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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 EQ | $11.0M | 9.0% | 320,823 SH | New |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US LRG | $242K | 0.2%Prev: 0.2% | 7,451 SH | Increased |
| AIM ETF PRODUCTS TRUST | U S LRGCP 6M APR | $2.2M | 1.8%Prev: 1.8% | 62,761 SH | Increased+629 SH |
| ALPHABET INC | CAP STK CL A | $531K | 0.4%Prev: 0.3% | 1,695 SH | Increased+386 SH |
| ALPHABET INC | CAP STK CL C | $397K | 0.3%Prev: 0.2% | 1,264 SH | Increased+100 SH |
| ALPS ETF TR | ALERIAN MLP | $571K | 0.5%Prev: 0.5% | 12,153 SH | Increased+58 SH |
| AMAZON COM INC | COM | $375K | 0.3%Prev: 0.3% | 1,625 SH | Increased |
| AMGEN INC | COM | $578K | 0.5%Prev: 0.5% | 1,767 SH | Decreased-300 SH |
| APPLE INC | COM | $3.2M | 2.6%Prev: 2.5% | 11,779 SH | Increased-13 SH |
| EA SERIES TRUST | ALPHA ARCH 1-3 | $1.6M | 1.3%Prev: 0.6% | 13,589 SH | Increased+6,920 SH |
| FIRST TR EXCHANGE-TRADED FD | FT VEST S&P 500 | $211K | 0.2%Prev: 0.2% | 4,303 SH | Decreased-942 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST NAS | $2.3M | 1.9%Prev: 2.0% | 74,148 SH | Increased-529 SH |
| INNOVATOR ETFS TRUST | EQUITY DUAL DIRT | $550K | 0.4%Prev: 0.5% | 26,753 SH | Decreased-1,249 SH |
| INNOVATOR ETFS TRUST | GRWT100 PWR BF | $9.8M | 8.0%Prev: 7.9% | 179,462 SH | Increased+1,941 SH |
| INNOVATOR ETFS TRUST | GRWT100 PWR BUF | $1.8M | 1.5%Prev: 1.5% | 31,516 SH | Increased-49 SH |
| INNOVATOR ETFS TRUST | INNOVATOR INTL D | $616K | 0.5%Prev: 0.5% | 21,086 SH | Increased-372 SH |
| INNOVATOR ETFS TRUST | INTERNATIONAL DV | $2.4M | 1.9%Prev: 2.0% | 67,417 SH | Increased-433 SH |
| INNOVATOR ETFS TRUST | INTL DEVELOPED P | $297K | 0.2%Prev: 0.2% | 9,945 SH | Increased |
| INNOVATOR ETFS TRUST | INTRNL DEV JAN | $3.8M | 3.1%Prev: 2.9% | 105,796 SH | Increased+9,406 SH |
| INNOVATOR ETFS TRUST | LADERD ALCTN PWR | $288K | 0.2%Prev: 0.2% | 5,780 SH | Increased |
| INNOVATOR ETFS TRUST | NASDAQ-100 10 BU | $385K | 0.3%Prev: 0.3% | 13,125 SH | Increased+2,067 SH |
| INNOVATOR ETFS TRUST | US EQT PWR BUF | $1.9M | 1.5%Prev: 1.6% | 48,407 SH | Increased |
| INNOVATOR ETFS TRUST | US EQTY PWR BF | $1.5M | 1.3%Prev: 1.3% | 35,370 SH | Increased |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $5.1M | 4.2%Prev: 4.3% | 114,701 SH | Increased-838 SH |
| INNOVATOR ETFS TRUST | US SML CP PWR B | $3.7M | 3.0%Prev: 3.1% | 107,430 SH | Increased-987 SH |
| INNOVATOR ETFS TRUST | US SML CP PWR ET | $3.7M | 3.0%Prev: 3.1% | 106,093 SH | Increased+328 SH |
| INTEL CORP | COM | $344K | 0.3%Prev: 0.4% | 9,315 SH | Decreased-4,000 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $694K | 0.6%Prev: 0.6% | 3,623 SH | Increased+11 SH |
| INVESCO QQQ TR | UNIT SER 1 | $3.3M | 2.7%Prev: 2.7% | 5,342 SH | Increased-21 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $6.4M | 5.2%Prev: 4.9% | 63,406 SH | Increased+5,782 SH |
| ISHARES TR | CORE DIV GRWTH | $2.7M | 2.2%Prev: 2.2% | 39,320 SH | Increased+547 SH |
| ISHARES TR | CORE MSCI EAFE | $3.5M | 2.8%Prev: 2.8% | 38,912 SH | Increased+349 SH |
| ISHARES TR | ESG ADVANCED UNI | $519K | 0.4% | 11,827 SH | New |
| ISHARES TR | ESG OPTIMIZED | $1.2M | 1.0%Prev: 1.0% | 8,555 SH | Decreased-525 SH |
| ISHARES U S ETF TR | SHORT DURATION B | $2.3M | 1.9%Prev: 2.2% | 45,294 SH | Decreased-5,017 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $777K | 0.6%Prev: 0.7% | 13,580 SH | Increased+38 SH |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $899K | 0.7%Prev: 0.7% | 15,463 SH | Increased+279 SH |
| LINEAGE CELL THERAPEUTICS IN | COM | $997K | 0.8%Prev: 0.7% | 597,263 SH | Increased+85,900 SH |
| META PLATFORMS INC | CL A | $1.4M | 1.2%Prev: 1.1% | 2,141 SH | Increased+414 SH |
| MICROSOFT CORP | COM | $720K | 0.6%Prev: 0.6% | 1,489 SH | Decreased+2 SH |
| NEOS ETF TRUST | GOLD HIGH INCOME | $1.3M | 1.1%Prev: 0.9% | 23,433 SH | Increased+2,237 SH |
| NEOS ETF TRUST | NASDAQ 100 HIGH | $364K | 0.3%Prev: 0.3% | 6,751 SH | Increased+766 SH |
| NVIDIA CORPORATION | COM | $717K | 0.6%Prev: 0.6% | 3,845 SH | Decreased |
| ORACLE CORP | COM | $520K | 0.4%Prev: 0.6% | 2,666 SH | Decreased+1 SH |
| PROSHARES TR | S&P 500 DV ARIST | $560K | 0.5%Prev: 0.5% | 5,380 SH | Increased-18 SH |
| RBB FD INC | US TREAS 3 MNTH | $603K | 0.5%Prev: 0.6% | 12,082 SH | Decreased-1,162 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $679K | 0.6%Prev: 0.6% | 24,755 SH | Decreased-494 SH |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $2.1M | 1.7% | 13,630 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $16.2M | 13.2% | 256,531 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $326K | 0.3%Prev: 0.3% | 1,072 SH | Increased |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $717K | 0.6%Prev: 0.6% | 9,684 SH | Decreased |
| VANGUARD INDEX FDS | MID CAP ETF | $4.3M | 3.5%Prev: 3.7% | 14,785 SH | Decreased-173 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $5.1M | 4.2%Prev: 4.2% | 8,183 SH | Increased+2 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $2.6M | 2.1%Prev: 2.2% | 9,954 SH | Increased-111 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $656K | 0.5%Prev: 0.5% | 1,956 SH | Increased |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $256K | 0.2%Prev: 0.2% | 1,783 SH | Increased+8 SH |
| VANGUARD WORLD FD | ENERGY ETF | $208K | 0.2%Prev: 0.2% | 1,650 SH | Increased |
| WORKDAY INC | CL A | $301K | 0.2%Prev: 0.3% | 1,400 SH | Decreased |
| 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 |