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CIK 0001682733 • 6 13F filings • May 6, 2025 – Jul 27, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $2.0M | 0.4%Prev: 0.4% | 8,662 SH | Decreased+60 SH |
| ACCENTURE PLC IRELAND | SHS CLASS A | $899K | 0.2%Prev: 0.7% | 3,350 SH | Decreased-9,003 SH |
| ALPHABET INC | CAP STK CL A | $320K | 0.1%Prev: 0.1% | 1,022 SH | Increased-10 SH |
| ALPHABET INC | CAP STK CL C | $680K | 0.1%Prev: 0.1% | 2,166 SH | Increased-42 SH |
| AMAZON COM INC | COM | $859K | 0.2%Prev: 0.2% | 3,723 SH | Increased |
| APOGEE ENTERPRISES INC | COM | $756K | 0.2%Prev: 0.2% | 20,754 SH | Decreased |
| APPLE INC | COM | $3.3M | 0.7%Prev: 0.7% | 12,170 SH | Increased-616 SH |
| BANK MONTREAL QUE | COM | $269K | 0.1%Prev: 0.1% | 2,075 SH | Decreased |
| FIDELITY COVINGTON TRUST | MSCI RL EST ETF | $14.1M | 3.0%Prev: 3.0% | 525,783 SH | Increased+27,878 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $22.3M | 4.8%Prev: 4.6% | 484,385 SH | Increased+35,214 SH |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | $85.0M | 18.3%Prev: 18.5% | 642,062 SH | Increased-5,230 SH |
| GOLDMAN SACHS GROUP INC | COM | $1.0M | 0.2%Prev: 0.2% | 1,145 SH | Increased-55 SH |
| HOME DEPOT INC | COM | $602K | 0.1%Prev: 0.2% | 1,748 SH | Decreased+10 SH |
| INNOVATOR ETFS TRUST | US EQT ULTRA BFR | $425K | 0.1%Prev: 0.1% | 11,542 SH | Increased |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $373K | 0.1%Prev: 0.1% | 7,522 SH | Decreased+52 SH |
| ISHARES GOLD TR | ISHARES NEW | $1.0M | 0.2%Prev: 0.2% | 12,873 SH | Increased |
| ISHARES TR | CORE S&P MCP ETF | $13.1M | 2.8%Prev: 2.9% | 198,997 SH | Increased-406 SH |
| ISHARES TR | CORE S&P SCP ETF | $1.4M | 0.3%Prev: 0.3% | 11,278 SH | Increased+293 SH |
| ISHARES TR | CORE S&P500 ETF | $27.2M | 5.8%Prev: 6.0% | 39,745 SH | Increased-869 SH |
| ISHARES TR | MSCI INDIA ETF | $660K | 0.1%Prev: 0.1% | 12,208 SH | Increased |
| ISHARES TR | RUS 1000 ETF | $2.9M | 0.6%Prev: 0.6% | 7,641 SH | Increased+69 SH |
| ISHARES TR | RUS 1000 GRW ETF | $1.6M | 0.4%Prev: 0.4% | 3,472 SH | Increased+41 SH |
| ISHARES TR | RUS 1000 VAL ETF | $386K | 0.1%Prev: 0.1% | 1,833 SH | Increased |
| ISHARES TR | RUS MDCP VAL ETF | $287K | 0.1%Prev: 0.1% | 2,035 SH | Increased |
| ISHARES TR | RUSSELL 2000 ETF | $2.4M | 0.5%Prev: 0.5% | 9,733 SH | Increased+31 SH |
| ISHARES TR | U.S. MED DVC ETF | $529K | 0.1%Prev: 0.1% | 8,504 SH | Increased+8 SH |
| ISHARES TR | US HOME CONS ETF | $826K | 0.2%Prev: 0.2% | 8,579 SH | Decreased+15 SH |
| JOHNSON & JOHNSON | COM | $678K | 0.1%Prev: 0.1% | 3,276 SH | Increased+19 SH |
| LPL FINL HLDGS INC | COM | $454K | 0.1%Prev: 0.1% | 1,272 SH | Decreased-273 SH |
| MICROSOFT CORP | COM | $2.7M | 0.6%Prev: 0.6% | 5,517 SH | Decreased+11 SH |
| NVIDIA CORPORATION | COM | $963K | 0.2%Prev: 0.2% | 5,163 SH | Decreased-177 SH |
| ORACLE CORP | COM | $480K | 0.1%Prev: 0.2% | 2,461 SH | Decreased+5 SH |
| PROCTER AND GAMBLE CO | COM | $288K | 0.1%Prev: 0.1% | 2,011 SH | Decreased-20 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US S | $36.0M | 7.7%Prev: 7.7% | 1,142,826 SH | Increased+22,347 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $56.0M | 12.0%Prev: 11.7% | 2,330,490 SH | Increased+47,606 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $2.1M | 0.5%Prev: 0.5% | 79,794 SH | Increased+26 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $6.4M | 1.4%Prev: 1.2% | 241,406 SH | Increased+38,564 SH |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $4.1M | 0.9% | 26,665 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $275K | 0.1% | 1,913 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $2.9M | 0.6% | 33,529 SH | New |
| STRYKER CORPORATION | COM | $393K | 0.1%Prev: 0.1% | 1,117 SH | Decreased-168 SH |
| THERMON GROUP HLDGS INC | COM | $1.9M | 0.4%Prev: 0.3% | 51,368 SH | Increased+1,008 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $632K | 0.1%Prev: 0.1% | 8,535 SH | Decreased-122 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $15.9M | 3.4%Prev: 3.4% | 50,350 SH | Increased-24 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $50.0M | 10.7%Prev: 10.9% | 172,259 SH | Increased+3,791 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $10.1M | 2.2%Prev: 2.2% | 114,296 SH | Decreased+3,419 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $23.4M | 5.0%Prev: 5.0% | 37,382 SH | Increased+75 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $710K | 0.2%Prev: 0.2% | 2,754 SH | Increased+18 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $273K | 0.1%Prev: 0.1% | 814 SH | Increased+5 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $2.2M | 0.5%Prev: 0.5% | 40,836 SH | Increased+1,019 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $4.2M | 0.9%Prev: 0.9% | 19,096 SH | Increased+150 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $53.7M | 11.5%Prev: 11.2% | 860,232 SH | Increased+5,981 SH |
| VANGUARD WORLD FD | HEALTH CAR ETF | $210K | 0.0% | 731 SH | New |
| VANGUARD WORLD FD | INF TECH ETF | $1.5M | 0.3%Prev: 0.3% | 1,935 SH | Increased+1 SH |
| VENTAS INC | COM | $372K | 0.1%Prev: 0.1% | 4,811 SH | Increased-285 SH |
| WILLIS TOWERS WATSON PLC LTD | SHS | $472K | 0.1%Prev: 0.1% | 1,436 SH | Decreased |
| WINTRUST FINL CORP | COM | $224K | 0.0%Prev: 0.0% | 1,605 SH | Increased+6 SH |
| YUM CHINA HLDGS INC | COM | $760K | 0.2%Prev: 0.2% | 15,925 SH | Increased |
| 13F-HR |
| 0001682733-26-000004 |
| $544.3M |
| View |
| Jul 25, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004176 | $425.1M | View |
| May 4, 2026 | Q1 2026 | 13F-HR | 0001682733-26-000002 | $470.0M | View |
| May 6, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002621 | $387.1M | View |