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CIK 0001707856 • 6 13F filings • Apr 25, 2025 – Jul 9, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS COM | Stock | $258K | 0.1%Prev: 0.1% | 2,118 SH | Decreased |
| ABBVIE INC COM | Stock | $461K | 0.1%Prev: 0.1% | 2,151 SH | Decreased |
| ACCENTURE LTD BERMUDA CL A | Stock | $8.0M | 2.0%Prev: 1.6% | 27,785 SH | Increased+1,914 SH |
| AIR PRODS & CHEMS INC COM | Stock | $7.7M | 1.9%Prev: 1.9% | 28,758 SH | Decreased+495 SH |
| AMAZON.COM INC | Stock | $422K | 0.1%Prev: 0.1% | 1,763 SH | Increased |
| APPLE INC | Stock | $2.7M | 0.7%Prev: 0.7% | 10,568 SH | Increased |
| BECTON DICKINSON & CO COM | Stock | $7.9M | 2.0%Prev: 1.8% | 38,187 SH | Increased+742 SH |
| CANADIAN NATIONAL RAILWAY CO | Stock | $7.5M | 1.9%Prev: 1.7% | 75,105 SH | Increased+2,045 SH |
| CATERPILLAR INC COM | Stock | $323K | 0.1%Prev: 0.1% | 500 SH | Increased |
| CHECK POINT SOFTWARE TECHNOLOGIES LTD | Stock | $6.6M | 1.6%Prev: 1.8% | 35,533 SH | Decreased+1,140 SH |
| CHEVRON CORP NEW COM | Stock | $214K | 0.1% | 1,285 SH | New |
| COLGATE PALMOLIVE CO COM | Stock | $510K | 0.1%Prev: 0.1% | 6,038 SH | Increased |
| CONOCOPHILLIPS COM | Stock | $3.1M | 0.8%Prev: 0.8% | 31,871 SH | Increased-922 SH |
| ELI LILLY & CO COM | Stock | $617K | 0.2%Prev: 0.1% | 594 SH | Increased |
| EXPEDITORS INTL WASH INC COM | Stock | $10.7M | 2.7%Prev: 2.1% | 65,713 SH | Increased-882 SH |
| EXXON MOBIL CORP COM | Stock | $11.3M | 2.8%Prev: 2.5% | 87,156 SH | Increased-1,235 SH |
| GE AEROSPACE COM NEW | Stock | $365K | 0.1%Prev: 0.1% | 1,124 SH | Increased |
| GOOGLE INC | Stock | $838K | 0.2%Prev: 0.2% | 2,540 SH | Increased |
| HOULIHAN LOKEY INC CL A | Stock | $9.9M | 2.5%Prev: 2.8% | 52,129 SH | Decreased-1,978 SH |
| HUBBELL INC COM | Stock | $10.9M | 2.7%Prev: 2.5% | 22,277 SH | Increased-591 SH |
| ISHARES FTSE NAREIT RESID PLUS CP IDX | ETF | $41.0M | 10.2%Prev: 10.1% | 474,430 SH | Increased+5,303 SH |
| ISHARES MSCI ACWI EX US | ETF | $275K | 0.1%Prev: 0.1% | 3,930 SH | Increased |
| ISHARES MSCI EAFE ETF | ETF | $1.4M | 0.4%Prev: 0.3% | 14,369 SH | Increased |
| ISHARES MSCI EMERGING MARKETS ETF | ETF | $819K | 0.2%Prev: 0.2% | 14,156 SH | Increased |
| ISHARES RUSSELL 1000 GROWTH ETF | ETF | $1.9M | 0.5%Prev: 0.5% | 3,982 SH | Increased |
| ISHARES RUSSELL 1000 VALUE ETF | ETF | $325K | 0.1%Prev: 0.1% | 1,485 SH | Increased |
| ISHARES RUSSELL 2000 ETF | ETF | $4.1M | 1.0%Prev: 1.0% | 15,421 SH | Increased-126 SH |
| ISHARES S&P 500 INDEX | ETF | $5.1M | 1.3%Prev: 1.4% | 7,364 SH | Decreased-745 SH |
| ISHARES S&P SMALLCAP 600 ETF | ETF | $2.3M | 0.6%Prev: 0.5% | 18,211 SH | Increased |
| ISHARES TR RUSSELL 1000 INDEX ETF | ETF | $36.0M | 8.9%Prev: 8.9% | 94,964 SH | Increased-1,452 SH |
| JOHNSON & JOHNSON COM | Stock | $10.5M | 2.6%Prev: 2.3% | 48,149 SH | Increased-1,255 SH |
| JPMORGAN CHASE & CO. COM | Stock | $232K | 0.1%Prev: 0.1% | 741 SH | Decreased |
| MARSH COM | Stock | $6.6M | 1.6% | 36,169 SH | New |
| MCDONALDS CORP COM | Stock | $256K | 0.1%Prev: 0.1% | 832 SH | Increased |
| MEDTRONIC PLC SHS | Stock | $8.2M | 2.0%Prev: 2.1% | 85,121 SH | Decreased-1,758 SH |
| MICROSOFT | Stock | $10.4M | 2.6%Prev: 3.1% | 22,658 SH | Decreased-735 SH |
| NOVARTIS AG ADR | ADR | $10.2M | 2.5%Prev: 2.4% | 70,511 SH | Increased-3,468 SH |
| NVIDIA CORPORATION COM | Stock | $861K | 0.2%Prev: 0.2% | 4,624 SH | Decreased-630 SH |
| PEPSICO INC COM | Stock | $7.6M | 1.9%Prev: 1.8% | 52,038 SH | Increased+731 SH |
| PHILLIPS 66 | Stock | $3.3M | 0.8%Prev: 1.1% | 23,743 SH | Decreased-8,774 SH |
| PROCTER & GAMBLE CO COM | Stock | $7.3M | 1.8% | 50,223 SH | New |
| PUBLIC STORAGE OPER CO COM | REIT | $7.7M | 1.9%Prev: 1.9% | 26,299 SH | Increased+554 SH |
| RTX CORPORATION COM | Stock | $12.3M | 3.1%Prev: 2.8% | 61,128 SH | Increased-5,218 SH |
| VANGUARD FTSE ALL WORLD EX-US ETF | ETF | $349K | 0.1%Prev: 0.1% | 2,337 SH | Increased |
| VANGUARD INTERMEDIATE-TERM BOND ETF | ETF | $37.6M | 9.3%Prev: 9.7% | 484,016 SH | Decreased-8,620 SH |
| VANGUARD LARGE CAP | ETF | $2.8M | 0.7%Prev: 0.7% | 8,770 SH | Increased |
| VANGUARD REIT INDEX ETF | ETF | $796K | 0.2%Prev: 0.2% | 8,595 SH | Increased |
| VANGUARD S&P 500 ETF | ETF | $71.9M | 17.8%Prev: 18.3% | 112,994 SH | Decreased-5,007 SH |
| VANGUARD SMALL CAP ETF | ETF | $922K | 0.2%Prev: 0.2% | 3,345 SH | Increased |
| VISA INC | Stock | $9.2M | 2.3%Prev: 2.5% | 27,942 SH | Decreased-544 SH |
| WALMART INC COM | Stock | $1.1M | 0.3%Prev: 0.3% | 9,483 SH | Increased-147 SH |
| WEC ENERGY GROUP INC COM | Stock | $8.8M | 2.2%Prev: 2.4% | 81,486 SH | Decreased-1,505 SH |
| 13F-HR |
| 0001707856-26-000003 |
| $442.2M |
| View |
| Jul 25, 2025 | Q2 2025 | 13F-HR | 0001707856-25-000003 | $383.0M | View |
| Apr 24, 2026 | Q1 2026 | 13F-HR | 0001707856-26-000002 | $419.7M | View |
| Apr 25, 2025 | Q1 2025 | 13F-HR | 0001707856-25-000002 | $370.8M | View |