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CIK 0001730787 • 6 13F filings • Apr 9, 2025 – Jan 12, 2026
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Past 4 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ACCENTURE PLC IRELAND | SHS CLASS A | $302K | 0.1%Prev: 0.1% | 1,162 SH | Increased |
| ALPHABET INC | CAP STK CL C | $362K | 0.1%Prev: 0.1% | 1,148 SH | Increased |
| AMAZON COM INC | COM | $580K | 0.1%Prev: 0.1% | 2,560 SH | Increased |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $9.1M | 2.3%Prev: 2.3% | 109,710 SH | Increased+2,149 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $50.2M | 12.8%Prev: 12.7% | 529,894 SH | Increased-2,122 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $27.3M | 7.0%Prev: 6.9% | 242,241 SH | Increased+4,394 SH |
| APPLE INC | COM | $2.3M | 0.6%Prev: 0.6% | 8,584 SH | Increased-266 SH |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $13.4M | 3.4%Prev: 3.5% | 314,352 SH | Increased+2,999 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $25.4M | 6.5%Prev: 6.5% | 361,021 SH | Increased+7,242 SH |
| FS CREDIT OPPORTUNITIES CORP | COMMON STOCK | $64K | 0.0%Prev: 0.0% | 10,146 SH | Decreased-884 SH |
| HEALTH CATALYST INC | COM | $25K | 0.0%Prev: 0.0% | 10,998 SH | Decreased |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | $338K | 0.1%Prev: 0.1% | 4,741 SH | Decreased+26 SH |
| INVESCO QQQ TR | UNIT SER 1 | $635K | 0.2%Prev: 0.2% | 1,036 SH | Increased+73 SH |
| ISHARES TR | CORE 30/70 CONSE | $242K | 0.1% | 6,001 SH | New |
| ISHARES TR | CORE 60/40 BALAN | $409K | 0.1%Prev: 0.1% | 6,262 SH | Increased+174 SH |
| ISHARES TR | CORE 80/20 AGGRE | $454K | 0.1%Prev: 0.1% | 5,047 SH | Increased+72 SH |
| ISHARES TR | CORE S&P500 ETF | $102.1M | 26.1%Prev: 26.4% | 148,837 SH | Increased+1,310 SH |
| JANUS DETROIT STR TR | HENDERSON MTG | $41.8M | 10.7%Prev: 10.6% | 918,067 SH | Increased+43,628 SH |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $21.1M | 5.4%Prev: 5.3% | 417,349 SH | Increased+23,855 SH |
| LOCKHEED MARTIN CORP | COM | $502K | 0.1%Prev: 0.1% | 1,009 SH | Decreased |
| MARRIOTT INTL INC NEW | CL A | $946K | 0.2%Prev: 0.2% | 3,017 SH | Increased-197 SH |
| MICROSOFT CORP | COM | $715K | 0.2%Prev: 0.2% | 1,513 SH | Decreased-169 SH |
| MORGAN STANLEY | COM NEW | $763K | 0.2% | 4,193 SH | New |
| NVIDIA CORPORATION | COM | $220K | 0.1%Prev: 0.1% | 1,163 SH | Decreased-220 SH |
| RBB FD INC | US TREAS 3 MNTH | $11.3M | 2.9%Prev: 2.8% | 227,379 SH | Increased+19,453 SH |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | $6.3M | 1.6%Prev: 1.7% | 137,675 SH | Increased+2,750 SH |
| SPDR GOLD TR | GOLD SHS | $309K | 0.1%Prev: 0.1% | 775 SH | Increased |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $46.6M | 11.9%Prev: 11.9% | 76,242 SH | Increased+1,958 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $384K | 0.1%Prev: 0.1% | 790 SH | Decreased-72 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $646K | 0.2%Prev: 0.2% | 2,209 SH | Decreased-178 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $295K | 0.1%Prev: 0.1% | 469 SH | Increased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $323K | 0.1%Prev: 0.1% | 960 SH | Decreased-32 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $990K | 0.3%Prev: 0.3% | 6,964 SH | Decreased-627 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $14.7M | 3.8%Prev: 3.8% | 292,191 SH | Increased+6,995 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $9.6M | 2.5%Prev: 2.5% | 115,213 SH | Increased+1,598 SH |
| VISA INC | COM CL A | $556K | 0.1%Prev: 0.1% | 1,604 SH | Decreased |
| 13F-HR/A |
| 0001085146-25-004304 |
| $338.4M |
| View |
| Apr 9, 2025 | Q1 2025 | 13F-HR | 0001085146-25-001963 | $301.4M | View |