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CIK 0001766328 • 6 13F filings • May 5, 2025 – Jul 30, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ACCENTURE PLC IRELAND | SHS CLASS A | $4.8M | 2.2%Prev: 2.1% | 17,901 SH | Increased-213 SH |
| ADOBE INC | COM | $4.0M | 1.8%Prev: 1.8% | 11,316 SH | Increased+668 SH |
| AIR PRODS & CHEMS INC | COM | $1.4M | 0.7%Prev: 0.8% | 5,856 SH | Decreased+65 SH |
| ALPHABET INC | CAP STK CL C | $6.5M | 3.0%Prev: 2.3% | 20,633 SH | Increased+924 SH |
| AMAZON COM INC | COM | $3.7M | 1.7%Prev: 1.6% | 15,944 SH | Increased+1,190 SH |
| AMERICAN EXPRESS CO | COM | $3.0M | 1.4%Prev: 1.3% | 8,132 SH | Increased+227 SH |
| AMGEN INC | COM | $2.1M | 1.0%Prev: 0.8% | 6,404 SH | Increased+206 SH |
| APPLE INC | COM | $8.3M | 3.9%Prev: 3.6% | 30,501 SH | Increased+687 SH |
| BANK AMERICA CORP | COM | $546K | 0.3%Prev: 0.3% | 9,925 SH | Decreased-1,353 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $6.8M | 3.2%Prev: 3.2% | 13,591 SH | Increased+238 SH |
| BLACKSTONE INC | COM | $478K | 0.2%Prev: 0.4% | 3,100 SH | Decreased-1,974 SH |
| BRISTOL-MYERS SQUIBB CO | COM | $332K | 0.2%Prev: 0.1% | 6,148 SH | Increased |
| CHEVRON CORP NEW | COM | $3.0M | 1.4%Prev: 1.4% | 19,623 SH | Increased+1,198 SH |
| CISCO SYS INC | COM | $6.5M | 3.0%Prev: 2.7% | 84,073 SH | Increased+2,064 SH |
| COCA COLA CO | COM | $4.0M | 1.8%Prev: 1.6% | 56,800 SH | Increased+7,642 SH |
| COMCAST CORP NEW | CL A | $1.1M | 0.5%Prev: 0.6% | 36,133 SH | Decreased-2,609 SH |
| CONOCOPHILLIPS | COM | $2.3M | 1.1%Prev: 1.1% | 24,646 SH | Increased+1,272 SH |
| COSTCO WHSL CORP NEW | COM | $1.2M | 0.6%Prev: 0.6% | 1,399 SH | Decreased+65 SH |
| CSX CORP | COM | $5.6M | 2.6%Prev: 2.5% | 154,275 SH | Increased+5,619 SH |
| CVS HEALTH CORP | COM | $2.4M | 1.1%Prev: 1.1% | 30,847 SH | Increased+565 SH |
| DEERE & CO | COM | $827K | 0.4%Prev: 0.4% | 1,777 SH | Increased+113 SH |
| DIGITAL RLTY TR INC | COM | $3.5M | 1.6%Prev: 1.8% | 22,677 SH | Decreased+851 SH |
| DISNEY WALT CO | COM | $402K | 0.2%Prev: 0.2% | 3,536 SH | Decreased-10 SH |
| EATON CORP PLC | SHS | $1.9M | 0.9%Prev: 1.0% | 5,918 SH | Decreased+222 SH |
| ELI LILLY & CO | COM | $5.1M | 2.4%Prev: 1.6% | 4,743 SH | Increased+304 SH |
| EXXON MOBIL CORP | COM | $208K | 0.1% | 1,725 SH | New |
| FEDERAL SIGNAL CORP | COM | $299K | 0.1%Prev: 0.2% | 2,750 SH | Decreased |
| FREEPORT-MCMORAN INC | CL B | $203K | 0.1% | 4,000 SH | New |
| GE AEROSPACE | COM NEW | $340K | 0.2%Prev: 0.2% | 1,103 SH | Decreased-417 SH |
| GE VERNOVA INC | COM | $255K | 0.1%Prev: 0.1% | 390 SH | Decreased-104 SH |
| GENERAL DYNAMICS CORP | COM | $694K | 0.3%Prev: 0.3% | 2,061 SH | Decreased-25 SH |
| GENERAL MLS INC | COM | $787K | 0.4%Prev: 0.4% | 16,919 SH | Decreased+1 SH |
| HOME DEPOT INC | COM | $3.2M | 1.5%Prev: 1.7% | 9,444 SH | Decreased+641 SH |
| HONEYWELL INTL INC | COM | $5.1M | 2.4%Prev: 2.5% | 26,212 SH | Decreased+1,294 SH |
| INVESCO QQQ TR | UNIT SER 1 | $215K | 0.1%Prev: 0.1% | 350 SH | Increased |
| ISHARES GOLD TR | ISHARES NEW | $12.6M | 5.8%Prev: 6.2% | 154,869 SH | Decreased-23,865 SH |
| ISHARES TR | CORE S&P SCP ETF | $315K | 0.1%Prev: 0.1% | 2,625 SH | Increased |
| JOHNSON & JOHNSON | COM | $6.2M | 2.9%Prev: 2.6% | 30,070 SH | Increased+781 SH |
| JPMORGAN CHASE & CO. | COM | $6.8M | 3.2%Prev: 3.4% | 21,048 SH | Decreased-1,584 SH |
| LOCKHEED MARTIN CORP | COM | $1.8M | 0.9%Prev: 0.8% | 3,804 SH | Increased+293 SH |
| MCDONALDS CORP | COM | $3.6M | 1.7%Prev: 1.6% | 11,838 SH | Increased+1,071 SH |
| MEDTRONIC PLC | SHS | $2.8M | 1.3%Prev: 1.2% | 29,208 SH | Increased+2,516 SH |
| MERCK & CO INC | COM | $1.8M | 0.8%Prev: 0.7% | 17,219 SH | Increased |
| MICROSOFT CORP | COM | $7.5M | 3.5%Prev: 3.8% | 15,510 SH | Decreased+274 SH |
| NEXTERA ENERGY INC | COM | $5.6M | 2.6%Prev: 2.4% | 69,865 SH | Increased+3,105 SH |
| NORTHROP GRUMMAN CORP | COM | $3.0M | 1.4%Prev: 1.5% | 5,203 SH | Decreased+18 SH |
| NOVO-NORDISK A S | ADR | $1.1M | 0.5%Prev: 0.6% | 21,600 SH | Decreased |
| NVIDIA CORPORATION | COM | $818K | 0.4%Prev: 0.4% | 4,385 SH | Decreased-580 SH |
| ORACLE CORP | COM | $3.2M | 1.5%Prev: 2.1% | 16,291 SH | Decreased+481 SH |
| PEPSICO INC | COM | $3.7M | 1.7%Prev: 1.6% | 25,693 SH | Increased+2,195 SH |
| PFIZER INC | COM | $3.7M | 1.7%Prev: 1.8% | 149,300 SH | Decreased+2,421 SH |
| PIMCO ETF TR | INTER MUN BD ACT | $1.1M | 0.5%Prev: 0.5% | 20,100 SH | Decreased-125 SH |
| PROCTER AND GAMBLE CO | COM | $4.0M | 1.9%Prev: 1.9% | 27,795 SH | Increased+1,940 SH |
| S&P GLOBAL INC | COM | $627K | 0.3%Prev: 0.3% | 1,200 SH | Increased |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $12.6M | 5.9%Prev: 5.8% | 525,450 SH | Increased+6,906 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $429K | 0.2%Prev: 0.2% | 17,606 SH | Increased+259 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $961K | 0.4%Prev: 0.4% | 41,134 SH | Increased+1,280 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $1.4M | 0.7%Prev: 0.7% | 52,563 SH | Increased+617 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $2.0M | 0.9%Prev: 1.0% | 61,553 SH | Decreased-5,262 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $8.0M | 3.7%Prev: 4.5% | 301,901 SH | Decreased-43,412 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $1.0M | 0.5%Prev: 0.5% | 1,535 SH | Increased-18 SH |
| UNITEDHEALTH GROUP INC | COM | $2.8M | 1.3%Prev: 1.4% | 8,487 SH | Decreased+134 SH |
| US BANCORP DEL | COM NEW | $5.4M | 2.5%Prev: 2.2% | 100,808 SH | Increased+6,212 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $222K | 0.1%Prev: 0.1% | 3,000 SH | Decreased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $521K | 0.2%Prev: 0.2% | 830 SH | Increased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $496K | 0.2%Prev: 0.2% | 1,480 SH | Increased |
| VERIZON COMMUNICATIONS INC | COM | $208K | 0.1%Prev: 0.1% | 5,100 SH | Decreased-900 SH |
| VISA INC | COM CL A | $6.0M | 2.8%Prev: 2.7% | 17,021 SH | Increased+514 SH |
| WALMART INC | COM | $7.0M | 3.2%Prev: 3.3% | 62,531 SH | Increased-3,457 SH |
| WASTE MGMT INC DEL | COM | $4.8M | 2.2%Prev: 2.2% | 21,825 SH | Increased+1,454 SH |
| 13F-HR |
| 0001172661-26-002934 |
| $227.3M |
| View |
| Aug 1, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002844 | $194.8M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001847 | $218.3M | View |
| May 5, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001574 | $198.4M | View |