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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 | $238K | 0.2% | 7,451 SH | New |
| AIM ETF PRODUCTS TRUST | U S LRGCP 6M APR | $2.1M | 1.8% | 62,132 SH | New |
| AIM ETF PRODUCTS TRUST | U S LRGCP 6M JAN | $10.7M | 9.0% | 320,451 SH | New |
| ALPHABET INC | CAP STK CL A | $318K | 0.3%Prev: 0.5% | 1,309 SH | Decreased-674 SH |
| ALPHABET INC | CAP STK CL C | $283K | 0.2%Prev: 0.3% | 1,164 SH | Decreased-51 SH |
| ALPS ETF TR | ALERIAN MLP | $568K | 0.5%Prev: 0.5% | 12,095 SH | Decreased-399 SH |
| AMAZON COM INC | COM | $357K | 0.3%Prev: 0.3% | 1,625 SH | Decreased-7 SH |
| AMGEN INC | COM | $583K | 0.5%Prev: 0.4% | 2,067 SH | Increased+500 SH |
| APPLE INC | COM | $3.0M | 2.5%Prev: 2.5% | 11,792 SH | Decreased-153 SH |
| EA SERIES TRUST | ALPHA ARCH 1-3 | $759K | 0.6%Prev: 1.3% | 6,669 SH | Decreased-7,994 SH |
| FIRST TR EXCHANGE-TRADED FD | FT VEST S&P 500 | $259K | 0.2%Prev: 0.2% | 5,245 SH | Increased+1,025 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST NAS | $2.3M | 2.0%Prev: 2.2% | 74,677 SH | Decreased-10,353 SH |
| INNOVATOR ETFS TRUST | EQUITY DUAL DIRT | $566K | 0.5%Prev: 1.2% | 28,002 SH | Decreased-48,253 SH |
| INNOVATOR ETFS TRUST | GRWT100 PWR BF | $9.4M | 7.9%Prev: 7.8% | 177,521 SH | Decreased-1,860 SH |
| INNOVATOR ETFS TRUST | GRWT100 PWR BUF | $1.8M | 1.5%Prev: 1.6% | 31,565 SH | Decreased-2,401 SH |
| INNOVATOR ETFS TRUST | INNOVATOR INTL D | $609K | 0.5% | 21,458 SH | New |
| INNOVATOR ETFS TRUST | INTERNATIONAL DV | $2.3M | 2.0%Prev: 1.4% | 67,850 SH | Increased+17,851 SH |
| INNOVATOR ETFS TRUST | INTL DEVELOPED P | $289K | 0.2% | 9,945 SH | New |
| INNOVATOR ETFS TRUST | INTRNL DEV JAN | $3.4M | 2.9%Prev: 3.0% | 96,390 SH | Decreased-12,012 SH |
| INNOVATOR ETFS TRUST | LADERD ALCTN PWR | $282K | 0.2%Prev: 0.2% | 5,780 SH | Decreased+112 SH |
| INNOVATOR ETFS TRUST | NASDAQ-100 10 BU | $317K | 0.3% | 11,058 SH | New |
| INNOVATOR ETFS TRUST | US EQT PWR BUF | $1.9M | 1.6%Prev: 1.0% | 48,407 SH | Increased+15,536 SH |
| INNOVATOR ETFS TRUST | US EQTY PWR BF | $1.5M | 1.3%Prev: 1.1% | 35,370 SH | Decreased+2,278 SH |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $5.0M | 4.3%Prev: 3.9% | 115,539 SH | Decreased+2,689 SH |
| INNOVATOR ETFS TRUST | US SML CP PWR B | $3.7M | 3.1%Prev: 3.1% | 108,417 SH | Decreased-5,134 SH |
| INNOVATOR ETFS TRUST | US SML CP PWR ET | $3.6M | 3.1%Prev: 3.1% | 105,765 SH | Decreased+1,539 SH |
| INTEL CORP | COM | $447K | 0.4%Prev: 0.7% | 13,315 SH | Decreased+6,311 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $685K | 0.6%Prev: 0.6% | 3,612 SH | Decreased-7 SH |
| INVESCO QQQ TR | UNIT SER 1 | $3.2M | 2.7%Prev: 2.8% | 5,363 SH | Decreased+174 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $5.8M | 4.9% | 57,624 SH | New |
| ISHARES TR | CORE DIV GRWTH | $2.6M | 2.2%Prev: 2.3% | 38,773 SH | Decreased-2,790 SH |
| ISHARES TR | CORE MSCI EAFE | $3.4M | 2.8%Prev: 2.6% | 38,563 SH | Decreased+1,300 SH |
| ISHARES TR | ESG ADV TTL USD | $510K | 0.4% | 11,604 SH | New |
| ISHARES TR | ESG OPTIMIZED | $1.2M | 1.0%Prev: 1.0% | 9,080 SH | Decreased+501 SH |
| ISHARES U S ETF TR | SHORT DURATION B | $2.6M | 2.2% | 50,311 SH | New |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $773K | 0.7%Prev: 0.6% | 13,542 SH | Increased-72 SH |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $873K | 0.7%Prev: 0.7% | 15,184 SH | Decreased-1,110 SH |
| LINEAGE CELL THERAPEUTICS IN | COM | $864K | 0.7%Prev: 0.6% | 511,363 SH | Increased-85,900 SH |
| META PLATFORMS INC | CL A | $1.3M | 1.1%Prev: 1.1% | 1,727 SH | Decreased-1,001 SH |
| MICROSOFT CORP | COM | $770K | 0.6%Prev: 0.5% | 1,487 SH | Increased-321 SH |
| NEOS ETF TRUST | GOLD HIGH INCOME | $1.1M | 0.9% | 21,196 SH | New |
| NEOS ETF TRUST | NASDAQ 100 HIGH | $324K | 0.3%Prev: 0.4% | 5,985 SH | Decreased-3,111 SH |
| NVIDIA CORPORATION | COM | $717K | 0.6%Prev: 0.6% | 3,845 SH | Decreased-395 SH |
| ORACLE CORP | COM | $750K | 0.6%Prev: 0.3% | 2,665 SH | Increased+83 SH |
| PROSHARES TR | S&P 500 DV ARIST | $556K | 0.5%Prev: 0.3% | 5,398 SH | Increased-1,878 SH |
| RBB FD INC | US TREAS 3 MNTH | $662K | 0.6% | 13,244 SH | New |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $689K | 0.6%Prev: 0.4% | 25,249 SH | Increased+5,978 SH |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $2.2M | 1.9% | 15,910 SH | New |
| SPDR SERIES TRUST | PORTFOLIO AGRGTE | $1.5M | 1.3% | 58,343 SH | New |
| SPDR SERIES TRUST | PORTFOLIO S&P500 | $2.0M | 1.7% | 25,290 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 GW | $5.4M | 4.5% | 51,196 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 VL | $7.1M | 6.0% | 128,894 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $300K | 0.3% | 1,072 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $720K | 0.6%Prev: 0.5% | 9,684 SH | Increased |
| VANGUARD INDEX FDS | MID CAP ETF | $4.4M | 3.7%Prev: 3.4% | 14,958 SH | Decreased-42,314 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $5.0M | 4.2%Prev: 4.1% | 8,181 SH | Decreased+29 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $2.6M | 2.2%Prev: 2.1% | 10,065 SH | Decreased+544 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $642K | 0.5%Prev: 0.5% | 1,956 SH | Decreased-1 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $250K | 0.2%Prev: 0.2% | 1,775 SH | Decreased-23 SH |
| VANGUARD WORLD FD | ENERGY ETF | $208K | 0.2%Prev: 0.2% | 1,650 SH | Decreased |
| WORKDAY INC | CL A | $337K | 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 |