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CIK 0001657980 • 6 13F filings • May 7, 2025 – Aug 18, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $209K | 0.1% | 1,338 SH | |
| AMAZON COM INC | COM | $589K | 0.2% | 3,094 SH | |
| AMGEN INC | COM | $256K | 0.1% | 823 SH | |
| APPLE INC | COM | $2.4M | 0.9% | 10,754 SH | |
| BOEING CO | COM | $208K | 0.1% | 1,220 SH | |
| BRISTOL-MYERS SQUIBB CO | COM | $375K | 0.1% | 6,150 SH | |
| CATERPILLAR INC | COM | $1.4M | 0.5% | 4,150 SH | |
| CHEVRON CORP NEW | COM | $208K | 0.1% | 1,241 SH | |
| COSTCO WHSL CORP NEW | COM | $2.0M | 0.7% | 2,068 SH | |
| CVS HEALTH CORP | COM | $255K | 0.1% | 3,759 SH | |
| DISNEY WALT CO | COM | $255K | 0.1% | 2,585 SH | |
| EXXON MOBIL CORP | COM | $1.0M | 0.4% | 8,827 SH | |
| FEDEX CORP | COM | $255K | 0.1% | 1,048 SH | |
| GE AEROSPACE | COM NEW | $237K | 0.1% | 1,183 SH | |
| GILEAD SCIENCES INC | COM | $224K | 0.1% | 2,000 SH | |
| HOME DEPOT INC | COM | $257K | 0.1% | 702 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $398K | 0.1% | 1,600 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $1.6M | 0.6% | 3,361 SH | |
| ISHARES INC | CORE MSCI EMKT | $365K | 0.1% | 6,768 SH | |
| ISHARES INC | MSCI EMRG CHN | $2.9M | 1.1% | 53,529 SH | |
| ISHARES TR | CORE MSCI EAFE | $2.2M | 0.8% | 29,072 SH | |
| ISHARES TR | CORE MSCI PAC | $2.2M | 0.8% | 35,060 SH | |
| ISHARES TR | CORE S&P MCP ETF | $218K | 0.1% | 3,737 SH | |
| ISHARES TR | CORE S&P US GWT | $898K | 0.3% | 7,064 SH | |
| ISHARES TR | CORE S&P US VLU | $3.1M | 1.1% | 33,420 SH | |
| ISHARES TR | CORE S&P500 ETF | $2.1M | 0.8% | 3,783 SH | |
| ISHARES TR | HDG MSCI EAFE | $13.9M | 5.0% | 383,168 SH | |
| ISHARES TR | IBONDS 25 TRM HG | $991K | 0.4% | 42,634 SH | |
| ISHARES TR | IBONDS 25 TRM TS | $16.4M | 5.9% | 703,372 SH | |
| ISHARES TR | IBONDS 26 TRM TS | $15.6M | 5.6% | 678,753 SH | |
| ISHARES TR | IBONDS 27 TRM TS | $15.3M | 5.5% | 684,449 SH | |
| ISHARES TR | IBONDS 28 TRM TS | $15.3M | 5.5% | 689,290 SH | |
| ISHARES TR | IBONDS 29 TRM TS | $13.7M | 4.9% | 629,081 SH | |
| ISHARES TR | MSCI EAFE ETF | $2.1M | 0.8% | 26,104 SH | |
| ISHARES TR | RUS 1000 ETF | $986K | 0.4% | 3,214 SH | |
| ISHARES TR | RUS MID CAP ETF | $2.3M | 0.8% | 27,265 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $447K | 0.2% | 2,241 SH | |
| ISHARES TR | S&P 500 VAL ETF | $307K | 0.1% | 1,609 SH | |
| ISHARES TR | S&P MC 400GR ETF | $6.4M | 2.3% | 76,646 SH | |
| ISHARES TR | US SML CAP EQT | $7.8M | 2.8% | 125,466 SH | |
| J P MORGAN EXCHANGE TRADED F | ACTIVE VALUE ETF | $5.3M | 1.9% | 83,872 SH | |
| J P MORGAN EXCHANGE TRADED F | HEDGED EQUITY LA | $2.1M | 0.7% | 34,372 SH | |
| JANUS DETROIT STR TR | B-BBB CLO ETF | $731K | 0.3% | 15,023 SH | |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $10.6M | 3.8% | 208,800 SH | |
| JPMORGAN CHASE & CO. | COM | $322K | 0.1% | 1,311 SH | |
| MICROSOFT CORP | COM | $1.8M | 0.6% | 4,681 SH | |
| NVIDIA CORPORATION | COM | $1.5M | 0.5% | 13,859 SH | |
| ORACLE CORP | COM | $1.3M | 0.5% | 9,509 SH | |
| PIMCO ETF TR | ACTIVE BD ETF | $6.5M | 2.3% | 70,577 SH | |
| SCHWAB CHARLES CORP | COM | $306K | 0.1% | 3,913 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $15.7M | 5.7% | 795,514 SH | |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $634K | 0.2% | 29,436 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $26.2M | 9.4% | 1,045,456 SH | |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $17.0M | 6.1% | 639,105 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $4.3M | 1.5% | 194,492 SH | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $16.3M | 5.8% | 620,349 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $2.0M | 0.7% | 83,752 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $243K | 0.1% | 435 SH | |
| SPDR SER TR | PORTFOLIO S&P400 | $202K | 0.1% | 3,953 SH | |
| SPDR SER TR | S&P 400 MDCP GRW | $232K | 0.1% | 2,922 SH | |
| SSGA ACTIVE ETF TR | SPDR TR TACTIC | $14.9M | 5.4% | 369,501 SH | |
| TESLA INC | COM | $407K | 0.1% | 1,571 SH | |
| TEXAS INSTRS INC | COM | $328K | 0.1% | 1,827 SH | |
| VANECK ETF TRUST | FALLEN ANGEL HG | $2.2M | 0.8% | 77,495 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $6.6M | 2.4% | 12,766 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $589K | 0.2% | 2,654 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $318K | 0.1% | 1,839 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $499K | 0.2% | 9,826 SH | |
| VERIZON COMMUNICATIONS INC | COM | $874K | 0.3% | 19,266 SH | |
| WALMART INC | COM | $256K | 0.1% | 2,911 SH |
| 13F-HR |
| 0001420506-26-001849 |
| $305.7M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001420506-25-001983 | $320.7M | View |
| May 13, 2026 | Q1 2026 | 13F-HR | 0001420506-26-000950 | $290.9M | View |
| May 7, 2025 | Q1 2025 | 13F-HR | 0001420506-25-000901 | $277.9M | View |