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CIK 0001842370 • 6 13F filings • May 6, 2025 – Aug 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $476K | 0.1%Prev: 0.1% | 2,975 SH | Increased-6 SH |
| ABBOTT LABS | COM | $258K | 0.0%Prev: 0.1% | 2,060 SH | Decreased+1 SH |
| ABBVIE INC | COM | $896K | 0.2%Prev: 0.2% | 3,922 SH | Decreased-12 SH |
| ACCENTURE PLC IRELAND | SHS CLASS A | $7.3M | 1.4%Prev: 1.3% | 27,098 SH | Increased+984 SH |
| ADVANCED MICRO DEVICES INC | COM | $202K | 0.0% | 945 SH | New |
| AIRBNB INC | COM CL A | $552K | 0.1%Prev: 0.1% | 4,066 SH | Decreased-855 SH |
| ALPHABET INC | CAP STK CL A | $27.0M | 5.2%Prev: 4.3% | 86,420 SH | Increased-682 SH |
| ALPHABET INC | CAP STK CL C | $525K | 0.1%Prev: 0.1% | 1,673 SH | Increased+77 SH |
| AMAZON COM INC | COM | $380K | 0.1%Prev: 0.1% | 1,648 SH | Increased-81 SH |
| AMERICAN EXPRESS CO | COM | $14.5M | 2.8%Prev: 2.6% | 39,147 SH | Increased+116 SH |
| AMERICAN TOWER CORP NEW | COM | $4.3M | 0.8%Prev: 0.9% | 24,488 SH | Decreased+1,843 SH |
| AMERIPRISE FINL INC | COM | $1.4M | 0.3%Prev: 0.3% | 2,874 SH | Decreased |
| AMGEN INC | COM | $483K | 0.1%Prev: 0.1% | 1,474 SH | Increased-62 SH |
| ANALOG DEVICES INC | COM | $370K | 0.1%Prev: 0.1% | 1,366 SH | Increased+7 SH |
| APPLE INC | COM | $15.8M | 3.0%Prev: 3.0% | 58,019 SH | Increased-85 SH |
| ASML HOLDING N V | N Y REGISTRY SHS | $217K | 0.0%Prev: 0.0% | 203 SH | Increased-8 SH |
| BECTON DICKINSON & CO | COM | $8.3M | 1.6%Prev: 1.6% | 42,788 SH | Increased+1,075 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $10.6M | 2.0%Prev: 2.1% | 14 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.4M | 0.3%Prev: 0.3% | 2,828 SH | Decreased-68 SH |
| BLACKROCK INC | COM | $7.3M | 1.4%Prev: 1.6% | 6,810 SH | Decreased+245 SH |
| BROADCOM INC | COM | $687K | 0.1%Prev: 0.1% | 1,985 SH | Decreased-242 SH |
| CAMECO CORP | COM | $9.8M | 1.9%Prev: 1.8% | 106,983 SH | Increased+2,324 SH |
| CISCO SYS INC | COM | $14.0M | 2.7%Prev: 2.5% | 181,211 SH | Increased+2,317 SH |
| COCA COLA CO | COM | $1.9M | 0.4%Prev: 0.4% | 26,963 SH | Increased-56 SH |
| CONSTELLATION ENERGY CORP | COM | $5.1M | 1.0%Prev: 1.0% | 14,521 SH | Increased+297 SH |
| CORNING INC | COM | $5.9M | 1.1%Prev: 1.1% | 67,775 SH | Increased+102 SH |
| CSX CORP | COM | $7.1M | 1.3%Prev: 1.4% | 194,542 SH | Increased+3,975 SH |
| DEERE & CO | COM | $242K | 0.0%Prev: 0.0% | 520 SH | Increased-4 SH |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | $474K | 0.1%Prev: 0.0% | 9,144 SH | Increased+4,774 SH |
| DISNEY WALT CO | COM | $2.9M | 0.6%Prev: 0.6% | 25,617 SH | Decreased-100 SH |
| DOVER CORP | COM | $204K | 0.0% | 1,044 SH | New |
| EATON CORP PLC | SHS | $315K | 0.1%Prev: 0.1% | 989 SH | Decreased+8 SH |
| EBAY INC. | COM | $215K | 0.0%Prev: 0.0% | 2,470 SH | Decreased+70 SH |
| ECOLAB INC | COM | $7.9M | 1.5%Prev: 1.6% | 29,985 SH | Decreased+972 SH |
| ELI LILLY & CO | COM | $239K | 0.0% | 222 SH | New |
| FIDELITY COVINGTON TRUST | ENHANCED SMALL | $219K | 0.0% | 5,809 SH | New |
| FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | $356K | 0.1% | 4,786 SH | New |
| FIDELITY WISE ORIGIN BITCOIN | SHS | $930K | 0.2%Prev: 0.2% | 12,198 SH | Decreased+312 SH |
| FIRST CTZNS BANCSHARES INC D | CL A | $245K | 0.0%Prev: 0.0% | 114 SH | Increased |
| FIRST SOLAR INC | COM | $6.7M | 1.3%Prev: 1.1% | 25,574 SH | Increased+363 SH |
| FREEPORT-MCMORAN INC | CL B | $207K | 0.0% | 4,068 SH | New |
| GILEAD SCIENCES INC | COM | $9.1M | 1.7%Prev: 1.6% | 73,969 SH | Increased+1,655 SH |
| HCA HEALTHCARE INC | COM | $403K | 0.1%Prev: 0.1% | 863 SH | Increased |
| HOME DEPOT INC | COM | $9.3M | 1.8%Prev: 2.2% | 27,116 SH | Decreased+786 SH |
| HOWMET AEROSPACE INC | COM | $222K | 0.0%Prev: 0.0% | 1,083 SH | Increased |
| INTERNATIONAL BUSINESS MACHS | COM | $417K | 0.1%Prev: 0.1% | 1,408 SH | Increased+48 SH |
| INTUIT | COM | $6.1M | 1.2%Prev: 1.2% | 9,167 SH | Increased+464 SH |
| INVESCO QQQ TR | UNIT SER 1 | $777K | 0.1%Prev: 0.2% | 1,265 SH | Increased |
| ISHARES GOLD TR | ISHARES NEW | $311K | 0.1%Prev: 0.1% | 3,836 SH | Increased |
| ISHARES TR | 0-3 MNTH TREASRY | $28.4M | 5.4%Prev: 6.5% | 283,402 SH | Decreased-34,180 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $54.2M | 10.4%Prev: 10.9% | 529,593 SH | Increased+12,024 SH |
| ISHARES TR | 1 3 YR TREAS BD | $300K | 0.1%Prev: 0.1% | 3,619 SH | Decreased |
| ISHARES TR | CORE S&P500 ETF | $988K | 0.2%Prev: 0.2% | 1,442 SH | Increased+285 SH |
| ISHARES TR | MSCI EAFE ETF | $218K | 0.0%Prev: 0.0% | 2,275 SH | Increased |
| ISHARES TR | RUS 1000 GRW ETF | $1.5M | 0.3%Prev: 0.3% | 3,110 SH | Increased-5 SH |
| ISHARES TR | RUSSELL 2000 ETF | $302K | 0.1%Prev: 0.1% | 1,225 SH | Increased |
| ISHARES TR | SELECT DIVID ETF | $474K | 0.1%Prev: 0.1% | 3,358 SH | Decreased+3 SH |
| ISHARES TR | TRUST ISHARE 0-1 | $17.9M | 3.4% | 162,149 SH | New |
| JACOBS SOLUTIONS INC | COM | $2.8M | 0.5%Prev: 0.6% | 20,916 SH | Decreased+785 SH |
| JOHNSON & JOHNSON | COM | $395K | 0.1%Prev: 0.1% | 1,909 SH | Increased |
| JOHNSON CTLS INTL PLC | SHS | $7.7M | 1.5%Prev: 1.4% | 64,709 SH | Increased+823 SH |
| LABCORP HOLDINGS INC | COM SHS | $5.7M | 1.1%Prev: 1.2% | 22,561 SH | Decreased+1,278 SH |
| LEVI STRAUSS & CO NEW | CL A COM STK | $10.9M | 2.1%Prev: 2.5% | 524,975 SH | Decreased |
| LOWES COS INC | COM | $641K | 0.1%Prev: 0.1% | 2,660 SH | Decreased+4 SH |
| MAGNUM ICE CREAM CO NV | ORD SHS | $255K | 0.0% | 16,100 SH | New |
| MASTERCARD INCORPORATED | CL A | $6.0M | 1.2%Prev: 0.5% | 10,570 SH | Increased+6,505 SH |
| MCKESSON CORP | COM | $200K | 0.0% | 244 SH | New |
| MERCK & CO INC | COM | $10.3M | 2.0%Prev: 1.6% | 97,617 SH | Increased+1,078 SH |
| MICROSOFT CORP | COM | $21.8M | 4.2%Prev: 4.5% | 45,023 SH | Decreased+1,788 SH |
| NATIONAL GRID PLC | SPONSORED ADR NE | $6.7M | 1.3%Prev: 1.1% | 87,068 SH | Increased+9,953 SH |
| NEXTERA ENERGY INC | COM | $7.9M | 1.5%Prev: 1.5% | 98,969 SH | Increased+2,445 SH |
| NIKE INC | CL B | $7.0M | 1.3%Prev: 1.5% | 110,473 SH | Decreased+3,338 SH |
| NOVARTIS AG | SPONSORED ADR | $281K | 0.1%Prev: 0.1% | 2,036 SH | Increased+56 SH |
| NOVO-NORDISK A S | ADR | $7.7M | 1.5%Prev: 1.5% | 152,240 SH | Increased+22,231 SH |
| NVIDIA CORPORATION | COM | $22.8M | 4.4%Prev: 4.7% | 122,510 SH | Decreased-407 SH |
| ORACLE CORP | COM | $571K | 0.1%Prev: 0.2% | 2,930 SH | Decreased+11 SH |
| PEPSICO INC | COM | $230K | 0.0%Prev: 0.0% | 1,605 SH | Increased |
| PROCTER AND GAMBLE CO | COM | $8.8M | 1.7%Prev: 1.8% | 61,340 SH | Decreased+3,819 SH |
| PROLOGIS INC. | COM | $5.4M | 1.0%Prev: 1.0% | 42,248 SH | Increased+1,137 SH |
| REGENERON PHARMACEUTICALS | COM | $11.4M | 2.2%Prev: 1.6% | 14,804 SH | Increased+431 SH |
| ROCKWELL AUTOMATION INC | COM | $300K | 0.1%Prev: 0.1% | 770 SH | Increased |
| ROYAL BK CDA | COM | $3.4M | 0.7%Prev: 0.6% | 20,066 SH | Increased-527 SH |
| SALESFORCE INC | COM | $5.5M | 1.1%Prev: 1.0% | 20,944 SH | Increased+944 SH |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $544K | 0.1%Prev: 0.1% | 21,700 SH | Increased+11,549 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $718K | 0.1%Prev: 0.1% | 29,849 SH | Increased+2,466 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $1.1M | 0.2%Prev: 0.1% | 41,128 SH | Increased+22,786 SH |
| SPDR GOLD TR | GOLD SHS | $502K | 0.1%Prev: 0.1% | 1,266 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $686K | 0.1%Prev: 0.1% | 1,006 SH | Increased+1 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $638K | 0.1% | 16,671 SH | New |
| STARBUCKS CORP | COM | $332K | 0.1%Prev: 0.1% | 3,940 SH | Decreased-21 SH |
| STEEL DYNAMICS INC | COM | $3.8M | 0.7%Prev: 0.6% | 22,197 SH | Increased+300 SH |
| STRYKER CORPORATION | COM | $280K | 0.1%Prev: 0.1% | 797 SH | Decreased-5 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $16.9M | 3.2%Prev: 3.2% | 55,633 SH | Increased-138 SH |
| TJX COS INC NEW | COM | $337K | 0.1%Prev: 0.1% | 2,195 SH | Increased+53 SH |
| TORONTO DOMINION BK ONT | COM NEW | $941K | 0.2%Prev: 0.2% | 9,990 SH | Increased-309 SH |
| TRUIST FINL CORP | COM | $265K | 0.1%Prev: 0.0% | 5,395 SH | Increased+185 SH |
| UNILEVER PLC | SPON ADR NEW | $11.9M | 2.3%Prev: 2.1% | 181,473 SH | Increased+5,303 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $362K | 0.1%Prev: 0.1% | 577 SH | Increased+3 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $398K | 0.1%Prev: 0.1% | 1,188 SH | Increased+35 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $385K | 0.1% | 7,651 SH | New |
| VISA INC | COM CL A | $15.5M | 3.0%Prev: 2.5% | 44,127 SH | Increased+7,773 SH |
| WABTEC | COM | $854K | 0.2%Prev: 0.2% | 4,000 SH | Increased |
| WILLIAMS SONOMA INC | COM | $3.3M | 0.6%Prev: 0.7% | 18,316 SH | Decreased+547 SH |
| WISDOMTREE TR | EUROPE HEDGED EQ | $1.6M | 0.3%Prev: 0.3% | 30,657 SH | Increased+918 SH |
| XYLEM INC | COM | $5.8M | 1.1%Prev: 1.2% | 42,851 SH | Decreased+2,374 SH |
| ZOETIS INC | CL A | $2.7M | 0.5%Prev: 0.6% | 21,223 SH | Decreased+2,645 SH |
| 13F-HR |
| 0001842370-26-000003 |
| $612.9M |
| View |
| Aug 7, 2025 | Q2 2025 | 13F-HR | 0001765380-25-000310 | $460.3M | View |
| May 6, 2026 | Q1 2026 | 13F-HR | 0001842370-26-000002 | $535.8M | View |
| May 6, 2025 | Q1 2025 | 13F-HR | 0001765380-25-000166 | $437.2M | View |