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CIK 0001735201 • 6 13F filings • May 9, 2025 – Aug 6, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $290K | 0.1%Prev: 0.1% | 1,268 SH | Decreased-28 SH |
| ADAPTIVE BIOTECHNOLOGIES COR | COM | $672K | 0.2%Prev: 0.2% | 41,400 SH | Decreased-10,250 SH |
| ALPHABET INC | CAP STK CL A | $11.6M | 3.3%Prev: 3.2% | 37,078 SH | Increased-8,994 SH |
| ALPHABET INC | CAP STK CL C | $442K | 0.1%Prev: 0.1% | 1,407 SH | Increased-69 SH |
| AMAZON COM INC | COM | $12.6M | 3.6%Prev: 3.4% | 54,779 SH | Increased+773 SH |
| AMPHENOL CORP NEW | CL A | $1.6M | 0.4% | 11,500 SH | New |
| APPLE INC | COM | $15.8M | 4.4%Prev: 4.4% | 58,069 SH | Increased-3,002 SH |
| APPLOVIN CORP | COM CL A | $4.5M | 1.3%Prev: 0.2% | 6,637 SH | Increased+5,511 SH |
| ARISTA NETWORKS INC | COM SHS | $540K | 0.2%Prev: 0.2% | 4,125 SH | Decreased-30 SH |
| AXON ENTERPRISE INC | COM | $1.7M | 0.5%Prev: 0.6% | 2,981 SH | Decreased-73 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $626K | 0.2%Prev: 0.2% | 1,245 SH | Decreased-28 SH |
| BOEING CO | COM | $457K | 0.1%Prev: 0.5% | 2,104 SH | Decreased-5,433 SH |
| BROADCOM INC | COM | $4.9M | 1.4%Prev: 1.2% | 14,081 SH | Increased+1,271 SH |
| BROADRIDGE FINL SOLUTIONS IN | COM | $446K | 0.1%Prev: 0.1% | 2,000 SH | Decreased |
| CELESTICA INC | COM | $303K | 0.1%Prev: 0.1% | 1,025 SH | Decreased-528 SH |
| COMFORT SYS USA INC | COM | $362K | 0.1%Prev: 0.1% | 388 SH | Decreased-146 SH |
| COSTCO WHSL CORP NEW | COM | $8.6M | 2.4%Prev: 2.2% | 10,017 SH | Increased+1,503 SH |
| DECKERS OUTDOOR CORP | COM | $215K | 0.1%Prev: 0.1% | 2,078 SH | Decreased-1,981 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $357K | 0.1%Prev: 0.1% | 7,670 SH | Increased |
| DONALDSON INC | COM | $309K | 0.1%Prev: 0.1% | 3,482 SH | Increased |
| EATON CORP PLC | SHS | $328K | 0.1%Prev: 0.3% | 1,029 SH | Decreased-1,893 SH |
| ECOLAB INC | COM | $4.7M | 1.3%Prev: 1.4% | 18,080 SH | Decreased-228 SH |
| ELI LILLY & CO | COM | $921K | 0.3%Prev: 0.9% | 857 SH | Decreased-3,098 SH |
| FRANKLIN TEMPLETON ETF TR | FRANKLIN DYN MUN | $2.3M | 0.6%Prev: 0.6% | 91,834 SH | Increased+136 SH |
| GALLAGHER ARTHUR J & CO | COM | $588K | 0.2%Prev: 0.7% | 2,272 SH | Decreased-5,522 SH |
| GOLDMAN SACHS GROUP INC | COM | $9.0M | 2.5%Prev: 2.3% | 10,280 SH | Increased+125 SH |
| HOME DEPOT INC | COM | $247K | 0.1%Prev: 0.1% | 718 SH | Decreased-409 SH |
| HOWMET AEROSPACE INC | COM | $280K | 0.1%Prev: 0.1% | 1,365 SH | Increased |
| INTERACTIVE BROKERS GROUP IN | COM CL A | $368K | 0.1%Prev: 0.1% | 5,721 SH | Decreased-1,064 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $238K | 0.1%Prev: 0.1% | 803 SH | Increased |
| INVESCO EXCH TRADED FD TR II | NATL AMT MUNI | $2.2M | 0.6%Prev: 0.6% | 93,767 SH | Increased+271 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1.2M | 0.3%Prev: 0.3% | 1,888 SH | Decreased-121 SH |
| ISHARES TR | BROAD USD HIGH | $2.5M | 0.7%Prev: 0.7% | 68,139 SH | Decreased-889 SH |
| ISHARES TR | CORE S&P500 ETF | $4.0M | 1.1%Prev: 1.1% | 5,809 SH | Increased-71 SH |
| ISHARES TR | IBOXX HI YD ETF | $1.1M | 0.3%Prev: 0.3% | 13,934 SH | Increased+97 SH |
| ISHARES TR | NATIONAL MUN ETF | $4.4M | 1.2%Prev: 1.2% | 40,825 SH | Increased+307 SH |
| ISHARES TR | U.S. TECH ETF | $3.0M | 0.8%Prev: 0.9% | 15,002 SH | Decreased-450 SH |
| ISHARES TR | US AER DEF ETF | $301K | 0.1%Prev: 0.1% | 1,401 SH | Decreased-119 SH |
| JPMORGAN CHASE & CO. | COM | $2.6M | 0.7%Prev: 0.2% | 8,207 SH | Increased+6,398 SH |
| MARRIOTT INTL INC NEW | CL A | $1.3M | 0.4%Prev: 0.3% | 4,130 SH | Increased |
| MCDONALDS CORP | COM | $290K | 0.1%Prev: 0.1% | 950 SH | Increased+200 SH |
| MERCK & CO INC | COM | $224K | 0.1% | 2,131 SH | New |
| META PLATFORMS INC | CL A | $4.2M | 1.2%Prev: 0.2% | 6,438 SH | Increased+5,438 SH |
| MICROSOFT CORP | COM | $26.2M | 7.4%Prev: 7.4% | 54,247 SH | Increased+4,233 SH |
| MORGAN STANLEY | COM NEW | $315K | 0.1%Prev: 0.1% | 1,777 SH | Increased-201 SH |
| NATERA INC | COM | $4.0M | 1.1% | 17,343 SH | New |
| NETFLIX INC | COM | $6.0M | 1.7%Prev: 1.9% | 64,430 SH | Decreased+58,981 SH |
| NVIDIA CORPORATION | COM | $7.3M | 2.1%Prev: 2.0% | 39,113 SH | Increased+1,955 SH |
| NXP SEMICONDUCTORS N V | COM | $461K | 0.1%Prev: 0.7% | 2,125 SH | Decreased-8,554 SH |
| ORACLE CORP | COM | $1.2M | 0.3%Prev: 0.1% | 6,190 SH | Increased+4,979 SH |
| PACCAR INC | COM | $676K | 0.2%Prev: 0.6% | 6,177 SH | Decreased-16,981 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $2.6M | 0.7%Prev: 1.2% | 14,382 SH | Decreased-8,527 SH |
| PNC FINL SVCS GROUP INC | COM | $580K | 0.2%Prev: 0.2% | 2,781 SH | Decreased-625 SH |
| REGAL REXNORD CORPORATION | COM | $321K | 0.1%Prev: 0.1% | 2,287 SH | Decreased |
| ROYAL CARIBBEAN GROUP | COM | $376K | 0.1%Prev: 0.1% | 1,349 SH | Decreased+167 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $12.8M | 3.6%Prev: 3.6% | 534,407 SH | Increased-2,778 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $295K | 0.1%Prev: 0.1% | 10,741 SH | Decreased-909 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $13.1M | 3.7%Prev: 3.7% | 402,174 SH | Increased-5,050 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $5.3M | 1.5%Prev: 1.5% | 177,656 SH | Increased-1,394 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $1.1M | 0.3%Prev: 0.3% | 41,380 SH | Decreased |
| SELECT SECTOR SPDR TR | STATE STREET CON | $341K | 0.1% | 2,858 SH | New |
| SERVICENOW INC | COM | $468K | 0.1%Prev: 0.7% | 3,056 SH | Decreased+265 SH |
| SHOPIFY INC | CL A SUB VTG SHS | $394K | 0.1%Prev: 0.1% | 2,445 SH | Increased |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $401K | 0.1%Prev: 0.1% | 834 SH | Decreased-71 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $3.5M | 1.0%Prev: 1.0% | 5,093 SH | Increased-71 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $1.3M | 0.4% | 16,280 SH | New |
| SSGA ACTIVE ETF TR | STATE STREET DOU | $2.4M | 0.7% | 59,599 SH | New |
| STARBUCKS CORP | COM | $813K | 0.2%Prev: 0.2% | 9,658 SH | Decreased-549 SH |
| STRYKER CORPORATION | COM | $275K | 0.1%Prev: 0.1% | 783 SH | Decreased-63 SH |
| TESLA INC | COM | $247K | 0.1%Prev: 0.1% | 549 SH | Increased+56 SH |
| UNITED RENTALS INC | COM | $206K | 0.1%Prev: 0.1% | 255 SH | Decreased+3 SH |
| UNITEDHEALTH GROUP INC | COM | $4.0M | 1.1%Prev: 1.2% | 12,117 SH | Decreased+213 SH |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $474K | 0.1%Prev: 0.1% | 1,317 SH | Increased-5 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $6.0M | 1.7%Prev: 1.7% | 77,453 SH | Decreased-699 SH |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $5.6M | 1.6%Prev: 1.7% | 81,000 SH | Decreased-1,458 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $3.0M | 0.8%Prev: 0.9% | 38,207 SH | Increased+324 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $3.9M | 1.1%Prev: 1.1% | 52,844 SH | Decreased-1,021 SH |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $7.8M | 2.2%Prev: 1.3% | 156,338 SH | Increased+65,274 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $21.4M | 6.0%Prev: 6.3% | 43,860 SH | Decreased-2,062 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $13.4M | 3.8%Prev: 3.5% | 42,439 SH | Increased+2,703 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $4.2M | 1.2%Prev: 1.2% | 47,973 SH | Decreased+849 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $292K | 0.1%Prev: 0.1% | 466 SH | Increased+32 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $8.2M | 2.3%Prev: 2.3% | 38,765 SH | Increased-511 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $11.4M | 3.2%Prev: 3.2% | 44,292 SH | Increased+675 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $7.1M | 2.0%Prev: 2.0% | 23,665 SH | Decreased-423 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $503K | 0.1%Prev: 0.1% | 1,499 SH | Increased+89 SH |
| VANGUARD INDEX FDS | VALUE ETF | $12.5M | 3.5%Prev: 3.4% | 65,576 SH | Increased+736 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $2.2M | 0.6%Prev: 0.6% | 42,833 SH | Increased+227 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $2.0M | 0.6%Prev: 0.6% | 23,662 SH | Decreased-1,474 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $4.6M | 1.3%Prev: 1.3% | 97,482 SH | Decreased-1,871 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $2.8M | 0.8%Prev: 0.8% | 12,561 SH | Increased |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $452K | 0.1%Prev: 0.1% | 7,228 SH | Decreased-1,472 SH |
| VANGUARD WORLD FD | INF TECH ETF | $17.7M | 5.0%Prev: 5.0% | 23,423 SH | Decreased-271 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $390K | 0.1%Prev: 0.1% | 946 SH | Decreased-67 SH |
| VERTIV HOLDINGS CO | COM CL A | $4.1M | 1.2%Prev: 2.0% | 25,346 SH | Decreased-21,369 SH |
| VISA INC | COM CL A | $6.0M | 1.7%Prev: 1.6% | 17,211 SH | Increased+319 SH |
| 13F-HR |
| 0001941040-26-000521 |
| $381.2M |
| View |
| Aug 4, 2025 | Q2 2025 | 13F-HR | 0001941040-25-000411 | $315.6M | View |
| Apr 20, 2026 | Q1 2026 | 13F-HR | 0001941040-26-000234 | $336.2M | View |
| May 9, 2025 | Q1 2025 | 13F-HR | 0001941040-25-000275 | $267.7M | View |