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CIK 0001760401 • 3 13F filings • May 7, 2026 – Jul 24, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $248K | 0.2%Prev: 0.2% | 1,550 SH | Decreased |
| ADVANCED MICRO DEVICES INC | COM | $236K | 0.2%Prev: 0.6% | 1,103 SH | Decreased-255 SH |
| AIR PRODS & CHEMS INC | COM | $235K | 0.2% | 950 SH | New |
| ALPHABET INC | CAP STK CL A | $641K | 0.6%Prev: 0.6% | 2,049 SH | Decreased-263 SH |
| ALTRIA GROUP INC | COM | $475K | 0.4%Prev: 0.5% | 8,233 SH | Decreased |
| AMAZON COM INC | COM | $531K | 0.5%Prev: 0.5% | 2,299 SH | Decreased-572 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $2.5M | 2.3%Prev: 2.8% | 32,737 SH | Decreased-5,420 SH |
| AMERICAN CENTY ETF TR | AVANTIS SHFXDINC | $3.5M | 3.2%Prev: 3.2% | 74,180 SH | Decreased-14,400 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $2.3M | 2.2%Prev: 1.9% | 28,205 SH | Decreased+70 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $1.5M | 1.4%Prev: 1.4% | 16,485 SH | Decreased-1,040 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $3.0M | 2.8%Prev: 2.6% | 26,772 SH | Decreased+270 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $761K | 0.7%Prev: 1.0% | 10,050 SH | Decreased-3,600 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $1.7M | 1.6%Prev: 1.8% | 16,580 SH | Decreased-2,330 SH |
| APPLE INC | COM | $2.5M | 2.3%Prev: 2.1% | 9,256 SH | Decreased-139 SH |
| BLACKROCK LTD DURATION INCOM | COM SHS | $137K | 0.1%Prev: 0.1% | 10,000 SH | Increased |
| CATERPILLAR INC | COM | $286K | 0.3%Prev: 0.4% | 500 SH | Decreased-25 SH |
| CISCO SYS INC | COM | $316K | 0.3%Prev: 0.4% | 4,100 SH | Decreased-616 SH |
| COCA COLA CO | COM | $224K | 0.2%Prev: 0.2% | 3,204 SH | Decreased-2 SH |
| COLGATE PALMOLIVE CO | COM | $258K | 0.2%Prev: 0.2% | 3,266 SH | Decreased |
| COSTCO WHSL CORP NEW | COM | $1.4M | 1.3% | 1,640 SH | New |
| DEERE & CO | COM | $582K | 0.5%Prev: 0.6% | 1,250 SH | Decreased |
| ELI LILLY & CO | COM | $1.4M | 1.3% | 1,327 SH | New |
| EMERSON ELEC CO | COM | $730K | 0.7%Prev: 0.6% | 5,500 SH | Decreased |
| EXXON MOBIL CORP | COM | $205K | 0.2%Prev: 0.2% | 1,702 SH | Decreased-281 SH |
| GUGGENHEIM TAXABLE MUNICP BO | COM | $149K | 0.1%Prev: 0.1% | 10,000 SH | Increased |
| HOME DEPOT INC | COM | $412K | 0.4%Prev: 0.3% | 1,198 SH | Decreased-19 SH |
| INVESCO QQQ TR | UNIT SER 1 | $940K | 0.9%Prev: 0.9% | 1,530 SH | Decreased-135 SH |
| ISHARES GOLD TR | ISHARES NEW | $2.3M | 2.1%Prev: 1.5% | 28,460 SH | Increased+2,970 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $1.0M | 1.0% | 10,300 SH | New |
| ISHARES TR | CORE 1 5 YR USD | $3.9M | 3.6%Prev: 3.4% | 79,626 SH | Decreased-12,534 SH |
| ISHARES TR | CORE MSCI EAFE | $3.1M | 2.9%Prev: 2.8% | 34,525 SH | Decreased-2,995 SH |
| ISHARES TR | CORE US AGGBD ET | $210K | 0.2% | 2,100 SH | New |
| ISHARES TR | ESG OPTIMIZED | $222K | 0.2%Prev: 0.2% | 1,590 SH | Decreased |
| ISHARES TR | INTL EQTY FACTOR | $996K | 0.9%Prev: 1.2% | 26,375 SH | Decreased-10,850 SH |
| ISHARES TR | INTRM GOV CR ETF | $4.1M | 3.8%Prev: 4.5% | 37,860 SH | Decreased-16,915 SH |
| ISHARES TR | MSCI ACWI ETF | $225K | 0.2%Prev: 0.3% | 1,590 SH | Decreased-860 SH |
| ISHARES TR | MSCI INTL QUALTY | $1.9M | 1.8%Prev: 1.8% | 42,352 SH | Decreased-5,035 SH |
| ISHARES TR | MSCI INTL VLU FT | $1.5M | 1.4%Prev: 1.5% | 40,248 SH | Decreased-5,110 SH |
| ISHARES TR | MSCI USA QLT FCT | $2.7M | 2.5%Prev: 2.8% | 13,630 SH | Decreased-2,842 SH |
| ISHARES TR | U S EQUITY FACTR | $1.5M | 1.4%Prev: 1.8% | 21,440 SH | Decreased-10,265 SH |
| ISHARES TR | ULTRA SHORT DUR | $4.9M | 4.6%Prev: 4.1% | 97,575 SH | Decreased-6,540 SH |
| ISHARES U S ETF TR | SHORT DURATION B | $7.8M | 7.3% | 152,690 SH | New |
| JPMORGAN CHASE & CO. | COM | $972K | 0.9% | 3,016 SH | New |
| MCDONALDS CORP | COM | $348K | 0.3%Prev: 0.2% | 1,139 SH | Increased-34 SH |
| MICROSOFT CORP | COM | $1.9M | 1.7%Prev: 1.2% | 3,826 SH | Increased-294 SH |
| MONDELEZ INTL INC | CL A | $354K | 0.3%Prev: 0.3% | 6,583 SH | Decreased-34 SH |
| NUVEEN TAXABLE MUNICPAL INM | COM | $158K | 0.1%Prev: 0.1% | 10,000 SH | Increased |
| NVIDIA CORPORATION | COM | $1.7M | 1.6%Prev: 1.5% | 9,064 SH | Decreased-616 SH |
| PHILIP MORRIS INTL INC | COM | $1.1M | 1.1%Prev: 1.0% | 7,077 SH | Decreased-175 SH |
| PIMCO CORPORATE & INCM STRG | COM | $128K | 0.1%Prev: 0.1% | 10,000 SH | Increased |
| PIMCO ETF TR | ACTIVE BD ETF | $4.0M | 3.7%Prev: 4.3% | 43,100 SH | Decreased-17,585 SH |
| PIMCO ETF TR | ENHAN SHRT MA AC | $6.6M | 6.2%Prev: 5.4% | 66,050 SH | Decreased-3,170 SH |
| PIMCO ETF TR | ENHNCD LW DUR AC | $4.1M | 3.8%Prev: 3.9% | 42,640 SH | Decreased-10,890 SH |
| PROCTER AND GAMBLE CO | COM | $594K | 0.6% | 4,147 SH | New |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $976K | 0.9% | 20,845 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $205K | 0.2% | 2,239 SH | New |
| STRYKER CORPORATION | COM | $4.3M | 4.0%Prev: 3.0% | 12,298 SH | Increased-31 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $304K | 0.3% | 1,000 SH | New |
| TRAVELERS COMPANIES INC | COM | $213K | 0.2%Prev: 0.2% | 734 SH | Decreased |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $5.5M | 5.1%Prev: 5.3% | 70,135 SH | Decreased-17,600 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $1.9M | 1.8%Prev: 1.6% | 10,630 SH | Decreased-129 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $291K | 0.3%Prev: 0.2% | 1,003 SH | Decreased-2,729 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $1.1M | 1.0%Prev: 1.0% | 5,335 SH | Decreased-74 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $4.3M | 4.0%Prev: 4.3% | 12,835 SH | Decreased-2,313 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $271K | 0.3%Prev: 0.2% | 3,238 SH | Decreased |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $535K | 0.5%Prev: 0.4% | 3,730 SH | Decreased |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $711K | 0.7%Prev: 0.6% | 5,040 SH | Decreased |
| VANGUARD STAR FDS | VG TL INTL STK F | $285K | 0.3%Prev: 0.3% | 3,775 SH | Decreased-246 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $212K | 0.2%Prev: 0.2% | 3,400 SH | Decreased-177 SH |
| VANGUARD WORLD FD | INF TECH ETF | $452K | 0.4%Prev: 0.5% | 600 SH | Decreased-5,000 SH |
| WALMART INC | COM | $317K | 0.3%Prev: 0.3% | 2,844 SH | Decreased-34 SH |
| 13F-HR |
| 0001951757-26-000801 |
| $114.0M |
| View |