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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 | $11.2M | 4.7% | 37,919 SH | |
| ALPHABET INC | CAP STK CL A | $615K | 0.3% | 3,978 SH | |
| ALPHABET INC | CAP STK CL C | $467K | 0.2% | 2,987 SH | |
| AMAZON COM INC | COM | $2.1M | 0.9% | 11,012 SH | |
| APPLE INC | COM | $7.3M | 3.0% | 32,854 SH | |
| ASTRAZENECA PLC | SPONSORED ADR | $281K | 0.1% | 3,820 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $5.7M | 2.4% | 10,636 SH | |
| COCA COLA CO | COM | $215K | 0.1% | 2,998 SH | |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $5.3M | 2.2% | 103,488 SH | |
| DISNEY WALT CO | COM | $636K | 0.3% | 6,449 SH | |
| EATON VANCE TAX-MANAGED GLOB | COM | $561K | 0.2% | 67,950 SH | |
| GLOBAL X FDS | US PFD ETF | $18.4M | 7.7% | 967,685 SH | |
| HOME DEPOT INC | COM | $316K | 0.1% | 862 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | $263K | 0.1% | 7,690 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $21.1M | 8.8% | 121,632 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $212K | 0.1% | 452 SH | |
| ISHARES TR | 20 YR TR BD ETF | $5.9M | 2.5% | 64,618 SH | |
| ISHARES TR | CORE MSCI TOTAL | $38.5M | 16.1% | 552,087 SH | |
| ISHARES TR | GBL COMM SVC ETF | $248K | 0.1% | 2,555 SH | |
| ISHARES TR | GLOB HLTHCRE ETF | $330K | 0.1% | 3,615 SH | |
| ISHARES TR | GLOBAL FINLS ETF | $442K | 0.2% | 4,295 SH | |
| ISHARES TR | PFD AND INCM SEC | $341K | 0.1% | 11,090 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $291K | 0.1% | 806 SH | |
| ISHARES TR | U.S. TECH ETF | $248K | 0.1% | 1,765 SH | |
| JPMORGAN CHASE & CO. | COM | $745K | 0.3% | 3,037 SH | |
| MCDONALDS CORP | COM | $362K | 0.2% | 1,160 SH | |
| META PLATFORMS INC | CL A | $712K | 0.3% | 1,235 SH | |
| MICROSOFT CORP | COM | $909K | 0.4% | 2,422 SH | |
| NETFLIX INC | COM | $367K | 0.2% | 394 SH | |
| NVIDIA CORPORATION | COM | $1.6M | 0.7% | 14,779 SH | |
| ORACLE CORP | COM | $224K | 0.1% | 1,599 SH | |
| ORION S.A. | COM | $388K | 0.2% | 30,000 SH | |
| PEPSICO INC | COM | $346K | 0.1% | 2,305 SH | |
| PFIZER INC | COM | $275K | 0.1% | 10,863 SH | |
| PNC FINL SVCS GROUP INC | COM | $551K | 0.2% | 3,136 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $759K | 0.3% | 27,149 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $513K | 0.2% | 20,488 SH | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $9.5M | 4.0% | 362,308 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $10.8M | 4.5% | 461,121 SH | |
| SELECT SECTOR SPDR TR | FINANCIAL | $447K | 0.2% | 8,969 SH | |
| SELECT SECTOR SPDR TR | INDL | $346K | 0.1% | 2,640 SH | |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | $360K | 0.1% | 1,824 SH | |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | $233K | 0.1% | 2,853 SH | |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $360K | 0.1% | 2,463 SH | |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $20.1M | 8.4% | 97,388 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $36.6M | 15.3% | 65,472 SH | |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $14.9M | 6.2% | 28,021 SH | |
| SPDR SER TR | PRTFLO S&P500 HI | $541K | 0.2% | 12,215 SH | |
| SPDR SER TR | S&P 600 SMCP GRW | $415K | 0.2% | 5,005 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $564K | 0.2% | 3,265 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $15.2M | 6.3% | 215,873 SH | |
| VANGUARD WORLD FD | CONSUM STP ETF | $212K | 0.1% | 970 SH | |
| VERIZON COMMUNICATIONS INC | COM | $247K | 0.1% | 5,451 SH | |
| VISA INC | COM CL A | $499K | 0.2% | 1,423 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 |