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CIK 0001663649 • 6 13F filings • May 9, 2025 – Jul 24, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AIR PRODS & CHEMS INC | COM | $10.2M | 3.6%Prev: 4.0% | 41,136 SH | Decreased-393 SH |
| ALPHABET INC | CAP STK CL A | $482K | 0.2%Prev: 0.3% | 1,540 SH | Decreased-1,465 SH |
| ALPHABET INC | CAP STK CL C | $687K | 0.2%Prev: 0.2% | 2,190 SH | Increased-370 SH |
| AMAZON COM INC | COM | $1.9M | 0.7%Prev: 0.8% | 8,264 SH | Decreased-1,412 SH |
| AMERICAN CENTY ETF TR | AVANTIS US MID C | $7.2M | 2.5% | 101,374 SH | New |
| APPLE INC | COM | $8.1M | 2.9%Prev: 3.2% | 29,956 SH | Decreased-5,367 SH |
| ASTRAZENECA PLC | SPONSORED ADR | $303K | 0.1%Prev: 0.1% | 3,300 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $4.5M | 1.6%Prev: 1.7% | 8,925 SH | Decreased-536 SH |
| C3 AI INC | CL A | $3.0M | 1.1%Prev: 1.3% | 222,090 SH | Decreased+6,404 SH |
| COCA COLA CO | COM | $209K | 0.1% | 2,984 SH | New |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $16.1M | 5.7%Prev: 5.3% | 270,527 SH | Increased+16,946 SH |
| DISNEY WALT CO | COM | $422K | 0.2%Prev: 0.2% | 3,713 SH | Decreased-84 SH |
| EA SERIES TRUST | ARS FOCUSED OPPO | $238K | 0.1% | 6,937 SH | New |
| EA SERIES TRUST | JLENS 500 JEWISH | $224K | 0.1% | 7,799 SH | New |
| EATON VANCE TAX-MANAGED GLOB | COM | $467K | 0.2%Prev: 0.2% | 50,600 SH | Decreased-4,780 SH |
| ENERGY TRANSFER L P | COM UT LTD PTN | $482K | 0.2%Prev: 0.2% | 29,210 SH | Decreased-418 SH |
| EXXON MOBIL CORP | COM | $207K | 0.1% | 1,716 SH | New |
| GLOBAL X FDS | US PFD ETF | $18.2M | 6.5%Prev: 6.6% | 961,547 SH | Decreased+1,921 SH |
| HOME DEPOT INC | COM | $673K | 0.2%Prev: 0.3% | 1,956 SH | Decreased-7 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | $359K | 0.1%Prev: 0.1% | 7,890 SH | Increased+200 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $23.6M | 8.4%Prev: 8.4% | 123,093 SH | Increased-950 SH |
| INVESCO QQQ TR | UNIT SER 1 | $278K | 0.1%Prev: 0.1% | 452 SH | Increased-5 SH |
| ISHARES TR | 20 YR TR BD ETF | $1.8M | 0.7%Prev: 1.7% | 20,991 SH | Decreased-33,032 SH |
| ISHARES TR | CORE MSCI EAFE | $241K | 0.1%Prev: 0.1% | 2,690 SH | Decreased-225 SH |
| ISHARES TR | CORE MSCI TOTAL | $52.7M | 18.8%Prev: 18.3% | 623,204 SH | Increased-940 SH |
| ISHARES TR | CORE S&P500 ETF | $226K | 0.1%Prev: 0.1% | 330 SH | Increased-6 SH |
| ISHARES TR | GBL COMM SVC ETF | $382K | 0.1%Prev: 0.1% | 3,155 SH | Increased+285 SH |
| ISHARES TR | GLOB HLTHCRE ETF | $287K | 0.1%Prev: 0.1% | 2,950 SH | Increased+130 SH |
| ISHARES TR | GLOBAL FINLS ETF | $556K | 0.2%Prev: 0.2% | 4,600 SH | Increased+125 SH |
| ISHARES TR | PFD AND INCM SEC | $567K | 0.2%Prev: 0.2% | 18,328 SH | Increased+4,068 SH |
| ISHARES TR | RUS 1000 GRW ETF | $352K | 0.1%Prev: 0.1% | 743 SH | Decreased-63 SH |
| ISHARES TR | U.S. TECH ETF | $390K | 0.1%Prev: 0.1% | 1,953 SH | Increased+60 SH |
| JACOBS SOLUTIONS INC | COM | $269K | 0.1%Prev: 0.1% | 2,028 SH | Decreased+1 SH |
| JOHNSON & JOHNSON | COM | $399K | 0.1%Prev: 0.1% | 1,927 SH | Increased |
| JPMORGAN CHASE & CO. | COM | $980K | 0.3%Prev: 0.3% | 3,040 SH | Increased-4 SH |
| MCDONALDS CORP | COM | $342K | 0.1%Prev: 0.1% | 1,120 SH | Increased |
| META PLATFORMS INC | CL A | $634K | 0.2%Prev: 0.3% | 961 SH | Decreased-12 SH |
| MICROSOFT CORP | COM | $679K | 0.2%Prev: 0.3% | 1,403 SH | Decreased+5 SH |
| NETFLIX INC | COM | $279K | 0.1%Prev: 0.1% | 2,980 SH | Decreased+2,672 SH |
| NUVEEN SELECT TAX-FREE INCOM | SH BEN INT | $398K | 0.1%Prev: 0.1% | 28,200 SH | Increased+14,625 SH |
| NVIDIA CORPORATION | COM | $2.0M | 0.7%Prev: 0.8% | 10,462 SH | Decreased-1,946 SH |
| ORACLE CORP | COM | $226K | 0.1%Prev: 0.1% | 1,157 SH | Decreased |
| ORION S.A. | COM | $344K | 0.1%Prev: 0.2% | 65,186 SH | Decreased |
| PEPSICO INC | COM | $255K | 0.1%Prev: 0.1% | 1,779 SH | Decreased-326 SH |
| PFIZER INC | COM | $270K | 0.1%Prev: 0.1% | 10,832 SH | Decreased-6 SH |
| PNC FINL SVCS GROUP INC | COM | $696K | 0.2%Prev: 0.2% | 3,336 SH | Increased+275 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $335K | 0.1%Prev: 0.2% | 12,220 SH | Decreased-9,995 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $9.8M | 3.5%Prev: 3.8% | 327,279 SH | Decreased-30,284 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $11.5M | 4.1%Prev: 4.3% | 403,024 SH | Decreased-33,080 SH |
| SELECT SECTOR SPDR TR | STATE STREET CON | $477K | 0.2% | 3,991 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $522K | 0.2% | 9,529 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $329K | 0.1% | 2,127 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET IND | $442K | 0.2% | 2,850 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $26.0M | 9.3% | 180,818 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $41.7M | 14.9%Prev: 15.1% | 61,198 SH | Decreased-2,387 SH |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $19.7M | 7.0%Prev: 6.1% | 32,648 SH | Increased+3,813 SH |
| TOYOTA MOTOR CORP | ADS | $214K | 0.1% | 1,000 SH | New |
| VANGUARD INDEX FDS | SMALL CP ETF | $224K | 0.1%Prev: 0.1% | 867 SH | Increased |
| VANGUARD INDEX FDS | VALUE ETF | $251K | 0.1%Prev: 0.1% | 1,312 SH | Decreased-185 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $5.1M | 1.8%Prev: 2.2% | 60,782 SH | Decreased-16,512 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $232K | 0.1%Prev: 0.1% | 3,080 SH | Increased |
| VANGUARD WORLD FD | COMM SRVC ETF | $242K | 0.1%Prev: 0.1% | 1,250 SH | Increased+110 SH |
| VANGUARD WORLD FD | CONSUM DIS ETF | $254K | 0.1%Prev: 0.1% | 645 SH | Increased+50 SH |
| VANGUARD WORLD FD | CONSUM STP ETF | $237K | 0.1%Prev: 0.1% | 1,120 SH | Increased+95 SH |
| VISA INC | COM CL A | $343K | 0.1%Prev: 0.1% | 979 SH | Decreased-218 SH |
| 13F-HR |
| 0001663649-26-000003 |
| $319.3M |
| View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003916 | $263.1M | View |
| Apr 23, 2026 | Q1 2026 | 13F-HR | 0001663649-26-000002 | $281.4M | View |
| May 9, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002880 | $240.1M | View |