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CIK 0001674020 • 7 13F filings • Apr 28, 2025 – Jul 20, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AAL | Stock | $8K | 0.0% | 500 SH | New |
| AAPL | Stock | $1.1M | 0.5%Prev: 0.5% | 4,097 SH | Increased+304 SH |
| ABBV | Stock | $19K | 0.0%Prev: 0.0% | 85 SH | Increased+29 SH |
| ABT | Stock | $28K | 0.0%Prev: 0.0% | 225 SH | Decreased-121 SH |
| ACHR | Stock | $89K | 0.0%Prev: 0.1% | 11,885 SH | Decreased |
| ADP | Stock | $4K | 0.0% | 16 SH | New |
| ADSK | Stock | $7K | 0.0%Prev: 0.0% | 24 SH | Increased+6 SH |
| AFL | Stock | $4K | 0.0% | 40 SH | New |
| AGEN | Stock | $28 | 0.0% | 9 SH | New |
| AJG | Stock | $5K | 0.0%Prev: 0.0% | 21 SH | Decreased-32 SH |
| AKAM | Stock | $5K | 0.0%Prev: 0.0% | 62 SH | Increased+49 SH |
| ALKT | Stock | $5K | 0.0%Prev: 0.0% | 200 SH | Decreased |
| ALLE | Stock | $11K | 0.0%Prev: 0.0% | 71 SH | Increased+36 SH |
| AMAT | Stock | $103K | 0.0%Prev: 0.0% | 400 SH | Increased |
| AMD | Stock | $20K | 0.0%Prev: 0.0% | 94 SH | Increased |
| AME | Stock | $7K | 0.0%Prev: 0.0% | 35 SH | Increased+9 SH |
| AMGN | Stock | $982 | 0.0%Prev: 0.0% | 3 SH | Increased |
| AMZN | Stock | $510K | 0.2%Prev: 0.2% | 2,211 SH | Increased+233 SH |
| ANET | Stock | $2K | 0.0%Prev: 0.0% | 18 SH | Decreased-23 SH |
| AOA | ETF | $5K | 0.0%Prev: 0.0% | 54 SH | Increased |
| AON | Stock | $272K | 0.1%Prev: 0.1% | 771 SH | Decreased |
| APH | Stock | $378K | 0.2%Prev: 0.2% | 2,800 SH | Increased |
| APO | Stock | $11K | 0.0%Prev: 0.0% | 79 SH | Increased+21 SH |
| APTV | Stock | $3K | 0.0% | 42 SH | New |
| ASIX | Stock | $104 | 0.0%Prev: 0.0% | 6 SH | Decreased |
| AVB | UIT | $9K | 0.0%Prev: 0.0% | 49 SH | Increased+4 SH |
| AVGO | Stock | $282K | 0.1%Prev: 0.1% | 815 SH | Increased+37 SH |
| AXP | Stock | $12K | 0.0%Prev: 0.0% | 32 SH | Increased+8 SH |
| BAB | ETF | $119K | 0.1%Prev: 0.1% | 4,361 SH | Increased+272 SH |
| BAC | Stock | $12K | 0.0%Prev: 0.0% | 219 SH | Increased-13 SH |
| BDX | Stock | $8K | 0.0%Prev: 0.0% | 40 SH | Increased |
| BETA | Stock | $931 | 0.0% | 33 SH | New |
| BK | Stock | $22K | 0.0%Prev: 0.0% | 190 SH | Increased+25 SH |
| BKLN | ETF | $33K | 0.0%Prev: 0.0% | 1,574 SH | Decreased-156 SH |
| BKOR | Stock | $3K | 0.0%Prev: 0.0% | 100 SH | Increased |
| BLK | Stock | $1K | 0.0%Prev: 0.0% | 1 SH | Decreased |
| BMY | Stock | $5K | 0.0% | 100 SH | New |
| BOTZ | ETF | $24K | 0.0%Prev: 0.0% | 660 SH | Increased |
| BR | Stock | $2K | 0.0%Prev: 0.0% | 10 SH | Decreased-22 SH |
| BRK/B | Stock | $72K | 0.0%Prev: 0.0% | 143 SH | Increased+5 SH |
| BRO | Stock | $3K | 0.0%Prev: 0.0% | 41 SH | Decreased-42 SH |
| BSJQ | ETF | $267K | 0.1%Prev: 0.1% | 11,425 SH | Increased+2,695 SH |
| BSJR | ETF | $110K | 0.1%Prev: 0.0% | 4,880 SH | Increased+3,611 SH |
| BSJS | ETF | $29K | 0.0%Prev: 0.0% | 1,311 SH | Decreased |
| BSJT | ETF | $29K | 0.0%Prev: 0.0% | 1,342 SH | Decreased |
| BSX | Stock | $3K | 0.0%Prev: 0.0% | 27 SH | Decreased-23 SH |
| BTBT | Stock | $11K | 0.0%Prev: 0.0% | 6,000 SH | Decreased |
| BWA | Stock | $7K | 0.0%Prev: 0.0% | 147 SH | Increased |
| BX | Stock | $56K | 0.0%Prev: 0.0% | 366 SH | Decreased |
| CARR | Stock | $2K | 0.0%Prev: 0.0% | 38 SH | Decreased-83 SH |
| CAT | Stock | $8K | 0.0%Prev: 0.0% | 14 SH | Increased+3 SH |
| CBOE | Stock | $10K | 0.0%Prev: 0.0% | 38 SH | Increased |
| CCL | Stock | $13K | 0.0%Prev: 0.0% | 425 SH | Decreased-89 SH |
| CDNS | Stock | $8K | 0.0%Prev: 0.0% | 25 SH | Decreased |
| CENN | Stock | $14 | 0.0%Prev: 0.0% | 100 SH | Decreased |
| CF | Stock | $3K | 0.0% | 38 SH | New |
| CHD | Stock | $2K | 0.0%Prev: 0.0% | 18 SH | Decreased-45 SH |
| CHTR | Stock | $1K | 0.0%Prev: 0.0% | 6 SH | Decreased-17 SH |
| CHWY | Stock | $3K | 0.0%Prev: 0.0% | 100 SH | Decreased |
| CI | Stock | $2K | 0.0%Prev: 0.0% | 9 SH | Decreased-21 SH |
| CL | Stock | $4K | 0.0% | 45 SH | New |
| CMBS | ETF | $161K | 0.1%Prev: 0.1% | 3,283 SH | Increased+291 SH |
| CMCSA | Stock | $102K | 0.0%Prev: 0.1% | 3,428 SH | Decreased |
| CMG | Stock | $3K | 0.0%Prev: 0.0% | 70 SH | Decreased-69 SH |
| COF | Stock | $286K | 0.1%Prev: 0.1% | 1,178 SH | Increased+21 SH |
| COO | Stock | $1K | 0.0%Prev: 0.0% | 15 SH | Increased |
| COP | Stock | $12K | 0.0%Prev: 0.0% | 129 SH | Increased+72 SH |
| CPAY | Stock | $2K | 0.0%Prev: 0.0% | 8 SH | Decreased-9 SH |
| CPT | UIT | $9K | 0.0%Prev: 0.0% | 86 SH | Increased+7 SH |
| CRM | Stock | $82K | 0.0%Prev: 0.0% | 309 SH | Increased-11 SH |
| CSCO | Stock | $25K | 0.0%Prev: 0.0% | 326 SH | Increased |
| CTRA | Stock | $12K | 0.0%Prev: 0.0% | 441 SH | Increased |
| CTSH | Stock | $9K | 0.0%Prev: 0.0% | 112 SH | Increased |
| CTVA | Stock | $2K | 0.0%Prev: 0.0% | 27 SH | Decreased-48 SH |
| CVS | Stock | $10K | 0.0%Prev: 0.0% | 131 SH | Increased |
| CVX | Stock | $118K | 0.1%Prev: 0.1% | 772 SH | Decreased |
| CW | Stock | $448K | 0.2%Prev: 0.2% | 813 SH | Increased |
| CYDY | Stock | $5K | 0.0%Prev: 0.0% | 18,200 SH | Increased |
| CZR | Stock | $5K | 0.0%Prev: 0.0% | 203 SH | Decreased |
| D | Stock | $11K | 0.0%Prev: 0.0% | 187 SH | Decreased |
| DAL | Stock | $8K | 0.0%Prev: 0.0% | 112 SH | Increased+29 SH |
| DD | Stock | $3K | 0.0% | 78 SH | New |
| DE | Stock | $11K | 0.0%Prev: 0.0% | 24 SH | Increased+13 SH |
| DECK | Stock | $3K | 0.0%Prev: 0.0% | 27 SH | Decreased-45 SH |
| DELL | Stock | $90K | 0.0%Prev: 0.0% | 713 SH | Decreased+13 SH |
| DHI | Stock | $5K | 0.0%Prev: 0.0% | 35 SH | Decreased |
| DHR | Stock | $1K | 0.0%Prev: 0.0% | 5 SH | Decreased-40 SH |
| DIS | Stock | $2K | 0.0%Prev: 0.0% | 21 SH | Decreased-42 SH |
| DLR | Stock | $12K | 0.0%Prev: 0.0% | 78 SH | Decreased |
| DOC | UIT | $6K | 0.0%Prev: 0.0% | 353 SH | Decreased |
| DUK | Stock | $1.0M | 0.5%Prev: 0.5% | 8,690 SH | Decreased-570 SH |
| EA | Stock | $9K | 0.0%Prev: 0.0% | 42 SH | Increased |
| ECL | Stock | $5K | 0.0%Prev: 0.0% | 19 SH | Decreased |
| EFIV | ETF | $7K | 0.0%Prev: 0.0% | 113 SH | Increased |
| EFX | Stock | $37K | 0.0%Prev: 0.0% | 172 SH | Decreased |
| EH | Stock | $3K | 0.0%Prev: 0.0% | 200 SH | Decreased |
| EIX | Stock | $13K | 0.0%Prev: 0.0% | 210 SH | Increased |
| EMHY | ETF | $239K | 0.1%Prev: 0.1% | 5,922 SH | Increased+1,272 SH |
| EMR | Stock | $7K | 0.0%Prev: 0.0% | 51 SH | Increased+13 SH |
| ENB | Stock | $93K | 0.0%Prev: 0.1% | 1,953 SH | Decreased-1,717 SH |
| EOG | Stock | $2K | 0.0%Prev: 0.0% | 16 SH | Decreased-61 SH |
| ERIE | Stock | $3K | 0.0%Prev: 0.0% | 11 SH | Decreased-12 SH |
| ETN | Stock | $6K | 0.0%Prev: 0.0% | 18 SH | Increased+4 SH |
| EXC | Stock | $11K | 0.0%Prev: 0.0% | 249 SH | Decreased |
| EXPE | Stock | $10K | 0.0%Prev: 0.0% | 36 SH | Increased+9 SH |
| F | Stock | $13K | 0.0%Prev: 0.0% | 1,000 SH | Increased |
| FCRX | Stock | $9K | 0.0%Prev: 0.0% | 375 SH | Increased |
| FCX | Stock | $6K | 0.0%Prev: 0.0% | 126 SH | Increased |
| FDN | ETF | $22K | 0.0%Prev: 0.0% | 81 SH | Decreased |
| FDS | Stock | $4K | 0.0%Prev: 0.0% | 13 SH | Decreased-8 SH |
| FIS | Stock | $5K | 0.0% | 71 SH | New |
| FISV | Stock | $1K | 0.0% | 21 SH | New |
| FLRN | ETF | $2.7M | 1.2%Prev: 1.1% | 87,341 SH | Increased+11,039 SH |
| FNB | Stock | $2K | 0.0%Prev: 0.0% | 129 SH | Increased |
| FPE | ETF | $2.5M | 1.1%Prev: 1.1% | 136,533 SH | Increased+4,390 SH |
| FSLR | Stock | $22K | 0.0%Prev: 0.0% | 83 SH | Increased+8 SH |
| GDDY | Stock | $2K | 0.0%Prev: 0.0% | 20 SH | Decreased-19 SH |
| GE | Stock | $156K | 0.1%Prev: 0.1% | 508 SH | Increased+6 SH |
| GEHC | Stock | $26K | 0.0%Prev: 0.0% | 318 SH | Increased |
| GEN | Stock | $3K | 0.0%Prev: 0.0% | 99 SH | Decreased-90 SH |
| GEV | Stock | $74K | 0.0%Prev: 0.0% | 113 SH | Increased |
| GIS | Stock | $2K | 0.0%Prev: 0.0% | 33 SH | Decreased-93 SH |
| GLDM | ETF | $3.1M | 1.4%Prev: 1.5% | 36,625 SH | Decreased-5,823 SH |
| GLW | Stock | $796 | 0.0%Prev: 0.0% | 9 SH | Increased |
| GOOG | Stock | $154K | 0.1%Prev: 0.1% | 491 SH | Increased+51 SH |
| GOOGL | Stock | $87K | 0.0%Prev: 0.0% | 277 SH | Increased-78 SH |
| GPC | Stock | $191K | 0.1%Prev: 0.1% | 1,554 SH | Decreased |
| GPN | Stock | $1K | 0.0%Prev: 0.0% | 14 SH | Decreased-60 SH |
| GS | Stock | $24K | 0.0%Prev: 0.0% | 27 SH | Decreased-45 SH |
| GTX | Stock | $261 | 0.0%Prev: 0.0% | 15 SH | Increased |
| HCA | Stock | $19K | 0.0%Prev: 0.0% | 40 SH | Increased+4 SH |
| HD | Stock | $875K | 0.4%Prev: 0.5% | 2,542 SH | Decreased-39 SH |
| HIG | Stock | $11K | 0.0%Prev: 0.0% | 81 SH | Increased+20 SH |
| HON | Stock | $36K | 0.0%Prev: 0.0% | 186 SH | Decreased |
| HPE | Stock | $20K | 0.0%Prev: 0.0% | 816 SH | Decreased |
| HPQ | Stock | $9K | 0.0%Prev: 0.0% | 416 SH | Decreased |
| HRL | Stock | $1K | 0.0%Prev: 0.0% | 63 SH | Decreased-166 SH |
| HSY | Stock | $3K | 0.0% | 19 SH | New |
| HUM | Stock | $6K | 0.0% | 22 SH | New |
| HWM | Stock | $8K | 0.0%Prev: 0.0% | 37 SH | Increased+9 SH |
| HYMB | ETF | $17K | 0.0%Prev: 0.0% | 687 SH | Increased |
| IAGG | ETF | $118K | 0.1%Prev: 0.1% | 2,363 SH | Increased+255 SH |
| IBM | Stock | $117K | 0.1%Prev: 0.1% | 395 SH | Increased+7 SH |
| ICSH | ETF | $7K | 0.0%Prev: 0.0% | 129 SH | Decreased |
| ICVT | ETF | $4.1M | 1.9%Prev: 2.0% | 41,750 SH | Decreased+11 SH |
| IJH | ETF | $127K | 0.1% | 1,917 SH | New |
| INKT | Stock | $2K | 0.0% | 160 SH | New |
| INTC | Stock | $86K | 0.0%Prev: 0.0% | 2,341 SH | Increased |
| IQV | Stock | $1K | 0.0%Prev: 0.0% | 5 SH | Increased |
| IRM | UIT | $830 | 0.0%Prev: 0.0% | 10 SH | Decreased-13 SH |
| ISRG | Stock | $8K | 0.0%Prev: 0.0% | 15 SH | Increased+4 SH |
| ITW | Stock | $14K | 0.0%Prev: 0.0% | 56 SH | Increased+7 SH |
| IWF | ETF | $23K | 0.0% | 48 SH | New |
| IWY | ETF | $17K | 0.0%Prev: 0.0% | 60 SH | Increased |
| J | Stock | $4K | 0.0% | 31 SH | New |
| JNJ | Stock | $16K | 0.0%Prev: 0.0% | 77 SH | Increased-5 SH |
| JPM | Stock | $76K | 0.0%Prev: 0.0% | 234 SH | Increased |
| JPST | ETF | $1.5M | 0.7%Prev: 0.8% | 29,527 SH | Decreased-2,441 SH |
| KD | Stock | $1K | 0.0%Prev: 0.0% | 49 SH | Decreased |
| KEYS | Stock | $10K | 0.0%Prev: 0.0% | 51 SH | Increased |
| KLAC | Stock | $11K | 0.0%Prev: 0.0% | 9 SH | Increased+2 SH |
| KMB | Stock | $1K | 0.0%Prev: 0.0% | 14 SH | Decreased-32 SH |
| KO | Stock | $31K | 0.0%Prev: 0.0% | 438 SH | Increased |
| KVUE | Stock | $173 | 0.0% | 10 SH | New |
| L | Stock | $10K | 0.0%Prev: 0.0% | 91 SH | Increased |
| LH | Stock | $707K | 0.3%Prev: 0.4% | 2,820 SH | Decreased |
| LIN | Stock | $2K | 0.0%Prev: 0.0% | 4 SH | Decreased-8 SH |
| LKQ | Stock | $1K | 0.0%Prev: 0.0% | 43 SH | Decreased-117 SH |
| LLY | Stock | $998K | 0.5%Prev: 0.3% | 929 SH | Increased+8 SH |
| LMT | Stock | $8K | 0.0%Prev: 0.0% | 17 SH | Decreased |
| LOW | Stock | $384K | 0.2%Prev: 0.2% | 1,593 SH | Decreased-63 SH |
| LVS | Stock | $9K | 0.0%Prev: 0.0% | 140 SH | Increased+37 SH |
| MA | Stock | $60K | 0.0%Prev: 0.0% | 105 SH | Decreased-6 SH |
| MAA | UIT | $3K | 0.0%Prev: 0.0% | 20 SH | Increased+5 SH |
| MAR | Stock | $9K | 0.0%Prev: 0.0% | 28 SH | Increased+7 SH |
| MAS | Stock | $3K | 0.0%Prev: 0.0% | 51 SH | Decreased-106 SH |
| MCD | Stock | $6K | 0.0%Prev: 0.0% | 18 SH | Increased |
| MCO | Stock | $19K | 0.0%Prev: 0.0% | 38 SH | Increased+5 SH |
| MDLZ | Stock | $2K | 0.0%Prev: 0.0% | 31 SH | Decreased-77 SH |
| MDT | Stock | $10K | 0.0%Prev: 0.0% | 100 SH | Increased |
| META | Stock | $138K | 0.1%Prev: 0.1% | 209 SH | Increased+24 SH |
| MKC | Stock | $6K | 0.0% | 85 SH | New |
| MLPA | ETF | $1K | 0.0%Prev: 0.0% | 22 SH | |
| MLPX | ETF | $2.1M | 1.0%Prev: 1.0% | 35,131 SH | Decreased+389 SH |
| MMM | Stock | $89K | 0.0%Prev: 0.0% | 554 SH | Increased |
| MO | Stock | $12K | 0.0%Prev: 0.0% | 208 SH | Decreased |
| MPC | Stock | $813 | 0.0%Prev: 0.0% | 5 SH | Decreased-2 SH |
| MRK | Stock | $26K | 0.0%Prev: 0.0% | 250 SH | Increased |
| MS | Stock | $12K | 0.0%Prev: 0.0% | 70 SH | Increased+17 SH |
| MSFT | Stock | $1.1M | 0.5%Prev: 0.6% | 2,194 SH | Decreased-44 SH |
| MSI | Stock | $7K | 0.0%Prev: 0.0% | 17 SH | Increased+6 SH |
| MTPLF | Stock | $16K | 0.0%Prev: 0.0% | 6,385 SH | Decreased |
| MU | Stock | $9K | 0.0%Prev: 0.0% | 30 SH | Increased |
| MUB | ETF | $47K | 0.0%Prev: 0.0% | 439 SH | Increased |
| NFLX | Stock | $20K | 0.0%Prev: 0.0% | 210 SH | Decreased+181 SH |
| NOC | Stock | $8K | 0.0%Prev: 0.0% | 14 SH | Decreased |
| NRDE | Stock | $193 | 0.0%Prev: 0.0% | 133 SH | Decreased |
| NRG | Stock | $7K | 0.0%Prev: 0.0% | 43 SH | Increased+10 SH |
| NSC | Stock | $143K | 0.1%Prev: 0.1% | 495 SH | Decreased+2 SH |
| NVDA | Stock | $746K | 0.3%Prev: 0.3% | 3,999 SH | Increased+339 SH |
| NVO | Stock | $2K | 0.0% | 45 SH | New |
| NWSA | Stock | $4K | 0.0% | 148 SH | New |
| NXPI | Stock | $15K | 0.0%Prev: 0.0% | 70 SH | Increased+8 SH |
| ODFL | Stock | $14K | 0.0%Prev: 0.0% | 88 SH | Increased+12 SH |
| OKE | Stock | $4K | 0.0%Prev: 0.0% | 61 SH | Increased+16 SH |
| OMC | Stock | $7K | 0.0%Prev: 0.0% | 84 SH | Decreased |
| ORCL | Stock | $2K | 0.0%Prev: 0.0% | 11 SH | Decreased-14 SH |
| ORLY | Stock | $10K | 0.0%Prev: 0.0% | 105 SH | Decreased |
| PANW | Stock | $7K | 0.0%Prev: 0.0% | 39 SH | Increased+9 SH |
| PAYC | Stock | $2K | 0.0%Prev: 0.0% | 13 SH | Decreased-12 SH |
| PAYX | Stock | $4K | 0.0%Prev: 0.0% | 39 SH | Decreased-61 SH |
| PEG | Stock | $10K | 0.0%Prev: 0.0% | 123 SH | Increased+31 SH |
| PFE | Stock | $25K | 0.0%Prev: 0.0% | 1,014 SH | Increased+645 SH |
| PFG | Stock | $14K | 0.0%Prev: 0.0% | 158 SH | Decreased-130 SH |
| PG | Stock | $13K | 0.0%Prev: 0.0% | 94 SH | Decreased-102 SH |
| PGHY | ETF | $621K | 0.3%Prev: 0.3% | 31,219 SH | Increased+1,852 SH |
| PKG | Stock | $3K | 0.0% | 13 SH | New |
| PLTR | Stock | $21K | 0.0%Prev: 0.0% | 120 SH | Decreased |
| PM | Stock | $29K | 0.0%Prev: 0.0% | 182 SH | Increased+38 SH |
| PNFP | Stock | $39K | 0.0%Prev: 0.0% | 409 SH | Increased |
| PONY | Stock | $15K | 0.0%Prev: 0.0% | 1,000 SH | Decreased |
| POWA | ETF | $16K | 0.0%Prev: 0.0% | 173 SH | Decreased |
| PPL | Stock | $6K | 0.0%Prev: 0.0% | 180 SH | Increased+44 SH |
| PROP | Stock | $2K | 0.0%Prev: 0.0% | 1,000 SH | Decreased |
| PSKY | Stock | $7K | 0.0%Prev: 0.0% | 497 SH | Decreased |
| PTC | Stock | $2K | 0.0%Prev: 0.0% | 9 SH | Decreased-26 SH |
| PYPL | Stock | $1K | 0.0%Prev: 0.0% | 22 SH | Decreased-88 SH |
| PZA | ETF | $21K | 0.0%Prev: 0.0% | 911 SH | Increased |
| QCOM | Stock | $9K | 0.0%Prev: 0.0% | 52 SH | Increased |
| QQQ | ETF | $598K | 0.3%Prev: 0.1% | 974 SH | Increased+595 SH |
| QRVO | Stock | $6K | 0.0%Prev: 0.0% | 76 SH | Decreased |
| QTEC | ETF | $12K | 0.0%Prev: 0.0% | 50 SH | Increased |
| QTWO | Stock | $7K | 0.0%Prev: 0.0% | 100 SH | Decreased |
| REET | ETF | $58K | 0.0%Prev: 0.0% | 2,331 SH | Increased+286 SH |
| REZI | Stock | $878 | 0.0%Prev: 0.0% | 25 SH | Decreased |
| RF | Stock | $9K | 0.0%Prev: 0.0% | 338 SH | Increased |
| RIG | Stock | $12K | 0.0%Prev: 0.0% | 3,000 SH | Increased |
| RJF | Stock | $7K | 0.0%Prev: 0.0% | 44 SH | Decreased |
| RLFTF | ETF | $184 | 0.0%Prev: 0.0% | 77 SH | Decreased |
| ROL | Stock | $3K | 0.0%Prev: 0.0% | 50 SH | Increased |
| ROST | Stock | $7K | 0.0%Prev: 0.0% | 37 SH | Increased |
| RSG | Stock | $2K | 0.0%Prev: 0.0% | 10 SH | Decreased-11 SH |
| RSP | ETF | $19K | 0.0%Prev: 0.0% | 100 SH | Increased |
| RTX | Stock | $1K | 0.0%Prev: 0.0% | 7 SH | Increased |
| RY | Stock | $105K | 0.0%Prev: 0.0% | 615 SH | Increased |
| SCHA | ETF | $7.5M | 3.4%Prev: 3.5% | 262,982 SH | Increased+3,589 SH |
| SCHD | ETF | $27K | 0.0% | 989 SH | New |
| SCHG | ETF | $76K | 0.0%Prev: 0.0% | 2,332 SH | Decreased-306 SH |
| SCHM | ETF | $15.0M | 6.8%Prev: 7.1% | 498,477 SH | Increased-3,361 SH |
| SCHP | ETF | $3.6M | 1.6%Prev: 1.7% | 134,740 SH | Increased+4,806 SH |
| SCHR | ETF | $1.3M | 0.6%Prev: 0.6% | 50,629 SH | Increased+3,608 SH |
| SCHV | ETF | $66K | 0.0%Prev: 0.0% | 2,244 SH | Increased |
| SCHW | Stock | $21K | 0.0%Prev: 0.0% | 214 SH | Increased |
| SHOP | Stock | $20K | 0.0%Prev: 0.0% | 123 SH | Increased |
| SHW | Stock | $6K | 0.0%Prev: 0.0% | 18 SH | Increased+5 SH |
| SHY | ETF | $6K | 0.0%Prev: 0.0% | 75 SH | Decreased |
| SHYD | ETF | $34K | 0.0%Prev: 0.0% | 1,503 SH | Increased |
| SHYG | ETF | $31K | 0.0%Prev: 0.0% | 717 SH | Decreased-75 SH |
| SITM | Stock | $21K | 0.0%Prev: 0.0% | 60 SH | Increased |
| SJM | Stock | $4K | 0.0% | 36 SH | New |
| SJNK | ETF | $2.2M | 1.0%Prev: 0.9% | 88,469 SH | Increased+18,441 SH |
| SMCI | Stock | $3K | 0.0%Prev: 0.0% | 110 SH | Decreased |
| SMH | ETF | $28K | 0.0%Prev: 0.0% | 77 SH | Increased |
| SNOW | Stock | $22K | 0.0%Prev: 0.0% | 100 SH | Decreased |
| SO | Stock | $104K | 0.0%Prev: 0.1% | 1,188 SH | Decreased |
| SOLS | Stock | $2K | 0.0% | 45 SH | New |
| SOLV | Stock | $10K | 0.0%Prev: 0.0% | 122 SH | Increased |
| SPDW | ETF | $12.2M | 5.6%Prev: 5.7% | 274,991 SH | Increased-2,020 SH |
| SPEM | ETF | $3.7M | 1.7%Prev: 1.7% | 78,552 SH | Increased+313 SH |
| SPG | UIT | $3K | 0.0%Prev: 0.0% | 16 SH | Increased+4 SH |
| SPGI | Stock | $4K | 0.0%Prev: 0.0% | 8 SH | Decreased-6 SH |
| SPHY | ETF | $9.2M | 4.2%Prev: 4.2% | 389,582 SH | Increased+24,562 SH |
| SPMB | ETF | $4.8M | 2.2%Prev: 2.2% | 213,188 SH | Increased+7,834 SH |
| SPSB | ETF | $16.6M | 7.6%Prev: 7.4% | 549,960 SH | Increased+35,807 SH |
| SPTL | ETF | $3.2M | 1.5%Prev: 1.5% | 121,363 SH | Decreased+1,681 SH |
| SPY | ETF | $35K | 0.0%Prev: 0.0% | 52 SH | Increased |
| SPYG | ETF | $22.1M | 10.1%Prev: 10.3% | 207,357 SH | Increased+106 SH |
| SPYM | ETF | $4K | 0.0% | 48 SH | New |
| SPYV | ETF | $20.1M | 9.1%Prev: 9.1% | 353,399 SH | Increased+7,717 SH |
| SRLN | ETF | $9.1M | 4.2%Prev: 4.1% | 221,016 SH | Increased+13,875 SH |
| STNC | Stock | $74K | 0.0%Prev: 0.0% | 2,248 SH | Increased |
| SUB | ETF | $50K | 0.0%Prev: 0.0% | 471 SH | Decreased |
| SW | Stock | $1K | 0.0%Prev: 0.0% | 37 SH | Decreased-79 SH |
| SYK | Stock | $7K | 0.0%Prev: 0.0% | 19 SH | Decreased-45 SH |
| SYY | Stock | $2K | 0.0%Prev: 0.0% | 26 SH | Decreased-52 SH |
| T | Stock | $254K | 0.1%Prev: 0.1% | 10,244 SH | Decreased+125 SH |
| TDY | Stock | $3K | 0.0%Prev: 0.0% | 6 SH | Decreased-10 SH |
| TECH | Stock | $9K | 0.0%Prev: 0.0% | 146 SH | Increased |
| TEL | Stock | $9K | 0.0%Prev: 0.0% | 40 SH | Increased |
| TFC | Stock | $31K | 0.0%Prev: 0.0% | 634 SH | Increased+7 SH |
| TJX | Stock | $16K | 0.0%Prev: 0.0% | 107 SH | Increased+14 SH |
| TMO | Stock | $9K | 0.0%Prev: 0.0% | 16 SH | Increased |
| TRMB | Stock | $7K | 0.0%Prev: 0.0% | 94 SH | Increased+23 SH |
| TSLA | Stock | $76K | 0.0%Prev: 0.0% | 168 SH | Increased+36 SH |
| TSM | Stock | $30K | 0.0%Prev: 0.0% | 100 SH | Increased |
| TSN | Stock | $4K | 0.0% | 63 SH | New |
| TT | Stock | $27K | 0.0%Prev: 0.0% | 69 SH | Decreased+4 SH |
| TYL | Stock | $2K | 0.0%Prev: 0.0% | 5 SH | Decreased-5 SH |
| UBER | Stock | $12K | 0.0% | 150 SH | New |
| UDR | UIT | $6K | 0.0%Prev: 0.0% | 166 SH | Decreased |
| UMBF | Stock | $11K | 0.0%Prev: 0.0% | 95 SH | Decreased |
| UNH | Stock | $191K | 0.1%Prev: 0.1% | 579 SH | Decreased |
| UNP | Stock | $8K | 0.0%Prev: 0.0% | 34 SH | Decreased |
| URI | Stock | $2K | 0.0%Prev: 0.0% | 3 SH | Decreased-2 SH |
| V | Stock | $83K | 0.0%Prev: 0.0% | 236 SH | Increased-2 SH |
| VBK | ETF | $87K | 0.0%Prev: 0.0% | 288 SH | Increased+44 SH |
| VBR | ETF | $76K | 0.0%Prev: 0.0% | 359 SH | Increased+56 SH |
| VCIT | ETF | $1.8M | 0.8%Prev: 0.8% | 21,082 SH | Increased+1,897 SH |
| VCLT | ETF | $4.2M | 1.9%Prev: 2.0% | 56,005 SH | Increased+3,081 SH |
| VGSH | ETF | $10.8M | 4.9%Prev: 5.1% | 183,941 SH | Increased+2,060 SH |
| VGT | ETF | $282K | 0.1%Prev: 0.1% | 374 SH | Decreased-7 SH |
| VIG | ETF | $17K | 0.0%Prev: 0.0% | 78 SH | Increased |
| VLTO | Stock | $6K | 0.0%Prev: 0.0% | 63 SH | Increased+16 SH |
| VMBS | ETF | $10K | 0.0%Prev: 0.0% | 223 SH | Decreased-20 SH |
| VMC | Stock | $5K | 0.0%Prev: 0.0% | 18 SH | Decreased |
| VNQ | ETF | $5K | 0.0% | 58 SH | New |
| VOE | ETF | $207K | 0.1%Prev: 0.1% | 1,167 SH | Increased+168 SH |
| VOO | ETF | $8K | 0.0%Prev: 0.0% | 13 SH | Increased |
| VOT | ETF | $145K | 0.1%Prev: 0.1% | 521 SH | Increased+74 SH |
| VRP | ETF | $2K | 0.0%Prev: 0.0% | 72 SH | Decreased |
| VRT | Stock | $36K | 0.0%Prev: 0.0% | 220 SH | Increased |
| VRTX | Stock | $8K | 0.0%Prev: 0.0% | 17 SH | Increased+4 SH |
| VSS | ETF | $3.5M | 1.6%Prev: 1.7% | 24,483 SH | Decreased-275 SH |
| VTI | ETF | $2K | 0.0%Prev: 0.0% | 7 SH | Increased |
| VTIP | ETF | $487K | 0.2%Prev: 0.2% | 9,840 SH | Increased+571 SH |
| VTRS | Stock | $847 | 0.0% | 68 SH | New |
| VUG | ETF | $476K | 0.2%Prev: 0.2% | 975 SH | Decreased-22 SH |
| VWOB | ETF | $3.2M | 1.4%Prev: 1.4% | 46,957 SH | Increased+1,643 SH |
| VZ | Stock | $16K | 0.0%Prev: 0.0% | 400 SH | Increased+218 SH |
| WAB | Stock | $4K | 0.0%Prev: 0.0% | 21 SH | Increased |
| WBD | Stock | $1K | 0.0%Prev: 0.0% | 50 SH | Increased |
| WDAY | Stock | $3K | 0.0%Prev: 0.0% | 12 SH | Decreased-13 SH |
| WELL | UIT | $3K | 0.0%Prev: 0.0% | 17 SH | Increased+4 SH |
| WFC | Stock | $32K | 0.0%Prev: 0.0% | 343 SH | Increased |
| WKHS | Stock | $5 | 0.0%Prev: 0.0% | 1 SH | Increased-3 SH |
| WM | Stock | $659 | 0.0%Prev: 0.0% | 3 SH | Decreased |
| WMB | Stock | $5K | 0.0%Prev: 0.0% | 77 SH | Increased+18 SH |
| WMT | Stock | $43K | 0.0%Prev: 0.0% | 390 SH | Increased+57 SH |
| WRB | Stock | $19K | 0.0%Prev: 0.0% | 268 SH | Increased+34 SH |
| WST | Stock | $9K | 0.0%Prev: 0.0% | 33 SH | Increased |
| XLB | ETF | $983K | 0.4%Prev: 0.4% | 21,669 SH | Increased+12,204 SH |
| XLC | ETF | $2.7M | 1.2%Prev: 1.2% | 23,303 SH | Increased+2,869 SH |
| XLE | ETF | $1.0M | 0.5%Prev: 0.5% | 23,156 SH | Decreased+11,069 SH |
| XLF | ETF | $3.4M | 1.6%Prev: 0.7% | 62,313 SH | Increased+36,295 SH |
| XLI | ETF | $3.5M | 1.6%Prev: 1.9% | 22,617 SH | Decreased-3,336 SH |
| XLK | ETF | $8.4M | 3.8%Prev: 3.4% | 58,318 SH | Increased+32,693 SH |
| XLP | ETF | $1.4M | 0.6%Prev: 0.8% | 17,403 SH | Decreased-2,989 SH |
| XLRE | ETF | $3.1M | 1.4%Prev: 1.4% | 75,747 SH | Increased+4,302 SH |
| XLU | ETF | $938K | 0.4%Prev: 0.4% | 21,967 SH | Increased+11,938 SH |
| XLV | ETF | $2.9M | 1.3%Prev: 1.1% | 18,692 SH | Increased+1,693 SH |
| XLY | ETF | $2.3M | 1.0%Prev: 0.7% | 18,845 SH | Increased+12,566 SH |
| XOM | Stock | $30K | 0.0%Prev: 0.0% | 251 SH | Increased+97 SH |
| XYLD | ETF | $41K | 0.0%Prev: 0.0% | 1,000 SH | Increased |
| XYZ | Stock | $7K | 0.0%Prev: 0.0% | 100 SH | Decreased |
| YELLQ | Stock | $20 | 0.0%Prev: 0.0% | 1,000 SH | Decreased |
| YORW | Stock | $16K | 0.0%Prev: 0.0% | 500 SH | Increased |
| YUM | Stock | $8K | 0.0%Prev: 0.0% | 53 SH | Increased+13 SH |
| ZBH | Stock | $719 | 0.0%Prev: 0.0% | 8 SH | Decreased |
| ZBRA | Stock | $2K | 0.0%Prev: 0.0% | 8 SH | Decreased-9 SH |
| ZTS | Stock | $2K | 0.0%Prev: 0.0% | 19 SH | Decreased-41 SH |
| 13F-HR |
| 0001674020-26-000003 |
| $260.8M |
| View |
| Aug 12, 2025 | Q2 2025 | 13F-HR | 0001674020-25-000006 | $188.6M | View |
| Apr 15, 2026 | Q1 2026 | 13F-HR | 0001674020-26-000002 | $226.2M | View |
| May 7, 2025 | Q1 2025 | 13F-HR/A | 0001674020-25-000004 | $179.4M | View |