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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 | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $277K | 0.2%Prev: 0.1% | 1,295 SH | Increased |
| AIR PRODS & CHEMS INC | COM | $389K | 0.2%Prev: 0.3% | 1,576 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $1.7M | 1.0%Prev: 0.8% | 5,446 SH | Increased |
| ALPHABET INC | CAP STK CL C | $1.3M | 0.8%Prev: 0.6% | 4,075 SH | Increased |
| AMAZON COM INC | COM | $307K | 0.2%Prev: 0.2% | 1,328 SH | Increased |
| AMERICAN EXPRESS CO | COM | $314K | 0.2%Prev: 0.2% | 849 SH | Increased |
| BANK AMERICA CORP | COM | $394K | 0.2%Prev: 0.2% | 7,167 SH | Increased |
| BECTON DICKINSON & CO | COM | $305K | 0.2%Prev: 0.2% | 1,573 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $354K | 0.2%Prev: 0.2% | 705 SH | Decreased |
| BLACKSTONE INC | COM | $1.3M | 0.8%Prev: 0.9% | 8,606 SH | Decreased |
| BOEING CO | COM | $605K | 0.4%Prev: 0.4% | 2,788 SH | Increased |
| BROADCOM INC | COM | $374K | 0.2%Prev: 0.2% | 1,081 SH | Increased |
| CAPITAL ONE FINL CORP | COM | $258K | 0.2%Prev: 0.1% | 1,064 SH | Increased |
| CHEVRON CORP NEW | COM | $276K | 0.2%Prev: 0.2% | 1,813 SH | Decreased |
| CONOCOPHILLIPS | COM | $296K | 0.2%Prev: 0.2% | 3,166 SH | Decreased |
| CVS HEALTH CORP | COM | $361K | 0.2%Prev: 0.2% | 4,546 SH | Increased |
| DEERE & CO | COM | $324K | 0.2%Prev: 0.2% | 695 SH | Increased |
| ENERGY TRANSFER L P | COM UT LTD PTN | $1.7M | 1.0%Prev: 1.0% | 100,683 SH | Decreased |
| EXXON MOBIL CORP | COM | $776K | 0.5%Prev: 0.4% | 6,450 SH | Increased |
| FORD MTR CO | COM | $237K | 0.1%Prev: 0.1% | 18,050 SH | Increased |
| HALEON PLC | SPON ADS | $209K | 0.1%Prev: 0.1% | 20,721 SH | Increased |
| HOME DEPOT INC | COM | $233K | 0.1%Prev: 0.2% | 676 SH | Decreased |
| INTEL CORP | COM | $274K | 0.2%Prev: 0.2% | 7,438 SH | Increased |
| ISHARES GOLD TR | ISHARES NEW | $10.3M | 6.0%Prev: 5.6% | 126,940 SH | Increased-517 SH |
| ISHARES TR | RUS 2000 GRW ETF | $3.8M | 2.2%Prev: 2.3% | 11,776 SH | Increased-21 SH |
| JOHNSON & JOHNSON | COM | $467K | 0.3%Prev: 0.2% | 2,258 SH | Increased+598 SH |
| JPMORGAN CHASE & CO. | COM | $817K | 0.5%Prev: 0.5% | 2,536 SH | Increased |
| MARSH & MCLENNAN COS INC | COM | $217K | 0.1%Prev: 0.1% | 1,168 SH | Decreased |
| MARTIN MARIETTA MATLS INC | COM | $321K | 0.2%Prev: 0.2% | 516 SH | Decreased |
| MCKESSON CORP | COM | $345K | 0.2%Prev: 0.2% | 421 SH | Increased |
| MICROCHIP TECHNOLOGY INC. | COM | $316K | 0.2%Prev: 0.2% | 4,958 SH | Decreased |
| MICROSOFT CORP | COM | $249K | 0.1%Prev: 0.2% | 514 SH | Decreased |
| MOTOROLA SOLUTIONS INC | COM NEW | $241K | 0.1%Prev: 0.2% | 629 SH | Decreased |
| NETFLIX INC | COM | $740K | 0.4%Prev: 0.6% | 7,890 SH | Decreased+7,101 SH |
| NVIDIA CORPORATION | COM | $1.1M | 0.7%Prev: 0.7% | 6,008 SH | Decreased |
| OREILLY AUTOMOTIVE INC | COM | $335K | 0.2%Prev: 0.2% | 3,668 SH | Decreased |
| PARKER-HANNIFIN CORP | COM | $443K | 0.3%Prev: 0.2% | 504 SH | Increased |
| PFIZER INC | COM | $250K | 0.1%Prev: 0.2% | 10,040 SH | Decreased |
| PNC FINL SVCS GROUP INC | COM | $205K | 0.1% | 983 SH | New |
| QUALCOMM INC | COM | $681K | 0.4%Prev: 0.4% | 3,979 SH | Increased |
| RTX CORPORATION | COM | $305K | 0.2%Prev: 0.2% | 1,663 SH | Increased |
| SCHWAB CHARLES CORP | COM | $395K | 0.2%Prev: 0.2% | 3,958 SH | Increased |
| SCRIPPS E W CO OHIO | CL A NEW | $749K | 0.4%Prev: 0.3% | 187,786 SH | Increased |
| SEMPRA | COM | $278K | 0.2%Prev: 0.4% | 3,149 SH | Decreased-3,824 SH |
| SHERWIN WILLIAMS CO | COM | $259K | 0.2%Prev: 0.2% | 800 SH | Decreased |
| SPDR GOLD TR | GOLD SHS | $5.6M | 3.3%Prev: 3.0% | 14,021 SH | Increased-43 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $244K | 0.1% | 9,773 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $310K | 0.2%Prev: 0.2% | 1,020 SH | Increased |
| TESLA INC | COM | $26.1M | 15.3%Prev: 15.6% | 58,129 SH | Increased+93 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $415K | 0.2%Prev: 0.2% | 717 SH | Increased |
| TRAVELERS COMPANIES INC | COM | $352K | 0.2%Prev: 0.2% | 1,212 SH | Increased |
| UNITEDHEALTH GROUP INC | COM | $315K | 0.2%Prev: 0.2% | 953 SH | Decreased |
| VANECK ETF TRUST | GOLD MINERS ETF | $289K | 0.2%Prev: 0.2% | 3,370 SH | Increased |
| VANGUARD CALIF TAX FREE FDS | TAX EXEMPT BD FD | $976K | 0.6%Prev: 0.4% | 9,735 SH | Increased+2,998 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $7.0M | 4.1%Prev: 4.4% | 79,270 SH | Decreased-222 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $6.0M | 3.5%Prev: 3.6% | 9,618 SH | Increased-67 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $5.6M | 3.3%Prev: 3.3% | 21,523 SH | Increased+117 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $671K | 0.4%Prev: 0.4% | 2,001 SH | Increased+207 SH |
| VANGUARD INDEX FDS | VALUE ETF | $957K | 0.6%Prev: 0.5% | 5,009 SH | Increased+587 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $10.6M | 6.2%Prev: 6.4% | 196,446 SH | Decreased |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $768K | 0.5%Prev: 0.3% | 15,279 SH | Increased+3,982 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $25.8M | 15.1%Prev: 15.2% | 117,216 SH | Increased |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $22.7M | 13.3%Prev: 13.4% | 157,818 SH | Increased+592 SH |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $7.8M | 4.6%Prev: 4.6% | 85,423 SH | Increased |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $8.1M | 4.8%Prev: 4.6% | 90,173 SH | Increased+375 SH |
| VANGUARD WORLD FD | UTILITIES ETF | $3.3M | 2.0%Prev: 2.1% | 18,085 SH | Decreased-34 SH |
| VISA INC | COM CL A | $258K | 0.2%Prev: 0.2% | 736 SH | Increased |
| WEC ENERGY GROUP INC | COM | $353K | 0.2%Prev: 0.2% | 3,351 SH | Increased+950 SH |
| WILLIAMS COS INC | COM | $365K | 0.2%Prev: 0.2% | 6,078 SH | Decreased |
| XPO INC | COM | $299K | 0.2%Prev: 0.2% | 2,199 SH | Increased |
| 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 |