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CIK 0001656150 • 6 13F filings • May 14, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $483K | 0.2%Prev: 0.2% | 3,014 SH | Increased |
| ABBVIE INC | COM | $203K | 0.1%Prev: 0.1% | 889 SH | Decreased+10 SH |
| AMGEN INC | COM | $880K | 0.4%Prev: 0.4% | 2,688 SH | Increased+1 SH |
| APPLE INC | COM | $291K | 0.1%Prev: 0.1% | 1,072 SH | Increased |
| CATERPILLAR INC | COM | $419K | 0.2%Prev: 0.2% | 732 SH | Increased |
| CHEVRON CORP NEW | COM | $824K | 0.4%Prev: 0.4% | 5,404 SH | Decreased+48 SH |
| CISCO SYS INC | COM | $1.7M | 0.9%Prev: 0.8% | 22,121 SH | Increased-258 SH |
| COCA COLA CO | COM | $1.3M | 0.6%Prev: 0.6% | 17,931 SH | Increased-263 SH |
| EXXON MOBIL CORP | COM | $729K | 0.4%Prev: 0.4% | 6,062 SH | Increased+84 SH |
| GABELLI UTIL TR | COM | $165K | 0.1%Prev: 0.1% | 27,437 SH | Decreased |
| GLACIER BANCORP INC NEW | COM | $202K | 0.1%Prev: 0.1% | 4,590 SH | Decreased-469 SH |
| GOLDMAN SACHS GROUP INC | COM | $258K | 0.1%Prev: 0.1% | 294 SH | Increased |
| HOME DEPOT INC | COM | $262K | 0.1%Prev: 0.2% | 763 SH | Decreased+19 SH |
| IBM CORP | COM | $1.5M | 0.7%Prev: 0.7% | 4,924 SH | Increased+84 SH |
| INVESCO EXCH TRADED FD TR II | SR LN ETF | $4.7M | 2.4%Prev: 2.3% | 224,508 SH | Increased+14,477 SH |
| INVSC QQQ TR | UNIT SER | $1.1M | 0.6%Prev: 0.6% | 1,827 SH | Increased+37 SH |
| ISHARES SILVER TR | ISHARES | $1.3M | 0.7%Prev: 0.5% | 20,120 SH | Increased-1,161 SH |
| ISHARES TR | CORE 60/40 BALAN | $1.5M | 0.8%Prev: 0.8% | 23,407 SH | Increased+571 SH |
| ISHARES TR | CORE S&P500 ETF | $753K | 0.4%Prev: 0.3% | 1,100 SH | Increased+150 SH |
| ISHARES TR | CORES MSCI EAFE | $16.1M | 8.2%Prev: 8.3% | 179,528 SH | Increased-397 SH |
| ISHARES TR | CRE U S REIT ETF | $2.7M | 1.4%Prev: 1.5% | 47,346 SH | Decreased-303 SH |
| ISHARES TR | FLTG RATE NT ETF | $9.3M | 4.7%Prev: 4.7% | 182,569 SH | Increased+5,862 SH |
| ISHARES TR | RUS MD CP GR ETF | $7.9M | 4.0%Prev: 4.3% | 57,629 SH | Decreased-168 SH |
| JOHNSON & JOHNSON | COM | $1.2M | 0.6%Prev: 0.5% | 5,568 SH | Increased-17 SH |
| JPMORGAN CHASE & CO | COM | $759K | 0.4%Prev: 0.4% | 2,357 SH | Increased+29 SH |
| MERCK & CO INC | COM | $1.0M | 0.5%Prev: 0.5% | 9,751 SH | Increased-198 SH |
| MICROSOFT CORP | COM | $841K | 0.4%Prev: 0.5% | 1,739 SH | Decreased+40 SH |
| NIKE INC | CL B | $413K | 0.2%Prev: 0.3% | 6,476 SH | Decreased-358 SH |
| ORACLE CORP | COM | $311K | 0.2%Prev: 0.2% | 1,596 SH | Decreased+42 SH |
| SELECT SECTOR SPDR TR | STATE STREET REA | $539K | 0.3% | 13,357 SH | New |
| SIMON PPTY GROUP INC NEW | COM | $333K | 0.2%Prev: 0.2% | 1,796 SH | Decreased+2 SH |
| SPDR GOLD TR | GOLD SHS | $1.1M | 0.5%Prev: 0.5% | 2,715 SH | Increased-133 SH |
| SPDR INDEX SHS FDS | EURO STOXX 50 | $24.0M | 12.3%Prev: 12.2% | 373,009 SH | Increased+2,962 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $304K | 0.2%Prev: 0.2% | 446 SH | Increased |
| STANTEC INC | COM | $987K | 0.5%Prev: 0.6% | 10,458 SH | Decreased |
| TELUS CORPORATION | COM | $158K | 0.1%Prev: 0.1% | 11,999 SH | Decreased |
| UNITEDHEALTH GROUP INC | COM | $596K | 0.3%Prev: 0.3% | 1,804 SH | Decreased-17 SH |
| VANECK ETF TRUST | CLO ETF | $2.8M | 1.4%Prev: 1.4% | 53,776 SH | Increased+4,484 SH |
| VANECK ETF TRUST | FALLEN ANGEL HG | $3.2M | 1.6%Prev: 1.6% | 108,554 SH | Increased+6,753 SH |
| VANECK ETF TRUST | GOLD MINERS ETF | $13.2M | 6.7%Prev: 6.4% | 153,821 SH | Increased-2,789 SH |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $292K | 0.1%Prev: 0.1% | 2,820 SH | Increased |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $1.1M | 0.6%Prev: 0.6% | 14,599 SH | Increased+222 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $23.7M | 12.1%Prev: 12.3% | 48,641 SH | Increased+192 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $911K | 0.5%Prev: 0.5% | 10,292 SH | Decreased-41 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $13.9M | 7.1%Prev: 7.2% | 22,224 SH | Increased+100 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.4M | 1.7%Prev: 1.7% | 10,171 SH | Increased+107 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.7M | 0.8%Prev: 0.8% | 7,512 SH | Increased+171 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $23.6M | 12.0%Prev: 12.3% | 164,293 SH | Increased-653 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $327K | 0.2%Prev: 0.2% | 792 SH | Increased |
| VERIZON COMMUNICATIONS INC | COM | $1.1M | 0.6%Prev: 0.6% | 27,214 SH | Decreased-388 SH |
| WALMART INC | COM | $261K | 0.1%Prev: 0.1% | 2,340 SH | Increased |
| WORLD GOLD TR | SPDR GLD MINIS | $19.5M | 9.9%Prev: 9.6% | 228,164 SH | Increased-8,187 SH |
| 13F-HR |
| 0001656150-26-000003 |
| $198.0M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001656150-25-000003 | $172.9M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001656150-26-000002 | $196.6M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001656150-25-000002 | $139.3M | View |