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CIK 0001715228 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M COMPANY | Common Stock | $3.0M | 1.0%Prev: 1.0% | 18,555 SH | Increased+170 SH |
| ABBVIE INC | Common Stock | $216K | 0.1%Prev: 0.1% | 945 SH | Decreased |
| ACCENTURE PLC | Common Stock | $1.1M | 0.4%Prev: 0.4% | 4,258 SH | Decreased-782 SH |
| ALPHABET INC | Common Stock | $9.6M | 3.3%Prev: 2.6% | 30,558 SH | Increased-1,745 SH |
| ALTRIA GROUP | Common Stock | $206K | 0.1%Prev: 0.1% | 3,565 SH | Decreased-53 SH |
| AMAZON COM | Common Stock | $7.4M | 2.5%Prev: 2.4% | 31,997 SH | Increased-1,250 SH |
| AMGEN INC | Common Stock | $726K | 0.3%Prev: 0.2% | 2,217 SH | Increased-75 SH |
| ANALOG DEVICES | Common Stock | $8.0M | 2.7%Prev: 2.4% | 29,363 SH | Increased+40 SH |
| APPLE INC | Common Stock | $10.9M | 3.8%Prev: 3.5% | 40,006 SH | Increased-1,605 SH |
| AT&T INC | Common Stock | $4.3M | 1.5%Prev: 1.7% | 173,844 SH | Decreased-2,250 SH |
| BANK AMERICA | Common Stock | $602K | 0.2%Prev: 0.2% | 10,950 SH | Increased-250 SH |
| BANK NEW YORK | Common Stock | $7.0M | 2.4%Prev: 2.3% | 60,359 SH | Increased-2,291 SH |
| BERKSHIRE HATHAWAY | Common Stock | $892K | 0.3%Prev: 0.6% | 1,775 SH | Decreased-2,100 SH |
| BEST BUY | Common Stock | $3.3M | 1.1%Prev: 1.4% | 49,457 SH | Decreased-4,959 SH |
| BLACKSTONE INC | Common Stock | $4.4M | 1.5%Prev: 1.5% | 28,723 SH | Decreased+1,608 SH |
| BRISTOL MYERS | Common Stock | $3.9M | 1.3%Prev: 1.2% | 72,474 SH | Increased-5,022 SH |
| BROADCOM INC | Common Stock | $19.6M | 6.8%Prev: 6.3% | 56,629 SH | Increased-655 SH |
| CAPITAL ONE | Common Stock | $2.2M | 0.8%Prev: 0.7% | 9,173 SH | Increased-640 SH |
| CBOE GLOBAL | Common Stock | $3.0M | 1.0%Prev: 1.0% | 12,062 SH | Decreased-655 SH |
| CHEVRON CORP | Common Stock | $4.2M | 1.4%Prev: 1.4% | 27,296 SH | Increased+655 SH |
| CIGNA GROUP | Common Stock | $871K | 0.3%Prev: 0.3% | 3,165 SH | Decreased |
| CISCO SYSTEMS | Common Stock | $4.7M | 1.6%Prev: 1.4% | 61,410 SH | Increased+515 SH |
| COMCAST CORP | Common Stock | $1.2M | 0.4%Prev: 1.6% | 40,459 SH | Decreased-115,054 SH |
| CORNING INC | Common Stock | $10.4M | 3.6%Prev: 3.3% | 119,005 SH | Increased-590 SH |
| COSTCO WHOLESALE | Common Stock | $1.4M | 0.5%Prev: 0.5% | 1,628 SH | Decreased+38 SH |
| CROWDSTRIKE HOLDINGS | Common Stock | $1.7M | 0.6%Prev: 0.6% | 3,716 SH | Decreased-50 SH |
| DUFF & PHELPS | MF Closed and MF Open | $407K | 0.1%Prev: 0.1% | 32,000 SH | Decreased |
| ELECTRONIC ARTS | Common Stock | $3.8M | 1.3%Prev: 1.6% | 18,500 SH | Decreased-4,685 SH |
| ENBRIDGE INC | Common Stock | $1.2M | 0.4%Prev: 0.4% | 25,425 SH | Decreased |
| ENTERGY CORP | Common Stock | $6.3M | 2.2%Prev: 2.2% | 68,658 SH | Decreased-2,660 SH |
| ENTERPRISE PRODUCTS | Oil & Gas, Real Estate and REIT | $290K | 0.1%Prev: 0.1% | 9,050 SH | Increased |
| EXXON MOBIL | Common Stock | $1.0M | 0.4%Prev: 0.3% | 8,572 SH | Increased |
| FLEXSHARES MORNINGSTAR | MF Closed and MF Open | $228K | 0.1% | 916 SH | New |
| GARMIN LTD | Common Stock | $5.6M | 1.9%Prev: 2.2% | 27,645 SH | Decreased+1,264 SH |
| GENERAL DYNAMICS | Common Stock | $3.2M | 1.1%Prev: 1.2% | 9,521 SH | Decreased-620 SH |
| GENERATION INCOME | Common Stock | $32K | 0.0%Prev: 0.0% | 50,000 SH | Decreased |
| GENERATION INCOME | Rights and Bearer Warrants; Warrants (except Bearer) | $3K | 0.0%Prev: 0.0% | 50,000 SH | Decreased |
| GOLDMAN SACHS | Common Stock | $9.0M | 3.1%Prev: 2.8% | 10,215 SH | Increased-240 SH |
| HALLIBURTON COMPANY | Common Stock | $574K | 0.2%Prev: 0.2% | 20,310 SH | Decreased-4,350 SH |
| HASBRO INC | Common Stock | $4.5M | 1.5%Prev: 1.4% | 54,272 SH | Increased-525 SH |
| HOME DEPOT | Common Stock | $4.1M | 1.4%Prev: 1.7% | 11,869 SH | Decreased-455 SH |
| INTUITIVE SURGICAL | Common Stock | $601K | 0.2%Prev: 0.1% | 1,062 SH | Increased+155 SH |
| INVESCO S&P | MF Closed and MF Open | $969K | 0.3%Prev: 0.3% | 5,056 SH | Increased+156 SH |
| ISHARES 1-5 | MF Closed and MF Open | $2.8M | 1.0%Prev: 0.9% | 52,686 SH | Decreased-940 SH |
| ISHARES CORE | MF Closed and MF Open | $1.0M | 0.4%Prev: 0.3% | 1,521 SH | Increased+1 SH |
| ISHARES EXPANDED | MF Closed and MF Open | $345K | 0.1%Prev: 0.1% | 3,268 SH | Decreased |
| ISHARES GLOBAL | MF Closed and MF Open | $1.6M | 0.6%Prev: 0.5% | 16,918 SH | Increased-70 SH |
| ISHARES RUSSELL | MF Closed and MF Open | $215K | 0.1%Prev: 0.1% | 874 SH | Decreased-27 SH |
| ISHARES SHORT | MF Closed and MF Open | $1000K | 0.3% | 45,000 SH | New |
| JPMORGAN | MF Closed and MF Open | $10.0M | 3.4%Prev: 3.4% | 197,444 SH | Decreased-1,385 SH |
| JPMORGAN HEDGED | MF Closed and MF Open | $4.0M | 1.4%Prev: 1.4% | 59,834 SH | Decreased-5,533 SH |
| JPMORGAN LTD | MF Closed and MF Open | $6.1M | 2.1%Prev: 2.0% | 116,864 SH | Increased+3,976 SH |
| KLA CORP | Common Stock | $620K | 0.2%Prev: 0.2% | 510 SH | Decreased-72 SH |
| KRAFT HEINZ | Common Stock | $897K | 0.3%Prev: 1.1% | 36,983 SH | Decreased-92,628 SH |
| LABCORP HOLDINGS | Common Stock | $653K | 0.2%Prev: 0.3% | 2,601 SH | Decreased-25 SH |
| LOCKHEED MARTIN | Common Stock | $3.8M | 1.3%Prev: 1.4% | 7,829 SH | Decreased-725 SH |
| MCDONALDS CORP | Common Stock | $6.0M | 2.1%Prev: 1.8% | 19,469 SH | Increased+1,685 SH |
| MEDTRONIC PLC | Common Stock | $4.3M | 1.5%Prev: 1.4% | 44,396 SH | Increased+730 SH |
| MICRON TECHNOLOGY INC | Common Stock | $428K | 0.1%Prev: 0.1% | 1,500 SH | Increased-500 SH |
| MICROSOFT CORP | Common Stock | $13.5M | 4.7%Prev: 4.6% | 27,975 SH | Decreased+1,306 SH |
| MPLX | Oil & Gas, Real Estate and REIT | $262K | 0.1%Prev: 0.1% | 4,900 SH | Increased |
| NEXTERA ENERGY | Common Stock | $2.2M | 0.7%Prev: 0.7% | 26,831 SH | Increased-650 SH |
| NUVEEN AMT | MF Closed and MF Open | $1.4M | 0.5%Prev: 0.5% | 109,152 SH | Decreased-6,100 SH |
| NUVEEN QUALITY | MF Closed and MF Open | $1.4M | 0.5%Prev: 0.5% | 115,422 SH | Increased-250 SH |
| NVIDIA CORP | Common Stock | $4.6M | 1.6%Prev: 1.6% | 24,433 SH | Decreased-1,050 SH |
| PAYPAL HOLDINGS | Common Stock | $367K | 0.1%Prev: 0.3% | 6,294 SH | Decreased-5,698 SH |
| PEPSICO INC | Common Stock | $1.3M | 0.4%Prev: 0.4% | 9,017 SH | Increased |
| PFIZER INC | Common Stock | $2.4M | 0.8%Prev: 1.3% | 98,094 SH | Decreased-49,306 SH |
| PIMCO 0-5 | MF Closed and MF Open | $254K | 0.1%Prev: 0.1% | 2,675 SH | Decreased |
| PNC FINANCIAL | Common Stock | $4.9M | 1.7%Prev: 1.5% | 23,690 SH | Increased+625 SH |
| PRINCIPAL US | MF Closed and MF Open | $4.4M | 1.5%Prev: 1.4% | 75,577 SH | Increased+2,022 SH |
| PROCTER & GAMBLE | Common Stock | $246K | 0.1%Prev: 0.1% | 1,718 SH | Decreased |
| REALTY INCOME | Common Stock | $1.7M | 0.6% | 30,865 SH | New |
| RTX CORP | Common Stock | $4.7M | 1.6%Prev: 1.5% | 25,514 SH | Increased-1,730 SH |
| SALESFORCE INC | Common Stock | $3.9M | 1.4%Prev: 1.2% | 14,856 SH | Increased-925 SH |
| SERVICENOW INC | Common Stock | $2.5M | 0.9%Prev: 1.1% | 16,270 SH | Decreased+12,811 SH |
| SHERWIN WILLIAMS | Common Stock | $972K | 0.3%Prev: 0.3% | 3,000 SH | Decreased |
| SPOTIFY TECHNOLOGY | Common Stock | $2.0M | 0.7%Prev: 0.6% | 3,423 SH | Increased+810 SH |
| STATE STREET | MF Closed and MF Open | $3.5M | 1.2% | 78,437 SH | New |
| SUBURBAN PROPANE | Oil & Gas, Real Estate and REIT | $249K | 0.1%Prev: 0.1% | 13,455 SH | Decreased |
| TARGET CORP | Common Stock | $473K | 0.2%Prev: 0.1% | 4,835 SH | Increased+995 SH |
| TELUS CORP | Common Stock | $2.0M | 0.7%Prev: 1.4% | 150,000 SH | Decreased-110,331 SH |
| TRUIST FINANCIAL | Common Stock | $2.3M | 0.8%Prev: 0.8% | 46,602 SH | Increased-2,800 SH |
| UBER TECHNOLOGIES | Common Stock | $3.0M | 1.0%Prev: 1.1% | 36,418 SH | Decreased+1,675 SH |
| VALLEY NATIONAL | Common Stock | $187K | 0.1%Prev: 0.1% | 15,979 SH | Increased |
| VERIZON COMMUNICATIONS | Common Stock | $6.1M | 2.1%Prev: 1.7% | 150,561 SH | Increased+32,179 SH |
| VISA INC | Common Stock | $1.8M | 0.6%Prev: 0.2% | 5,178 SH | Increased+3,460 SH |
| WALMART INC | Common Stock | $9.8M | 3.4%Prev: 3.1% | 88,065 SH | Increased-2,072 SH |
| WALT DISNEY | Common Stock | $210K | 0.1%Prev: 0.1% | 1,850 SH | Decreased-800 SH |
| WASTE MANAGEMENT | Common Stock | $6.8M | 2.3%Prev: 2.3% | 30,811 SH | Decreased-759 SH |
| 13F-HR |
| 0001715228-26-000002 |
| $326.9M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001715228-25-000003 | $265.2M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0002073679-26-000052 | $302.4M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001715228-25-000002 | $246.0M | View |