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CIK 0001686343 • 7 13F filings • May 12, 2025 – Oct 14, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AIM ETF PRODUCTS TRUST | ALLIANZIM US LRG | $229K | 0.2% | 7,451 SH | New |
| AIM ETF PRODUCTS TRUST | U S LRGCP 6M APR | $1.8M | 1.6% | 54,372 SH | New |
| AIM ETF PRODUCTS TRUST | U S LRGCP 6M JAN | $10.0M | 9.2% | 313,832 SH | New |
| ALPHABET INC | CAP STK CL A | $292K | 0.3%Prev: 0.4% | 1,659 SH | Decreased-137 SH |
| ALPHABET INC | CAP STK CL C | $224K | 0.2%Prev: 0.3% | 1,264 SH | Decreased+17 SH |
| ALPS ETF TR | ALERIAN MLP | $438K | 0.4%Prev: 0.5% | 8,960 SH | Decreased-3,288 SH |
| AMAZON COM INC | COM | $357K | 0.3%Prev: 0.3% | 1,625 SH | Increased-38 SH |
| AMGEN INC | COM | $577K | 0.5%Prev: 0.5% | 2,067 SH | Increased+493 SH |
| APPLE INC | COM | $2.5M | 2.3%Prev: 2.5% | 12,260 SH | Decreased+482 SH |
| FIRST TR EXCHANGE-TRADED FD | FT VEST S&P 500 | $295K | 0.3%Prev: 0.2% | 6,007 SH | Increased+1,724 SH |
| INNOVATOR ETFS TRUST | GRWT100 PWR BF | $10.9M | 9.9%Prev: 7.9% | 213,455 SH | Increased+35,887 SH |
| INNOVATOR ETFS TRUST | GRWT100 PWR BUF | $2.1M | 2.0%Prev: 1.5% | 39,323 SH | Increased+8,028 SH |
| INNOVATOR ETFS TRUST | INNOVATOR INTL D | $2.6M | 2.4%Prev: 0.5% | 93,199 SH | Increased+72,113 SH |
| INNOVATOR ETFS TRUST | INTL DEVELOPED P | $296K | 0.3%Prev: 0.4% | 10,470 SH | Decreased-3,840 SH |
| INNOVATOR ETFS TRUST | INTRNL DEV JAN | $3.2M | 2.9%Prev: 3.2% | 94,541 SH | Decreased-12,596 SH |
| INNOVATOR ETFS TRUST | LADERD ALCTN PWR | $283K | 0.3%Prev: 0.2% | 6,020 SH | Decreased+282 SH |
| INNOVATOR ETFS TRUST | NASDAQ-100 10 BU | $285K | 0.3%Prev: 0.6% | 10,357 SH | Decreased-15,070 SH |
| INNOVATOR ETFS TRUST | US EQT PWR BUF | $2.2M | 2.0%Prev: 1.1% | 59,733 SH | Increased+27,152 SH |
| INNOVATOR ETFS TRUST | US EQTY PWR BF | $1.5M | 1.4%Prev: 1.2% | 36,953 SH | Increased+3,861 SH |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $4.9M | 4.4%Prev: 4.1% | 115,846 SH | Decreased+2,904 SH |
| INNOVATOR ETFS TRUST | US SML CP PWR B | $3.2M | 2.9%Prev: 3.2% | 100,730 SH | Decreased-11,678 SH |
| INNOVATOR ETFS TRUST | US SML CP PWR ET | $3.4M | 3.1%Prev: 3.1% | 103,688 SH | Decreased-1,288 SH |
| INTEL CORP | COM | $298K | 0.3%Prev: 0.3% | 13,315 SH | Decreased+5,000 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $654K | 0.6%Prev: 0.6% | 3,601 SH | Decreased-8 SH |
| INVESCO QQQ TR | UNIT SER 1 | $2.9M | 2.7%Prev: 2.5% | 5,316 SH | Decreased-14 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $4.9M | 4.4%Prev: 5.1% | 48,506 SH | Decreased-12,751 SH |
| ISHARES TR | CORE DIV GRWTH | $2.3M | 2.1%Prev: 2.3% | 36,188 SH | Decreased-4,479 SH |
| ISHARES TR | CORE MSCI EAFE | $3.0M | 2.8%Prev: 2.8% | 36,264 SH | Decreased-868 SH |
| ISHARES TR | ESG ADV TTL USD | $503K | 0.5% | 11,547 SH | New |
| ISHARES TR | ESG OPTIMIZED | $1.1M | 1.0%Prev: 0.9% | 9,062 SH | Increased+494 SH |
| ISHARES TR | PFD AND INCM SEC | $234K | 0.2% | 7,631 SH | New |
| ISHARES TR | TIPS BD ETF | $257K | 0.2% | 2,335 SH | New |
| ISHARES U S ETF TR | SHORT DURATION B | $3.1M | 2.8%Prev: 1.6% | 61,015 SH | Increased+23,758 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $906K | 0.8%Prev: 0.6% | 15,939 SH | Increased+2,080 SH |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $851K | 0.8%Prev: 0.7% | 15,650 SH | Decreased-394 SH |
| LINEAGE CELL THERAPEUTICS IN | COM | $450K | 0.4%Prev: 0.8% | 495,998 SH | Decreased-101,265 SH |
| META PLATFORMS INC | CL A | $1.3M | 1.2%Prev: 1.1% | 1,727 SH | Decreased-546 SH |
| MICROSOFT CORP | COM | $732K | 0.7%Prev: 0.5% | 1,471 SH | Increased-71 SH |
| NEOS ETF TRUST | NASDAQ 100 HIGH | $300K | 0.3%Prev: 0.4% | 5,764 SH | Decreased-3,038 SH |
| NVIDIA CORPORATION | COM | $414K | 0.4%Prev: 0.6% | 2,618 SH | Decreased-1,297 SH |
| ORACLE CORP | COM | $582K | 0.5%Prev: 0.3% | 2,664 SH | Increased+119 SH |
| PROSHARES TR | S&P 500 DV ARIST | $567K | 0.5%Prev: 0.4% | 5,632 SH | Increased+1,540 SH |
| RBB FD INC | US TREAS 3 MNTH | $797K | 0.7% | 15,945 SH | New |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $685K | 0.6%Prev: 0.5% | 25,853 SH | Increased+6,294 SH |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $2.0M | 1.8% | 14,943 SH | New |
| SPDR SERIES TRUST | PORTFOLIO AGRGTE | $1.8M | 1.6% | 68,827 SH | New |
| SPDR SERIES TRUST | PORTFOLIO S&P500 | $1.8M | 1.7% | 25,225 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 GW | $4.8M | 4.4% | 50,297 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 VL | $7.3M | 6.6% | 138,663 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $367K | 0.3% | 1,622 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $713K | 0.6%Prev: 0.6% | 9,684 SH | Decreased |
| VANGUARD INDEX FDS | MID CAP ETF | $4.2M | 3.8%Prev: 3.4% | 15,081 SH | Increased+739 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $4.5M | 4.1%Prev: 4.0% | 7,982 SH | Decreased-80 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $2.3M | 2.1%Prev: 2.1% | 9,823 SH | Decreased+30 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $593K | 0.5%Prev: 0.5% | 1,950 SH | Decreased-7 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $235K | 0.2%Prev: 0.2% | 1,765 SH | Decreased-25 SH |
| WESCO INTL INC | COM | $225K | 0.2% | 1,216 SH | New |
| WORKDAY INC | CL A | $336K | 0.3% | 1,400 SH | New |
| 13F-HR |
| 0001754960-25-000718 |
| $118.6M |
| View |
| Jul 29, 2026 | Q2 2026 | 13F-HR | 0001754960-26-000658 | $136.0M | View |
| Jul 30, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000510 | $109.8M | View |
| Apr 29, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000343 | $121.5M | View |
| May 12, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000289 | $104.5M | View |