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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 | $10.7M | 4.1% | 37,906 SH | New |
| ALPHABET INC | CAP STK CL A | $530K | 0.2%Prev: 0.2% | 3,005 SH | Increased+1,464 SH |
| ALPHABET INC | CAP STK CL C | $455K | 0.2%Prev: 0.2% | 2,560 SH | Decreased+369 SH |
| AMAZON COM INC | COM | $2.1M | 0.8%Prev: 0.7% | 9,660 SH | Increased+494 SH |
| APPLE INC | COM | $7.3M | 2.8%Prev: 2.7% | 35,711 SH | Decreased+5,813 SH |
| ASTRAZENECA PLC | SPONSORED ADR | $231K | 0.1% | 3,300 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $4.6M | 1.7%Prev: 1.5% | 9,461 SH | Increased+536 SH |
| C3 AI INC | CL A | $5.3M | 2.0%Prev: 0.7% | 215,686 SH | Increased-6,404 SH |
| COCA COLA CO | COM | $212K | 0.1%Prev: 0.1% | 2,984 SH | Decreased |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $13.1M | 5.0%Prev: 6.1% | 242,299 SH | Decreased-33,695 SH |
| DISNEY WALT CO | COM | $471K | 0.2%Prev: 0.1% | 3,797 SH | Increased+190 SH |
| EATON VANCE TAX-MANAGED GLOB | COM | $480K | 0.2%Prev: 0.2% | 55,380 SH | Increased+4,780 SH |
| ENERGY TRANSFER L P | COM UT LTD PTN | $537K | 0.2%Prev: 0.2% | 29,611 SH | Increased+5,830 SH |
| GLOBAL X FDS | US PFD ETF | $17.8M | 6.8%Prev: 6.5% | 947,579 SH | Decreased-42,833 SH |
| HOME DEPOT INC | COM | $343K | 0.1%Prev: 0.2% | 934 SH | Decreased-1,017 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | $314K | 0.1%Prev: 0.1% | 7,690 SH | Decreased-200 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $22.7M | 8.6%Prev: 8.9% | 124,768 SH | Decreased-5,103 SH |
| INVESCO QQQ TR | UNIT SER 1 | $250K | 0.1%Prev: 0.2% | 452 SH | Decreased-316 SH |
| ISHARES TR | 20 YR TR BD ETF | $5.3M | 2.0%Prev: 0.4% | 60,303 SH | Increased+48,391 SH |
| ISHARES TR | CORE MSCI TOTAL | $47.8M | 18.2%Prev: 19.2% | 617,766 SH | Decreased-6,848 SH |
| ISHARES TR | GBL COMM SVC ETF | $318K | 0.1%Prev: 0.1% | 2,825 SH | Decreased-330 SH |
| ISHARES TR | GLOB HLTHCRE ETF | $249K | 0.1%Prev: 0.1% | 2,885 SH | Decreased-20 SH |
| ISHARES TR | GLOBAL FINLS ETF | $494K | 0.2%Prev: 0.2% | 4,450 SH | Decreased-110 SH |
| ISHARES TR | PFD AND INCM SEC | $405K | 0.2%Prev: 0.2% | 13,189 SH | Decreased-5,151 SH |
| ISHARES TR | RUS 1000 GRW ETF | $343K | 0.1%Prev: 0.1% | 806 SH | Increased+63 SH |
| ISHARES TR | U.S. TECH ETF | $344K | 0.1%Prev: 0.1% | 1,983 SH | Decreased+22 SH |
| JACOBS SOLUTIONS INC | COM | $267K | 0.1%Prev: 0.1% | 2,026 SH | Increased-4 SH |
| JOHNSON & JOHNSON | COM | $295K | 0.1%Prev: 0.2% | 1,927 SH | Decreased |
| JPMORGAN CHASE & CO. | COM | $881K | 0.3% | 3,037 SH | New |
| MCDONALDS CORP | COM | $332K | 0.1%Prev: 0.1% | 1,135 SH | Decreased+15 SH |
| META PLATFORMS INC | CL A | $763K | 0.3%Prev: 0.2% | 1,033 SH | Increased+87 SH |
| MICROSOFT CORP | COM | $726K | 0.3%Prev: 0.2% | 1,458 SH | Increased+12 SH |
| NETFLIX INC | COM | $413K | 0.2% | 308 SH | New |
| NVIDIA CORPORATION | COM | $1.9M | 0.7%Prev: 0.7% | 12,325 SH | Decreased+738 SH |
| ORACLE CORP | COM | $344K | 0.1% | 1,572 SH | New |
| ORION S.A. | COM | $315K | 0.1%Prev: 0.2% | 30,000 SH | Decreased-35,186 SH |
| PEPSICO INC | COM | $278K | 0.1%Prev: 0.1% | 2,105 SH | Increased+426 SH |
| PFIZER INC | COM | $263K | 0.1%Prev: 0.1% | 10,838 SH | Decreased+6 SH |
| PNC FINL SVCS GROUP INC | COM | $585K | 0.2%Prev: 0.2% | 3,136 SH | Decreased-200 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $227K | 0.1% | 9,744 SH | New |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $600K | 0.2%Prev: 0.1% | 22,619 SH | Increased+12,399 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $506K | 0.2% | 17,315 SH | New |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $10.1M | 3.8%Prev: 3.5% | 358,515 SH | Increased+39,436 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $11.3M | 4.3%Prev: 4.1% | 445,992 SH | Decreased+49,676 SH |
| SELECT SECTOR SPDR TR | FINANCIAL | $501K | 0.2% | 9,559 SH | New |
| SELECT SECTOR SPDR TR | INDL | $408K | 0.2% | 2,765 SH | New |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | $418K | 0.2% | 1,919 SH | New |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $284K | 0.1% | 2,103 SH | New |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $24.2M | 9.2% | 95,446 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $39.3M | 14.9% | 63,648 SH | New |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $16.1M | 6.1% | 28,354 SH | New |
| SPDR SERIES TRUST | S&P 600 SMCP GRW | $397K | 0.2% | 4,465 SH | New |
| VANGUARD INDEX FDS | SMALL CP ETF | $206K | 0.1%Prev: 0.1% | 867 SH | Decreased+20 SH |
| VANGUARD INDEX FDS | VALUE ETF | $265K | 0.1%Prev: 0.1% | 1,497 SH | Increased+380 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $7.0M | 2.6%Prev: 1.6% | 89,954 SH | Increased+34,527 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $213K | 0.1%Prev: 0.1% | 3,080 SH | Decreased |
| VANGUARD WORLD FD | CONSUM DIS ETF | $214K | 0.1%Prev: 0.1% | 590 SH | Decreased-65 SH |
| VANGUARD WORLD FD | CONSUM STP ETF | $237K | 0.1%Prev: 0.1% | 1,080 SH | Decreased |
| VERIZON COMMUNICATIONS INC | COM | $237K | 0.1% | 5,455 SH | New |
| VISA INC | COM CL A | $425K | 0.2%Prev: 0.1% | 1,194 SH | Increased+184 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 |