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CIK 0001642058 • 6 13F filings • Apr 25, 2025 – Aug 25, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $451K | 0.2%Prev: 0.2% | 1,976 SH | Decreased-191 SH |
| ADVANCED MICRO DEVICES INC | COM | $514K | 0.2%Prev: 0.2% | 2,399 SH | Increased-465 SH |
| ALPHABET INC | CAP STK CL C | $646K | 0.2%Prev: 0.2% | 2,059 SH | Increased+175 SH |
| ALPS ETF TR | ALERIAN MLP | $235K | 0.1%Prev: 0.1% | 4,990 SH | Increased+700 SH |
| AMAZON COM INC | COM | $3.1M | 1.0%Prev: 1.0% | 13,462 SH | Increased+218 SH |
| AMPLIFY ETF TR | AMPLIFY ETHO CLI | $228K | 0.1%Prev: 0.1% | 3,486 SH | Decreased-561 SH |
| AMPLIFY ETF TR | CWP ENHANCED DIV | $3.2M | 1.1%Prev: 1.0% | 70,820 SH | Increased+4,050 SH |
| AMPLIFY ETF TR | CWP INTL ENHANCE | $1.5M | 0.5%Prev: 0.1% | 39,825 SH | Increased+29,125 SH |
| APPLE INC | COM | $13.2M | 4.4%Prev: 4.1% | 48,544 SH | Increased+267 SH |
| APPLIED MATLS INC | COM | $362K | 0.1%Prev: 0.1% | 1,407 SH | Increased+157 SH |
| BOEING CO | COM | $319K | 0.1%Prev: 0.1% | 1,470 SH | Increased+185 SH |
| BROADCOM INC | COM | $1.3M | 0.4%Prev: 0.5% | 3,671 SH | Decreased-839 SH |
| CATERPILLAR INC | COM | $303K | 0.1%Prev: 0.1% | 528 SH | Increased+11 SH |
| CHEVRON CORP NEW | COM | $213K | 0.1%Prev: 0.1% | 1,397 SH | Decreased-158 SH |
| CISCO SYS INC | COM | $472K | 0.2%Prev: 0.1% | 6,128 SH | Increased+800 SH |
| COCA COLA CO | COM | $420K | 0.1%Prev: 0.1% | 6,001 SH | Increased+534 SH |
| COHEN & STEERS ETF TRUST | PREFERRED AND IN | $1.1M | 0.4%Prev: 0.2% | 42,280 SH | Increased+14,776 SH |
| COLUMBIA ETF TR I | INTERNATIONAL EQ | $2.1M | 0.7%Prev: 0.6% | 56,193 SH | Increased+3,645 SH |
| COSTCO WHSL CORP NEW | COM | $2.2M | 0.7%Prev: 0.8% | 2,557 SH | Decreased+68 SH |
| DBX ETF TR | XTRACK MSCI EAFE | $17.6M | 5.9%Prev: 5.6% | 366,799 SH | Increased+1,418 SH |
| DEERE & CO | COM | $201K | 0.1% | 431 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $3.3M | 1.1%Prev: 1.1% | 82,912 SH | Decreased-6,340 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $492K | 0.2%Prev: 0.2% | 6,631 SH | Increased |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $226K | 0.1%Prev: 0.1% | 4,852 SH | Increased |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $1.1M | 0.4%Prev: 0.4% | 16,022 SH | Increased+1 SH |
| ELI LILLY & CO | COM | $740K | 0.2%Prev: 0.2% | 689 SH | Increased-46 SH |
| ETFS GOLD TR | PHYSCL GOLD SHS | $424K | 0.1%Prev: 0.1% | 10,318 SH | Increased+386 SH |
| EXXON MOBIL CORP | COM | $877K | 0.3%Prev: 0.3% | 7,285 SH | Increased+161 SH |
| GE AEROSPACE | COM NEW | $240K | 0.1%Prev: 0.1% | 780 SH | Increased |
| GE VERNOVA INC | COM | $479K | 0.2%Prev: 0.2% | 733 SH | Decreased-154 SH |
| HOME DEPOT INC | COM | $297K | 0.1%Prev: 0.1% | 864 SH | Decreased-130 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $350K | 0.1%Prev: 0.1% | 1,183 SH | Increased+119 SH |
| INVESCO EXCH TRADED FD TR II | PFD ETF | $119K | 0.0%Prev: 0.1% | 10,600 SH | Decreased-4,000 SH |
| INVESCO EXCH TRADED FD TR II | S&P500 HDL VOL | $559K | 0.2%Prev: 0.2% | 11,650 SH | Increased+650 SH |
| INVESCO EXCHANGE TRADED FD T | HIG YLD EQ DIV | $236K | 0.1%Prev: 0.1% | 11,600 SH | Decreased-1,500 SH |
| INVESCO QQQ TR | UNIT SER 1 | $15.6M | 5.2%Prev: 4.9% | 25,425 SH | Increased+561 SH |
| IQVIA HLDGS INC | COM | $250K | 0.1%Prev: 0.1% | 1,107 SH | Decreased-502 SH |
| ISHARES TR | CORE DIV GRWTH | $2.3M | 0.8%Prev: 0.8% | 33,463 SH | Decreased-690 SH |
| ISHARES TR | CORE HIGH DV ETF | $307K | 0.1%Prev: 0.1% | 2,527 SH | Decreased |
| ISHARES TR | CORE S&P MCP ETF | $998K | 0.3%Prev: 0.2% | 15,123 SH | Increased+5,150 SH |
| ISHARES TR | CORE S&P SCP ETF | $552K | 0.2%Prev: 0.1% | 4,594 SH | Increased+2,682 SH |
| ISHARES TR | CORE S&P500 ETF | $1.6M | 0.5%Prev: 0.1% | 2,293 SH | Increased+1,841 SH |
| ISHARES TR | ESG AW MSCI EAFE | $358K | 0.1%Prev: 0.1% | 3,761 SH | Increased |
| ISHARES TR | ESG MSCI KLD 400 | $1.9M | 0.6%Prev: 0.6% | 14,921 SH | Decreased-369 SH |
| ISHARES TR | ESG OPTIMIZED | $256K | 0.1%Prev: 0.1% | 1,840 SH | Increased |
| ISHARES TR | EXPND TEC SC ETF | $294K | 0.1%Prev: 0.1% | 2,279 SH | Increased |
| ISHARES TR | MSCI EAFE ETF | $389K | 0.1%Prev: 0.1% | 4,055 SH | Increased |
| ISHARES TR | MSCI USA QLT FCT | $1.5M | 0.5%Prev: 0.5% | 7,303 SH | Increased-75 SH |
| ISHARES TR | NATIONAL MUN ETF | $2.6M | 0.9%Prev: 0.9% | 23,920 SH | Decreased-188 SH |
| ISHARES TR | PFD AND INCM SEC | $1.2M | 0.4%Prev: 0.6% | 40,366 SH | Decreased-14,250 SH |
| ISHARES TR | RUS 1000 GRW ETF | $789K | 0.3%Prev: 0.3% | 1,666 SH | Increased |
| ISHARES TR | RUS 1000 VAL ETF | $692K | 0.2%Prev: 0.2% | 3,291 SH | Increased |
| ISHARES TR | RUS MD CP GR ETF | $559K | 0.2%Prev: 0.2% | 4,080 SH | Decreased-83 SH |
| ISHARES TR | S&P 500 GRWT ETF | $557K | 0.2%Prev: 0.1% | 4,517 SH | Increased+785 SH |
| J P MORGAN EXCHANGE TRADED F | HIGH YIELD MUNI | $499K | 0.2%Prev: 0.1% | 9,934 SH | Increased+5,226 SH |
| JOHNSON & JOHNSON | COM | $676K | 0.2%Prev: 0.2% | 3,264 SH | Increased-273 SH |
| JOHNSON CTLS INTL PLC | SHS | $207K | 0.1%Prev: 0.1% | 1,731 SH | Decreased-465 SH |
| JPMORGAN CHASE & CO. | COM | $805K | 0.3%Prev: 0.3% | 2,499 SH | Decreased-609 SH |
| LOWES COS INC | COM | $201K | 0.1%Prev: 0.1% | 833 SH | Decreased |
| MCDONALDS CORP | COM | $670K | 0.2%Prev: 0.2% | 2,191 SH | Increased+26 SH |
| META PLATFORMS INC | CL A | $580K | 0.2%Prev: 0.2% | 879 SH | Decreased-80 SH |
| MICROSOFT CORP | COM | $23.3M | 7.8%Prev: 8.4% | 48,111 SH | Decreased-678 SH |
| MONSTER BEVERAGE CORP NEW | COM | $230K | 0.1%Prev: 0.1% | 3,000 SH | Increased |
| MORGAN STANLEY ETF TRUST | CALVERT INTERNAT | $2.3M | 0.8%Prev: 0.7% | 32,006 SH | Increased+3,030 SH |
| NETFLIX INC | COM | $597K | 0.2%Prev: 0.2% | 6,370 SH | Decreased+5,743 SH |
| NUSHARES ETF TR | NUVEEN ESG INTL | $214K | 0.1%Prev: 0.1% | 5,916 SH | Decreased-524 SH |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | $2.0M | 0.7%Prev: 0.7% | 20,144 SH | Decreased-373 SH |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | $235K | 0.1%Prev: 0.1% | 5,260 SH | Decreased-1,399 SH |
| NVIDIA CORPORATION | COM | $3.3M | 1.1%Prev: 0.9% | 17,786 SH | Increased+2,433 SH |
| ORACLE CORP | COM | $282K | 0.1%Prev: 0.1% | 1,445 SH | Decreased+109 SH |
| PARNASSUS INCOME FDS | CORE SELECT ETF | $3.1M | 1.0%Prev: 1.0% | 115,099 SH | Increased-735 SH |
| PGIM ETF TR | JENNISON INT OPP | $361K | 0.1%Prev: 0.2% | 5,892 SH | Decreased-1,803 SH |
| PIMCO EQUITY SER | RAFI ESG US | $2.6M | 0.9%Prev: 0.8% | 63,092 SH | Increased+479 SH |
| PIMCO ETF TR | ENHANCD SHORT | $278K | 0.1%Prev: 0.1% | 2,816 SH | Decreased-40 SH |
| PIMCO ETF TR | ENHNCD LW DUR AC | $218K | 0.1% | 2,269 SH | New |
| PIMCO ETF TR | MULTISECTOR BD | $791K | 0.3%Prev: 0.1% | 29,650 SH | Increased+13,471 SH |
| PROCTER AND GAMBLE CO | COM | $364K | 0.1%Prev: 0.1% | 2,538 SH | Decreased+12 SH |
| PROSHARES TR | ULTRAPRO QQQ | $271K | 0.1%Prev: 0.1% | 5,138 SH | Increased+2,569 SH |
| PROSHARES TR | ULTRPRO S&P500 | $208K | 0.1%Prev: 0.1% | 1,794 SH | Increased |
| RTX CORPORATION | COM | $280K | 0.1%Prev: 0.1% | 1,527 SH | Increased+296 SH |
| SALESFORCE INC | COM | $231K | 0.1%Prev: 0.1% | 872 SH | Decreased-164 SH |
| SBA COMMUNICATIONS CORP NEW | CL A | $339K | 0.1%Prev: 0.1% | 1,750 SH | Increased |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $25.0M | 8.4%Prev: 8.2% | 909,673 SH | Increased+6,165 SH |
| SELECT SECTOR SPDR TR | STATE STREET IND | $1.1M | 0.4% | 6,973 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $4.7M | 1.6% | 32,660 SH | New |
| SOUND FINL BANCORP INC | COM | $650K | 0.2%Prev: 0.2% | 14,897 SH | Decreased |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $4.2M | 1.4%Prev: 1.3% | 93,872 SH | Increased-258 SH |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $7.1M | 2.4%Prev: 2.4% | 151,969 SH | Decreased-174 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $54.1M | 18.1% | 791,540 SH | New |
| STARBUCKS CORP | COM | $955K | 0.3%Prev: 0.3% | 11,344 SH | Increased+271 SH |
| TCW ETF TRUST | TRANSFORM SYSTEM | $2.1M | 0.7%Prev: 0.3% | 21,963 SH | Increased+11,591 SH |
| TCW ETF TRUST | TRANSFRM 500 ETF | $4.3M | 1.4%Prev: 1.7% | 53,205 SH | Decreased-11,222 SH |
| TESLA INC | COM | $460K | 0.2%Prev: 0.1% | 1,023 SH | Increased+134 SH |
| TJX COS INC NEW | COM | $258K | 0.1%Prev: 0.1% | 1,677 SH | Decreased-493 SH |
| TRANE TECHNOLOGIES PLC | SHS | $354K | 0.1%Prev: 0.2% | 910 SH | Decreased-292 SH |
| UNITEDHEALTH GROUP INC | COM | $283K | 0.1%Prev: 0.1% | 857 SH | Decreased-188 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $275K | 0.1%Prev: 0.1% | 3,708 SH | Decreased-1,334 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $14.7M | 4.9%Prev: 5.1% | 30,125 SH | Decreased-1,846 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $3.9M | 1.3%Prev: 1.3% | 12,365 SH | Increased-113 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $2.6M | 0.9%Prev: 0.9% | 9,077 SH | Decreased-388 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $295K | 0.1%Prev: 0.1% | 3,334 SH | Increased+151 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $910K | 0.3%Prev: 0.3% | 1,451 SH | Increased+7 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $5.6M | 1.9%Prev: 1.9% | 21,896 SH | Increased-154 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $438K | 0.1%Prev: 0.1% | 1,449 SH | Increased-15 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.8M | 0.9%Prev: 0.8% | 8,252 SH | Increased+772 SH |
| VANGUARD INDEX FDS | VALUE ETF | $497K | 0.2%Prev: 0.2% | 2,600 SH | Increased-50 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $1.8M | 0.6%Prev: 0.6% | 24,238 SH | Increased-196 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.7M | 0.6%Prev: 0.6% | 31,901 SH | Increased+781 SH |
| VANGUARD MALVERN FDS | CORE-PLUS BD ETF | $408K | 0.1% | 5,224 SH | New |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $4.9M | 1.6%Prev: 1.6% | 22,304 SH | Increased-20 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $5.9M | 2.0%Prev: 1.8% | 94,174 SH | Increased+1,559 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $2.0M | 0.7%Prev: 0.6% | 13,868 SH | Increased+52 SH |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $622K | 0.2%Prev: 0.2% | 6,908 SH | Increased+550 SH |
| VANGUARD WORLD FD | HEALTH CAR ETF | $398K | 0.1%Prev: 0.1% | 1,382 SH | Increased+1 SH |
| VANGUARD WORLD FD | INF TECH ETF | $913K | 0.3%Prev: 0.3% | 1,211 SH | Increased+39 SH |
| VISA INC | COM CL A | $838K | 0.3%Prev: 0.3% | 2,390 SH | Decreased-437 SH |
| WALMART INC | COM | $622K | 0.2%Prev: 0.2% | 5,585 SH | Decreased-1,000 SH |
| WASTE MGMT INC DEL | COM | $237K | 0.1%Prev: 0.1% | 1,080 SH | Decreased-1 SH |
| WELLS FARGO CO NEW | COM | $837K | 0.3%Prev: 0.2% | 8,978 SH | Increased+370 SH |
| WISDOMTREE TR | US MIDCAP DIVID | $2.6M | 0.9%Prev: 0.9% | 50,379 SH | Decreased-419 SH |
| WISDOMTREE TR | US MIDCAP FUND | $238K | 0.1%Prev: 0.1% | 3,563 SH | Increased |
| 13F-HR |
| 0001642058-26-000005 |
| $379.9M |
| View |
| Jul 22, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004028 | $273.8M | View |
| May 19, 2026 | Q1 2026 | 13F-HR | 0001642058-26-000004 | $308.6M | View |
| Apr 25, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002342 | $251.2M | View |