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CIK 0001635523 • 6 13F filings • May 9, 2025 – Aug 11, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $776K | 1.3%Prev: 0.9% | 2,480 SH | Increased-228 SH |
| AMAZON COM INC | COM | $705K | 1.2%Prev: 0.9% | 3,056 SH | Increased-140 SH |
| APPLE INC | COM | $1.7M | 2.8%Prev: 5.0% | 6,200 SH | Decreased-8,556 SH |
| BANK AMERICA CORP | COM | $932K | 1.5% | 16,954 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $484K | 0.8% | 962 SH | New |
| BROADCOM INC | COM | $234K | 0.4%Prev: 0.3% | 677 SH | Increased-9 SH |
| COCA COLA CO | COM | $286K | 0.5%Prev: 0.4% | 4,094 SH | Increased+13 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $364K | 0.6%Prev: 0.5% | 9,547 SH | Decreased-559 SH |
| ELI LILLY & CO | COM | $2.9M | 4.9% | 2,723 SH | New |
| FIDELITY COVINGTON TRUST | BLUE CHIP GRWTH | $1.4M | 2.3%Prev: 1.8% | 25,423 SH | Increased+429 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $4.5M | 7.4%Prev: 5.5% | 97,039 SH | Increased+8,169 SH |
| GRAPHIC PACKAGING HLDG CO | COM | $2.8M | 4.7%Prev: 4.9% | 186,865 SH | Decreased |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | $361K | 0.6%Prev: 0.5% | 4,812 SH | Increased+10 SH |
| INVESCO QQQ TR | UNIT SER 1 | $350K | 0.6%Prev: 0.5% | 570 SH | Increased+1 SH |
| ISHARES GOLD TR | ISHARES NEW | $533K | 0.9%Prev: 0.6% | 6,572 SH | Increased+657 SH |
| ISHARES INC | CORE MSCI EMKT | $551K | 0.9%Prev: 0.7% | 8,195 SH | Increased+341 SH |
| ISHARES SILVER TR | ISHARES | $531K | 0.9% | 8,246 SH | New |
| ISHARES TR | 0-5 YR TIPS ETF | $520K | 0.9%Prev: 0.7% | 5,081 SH | Decreased-173 SH |
| ISHARES TR | 20 YR TR BD ETF | $963K | 1.6%Prev: 1.3% | 11,046 SH | Decreased+205 SH |
| ISHARES TR | CORE DIV GRWTH | $361K | 0.6%Prev: 0.5% | 5,198 SH | Increased-57 SH |
| ISHARES TR | CORE MSCI EAFE | $1.1M | 1.8% | 11,909 SH | New |
| ISHARES TR | CORE MSCI TOTAL | $261K | 0.4%Prev: 0.3% | 3,088 SH | Increased+26 SH |
| ISHARES TR | CORE S&P MCP ETF | $1.8M | 3.0%Prev: 2.6% | 27,759 SH | Decreased-2,175 SH |
| ISHARES TR | CORE S&P SCP ETF | $1.2M | 2.0%Prev: 1.6% | 10,079 SH | Increased-30 SH |
| ISHARES TR | CORE S&P500 ETF | $8.1M | 13.4%Prev: 10.9% | 11,788 SH | Decreased-368 SH |
| ISHARES TR | IBOXX HI YD ETF | $348K | 0.6%Prev: 0.7% | 4,319 SH | Decreased-2,193 SH |
| ISHARES TR | MSCI USA QLT FCT | $378K | 0.6%Prev: 0.5% | 1,902 SH | Increased-8 SH |
| ISHARES TR | S&P 500 GRWT ETF | $509K | 0.8%Prev: 0.9% | 4,126 SH | Decreased-1,577 SH |
| ISHARES TR | S&P 500 VAL ETF | $505K | 0.8%Prev: 1.2% | 2,382 SH | Decreased-2,010 SH |
| ISHARES TR | TIPS BD ETF | $230K | 0.4% | 2,089 SH | New |
| MICROSOFT CORP | COM | $1.5M | 2.5%Prev: 2.9% | 3,064 SH | Decreased-1,165 SH |
| NVIDIA CORPORATION | COM | $1.1M | 1.9% | 6,021 SH | New |
| PALANTIR TECHNOLOGIES INC | CL A | $358K | 0.6% | 2,012 SH | New |
| PIMCO ETF TR | INTER MUN BD ACT | $651K | 1.1%Prev: 0.9% | 12,430 SH | Increased+10 SH |
| PROSHARES TR | ULTRAPRO QQQ | $328K | 0.5%Prev: 0.4% | 6,229 SH | Increased+3,084 SH |
| RYDER SYS INC | COM | $401K | 0.7%Prev: 0.5% | 2,097 SH | Increased |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $604K | 1.0% | 25,126 SH | New |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $1.3M | 2.1% | 52,387 SH | New |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $871K | 1.4% | 26,714 SH | New |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $604K | 1.0% | 20,409 SH | New |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $3.0M | 5.0% | 112,662 SH | New |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $1.2M | 2.0% | 39,901 SH | New |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $649K | 1.1% | 22,793 SH | New |
| SCHWAB STRATEGIC TR | US TIPS ETF | $962K | 1.6% | 36,309 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $317K | 0.5%Prev: 0.4% | 465 SH | Increased |
| SPDR SERIES TRUST | STATE STREET SPD | $1.3M | 2.2% | 23,260 SH | New |
| VANECK ETF TRUST | FALLEN ANGEL HG | $1.8M | 3.0% | 61,921 SH | New |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $488K | 0.8%Prev: 0.6% | 5,509 SH | Increased+208 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.4M | 2.3%Prev: 1.6% | 22,623 SH | Increased+2,313 SH |
| VANGUARD WORLD FD | EXTENDED DUR | $5.4M | 9.0%Prev: 7.9% | 83,580 SH | Decreased-2,406 SH |
| WALMART INC | COM | $261K | 0.4%Prev: 0.3% | 2,342 SH | Increased+18 SH |
| 13F-HR |
| 0001635523-26-000003 |
| $64.2M |
| View |
| Aug 4, 2025 | Q2 2025 | 13F-HR | 0001635523-25-000004 | $79.3M | View |
| May 4, 2026 | Q1 2026 | 13F-HR | 0001635523-26-000002 | $63.9M | View |
| May 9, 2025 | Q1 2025 | 13F-HR | 0001635523-25-000003 | $74.9M | View |