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CIK 0001767513 • 8 13F filings • May 15, 2025 – Oct 19, 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 | $482K | 0.1% | 3,636 SH | |
| ABBVIE INC | COM | $2.7M | 0.5% | 13,073 SH | |
| ACCENTURE PLC IRELAND | SHS CLASS A | $514K | 0.1% | 1,648 SH | |
| ALPHABET INC | CAP STK CL A | $833K | 0.1% | 5,387 SH | |
| ALPHABET INC | CAP STK CL C | $212K | 0.0% | 1,354 SH | |
| AMAZON COM INC | COM | $684K | 0.1% | 3,596 SH | |
| AMDOCS LTD | SHS | $309K | 0.1% | 3,372 SH | |
| AMGEN INC | COM | $1.4M | 0.2% | 4,344 SH | |
| APPLE INC | COM | $3.6M | 0.6% | 16,016 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL A | $1.6M | 0.3% | 2 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $899K | 0.2% | 1,688 SH | |
| BLOCK H & R INC | COM | $2.2M | 0.4% | 40,947 SH | |
| BROADCOM INC | COM | $4.6M | 0.8% | 27,422 SH | |
| CAPITAL ONE FINL CORP | COM | $257K | 0.0% | 1,432 SH | |
| CATERPILLAR INC | COM | $231K | 0.0% | 699 SH | |
| CISCO SYS INC | COM | $339K | 0.1% | 5,495 SH | |
| ELI LILLY & CO | COM | $1.9M | 0.3% | 2,323 SH | |
| EMERSON ELEC CO | COM | $228K | 0.0% | 2,083 SH | |
| EMPLOYERS HLDGS INC | COM | $249K | 0.0% | 4,919 SH | |
| GENERAL MLS INC | COM | $228K | 0.0% | 3,821 SH | |
| GILEAD SCIENCES INC | COM | $375K | 0.1% | 3,343 SH | |
| GLOBAL X FDS | S&P 500 CATHOLIC | $632K | 0.1% | 9,359 SH | |
| HOME DEPOT INC | COM | $1.1M | 0.2% | 3,041 SH | |
| HP INC | COM | $598K | 0.1% | 21,614 SH | |
| INFOSYS LTD | SPONSORED ADR | $405K | 0.1% | 22,214 SH | |
| INTERDIGITAL INC | COM | $620K | 0.1% | 3,000 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $383K | 0.1% | 1,541 SH | |
| ISHARES INC | CORE MSCI EAFE | $27K | 0.0% | 496 SH | |
| ISHARES INC | CORE MSCI EMKT | $515K | 0.1% | 9,537 SH | |
| ISHARES SILVER TR | ISHARES | $330K | 0.1% | 10,636 SH | |
| ISHARES TR | COM | $1K | 0.0% | 9 SH | |
| ISHARES TR | CORE DIV GRWTH | $659K | 0.1% | 10,631 SH | |
| ISHARES TR | CORE HIGH DV ETF | $368K | 0.1% | 3,036 SH | |
| ISHARES TR | CORE MSCI EAFE | $683K | 0.1% | 9,033 SH | |
| ISHARES TR | CORE MSCI INTL | $579K | 0.1% | 8,411 SH | |
| ISHARES TR | CORE S&P MCP ETF | $27.9M | 4.9% | 477,410 SH | |
| ISHARES TR | CORE S&P SCP ETF | $14.4M | 2.5% | 137,378 SH | |
| ISHARES TR | CORE S&P TTL STK | $1.1M | 0.2% | 8,692 SH | |
| ISHARES TR | CORE S&P500 ETF | $21.1M | 3.7% | 37,560 SH | |
| ISHARES TR | CORE US AGGBD ET | $262K | 0.0% | 2,658 SH | |
| ISHARES TR | ESG SELECT SCRE | $365K | 0.1% | 8,540 SH | |
| ISHARES TR | INTL DIV GRWTH | $368K | 0.1% | 5,630 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $236K | 0.0% | 2,514 SH | |
| ISHARES TR | S&P 500 VAL ETF | $1.6M | 0.3% | 24,146 SH | |
| ISHARES TR | SHRT NAT MUN ETF | $1.4M | 0.2% | 13,279 SH | |
| ISHARES TR | U.S. TECH ETF | $939K | 0.2% | 8,333 SH | |
| JOHNSON & JOHNSON | COM | $619K | 0.1% | 3,730 SH | |
| JPMORGAN CHASE & CO. | COM | $279K | 0.0% | 1,136 SH | |
| KIMBERLY-CLARK CORP | COM | $258K | 0.0% | 1,813 SH | |
| MCDONALDS CORP | COM | $721K | 0.1% | 2,308 SH | |
| MERCK & CO INC | COM | $435K | 0.1% | 4,841 SH | |
| MICROSOFT CORP | COM | $2.8M | 0.5% | 7,585 SH | |
| MOODYS CORP | COM | $214K | 0.0% | 461 SH | |
| NIKE INC | CL B | $1.7M | 0.3% | 26,310 SH | |
| NOVO-NORDISK A S | ADR | $1.5M | 0.3% | 21,898 SH | |
| NVIDIA CORPORATION | COM | $286K | 0.1% | 2,641 SH | |
| ORACLE CORP | COM | $252K | 0.0% | 1,799 SH | |
| PAYCHEX INC | COM | $877K | 0.2% | 5,686 SH | |
| PHILIP MORRIS INTL INC | COM | $501K | 0.1% | 3,156 SH | |
| PROCTER AND GAMBLE CO | COM | $286K | 0.1% | 1,681 SH | |
| QUALCOMM INC | COM | $648K | 0.1% | 4,219 SH | |
| SCHWAB STRATEGIC TR | SPDR S&P 500 ETF | $59K | 0.0% | 2,671 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $1.3M | 0.2% | 57,563 SH | |
| SCHWAB STRATEGIC TR | US REIT ETF | $493K | 0.1% | 22,911 SH | |
| SPDR GOLD TR | GOLD SHS | $447K | 0.1% | 1,550 SH | |
| SPDR SER TR | SPDR S&P 500 ETF | $448K | 0.1% | 9,789 SH | |
| STARBUCKS CORP | COM | $223K | 0.0% | 2,278 SH | |
| TEXAS INSTRS INC | COM | $560K | 0.1% | 3,114 SH | |
| THERMO FISHER SCIENTIFIC INC | COM | $328K | 0.1% | 659 SH | |
| TRANE TECHNOLOGIES PLC | SHS | $230K | 0.0% | 682 SH | |
| VANGUARD BD INDEX FDS | INTERMED TERM | $18.0M | 3.2% | 233,776 SH | |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $2.3M | 0.4% | 30,632 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $28.4M | 5.0% | 362,554 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $4.4M | 0.8% | 59,798 SH | |
| VANGUARD CHARLOTTE FDS | INTL DVD ETF | $2.0M | 0.3% | 40,659 SH | |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $23.6M | 4.2% | 483,066 SH | |
| VANGUARD INDEX FDS | LARGE CAP ETF | $2.7M | 0.5% | 10,666 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $4.9M | 0.9% | 52,854 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $144.4M | 25.4% | 282,445 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $478K | 0.1% | 2,098 SH | |
| VANGUARD INDEX FDS | TAX EXEMPT BD | $7.8M | 1.4% | 15,151 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $5.8M | 1.0% | 20,941 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $14.9M | 2.6% | 328,885 SH | |
| VANGUARD INTL EQUITY INDEX F | TOTAL INT BD ETF | $697K | 0.1% | 15,397 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.2M | 0.2% | 23,842 SH | |
| VANGUARD SCOTTSDALE FDS | FTSE EMR MKT ETF | $1.2M | 0.2% | 19,748 SH | |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $2.7M | 0.5% | 45,083 SH | |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $14.7M | 2.6% | 249,684 SH | |
| VANGUARD SPECIALIZED FUNDS | COM | $1.1M | 0.2% | 5,687 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $30.4M | 5.4% | 156,928 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $1.8M | 0.3% | 29,762 SH | |
| VANGUARD TAX-MANAGED FDS | TOTAL BND MRKT | $2.9M | 0.5% | 56,447 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $56.9M | 10.0% | 1,119,414 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $31.3M | 5.5% | 244,951 SH | |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $11.0M | 1.9% | 132,843 SH | |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $12.8M | 2.3% | 173,202 SH | |
| VANGUARD WHITEHALL FDS | VAN FTSE DEV MKT | $1.1M | 0.2% | 8,646 SH | |
| VANGUARD WORLD FD | ESG INTL STK ETF | $5.8M | 1.0% | 86,695 SH | |
| VANGUARD WORLD FD | ESG US CORP BD | $3.9M | 0.7% | 62,997 SH | |
| VANGUARD WORLD FD | ESG US STK ETF | $12.6M | 2.2% | 128,371 SH | |
| VANGUARD WORLD FD | VG TL INTL STK F | $283K | 0.0% | 4,506 SH | |
| WASTE MGMT INC DEL | COM | $230K | 0.0% | 995 SH |
| 13F-HR |
| 0001767513-25-000007 |
| $634.9M |
| View |
| Jul 21, 2026 | Q2 2026 | 13F-HR/A | 0001767513-26-000004 | $771.1M | View |
| Aug 4, 2025 | Q2 2025 | 13F-HR | 0001767513-25-000003 | $634.9M | View |
| May 7, 2026 | Q1 2026 | 13F-HR | 0001767513-26-000002 | $686.6M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001767513-25-000002 | $567.9M | View |