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CIK 0001758543 • 7 13F filings • May 6, 2025 – Oct 15, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $7.5M | 1.9% | 56,814 SH | |
| ABBVIE INC | COM | $7.7M | 1.9% | 36,790 SH | |
| ABRDN ETFS | BBRG ALL COMD K1 | $20.0M | 5.0% | 930,875 SH | |
| ALPHABET INC | CAP STK CL C | $1.3M | 0.3% | 8,597 SH | |
| AMAZON COM INC | COM | $1.5M | 0.4% | 8,032 SH | |
| AMCOR PLC | ORD | $617K | 0.2% | 63,610 SH | |
| APPLE INC | COM | $3.0M | 0.7% | 13,286 SH | |
| ASML HOLDING N V | N Y REGISTRY SHS | $1.3M | 0.3% | 1,947 SH | |
| AT&T INC | COM | $205K | 0.1% | 7,232 SH | |
| AUTOMATIC DATA PROCESSING IN | COM | $7.1M | 1.8% | 23,174 SH | |
| BANK AMERICA CORP | COM | $343K | 0.1% | 8,222 SH | |
| BRITISH AMERN TOB PLC | SPONSORED ADR | $714K | 0.2% | 17,250 SH | |
| BROADCOM INC | COM | $1.2M | 0.3% | 7,179 SH | |
| CATERPILLAR INC | COM | $483K | 0.1% | 1,465 SH | |
| CHEVRON CORP NEW | COM | $7.2M | 1.8% | 43,036 SH | |
| CHUBB LIMITED | COM | $706K | 0.2% | 2,339 SH | |
| CINTAS CORP | COM | $6.2M | 1.6% | 30,248 SH | |
| COCA COLA CO | COM | $7.4M | 1.8% | 102,666 SH | |
| COLGATE PALMOLIVE CO | COM | $358K | 0.1% | 3,819 SH | |
| COSTCO WHSL CORP NEW | COM | $1.5M | 0.4% | 1,599 SH | |
| ECOLAB INC | COM | $5.6M | 1.4% | 22,229 SH | |
| ETFS GOLD TR | PHYSCL GOLD SHS | $1.5M | 0.4% | 51,711 SH | |
| EXXON MOBIL CORP | COM | $7.1M | 1.8% | 59,322 SH | |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $13.3M | 3.3% | 292,033 SH | |
| FRANKLIN ETF TR | SHRT DUR US GOVT | $2.1M | 0.5% | 23,407 SH | |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | $3.1M | 0.8% | 31,430 SH | |
| ILLINOIS TOOL WKS INC | COM | $6.2M | 1.5% | 24,885 SH | |
| INFOSYS LTD | SPONSORED ADR | $570K | 0.1% | 31,212 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $7.6M | 1.9% | 30,479 SH | |
| INVESCO ACTIVELY MANAGED EXC | ULTRA SHRT DUR | $457K | 0.1% | 9,125 SH | |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | $1.1M | 0.3% | 14,153 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $348K | 0.1% | 742 SH | |
| ISHARES GOLD TR | ISHARES NEW | $3.1M | 0.8% | 53,028 SH | |
| ISHARES INC | MSCI MLY ETF NEW | $460K | 0.1% | 19,942 SH | |
| ISHARES INC | MSCI SINGPOR ETF | $763K | 0.2% | 32,123 SH | |
| ISHARES TR | 10-20 YR TRS ETF | $2.3M | 0.6% | 22,496 SH | |
| ISHARES TR | 7-10 YR TRSY BD | $18.4M | 4.6% | 193,214 SH | |
| ISHARES TR | BROAD USD HIGH | $3.5M | 0.9% | 95,645 SH | |
| ISHARES TR | CORE MSCI EAFE | $524K | 0.1% | 6,931 SH | |
| ISHARES TR | CORE S&P500 ETF | $753K | 0.2% | 1,341 SH | |
| ISHARES TR | CORE US AGGBD ET | $15.2M | 3.8% | 153,620 SH | |
| ISHARES TR | CRE U S REIT ETF | $17.8M | 4.5% | 308,737 SH | |
| ISHARES TR | GLB CNSM STP ETF | $245K | 0.1% | 3,827 SH | |
| ISHARES TR | IBOXX HI YD ETF | $3.7M | 0.9% | 46,758 SH | |
| ISHARES TR | MSCI EAFE ETF | $18.6M | 4.7% | 227,216 SH | |
| ISHARES TR | MSCI USA VALUE | $2.0M | 0.5% | 18,795 SH | |
| ISHARES TR | TIPS BD ETF | $6.5M | 1.6% | 58,487 SH | |
| ISHARES TR | U.S. REAL ES ETF | $830K | 0.2% | 8,664 SH | |
| JOHNSON & JOHNSON | COM | $7.1M | 1.8% | 42,621 SH | |
| LINDE PLC | SHS | $680K | 0.2% | 1,461 SH | |
| LOWES COS INC | COM | $6.4M | 1.6% | 27,558 SH | |
| MASTERCARD INCORPORATED | CL A | $239K | 0.1% | 436 SH | |
| MCDONALDS CORP | COM | $7.3M | 1.8% | 23,286 SH | |
| MEDTRONIC PLC | SHS | $6.9M | 1.7% | 76,506 SH | |
| META PLATFORMS INC | CL A | $1.5M | 0.4% | 2,577 SH | |
| MICROSOFT CORP | COM | $2.1M | 0.5% | 5,487 SH | |
| NETFLIX INC | COM | $1.5M | 0.4% | 1,607 SH | |
| NEXTERA ENERGY INC | COM | $6.4M | 1.6% | 90,407 SH | |
| NOVARTIS AG | SPONSORED ADR | $672K | 0.2% | 6,030 SH | |
| NUVEEN FLOATING RATE INCOME | COM | $159K | 0.0% | 18,757 SH | |
| NVIDIA CORPORATION | COM | $3.9M | 1.0% | 35,699 SH | |
| PENTAIR PLC | SHS | $590K | 0.1% | 6,742 SH | |
| PEPSICO INC | COM | $6.3M | 1.6% | 41,990 SH | |
| PIMCO ETF TR | 0-5 HIGH YIELD | $3.4M | 0.9% | 36,728 SH | |
| PROCTER AND GAMBLE CO | COM | $6.7M | 1.7% | 39,484 SH | |
| PROSHARES TR | S&P 500 DV ARIST | $13.1M | 3.3% | 128,292 SH | |
| S&P GLOBAL INC | COM | $7.1M | 1.8% | 13,991 SH | |
| SANOFI | SPONSORED ADR | $696K | 0.2% | 12,550 SH | |
| SAP SE | SPON ADR | $685K | 0.2% | 2,550 SH | |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $2.4M | 0.6% | 95,655 SH | |
| SELECT SECTOR SPDR TR | ENERGY | $857K | 0.2% | 9,166 SH | |
| SELECT SECTOR SPDR TR | FINANCIAL | $864K | 0.2% | 17,351 SH | |
| SELECT SECTOR SPDR TR | INDL | $828K | 0.2% | 6,318 SH | |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | $776K | 0.2% | 3,932 SH | |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | $854K | 0.2% | 10,455 SH | |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $798K | 0.2% | 5,463 SH | |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | $966K | 0.2% | 12,257 SH | |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $780K | 0.2% | 3,776 SH | |
| SHERWIN WILLIAMS CO | COM | $6.6M | 1.7% | 18,878 SH | |
| SPDR GOLD TR | GOLD SHS | $803K | 0.2% | 2,786 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $20.8M | 5.2% | 37,197 SH | |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $9.9M | 2.5% | 18,520 SH | |
| SPDR SER TR | BBG CONV SEC ETF | $9.2M | 2.3% | 120,671 SH | |
| SPDR SER TR | BLOOMBERG 1-3 MO | $2.5M | 0.6% | 26,728 SH | |
| SPDR SER TR | BLOOMBERG HIGH Y | $4.9M | 1.2% | 51,043 SH | |
| SPDR SER TR | PORTFLI INTRMDIT | $3.4M | 0.9% | 119,647 SH | |
| SPDR SER TR | PORTFOLIO AGRGTE | $887K | 0.2% | 34,718 SH | |
| UNILEVER PLC | SPON ADR NEW | $675K | 0.2% | 11,343 SH | |
| UNITEDHEALTH GROUP INC | COM | $455K | 0.1% | 869 SH | |
| VANECK MERK GOLD ETF | GOLD SHS | $343K | 0.1% | 11,379 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $357K | 0.1% | 4,555 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $238K | 0.1% | 920 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $2.6M | 0.7% | 28,918 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $442K | 0.1% | 1,992 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.3M | 0.6% | 8,201 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $10.2M | 2.6% | 129,065 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | $668K | 0.2% | 8,286 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $529K | 0.1% | 10,411 SH | |
| VANGUARD WORLD FD | COMM SRVC ETF | $799K | 0.2% | 5,384 SH | |
| VANGUARD WORLD FD | ENERGY ETF | $300K | 0.1% | 2,310 SH | |
| WALMART INC | COM | $7.1M | 1.8% | 80,310 SH |
| 13F-HR |
| 0001758543-25-000002 |
| $453.1M |
| View |
| Jul 23, 2026 | Q2 2026 | 13F-HR | 0001758543-26-000004 | $474.3M | View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001214659-25-012000 | $411.7M | View |
| Apr 23, 2026 | Q1 2026 | 13F-HR | 0001758543-26-000003 | $448.4M | View |
| May 6, 2025 | Q1 2025 | 13F-HR | 0001214659-25-007031 | $398.4M | View |