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CIK 0001760076 • 7 13F filings • Apr 28, 2025 – Oct 16, 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 | $316K | 0.0% | 2,383 SH | |
| ABBVIE INC | COM | $231K | 0.0% | 1,102 SH | |
| ADOBE INC | COM | $248K | 0.0% | 647 SH | |
| ALPHABET INC | CAP STK CL A | $1.2M | 0.1% | 8,083 SH | |
| ALPHABET INC | CAP STK CL C | $769K | 0.1% | 4,923 SH | |
| AMAZON COM INC | COM | $1.1M | 0.1% | 5,760 SH | |
| AMERICAN CENTY ETF TR | AVANTIS EMERGING | $272K | 0.0% | 5,587 SH | |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | $7.2M | 0.8% | 152,102 SH | |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | $13.4M | 1.6% | 237,243 SH | |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $50.1M | 5.8% | 769,050 SH | |
| AMERICAN CENTY ETF TR | US SML CP VALU | $6.9M | 0.8% | 79,134 SH | |
| APPLE INC | COM | $3.5M | 0.4% | 15,774 SH | |
| APPLIED MATLS INC | COM | $414K | 0.0% | 2,851 SH | |
| APPLOVIN CORP | COM CL A | $368K | 0.0% | 1,387 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $358K | 0.0% | 673 SH | |
| BLACKSTONE SECD LENDING FD | COMMON STOCK | $15.0M | 1.7% | 464,593 SH | |
| BROADCOM INC | COM | $554K | 0.1% | 3,307 SH | |
| CENCORA INC | COM | $336K | 0.0% | 1,208 SH | |
| CHARLES RIV LABS INTL INC | COM | $409K | 0.0% | 2,714 SH | |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | $233K | 0.0% | 3,041 SH | |
| COHERENT CORP | COM | $280K | 0.0% | 4,310 SH | |
| COSTCO WHSL CORP NEW | COM | $1.5M | 0.2% | 1,569 SH | |
| DEERE & CO | COM | $466K | 0.1% | 992 SH | |
| DISNEY WALT CO | COM | $555K | 0.1% | 5,621 SH | |
| ECOLAB INC | COM | $556K | 0.1% | 2,192 SH | |
| ELI LILLY & CO | COM | $278K | 0.0% | 337 SH | |
| EXXON MOBIL CORP | COM | $771K | 0.1% | 6,479 SH | |
| HIREQUEST INC | COM | $219K | 0.0% | 18,384 SH | |
| HOME DEPOT INC | COM | $921K | 0.1% | 2,513 SH | |
| HONEYWELL INTL INC | COM | $294K | 0.0% | 1,390 SH | |
| HUBSPOT INC | COM | $266K | 0.0% | 465 SH | |
| ILLINOIS TOOL WKS INC | COM | $513K | 0.1% | 2,068 SH | |
| INNOVATOR ETFS TRUST | EMERGING MKT PWR | $6.4M | 0.7% | 241,580 SH | |
| INNOVATOR ETFS TRUST | EMRGNG MKT APRIL | $851K | 0.1% | 32,085 SH | |
| INNOVATOR ETFS TRUST | EMRGNG MKT JULY | $744K | 0.1% | 29,444 SH | |
| INNOVATOR ETFS TRUST | INTERNATIONAL DV | $12.5M | 1.4% | 407,210 SH | |
| INNOVATOR ETFS TRUST | INTRNL DEV APRL | $1.4M | 0.2% | 51,419 SH | |
| INNOVATOR ETFS TRUST | INTRNL DEV JAN | $3.0M | 0.3% | 94,522 SH | |
| INNOVATOR ETFS TRUST | INTRNL DEV JULY | $4.6M | 0.5% | 159,220 SH | |
| INNOVATOR ETFS TRUST | US EQTY PWR BF | $2.1M | 0.2% | 55,481 SH | |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $22.4M | 2.6% | 583,733 SH | |
| INNOVATOR ETFS TRUST | US SML CP PWR B | $3.6M | 0.4% | 125,210 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | $465K | 0.1% | 10,111 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $1.2M | 0.1% | 2,587 SH | |
| ISHARES INC | CORE MSCI EMKT | $28.6M | 3.3% | 529,776 SH | |
| ISHARES INC | MSCI EMRG CHN | $820K | 0.1% | 14,885 SH | |
| ISHARES TR | CORE HIGH DV ETF | $11.7M | 1.4% | 96,565 SH | |
| ISHARES TR | CORE MSCI EAFE | $89.2M | 10.3% | 1,179,197 SH | |
| ISHARES TR | CORE MSCI INTL | $17.0M | 2.0% | 246,188 SH | |
| ISHARES TR | CORE MSCI TOTAL | $1.7M | 0.2% | 24,214 SH | |
| ISHARES TR | CORE S&P MCP ETF | $468K | 0.1% | 8,024 SH | |
| ISHARES TR | CORE S&P SCP ETF | $10.2M | 1.2% | 97,409 SH | |
| ISHARES TR | CORE S&P US GWT | $8.6M | 1.0% | 67,822 SH | |
| ISHARES TR | CORE S&P US VLU | $13.6M | 1.6% | 147,693 SH | |
| ISHARES TR | CORE S&P500 ETF | $2.9M | 0.3% | 5,250 SH | |
| ISHARES TR | CORE TOTAL USD | $35.4M | 4.1% | 767,580 SH | |
| ISHARES TR | CRE U S REIT ETF | $789K | 0.1% | 13,692 SH | |
| ISHARES TR | MSCI ACWI ETF | $316K | 0.0% | 2,717 SH | |
| ISHARES TR | MSCI EAFE ETF | $1.9M | 0.2% | 23,153 SH | |
| ISHARES TR | MSCI EMG MKT ETF | $217K | 0.0% | 4,972 SH | |
| ISHARES TR | MSCI USA MIN VOL | $229K | 0.0% | 2,447 SH | |
| ISHARES TR | NATIONAL MUN ETF | $50.7M | 5.9% | 480,410 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $8.7M | 1.0% | 24,033 SH | |
| ISHARES TR | RUS 1000 VAL ETF | $1.3M | 0.1% | 6,843 SH | |
| ISHARES TR | RUS MD CP GR ETF | $1.8M | 0.2% | 15,672 SH | |
| ISHARES TR | ULTRA SHORT-TERM | $16.1M | 1.9% | 318,082 SH | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $849K | 0.1% | 16,773 SH | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $20.6M | 2.4% | 405,060 SH | |
| JOHNSON & JOHNSON | COM | $308K | 0.0% | 1,860 SH | |
| JPMORGAN CHASE & CO. | COM | $642K | 0.1% | 2,617 SH | |
| KLA CORP | COM NEW | $360K | 0.0% | 530 SH | |
| KNIGHT-SWIFT TRANSN HLDGS IN | CL A | $225K | 0.0% | 5,168 SH | |
| LOCKHEED MARTIN CORP | COM | $202K | 0.0% | 451 SH | |
| MARATHON PETE CORP | COM | $323K | 0.0% | 2,218 SH | |
| MASTERCARD INCORPORATED | CL A | $265K | 0.0% | 484 SH | |
| MCDONALDS CORP | COM | $293K | 0.0% | 938 SH | |
| META PLATFORMS INC | CL A | $648K | 0.1% | 1,124 SH | |
| MICROSOFT CORP | COM | $3.2M | 0.4% | 8,422 SH | |
| MORGAN STANLEY | COM NEW | $275K | 0.0% | 2,359 SH | |
| MOTOROLA SOLUTIONS INC | COM NEW | $489K | 0.1% | 1,118 SH | |
| NETFLIX INC | COM | $288K | 0.0% | 309 SH | |
| NEXTERA ENERGY INC | COM | $283K | 0.0% | 3,988 SH | |
| NIKE INC | CL B | $222K | 0.0% | 3,501 SH | |
| NOVO-NORDISK A S | ADR | $930K | 0.1% | 13,386 SH | |
| NVIDIA CORPORATION | COM | $2.0M | 0.2% | 18,622 SH | |
| ORACLE CORP | COM | $399K | 0.0% | 2,855 SH | |
| ORTHOFIX MED INC | COM | $816K | 0.1% | 50,000 SH | |
| PEPSICO INC | COM | $287K | 0.0% | 1,915 SH | |
| PROCTER AND GAMBLE CO | COM | $426K | 0.0% | 2,502 SH | |
| PROSHARES TR | S&P 500 DV ARIST | $310K | 0.0% | 3,033 SH | |
| QUALYS INC | COM | $229K | 0.0% | 1,820 SH | |
| RTX CORPORATION | COM | $201K | 0.0% | 1,518 SH | |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $591K | 0.1% | 21,448 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $3.1M | 0.4% | 158,172 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $6.1M | 0.7% | 218,814 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $15.7M | 1.8% | 626,347 SH | |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $14.0M | 1.6% | 525,273 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $3.6M | 0.4% | 154,595 SH | |
| SELECT SECTOR SPDR TR | ENERGY | $2.2M | 0.3% | 23,318 SH | |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $719K | 0.1% | 3,482 SH | |
| SPDR INDEX SHS FDS | GLB NAT RESRCE | $1.6M | 0.2% | 29,520 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $37.0M | 4.3% | 1,016,715 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $27.4M | 3.2% | 695,770 SH | |
| SPDR INDEX SHS FDS | S&P EM MKT DIV | $343K | 0.0% | 9,602 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $8.5M | 1.0% | 15,169 SH | |
| SPDR SER TR | PORTFOLIO AGRGTE | $1.1M | 0.1% | 41,761 SH | |
| SPDR SER TR | PORTFOLIO S&P500 | $526K | 0.1% | 8,000 SH | |
| SPDR SER TR | PORTFOLIO S&P600 | $1.7M | 0.2% | 40,626 SH | |
| SPDR SER TR | PRTFLO S&P500 GW | $2.3M | 0.3% | 28,669 SH | |
| SPDR SER TR | PRTFLO S&P500 HI | $3.4M | 0.4% | 77,741 SH | |
| SS&C TECHNOLOGIES HLDGS INC | COM | $221K | 0.0% | 2,643 SH | |
| STRYKER CORPORATION | COM | $730K | 0.1% | 1,962 SH | |
| TESLA INC | COM | $312K | 0.0% | 1,204 SH | |
| THERMO FISHER SCIENTIFIC INC | COM | $835K | 0.1% | 1,679 SH | |
| TRAVELERS COMPANIES INC | COM | $260K | 0.0% | 985 SH | |
| TRIMBLE INC | COM | $250K | 0.0% | 3,812 SH | |
| UNION PAC CORP | COM | $419K | 0.0% | 1,773 SH | |
| UNITEDHEALTH GROUP INC | COM | $318K | 0.0% | 607 SH | |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $1.3M | 0.2% | 7,617 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $36.3M | 4.2% | 97,808 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $549K | 0.1% | 2,124 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.9M | 0.3% | 5,558 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.2M | 0.1% | 5,442 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $441K | 0.1% | 1,606 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $15.8M | 1.8% | 91,445 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $2.3M | 0.3% | 50,725 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $4.0M | 0.5% | 79,941 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $62.8M | 7.3% | 677,155 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | $261K | 0.0% | 1,028 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | $72.5M | 8.4% | 878,556 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | $2.7M | 0.3% | 33,902 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $8.7M | 1.0% | 170,273 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $6.7M | 0.8% | 51,937 SH | |
| VANGUARD WORLD FD | ENERGY ETF | $1.7M | 0.2% | 13,051 SH | |
| VANGUARD WORLD FD | ESG INTL STK ETF | $1.3M | 0.2% | 22,766 SH | |
| VANGUARD WORLD FD | MATERIALS ETF | $2.2M | 0.3% | 11,665 SH | |
| VISA INC | COM CL A | $709K | 0.1% | 2,022 SH | |
| WALMART INC | COM | $222K | 0.0% | 2,524 SH | |
| WISDOMTREE TR | US QTLY DIV GRT | $410K | 0.0% | 5,131 SH |
| 13F-HR |
| 0002085853-25-000243 |
| $1.00B |
| View |
| Aug 7, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000955 | $1.13B | View |
| Jul 22, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000920 | $935.9M | View |
| Apr 29, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000526 | $1.03B | View |
| Apr 28, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000541 | $864.5M | View |