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CIK 0001769060 • 6 13F filings • Aug 20, 2025 – Aug 5, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $320K | 0.1% | 1,021 SH | New |
| AMAZON COM INC | COM | $656K | 0.3%Prev: 0.2% | 2,840 SH | Increased+750 SH |
| APPLE INC | COM | $1.0M | 0.4%Prev: 0.3% | 3,707 SH | Increased+603 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $499K | 0.2%Prev: 0.2% | 992 SH | Increased+90 SH |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $13.4M | 5.7%Prev: 5.5% | 220,749 SH | Increased+9,646 SH |
| DOLLAR TREE INC | COM | $225K | 0.1% | 1,831 SH | New |
| ISHARES TR | 7-10 YR TRSY BD | $341K | 0.1%Prev: 0.1% | 3,547 SH | Increased+44 SH |
| ISHARES TR | CORE MSCI EAFE | $29.8M | 12.8%Prev: 12.5% | 332,917 SH | Increased+9,602 SH |
| ISHARES TR | GLOBAL TECH ETF | $490K | 0.2%Prev: 0.2% | 4,668 SH | Increased |
| ISHARES TR | RUS 1000 GRW ETF | $1.3M | 0.6%Prev: 0.6% | 2,723 SH | Increased |
| ISHARES TR | RUS 1000 VAL ETF | $209K | 0.1%Prev: 0.1% | 996 SH | Increased |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | $37.3M | 16.0%Prev: 16.4% | 590,957 SH | Increased-169 SH |
| META PLATFORMS INC | CL A | $245K | 0.1%Prev: 0.1% | 371 SH | Decreased-6 SH |
| MICROSOFT CORP | COM | $837K | 0.4%Prev: 0.4% | 1,730 SH | Decreased-84 SH |
| NORFOLK SOUTHN CORP | COM | $1.0M | 0.4%Prev: 0.5% | 3,485 SH | Decreased-20 SH |
| NVIDIA CORPORATION | COM | $1.1M | 0.5%Prev: 0.5% | 6,082 SH | Increased+8 SH |
| PROCTER AND GAMBLE CO | COM | $262K | 0.1%Prev: 0.1% | 1,827 SH | Decreased+50 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $1.9M | 0.8%Prev: 1.2% | 69,689 SH | Decreased-32,176 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $486K | 0.2%Prev: 0.2% | 14,910 SH | Increased+4,000 SH |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $250K | 0.1% | 1,739 SH | New |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $270K | 0.1%Prev: 0.1% | 563 SH | Increased+1 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $26.7M | 11.5%Prev: 11.5% | 39,214 SH | Increased-23 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $53.9M | 23.1% | 671,395 SH | New |
| TESLA INC | COM | $723K | 0.3%Prev: 0.3% | 1,607 SH | Increased+18 SH |
| TOWNEBANK PORTSMOUTH VA | COM | $215K | 0.1%Prev: 0.1% | 6,446 SH | Decreased-2,371 SH |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | $257K | 0.1%Prev: 0.1% | 1,257 SH | Increased+49 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $942K | 0.4%Prev: 0.4% | 1,502 SH | Increased+45 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $288K | 0.1%Prev: 0.1% | 860 SH | Increased+106 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $5.4M | 2.3%Prev: 2.3% | 99,621 SH | Increased+2,349 SH |
| VANGUARD MALVERN FDS | CORE BD ETF | $37.1M | 15.9%Prev: 16.0% | 475,904 SH | Increased+14,000 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $374K | 0.2%Prev: 0.2% | 5,989 SH | Increased+202 SH |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $15.7M | 6.7%Prev: 6.4% | 174,241 SH | Increased+2,558 SH |
| 13F-HR |
| 0001769060-26-000004 |
| $255.5M |
| View |
| Aug 20, 2025 | Q2 2025 | 13F-HR | 0001769060-25-000005 | $219.8M | View |
| May 7, 2026 | Q1 2026 | 13F-HR | 0001769060-26-000003 | $224.0M | View |
| Aug 20, 2025 | Q1 2025 | 13F-HR | 0001769060-25-000006 | $171.7M | View |