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CIK 0001652529 • 6 13F filings • May 14, 2025 – Jul 24, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 374WATER INC | COM | $67K | 0.0% | 231,691 SH | |
| ABBOTT LABS | COM | $203K | 0.1% | 1,570 SH | |
| ACCENTURE PLC IRELAND | SHS CLASS A | $212K | 0.1% | 656 SH | |
| ALPHABET INC | CAP STK CL A | $436K | 0.1% | 2,734 SH | |
| ALPHABET INC | CAP STK CL C | $6.1M | 1.5% | 37,739 SH | |
| AMAZON COM INC | COM | $5.8M | 1.5% | 27,626 SH | |
| AMERICAN EXPRESS CO | COM | $4.9M | 1.2% | 16,285 SH | |
| AMGEN INC | COM | $4.4M | 1.1% | 16,132 SH | |
| APPLE INC | COM | $9.3M | 2.4% | 43,796 SH | |
| APPLIED MATLS INC | COM | $259K | 0.1% | 1,495 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $6.9M | 1.7% | 13,430 SH | |
| CANADIAN NAT RES LTD | COM | $477K | 0.1% | 14,812 SH | |
| CATERPILLAR INC | COM | $1.4M | 0.4% | 3,968 SH | |
| CHENIERE ENERGY INC | COM NEW | $391K | 0.1% | 1,680 SH | |
| CHEVRON CORP NEW | COM | $5.3M | 1.3% | 37,102 SH | |
| COCA COLA CO | COM | $4.9M | 1.2% | 71,079 SH | |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | $4.9M | 1.2% | 60,608 SH | |
| CONFLUENT INC | CLASS A COM | $520K | 0.1% | 22,500 SH | |
| COSTCO WHSL CORP NEW | COM | $6.5M | 1.6% | 6,503 SH | |
| DEERE & CO | COM | $4.2M | 1.1% | 8,344 SH | |
| DIGITAL RLTY TR INC | COM | $3.4M | 0.9% | 20,707 SH | |
| DIREXION SHS ETF TR | DLY TECH BULL 3X | $510K | 0.1% | 6,900 SH | |
| DOUBLELINE INCOME SOLUTIONS | COM | $3.6M | 0.9% | 292,410 SH | |
| ELI LILLY & CO | COM | $209K | 0.1% | 280 SH | |
| ENTERGY CORP NEW | COM | $215K | 0.1% | 2,656 SH | |
| ENTERPRISE PRODS PARTNERS L | COM | $2.9M | 0.7% | 90,148 SH | |
| EXELON CORP | COM | $4.4M | 1.1% | 101,251 SH | |
| EXPEDITORS INTL WASH INC | COM | $3.9M | 1.0% | 33,921 SH | |
| EXXON MOBIL CORP | COM | $5.1M | 1.3% | 46,847 SH | |
| FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | $9.5M | 2.4% | 541,777 SH | |
| FIRST TR EXCHANGE-TRADED FD | SENIOR LN FD | $3.4M | 0.9% | 73,632 SH | |
| FIRST TR EXCHANGE-TRADED FD | WTR ETF | $747K | 0.2% | 7,049 SH | |
| FIRST TR EXCHNG TRADED FD VI | MULTI MGR SML CP | $3.7M | 0.9% | 189,586 SH | |
| GENERAL DYNAMICS CORP | COM | $231K | 0.1% | 848 SH | |
| GLOBAL X FDS | GLB X MLP ENRG I | $4.5M | 1.1% | 73,407 SH | |
| GLOBAL X FDS | US PFD ETF | $8.4M | 2.1% | 446,546 SH | |
| GOLDMAN SACHS GROUP INC | COM | $3.5M | 0.9% | 5,848 SH | |
| HOME DEPOT INC | COM | $4.2M | 1.1% | 11,375 SH | |
| INSPERITY INC | COM | $13.8M | 3.5% | 198,398 SH | |
| INTERNATIONAL PAPER CO | COM | $2.5M | 0.6% | 52,147 SH | |
| INTUITIVE SURGICAL INC | COM NEW | $2.8M | 0.7% | 4,914 SH | |
| INVESCO EXCH TRADED FD TR II | PFD ETF | $239K | 0.1% | 21,606 SH | |
| INVESCO EXCH TRD SLF IDX FD | BULLETSHS 2030 | $8.5M | 2.2% | 329,294 SH | |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | $8.7M | 2.2% | 212,353 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL MAT | $3.4M | 0.9% | 105,726 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $620K | 0.2% | 1,203 SH | |
| IRON MTN INC DEL | COM | $3.8M | 1.0% | 38,642 SH | |
| ISHARES TR | ISHS 1-5YR INVS | $4.7M | 1.2% | 90,065 SH | |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $15.6M | 4.0% | 338,306 SH | |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $14.1M | 3.6% | 251,590 SH | |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $4.7M | 1.2% | 89,543 SH | |
| JOHNSON & JOHNSON | COM | $9.3M | 2.4% | 62,879 SH | |
| JPMORGAN CHASE & CO. | COM | $5.6M | 1.4% | 21,263 SH | |
| KINDER MORGAN INC DEL | COM | $559K | 0.1% | 20,321 SH | |
| LOCKHEED MARTIN CORP | COM | $375K | 0.1% | 816 SH | |
| MAIN STR CAP CORP | COM | $10.0M | 2.5% | 186,142 SH | |
| MEDTRONIC PLC | SHS | $5.1M | 1.3% | 59,451 SH | |
| MICROSOFT CORP | COM | $8.4M | 2.1% | 18,622 SH | |
| NVIDIA CORPORATION | COM | $12.4M | 3.1% | 95,364 SH | |
| PALO ALTO NETWORKS INC | COM | $5.1M | 1.3% | 26,745 SH | |
| PEPSICO INC | COM | $819K | 0.2% | 6,286 SH | |
| PHILIP MORRIS INTL INC | COM | $240K | 0.1% | 1,467 SH | |
| PNC FINL SVCS GROUP INC | COM | $318K | 0.1% | 1,793 SH | |
| PROCTER AND GAMBLE CO | COM | $5.5M | 1.4% | 34,542 SH | |
| SCHLUMBERGER LTD | COM STK | $206K | 0.1% | 5,715 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $14.0M | 3.5% | 602,490 SH | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $12.9M | 3.3% | 467,830 SH | |
| SEMPRA | COM | $229K | 0.1% | 3,046 SH | |
| SERVICENOW INC | COM | $7.1M | 1.8% | 6,840 SH | |
| SHELL PLC | SPON ADS | $233K | 0.1% | 3,439 SH | |
| SOUTHERN CO | COM | $5.1M | 1.3% | 59,550 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $1.6M | 0.4% | 2,698 SH | |
| TEXAS INSTRS INC | COM | $4.4M | 1.1% | 23,419 SH | |
| TJX COS INC NEW | COM | $5.2M | 1.3% | 40,016 SH | |
| VALERO ENERGY CORP | COM | $3.3M | 0.8% | 24,793 SH | |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $8.9M | 2.3% | 132,775 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $869K | 0.2% | 9,818 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $403K | 0.1% | 747 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $1.5M | 0.4% | 11,569 SH | |
| VANGUARD WORLD FD | COMM SRVC ETF | $3.0M | 0.8% | 19,405 SH | |
| VANGUARD WORLD FD | CONSUM DIS ETF | $2.3M | 0.6% | 6,535 SH | |
| VANGUARD WORLD FD | CONSUM STP ETF | $2.2M | 0.6% | 10,219 SH | |
| VANGUARD WORLD FD | ENERGY ETF | $2.1M | 0.5% | 17,612 SH | |
| VANGUARD WORLD FD | FINANCIALS ETF | $2.9M | 0.7% | 23,497 SH | |
| VANGUARD WORLD FD | HEALTH CAR ETF | $4.6M | 1.2% | 19,213 SH | |
| VANGUARD WORLD FD | INDUSTRIAL ETF | $10.6M | 2.7% | 39,660 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $5.3M | 1.3% | 8,608 SH | |
| VANGUARD WORLD FD | MATERIALS ETF | $542K | 0.1% | 2,844 SH | |
| VANGUARD WORLD FD | UTILITIES ETF | $1.3M | 0.3% | 7,632 SH | |
| VERIZON COMMUNICATIONS INC | COM | $4.2M | 1.1% | 98,393 SH | |
| VERTEX PHARMACEUTICALS INC | COM | $207K | 0.1% | 480 SH | |
| VISA INC | COM CL A | $5.4M | 1.4% | 15,178 SH | |
| WASTE MGMT INC DEL | COM | $6.9M | 1.7% | 31,055 SH | |
| WOODWARD INC | COM | $976K | 0.2% | 4,800 SH |
| 13F-HR |
| 0001214659-26-008905 |
| $500.5M |
| View |
| Jul 21, 2025 | Q2 2025 | 13F-HR | 0001214659-25-010675 | $411.6M | View |
| Apr 16, 2026 | Q1 2026 | 13F-HR | 0001214659-26-004719 | $461.9M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001214659-25-007587 | $395.2M | View |