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CIK 0001689874 • 4 13F filings • Apr 28, 2025 – Jan 22, 2026
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Past 4 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $537K | 0.1%Prev: 0.1% | 4,286 SH | Decreased-7 SH |
| ABBVIE INC | COM | $627K | 0.1%Prev: 0.1% | 2,745 SH | Decreased |
| ADVANCED MICRO DEVICES INC | COM | $5K | 0.0% | 25 SH | New |
| AIR PRODS & CHEMS INC | COM | $527K | 0.1%Prev: 0.1% | 2,135 SH | Decreased-2 SH |
| ALPHABET INC | CAP STK CL A | $786K | 0.1%Prev: 0.1% | 2,512 SH | Increased+1 SH |
| ALPHABET INC | CAP STK CL C | $2.2M | 0.3%Prev: 0.2% | 6,997 SH | Increased+5 SH |
| AMAZON COM INC | COM | $1.2M | 0.2%Prev: 0.1% | 5,012 SH | Increased |
| AMERICAN CENTY ETF TR | AVANTIS US SMALL | $210K | 0.0% | 3,580 SH | New |
| AMERICAN EXPRESS CO | COM | $12K | 0.0% | 33 SH | New |
| AMETEK INC | COM | $523K | 0.1%Prev: 0.1% | 2,547 SH | Increased |
| AMGEN INC | COM | $475K | 0.1%Prev: 0.1% | 1,451 SH | Increased |
| AMPHENOL CORP NEW | CL A | $16K | 0.0%Prev: 0.0% | 120 SH | Increased |
| ANALOG DEVICES INC | COM | $636K | 0.1%Prev: 0.1% | 2,345 SH | Increased |
| APPLE INC | COM | $12.4M | 1.6%Prev: 2.1% | 45,531 SH | Decreased-15,191 SH |
| APPLIED MATLS INC | COM | $1K | 0.0%Prev: 0.0% | 5 SH | Increased |
| APTARGROUP INC | COM | $529K | 0.1%Prev: 0.1% | 4,338 SH | Decreased |
| AUTOMATIC DATA PROCESSING IN | COM | $1K | 0.0%Prev: 0.0% | 5 SH | Decreased-1 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $1.5M | 0.2%Prev: 0.2% | 2 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $333K | 0.0%Prev: 0.0% | 663 SH | Decreased |
| BROADCOM INC | COM | $51K | 0.0%Prev: 0.0% | 147 SH | Increased-1 SH |
| BROOKFIELD CORP | CL A LTD VT SH | $481K | 0.1%Prev: 0.1% | 10,475 SH | Increased+3,491 SH |
| CATERPILLAR INC | COM | $1.5M | 0.2%Prev: 0.2% | 2,535 SH | Increased |
| CISCO SYS INC | COM | $758K | 0.1%Prev: 0.1% | 9,839 SH | Increased |
| COCA COLA CO | COM | $109K | 0.0%Prev: 0.0% | 1,553 SH | Decreased-178 SH |
| COLUMBIA ETF TR II | EM CORE EX ETF | $28.0M | 3.7%Prev: 3.7% | 730,973 SH | Increased-11,884 SH |
| CORNING INC | COM | $681K | 0.1%Prev: 0.1% | 7,774 SH | Increased-239 SH |
| DBX ETF TR | XTRACK MSCI EAFE | $112.8M | 14.9%Prev: 14.7% | 2,977,328 SH | Increased-17,695 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $244K | 0.0% | 4,882 SH | New |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $360K | 0.0% | 10,447 SH | New |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $237K | 0.0% | 7,490 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $705K | 0.1% | 17,820 SH | New |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $504K | 0.1% | 13,260 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $511K | 0.1% | 10,960 SH | New |
| DISNEY WALT CO | COM | $80K | 0.0%Prev: 0.0% | 700 SH | Decreased |
| EATON CORP PLC | SHS | $8K | 0.0%Prev: 0.0% | 26 SH | Decreased |
| ELI LILLY & CO | COM | $1.8M | 0.2%Prev: 0.2% | 1,654 SH | Increased-1 SH |
| EXXON MOBIL CORP | COM | $89K | 0.0%Prev: 0.0% | 738 SH | Increased |
| GE AEROSPACE | COM NEW | $40K | 0.0%Prev: 0.0% | 129 SH | Increased |
| GE VERNOVA INC | COM | $24K | 0.0%Prev: 0.0% | 37 SH | Increased |
| HOME DEPOT INC | COM | $610K | 0.1%Prev: 0.1% | 1,772 SH | Decreased-11 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $514K | 0.1%Prev: 0.1% | 1,736 SH | Increased+8 SH |
| ISHARES INC | ESG AWR MSCI EM | $6.7M | 0.9%Prev: 0.9% | 151,187 SH | Increased-1,054 SH |
| ISHARES INC | MSCI EMRG CHN | $437K | 0.1%Prev: 0.1% | 6,013 SH | Increased-30 SH |
| ISHARES TR | CORE S&P TTL STK | $66.6M | 8.8%Prev: 8.9% | 447,667 SH | Increased-3,725 SH |
| ISHARES TR | CORE S&P500 ETF | $832K | 0.1%Prev: 0.1% | 1,215 SH | Increased |
| ISHARES TR | CORE US AGGBD ET | $1.5M | 0.2%Prev: 0.0% | 15,085 SH | Increased+11,584 SH |
| ISHARES TR | ESG AW MSCI EAFE | $350K | 0.0%Prev: 0.0% | 3,676 SH | Increased |
| ISHARES TR | IBOND DEC 2030 | $253K | 0.0% | 12,744 SH | New |
| ISHARES TR | IBONDS 26 TRM TS | $253K | 0.0% | 11,055 SH | New |
| ISHARES TR | IBONDS 27 TRM TS | $253K | 0.0% | 11,269 SH | New |
| ISHARES TR | IBONDS 28 TRM TS | $253K | 0.0% | 11,324 SH | New |
| ISHARES TR | IBONDS 29 TRM TS | $253K | 0.0% | 11,541 SH | New |
| ISHARES TR | MSCI INTL MOMENT | $232K | 0.0% | 4,834 SH | New |
| ISHARES TR | MSCI USA MIN VOL | $859K | 0.1%Prev: 0.1% | 9,119 SH | Decreased-1,071 SH |
| ISHARES TR | MSCI USA MMENTM | $501K | 0.1% | 2,000 SH | New |
| ISHARES TR | RUS 1000 ETF | $556K | 0.1%Prev: 0.1% | 1,488 SH | Increased |
| ISHARES TR | RUS 1000 GRW ETF | $17.6M | 2.3%Prev: 2.5% | 37,249 SH | Decreased-1,995 SH |
| ISHARES TR | RUSSELL 3000 ETF | $19.5M | 2.6%Prev: 2.6% | 50,376 SH | Increased+5 SH |
| J P MORGAN EXCHANGE TRADED F | MORTGAGE BACKED | $49.3M | 6.5%Prev: 6.6% | 965,974 SH | Increased+13,774 SH |
| JOHNSON & JOHNSON | COM | $557K | 0.1%Prev: 0.1% | 2,692 SH | Increased+1 SH |
| JPMORGAN CHASE & CO. | COM | $1.3M | 0.2%Prev: 0.2% | 4,148 SH | Increased+3 SH |
| LIFESTANCE HEALTH GROUP INC | COM | $1.3M | 0.2%Prev: 0.1% | 178,371 SH | Increased |
| LOCKHEED MARTIN CORP | COM | $146K | 0.0%Prev: 0.0% | 301 SH | Decreased-1 SH |
| LPL FINL HLDGS INC | COM | $202K | 0.0% | 566 SH | New |
| MASTERCARD INCORPORATED | CL A | $12K | 0.0%Prev: 0.0% | 21 SH | Decreased-1 SH |
| MCDONALDS CORP | COM | $3.8M | 0.5%Prev: 0.5% | 12,494 SH | Increased+1 SH |
| MERCK & CO INC | COM | $561K | 0.1%Prev: 0.1% | 5,327 SH | Increased+7 SH |
| META PLATFORMS INC | CL A | $359K | 0.0%Prev: 0.1% | 544 SH | Decreased |
| MICROSOFT CORP | COM | $2.2M | 0.3%Prev: 0.3% | 4,546 SH | Decreased-238 SH |
| MORGAN STANLEY | COM NEW | $3K | 0.0%Prev: 0.0% | 19 SH | Increased |
| MORGAN STANLEY ETF TRUST | CALVERT INTERNAT | $8.5M | 1.1%Prev: 1.1% | 119,705 SH | Increased-1,305 SH |
| MORGAN STANLEY ETF TRUST | CALVERT US LARCP | $23.4M | 3.1%Prev: 3.1% | 277,873 SH | Increased-468 SH |
| NETFLIX INC | COM | $6K | 0.0%Prev: 0.0% | 60 SH | Decreased+51 SH |
| NEXTERA ENERGY INC | COM | $1K | 0.0%Prev: 0.0% | 15 SH | Increased |
| NORFOLK SOUTHN CORP | COM | $68K | 0.0%Prev: 0.0% | 235 SH | Decreased |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | $10.1M | 1.3%Prev: 1.4% | 103,049 SH | Decreased-2,267 SH |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | $12.2M | 1.6%Prev: 1.6% | 270,178 SH | Increased+1,892 SH |
| NVIDIA CORPORATION | COM | $186K | 0.0%Prev: 0.0% | 995 SH | Decreased-68 SH |
| ORACLE CORP | COM | $593K | 0.1%Prev: 0.1% | 3,044 SH | Decreased-5 SH |
| PACER FDS TR | US CASH COWS 100 | $50.0M | 6.6%Prev: 6.5% | 831,660 SH | Increased-1,502 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $77K | 0.0%Prev: 0.0% | 431 SH | Decreased |
| PEPSICO INC | COM | $88K | 0.0%Prev: 0.0% | 612 SH | Increased-1 SH |
| PRINCIPAL EXCHANGE TRADED FD | US MEGA CP ETF | $61.2M | 8.1%Prev: 8.4% | 893,720 SH | Decreased-12,417 SH |
| PROCTER AND GAMBLE CO | COM | $343K | 0.0%Prev: 0.1% | 2,395 SH | Decreased-47 SH |
| RTX CORPORATION | COM | $530K | 0.1%Prev: 0.1% | 2,888 SH | Increased |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $824K | 0.1% | 5,720 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $580K | 0.1%Prev: 0.1% | 851 SH | Increased |
| SPDR SERIES TRUST | STATE STREET SPD | $144.5M | 19.1% | 3,604,545 SH | New |
| TESLA INC | COM | $36K | 0.0%Prev: 0.0% | 79 SH | Increased |
| TEXAS INSTRS INC | COM | $537K | 0.1%Prev: 0.1% | 3,094 SH | Decreased+1 SH |
| TJX COS INC NEW | COM | $124K | 0.0%Prev: 0.0% | 810 SH | Increased |
| UNITEDHEALTH GROUP INC | COM | $20K | 0.0%Prev: 0.0% | 61 SH | Decreased-1 SH |
| UPWORK INC | COM | $467K | 0.1%Prev: 0.1% | 23,571 SH | Increased |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $456K | 0.1% | 5,789 SH | New |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $246K | 0.0% | 5,088 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $22.2M | 2.9%Prev: 3.0% | 45,530 SH | Increased-617 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $5.1M | 0.7%Prev: 0.6% | 8,080 SH | Increased+714 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $333K | 0.0% | 1,291 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $43.9M | 5.8%Prev: 5.9% | 130,797 SH | Increased-1,174 SH |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | $10.7M | 1.4%Prev: 1.3% | 191,387 SH | Increased+27,303 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $3.0M | 0.4%Prev: 0.4% | 39,603 SH | Increased |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $360K | 0.0% | 5,766 SH | New |
| VANGUARD WORLD FD | ESG INTL STK ETF | $6.4M | 0.8%Prev: 0.9% | 89,713 SH | Increased-1,471 SH |
| VISA INC | COM CL A | $56K | 0.0%Prev: 0.0% | 160 SH | Increased |
| WALMART INC | COM | $11K | 0.0%Prev: 0.0% | 95 SH | Increased |
| 13F-HR |
| 0001580642-25-004184 |
| $637.1M |
| View |
| Apr 28, 2025 | Q1 2025 | 13F-HR | 0001580642-25-002582 | $537.1M | View |