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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 | $6.9M | 2.9% | 190,164 SH | New |
| APPLE INC | COM | $249K | 0.1%Prev: 0.1% | 977 SH | Decreased-96 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $3.0M | 1.3%Prev: 0.8% | 4 SH | Increased+1 SH |
| COGENT BIOSCIENCES INC | COM | $208K | 0.1% | 14,500 SH | New |
| EA SERIES TRUST | ALPHA ARCH 1-3 | $1.0M | 0.4% | 9,000 SH | New |
| EQT CORP | COM | $548K | 0.2% | 10,076 SH | New |
| GLOBAL PMTS INC | COM | $549K | 0.2%Prev: 0.2% | 6,603 SH | Increased-70 SH |
| GLOBAL X FDS | GLBL X MLP ETF | $833K | 0.4%Prev: 0.4% | 17,194 SH | Decreased-1,021 SH |
| INTEL CORP | COM | $206K | 0.1% | 6,154 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $762K | 0.3%Prev: 0.2% | 2,702 SH | Increased+436 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $2.1M | 0.9%Prev: 0.9% | 11,313 SH | Decreased-137 SH |
| INVESCO QQQ TR | UNIT SER 1 | $13.3M | 5.7%Prev: 5.6% | 22,156 SH | Decreased+1,316 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $303K | 0.1%Prev: 0.1% | 4,660 SH | Increased-2,418 SH |
| ISHARES INC | MSCI SWITZERLAND | $209K | 0.1%Prev: 0.2% | 3,787 SH | Decreased-4,005 SH |
| ISHARES TR | CORE DIV GRWTH | $7.1M | 3.0%Prev: 3.1% | 104,569 SH | Decreased-6,061 SH |
| ISHARES TR | CORE MSCI EAFE | $3.0M | 1.3%Prev: 1.3% | 33,871 SH | Decreased-3,626 SH |
| ISHARES TR | CORE MSCI EMKT | $1.4M | 0.6% | 21,888 SH | New |
| ISHARES TR | CORE S&P MCP ETF | $25.3M | 10.8%Prev: 10.9% | 387,128 SH | Decreased-780 SH |
| ISHARES TR | CORE S&P SCP ETF | $16.3M | 6.9%Prev: 7.4% | 136,855 SH | Decreased+1,307 SH |
| ISHARES TR | CORE S&P500 ETF | $24.1M | 10.3%Prev: 10.8% | 35,969 SH | Decreased-3,493 SH |
| ISHARES TR | CORE US AGGBD ET | $7.1M | 3.0%Prev: 2.7% | 70,578 SH | Decreased-2,972 SH |
| ISHARES TR | MSCI EAFE ETF | $11.2M | 4.8%Prev: 4.9% | 119,692 SH | Decreased-8,678 SH |
| ISHARES TR | MSCI EMG MKT ETF | $9.9M | 4.2%Prev: 5.0% | 185,833 SH | Decreased-12,935 SH |
| ISHARES TR | MSCI USA ESG SLC | $339K | 0.1% | 2,498 SH | New |
| ISHARES TR | NATIONAL MUN ETF | $278K | 0.1%Prev: 0.1% | 2,614 SH | Increased+69 SH |
| ISHARES TR | RUS 1000 ETF | $983K | 0.4%Prev: 0.4% | 2,690 SH | Decreased-20 SH |
| ISHARES TR | RUS 1000 GRW ETF | $663K | 0.3%Prev: 0.3% | 1,415 SH | Decreased-4,261 SH |
| ISHARES TR | RUS 2000 GRW ETF | $3.9M | 1.6%Prev: 1.7% | 12,088 SH | Decreased-45 SH |
| ISHARES TR | RUS MID CAP ETF | $859K | 0.4%Prev: 0.4% | 8,894 SH | Decreased-84 SH |
| ISHARES TR | RUSSELL 2000 ETF | $2.9M | 1.2%Prev: 1.3% | 11,878 SH | Decreased-85 SH |
| ISHARES TR | S&P 500 VAL ETF | $387K | 0.2%Prev: 0.2% | 1,872 SH | Decreased-23 SH |
| ISHARES TR | S&P SML 600 GWT | $1.5M | 0.6%Prev: 0.7% | 10,545 SH | Decreased-63 SH |
| ISHARES TR | SELECT DIVID ETF | $4.3M | 1.8%Prev: 1.8% | 30,558 SH | Decreased-765 SH |
| KEYCORP | COM | $323K | 0.1% | 17,275 SH | New |
| LINDE PLC | SHS | $207K | 0.1%Prev: 0.1% | 436 SH | Decreased-5 SH |
| MICROSOFT CORP | COM | $853K | 0.4%Prev: 0.3% | 1,647 SH | Increased-507 SH |
| NVIDIA CORPORATION | COM | $265K | 0.1%Prev: 0.1% | 1,420 SH | Increased+129 SH |
| PHREESIA INC | COM | $294K | 0.1%Prev: 0.0% | 12,487 SH | Increased |
| PTC THERAPEUTICS INC | COM | $1.0M | 0.4%Prev: 0.3% | 17,067 SH | Increased+8,067 SH |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | $260K | 0.1% | 2,983 SH | New |
| SPDR GOLD TR | GOLD SHS | $977K | 0.4%Prev: 0.3% | 2,748 SH | Increased+503 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $66.0M | 28.1% | 98,869 SH | New |
| SPDR SER TR | S&P BIOTECH | $642K | 0.3% | 6,403 SH | New |
| TRANE TECHNOLOGIES PLC | SHS | $233K | 0.1%Prev: 0.1% | 551 SH | Decreased-4 SH |
| VANECK ETF TRUST | GOLD MINERS ETF | $499K | 0.2%Prev: 0.2% | 6,529 SH | Increased+18 SH |
| VANECK ETF TRUST | JUNIOR GOLD MINE | $1.2M | 0.5%Prev: 0.4% | 12,087 SH | Increased+779 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $348K | 0.1%Prev: 0.1% | 725 SH | Decreased-3,646 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.6M | 0.7%Prev: 0.2% | 2,572 SH | Increased+1,747 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $402K | 0.2%Prev: 0.2% | 1,350 SH | Decreased-6 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $217K | 0.1% | 658 SH | New |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $211K | 0.1% | 3,888 SH | New |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $569K | 0.2%Prev: 0.2% | 4,126 SH | Decreased-58 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $3.3M | 1.4%Prev: 1.3% | 15,259 SH | Decreased+368 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $2.9M | 1.2%Prev: 1.3% | 48,023 SH | Decreased-1,534 SH |
| WEST PHARMACEUTICAL SVSC INC | COM | $272K | 0.1%Prev: 0.1% | 1,038 SH | Decreased-3 SH |
| WILLIAMS SONOMA INC | COM | $216K | 0.1% | 1,106 SH | New |
| WISDOMTREE TR | US AI ENHANCED | $333K | 0.1%Prev: 0.1% | 2,914 SH | Decreased+5 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 |