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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 PRODUCTS AND CHEMICALS I | COM | $12.2M | 4.3% | 41,896 SH | New |
| ALPHABET INC | CAP STK CL A | $443K | 0.2%Prev: 0.3% | 1,541 SH | Decreased-2,437 SH |
| ALPHABET INC | CAP STK CL C | $628K | 0.2%Prev: 0.2% | 2,191 SH | Increased-796 SH |
| AMAZON COM INC | COM | $1.9M | 0.7%Prev: 0.9% | 9,166 SH | Decreased-1,846 SH |
| AMERICAN CENTY ETF TR | AVANTIS US MID C | $7.6M | 2.7% | 105,533 SH | New |
| APPLE INC | COM | $7.6M | 2.7%Prev: 3.0% | 29,898 SH | Increased-2,956 SH |
| ASTRAZENECA PLC | ORD | $325K | 0.1% | 1,649 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $4.3M | 1.5%Prev: 2.4% | 8,925 SH | Decreased-1,711 SH |
| C3 AI INC | CL A | $1.9M | 0.7% | 222,090 SH | New |
| COCA COLA CO | COM | $227K | 0.1%Prev: 0.1% | 2,984 SH | Increased-14 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $17.2M | 6.1%Prev: 2.2% | 275,994 SH | Increased+172,506 SH |
| DISNEY WALT CO | COM | $348K | 0.1%Prev: 0.3% | 3,607 SH | Decreased-2,842 SH |
| EA SERIES TRUST | ARS FOCUSED OPPO | $282K | 0.1% | 7,799 SH | New |
| EA SERIES TRUST | JLENS 500 JEWISH | $243K | 0.1% | 8,899 SH | New |
| EATON VANCE TAX-MANAGED GLOB | COM | $444K | 0.2%Prev: 0.2% | 50,600 SH | Decreased-17,350 SH |
| ENERGY TRANSFER L P | COM UT LTD PTN | $459K | 0.2% | 23,781 SH | New |
| EXXON MOBIL CORP | COM | $291K | 0.1% | 1,716 SH | New |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | $317K | 0.1% | 3,737 SH | New |
| GLOBAL X FDS | US PFD ETF | $18.2M | 6.5%Prev: 7.7% | 990,412 SH | Decreased+22,727 SH |
| HOME DEPOT INC | COM | $642K | 0.2%Prev: 0.1% | 1,951 SH | Increased+1,089 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | $357K | 0.1%Prev: 0.1% | 7,890 SH | Increased+200 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $24.9M | 8.9%Prev: 8.8% | 129,871 SH | Increased+8,239 SH |
| INVESCO QQQ TR | UNIT SER 1 | $443K | 0.2%Prev: 0.1% | 768 SH | Increased+316 SH |
| ISHARES TR | 20 YR TR BD ETF | $1.0M | 0.4%Prev: 2.5% | 11,912 SH | Decreased-52,706 SH |
| ISHARES TR | CORE MSCI EAFE | $257K | 0.1% | 2,835 SH | New |
| ISHARES TR | CORE MSCI TOTAL | $54.1M | 19.2%Prev: 16.1% | 624,614 SH | Increased+72,527 SH |
| ISHARES TR | CORE S&P500 ETF | $274K | 0.1% | 420 SH | New |
| ISHARES TR | GBL COMM SVC ETF | $362K | 0.1%Prev: 0.1% | 3,155 SH | Increased+600 SH |
| ISHARES TR | GLOB HLTHCRE ETF | $272K | 0.1%Prev: 0.1% | 2,905 SH | Decreased-710 SH |
| ISHARES TR | GLOBAL FINLS ETF | $520K | 0.2%Prev: 0.2% | 4,560 SH | Increased+265 SH |
| ISHARES TR | PFD AND INCM SEC | $556K | 0.2%Prev: 0.1% | 18,340 SH | Increased+7,250 SH |
| ISHARES TR | RUS 1000 GRW ETF | $317K | 0.1%Prev: 0.1% | 743 SH | Increased-63 SH |
| ISHARES TR | U.S. TECH ETF | $356K | 0.1%Prev: 0.1% | 1,961 SH | Increased+196 SH |
| JACOBS SOLUTIONS INC | COM | $258K | 0.1% | 2,030 SH | New |
| JOHNSON & JOHNSON | COM | $471K | 0.2% | 1,927 SH | New |
| JPMORGAN CHASE & CO | COM | $868K | 0.3% | 2,952 SH | New |
| MCDONALDS CORP | COM | $348K | 0.1%Prev: 0.2% | 1,120 SH | Decreased-40 SH |
| META PLATFORMS INC | CL A | $541K | 0.2%Prev: 0.3% | 946 SH | Decreased-289 SH |
| MICROSOFT CORP | COM | $535K | 0.2%Prev: 0.4% | 1,446 SH | Decreased-976 SH |
| NETFLIX INC. | COM | $1.0M | 0.4% | 10,600 SH | New |
| NUVEEN SELECT TAX-FREE INCOM | SH BEN INT | $429K | 0.2% | 29,865 SH | New |
| NVIDIA CORPORATION | COM | $2.0M | 0.7%Prev: 0.7% | 11,587 SH | Increased-3,192 SH |
| ORION S.A. | COM | $424K | 0.2%Prev: 0.2% | 65,186 SH | Increased+35,186 SH |
| PEPSICO INC | COM | $261K | 0.1%Prev: 0.1% | 1,679 SH | Decreased-626 SH |
| PFIZER INC | COM | $304K | 0.1%Prev: 0.1% | 10,832 SH | Increased-31 SH |
| PNC FINL SVCS GROUP INC | COM | $694K | 0.2%Prev: 0.2% | 3,336 SH | Increased+200 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $314K | 0.1%Prev: 0.3% | 10,220 SH | Decreased-16,929 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $9.9M | 3.5%Prev: 4.0% | 319,079 SH | Increased-43,229 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $11.5M | 4.1%Prev: 4.5% | 396,316 SH | Increased-64,805 SH |
| SELECT SECTOR SPDR TR | STATE STREET CON | $439K | 0.2% | 4,024 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $471K | 0.2% | 9,549 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $307K | 0.1% | 2,092 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET IND | $464K | 0.2% | 2,870 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $23.8M | 8.5% | 179,391 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $39.9M | 14.2% | 61,397 SH | New |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | $20.1M | 7.1% | 32,568 SH | New |
| TOYOTA MOTOR CORP | ADS | $206K | 0.1% | 1,000 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $200K | 0.1% | 2,722 SH | New |
| VANGUARD INDEX FDS | SMALL CP ETF | $222K | 0.1% | 847 SH | New |
| VANGUARD INDEX FDS | VALUE ETF | $219K | 0.1%Prev: 0.2% | 1,117 SH | Decreased-2,148 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $4.6M | 1.6%Prev: 6.3% | 55,427 SH | Decreased-160,446 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $237K | 0.1% | 3,080 SH | New |
| VANGUARD WORLD FD | COMM SRVC ETF | $223K | 0.1% | 1,240 SH | New |
| VANGUARD WORLD FD | CONSUM DIS ETF | $235K | 0.1% | 655 SH | New |
| VANGUARD WORLD FD | CONSUM STP ETF | $243K | 0.1%Prev: 0.1% | 1,080 SH | Increased+110 SH |
| VISA INC | COM CL A | $305K | 0.1%Prev: 0.2% | 1,010 SH | Decreased-413 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 |