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CIK 0001663649 • 6 13F filings • May 9, 2025 – Jul 24, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANSIX INC | COM | $521K | 0.2% | 26,859 SH | New |
| AIR PRODS & CHEMS INC | COM | $11.3M | 4.0% | 41,529 SH | New |
| ALPHABET INC | CAP STK CL A | $731K | 0.3%Prev: 0.2% | 3,005 SH | Increased+1,599 SH |
| ALPHABET INC | CAP STK CL C | $624K | 0.2%Prev: 0.2% | 2,560 SH | Decreased+369 SH |
| AMAZON COM INC | COM | $2.1M | 0.8%Prev: 0.7% | 9,676 SH | Increased+775 SH |
| APPLE INC | COM | $9.0M | 3.2%Prev: 2.7% | 35,323 SH | Increased+5,625 SH |
| ASTRAZENECA PLC | SPONSORED ADR | $253K | 0.1% | 3,300 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $4.8M | 1.7%Prev: 1.4% | 9,461 SH | Increased+536 SH |
| C3 AI INC | CL A | $3.7M | 1.3%Prev: 0.6% | 215,686 SH | Increased-6,404 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $14.8M | 5.3%Prev: 6.0% | 253,581 SH | Decreased-20,100 SH |
| DISNEY WALT CO | COM | $435K | 0.2%Prev: 0.1% | 3,797 SH | Increased+240 SH |
| EATON VANCE TAX-MANAGED GLOB | COM | $501K | 0.2%Prev: 0.2% | 55,380 SH | Increased+4,780 SH |
| ENERGY TRANSFER L P | COM UT LTD PTN | $508K | 0.2%Prev: 0.1% | 29,628 SH | Increased+5,837 SH |
| GLOBAL X FDS | US PFD ETF | $18.6M | 6.6%Prev: 6.1% | 959,626 SH | Decreased-83,133 SH |
| HOME DEPOT INC | COM | $795K | 0.3%Prev: 0.2% | 1,963 SH | Increased+12 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | $343K | 0.1%Prev: 0.2% | 7,690 SH | Decreased+153 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $23.5M | 8.4%Prev: 9.2% | 124,043 SH | Decreased-13,415 SH |
| INVESCO QQQ TR | UNIT SER 1 | $274K | 0.1%Prev: 0.2% | 457 SH | Decreased-321 SH |
| ISHARES TR | 20 YR TR BD ETF | $4.8M | 1.7% | 54,023 SH | New |
| ISHARES TR | CORE MSCI EAFE | $255K | 0.1%Prev: 0.1% | 2,915 SH | Increased+430 SH |
| ISHARES TR | CORE MSCI TOTAL | $51.5M | 18.3%Prev: 18.6% | 624,144 SH | Decreased+3,052 SH |
| ISHARES TR | CORE S&P500 ETF | $225K | 0.1%Prev: 0.1% | 336 SH | Decreased-84 SH |
| ISHARES TR | GBL COMM SVC ETF | $355K | 0.1%Prev: 0.1% | 2,870 SH | Decreased-315 SH |
| ISHARES TR | GLOB HLTHCRE ETF | $250K | 0.1%Prev: 0.1% | 2,820 SH | Increased+375 SH |
| ISHARES TR | GLOBAL FINLS ETF | $522K | 0.2%Prev: 0.2% | 4,475 SH | Decreased+90 SH |
| ISHARES TR | PFD AND INCM SEC | $451K | 0.2%Prev: 0.2% | 14,260 SH | Decreased-5,091 SH |
| ISHARES TR | RUS 1000 GRW ETF | $378K | 0.1%Prev: 0.1% | 806 SH | Increased-2,166 SH |
| ISHARES TR | U.S. TECH ETF | $371K | 0.1%Prev: 0.2% | 1,893 SH | Decreased-38 SH |
| JACOBS SOLUTIONS INC | COM | $304K | 0.1% | 2,027 SH | New |
| JOHNSON & JOHNSON | COM | $357K | 0.1%Prev: 0.2% | 1,927 SH | Decreased |
| JPMORGAN CHASE & CO. | COM | $960K | 0.3% | 3,044 SH | New |
| MCDONALDS CORP | COM | $340K | 0.1%Prev: 0.1% | 1,120 SH | Increased+30 SH |
| META PLATFORMS INC | CL A | $715K | 0.3%Prev: 0.2% | 973 SH | Increased-73 SH |
| MICROSOFT CORP | COM | $724K | 0.3%Prev: 0.2% | 1,398 SH | Increased+27 SH |
| NETFLIX INC | COM | $369K | 0.1% | 308 SH | New |
| NUVEEN SELECT TAX-FREE INCOM | SH BEN INT | $196K | 0.1%Prev: 0.2% | 13,575 SH | Decreased-26,190 SH |
| NVIDIA CORPORATION | COM | $2.3M | 0.8%Prev: 0.7% | 12,408 SH | Decreased+762 SH |
| ORACLE CORP | COM | $325K | 0.1% | 1,157 SH | New |
| ORION S.A. | COM | $494K | 0.2%Prev: 0.1% | 65,186 SH | Increased |
| PEPSICO INC | COM | $296K | 0.1%Prev: 0.1% | 2,105 SH | Increased+426 SH |
| PFIZER INC | COM | $276K | 0.1%Prev: 0.1% | 10,838 SH | Increased+6 SH |
| PNC FINL SVCS GROUP INC | COM | $615K | 0.2%Prev: 0.3% | 3,061 SH | Decreased-275 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $201K | 0.1% | 8,626 SH | New |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $229K | 0.1% | 9,744 SH | New |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $606K | 0.2%Prev: 0.1% | 22,215 SH | Increased+11,819 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $549K | 0.2% | 17,200 SH | New |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $10.6M | 3.8%Prev: 3.4% | 357,563 SH | Decreased+60,365 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $12.2M | 4.3%Prev: 4.4% | 436,104 SH | Decreased+50,535 SH |
| SELECT SECTOR SPDR TR | FINANCIAL | $509K | 0.2% | 9,454 SH | New |
| SELECT SECTOR SPDR TR | INDL | $426K | 0.2% | 2,765 SH | New |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | $462K | 0.2% | 1,929 SH | New |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $293K | 0.1% | 2,103 SH | New |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $26.5M | 9.4% | 94,006 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $42.4M | 15.1% | 63,585 SH | New |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $17.2M | 6.1% | 28,835 SH | New |
| SPDR SERIES TRUST | S&P 600 SMCP GRW | $408K | 0.1% | 4,325 SH | New |
| TESLA INC | COM | $236K | 0.1% | 530 SH | New |
| VANGUARD INDEX FDS | SMALL CP ETF | $220K | 0.1%Prev: 0.1% | 867 SH | Decreased+20 SH |
| VANGUARD INDEX FDS | VALUE ETF | $279K | 0.1%Prev: 0.1% | 1,497 SH | Increased+578 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $6.2M | 2.2%Prev: 1.3% | 77,294 SH | Increased+32,111 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $226K | 0.1%Prev: 0.1% | 3,080 SH | Decreased |
| VANGUARD WORLD FD | COMM SRVC ETF | $214K | 0.1%Prev: 0.1% | 1,140 SH | Decreased-230 SH |
| VANGUARD WORLD FD | CONSUM DIS ETF | $236K | 0.1%Prev: 0.1% | 595 SH | Decreased-59 SH |
| VANGUARD WORLD FD | CONSUM STP ETF | $219K | 0.1%Prev: 0.1% | 1,025 SH | Decreased-35 SH |
| VISA INC | COM CL A | $409K | 0.1%Prev: 0.1% | 1,197 SH | Increased+217 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 |