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CIK 0001683754 • 6 13F filings • Apr 7, 2025 – Jul 9, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $2.2M | 0.7% | 9,766 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $741K | 0.3% | 1,392 SH | |
| CHUBB LIMITED | COM | $1.2M | 0.4% | 3,964 SH | |
| CSX CORP | COM | $364K | 0.1% | 12,382 SH | |
| ELI LILLY & CO | COM | $881K | 0.3% | 1,067 SH | |
| EVERSOURCE ENERGY | COM | $219K | 0.1% | 3,520 SH | |
| INNOVATOR ETFS TRUST | EQUITY DEFIN 1YR | $778K | 0.3% | 30,949 SH | |
| INNOVATOR ETFS TRUST | EQUITY DEFINED P | $2.5M | 0.8% | 100,664 SH | |
| INNOVATOR ETFS TRUST | US EQT ULTRA BF | $223K | 0.1% | 5,835 SH | |
| INNOVATOR ETFS TRUST | US EQTY ULTRA B | $270K | 0.1% | 7,858 SH | |
| INNOVATOR ETFS TRUST | US EQTY ULTRA BU | $221K | 0.1% | 6,501 SH | |
| INVESCO EXCH TRADED FD TR II | SR LN ETF | $1.5M | 0.5% | 74,454 SH | |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | $925K | 0.3% | 44,751 SH | |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | $727K | 0.2% | 37,336 SH | |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | $294K | 0.1% | 15,021 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $2.5M | 0.9% | 5,373 SH | |
| ISHARES TR | 0-5 YR TIPS ETF | $510K | 0.2% | 4,933 SH | |
| ISHARES TR | 0-5YR INVT GR CP | $981K | 0.3% | 19,504 SH | |
| ISHARES TR | 7-10 YR TRSY BD | $278K | 0.1% | 2,911 SH | |
| ISHARES TR | BROAD USD HIGH | $10.0M | 3.4% | 271,545 SH | |
| ISHARES TR | CORE 1 5 YR USD | $1.6M | 0.5% | 32,305 SH | |
| ISHARES TR | CORE DIV GRWTH | $11.6M | 3.9% | 188,100 SH | |
| ISHARES TR | CORE HIGH DV ETF | $2.9M | 1.0% | 24,037 SH | |
| ISHARES TR | CORE INTL AGGR | $2.5M | 0.8% | 49,482 SH | |
| ISHARES TR | CORE MSCI INTL | $2.2M | 0.8% | 32,257 SH | |
| ISHARES TR | CORE MSCI TOTAL | $6.5M | 2.2% | 92,447 SH | |
| ISHARES TR | CORE S&P MCP ETF | $4.4M | 1.5% | 76,050 SH | |
| ISHARES TR | CORE S&P SCP ETF | $452K | 0.2% | 4,326 SH | |
| ISHARES TR | CORE S&P TTL STK | $247K | 0.1% | 2,020 SH | |
| ISHARES TR | CORE S&P US GWT | $701K | 0.2% | 5,520 SH | |
| ISHARES TR | CORE TOTAL USD | $2.9M | 1.0% | 63,649 SH | |
| ISHARES TR | CORE US AGGBD ET | $13.7M | 4.6% | 138,487 SH | |
| ISHARES TR | ESG AW MSCI EAFE | $334K | 0.1% | 4,092 SH | |
| ISHARES TR | ESG AWR US AGRGT | $219K | 0.1% | 4,616 SH | |
| ISHARES TR | FLTG RATE NT ETF | $6.1M | 2.0% | 118,727 SH | |
| ISHARES TR | INTRM GOV CR ETF | $516K | 0.2% | 4,865 SH | |
| ISHARES TR | ISHS 5-10YR INVT | $347K | 0.1% | 6,603 SH | |
| ISHARES TR | MBS ETF | $890K | 0.3% | 9,493 SH | |
| ISHARES TR | MRGSTR MD CP GRW | $242K | 0.1% | 3,385 SH | |
| ISHARES TR | MSCI EAFE ETF | $248K | 0.1% | 3,029 SH | |
| ISHARES TR | NATIONAL MUN ETF | $2.0M | 0.7% | 18,842 SH | |
| ISHARES TR | PFD AND INCM SEC | $1.4M | 0.5% | 45,627 SH | |
| ISHARES TR | RUS 1000 VAL ETF | $4.1M | 1.4% | 22,035 SH | |
| ISHARES TR | RUS 2000 GRW ETF | $637K | 0.2% | 2,492 SH | |
| ISHARES TR | RUS TP200 GR ETF | $336K | 0.1% | 1,591 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $257K | 0.1% | 1,291 SH | |
| ISHARES TR | S&P MC 400VL ETF | $538K | 0.2% | 4,496 SH | |
| ISHARES TR | S&P SML 600 GWT | $568K | 0.2% | 4,561 SH | |
| ISHARES TR | SELECT DIVID ETF | $385K | 0.1% | 2,869 SH | |
| ISHARES TR | SHRT NAT MUN ETF | $1.8M | 0.6% | 17,216 SH | |
| ISHARES TR | TIPS BD ETF | $616K | 0.2% | 5,544 SH | |
| JOHNSON & JOHNSON | COM | $390K | 0.1% | 2,350 SH | |
| NVIDIA CORPORATION | COM | $224K | 0.1% | 2,066 SH | |
| SCHWAB STRATEGIC TR | 5 10YR CORP BD | $396K | 0.1% | 17,625 SH | |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $533K | 0.2% | 19,350 SH | |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $370K | 0.1% | 14,874 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $572K | 0.2% | 20,465 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $2.2M | 0.7% | 87,007 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $312K | 0.1% | 14,134 SH | |
| SCHWAB STRATEGIC TR | US REIT ETF | $1.6M | 0.5% | 74,905 SH | |
| SCHWAB STRATEGIC TR | US TIPS ETF | $8.3M | 2.8% | 308,675 SH | |
| SEMPRA | COM | $203K | 0.1% | 2,842 SH | |
| SPDR INDEX SHS FDS | DJ GLB RL ES ETF | $321K | 0.1% | 7,353 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $657K | 0.2% | 1,175 SH | |
| SPDR SER TR | NUVEEN BLMBRG SH | $1.6M | 0.5% | 33,798 SH | |
| SPDR SER TR | NUVEEN BLOOMBERG | $754K | 0.3% | 29,905 SH | |
| SPDR SER TR | PRTFLO S&P500 GW | $783K | 0.3% | 9,738 SH | |
| SSGA ACTIVE ETF TR | BLACKSTONE SENR | $1.1M | 0.4% | 27,010 SH | |
| VANECK ETF TRUST | HIGH YLD MUNIETF | $983K | 0.3% | 19,198 SH | |
| VANECK ETF TRUST | SHRT HGH YLD MUN | $257K | 0.1% | 11,437 SH | |
| VANGUARD BD INDEX FDS | INTERMED TERM | $12.3M | 4.2% | 160,341 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $2.9M | 1.0% | 36,474 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $2.3M | 0.8% | 31,526 SH | |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $9.4M | 3.2% | 193,233 SH | |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $22.7M | 7.7% | 131,551 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $14.6M | 4.9% | 39,283 SH | |
| VANGUARD INDEX FDS | LARGE CAP ETF | $4.3M | 1.4% | 16,598 SH | |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $1.2M | 0.4% | 4,941 SH | |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $883K | 0.3% | 5,499 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $523K | 0.2% | 2,023 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $10.6M | 3.6% | 116,642 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $790K | 0.3% | 1,538 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $837K | 0.3% | 3,774 SH | |
| VANGUARD INDEX FDS | SML CP GRW ETF | $10.4M | 3.5% | 41,157 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $6.9M | 2.3% | 25,207 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $852K | 0.3% | 4,934 SH | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $24.6M | 8.3% | 406,011 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.2M | 0.4% | 26,833 SH | |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | $520K | 0.2% | 12,844 SH | |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $793K | 0.3% | 6,839 SH | |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $1.1M | 0.4% | 21,587 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.0M | 0.4% | 21,158 SH | |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $808K | 0.3% | 9,885 SH | |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $398K | 0.1% | 6,702 SH | |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $3.7M | 1.3% | 80,199 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $683K | 0.2% | 8,653 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $2.1M | 0.7% | 11,042 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $687K | 0.2% | 11,067 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $4.5M | 1.5% | 89,441 SH | |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | $564K | 0.2% | 8,779 SH | |
| VANGUARD WORLD FD | ESG US STK ETF | $658K | 0.2% | 6,716 SH | |
| VANGUARD WORLD FD | MEGA GRWTH IND | $30.9M | 10.4% | 99,996 SH |
| 13F-HR |
| 0001683754-25-000007 |
| $341.9M |
| View |
| Jul 9, 2026 | Q2 2026 | 13F-HR | 0001683754-26-000003 | $377.6M | View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001683754-25-000005 | $323.9M | View |
| Apr 14, 2026 | Q1 2026 | 13F-HR | 0001683754-26-000002 | $342.5M | View |
| Apr 7, 2025 | Q1 2025 | 13F-HR | 0001683754-25-000002 | $295.8M | View |