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CIK 0001703080 • 6 13F filings • Apr 23, 2025 – Jul 21, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $232K | 0.1% | 740 SH | New |
| ALPHABET INC | CAP STK CL C | $1.4M | 0.6%Prev: 0.5% | 4,580 SH | Increased-53 SH |
| AMERICAN CENTY ETF TR | US QUALITY GROW | $2.3M | 1.0%Prev: 1.7% | 20,180 SH | Decreased-12,242 SH |
| APPLE INC | COM | $310K | 0.1%Prev: 0.3% | 1,139 SH | Decreased-1,318 SH |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $462K | 0.2%Prev: 0.2% | 8,756 SH | Decreased-148 SH |
| BLACKROCK ETF TRUST II | SHORT DURATION H | $5.1M | 2.1% | 231,350 SH | New |
| BWX TECHNOLOGIES INC | COM | $214K | 0.1%Prev: 0.2% | 1,236 SH | Decreased-994 SH |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | $5.0M | 2.1% | 112,986 SH | New |
| COLUMBIA ETF TR I | MULTI SEC MUNI | $862K | 0.4%Prev: 0.5% | 41,813 SH | Decreased-15,687 SH |
| CSX CORP | COM | $236K | 0.1%Prev: 0.1% | 6,518 SH | Increased |
| FIRST TR EXCH TRADED FD III | RIVRFRNT DYN DEV | $278K | 0.1%Prev: 0.1% | 3,458 SH | Decreased-178 SH |
| FIRST TR EXCHANGE-TRADED ALP | SML CP GRW ALP | $1.2M | 0.5%Prev: 1.1% | 12,738 SH | Decreased-12,961 SH |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | $701K | 0.3%Prev: 0.4% | 7,578 SH | Decreased-1,242 SH |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | $212K | 0.1%Prev: 0.1% | 4,236 SH | Decreased-114 SH |
| FRANKLIN TEMPLETON ETF TR | US MID CP MLTFCT | $1.4M | 0.6%Prev: 0.8% | 24,951 SH | Decreased-5,972 SH |
| GREIF INC | CL A | $660K | 0.3%Prev: 0.3% | 9,750 SH | Increased |
| HOME DEPOT INC | COM | $225K | 0.1%Prev: 0.1% | 654 SH | Decreased |
| INTERNATIONAL BUSINESS MACHS | COM | $214K | 0.1% | 722 SH | New |
| INVESCO EXCH TRADED FD TR II | S&P MIDCP LOW | $825K | 0.3%Prev: 0.4% | 13,232 SH | Decreased-367 SH |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | $799K | 0.3%Prev: 0.4% | 11,190 SH | Decreased-1,373 SH |
| ISHARES INC | CORE MSCI EMKT | $2.2M | 0.9%Prev: 0.1% | 32,087 SH | Increased+28,361 SH |
| ISHARES TR | CORE INTL AGGR | $3.3M | 1.4% | 66,918 SH | New |
| ISHARES TR | CORE MSCI EAFE | $10.3M | 4.3%Prev: 3.6% | 115,293 SH | Increased+23,530 SH |
| ISHARES TR | CORE S&P MCP ETF | $1.4M | 0.6%Prev: 0.6% | 21,085 SH | Decreased-856 SH |
| ISHARES TR | CORE S&P SCP ETF | $511K | 0.2%Prev: 0.3% | 4,256 SH | Decreased-1,317 SH |
| ISHARES TR | CORE S&P TTL STK | $10.7M | 4.4%Prev: 6.3% | 71,894 SH | Decreased-23,630 SH |
| ISHARES TR | CORE S&P500 ETF | $2.5M | 1.0%Prev: 1.1% | 3,622 SH | Increased+23 SH |
| ISHARES TR | CORE UNIVRSL USD | $3.4M | 1.4% | 72,721 SH | New |
| ISHARES TR | CORE US AGGBD ET | $800K | 0.3% | 8,005 SH | New |
| ISHARES TR | ISHS 1-5YR INVS | $1.5M | 0.6% | 28,477 SH | New |
| ISHARES TR | MSCI EMG MKT ETF | $2.3M | 1.0%Prev: 1.1% | 42,238 SH | Decreased-1,367 SH |
| ISHARES TR | RUS 2000 GRW ETF | $7.0M | 2.9% | 21,545 SH | New |
| ISHARES TR | RUS MID CAP ETF | $1.0M | 0.4% | 10,629 SH | New |
| ISHARES TR | RUS TOP 200 ETF | $1.4M | 0.6% | 8,425 SH | New |
| ISHARES TR | RUSSELL 2000 ETF | $518K | 0.2% | 2,105 SH | New |
| ISHARES TR | RUSSELL 3000 ETF | $15.3M | 6.4%Prev: 6.6% | 39,534 SH | Increased+885 SH |
| ISHARES TR | S&P 500 GRWT ETF | $1.1M | 0.5%Prev: 0.5% | 8,907 SH | Increased-187 SH |
| ISHARES TR | S&P 500 VAL ETF | $415K | 0.2%Prev: 0.2% | 1,955 SH | Increased+213 SH |
| ISHARES TR | S&P MC 400GR ETF | $246K | 0.1%Prev: 0.1% | 2,535 SH | Increased+3 SH |
| ISHARES TR | S&P MC 400VL ETF | $218K | 0.1%Prev: 0.1% | 1,659 SH | Increased+6 SH |
| MICROSOFT CORP | COM | $1.3M | 0.5%Prev: 0.7% | 2,659 SH | Decreased-431 SH |
| NEOS ETF TRUST | FIS CHRISTIAN | $968K | 0.4%Prev: 0.4% | 30,976 SH | Increased+1,208 SH |
| NEXTERA ENERGY INC | COM | $218K | 0.1%Prev: 0.1% | 2,711 SH | Increased+15 SH |
| NORTHERN LIGHTS FD TR | TOEWS AGILTY SHS | $16.9M | 7.0%Prev: 9.7% | 458,835 SH | Decreased-145,983 SH |
| NORTHERN LTS FD TR IV | INSPIRE 100 ETF | $6.0M | 2.5%Prev: 1.3% | 133,802 SH | Increased+70,899 SH |
| NORTHERN LTS FD TR IV | INSPIRE 500 ETF | $8.8M | 3.6%Prev: 3.6% | 35,292 SH | Increased+3,219 SH |
| NORTHERN LTS FD TR IV | INSPIRE FIDELIS | $1.7M | 0.7% | 46,622 SH | New |
| NORTHERN LTS FD TR IV | INSPIRE GBL HOPE | $997K | 0.4%Prev: 0.4% | 23,086 SH | Increased+531 SH |
| NORTHERN LTS FD TR IV | INSPIRE INTL ETF | $1.0M | 0.4%Prev: 0.4% | 28,442 SH | Increased+645 SH |
| NVIDIA CORPORATION | COM | $348K | 0.1%Prev: 0.2% | 1,864 SH | Decreased-40 SH |
| PACER FDS TR | US CASH COWS 100 | $4.3M | 1.8%Prev: 2.4% | 71,514 SH | Decreased-20,122 SH |
| PACER FDS TR | US SMALL CAP CAS | $1.4M | 0.6%Prev: 1.3% | 31,082 SH | Decreased-32,309 SH |
| SCHWAB STRATEGIC TR | 1 5YR CORP BD | $892K | 0.4% | 35,815 SH | New |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $1.2M | 0.5% | 35,729 SH | New |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $3.0M | 1.2%Prev: 0.2% | 123,043 SH | Increased+105,252 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $390K | 0.2% | 16,704 SH | New |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $214K | 0.1%Prev: 0.1% | 8,175 SH | Increased-18 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $560K | 0.2%Prev: 0.2% | 17,170 SH | Increased+1 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $19.9M | 8.3%Prev: 9.5% | 738,905 SH | Decreased-60,485 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $4.9M | 2.1%Prev: 2.1% | 164,202 SH | Increased+6,168 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $3.0M | 1.3%Prev: 1.7% | 105,777 SH | Decreased-31,633 SH |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $6.8M | 2.8% | 47,404 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET UTI | $4.6M | 1.9% | 107,399 SH | New |
| SPDR GOLD TR | GOLD SHS | $311K | 0.1%Prev: 0.1% | 785 SH | Increased+10 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $16.7M | 6.9%Prev: 7.7% | 24,417 SH | Decreased-1,164 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $949K | 0.4% | 19,955 SH | New |
| STRATEGY SHS | EVENTIDE HIGH DI | $1.5M | 0.6%Prev: 0.6% | 54,830 SH | Increased+5,344 SH |
| STRATEGY SHS | EVENTIDE SMALL C | $1.7M | 0.7% | 64,798 SH | New |
| STRATEGY SHS | EVENTIDE US MRKT | $7.3M | 3.0%Prev: 3.1% | 269,235 SH | Increased+20,425 SH |
| TIMOTHY PLAN | HIG DV STK ETF | $905K | 0.4%Prev: 0.4% | 23,489 SH | Increased+1,705 SH |
| TIMOTHY PLAN | INTL ETF | $3.8M | 1.6%Prev: 1.2% | 108,986 SH | Increased+29,203 SH |
| TIMOTHY PLAN | U S SM CP CORE | $898K | 0.4%Prev: 0.4% | 21,669 SH | Increased+730 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $2.7M | 1.1%Prev: 1.2% | 5,600 SH | Increased-54 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $15.2M | 6.3%Prev: 5.4% | 48,158 SH | Increased+9,404 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $2.2M | 0.9%Prev: 1.2% | 7,583 SH | Decreased-1,350 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $229K | 0.1%Prev: 0.1% | 365 SH | Increased |
| VANGUARD INDEX FDS | SMALL CP ETF | $2.6M | 1.1%Prev: 0.5% | 10,122 SH | Increased+5,431 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $254K | 0.1% | 842 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.2M | 0.5%Prev: 0.6% | 3,586 SH | Decreased-336 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $3.7M | 1.5%Prev: 2.1% | 73,431 SH | Decreased-17,825 SH |
| VANGUARD SCOTTSDALE FDS | TOTAL WLD BD ETF | $264K | 0.1%Prev: 0.1% | 3,838 SH | Decreased+34 SH |
| 13F-HR |
| 0001754960-26-000568 |
| $268.1M |
| View |
| Jul 16, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000398 | $213.3M | View |
| Apr 27, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000329 | $229.0M | View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000237 | $188.9M | View |