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CIK 0001674627 • 6 13F filings • May 7, 2025 – Aug 10, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| CHEVRON CORP NEW | COM | $3.8M | 1.9%Prev: 2.1% | 24,943 SH | Decreased |
| DANAHER CORPORATION | COM | $643K | 0.3%Prev: 0.3% | 2,808 SH | Increased-45 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $980K | 0.5%Prev: 0.2% | 21,281 SH | Increased+428 SH |
| GE AEROSPACE | COM NEW | $360K | 0.2%Prev: 0.2% | 1,167 SH | Increased |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | $877K | 0.4% | 7,349 SH | New |
| ISHARES INC | MSCI EMRG CHN | $694K | 0.4%Prev: 0.3% | 9,546 SH | Increased-10 SH |
| ISHARES TR | 0-5YR INVT GR CP | $1.7M | 0.8%Prev: 0.9% | 32,565 SH | Decreased-2,179 SH |
| ISHARES TR | 10+ YR INVST GRD | $7.5M | 3.8%Prev: 4.0% | 149,531 SH | Increased+3,847 SH |
| ISHARES TR | 7-10 YR TRSY BD | $1.2M | 0.6%Prev: 0.6% | 12,199 SH | Decreased-96 SH |
| ISHARES TR | CORE MSCI INTL | $5.2M | 2.6%Prev: 2.5% | 62,921 SH | Increased+5,803 SH |
| ISHARES TR | CORE S&P MCP ETF | $2.6M | 1.3%Prev: 1.2% | 40,039 SH | Increased+5,655 SH |
| ISHARES TR | CORE S&P SCP ETF | $1.1M | 0.6%Prev: 0.6% | 9,036 SH | Increased-81 SH |
| ISHARES TR | CORE S&P TTL STK | $21.9M | 11.2%Prev: 11.5% | 147,548 SH | Increased+663 SH |
| ISHARES TR | CORE S&P US GWT | $12.9M | 6.6%Prev: 6.9% | 76,762 SH | Increased-1,336 SH |
| ISHARES TR | CORE S&P US VLU | $14.3M | 7.3%Prev: 7.5% | 139,518 SH | Increased+865 SH |
| ISHARES TR | CORE S&P500 ETF | $14.4M | 7.4%Prev: 7.6% | 21,085 SH | Increased-127 SH |
| ISHARES TR | CORE US AGGBD ET | $10.7M | 5.5%Prev: 5.5% | 106,970 SH | Increased+5,372 SH |
| ISHARES TR | IBOXX HI YD ETF | $744K | 0.4%Prev: 0.4% | 9,230 SH | Increased+149 SH |
| ISHARES TR | IBOXX INV CP ETF | $1.7M | 0.9%Prev: 1.0% | 15,861 SH | Decreased-794 SH |
| ISHARES TR | MRGSTR MD CP GRW | $21.6M | 11.0%Prev: 11.9% | 270,444 SH | Decreased+1,864 SH |
| ISHARES TR | RUS TP200 GR ETF | $14.2M | 7.2%Prev: 0.6% | 51,234 SH | Increased+488 SH |
| ISHARES TR | RUSSELL 2000 ETF | $2.6M | 1.3%Prev: 1.2% | 10,659 SH | Increased+1,145 SH |
| ISHARES TR | S&P 500 GRWT ETF | $9.3M | 4.8%Prev: 9.2% | 75,574 SH | Decreased+4,005 SH |
| ISHARES TR | S&P 500 VAL ETF | $18.4M | 9.4%Prev: 9.3% | 86,675 SH | Increased+2,491 SH |
| ISHARES TR | S&P MC 400VL ETF | $278K | 0.1%Prev: 0.1% | 2,112 SH | Increased-1,378 SH |
| ISHARES TR | SHRT NAT MUN ETF | $1.1M | 0.5%Prev: 0.6% | 9,873 SH | Decreased-104 SH |
| ISHARES TR | SP SMCP600VL ETF | $250K | 0.1%Prev: 0.1% | 2,201 SH | Increased |
| ISHARES TR | US TREAS BD ETF | $1.7M | 0.8%Prev: 0.9% | 72,312 SH | Decreased-2,530 SH |
| ISHARES TR | USD INV GRDE ETF | $18.6M | 9.5%Prev: 9.8% | 358,581 SH | Increased+11,067 SH |
| J P MORGAN EXCHANGE TRADED F | DIVERSFED RTRN | $675K | 0.3%Prev: 0.1% | 6,213 SH | Increased+9 SH |
| NEWMONT CORP | COM | $346K | 0.2%Prev: 0.2% | 3,462 SH | Increased+8 SH |
| PACER FDS TR | GLOBL CASH ETF | $903K | 0.5%Prev: 0.5% | 21,916 SH | Increased+8 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $1.6M | 0.8%Prev: 0.9% | 3,326 SH | Increased-20 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $268K | 0.1%Prev: 0.1% | 428 SH | Increased |
| VISA INC | COM CL A | $224K | 0.1%Prev: 0.1% | 640 SH | Increased |
| WALMART INC | COM | $277K | 0.1%Prev: 0.1% | 2,484 SH | Increased-4 SH |
| WISDOMTREE TR | INDIA ERNGS FD | $374K | 0.2%Prev: 0.2% | 8,078 SH | Increased |
| 13F-HR |
| 0001674627-26-000005 |
| $194.7M |
| View |
| Jul 31, 2025 | Q2 2025 | 13F-HR | 0001674627-25-000005 | $179.6M | View |
| May 1, 2026 | Q1 2026 | 13F-HR | 0001674627-26-000003 | $182.1M | View |
| May 7, 2025 | Q1 2025 | 13F-HR | 0001674627-25-000004 | $163.5M | View |