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CIK 0001874374 • 3 13F filings • May 8, 2025 – Dec 16, 2025
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AAON INC | COM PAR $0.004 | $220K | 0.1% | 2,357 SH | New |
| ABBVIE INC | COM | $3.6M | 1.7%Prev: 1.5% | 15,635 SH | Increased+148 SH |
| ACCENTURE PLC IRELAND | SHS CLASS A | $1.2M | 0.6%Prev: 0.8% | 5,021 SH | Decreased+34 SH |
| ADOBE INC | COM | $2.2M | 1.0%Prev: 1.2% | 6,113 SH | Decreased+12 SH |
| ALPHA METALLURGICAL RESOUR I | COM | $241K | 0.1% | 1,470 SH | New |
| ALPHABET INC | CAP STK CL A | $7.1M | 3.3%Prev: 2.7% | 29,121 SH | Increased-35 SH |
| ALPS ETF TR | ALERIAN ENERGY | $545K | 0.3% | 16,803 SH | New |
| ALPS ETF TR | ALERIAN MLP | $328K | 0.2% | 6,998 SH | New |
| AMAZON COM INC | COM | $4.2M | 2.0%Prev: 2.2% | 18,901 SH | Decreased-60 SH |
| AMEREN CORP | COM | $2.1M | 1.0%Prev: 1.0% | 19,782 SH | Increased+217 SH |
| AMERICAN CENTY ETF TR | DIVERSIFID CRP | $6.6M | 3.1%Prev: 3.2% | 137,714 SH | Increased+6,267 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $4.8M | 2.3%Prev: 2.3% | 48,623 SH | Increased+777 SH |
| APPLE INC | COM | $7.9M | 3.7%Prev: 4.2% | 31,023 SH | Decreased-7,935 SH |
| APPLIED INDL TECHNOLOGIES IN | COM | $628K | 0.3%Prev: 0.3% | 2,404 SH | Increased+23 SH |
| APTARGROUP INC | COM | $386K | 0.2%Prev: 0.2% | 2,890 SH | Decreased+32 SH |
| BALCHEM CORP | COM | $209K | 0.1%Prev: 0.1% | 1,392 SH | Decreased+4 SH |
| BELDEN INC | COM | $357K | 0.2% | 2,971 SH | New |
| BLACKROCK INC | COM | $2.1M | 1.0%Prev: 1.1% | 1,841 SH | Increased-119 SH |
| BLOCK H & R INC | COM | $273K | 0.1%Prev: 0.2% | 5,402 SH | Decreased+35 SH |
| BROADCOM INC | COM | $1.7M | 0.8% | 5,285 SH | New |
| CADENCE DESIGN SYSTEM INC | COM | $2.2M | 1.0%Prev: 1.0% | 6,165 SH | Increased+42 SH |
| CARLISLE COS INC | COM | $438K | 0.2%Prev: 0.3% | 1,331 SH | Decreased+15 SH |
| CASELLA WASTE SYS INC | CL A | $287K | 0.1%Prev: 0.2% | 3,028 SH | Decreased+80 SH |
| CCC INTELLIGENT SOLUTIONS HL | COM | $141K | 0.1%Prev: 0.1% | 15,425 SH | Decreased-1,495 SH |
| CHEVRON CORP NEW | COM | $1.6M | 0.7%Prev: 0.8% | 10,120 SH | Decreased-951 SH |
| CHORD ENERGY CORPORATION | COM NEW | $230K | 0.1%Prev: 0.1% | 2,318 SH | Increased+24 SH |
| CIRRUS LOGIC INC | COM | $532K | 0.3%Prev: 0.2% | 4,246 SH | Increased+39 SH |
| CISCO SYS INC | COM | $1.5M | 0.7%Prev: 0.8% | 22,046 SH | Decreased+125 SH |
| COMCAST CORP NEW | CL A | $940K | 0.4%Prev: 0.6% | 29,918 SH | Decreased+191 SH |
| COMMERCE BANCSHARES INC | COM | $659K | 0.3%Prev: 0.3% | 11,031 SH | Decreased+256 SH |
| COMMVAULT SYS INC | COM | $885K | 0.4%Prev: 0.6% | 4,688 SH | Decreased-1,925 SH |
| CONSTRUCTION PARTNERS INC | COM CL A | $287K | 0.1%Prev: 0.2% | 2,261 SH | Decreased-873 SH |
| CUBESMART | COM | $840K | 0.4%Prev: 0.3% | 20,658 SH | Increased+6,098 SH |
| CURTISS WRIGHT CORP | COM | $1.1M | 0.5%Prev: 0.7% | 2,074 SH | Decreased-662 SH |
| DELL TECHNOLOGIES INC | CL C | $1.3M | 0.6%Prev: 0.6% | 9,185 SH | Increased+87 SH |
| DESCARTES SYS GROUP INC | COM | $273K | 0.1%Prev: 0.2% | 2,902 SH | Decreased-265 SH |
| DEVON ENERGY CORP NEW | COM | $950K | 0.4%Prev: 0.4% | 27,094 SH | Increased+314 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $2.2M | 1.1%Prev: 0.7% | 70,465 SH | Increased+24,023 SH |
| EAST WEST BANCORP INC | COM | $733K | 0.3%Prev: 0.4% | 6,890 SH | Increased+64 SH |
| ELECTRONIC ARTS INC | COM | $2.4M | 1.1%Prev: 1.0% | 11,723 SH | Increased+75 SH |
| EMCOR GROUP INC | COM | $665K | 0.3%Prev: 0.3% | 1,024 SH | Increased+11 SH |
| EOG RES INC | COM | $1.2M | 0.6%Prev: 0.7% | 10,881 SH | Decreased+93 SH |
| ESCO TECHNOLOGIES INC | COM | $256K | 0.1%Prev: 0.1% | 1,214 SH | Decreased-267 SH |
| ESSENTIAL UTILS INC | COM | $694K | 0.3%Prev: 0.1% | 17,405 SH | Increased+9,943 SH |
| EXCHANGE TRADED CONCEPTS TRU | RANGE NUCLEAR RE | $426K | 0.2% | 6,553 SH | New |
| EXPEDITORS INTL WASH INC | COM | $2.0M | 1.0%Prev: 1.0% | 16,505 SH | Increased+138 SH |
| EXPONENT INC | COM | $204K | 0.1%Prev: 0.1% | 2,936 SH | Decreased-240 SH |
| FACTSET RESH SYS INC | COM | $300K | 0.1%Prev: 0.2% | 1,046 SH | Decreased+9 SH |
| FIRST FINL BANKSHARES INC | COM | $291K | 0.1%Prev: 0.2% | 8,648 SH | Decreased+83 SH |
| FIRSTSERVICE CORP NEW | COM | $238K | 0.1%Prev: 0.1% | 1,250 SH | Decreased-350 SH |
| GENERAL MLS INC | COM | $1.7M | 0.8%Prev: 0.9% | 33,292 SH | Decreased-120 SH |
| GENTEX CORP | COM | $337K | 0.2%Prev: 0.1% | 11,895 SH | Increased+115 SH |
| GLOBAL X FDS | DATA CTR & DIGIT | $316K | 0.1% | 15,434 SH | New |
| HALOZYME THERAPEUTICS INC | COM | $603K | 0.3%Prev: 0.2% | 8,221 SH | Increased+201 SH |
| HOME DEPOT INC | COM | $2.3M | 1.1%Prev: 1.1% | 5,729 SH | Increased+54 SH |
| ISHARES TR | MBS ETF | $6.7M | 3.2%Prev: 3.3% | 70,870 SH | Increased+3,087 SH |
| ISHARES TR | NATIONAL MUN ETF | $11.2M | 5.3%Prev: 5.3% | 105,536 SH | Increased+8,376 SH |
| ISHARES TR | SHRT NAT MUN ETF | $5.0M | 2.4%Prev: 2.4% | 46,816 SH | Increased+3,149 SH |
| JPMORGAN CHASE & CO. | COM | $3.7M | 1.8%Prev: 1.8% | 11,881 SH | Increased+67 SH |
| KLA CORP | COM NEW | $2.1M | 1.0%Prev: 1.2% | 1,951 SH | Decreased-630 SH |
| LAM RESEARCH CORP | COM NEW | $2.4M | 1.2%Prev: 1.1% | 18,196 SH | Increased-3,478 SH |
| LOCKHEED MARTIN CORP | COM | $1.7M | 0.8%Prev: 0.8% | 3,378 SH | Increased+38 SH |
| MARSH & MCLENNAN COS INC | COM | $3.0M | 1.4%Prev: 1.7% | 14,994 SH | Decreased+62 SH |
| MARZETTI COMPANY | COM | $224K | 0.1% | 1,298 SH | New |
| MATADOR RES CO | COM | $283K | 0.1%Prev: 0.2% | 6,290 SH | Decreased+63 SH |
| MCDONALDS CORP | COM | $2.4M | 1.1%Prev: 1.2% | 7,805 SH | Increased+76 SH |
| MEDPACE HLDGS INC | COM | $767K | 0.4%Prev: 0.3% | 1,491 SH | Increased-414 SH |
| META PLATFORMS INC | CL A | $3.7M | 1.7%Prev: 1.9% | 4,978 SH | Increased+29 SH |
| MGIC INVT CORP WIS | COM | $448K | 0.2%Prev: 0.2% | 15,786 SH | Increased+145 SH |
| MICROSOFT CORP | COM | $8.1M | 3.8%Prev: 4.6% | 15,711 SH | Decreased-2,242 SH |
| MURPHY OIL CORP | COM | $281K | 0.1%Prev: 0.1% | 9,898 SH | Increased+243 SH |
| MURPHY USA INC | COM | $406K | 0.2%Prev: 0.2% | 1,046 SH | Decreased+11 SH |
| NETFLIX INC | COM | $1.2M | 0.6%Prev: 0.7% | 1,007 SH | Decreased+2 SH |
| NEUROCRINE BIOSCIENCES INC | COM | $315K | 0.1%Prev: 0.1% | 2,241 SH | Increased+25 SH |
| NVIDIA CORPORATION | COM | $8.9M | 4.2%Prev: 2.9% | 47,775 SH | Increased+11,857 SH |
| OLD REP INTL CORP | COM | $663K | 0.3%Prev: 0.3% | 15,600 SH | Increased+354 SH |
| OPTION CARE HEALTH INC | COM NEW | $247K | 0.1%Prev: 0.1% | 8,884 SH | Decreased+88 SH |
| OWENS CORNING NEW | COM | $427K | 0.2%Prev: 0.2% | 3,022 SH | Increased+29 SH |
| PEGASYSTEMS INC | COM | $308K | 0.1%Prev: 0.1% | 5,359 SH | Increased+53 SH |
| PEPSICO INC | COM | $1.8M | 0.9%Prev: 0.9% | 13,115 SH | Increased+111 SH |
| PIMCO ETF TR | INV GRD CRP BD | $5.9M | 2.8%Prev: 2.9% | 60,131 SH | Increased+2,711 SH |
| PROCTER AND GAMBLE CO | COM | $2.4M | 1.1%Prev: 1.3% | 15,406 SH | Decreased+141 SH |
| PROGRESSIVE CORP | COM | $3.0M | 1.4%Prev: 1.7% | 12,329 SH | Decreased+111 SH |
| PUBLIC STORAGE OPER CO | COM | $1.2M | 0.6%Prev: 0.6% | 4,275 SH | Decreased+37 SH |
| RBB FD INC | US TREAS 3 MNTH | $207K | 0.1%Prev: 0.1% | 4,149 SH | Increased |
| RBC BEARINGS INC | COM | $260K | 0.1%Prev: 0.1% | 665 SH | Decreased-65 SH |
| RESMED INC | COM | $2.3M | 1.1%Prev: 1.1% | 8,403 SH | Increased+158 SH |
| RPM INTL INC | COM | $560K | 0.3%Prev: 0.3% | 4,751 SH | Increased+43 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $1.0M | 0.5%Prev: 0.5% | 42,243 SH | Decreased-40 SH |
| SEI INVTS CO | COM | $333K | 0.2%Prev: 0.2% | 3,928 SH | Decreased+38 SH |
| SHERWIN WILLIAMS CO | COM | $1.3M | 0.6%Prev: 0.7% | 3,873 SH | Increased+79 SH |
| SNAP ON INC | COM | $2.8M | 1.3%Prev: 1.3% | 8,035 SH | Increased-6 SH |
| SPROUTS FMRS MKT INC | COM | $489K | 0.2%Prev: 0.4% | 4,494 SH | Decreased-545 SH |
| STEVANATO GROUP S P A | ORD SHS | $226K | 0.1%Prev: 0.1% | 8,780 SH | Decreased-610 SH |
| T-MOBILE US INC | COM | $1.9M | 0.9%Prev: 1.0% | 7,975 SH | Increased+94 SH |
| TCW ETF TRUST | TRANSFORM SYSTEM | $562K | 0.3% | 5,756 SH | New |
| TETRA TECH INC NEW | DBCV 2.250% 8/1 | $347K | 0.2% | 10,407 SH | New |
| TEXAS ROADHOUSE INC | COM | $653K | 0.3%Prev: 0.2% | 3,928 SH | Increased+2,078 SH |
| TOPBUILD CORP | COM | $350K | 0.2% | 896 SH | New |
| TORO CO | COM | $335K | 0.2%Prev: 0.2% | 4,394 SH | Increased+39 SH |
| ULTA BEAUTY INC | COM | $2.6M | 1.2%Prev: 1.1% | 4,774 SH | Increased+45 SH |
| UNION PAC CORP | COM | $3.0M | 1.4%Prev: 1.5% | 12,617 SH | Increased+94 SH |
| UNITEDHEALTH GROUP INC | COM | $1.8M | 0.9%Prev: 1.4% | 5,250 SH | Decreased-3,441 SH |
| US FOODS HLDG CORP | COM | $313K | 0.1%Prev: 0.2% | 4,090 SH | Increased+42 SH |
| VANGUARD MUN BD FDS | SHORT TAX EXEMPT | $1.8M | 0.8%Prev: 0.3% | 23,075 SH | Increased+15,450 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $24.6M | 11.6%Prev: 11.3% | 334,556 SH | Increased+19,846 SH |
| VICTORY PORTFOLIOS II | VICTORYSHS US | $364K | 0.2%Prev: 0.1% | 6,786 SH | Increased+1,534 SH |
| VISA INC | COM CL A | $3.4M | 1.6%Prev: 1.9% | 10,053 SH | Decreased-1 SH |
| WATSCO INC | COM | $850K | 0.4%Prev: 0.5% | 2,102 SH | Decreased-279 SH |
| ZOETIS INC | CL A | $2.4M | 1.2% | 16,736 SH | New |
| 13F-HR |
| 0001085146-25-002830 |
| $179.6M |
| View |