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CIK 0001653202 • 6 13F filings • May 15, 2025 – Jul 27, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $218K | 0.1% | 697 SH | New |
| APPLE INC | COM | $292K | 0.1%Prev: 0.1% | 1,072 SH | Increased+95 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $2.3M | 1.0%Prev: 1.3% | 3 SH | Decreased-1 SH |
| GLOBAL PMTS INC | COM | $513K | 0.2%Prev: 0.2% | 6,624 SH | Decreased+21 SH |
| GLOBAL X FDS | GLBL X MLP ETF | $849K | 0.4%Prev: 0.4% | 17,542 SH | Increased+348 SH |
| GMO ETF TRUST | GMO US QUALITY E | $7.4M | 3.2% | 191,709 SH | New |
| INTEL CORP | COM | $227K | 0.1%Prev: 0.1% | 6,154 SH | Increased |
| INTERNATIONAL BUSINESS MACHS | COM | $545K | 0.2%Prev: 0.3% | 1,839 SH | Decreased-863 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $2.2M | 0.9%Prev: 0.9% | 11,358 SH | Increased+45 SH |
| INVESCO QQQ TR | UNIT SER 1 | $13.4M | 5.7%Prev: 5.7% | 21,783 SH | Increased-373 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $248K | 0.1%Prev: 0.1% | 4,987 SH | Decreased+327 SH |
| ISHARES INC | CORE MSCI EMKT | $1.3M | 0.6% | 19,526 SH | New |
| ISHARES INC | MSCI SWITZERLAND | $227K | 0.1%Prev: 0.1% | 3,787 SH | Increased |
| ISHARES TR | CORE DIV GRWTH | $7.4M | 3.1%Prev: 3.0% | 106,226 SH | Increased+1,657 SH |
| ISHARES TR | CORE MSCI EAFE | $3.0M | 1.3%Prev: 1.3% | 33,979 SH | Increased+108 SH |
| ISHARES TR | CORE S&P MCP ETF | $25.0M | 10.7%Prev: 10.8% | 378,485 SH | Decreased-8,643 SH |
| ISHARES TR | CORE S&P SCP ETF | $15.9M | 6.8%Prev: 6.9% | 131,897 SH | Decreased-4,958 SH |
| ISHARES TR | CORE S&P500 ETF | $24.6M | 10.5%Prev: 10.3% | 35,883 SH | Increased-86 SH |
| ISHARES TR | CORE US AGGBD ET | $7.1M | 3.0%Prev: 3.0% | 70,715 SH | Decreased+137 SH |
| ISHARES TR | ESG OPTIMIZED | $349K | 0.1% | 2,505 SH | New |
| ISHARES TR | MSCI EAFE ETF | $11.7M | 5.0%Prev: 4.8% | 121,596 SH | Increased+1,904 SH |
| ISHARES TR | MSCI EMG MKT ETF | $10.2M | 4.4%Prev: 4.2% | 186,606 SH | Increased+773 SH |
| ISHARES TR | NATIONAL MUN ETF | $272K | 0.1%Prev: 0.1% | 2,535 SH | Decreased-79 SH |
| ISHARES TR | RUS 1000 ETF | $1.0M | 0.4%Prev: 0.4% | 2,698 SH | Increased+8 SH |
| ISHARES TR | RUS 1000 GRW ETF | $670K | 0.3%Prev: 0.3% | 1,416 SH | Increased+1 SH |
| ISHARES TR | RUS 2000 GRW ETF | $3.9M | 1.7%Prev: 1.6% | 12,115 SH | Increased+27 SH |
| ISHARES TR | RUS MID CAP ETF | $860K | 0.4%Prev: 0.4% | 8,930 SH | Increased+36 SH |
| ISHARES TR | RUSSELL 2000 ETF | $2.9M | 1.3%Prev: 1.2% | 11,916 SH | Increased+38 SH |
| ISHARES TR | S&P 500 VAL ETF | $399K | 0.2%Prev: 0.2% | 1,881 SH | Increased+9 SH |
| ISHARES TR | S&P SML 600 GWT | $1.5M | 0.6%Prev: 0.6% | 10,576 SH | Increased+31 SH |
| ISHARES TR | SELECT DIVID ETF | $4.4M | 1.9%Prev: 1.8% | 30,870 SH | Increased+312 SH |
| JPMORGAN CHASE & CO. | COM | $674K | 0.3% | 2,091 SH | New |
| LIQUIDIA CORPORATION | COM NEW | $500K | 0.2% | 14,500 SH | New |
| MICROSOFT CORP | COM | $797K | 0.3%Prev: 0.4% | 1,648 SH | Decreased+1 SH |
| NVIDIA CORPORATION | COM | $240K | 0.1%Prev: 0.1% | 1,289 SH | Decreased-131 SH |
| PHREESIA INC | COM | $211K | 0.1%Prev: 0.1% | 12,487 SH | Decreased |
| PROFESIONALLY MANAGED PORTFO | AKRE FOCUS ETF | $330K | 0.1% | 5,038 SH | New |
| PTC THERAPEUTICS INC | COM | $684K | 0.3%Prev: 0.4% | 9,000 SH | Decreased-8,067 SH |
| SELECT SECTOR SPDR TR | STATE STREET UTI | $257K | 0.1% | 6,011 SH | New |
| SPDR GOLD TR | GOLD SHS | $1.1M | 0.5%Prev: 0.4% | 2,748 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $66.9M | 28.5%Prev: 28.1% | 97,789 SH | Increased-1,080 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $783K | 0.3% | 6,424 SH | New |
| SYMBOTIC INC | CLASS A COM | $595K | 0.3% | 10,000 SH | New |
| VANECK ETF TRUST | GOLD MINERS ETF | $564K | 0.2%Prev: 0.2% | 6,576 SH | Increased+47 SH |
| VANECK ETF TRUST | JUNIOR GOLD MINE | $1.3M | 0.6%Prev: 0.5% | 11,553 SH | Increased-534 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $355K | 0.2%Prev: 0.1% | 727 SH | Increased+2 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $409K | 0.2%Prev: 0.2% | 1,353 SH | Increased+3 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $480K | 0.2%Prev: 0.1% | 765 SH | Increased+107 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $587K | 0.3%Prev: 0.2% | 4,159 SH | Increased+33 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $3.3M | 1.4%Prev: 1.4% | 14,790 SH | Decreased-469 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $3.1M | 1.3%Prev: 1.2% | 48,826 SH | Increased+803 SH |
| WEST PHARMACEUTICAL SVSC INC | COM | $286K | 0.1%Prev: 0.1% | 1,039 SH | Increased+1 SH |
| WISDOMTREE TR | US AI ENHANCED | $337K | 0.1%Prev: 0.1% | 2,928 SH | Increased+14 SH |
| 13F-HR |
| 0001653202-26-000003 |
| $273.3M |
| View |
| Aug 15, 2025 | Q2 2025 | 13F-HR | 0001653202-25-000003 | $225.3M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001653202-26-000002 | $242.9M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001653202-25-000002 | $207.3M | View |