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CIK 0001759354 • 6 13F filings • May 14, 2025 – Aug 11, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $424K | 0.2%Prev: 0.2% | 1,356 SH | Increased+11 SH |
| ALPHABET INC | CAP STK CL C | $1.7M | 0.9%Prev: 0.7% | 5,351 SH | Increased+179 SH |
| AMAZON COM INC | COM | $1.7M | 0.9%Prev: 0.9% | 7,388 SH | Increased+258 SH |
| APPLE INC | COM | $3.8M | 1.9%Prev: 2.6% | 13,906 SH | Decreased-4,319 SH |
| BALL CORP | COM | $243K | 0.1%Prev: 0.1% | 4,583 SH | Increased+20 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.3M | 1.2%Prev: 1.3% | 4,667 SH | Increased+3 SH |
| BROADCOM INC | COM | $1.4M | 0.7%Prev: 0.8% | 4,083 SH | Increased-77 SH |
| COSTCO WHSL CORP NEW | COM | $494K | 0.3%Prev: 0.3% | 573 SH | Decreased-77 SH |
| CUMMINS INC | COM | $697K | 0.4%Prev: 0.3% | 1,366 SH | Increased+5 SH |
| ELI LILLY & CO | COM | $737K | 0.4%Prev: 0.3% | 686 SH | Increased-21 SH |
| EXXON MOBIL CORP | COM | $937K | 0.5%Prev: 0.5% | 7,787 SH | Increased+524 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $298K | 0.2%Prev: 0.2% | 1,005 SH | Increased+8 SH |
| INVESCO QQQ TR | UNIT SER 1 | $26.3M | 13.4%Prev: 14.1% | 42,893 SH | Increased+625 SH |
| ISHARES TR | 0-5YR HI YL CP | $11.2M | 5.7%Prev: 7.9% | 261,395 SH | Decreased-66,939 SH |
| ISHARES TR | CORE 40/60 MODER | $3.0M | 1.5% | 62,237 SH | New |
| ISHARES TR | CORE 80/20 AGGRE | $286K | 0.1% | 3,193 SH | New |
| ISHARES TR | ESG AWR MSCI USA | $1.1M | 0.5%Prev: 0.6% | 7,261 SH | Decreased-278 SH |
| ISHARES TR | ESG AWR US AGRGT | $831K | 0.4%Prev: 0.5% | 17,371 SH | Decreased-159 SH |
| ISHARES TR | LOW CARBON OPTIM | $290K | 0.1% | 1,258 SH | New |
| ISHARES TR | MSCI GBL SUS DEV | $380K | 0.2%Prev: 0.2% | 4,511 SH | Increased+48 SH |
| ISHARES TR | MSCI USA MIN VOL | $12.9M | 6.5%Prev: 7.1% | 137,205 SH | Increased+3,989 SH |
| ISHARES TR | RUS 1000 ETF | $639K | 0.3%Prev: 0.3% | 1,711 SH | Increased+5 SH |
| ISHARES TR | RUS 1000 GRW ETF | $990K | 0.5%Prev: 0.5% | 2,091 SH | Increased+2 SH |
| ISHARES TR | RUS 1000 VAL ETF | $229K | 0.1%Prev: 0.1% | 1,090 SH | Increased+5 SH |
| ISHARES TR | RUS MD CP GR ETF | $394K | 0.2%Prev: 0.2% | 2,874 SH | Decreased+4 SH |
| ISHARES TR | RUS MDCP VAL ETF | $326K | 0.2%Prev: 0.2% | 2,309 SH | Increased+11 SH |
| ISHARES TR | RUSSELL 2000 ETF | $390K | 0.2%Prev: 0.2% | 1,585 SH | Increased+5 SH |
| ISHARES TR | RUSSELL 3000 ETF | $1.7M | 0.8%Prev: 1.1% | 4,306 SH | Decreased-924 SH |
| ISHARES TR | USD GRN BOND ETF | $272K | 0.1%Prev: 0.2% | 5,672 SH | Decreased-18 SH |
| JPMORGAN CHASE & CO. | COM | $1.7M | 0.9%Prev: 0.9% | 5,413 SH | Increased+145 SH |
| MICROSOFT CORP | COM | $1.6M | 0.8%Prev: 0.9% | 3,255 SH | Decreased+125 SH |
| NVIDIA CORPORATION | COM | $1.4M | 0.7%Prev: 0.9% | 7,313 SH | Decreased-881 SH |
| ORACLE CORP | COM | $667K | 0.3%Prev: 0.6% | 3,424 SH | Decreased-101 SH |
| PROCTER AND GAMBLE CO | COM | $457K | 0.2%Prev: 0.3% | 3,188 SH | Decreased+61 SH |
| PROFESIONALLY MANAGED PORTFO | AKRE FOCUS ETF | $6.9M | 3.5% | 105,087 SH | New |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $29.4M | 14.9%Prev: 16.0% | 1,256,444 SH | Increased+32,832 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $255K | 0.1%Prev: 0.1% | 9,730 SH | Increased+31 SH |
| SERVICENOW INC | COM | $232K | 0.1%Prev: 0.2% | 1,515 SH | Decreased+1,212 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $538K | 0.3% | 4,945 SH | New |
| THERMO FISHER SCIENTIFIC INC | COM | $234K | 0.1% | 404 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $1.4M | 0.7%Prev: 1.0% | 2,875 SH | Decreased-732 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $30.7M | 15.6%Prev: 16.1% | 48,970 SH | Increased+1,794 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $260K | 0.1%Prev: 0.1% | 777 SH | Increased+5 SH |
| VANGUARD INSTL INDEX FD | 0-3 MO TREAS BIL | $5.3M | 2.7% | 70,588 SH | New |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $29.8M | 15.1%Prev: 15.6% | 135,572 SH | Increased+5,382 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $8.5M | 4.3%Prev: 4.5% | 135,532 SH | Increased+314 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $390K | 0.2%Prev: 0.2% | 5,443 SH | Increased-70 SH |
| VISA INC | COM CL A | $1.1M | 0.6%Prev: 0.6% | 3,115 SH | Increased+161 SH |
| WATERS CORP | COM | $329K | 0.2%Prev: 0.1% | 867 SH | Increased |
| WEC ENERGY GROUP INC | COM | $215K | 0.1%Prev: 0.1% | 2,037 SH | Decreased+19 SH |
| 13F-HR |
| 0001759354-26-000003 |
| $223.2M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001759354-25-000005 | $167.9M | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0001759354-26-000002 | $198.3M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001759354-25-000003 | $154.7M | View |