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CIK 0001657516 • 6 13F filings • Apr 14, 2025 – Jul 9, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $234K | 0.1%Prev: 0.1% | 1,023 SH | Decreased-600 SH |
| ALPHABET INC | CAP STK CL A | $33.0M | 7.1%Prev: 5.6% | 105,579 SH | Increased-3,456 SH |
| AMAZON COM INC | COM | $23.8M | 5.1%Prev: 4.8% | 103,032 SH | Increased-309 SH |
| APPLE INC | COM | $20.7M | 4.4%Prev: 4.2% | 75,993 SH | Increased-1,407 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.5M | 0.3%Prev: 0.3% | 2,915 SH | Increased+287 SH |
| BLACKROCK INC | COM | $7.5M | 1.6%Prev: 1.8% | 7,000 SH | Decreased-130 SH |
| BOEING CO | COM | $14.1M | 3.0%Prev: 2.6% | 64,825 SH | Increased+8,893 SH |
| DANAHER CORPORATION | COM | $8.4M | 1.8%Prev: 1.6% | 36,790 SH | Increased-1,591 SH |
| ELI LILLY & CO | COM | $15.4M | 3.3%Prev: 2.4% | 14,311 SH | Increased-465 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $7.1M | 1.5%Prev: 1.5% | 153,339 SH | Increased+6,085 SH |
| GE VERNOVA INC | COM | $9.6M | 2.1%Prev: 1.9% | 14,684 SH | Increased-27 SH |
| INVESCO EXCHANGE TRADED FD T | AEROSPACE DEFN | $6.6M | 1.4%Prev: 1.5% | 42,329 SH | Decreased-2,705 SH |
| INVESCO QQQ TR | UNIT SER 1 | $219K | 0.0%Prev: 0.1% | 356 SH | Decreased-100 SH |
| ISHARES TR | ISHARES SEMICDTR | $8.2M | 1.8%Prev: 1.6% | 27,199 SH | Increased-1,155 SH |
| ISHARES TR | MSCI ACWI EX US | $12.8M | 2.7%Prev: 2.7% | 191,129 SH | Increased-535 SH |
| ISHARES TR | RUSEL 2500 ETF | $9.5M | 2.0%Prev: 2.0% | 126,254 SH | Increased-232 SH |
| ISHARES TR | U.S. MED DVC ETF | $3.5M | 0.8%Prev: 0.7% | 57,055 SH | Increased-819 SH |
| J P MORGAN EXCHANGE TRADED F | ACTIVE HIGH YIEL | $25.5M | 5.5%Prev: 5.2% | 501,730 SH | Increased+21,980 SH |
| J P MORGAN EXCHANGE TRADED F | ACTIVE VALUE ETF | $3.2M | 0.7%Prev: 0.6% | 44,745 SH | Increased+1,177 SH |
| JOHNSON & JOHNSON | COM | $646K | 0.1%Prev: 0.1% | 3,122 SH | Increased+345 SH |
| JPMORGAN CHASE & CO. | COM | $525K | 0.1%Prev: 0.1% | 1,628 SH | Increased+825 SH |
| MASTERCARD INCORPORATED | CL A | $7.2M | 1.5%Prev: 1.5% | 12,556 SH | Increased-21 SH |
| META PLATFORMS INC | CL A | $4.5M | 1.0% | 6,882 SH | New |
| MFS ACTIVE EXCHANGE TRADED F | INTERNATINL ETF | $4.4M | 0.9%Prev: 0.9% | 143,374 SH | Increased+76 SH |
| MICROSOFT CORP | COM | $26.2M | 5.6%Prev: 5.9% | 54,184 SH | Decreased+923 SH |
| MOODYS CORP | COM | $272K | 0.1%Prev: 0.1% | 533 SH | Increased |
| NVIDIA CORPORATION | COM | $8.1M | 1.7%Prev: 1.7% | 43,520 SH | Decreased-96 SH |
| PALO ALTO NETWORKS INC | COM | $8.7M | 1.9%Prev: 2.1% | 47,315 SH | Decreased-877 SH |
| PROCTER AND GAMBLE CO | COM | $497K | 0.1%Prev: 0.1% | 3,468 SH | Increased+615 SH |
| SALESFORCE INC | COM | $9.9M | 2.1%Prev: 1.4% | 37,208 SH | Increased+10,102 SH |
| SELECT SECTOR SPDR TR | STATE STREET COM | $10.8M | 2.3% | 91,319 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET CON | $251K | 0.1% | 2,098 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $11.0M | 2.4% | 70,995 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET IND | $4.5M | 1.0% | 29,179 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET MAT | $5.5M | 1.2% | 121,806 SH | New |
| SERVICENOW INC | COM | $8.9M | 1.9%Prev: 2.3% | 58,167 SH | Decreased+46,572 SH |
| SNOWFLAKE INC | COM SHS | $10.1M | 2.2%Prev: 2.4% | 45,914 SH | Decreased-4,647 SH |
| SYNOPSYS INC | COM | $7.2M | 1.5%Prev: 1.6% | 15,279 SH | Decreased-20 SH |
| T ROWE PRICE ETF INC | PRICE BLUE CHIP | $7.7M | 1.7%Prev: 1.6% | 155,219 SH | Increased+3,733 SH |
| T ROWE PRICE ETF INC | SMALL MID CAP | $18.0M | 3.9%Prev: 3.7% | 502,103 SH | Increased+8,813 SH |
| TESLA INC | COM | $7.7M | 1.7%Prev: 1.6% | 17,201 SH | Increased+359 SH |
| THE TRADE DESK INC | COM CL A | $3.1M | 0.7%Prev: 1.4% | 82,067 SH | Decreased-53,173 SH |
| TJX COS INC NEW | COM | $10.7M | 2.3%Prev: 2.1% | 69,551 SH | Increased+834 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $4.2M | 0.9%Prev: 0.9% | 47,317 SH | Decreased+319 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $10.3M | 2.2%Prev: 2.1% | 123,036 SH | Increased+6,195 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | $4.7M | 1.0%Prev: 0.9% | 15,053 SH | Increased+328 SH |
| VANGUARD WORLD FD | CONSUM STP ETF | $8.4M | 1.8%Prev: 1.8% | 39,743 SH | Decreased+329 SH |
| VANGUARD WORLD FD | ENERGY ETF | $12.1M | 2.6%Prev: 2.6% | 95,722 SH | Increased+104 SH |
| VANGUARD WORLD FD | FINANCIALS ETF | $17.6M | 3.8%Prev: 3.7% | 132,169 SH | Increased+211 SH |
| VERTIV HOLDINGS CO | COM CL A | $6.1M | 1.3%Prev: 1.2% | 37,777 SH | Increased-541 SH |
| VISA INC | COM CL A | $6.9M | 1.5%Prev: 1.5% | 19,654 SH | Increased-325 SH |
| WALMART INC | COM | $5.4M | 1.2%Prev: 1.1% | 48,794 SH | Increased-18 SH |
| WORKDAY INC | CL A | $3.9M | 0.8%Prev: 0.9% | 18,071 SH | Decreased-143 SH |
| 13F-HR |
| 0001657516-26-000004 |
| $655.5M |
| View |
| Jul 11, 2025 | Q2 2025 | 13F-HR | 0001657516-25-000004 | $429.6M | View |
| Apr 13, 2026 | Q1 2026 | 13F-HR | 0001657516-26-000003 | $582.5M | View |
| Apr 14, 2025 | Q1 2025 | 13F-HR | 0001657516-25-000003 | $399.1M | View |