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CIK 0001767617 • 6 13F filings • Apr 24, 2025 – Jul 23, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $397K | 0.1%Prev: 0.1% | 1,737 SH | Increased+266 SH |
| ALPHABET INC | CAP STK CL A | $1.6M | 0.5%Prev: 0.3% | 5,166 SH | Increased+933 SH |
| ALPHABET INC | CAP STK CL C | $2.1M | 0.7%Prev: 0.5% | 6,786 SH | Increased+446 SH |
| AMAZON COM INC | COM | $959K | 0.3%Prev: 0.2% | 4,153 SH | Increased+1,250 SH |
| APPLE INC | COM | $2.0M | 0.6%Prev: 0.4% | 7,321 SH | Increased+2,018 SH |
| APPLIED MATLS INC | COM | $361K | 0.1%Prev: 0.1% | 1,404 SH | Increased+57 SH |
| ARISTA NETWORKS INC | COM SHS | $463K | 0.1%Prev: 0.2% | 3,532 SH | Decreased+178 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $229K | 0.1%Prev: 0.1% | 892 SH | Decreased+49 SH |
| BANK AMERICA CORP | COM | $233K | 0.1% | 4,244 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $517K | 0.2%Prev: 0.1% | 1,028 SH | Increased+312 SH |
| BROADCOM INC | COM | $771K | 0.2%Prev: 0.1% | 2,229 SH | Increased+835 SH |
| CATERPILLAR INC | COM | $248K | 0.1% | 433 SH | New |
| CISCO SYS INC | COM | $295K | 0.1%Prev: 0.1% | 3,834 SH | Increased+901 SH |
| COCA COLA CO | COM | $325K | 0.1%Prev: 0.1% | 4,647 SH | Increased+452 SH |
| COSTCO WHSL CORP NEW | COM | $410K | 0.1%Prev: 0.1% | 476 SH | Increased+112 SH |
| ELI LILLY & CO | COM | $965K | 0.3%Prev: 0.2% | 898 SH | Increased+204 SH |
| EXXON MOBIL CORP | COM | $269K | 0.1% | 2,236 SH | New |
| GE AEROSPACE | COM NEW | $321K | 0.1%Prev: 0.1% | 1,042 SH | Increased+211 SH |
| HOME DEPOT INC | COM | $214K | 0.1% | 621 SH | New |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $301K | 0.1%Prev: 0.1% | 6,890 SH | Increased |
| INTUITIVE SURGICAL INC | COM NEW | $324K | 0.1% | 573 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 PUR GWT | $1.8M | 0.6%Prev: 0.6% | 39,255 SH | Decreased-147 SH |
| ISHARES TR | CORE S&P TTL STK | $200K | 0.1%Prev: 0.2% | 1,346 SH | Decreased-2,178 SH |
| ISHARES TR | CORE S&P500 ETF | $389K | 0.1% | 568 SH | New |
| ISHARES TR | EAFE SML CP ETF | $2.6M | 0.8%Prev: 0.8% | 33,976 SH | Increased+369 SH |
| ISHARES TR | MSCI EAFE ETF | $962K | 0.3%Prev: 0.3% | 10,019 SH | Increased+201 SH |
| ISHARES TR | NATIONAL MUN ETF | $280K | 0.1%Prev: 0.1% | 2,618 SH | Increased+26 SH |
| ISHARES TR | RUS 1000 GRW ETF | $1.1M | 0.3%Prev: 0.3% | 2,296 SH | Increased+1 SH |
| ISHARES TR | RUS MID CAP ETF | $608K | 0.2%Prev: 0.2% | 6,315 SH | Increased+24 SH |
| ISHARES TR | S&P 100 ETF | $240K | 0.1%Prev: 0.1% | 699 SH | Increased-1 SH |
| ISHARES TR | US SML CAP EQT | $19.6M | 6.0%Prev: 6.2% | 261,813 SH | Increased+2,097 SH |
| JOHNSON & JOHNSON | COM | $287K | 0.1% | 1,387 SH | New |
| JPMORGAN CHASE & CO. | COM | $941K | 0.3%Prev: 0.2% | 2,920 SH | Increased+485 SH |
| LOCKHEED MARTIN CORP | COM | $322K | 0.1%Prev: 0.1% | 665 SH | Increased+25 SH |
| MARATHON PETE CORP | COM | $258K | 0.1%Prev: 0.1% | 1,585 SH | Decreased+203 SH |
| MARRIOTT INTL INC NEW | CL A | $660K | 0.2%Prev: 0.2% | 2,128 SH | Increased+36 SH |
| MASTERCARD INCORPORATED | CL A | $227K | 0.1% | 398 SH | New |
| MCKESSON CORP | COM | $235K | 0.1%Prev: 0.1% | 286 SH | Increased+6 SH |
| META PLATFORMS INC | CL A | $379K | 0.1% | 574 SH | New |
| MICROSOFT CORP | COM | $2.8M | 0.9%Prev: 0.8% | 5,772 SH | Increased+1,057 SH |
| MORGAN STANLEY | COM NEW | $387K | 0.1%Prev: 0.1% | 2,179 SH | Increased+428 SH |
| NORTHROP GRUMMAN CORP | COM | $321K | 0.1%Prev: 0.1% | 563 SH | Decreased+29 SH |
| NVIDIA CORPORATION | COM | $2.1M | 0.6%Prev: 0.4% | 11,350 SH | Increased+3,924 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $583K | 0.2%Prev: 0.2% | 17,814 SH | Decreased-2,394 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $64.8M | 19.8%Prev: 19.9% | 2,380,794 SH | Increased+34,492 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US S | $5.9M | 1.8%Prev: 1.9% | 187,394 SH | Increased-146 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $10.2M | 3.1%Prev: 3.2% | 425,003 SH | Increased+5,888 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $7.8M | 2.4%Prev: 2.5% | 335,417 SH | Increased+6,192 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $2.3M | 0.7%Prev: 0.8% | 70,886 SH | Decreased-1,974 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $6.2M | 1.9%Prev: 1.9% | 206,893 SH | Increased+4,404 SH |
| SHOPIFY INC | CL A SUB VTG SHS | $282K | 0.1%Prev: 0.1% | 1,754 SH | Increased-35 SH |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $41.2M | 12.6%Prev: 12.5% | 928,458 SH | Increased+23,882 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $1.1M | 0.3%Prev: 0.4% | 1,617 SH | Decreased-130 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $131.4M | 40.2% | 2,255,049 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $204K | 0.1% | 672 SH | New |
| TESLA INC | COM | $653K | 0.2%Prev: 0.2% | 1,452 SH | Increased+329 SH |
| UGI CORP NEW | COM | $393K | 0.1%Prev: 0.1% | 10,511 SH | Increased-1,191 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $2.5M | 0.8%Prev: 0.7% | 33,870 SH | Increased+3,699 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $603K | 0.2%Prev: 0.2% | 2,885 SH | Increased+8 SH |
| VISA INC | COM CL A | $238K | 0.1% | 679 SH | New |
| WALMART INC | COM | $258K | 0.1% | 2,311 SH | New |
| 13F-HR |
| 0001705819-26-000044 |
| $371.0M |
| View |
| Aug 6, 2025 | Q2 2025 | 13F-HR | 0001767617-25-000004 | $285.3M | View |
| Apr 13, 2026 | Q1 2026 | 13F-HR | 0001705819-26-000024 | $326.4M | View |
| Apr 24, 2025 | Q1 2025 | 13F-HR | 0002056071-25-000003 | $247.4M | View |