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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 | ALLIA US AUG ETF | $254K | 0.2% | 7,451 SH | New |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQ | $10.6M | 7.8% | 290,848 SH | New |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQT | $2.3M | 1.7% | 65,465 SH | New |
| ALPHABET INC | CAP STK CL A | $709K | 0.5%Prev: 0.3% | 1,983 SH | Increased+324 SH |
| ALPHABET INC | CAP STK CL C | $429K | 0.3%Prev: 0.2% | 1,215 SH | Increased-49 SH |
| ALPS ETF TR | ALERIAN MLP | $648K | 0.5%Prev: 0.4% | 12,494 SH | Increased+3,534 SH |
| AMAZON COM INC | COM | $389K | 0.3%Prev: 0.3% | 1,632 SH | Increased+7 SH |
| AMGEN INC | COM | $567K | 0.4%Prev: 0.5% | 1,567 SH | Decreased-500 SH |
| APPLE INC | COM | $3.5M | 2.5%Prev: 2.3% | 11,945 SH | Increased-315 SH |
| EA SERIES TRUST | ALPHA ARCH 1-3 | $1.7M | 1.3% | 14,663 SH | New |
| FIRST TR EXCHANGE-TRADED FD | FT VEST S&P 500 | $213K | 0.2%Prev: 0.3% | 4,220 SH | Decreased-1,787 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST NAS | $2.9M | 2.2% | 85,030 SH | New |
| INNOVATOR ETFS TRUST | EQTY DUL DIRCT15 | $394K | 0.3% | 20,310 SH | New |
| INNOVATOR ETFS TRUST | EQUI DU DI JANU | $897K | 0.7% | 45,379 SH | New |
| INNOVATOR ETFS TRUST | EQUITY DUAL DIRT | $1.7M | 1.2% | 76,255 SH | New |
| INNOVATOR ETFS TRUST | GROWTH 100 DUAL | $934K | 0.7% | 45,103 SH | New |
| INNOVATOR ETFS TRUST | GRWT100 PWR BF | $10.6M | 7.8%Prev: 9.9% | 179,381 SH | Decreased-34,074 SH |
| INNOVATOR ETFS TRUST | GRWT100 PWR BUF | $2.1M | 1.6%Prev: 2.0% | 33,966 SH | Decreased-5,357 SH |
| INNOVATOR ETFS TRUST | INTERNATIONAL DV | $1.8M | 1.4% | 49,999 SH | New |
| INNOVATOR ETFS TRUST | INTL DE PW JUNE | $308K | 0.2% | 9,879 SH | New |
| INNOVATOR ETFS TRUST | INTL DEV PWR MAY | $445K | 0.3% | 14,022 SH | New |
| INNOVATOR ETFS TRUST | INTL DEVELOPED | $617K | 0.5% | 20,438 SH | New |
| INNOVATOR ETFS TRUST | INTL DVLPD 10 BU | $240K | 0.2% | 7,634 SH | New |
| INNOVATOR ETFS TRUST | INTRNL DEV APRL | $220K | 0.2% | 6,610 SH | New |
| INNOVATOR ETFS TRUST | INTRNL DEV JAN | $4.1M | 3.0%Prev: 2.9% | 108,402 SH | Increased+13,861 SH |
| INNOVATOR ETFS TRUST | INTRNL DEV JULY | $997K | 0.7% | 27,722 SH | New |
| INNOVATOR ETFS TRUST | LADERD ALCTN PWR | $299K | 0.2%Prev: 0.3% | 5,668 SH | Increased-352 SH |
| INNOVATOR ETFS TRUST | NASD 100 10 BUFF | $884K | 0.7% | 28,736 SH | New |
| INNOVATOR ETFS TRUST | U S EQ 10 BUFFER | $242K | 0.2% | 7,139 SH | New |
| INNOVATOR ETFS TRUST | US EQT PWR BUF | $1.4M | 1.0%Prev: 2.0% | 32,871 SH | Decreased-26,862 SH |
| INNOVATOR ETFS TRUST | US EQTY PWR BF | $1.5M | 1.1%Prev: 1.4% | 33,092 SH | Increased-3,861 SH |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $5.3M | 3.9%Prev: 4.4% | 112,850 SH | Increased-2,996 SH |
| INNOVATOR ETFS TRUST | US SML CP PWR B | $4.3M | 3.1%Prev: 2.9% | 113,551 SH | Increased+12,821 SH |
| INNOVATOR ETFS TRUST | US SML CP PWR ET | $4.1M | 3.1%Prev: 3.1% | 104,226 SH | Increased+538 SH |
| INTEL CORP | COM | $978K | 0.7%Prev: 0.3% | 7,004 SH | Increased-6,311 SH |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $222K | 0.2% | 732 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $770K | 0.6%Prev: 0.6% | 3,619 SH | Increased+18 SH |
| INVESCO QQQ TR | UNIT SER 1 | $3.8M | 2.8%Prev: 2.7% | 5,189 SH | Increased-127 SH |
| ISHARES TR | 0-3 MTH TREASURY | $6.9M | 5.1% | 68,402 SH | New |
| ISHARES TR | CORE DIV GRWTH | $3.2M | 2.3%Prev: 2.1% | 41,563 SH | Increased+5,375 SH |
| ISHARES TR | CORE MSCI EAFE | $3.6M | 2.6%Prev: 2.8% | 37,263 SH | Increased+999 SH |
| ISHARES TR | ESG ADVAN ETF | $468K | 0.3% | 10,772 SH | New |
| ISHARES TR | ESG OPTIMIZED | $1.3M | 1.0%Prev: 1.0% | 8,579 SH | Increased-483 SH |
| ISHARES U S ETF TR | SHOR DURA BD ETF | $1.6M | 1.2% | 31,378 SH | New |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $769K | 0.6%Prev: 0.8% | 13,614 SH | Decreased-2,325 SH |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $1.0M | 0.7%Prev: 0.8% | 16,294 SH | Increased+644 SH |
| LINEAGE CELL THERAPEUTICS IN | COM | $782K | 0.6%Prev: 0.4% | 597,263 SH | Increased+101,265 SH |
| META PLATFORMS INC | CL A | $1.5M | 1.1%Prev: 1.2% | 2,728 SH | Increased+1,001 SH |
| MICROSOFT CORP | COM | $674K | 0.5%Prev: 0.7% | 1,808 SH | Decreased+337 SH |
| NEOS ETF TRUST | GOLD HIG INC ETF | $1.3M | 0.9% | 26,151 SH | New |
| NEOS ETF TRUST | NASDAQ 100 HIGH | $517K | 0.4%Prev: 0.3% | 9,096 SH | Increased+3,332 SH |
| NVIDIA CORPORATION | COM | $848K | 0.6%Prev: 0.4% | 4,240 SH | Increased+1,622 SH |
| ORACLE CORP | COM | $378K | 0.3%Prev: 0.5% | 2,582 SH | Decreased-82 SH |
| PGIM ROCK ETF TR | LADDERED NASDAQ | $596K | 0.4% | 18,917 SH | New |
| PROSHARES TR | S&P 500 DV ARIST | $409K | 0.3%Prev: 0.5% | 7,276 SH | Decreased+1,644 SH |
| RBB FD INC | F/M US TREASURY | $430K | 0.3% | 8,634 SH | New |
| SANDISK CORP | COM | $205K | 0.2% | 90 SH | New |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $611K | 0.4%Prev: 0.6% | 19,271 SH | Decreased-6,582 SH |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | $2.2M | 1.6% | 13,667 SH | New |
| SPDR SERIES TRUST | ST STR AGGRE ETF | $1.3M | 1.0% | 51,328 SH | New |
| SPDR SERIES TRUST | ST STR P400MID | $213K | 0.2% | 3,159 SH | New |
| SPDR SERIES TRUST | ST STR P500ETF | $2.4M | 1.7% | 26,979 SH | New |
| SPDR SERIES TRUST | ST STR P500GRW | $6.0M | 4.4% | 50,389 SH | New |
| SPDR SERIES TRUST | ST STR P500VAL | $7.8M | 5.7% | 127,558 SH | New |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $512K | 0.4% | 1,072 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $711K | 0.5%Prev: 0.6% | 9,684 SH | Decreased |
| VANGUARD INDEX FDS | MID CAP ETF | $4.6M | 3.4%Prev: 3.8% | 57,272 SH | Increased+42,191 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $5.6M | 4.1%Prev: 4.1% | 8,152 SH | Increased+170 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $2.9M | 2.1%Prev: 2.1% | 9,521 SH | Increased-302 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $724K | 0.5%Prev: 0.5% | 1,957 SH | Increased+7 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $284K | 0.2%Prev: 0.2% | 1,798 SH | Increased+33 SH |
| VANGUARD WORLD FD | ENERGY ETF | $248K | 0.2% | 1,650 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 |