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CIK 0001653202 • 6 13F filings • May 15, 2025 – Jul 27, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 2023 ETF SERIES TRUST II | GMO US QUALITY E | $5.1M | 2.5% | 164,408 SH | |
| APPLE INC | COM | $246K | 0.1% | 1,107 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL A | $3.2M | 1.5% | 4 SH | |
| CITIGROUP INC | COM NEW | $219K | 0.1% | 3,085 SH | |
| COGENT BIOSCIENCES INC | COM | $87K | 0.0% | 14,500 SH | |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $1.0M | 0.5% | 17,173 SH | |
| EA SERIES TRUST | ALPHA ARCH 1-3 | $1.0M | 0.5% | 9,000 SH | |
| EQT CORP | COM | $535K | 0.3% | 10,017 SH | |
| GLOBAL PMTS INC | COM | $643K | 0.3% | 6,563 SH | |
| GLOBAL X FDS | GLBL X MLP ETF | $882K | 0.4% | 16,566 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $663K | 0.3% | 2,668 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $1.7M | 0.8% | 9,823 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $9.6M | 4.6% | 20,459 SH | |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $218K | 0.1% | 4,659 SH | |
| ISHARES TR | CORE DIV GRWTH | $6.3M | 3.0% | 101,900 SH | |
| ISHARES TR | CORE MSCI EAFE | $2.6M | 1.2% | 33,750 SH | |
| ISHARES TR | CORE MSCI EMKT | $991K | 0.5% | 18,357 SH | |
| ISHARES TR | CORE S&P MCP ETF | $23.4M | 11.3% | 401,718 SH | |
| ISHARES TR | CORE S&P SCP ETF | $14.6M | 7.1% | 139,808 SH | |
| ISHARES TR | CORE S&P500 ETF | $24.1M | 11.6% | 42,832 SH | |
| ISHARES TR | CORE US AGGBD ET | $8.7M | 4.2% | 88,244 SH | |
| ISHARES TR | MSCI EAFE ETF | $9.8M | 4.7% | 120,326 SH | |
| ISHARES TR | MSCI EMG MKT ETF | $8.6M | 4.1% | 195,842 SH | |
| ISHARES TR | MSCI USA ESG SLC | $286K | 0.1% | 2,487 SH | |
| ISHARES TR | NATIONAL MUN ETF | $283K | 0.1% | 2,686 SH | |
| ISHARES TR | RUS 1000 ETF | $821K | 0.4% | 2,676 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $510K | 0.2% | 1,412 SH | |
| ISHARES TR | RUS 2000 GRW ETF | $2.7M | 1.3% | 10,661 SH | |
| ISHARES TR | RUS MID CAP ETF | $752K | 0.4% | 8,838 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $2.4M | 1.1% | 11,816 SH | |
| ISHARES TR | S&P 500 VAL ETF | $354K | 0.2% | 1,856 SH | |
| ISHARES TR | S&P SML 600 GWT | $1.3M | 0.6% | 10,498 SH | |
| ISHARES TR | SELECT DIVID ETF | $4.0M | 1.9% | 30,058 SH | |
| KEYCORP | COM | $270K | 0.1% | 16,876 SH | |
| LINDE PLC | SHS | $202K | 0.1% | 434 SH | |
| MICROSOFT CORP | COM | $664K | 0.3% | 1,769 SH | |
| PHREESIA INC | COM | $699K | 0.3% | 27,349 SH | |
| PTC THERAPEUTICS INC | COM | $612K | 0.3% | 12,000 SH | |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | $232K | 0.1% | 2,944 SH | |
| SPDR GOLD TR | GOLD SHS | $841K | 0.4% | 2,920 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $55.4M | 26.7% | 98,725 SH | |
| SPDR SER TR | BLOOMBERG 1-3 MO | $505K | 0.2% | 5,500 SH | |
| SPDR SER TR | S&P BIOTECH | $968K | 0.5% | 11,931 SH | |
| VANECK ETF TRUST | GOLD MINERS ETF | $300K | 0.1% | 6,529 SH | |
| VANECK ETF TRUST | JUNIOR GOLD MINE | $904K | 0.4% | 15,805 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $260K | 0.1% | 700 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $929K | 0.4% | 1,807 SH | |
| VANGUARD INDEX FDS | SML CP GRW ETF | $339K | 0.2% | 1,348 SH | |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $475K | 0.2% | 4,093 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $3.0M | 1.5% | 15,709 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $2.4M | 1.2% | 47,416 SH | |
| WEST PHARMACEUTICAL SVSC INC | COM | $232K | 0.1% | 1,036 SH | |
| WISDOMTREE TR | US AI ENHANCED | $317K | 0.2% | 2,890 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 |