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CIK 0001743859 • 7 13F filings • May 14, 2025 – Oct 16, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AIR PRODS & CHEMS INC | COM | $466K | 0.4% | 1,581 SH | |
| ALPHABET INC | CAP STK CL A | $766K | 0.6% | 4,954 SH | |
| ALPHABET INC | CAP STK CL C | $637K | 0.5% | 4,075 SH | |
| AMERICAN EXPRESS CO | COM | $296K | 0.2% | 1,099 SH | |
| BANK AMERICA CORP | COM | $299K | 0.2% | 7,167 SH | |
| BECTON DICKINSON & CO | COM | $360K | 0.3% | 1,573 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $321K | 0.3% | 602 SH | |
| BOEING CO | COM | $313K | 0.3% | 1,835 SH | |
| BROADCOM INC | COM | $203K | 0.2% | 1,214 SH | |
| CAPITAL ONE FINL CORP | COM | $253K | 0.2% | 1,412 SH | |
| CHEVRON CORP NEW | COM | $303K | 0.3% | 1,813 SH | |
| COMCAST CORP NEW | CL A | $220K | 0.2% | 5,969 SH | |
| CONOCOPHILLIPS | COM | $333K | 0.3% | 3,169 SH | |
| CVS HEALTH CORP | COM | $272K | 0.2% | 4,018 SH | |
| DEERE & CO | COM | $244K | 0.2% | 520 SH | |
| EDISON INTL | COM | $235K | 0.2% | 3,985 SH | |
| ENERGY TRANSFER L P | COM UT LTD PTN | $826K | 0.7% | 44,409 SH | |
| EXXON MOBIL CORP | COM | $612K | 0.5% | 5,150 SH | |
| FORD MTR CO | COM | $181K | 0.2% | 18,050 SH | |
| HALEON PLC | SPON ADS | $213K | 0.2% | 20,721 SH | |
| HOME DEPOT INC | COM | $229K | 0.2% | 624 SH | |
| INTEL CORP | COM | $321K | 0.3% | 14,124 SH | |
| ISHARES GOLD TR | ISHARES NEW | $9.5M | 7.9% | 160,524 SH | |
| ISHARES TR | CALIF MUN BD ETF | $724K | 0.6% | 12,868 SH | |
| ISHARES TR | RUS 2000 GRW ETF | $3.0M | 2.5% | 11,810 SH | |
| JOHNSON & JOHNSON | COM | $275K | 0.2% | 1,660 SH | |
| JPMORGAN CHASE & CO. | COM | $681K | 0.6% | 2,778 SH | |
| MARSH & MCLENNAN COS INC | COM | $263K | 0.2% | 1,079 SH | |
| MARTIN MARIETTA MATLS INC | COM | $247K | 0.2% | 516 SH | |
| MCKESSON CORP | COM | $385K | 0.3% | 572 SH | |
| MICROCHIP TECHNOLOGY INC. | COM | $287K | 0.2% | 5,922 SH | |
| MOTOROLA SOLUTIONS INC | COM NEW | $275K | 0.2% | 629 SH | |
| NETFLIX INC | COM | $764K | 0.6% | 819 SH | |
| NORTHROP GRUMMAN CORP | COM | $342K | 0.3% | 668 SH | |
| NVIDIA CORPORATION | COM | $651K | 0.5% | 6,008 SH | |
| OREILLY AUTOMOTIVE INC | COM | $407K | 0.3% | 284 SH | |
| PARKER-HANNIFIN CORP | COM | $306K | 0.3% | 504 SH | |
| PEPSICO INC | COM | $290K | 0.2% | 1,933 SH | |
| PFIZER INC | COM | $254K | 0.2% | 10,040 SH | |
| PROGRESSIVE CORP | COM | $256K | 0.2% | 903 SH | |
| QUALCOMM INC | COM | $548K | 0.5% | 3,570 SH | |
| RTX CORPORATION | COM | $253K | 0.2% | 1,909 SH | |
| SCHWAB CHARLES CORP | COM | $310K | 0.3% | 3,958 SH | |
| SCRIPPS E W CO OHIO | CL A NEW | $556K | 0.5% | 187,786 SH | |
| SEMPRA | COM | $513K | 0.4% | 7,182 SH | |
| SHERWIN WILLIAMS CO | COM | $256K | 0.2% | 733 SH | |
| SPDR GOLD TR | GOLD SHS | $5.3M | 4.4% | 18,256 SH | |
| SPDR SER TR | NUVEEN BLOOMBERG | $264K | 0.2% | 10,461 SH | |
| TESLA INC | COM | $324K | 0.3% | 1,250 SH | |
| THERMO FISHER SCIENTIFIC INC | COM | $262K | 0.2% | 526 SH | |
| TRAVELERS COMPANIES INC | COM | $321K | 0.3% | 1,212 SH | |
| UNITEDHEALTH GROUP INC | COM | $439K | 0.4% | 839 SH | |
| VANGUARD CALIF TAX FREE FDS | TAX EXEMPT BD FD | $533K | 0.4% | 5,421 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $6.9M | 5.8% | 76,505 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $4.9M | 4.1% | 9,591 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $3.0M | 2.5% | 13,372 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $388K | 0.3% | 1,412 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $590K | 0.5% | 3,418 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $8.5M | 7.1% | 187,052 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $533K | 0.4% | 10,751 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $21.8M | 18.2% | 112,352 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $19.2M | 16.0% | 148,671 SH | |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $6.8M | 5.6% | 81,423 SH | |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $6.4M | 5.3% | 86,404 SH | |
| VANGUARD WORLD FD | UTILITIES ETF | $2.8M | 2.4% | 16,614 SH | |
| VISA INC | COM CL A | $365K | 0.3% | 1,042 SH | |
| WEC ENERGY GROUP INC | COM | $242K | 0.2% | 2,223 SH | |
| WILLIAMS COS INC | COM | $477K | 0.4% | 7,982 SH | |
| XPO INC | COM | $237K | 0.2% | 2,199 SH |
| 13F-HR |
| 0001743859-25-000008 |
| $165.9M |
| View |
| Jul 27, 2026 | Q2 2026 | 13F-HR | 0001743859-26-000003 | $181.2M | View |
| Jul 29, 2025 | Q2 2025 | 13F-HR | 0001743859-25-000007 | $140.6M | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0001743859-26-000002 | $167.2M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001743859-25-000005 | $119.7M | View |