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CIK 0001767710 • 7 13F filings • May 14, 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 | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $323K | 0.1% | 2,088 SH | |
| AMAZON COM INC | COM | $321K | 0.1% | 1,685 SH | |
| ANNALY CAPITAL MANAGEMENT IN | COM NEW | $346K | 0.1% | 17,049 SH | |
| APPLE INC | COM | $1.9M | 0.5% | 8,636 SH | |
| BANK AMERICA CORP | COM | $523K | 0.1% | 12,541 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $537K | 0.2% | 1,007 SH | |
| BROADCOM INC | COM | $647K | 0.2% | 3,863 SH | |
| COSTCO WHSL CORP NEW | COM | $384K | 0.1% | 406 SH | |
| EXXON MOBIL CORP | COM | $216K | 0.1% | 1,815 SH | |
| FIDELITY WISE ORIGIN BITCOIN | SHS | $375K | 0.1% | 5,212 SH | |
| GOLDMAN SACHS PHYSICAL GOLD | UNIT | $1.3M | 0.4% | 42,377 SH | |
| HYPERFINE INC | COM CL A | $8K | 0.0% | 10,571 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $567K | 0.2% | 1,210 SH | |
| ISHARES GOLD TR | ISHARES NEW | $273K | 0.1% | 4,622 SH | |
| ISHARES INC | CORE MSCI EMKT | $6.4M | 1.8% | 118,429 SH | |
| ISHARES TR | 0-5YR HI YL CP | $887K | 0.3% | 20,858 SH | |
| ISHARES TR | CORE DIV GRWTH | $3.2M | 0.9% | 52,514 SH | |
| ISHARES TR | CORE MSCI EAFE | $17.4M | 5.0% | 230,296 SH | |
| ISHARES TR | CORE MSCI TOTAL | $2.5M | 0.7% | 36,013 SH | |
| ISHARES TR | CORE S&P MCP ETF | $14.6M | 4.2% | 250,594 SH | |
| ISHARES TR | CORE S&P SCP ETF | $14.5M | 4.1% | 138,181 SH | |
| ISHARES TR | CORE S&P TTL STK | $1.9M | 0.5% | 15,495 SH | |
| ISHARES TR | CORE S&P US VLU | $2.6M | 0.8% | 28,630 SH | |
| ISHARES TR | CORE S&P500 ETF | $45.3M | 12.9% | 80,536 SH | |
| ISHARES TR | EAFE GRWTH ETF | $366K | 0.1% | 3,663 SH | |
| ISHARES TR | EAFE SML CP ETF | $1.2M | 0.3% | 18,601 SH | |
| ISHARES TR | EXPND TEC SC ETF | $349K | 0.1% | 3,848 SH | |
| ISHARES TR | FLTG RATE NT ETF | $818K | 0.2% | 16,027 SH | |
| ISHARES TR | IBDS DEC28 ETF | $4.6M | 1.3% | 180,394 SH | |
| ISHARES TR | IBOND DEC 2030 | $286K | 0.1% | 14,548 SH | |
| ISHARES TR | IBONDS 27 ETF | $4.5M | 1.3% | 187,290 PRN | |
| ISHARES TR | IBONDS 29 TRM TS | $210K | 0.1% | 9,653 SH | |
| ISHARES TR | IBONDS DEC 2030 | $6.9M | 2.0% | 319,171 SH | |
| ISHARES TR | IBONDS DEC 2031 | $7.0M | 2.0% | 339,869 SH | |
| ISHARES TR | IBONDS DEC 2032 | $7.1M | 2.0% | 286,341 SH | |
| ISHARES TR | IBONDS DEC 2033 | $6.0M | 1.7% | 233,456 SH | |
| ISHARES TR | IBONDS DEC 2034 | $5.1M | 1.4% | 197,063 SH | |
| ISHARES TR | IBONDS DEC 29 | $7.0M | 2.0% | 300,780 SH | |
| ISHARES TR | IBONDS DEC2026 | $4.4M | 1.2% | 181,283 PRN | |
| ISHARES TR | IBONDS DEC25 ETF | $4.1M | 1.2% | 161,051 PRN | |
| ISHARES TR | MSCI ACWI EX US | $259K | 0.1% | 4,679 SH | |
| ISHARES TR | MSCI EAFE ETF | $712K | 0.2% | 8,708 SH | |
| ISHARES TR | MSCI USA MIN VOL | $1.9M | 0.5% | 20,198 SH | |
| ISHARES TR | PFD AND INCM SEC | $872K | 0.2% | 28,388 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $3.5M | 1.0% | 9,667 SH | |
| ISHARES TR | RUS 1000 VAL ETF | $860K | 0.2% | 4,570 SH | |
| ISHARES TR | RUS 2000 GRW ETF | $959K | 0.3% | 3,755 SH | |
| ISHARES TR | RUS 2000 VAL ETF | $691K | 0.2% | 4,578 SH | |
| ISHARES TR | RUS MDCP VAL ETF | $447K | 0.1% | 3,545 SH | |
| ISHARES TR | RUS MID CAP ETF | $331K | 0.1% | 3,887 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $299K | 0.1% | 1,496 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $18.4M | 5.3% | 198,665 SH | |
| ISHARES TR | S&P 500 VAL ETF | $11.8M | 3.4% | 61,793 SH | |
| ISHARES TR | S&P MC 400GR ETF | $5.2M | 1.5% | 62,353 SH | |
| ISHARES TR | S&P MC 400VL ETF | $2.4M | 0.7% | 20,023 SH | |
| ISHARES TR | S&P SML 600 GWT | $4.1M | 1.2% | 33,322 SH | |
| ISHARES TR | SELECT DIVID ETF | $3.3M | 1.0% | 24,871 SH | |
| ISHARES TR | SP SMCP600VL ETF | $208K | 0.1% | 2,132 SH | |
| ISHARES TR | U.S. REAL ES ETF | $1.0M | 0.3% | 10,612 SH | |
| ISHARES TR | U.S. TECH ETF | $288K | 0.1% | 2,047 SH | |
| ISHARES TR | US HLTHCARE ETF | $241K | 0.1% | 3,962 SH | |
| JOHNSON & JOHNSON | COM | $217K | 0.1% | 1,310 SH | |
| JPMORGAN CHASE & CO. | COM | $98.4M | 28.0% | 400,939 SH | |
| MICROSOFT CORP | COM | $1.6M | 0.5% | 4,299 SH | |
| NVIDIA CORPORATION | COM | $442K | 0.1% | 4,081 SH | |
| PROCTER AND GAMBLE CO | COM | $707K | 0.2% | 4,149 SH | |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $424K | 0.1% | 2,051 SH | |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $202K | 0.1% | 482 SH | |
| SPDR GOLD TR | GOLD SHS | $511K | 0.1% | 1,772 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $6.2M | 1.8% | 11,075 SH | |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $273K | 0.1% | 512 SH | |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | $397K | 0.1% | 1,186 SH | |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | $325K | 0.1% | 1,766 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $225K | 0.1% | 606 SH | |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $997K | 0.3% | 6,213 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $322K | 0.1% | 3,559 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $1.7M | 0.5% | 8,907 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | $711K | 0.2% | 8,812 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $513K | 0.1% | 2,647 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $307K | 0.1% | 6,040 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $293K | 0.1% | 539 SH | |
| VANGUARD WORLD FD | UTILITIES ETF | $1.7M | 0.5% | 9,780 SH |
| 13F-HR |
| 0001172661-25-004412 |
| $414.7M |
| View |
| Jul 31, 2026 | Q2 2026 | 13F-HR | 0001172661-26-002985 | $473.6M | View |
| Aug 11, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002997 | $389.3M | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001740 | $422.2M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001819 | $351.1M | View |