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CIK 0001695959 • 6 13F filings • Apr 28, 2025 – Jul 29, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $983K | 0.4%Prev: 0.4% | 3,142 SH | Increased |
| ALPHABET INC | CAP STK CL C | $593K | 0.2%Prev: 0.2% | 1,890 SH | Increased |
| AMAZON COM INC | COM | $449K | 0.2%Prev: 0.2% | 1,946 SH | Increased |
| APPLE INC | COM | $1.2M | 0.5%Prev: 0.5% | 4,286 SH | Increased |
| APPLIED MATLS INC | COM | $405K | 0.2%Prev: 0.1% | 1,577 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $716K | 0.3%Prev: 0.3% | 1,424 SH | Decreased |
| CISCO SYS INC | COM | $233K | 0.1%Prev: 0.1% | 3,023 SH | Increased |
| EQT CORP | COM | $214K | 0.1%Prev: 0.1% | 4,000 SH | Decreased |
| FEDEX CORP | COM | $203K | 0.1% | 704 SH | New |
| FIRST TR EXCHANGE-TRADED ALP | COM SHS | $5.2M | 2.0%Prev: 2.4% | 46,231 SH | Increased-981 SH |
| ISHARES TR | MSCI ACWI EX US | $4.8M | 1.9%Prev: 2.3% | 71,273 SH | Decreased-5,525 SH |
| ISHARES TR | RUS MDCP VAL ETF | $3.4M | 1.3%Prev: 1.6% | 24,364 SH | Decreased-318 SH |
| ISHARES TR | RUS MID CAP ETF | $1.5M | 0.6%Prev: 0.7% | 15,152 SH | Increased+402 SH |
| JPMORGAN CHASE & CO. | COM | $274K | 0.1%Prev: 0.1% | 850 SH | Increased |
| LOCKHEED MARTIN CORP | COM | $589K | 0.2%Prev: 0.3% | 1,217 SH | Decreased |
| MCDONALDS CORP | COM | $251K | 0.1%Prev: 0.1% | 820 SH | Increased |
| META PLATFORMS INC | CL A | $516K | 0.2%Prev: 0.3% | 781 SH | Decreased |
| MICROSOFT CORP | COM | $610K | 0.2%Prev: 0.3% | 1,261 SH | Decreased |
| NEW YORK LIFE INVTS ACTIVE E | NYLI MACKAY MUN | $1.5M | 0.6% | 61,704 SH | New |
| NVIDIA CORPORATION | COM | $1.4M | 0.6%Prev: 0.7% | 7,598 SH | Decreased |
| PNC FINL SVCS GROUP INC | COM | $621K | 0.2%Prev: 0.3% | 2,976 SH | Increased |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $33.5M | 13.1%Prev: 0.3% | 1,336,122 SH | Increased+1,309,980 SH |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $1.5M | 0.6%Prev: 0.6% | 3,029 SH | Increased |
| SPDR GOLD TR | GOLD SHS | $615K | 0.2%Prev: 0.3% | 1,551 SH | Increased-28 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $38.8M | 15.2%Prev: 17.2% | 56,967 SH | Increased+884 SH |
| TESLA INC | COM | $653K | 0.3%Prev: 0.4% | 1,453 SH | Decreased-381 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $8.2M | 3.2%Prev: 3.9% | 29,468 SH | Decreased+417 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $225K | 0.1%Prev: 0.1% | 672 SH | Decreased-61 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $251K | 0.1%Prev: 0.1% | 1,779 SH | Increased+30 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $63.2M | 24.8%Prev: 29.3% | 519,106 SH | Decreased-7,639 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | $6.9M | 2.7%Prev: 3.0% | 22,482 SH | Increased+1,286 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | $56.3M | 22.1%Prev: 25.0% | 610,117 SH | Increased+5,172 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $19.0M | 7.5%Prev: 8.5% | 86,592 SH | Increased+1,449 SH |
| VERIZON COMMUNICATIONS INC | COM | $261K | 0.1%Prev: 0.1% | 6,398 SH | Decreased+255 SH |
| Q2 2026 |
| 13F-HR |
| 0001695959-26-000003 |
| $321.5M |
| View |
| Aug 5, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004522 | $198.0M | View |
| Apr 28, 2026 | Q1 2026 | 13F-HR | 0001695959-26-000002 | $251.4M | View |
| Apr 28, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002373 | $179.6M | View |