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CIK 0001635007 • 6 13F filings • May 1, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AIM ETF PRODUCTS TRUST | US LRGCP B20 JUL | $301K | 0.0% | 7,685 SH | New |
| ALBERTSONS COS INC | COMMON STOCK | $719K | 0.0%Prev: 0.1% | 41,867 SH | Decreased-37,321 SH |
| ALPHABET INC | CAP STK CL A | $626K | 0.0%Prev: 0.0% | 1,999 SH | Increased-181 SH |
| ALPHABET INC | CAP STK CL C | $707K | 0.0%Prev: 0.0% | 2,252 SH | Decreased-1,187 SH |
| AMAZON COM INC | COM | $376K | 0.0%Prev: 0.0% | 1,628 SH | Increased |
| AMERICAN CENTY ETF TR | AVANTIS US SMALL | $211.9M | 10.1%Prev: 10.0% | 3,607,787 SH | Increased+96,254 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $227.0M | 10.8%Prev: 10.6% | 2,415,798 SH | Increased+20,008 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $290.1M | 13.8%Prev: 13.7% | 2,844,838 SH | Increased+77,141 SH |
| APPLE INC | COM | $1.4M | 0.1%Prev: 0.1% | 5,033 SH | Decreased-1,205 SH |
| ARISTA NETWORKS INC | COM SHS | $754K | 0.0%Prev: 0.0% | 5,753 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $245K | 0.0%Prev: 0.0% | 488 SH | Decreased |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $34.4M | 1.6%Prev: 1.0% | 789,138 SH | Increased+312,731 SH |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | $12.6M | 0.6%Prev: 0.6% | 284,304 SH | Increased+27,341 SH |
| CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | $20.9M | 1.0%Prev: 0.9% | 707,368 SH | Increased+82,928 SH |
| CHEVRON CORP NEW | COM | $1.6M | 0.1%Prev: 0.1% | 10,246 SH | Decreased-753 SH |
| COSTCO WHSL CORP NEW | COM | $368K | 0.0%Prev: 0.0% | 427 SH | Decreased-201 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $1.5M | 0.1%Prev: 0.1% | 38,862 SH | Increased-231 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $7.2M | 0.3%Prev: 0.3% | 120,225 SH | Increased+317 SH |
| ELI LILLY & CO | COM | $290K | 0.0%Prev: 0.0% | 270 SH | Increased-61 SH |
| EXXON MOBIL CORP | COM | $2.0M | 0.1%Prev: 0.1% | 16,284 SH | Increased+45 SH |
| HOME DEPOT INC | COM | $272K | 0.0%Prev: 0.0% | 790 SH | Decreased |
| INGREDION INC | COM | $208K | 0.0%Prev: 0.0% | 1,888 SH | Decreased+7 SH |
| INTUIT | COM | $307K | 0.0%Prev: 0.0% | 463 SH | Decreased |
| INVESCO EXCHANGE TRADED FD T | DORSEY WRGT BASC | $212K | 0.0%Prev: 0.0% | 1,929 SH | Increased+3 SH |
| ISHARES TR | CORE 80/20 AGGRE | $1.0M | 0.0%Prev: 0.0% | 11,456 SH | Increased+5,500 SH |
| ISHARES TR | CORE S&P MCP ETF | $483K | 0.0%Prev: 0.0% | 7,318 SH | Increased+3 SH |
| ISHARES TR | CORE S&P TTL STK | $318K | 0.0%Prev: 0.0% | 2,138 SH | Decreased-355 SH |
| ISHARES TR | CORE S&P US VLU | $269K | 0.0%Prev: 0.0% | 2,620 SH | Increased+1 SH |
| ISHARES TR | CORE S&P500 ETF | $794K | 0.0%Prev: 0.0% | 1,160 SH | Increased+4 SH |
| ISHARES TR | EAFE SML CP ETF | $916K | 0.0%Prev: 0.1% | 11,818 SH | Decreased-1,394 SH |
| ISHARES TR | EAFE VALUE ETF | $2.4M | 0.1%Prev: 0.1% | 33,071 SH | Increased+535 SH |
| ISHARES TR | MSCI USA VALUE | $641.7M | 30.4%Prev: 29.3% | 4,693,071 SH | Increased-9,860 SH |
| ISHARES TR | RUS 1000 GRW ETF | $836K | 0.0%Prev: 0.0% | 1,766 SH | Increased |
| ISHARES TR | RUS 1000 VAL ETF | $742K | 0.0%Prev: 0.0% | 3,528 SH | Increased+16 SH |
| ISHARES TR | RUS 2000 GRW ETF | $597K | 0.0%Prev: 0.0% | 1,849 SH | Increased |
| ISHARES TR | RUS MID CAP ETF | $413K | 0.0%Prev: 0.0% | 4,287 SH | Decreased+2 SH |
| ISHARES TR | RUS TP200 GR ETF | $229K | 0.0%Prev: 0.0% | 828 SH | Increased |
| ISHARES TR | RUSSELL 2000 ETF | $289K | 0.0%Prev: 0.0% | 1,174 SH | Increased+3 SH |
| ISHARES TR | TIPS BD ETF | $358K | 0.0%Prev: 0.1% | 3,256 SH | Decreased-16,115 SH |
| JPMORGAN CHASE & CO. | COM | $208K | 0.0% | 645 SH | New |
| MICROSOFT CORP | COM | $1.0M | 0.0%Prev: 0.1% | 2,132 SH | Decreased-384 SH |
| PIMCO ETF TR | ENHAN SHRT MA AC | $30.2M | 1.4%Prev: 2.4% | 301,338 SH | Decreased-184,993 SH |
| PRECIGEN INC | COM | $42K | 0.0% | 10,000 SH | New |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $2.0M | 0.1%Prev: 0.1% | 44,934 SH | Increased+1,094 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $233K | 0.0%Prev: 0.0% | 11,165 SH | Decreased |
| SCHWAB STRATEGIC TR | US TIPS ETF | $328K | 0.0%Prev: 0.0% | 12,396 SH | Decreased+49 SH |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $272K | 0.0% | 6,081 SH | New |
| SPDR INDEX SHS FDS | GLB NAT RESRCE | $737K | 0.0%Prev: 0.0% | 11,857 SH | Increased+83 SH |
| SPDR INDEX SHS FDS | S&P INTL SMLCP | $254K | 0.0%Prev: 0.0% | 6,221 SH | Increased+72 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $3.6M | 0.2%Prev: 0.2% | 5,252 SH | Increased-40 SH |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $1.1M | 0.1%Prev: 0.1% | 1,758 SH | Increased-19 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $2.0M | 0.1% | 29,601 SH | New |
| T ROWE PRICE ETF INC | GROWTH ETF | $238.6M | 11.3%Prev: 11.7% | 5,391,884 SH | Increased+11,490 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $679K | 0.0%Prev: 0.0% | 3,247 SH | Decreased-42 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $815K | 0.0%Prev: 0.0% | 1,671 SH | Increased-28 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $669K | 0.0%Prev: 0.0% | 2,125 SH | Decreased-76 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $737K | 0.0%Prev: 0.0% | 8,329 SH | Decreased+49 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $534K | 0.0%Prev: 0.0% | 851 SH | Increased-7 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $60.4M | 2.9%Prev: 2.9% | 285,194 SH | Increased+3,710 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.1M | 0.1%Prev: 0.1% | 3,283 SH | Increased-2 SH |
| VANGUARD INDEX FDS | VALUE ETF | $708K | 0.0%Prev: 0.0% | 3,704 SH | Increased-53 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $223K | 0.0%Prev: 0.0% | 3,035 SH | Increased+6 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $277.7M | 13.2%Prev: 13.5% | 1,937,698 SH | Increased+39,350 SH |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | $7.3M | 0.3%Prev: 0.4% | 160,296 SH | Decreased-1,533 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $679K | 0.0%Prev: 0.0% | 13,502 SH | Increased+151 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $376K | 0.0%Prev: 0.0% | 4,491 SH | Increased+54 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $1.5M | 0.1% | 25,094 SH | New |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $978K | 0.0%Prev: 0.1% | 4,449 SH | Decreased-303 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $301K | 0.0%Prev: 0.0% | 4,815 SH | Decreased-308 SH |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | $200K | 0.0% | 1,970 SH | New |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $655K | 0.0%Prev: 0.0% | 4,563 SH | Increased |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $316K | 0.0%Prev: 0.0% | 3,514 SH | Increased |
| VANGUARD WORLD FD | ENERGY ETF | $822K | 0.0%Prev: 0.0% | 6,528 SH | Increased+3 SH |
| VANGUARD WORLD FD | MATERIALS ETF | $582K | 0.0%Prev: 0.0% | 2,806 SH | Increased+6 SH |
| VISA INC | COM CL A | $276K | 0.0%Prev: 0.0% | 787 SH | Increased |
| WISDOMTREE TR | INTL QULTY DIV | $321K | 0.0%Prev: 0.0% | 7,748 SH | Increased |
| WISDOMTREE TR | US LARGECAP DIVD | $329K | 0.0%Prev: 0.0% | 3,738 SH | Increased |
| WISDOMTREE TR | US MIDCAP FUND | $1.2M | 0.1%Prev: 0.1% | 17,434 SH | Increased |
| WORLD GOLD TR | SPDR GLD MINIS | $237K | 0.0%Prev: 0.0% | 2,774 SH | Increased |
| 13F-HR |
| 0001140361-26-032728 |
| $2.63B |
| View |
| Aug 5, 2025 | Q2 2025 | 13F-HR | 0001140361-25-028811 | $1.83B | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001140361-26-021278 | $2.17B | View |
| May 1, 2025 | Q1 2025 | 13F-HR | 0001140361-25-016854 | $1.66B | View |