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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 | $6.3M | 2.8% | 186,202 SH | New |
| APPLE INC | COM | $215K | 0.1%Prev: 0.1% | 977 SH | Decreased-96 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $2.8M | 1.2%Prev: 0.9% | 4 SH | Increased+1 SH |
| COGENT BIOSCIENCES INC | COM | $157K | 0.1% | 14,500 SH | New |
| EA SERIES TRUST | ALPHA ARCH 1-3 | $1.0M | 0.5% | 9,000 SH | New |
| EATON VANCE MUN BD FD | COM | $145K | 0.1% | 15,000 SH | New |
| EQT CORP | COM | $515K | 0.2% | 10,046 SH | New |
| GLOBAL PMTS INC | COM | $540K | 0.2%Prev: 0.2% | 6,584 SH | Increased-64 SH |
| GLOBAL X FDS | GLBL X MLP ETF | $834K | 0.4%Prev: 0.4% | 16,876 SH | Decreased-1,003 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $672K | 0.3%Prev: 0.2% | 2,685 SH | Increased+571 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $2.1M | 0.9%Prev: 0.9% | 11,264 SH | Decreased-142 SH |
| INVESCO QQQ TR | UNIT SER 1 | $12.6M | 5.6%Prev: 5.0% | 22,130 SH | Increased+1,283 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $311K | 0.1%Prev: 0.1% | 4,660 SH | Increased-2,418 SH |
| ISHARES INC | MSCI SWITZERLAND | $203K | 0.1%Prev: 0.2% | 3,787 SH | Decreased-3,870 SH |
| ISHARES TR | CORE DIV GRWTH | $6.6M | 2.9%Prev: 3.2% | 101,716 SH | Decreased-7,327 SH |
| ISHARES TR | CORE MSCI EAFE | $2.8M | 1.2%Prev: 1.4% | 32,737 SH | Decreased-4,101 SH |
| ISHARES TR | CORE MSCI EMKT | $1.3M | 0.6% | 21,888 SH | New |
| ISHARES TR | CORE S&P MCP ETF | $24.6M | 10.9%Prev: 10.8% | 393,414 SH | Decreased+4,635 SH |
| ISHARES TR | CORE S&P SCP ETF | $15.3M | 6.8%Prev: 6.9% | 137,974 SH | Decreased+3,106 SH |
| ISHARES TR | CORE S&P500 ETF | $24.4M | 10.8%Prev: 10.6% | 38,445 SH | Decreased-859 SH |
| ISHARES TR | CORE US AGGBD ET | $7.5M | 3.3%Prev: 3.0% | 75,264 SH | Increased+1,822 SH |
| ISHARES TR | MSCI EAFE ETF | $11.2M | 5.0%Prev: 5.2% | 124,387 SH | Decreased-4,910 SH |
| ISHARES TR | MSCI EMG MKT ETF | $9.8M | 4.3%Prev: 4.6% | 197,229 SH | Decreased-250 SH |
| ISHARES TR | MSCI USA ESG SLC | $322K | 0.1% | 2,492 SH | New |
| ISHARES TR | NATIONAL MUN ETF | $213K | 0.1%Prev: 0.1% | 2,044 SH | Decreased-495 SH |
| ISHARES TR | RUS 1000 ETF | $932K | 0.4%Prev: 0.4% | 2,683 SH | Decreased-22 SH |
| ISHARES TR | RUS 1000 GRW ETF | $625K | 0.3%Prev: 0.2% | 1,414 SH | Increased-4 SH |
| ISHARES TR | RUS 2000 GRW ETF | $3.5M | 1.6%Prev: 1.6% | 12,074 SH | Decreased-44 SH |
| ISHARES TR | RUS MID CAP ETF | $826K | 0.4%Prev: 0.4% | 8,864 SH | Decreased-90 SH |
| ISHARES TR | RUSSELL 2000 ETF | $2.6M | 1.2%Prev: 1.2% | 11,847 SH | Decreased-89 SH |
| ISHARES TR | S&P 500 VAL ETF | $368K | 0.2%Prev: 0.2% | 1,864 SH | Decreased-24 SH |
| ISHARES TR | S&P SML 600 GWT | $1.4M | 0.6%Prev: 0.6% | 10,522 SH | Decreased-70 SH |
| ISHARES TR | SELECT DIVID ETF | $4.1M | 1.8%Prev: 1.9% | 30,293 SH | Decreased-784 SH |
| KEYCORP | COM | $298K | 0.1% | 17,091 SH | New |
| LINDE PLC | SHS | $204K | 0.1%Prev: 0.1% | 435 SH | Decreased-4 SH |
| MICROSOFT CORP | COM | $857K | 0.4%Prev: 0.3% | 1,646 SH | Increased-3 SH |
| NVIDIA CORPORATION | COM | $257K | 0.1%Prev: 0.1% | 1,420 SH | Increased+131 SH |
| PHREESIA INC | COM | $335K | 0.1%Prev: 0.0% | 12,487 SH | Increased |
| PTC THERAPEUTICS INC | COM | $806K | 0.4%Prev: 0.3% | 16,000 SH | Increased+7,000 SH |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | $257K | 0.1% | 2,964 SH | New |
| SPDR GOLD TR | GOLD SHS | $914K | 0.4%Prev: 0.4% | 2,920 SH | Decreased+675 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $62.5M | 27.8% | 98,901 SH | New |
| SPDR SER TR | BLOOMBERG 1-3 MO | $366K | 0.2% | 4,000 SH | New |
| SPDR SER TR | S&P BIOTECH | $592K | 0.3% | 6,941 SH | New |
| TRANE TECHNOLOGIES PLC | SHS | $236K | 0.1%Prev: 0.1% | 551 SH | Increased-3 SH |
| VANECK ETF TRUST | GOLD MINERS ETF | $378K | 0.2%Prev: 0.2% | 6,529 SH | Decreased-47 SH |
| VANECK ETF TRUST | JUNIOR GOLD MINE | $913K | 0.4%Prev: 0.6% | 12,622 SH | Decreased+1,314 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $331K | 0.1%Prev: 0.1% | 725 SH | Increased-3 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.5M | 0.7% | 2,572 SH | New |
| VANGUARD INDEX FDS | SML CP GRW ETF | $378K | 0.2%Prev: 0.2% | 1,350 SH | Decreased-5 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $205K | 0.1% | 658 SH | New |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $539K | 0.2%Prev: 0.2% | 4,112 SH | Decreased-57 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $3.1M | 1.4%Prev: 1.3% | 15,259 SH | Decreased+420 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $2.8M | 1.2%Prev: 1.3% | 47,795 SH | Decreased-1,506 SH |
| WEST PHARMACEUTICAL SVSC INC | COM | $250K | 0.1%Prev: 0.1% | 1,038 SH | Decreased-2 SH |
| WILLIAMS SONOMA INC | COM | $221K | 0.1% | 1,106 SH | New |
| WISDOMTREE TR | US AI ENHANCED | $324K | 0.1%Prev: 0.1% | 2,902 SH | Decreased-35 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 |