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CIK 0001579111 • 1 13F filing • Apr 18, 2025 – Apr 18, 2025
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Past 1 quarter
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $400K | 0.1% | 2,725 SH | |
| ABBOTT LABS | COM | $405K | 0.1% | 3,050 SH | |
| ABBVIE INC | COM | $251K | 0.1% | 1,198 SH | |
| ACCENTURE PLC IRELAND | SHS CLASS A | $3.0M | 1.0% | 9,773 SH | |
| AGILENT TECHNOLOGIES INC | COM | $210K | 0.1% | 1,791 SH | |
| AIR PRODS & CHEMS INC | COM | $1.4M | 0.5% | 4,645 SH | |
| ALLISON TRANSMISSION HLDGS I | COM | $1.1M | 0.4% | 11,740 SH | |
| ALLSTATE CORP | COM | $393K | 0.1% | 1,898 SH | |
| ALPHABET INC | CAP STK CL A | $3.2M | 1.1% | 20,401 SH | |
| ALPHABET INC | CAP STK CL C | $424K | 0.1% | 2,712 SH | |
| AMAZON COM INC | COM | $3.0M | 1.0% | 15,554 SH | |
| AMERICAN EXPRESS CO | COM | $2.4M | 0.8% | 8,832 SH | |
| AMERIPRISE FINL INC | COM | $267K | 0.1% | 552 SH | |
| AMPLIFY ETF TR | AMPLIFY DGTL PAY | $355K | 0.1% | 6,663 SH | |
| APPLE INC | COM | $8.7M | 2.9% | 39,229 SH | |
| ARCHER DANIELS MIDLAND CO | COM | $245K | 0.1% | 5,113 SH | |
| ASML HOLDING N V | N Y REGISTRY SHS | $276K | 0.1% | 416 SH | |
| ASTRAZENECA PLC | SPONSORED ADR | $261K | 0.1% | 3,555 SH | |
| BANCO BILBAO VIZCAYA ARGENTA | SPONSORED ADR | $138K | 0.0% | 10,168 SH | |
| BANK AMERICA CORP | COM | $380K | 0.1% | 9,102 SH | |
| BANK NEW YORK MELLON CORP | COM | $2.3M | 0.8% | 27,621 SH | |
| BELLRING BRANDS INC | COMMON STOCK | $1.2M | 0.4% | 16,129 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $6.2M | 2.1% | 11,692 SH | |
| BLACKROCK INC | COM | $762K | 0.3% | 805 SH | |
| BOEING CO | COM | $369K | 0.1% | 2,166 SH | |
| BOSTON SCIENTIFIC CORP | COM | $2.1M | 0.7% | 21,255 SH | |
| BRISTOL-MYERS SQUIBB CO | COM | $1.4M | 0.5% | 22,159 SH | |
| BROADCOM INC | COM | $2.7M | 0.9% | 16,338 SH | |
| CACI INTL INC | CL A | $1.4M | 0.5% | 3,749 SH | |
| CARLYLE GROUP INC | COM | $1.7M | 0.6% | 39,722 SH | |
| CBRE GROUP INC | CL A | $356K | 0.1% | 2,722 SH | |
| CDW CORP | COM | $225K | 0.1% | 1,402 SH | |
| CENCORA INC | COM | $2.2M | 0.7% | 7,999 SH | |
| CHEVRON CORP NEW | COM | $231K | 0.1% | 1,382 SH | |
| CHUBB LIMITED | COM | $1.4M | 0.5% | 4,754 SH | |
| CISCO SYS INC | COM | $577K | 0.2% | 9,349 SH | |
| COINBASE GLOBAL INC | COM CL A | $734K | 0.2% | 4,263 SH | |
| COMCAST CORP NEW | CL A | $354K | 0.1% | 9,593 SH | |
| CROWDSTRIKE HLDGS INC | CL A | $309K | 0.1% | 876 SH | |
| D R HORTON INC | COM | $1.6M | 0.5% | 12,265 SH | |
| DEERE & CO | COM | $290K | 0.1% | 617 SH | |
| DISNEY WALT CO | COM | $1.1M | 0.4% | 11,088 SH | |
| EA SERIES TRUST | BURNEY US FCTR | $3.0M | 1.0% | 75,243 SH | |
| EBAY INC. | COM | $1.1M | 0.4% | 16,327 SH | |
| EDWARDS LIFESCIENCES CORP | COM | $250K | 0.1% | 3,450 SH | |
| ELECTRONIC ARTS INC | COM | $1.9M | 0.7% | 13,483 SH | |
| ELI LILLY & CO | COM | $1.9M | 0.6% | 2,292 SH | |
| EMERSON ELEC CO | COM | $1.4M | 0.5% | 12,375 SH | |
| ENCOMPASS HEALTH CORP | COM | $914K | 0.3% | 9,029 SH | |
| EXXON MOBIL CORP | COM | $1.4M | 0.5% | 11,846 SH | |
| FACTSET RESH SYS INC | COM | $1.5M | 0.5% | 3,335 SH | |
| FASTENAL CO | COM | $274K | 0.1% | 3,527 SH | |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | $261K | 0.1% | 1,630 SH | |
| FIRST TR EXCHANGE TRAD FD VI | FST TR GLB FD | $10.1M | 3.4% | 396,177 SH | |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $5.3M | 1.8% | 91,026 SH | |
| FISERV INC | COM | $323K | 0.1% | 1,463 SH | |
| FIVE BELOW INC | COM | $1.2M | 0.4% | 15,641 SH | |
| GILEAD SCIENCES INC | COM | $4.2M | 1.4% | 37,712 SH | |
| GLOBAL X FDS | AUTONMOUS EV ETF | $412K | 0.1% | 19,506 SH | |
| GLOBAL X FDS | US INFR DEV ETF | $6.3M | 2.1% | 168,260 SH | |
| GLOBAL X FDS | VDEO GAM ESPRT | $271K | 0.1% | 10,867 SH | |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | $1.5M | 0.5% | 13,360 SH | |
| GROUP 1 AUTOMOTIVE INC | COM | $2.5M | 0.9% | 6,669 SH | |
| HARBOR ETF TRUST | LONG TERM GROWER | $332K | 0.1% | 13,548 SH | |
| HARTFORD FDS EXCHANGE TRADED | TOTAL RTRN ETF | $1.4M | 0.5% | 40,597 SH | |
| HCA HEALTHCARE INC | COM | $2.7M | 0.9% | 7,957 SH | |
| HERSHEY CO | COM | $225K | 0.1% | 1,315 SH | |
| HOME DEPOT INC | COM | $2.6M | 0.9% | 7,069 SH | |
| HSBC HLDGS PLC | SPON ADR NEW | $219K | 0.1% | 3,812 SH | |
| INTEL CORP | COM | $283K | 0.1% | 12,482 SH | |
| INTUIT | COM | $225K | 0.1% | 367 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | $14.6M | 4.9% | 318,090 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $279K | 0.1% | 594 SH | |
| ISHARES INC | MSCI EURZONE ETF | $501K | 0.2% | 9,412 SH | |
| ISHARES TR | BROAD USD HIGH | $243K | 0.1% | 6,606 SH | |
| ISHARES TR | CORE S&P MCP ETF | $4.3M | 1.5% | 74,381 SH | |
| ISHARES TR | CORE S&P SCP ETF | $2.2M | 0.8% | 21,509 SH | |
| ISHARES TR | CORE US AGGBD ET | $3.6M | 1.2% | 36,695 SH | |
| ISHARES TR | FUTURE AI & TECH | $281K | 0.1% | 8,923 SH | |
| ISHARES TR | GENOMICS IMMUN | $351K | 0.1% | 17,111 SH | |
| ISHARES TR | IBONDS 25 TRM TS | $2.1M | 0.7% | 90,402 SH | |
| ISHARES TR | IBONDS DEC25 ETF | $6.2M | 2.1% | 244,755 SH | |
| ISHARES TR | JPMORGAN USD EMG | $1.7M | 0.6% | 18,288 SH | |
| ISHARES TR | MRGSTR MD CP GRW | $5.3M | 1.8% | 73,823 SH | |
| ISHARES TR | MSCI ACWI ETF | $2.0M | 0.7% | 17,552 SH | |
| ISHARES TR | MSCI ACWI EXUS | $11.8M | 4.0% | 354,093 SH | |
| ISHARES TR | MSCI EAFE ETF | $1.9M | 0.6% | 22,778 SH | |
| ISHARES TR | MSCI USA MIN VOL | $271K | 0.1% | 2,890 SH | |
| ISHARES TR | MSCI USA VALUE | $10.5M | 3.5% | 98,279 SH | |
| ISHARES TR | RUS 1000 ETF | $807K | 0.3% | 2,631 SH | |
| ISHARES TR | RUS 2000 VAL ETF | $2.1M | 0.7% | 14,147 SH | |
| ISHARES TR | RUS MD CP GR ETF | $1.1M | 0.4% | 8,987 SH | |
| ISHARES TR | RUS MDCP VAL ETF | $225K | 0.1% | 1,784 SH | |
| ISHARES TR | RUS TP200 GR ETF | $7.2M | 2.4% | 33,923 SH | |
| ISHARES U S ETF TR | BLOOMBERG ROLL | $3.0M | 1.0% | 56,902 SH | |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS USD | $1.9M | 0.6% | 40,185 SH | |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $2.0M | 0.7% | 42,806 SH | |
| J P MORGAN EXCHANGE TRADED F | DIV RTN EM EQT | $1.7M | 0.6% | 32,873 SH | |
| JOHN HANCOCK EXCHANGE TRADED | MULTIFACTOR MI | $296K | 0.1% | 5,173 SH | |
| JOHN HANCOCK EXCHANGE TRADED | MULTIFACTR SML | $293K | 0.1% | 7,855 SH | |
| JOHNSON & JOHNSON | COM | $2.6M | 0.9% | 15,766 SH | |
| JPMORGAN CHASE & CO. | COM | $640K | 0.2% | 2,609 SH | |
| LAUDER ESTEE COS INC | CL A | $214K | 0.1% | 3,239 SH | |
| LAUREATE EDUCATION INC | COMMON STOCK | $1.3M | 0.4% | 61,982 SH | |
| LENNAR CORP | CL A | $274K | 0.1% | 2,385 SH | |
| LINDE PLC | SHS | $339K | 0.1% | 729 SH | |
| MASTERCARD INCORPORATED | CL A | $4.1M | 1.4% | 7,490 SH | |
| MCGRATH RENTCORP | COM | $1.6M | 0.5% | 14,052 SH | |
| MCKESSON CORP | COM | $1.7M | 0.6% | 2,453 SH | |
| MERCK & CO INC | COM | $1.2M | 0.4% | 13,678 SH | |
| META PLATFORMS INC | CL A | $1.2M | 0.4% | 2,049 SH | |
| MICROSOFT CORP | COM | $3.0M | 1.0% | 7,955 SH | |
| NETFLIX INC | COM | $336K | 0.1% | 360 SH | |
| NEW YORK LIFE INVESTMENTS ET | NYLI HEDGE MULTI | $3.1M | 1.0% | 99,093 SH | |
| NOVARTIS AG | SPONSORED ADR | $222K | 0.1% | 1,995 SH | |
| NOVO-NORDISK A S | ADR | $290K | 0.1% | 4,172 SH | |
| NVIDIA CORPORATION | COM | $4.0M | 1.3% | 36,518 SH | |
| OLLIES BARGAIN OUTLET HLDGS | COM | $1.1M | 0.4% | 9,050 SH | |
| OMNICOM GROUP INC | COM | $1.5M | 0.5% | 18,245 SH | |
| ORACLE CORP | COM | $251K | 0.1% | 1,792 SH | |
| OSHKOSH CORP | COM | $1.1M | 0.4% | 11,376 SH | |
| PACCAR INC | COM | $1.3M | 0.4% | 13,036 SH | |
| PARKER-HANNIFIN CORP | COM | $2.4M | 0.8% | 3,938 SH | |
| PIMCO ETF TR | ACTIVE BD ETF | $1.3M | 0.4% | 13,646 SH | |
| PROCTER AND GAMBLE CO | COM | $2.0M | 0.7% | 11,695 SH | |
| PUBLIC STORAGE OPER CO | COM | $239K | 0.1% | 799 SH | |
| QUALCOMM INC | COM | $1.3M | 0.4% | 8,298 SH | |
| REPUBLIC SVCS INC | COM | $229K | 0.1% | 946 SH | |
| SALESFORCE INC | COM | $1.9M | 0.6% | 6,977 SH | |
| SAP SE | SPON ADR | $269K | 0.1% | 1,002 SH | |
| SCHWAB CHARLES CORP | COM | $1.0M | 0.3% | 13,140 SH | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $3.4M | 1.2% | 94,919 SH | |
| SEALED AIR CORP NEW | COM | $657K | 0.2% | 22,734 SH | |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $759K | 0.3% | 5,200 SH | |
| SELECT SECTOR SPDR TR | SBI MATERIALS | $369K | 0.1% | 4,294 SH | |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $956K | 0.3% | 4,632 SH | |
| SHOPIFY INC | CL A | $201K | 0.1% | 2,101 SH | |
| SONY GROUP CORP | SPONSORED ADR | $206K | 0.1% | 8,112 SH | |
| SPDR GOLD TR | GOLD SHS | $647K | 0.2% | 2,247 SH | |
| SPDR SER TR | PRTFLO S&P500 VL | $333K | 0.1% | 6,525 SH | |
| SPDR SER TR | RUSSELL LOW VOL | $8.1M | 2.7% | 64,046 SH | |
| SYNCHRONY FINANCIAL | COM | $1.2M | 0.4% | 22,209 SH | |
| SYSCO CORP | COM | $1.6M | 0.5% | 20,862 SH | |
| T-MOBILE US INC | COM | $1.7M | 0.6% | 6,332 SH | |
| TESLA INC | COM | $876K | 0.3% | 3,380 SH | |
| TEXAS INSTRS INC | COM | $462K | 0.2% | 2,569 SH | |
| TRANE TECHNOLOGIES PLC | SHS | $1.2M | 0.4% | 3,495 SH | |
| UNITED RENTALS INC | COM | $1.7M | 0.6% | 2,736 SH | |
| UNITEDHEALTH GROUP INC | COM | $400K | 0.1% | 763 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $727K | 0.2% | 1,960 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $217K | 0.1% | 839 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $691K | 0.2% | 1,344 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $1.0M | 0.4% | 5,612 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $9.0M | 3.0% | 52,168 SH | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $6.4M | 2.2% | 105,618 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $301K | 0.1% | 4,290 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | $244K | 0.1% | 3,364 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $2.4M | 0.8% | 25,362 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000GRW | $792K | 0.3% | 4,248 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $2.8M | 1.0% | 45,608 SH | |
| VEEVA SYS INC | CL A COM | $203K | 0.1% | 875 SH | |
| VERISK ANALYTICS INC | COM | $275K | 0.1% | 923 SH | |
| VISA INC | COM CL A | $5.0M | 1.7% | 14,345 SH | |
| WALMART INC | COM | $451K | 0.2% | 5,140 SH | |
| WASTE MGMT INC DEL | COM | $1.3M | 0.4% | 5,461 SH | |
| WISDOMTREE TR | CLOUD COMPUTNG | $240K | 0.1% | 7,411 SH |
Open a filing on Jive Data
| Filing Date | Quarter | Form | Accession | Portfolio | Filing |
|---|---|---|---|---|---|
| Apr 18, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002200 | $297.7M | View |