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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 | $331K | 0.1% | 1,152 SH | New |
| ALPHABET INC | CAP STK CL C | $472K | 0.1%Prev: 0.1% | 1,646 SH | Increased+44 SH |
| AMAZON COM INC | COM | $621K | 0.1%Prev: 0.1% | 2,982 SH | Increased+1,184 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $45.1M | 7.7%Prev: 6.6% | 451,270 SH | Increased-1,687 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $239K | 0.0%Prev: 0.1% | 2,968 SH | Decreased-908 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $443K | 0.1%Prev: 0.1% | 4,012 SH | Increased-369 SH |
| APPLE INC | COM | $97.1M | 16.7%Prev: 16.6% | 382,595 SH | Increased+21,868 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $588K | 0.1%Prev: 0.1% | 1,228 SH | Increased+263 SH |
| BROADCOM INC | COM | $408K | 0.1% | 1,319 SH | New |
| ELI LILLY & CO | COM | $224K | 0.0% | 244 SH | New |
| EXXON MOBIL CORP | COM | $222K | 0.0% | 1,308 SH | New |
| ILLUMINA INC | COM | $972K | 0.2%Prev: 0.1% | 7,884 SH | Increased+38 SH |
| INVESCO QQQ TR | UNIT SER 1 | $215K | 0.0%Prev: 0.1% | 372 SH | Decreased-693 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $905K | 0.2% | 8,992 SH | New |
| ISHARES TR | 1 3 YR TREAS BD | $455K | 0.1%Prev: 0.1% | 5,507 SH | Increased+299 SH |
| ISHARES TR | 7-10 YR TRSY BD | $645K | 0.1%Prev: 0.1% | 6,763 SH | Increased+65 SH |
| ISHARES TR | CORE MSCI EAFE | $55.6M | 9.5%Prev: 9.6% | 613,612 SH | Increased+4,850 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 | $544K | 0.1% | 833 SH | New |
| ISHARES TR | CORE US AGGBD ET | $374K | 0.1%Prev: 0.1% | 3,767 SH | Increased+534 SH |
| ISHARES TR | EAFE SML CP ETF | $482K | 0.1%Prev: 0.1% | 6,143 SH | Increased-432 SH |
| ISHARES TR | MSCI EAFE ETF | $13.7M | 2.3%Prev: 2.4% | 140,863 SH | Increased-670 SH |
| ISHARES TR | MSCI EAFE MIN VL | $2.9M | 0.5%Prev: 0.5% | 31,271 SH | Increased+86 SH |
| ISHARES TR | MSCI INTL MOMENT | $2.0M | 0.3%Prev: 0.3% | 40,613 SH | Increased+1 SH |
| ISHARES TR | MSCI USA MIN VOL | $9.9M | 1.7%Prev: 2.1% | 106,608 SH | Decreased+74 SH |
| ISHARES TR | MSCI USA MMENTM | $7.5M | 1.3%Prev: 1.3% | 31,458 SH | Increased |
| ISHARES TR | MSCI USA SMCP MN | $5.5M | 1.0%Prev: 1.1% | 127,187 SH | Increased-773 SH |
| ISHARES TR | RUS 1000 GRW ETF | $11.3M | 1.9%Prev: 2.2% | 26,612 SH | Increased-2,121 SH |
| ISHARES TR | RUS MD CP GR ETF | $1.1M | 0.2%Prev: 0.2% | 8,330 SH | Increased-398 SH |
| JOHNSON & JOHNSON | COM | $482K | 0.1% | 1,972 SH | New |
| JPMORGAN CHASE & CO | COM | $254K | 0.0% | 865 SH | New |
| KLA CORP | COM NEW | $412K | 0.1% | 280 SH | New |
| LAM RESEARCH CORP | COM NEW | $625K | 0.1%Prev: 0.0% | 2,925 SH | Increased+125 SH |
| LOCKHEED MARTIN CORP | COM | $242K | 0.0% | 400 SH | New |
| META PLATFORMS INC | CL A | $878K | 0.2%Prev: 0.2% | 1,534 SH | Increased+273 SH |
| MICROSOFT CORP | COM | $871K | 0.1%Prev: 0.2% | 2,353 SH | Increased+309 SH |
| NVIDIA CORPORATION | COM | $1.3M | 0.2%Prev: 0.1% | 7,464 SH | Increased+2,472 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $1.7M | 0.3%Prev: 0.3% | 70,380 SH | Increased-2,269 SH |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | $225K | 0.0% | 4,816 SH | New |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $455K | 0.1%Prev: 0.1% | 15,610 SH | Increased+2,209 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $482K | 0.1%Prev: 0.1% | 15,805 SH | Increased+3,046 SH |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $22.7M | 3.9% | 34,863 SH | New |
| TESLA INC | COM | $272K | 0.0% | 731 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $60.2M | 10.3%Prev: 9.3% | 137,847 SH | Increased+16,658 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $8.6M | 1.5%Prev: 1.6% | 46,412 SH | Increased-385 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $209K | 0.0%Prev: 0.0% | 2,352 SH | Decreased-278 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $27.1M | 4.7%Prev: 4.8% | 124,827 SH | Increased+1,168 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $30.5M | 5.2%Prev: 5.2% | 100,821 SH | Increased+866 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.3M | 0.2%Prev: 0.2% | 4,201 SH | Increased+549 SH |
| VANGUARD INDEX FDS | VALUE ETF | $126.4M | 21.7%Prev: 22.8% | 644,008 SH | Increased+6,426 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $3.2M | 0.5%Prev: 0.5% | 58,642 SH | Increased+393 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $1.3M | 0.2%Prev: 0.2% | 9,273 SH | Increased+2,055 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $20.4M | 3.5%Prev: 4.0% | 408,487 SH | Increased+23,630 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $9.4M | 1.6%Prev: 1.7% | 158,497 SH | Increased+20,538 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $235K | 0.0%Prev: 0.0% | 4,008 SH | Decreased |
| VANGUARD STAR FDS | VG TL INTL STK F | $264K | 0.0% | 3,422 SH | New |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $248K | 0.0% | 3,868 SH | New |
| VANGUARD WORLD FD | ESG INTL STK ETF | $501K | 0.1%Prev: 0.1% | 6,984 SH | Increased-601 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $1.2M | 0.2%Prev: 0.2% | 10,408 SH | Increased-1,453 SH |
| WALMART INC | COM | $233K | 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 |