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CIK 0001712533 • 6 13F filings • Apr 29, 2025 – Jul 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $361K | 0.1%Prev: 0.0% | 1,152 SH | Increased |
| ALPHABET INC | CAP STK CL C | $517K | 0.1%Prev: 0.1% | 1,646 SH | Increased |
| AMAZON COM INC | COM | $671K | 0.1%Prev: 0.1% | 2,909 SH | Increased+11 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $42.6M | 7.2%Prev: 7.1% | 453,170 SH | Increased-3,535 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $257K | 0.0%Prev: 0.0% | 3,392 SH | Increased |
| AMERICAN CENTY ETF TR | US SML CP VALU | $444K | 0.1%Prev: 0.1% | 4,350 SH | Increased+48 SH |
| APPLE INC | COM | $105.5M | 17.8%Prev: 16.7% | 388,140 SH | Increased+12,634 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $604K | 0.1%Prev: 0.1% | 1,201 SH | Increased+11 SH |
| BROADCOM INC | COM | $455K | 0.1%Prev: 0.1% | 1,314 SH | Increased |
| ELI LILLY & CO | COM | $258K | 0.0% | 240 SH | New |
| ILLUMINA INC | COM | $1.0M | 0.2%Prev: 0.1% | 7,884 SH | Increased |
| ISHARES TR | 0-3 MNTH TREASRY | $679K | 0.1% | 6,761 SH | New |
| ISHARES TR | 1 3 YR TREAS BD | $456K | 0.1%Prev: 0.1% | 5,507 SH | Increased+299 SH |
| ISHARES TR | 7-10 YR TRSY BD | $650K | 0.1%Prev: 0.1% | 6,763 SH | Increased+35 SH |
| ISHARES TR | CORE MSCI EAFE | $54.4M | 9.2%Prev: 9.3% | 608,255 SH | Increased-1,135 SH |
| ISHARES TR | CORE S&P US VLU | $1.2M | 0.2%Prev: 0.2% | 11,806 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $571K | 0.1%Prev: 0.1% | 833 SH | Increased |
| ISHARES TR | CORE US AGGBD ET | $392K | 0.1%Prev: 0.1% | 3,921 SH | Increased+292 SH |
| ISHARES TR | EAFE SML CP ETF | $486K | 0.1%Prev: 0.1% | 6,274 SH | Increased-21 SH |
| ISHARES TR | MSCI EAFE ETF | $13.6M | 2.3%Prev: 2.3% | 141,392 SH | Increased |
| ISHARES TR | MSCI EAFE MIN VL | $2.7M | 0.5%Prev: 0.4% | 31,002 SH | Increased+1,169 SH |
| ISHARES TR | MSCI INTL MOMENT | $1.9M | 0.3%Prev: 0.3% | 40,612 SH | Increased |
| ISHARES TR | MSCI USA MIN VOL | $10.0M | 1.7%Prev: 1.8% | 106,499 SH | Decreased+29 SH |
| ISHARES TR | MSCI USA MMENTM | $7.9M | 1.3%Prev: 1.4% | 31,458 SH | Decreased |
| ISHARES TR | MSCI USA SMCP MN | $5.5M | 0.9%Prev: 1.0% | 127,102 SH | Increased+71 SH |
| ISHARES TR | RUS 1000 GRW ETF | $12.8M | 2.2%Prev: 2.3% | 27,049 SH | Decreased-996 SH |
| ISHARES TR | RUS MD CP GR ETF | $1.1M | 0.2%Prev: 0.2% | 8,391 SH | Decreased-1 SH |
| JOHNSON & JOHNSON | COM | $288K | 0.0%Prev: 0.0% | 1,391 SH | Increased |
| JPMORGAN CHASE & CO. | COM | $328K | 0.1%Prev: 0.1% | 1,018 SH | Increased+8 SH |
| KLA CORP | COM NEW | $340K | 0.1%Prev: 0.1% | 280 SH | Increased |
| LAM RESEARCH CORP | COM NEW | $501K | 0.1%Prev: 0.1% | 2,925 SH | Increased |
| META PLATFORMS INC | CL A | $987K | 0.2%Prev: 0.2% | 1,495 SH | Decreased-6 SH |
| MICROSOFT CORP | COM | $1.2M | 0.2%Prev: 0.2% | 2,440 SH | Increased+192 SH |
| NVIDIA CORPORATION | COM | $1.4M | 0.2%Prev: 0.2% | 7,343 SH | Decreased |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $1.8M | 0.3%Prev: 0.3% | 74,390 SH | Increased+1,042 SH |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | $224K | 0.0%Prev: 0.0% | 4,911 SH | Increased+287 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $499K | 0.1%Prev: 0.1% | 15,305 SH | Increased+1,098 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $469K | 0.1%Prev: 0.1% | 15,823 SH | Increased+1,733 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $23.8M | 4.0%Prev: 4.0% | 34,863 SH | Increased |
| TESLA INC | COM | $346K | 0.1%Prev: 0.1% | 769 SH | Increased+7 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $68.9M | 11.6%Prev: 12.0% | 141,198 SH | Decreased-2,567 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $8.3M | 1.4%Prev: 1.4% | 46,667 SH | Increased-1 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $233K | 0.0%Prev: 0.0% | 2,638 SH | Decreased+8 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $26.4M | 4.4%Prev: 4.5% | 124,542 SH | Increased+264 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $30.4M | 5.1%Prev: 5.2% | 100,771 SH | Increased+138 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.4M | 0.2%Prev: 0.2% | 4,162 SH | Increased+176 SH |
| VANGUARD INDEX FDS | VALUE ETF | $122.5M | 20.6%Prev: 20.9% | 641,354 SH | Increased-753 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $3.1M | 0.5%Prev: 0.6% | 58,380 SH | Decreased+9 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $1.2M | 0.2%Prev: 0.2% | 8,719 SH | Increased+1,241 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $20.0M | 3.4%Prev: 3.5% | 404,963 SH | Decreased+5,480 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $9.3M | 1.6%Prev: 1.5% | 154,424 SH | Increased+7,102 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $235K | 0.0%Prev: 0.0% | 4,008 SH | Decreased |
| VANGUARD WORLD FD | ESG INTL STK ETF | $529K | 0.1%Prev: 0.1% | 7,380 SH | Increased-204 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $1.3M | 0.2%Prev: 0.2% | 10,870 SH | Decreased-636 SH |
| WALMART INC | COM | $209K | 0.0% | 1,875 SH | New |
| 13F-HR |
| 0001712533-26-000007 |
| $696.4M |
| View |
| Aug 8, 2025 | Q2 2025 | 13F-HR | 0001712533-25-000010 | $511.0M | View |
| May 5, 2026 | Q1 2026 | 13F-HR | 0001712533-26-000005 | $583.1M | View |
| Apr 29, 2025 | Q1 2025 | 13F-HR | 0001712533-25-000008 | $482.1M | View |