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CIK 0001705716 • 6 13F filings • May 5, 2025 – Jul 22, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $285K | 0.0%Prev: 0.0% | 1,245 SH | Decreased-17 SH |
| ALPHABET INC | CAP STK CL A | $1.3M | 0.1%Prev: 0.1% | 4,201 SH | Increased-118 SH |
| ALPHABET INC | CAP STK CL C | $1.4M | 0.1%Prev: 0.1% | 4,425 SH | Increased-79 SH |
| AMAZON COM INC | COM | $1.5M | 0.1%Prev: 0.1% | 6,491 SH | Increased+118 SH |
| AMGEN INC | COM | $338K | 0.0%Prev: 0.0% | 1,032 SH | Increased-7 SH |
| AON PLC | SHS CL A | $508K | 0.0%Prev: 0.0% | 1,439 SH | Decreased-4 SH |
| APPLE INC | COM | $5.0M | 0.4%Prev: 0.4% | 18,237 SH | Increased+212 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $299K | 0.0%Prev: 0.0% | 595 SH | Decreased-55 SH |
| BITWISE FUNDS TRUST | CRYPTO INDUSTRY | $213K | 0.0% | 10,666 SH | New |
| CAPITAL GRP FIXED INCM ETF T | SHORT DURATION | $2.2M | 0.2% | 83,978 SH | New |
| CHEVRON CORP NEW | COM | $1.1M | 0.1%Prev: 0.1% | 7,245 SH | Decreased+16 SH |
| COMCAST CORP NEW | CL A | $1.2M | 0.1%Prev: 0.1% | 38,489 SH | Decreased+36 SH |
| COMPASS PATHWAYS PLC | SPONSORED ADS | $175K | 0.0%Prev: 0.0% | 25,363 SH | Increased+5,000 SH |
| CONOCOPHILLIPS | COM | $358K | 0.0%Prev: 0.0% | 3,820 SH | Decreased-193 SH |
| CONSOLIDATED EDISON INC | COM | $228K | 0.0%Prev: 0.0% | 2,293 SH | Decreased-29 SH |
| COSTCO WHSL CORP NEW | COM | $257K | 0.0%Prev: 0.0% | 298 SH | Decreased-11 SH |
| DEERE & CO | COM | $257K | 0.0%Prev: 0.0% | 552 SH | Increased+2 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $255K | 0.0%Prev: 0.0% | 7,844 SH | Increased+387 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $11.2M | 1.0%Prev: 1.0% | 160,558 SH | Increased-2,253 SH |
| DOORDASH INC | CL A | $259K | 0.0%Prev: 0.0% | 1,145 SH | Decreased-10 SH |
| ENERGY TRANSFER L P | COM UT LTD PTN | $449K | 0.0%Prev: 0.0% | 27,204 SH | Decreased+32 SH |
| ENTERPRISE PRODS PARTNERS L | COM | $260K | 0.0%Prev: 0.0% | 8,102 SH | Increased |
| EOG RES INC | COM | $202K | 0.0%Prev: 0.0% | 1,921 SH | Decreased |
| EXXON MOBIL CORP | COM | $1.4M | 0.1%Prev: 0.1% | 11,916 SH | Increased+15 SH |
| FRACTYL HEALTH INC | COM | $141K | 0.0%Prev: 0.0% | 64,118 SH | Increased |
| GLOBAL PMTS INC | COM | $226K | 0.0%Prev: 0.0% | 2,920 SH | Decreased |
| GLOBAL X FDS | ARTIFICIAL ETF | $315K | 0.0%Prev: 0.0% | 6,188 SH | Increased+1,000 SH |
| GLOBAL X FDS | US INFR DEV ETF | $588K | 0.1%Prev: 0.0% | 12,301 SH | Increased+6,215 SH |
| GLOBUS MED INC | CL A | $684K | 0.1%Prev: 0.0% | 7,838 SH | Increased-186 SH |
| GOLDMAN SACHS ETF TR | TECHNOLOGY OPPOR | $272K | 0.0% | 6,889 SH | New |
| HAMILTON LANE INC | CL A | $289K | 0.0%Prev: 0.0% | 2,150 SH | Decreased |
| HOME DEPOT INC | COM | $443K | 0.0%Prev: 0.0% | 1,288 SH | Decreased-15 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $278K | 0.0%Prev: 0.0% | 938 SH | Increased-4 SH |
| INVESCO EXCH TRADED FD TR II | S&P GBL WATER | $32.0M | 2.9%Prev: 3.0% | 507,186 SH | Decreased+1,127 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $2.2M | 0.2%Prev: 0.2% | 11,651 SH | Decreased-787 SH |
| INVESCO EXCHANGE TRADED FD T | WATER RES ETF | $4.9M | 0.4%Prev: 0.5% | 69,285 SH | Decreased-1,251 SH |
| INVESCO QQQ TR | UNIT SER 1 | $29.4M | 2.7%Prev: 2.7% | 47,852 SH | Increased-461 SH |
| ISHARES INC | CORE MSCI EMKT | $1.1M | 0.1%Prev: 0.1% | 15,799 SH | Increased+321 SH |
| ISHARES INC | MSCI EMERG MRKT | $2.0M | 0.2%Prev: 0.2% | 30,845 SH | Increased+98 SH |
| ISHARES INC | MSCI EURZONE ETF | $1.7M | 0.2%Prev: 0.2% | 27,185 SH | Increased-428 SH |
| ISHARES SILVER TR | ISHARES | $1.4M | 0.1%Prev: 0.1% | 21,380 SH | Increased-597 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $11.4M | 1.0%Prev: 0.4% | 113,886 SH | Increased+68,682 SH |
| ISHARES TR | 1 3 YR TREAS BD | $238K | 0.0%Prev: 0.0% | 2,868 SH | Decreased-2,268 SH |
| ISHARES TR | CORE DIV GRWTH | $47.4M | 4.3%Prev: 4.3% | 682,468 SH | Increased+5,694 SH |
| ISHARES TR | CORE MSCI EAFE | $20.1M | 1.8%Prev: 1.8% | 224,373 SH | Increased+1,014 SH |
| ISHARES TR | CORE S&P MCP ETF | $769K | 0.1%Prev: 0.1% | 11,649 SH | Decreased-1,184 SH |
| ISHARES TR | CORE S&P SCP ETF | $17.9M | 1.6%Prev: 1.7% | 149,197 SH | Decreased-3,634 SH |
| ISHARES TR | CORE S&P500 ETF | $878K | 0.1%Prev: 0.1% | 1,281 SH | Increased |
| ISHARES TR | CORE US AGGBD ET | $4.4M | 0.4%Prev: 0.4% | 43,964 SH | Increased+302 SH |
| ISHARES TR | EUROPE ETF | $403K | 0.0%Prev: 0.0% | 5,876 SH | Increased+5 SH |
| ISHARES TR | ISHARES SEMICDTR | $769K | 0.1%Prev: 0.1% | 2,555 SH | Increased+84 SH |
| ISHARES TR | MSCI EAFE ETF | $580K | 0.1%Prev: 0.1% | 6,045 SH | Increased+13 SH |
| ISHARES TR | MSCI EMG MKT ETF | $594K | 0.1%Prev: 0.1% | 10,866 SH | Increased-184 SH |
| ISHARES TR | RUS 1000 ETF | $50.3M | 4.5%Prev: 4.7% | 134,715 SH | Decreased-3,994 SH |
| ISHARES TR | RUS MID CAP ETF | $5.4M | 0.5%Prev: 0.5% | 56,050 SH | Decreased-165 SH |
| ISHARES TR | RUSSELL 2000 ETF | $434K | 0.0%Prev: 0.0% | 1,764 SH | Increased+4 SH |
| ISHARES TR | RUSSELL 3000 ETF | $13.3M | 1.2%Prev: 1.3% | 34,507 SH | Decreased-2,574 SH |
| ISHARES TR | S&P 500 GRWT ETF | $690K | 0.1%Prev: 0.1% | 5,594 SH | Increased |
| ISHARES TR | S&P 500 VAL ETF | $441K | 0.0%Prev: 0.0% | 2,080 SH | Increased |
| ISHARES TR | SP SMCP600VL ETF | $233K | 0.0%Prev: 0.0% | 2,045 SH | Increased |
| ISHARES TR | U.S. BAS MTL ETF | $356K | 0.0%Prev: 0.0% | 2,310 SH | Increased |
| ISHARES TR | U.S. TECH ETF | $2.7M | 0.2%Prev: 0.3% | 13,496 SH | Decreased-1,169 SH |
| ISHARES TR | US CONSM STAPLES | $3.0M | 0.3%Prev: 0.3% | 44,527 SH | Decreased-30 SH |
| ISHARES TR | US HLTHCARE ETF | $2.8M | 0.2%Prev: 0.2% | 42,448 SH | Increased+102 SH |
| J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | $65.7M | 5.9%Prev: 6.0% | 876,883 SH | Increased+52 SH |
| JOHNSON & JOHNSON | COM | $236K | 0.0%Prev: 0.0% | 1,143 SH | Increased+3 SH |
| JPMORGAN CHASE & CO. | COM | $330K | 0.0%Prev: 0.0% | 1,025 SH | Increased-20 SH |
| KINDER MORGAN INC DEL | COM | $292K | 0.0%Prev: 0.0% | 10,607 SH | Decreased-38 SH |
| KKR & CO INC | COM | $243K | 0.0%Prev: 0.0% | 1,903 SH | Decreased+3 SH |
| LAM RESEARCH CORP | COM NEW | $876K | 0.1%Prev: 0.1% | 5,120 SH | Increased-11 SH |
| LOWES COS INC | COM | $279K | 0.0%Prev: 0.0% | 1,158 SH | Decreased+5 SH |
| MCDONALDS CORP | COM | $247K | 0.0%Prev: 0.0% | 807 SH | Decreased-19 SH |
| META PLATFORMS INC | CL A | $952K | 0.1%Prev: 0.1% | 1,442 SH | Decreased-91 SH |
| MICROSOFT CORP | COM | $1.4M | 0.1%Prev: 0.1% | 2,833 SH | Decreased+172 SH |
| NETFLIX INC | COM | $217K | 0.0%Prev: 0.0% | 2,314 SH | Decreased+2,075 SH |
| NVIDIA CORPORATION | COM | $1.0M | 0.1%Prev: 0.1% | 5,415 SH | Increased+399 SH |
| ORACLE CORP | COM | $309K | 0.0%Prev: 0.0% | 1,584 SH | Decreased+8 SH |
| PACER FDS TR | DATA AND INFRAST | $225K | 0.0% | 7,864 SH | New |
| PALO ALTO NETWORKS INC | COM | $280K | 0.0%Prev: 0.0% | 1,521 SH | Decreased-7 SH |
| PNC FINL SVCS GROUP INC | COM | $322K | 0.0%Prev: 0.0% | 1,544 SH | Increased |
| PROFESIONALLY MANAGED PORTFO | AKRE FOCUS ETF | $255K | 0.0% | 3,899 SH | New |
| SACHEM CAP CORP | COM | $24K | 0.0%Prev: 0.0% | 23,346 SH | Decreased |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $777K | 0.1%Prev: 0.1% | 28,335 SH | Increased+5,552 SH |
| SELECT SECTOR SPDR TR | STATE STREET COM | $10.9M | 1.0% | 92,409 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET CON | $49.5M | 4.5% | 633,560 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $407K | 0.0% | 7,425 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $73.9M | 6.7% | 477,221 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET MAT | $1.0M | 0.1% | 22,406 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET REA | $1.1M | 0.1% | 26,746 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $132.7M | 12.0% | 921,467 SH | New |
| SHOPIFY INC | CL A SUB VTG SHS | $647K | 0.1%Prev: 0.1% | 4,020 SH | Increased |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $24.4M | 2.2%Prev: 2.2% | 50,729 SH | Increased-1,311 SH |
| SPDR GOLD TR | GOLD SHS | $11.8M | 1.1%Prev: 1.0% | 29,702 SH | Increased+71 SH |
| SPDR INDEX SHS FDS | GLB NAT RESRCE | $2.8M | 0.2%Prev: 0.2% | 44,396 SH | Increased-1,083 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $164.5M | 14.8%Prev: 15.2% | 241,176 SH | Increased-5,364 SH |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $129.3M | 11.7%Prev: 12.0% | 214,319 SH | Decreased-3,370 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $6.6M | 0.6% | 56,239 SH | New |
| VANECK ETF TRUST | AGRIBUSINESS ETF | $2.9M | 0.3%Prev: 0.3% | 39,233 SH | Increased+697 SH |
| VANECK ETF TRUST | BIOTECH ETF | $3.1M | 0.3%Prev: 0.2% | 16,494 SH | Increased+1,243 SH |
| VANECK ETF TRUST | GOLD MINERS ETF | $258K | 0.0%Prev: 0.0% | 3,003 SH | Increased |
| VANECK ETF TRUST | PHARMACEUTCL ETF | $524K | 0.0%Prev: 0.0% | 5,075 SH | Increased+8 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $1.2M | 0.1%Prev: 0.1% | 2,470 SH | Increased-21 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $4.1M | 0.4%Prev: 0.4% | 14,015 SH | Decreased-297 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $27.9M | 2.5%Prev: 2.7% | 315,791 SH | Decreased-6,507 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $355K | 0.0%Prev: 0.0% | 566 SH | Increased |
| VANGUARD INDEX FDS | SMALL CP ETF | $993K | 0.1%Prev: 0.1% | 3,849 SH | Increased+6 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $465K | 0.0%Prev: 0.0% | 1,387 SH | Increased |
| VANGUARD INDEX FDS | VALUE ETF | $873K | 0.1%Prev: 0.1% | 4,569 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.5M | 0.1%Prev: 0.1% | 28,413 SH | Increased+325 SH |
| VANGUARD MALVERN FDS | CORE BD ETF | $6.8M | 0.6%Prev: 0.2% | 87,245 SH | Increased+62,146 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $1.7M | 0.2%Prev: 0.1% | 35,056 SH | Increased+4,313 SH |
| VANGUARD MUN BD FDS | SHORT TAX EXEMPT | $1.6M | 0.1%Prev: 0.2% | 21,352 SH | Increased+78 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $200K | 0.0% | 3,977 SH | New |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $200K | 0.0% | 2,390 SH | New |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $14.0M | 1.3%Prev: 1.3% | 239,188 SH | Increased+4,307 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $1.2M | 0.1%Prev: 0.0% | 14,931 SH | Increased+8,185 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $4.2M | 0.4%Prev: 0.4% | 19,221 SH | Increased+192 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $4.4M | 0.4%Prev: 0.4% | 69,997 SH | Increased+918 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $33.0M | 3.0%Prev: 3.0% | 230,157 SH | Increased+1,082 SH |
| VANGUARD WORLD FD | COMM SRVC ETF | $14.1M | 1.3%Prev: 1.3% | 72,881 SH | Increased+144 SH |
| VANGUARD WORLD FD | CONSUM STP ETF | $2.6M | 0.2%Prev: 0.2% | 12,077 SH | Decreased-215 SH |
| VANGUARD WORLD FD | HEALTH CAR ETF | $826K | 0.1%Prev: 0.1% | 2,870 SH | Increased+36 SH |
| VANGUARD WORLD FD | INF TECH ETF | $1.4M | 0.1%Prev: 0.1% | 1,828 SH | Increased+105 SH |
| VANGUARD WORLD FD | MATERIALS ETF | $532K | 0.0%Prev: 0.0% | 2,563 SH | Increased |
| WALMART INC | COM | $484K | 0.0%Prev: 0.0% | 4,344 SH | Increased |
| WISDOMTREE TR | FLOATNG RAT TREA | $479K | 0.0% | 9,520 SH | New |
| 13F-HR |
| 0001376474-26-000504 |
| $1.26B |
| View |
| Jul 31, 2025 | Q2 2025 | 13F-HR | 0001376474-25-000692 | $1.01B | View |
| May 4, 2026 | Q1 2026 | 13F-HR | 0001376474-26-000335 | $1.10B | View |
| May 5, 2025 | Q1 2025 | 13F-HR | 0001376474-25-000427 | $952.0M | View |