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CIK 0001542165 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALTRIA GROUP INC | COM | $5.0M | 1.5%Prev: 1.7% | 85,936 SH | Decreased+1,943 SH |
| AMAZON COM INC | COM | $10.5M | 3.1%Prev: 2.2% | 45,293 SH | Increased+11,950 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $22.2M | 6.6%Prev: 6.3% | 269,673 SH | Increased+3,786 SH |
| APPLE INC | COM | $9.9M | 3.0%Prev: 2.8% | 36,543 SH | Increased+37 SH |
| BRISTOL-MYERS SQUIBB CO | COM | $5.9M | 1.8%Prev: 1.5% | 109,461 SH | Increased+1,690 SH |
| CHEVRON CORP NEW | COM | $3.6M | 1.1%Prev: 1.6% | 23,654 SH | Decreased-9,870 SH |
| D R HORTON INC | COM | $12.1M | 3.6%Prev: 3.5% | 84,093 SH | Increased+14,469 SH |
| DIGITAL RLTY TR INC | COM | $10.1M | 3.0%Prev: 3.3% | 65,260 SH | Decreased+1,119 SH |
| DUKE ENERGY CORP NEW | COM NEW | $13.1M | 3.9%Prev: 4.1% | 112,106 SH | Decreased+2,596 SH |
| GARMIN LTD | SHS | $10.5M | 3.2%Prev: 2.7% | 51,994 SH | Increased+15,387 SH |
| GENERAC HLDGS INC | COM | $9.7M | 2.9%Prev: 2.9% | 70,937 SH | Increased+13,685 SH |
| HEARTFLOW INC | COM | $908K | 0.3% | 31,139 SH | New |
| HOME DEPOT INC | COM | $10.5M | 3.1%Prev: 3.5% | 30,373 SH | Decreased+1,287 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $8.7M | 2.6%Prev: 2.2% | 45,445 SH | Increased+5,891 SH |
| ISHARES GOLD TR | ISHARES NEW | $24.2M | 7.2%Prev: 6.5% | 298,176 SH | Increased-1,231 SH |
| ISHARES INC | MSCI BRAZIL ETF | $3.9M | 1.2%Prev: 1.1% | 122,017 SH | Increased+1,547 SH |
| ISHARES INC | MSCI CHILE ETF | $4.6M | 1.4%Prev: 1.1% | 113,355 SH | Increased+1,108 SH |
| ISHARES INC | MSCI MLY ETF NEW | $4.0M | 1.2%Prev: 1.1% | 146,197 SH | Increased+2,061 SH |
| ISHARES TR | CHINA LG-CAP ETF | $3.6M | 1.1%Prev: 1.1% | 92,873 SH | Decreased+1,672 SH |
| ISHARES TR | CORE 60/40 BALAN | $231K | 0.1%Prev: 0.1% | 3,559 SH | Increased-5 SH |
| ISHARES TR | CORE 80/20 AGGRE | $910K | 0.3%Prev: 0.3% | 10,165 SH | Decreased-176 SH |
| ISHARES TR | CORE S&P MCP ETF | $297K | 0.1%Prev: 0.1% | 4,494 SH | Increased+1,025 SH |
| ISHARES TR | CORE S&P SCP ETF | $245K | 0.1%Prev: 0.1% | 2,035 SH | Increased+105 SH |
| ISHARES TR | IBOXX INV CP ETF | $2.0M | 0.6%Prev: 0.6% | 18,054 SH | Increased+621 SH |
| ISHARES TR | MSCI INDIA ETF | $5.7M | 1.7%Prev: 1.6% | 105,140 SH | Increased+2,025 SH |
| ISHARES TR | MSCI INDONIA ETF | $3.5M | 1.0%Prev: 1.0% | 185,613 SH | Increased-1,906 SH |
| ISHARES TR | PFD AND INCM SEC | $586K | 0.2%Prev: 0.2% | 18,928 SH | Decreased+61 SH |
| JPMORGAN CHASE & CO. | COM | $9.2M | 2.8% | 28,633 SH | New |
| LOCKHEED MARTIN CORP | COM | $11.2M | 3.4%Prev: 3.4% | 23,258 SH | Decreased+317 SH |
| MEDTRONIC PLC | SHS | $8.0M | 2.4%Prev: 2.3% | 83,522 SH | Increased+1,165 SH |
| MERCK & CO INC | COM | $6.4M | 1.9%Prev: 1.5% | 61,169 SH | Increased+607 SH |
| META PLATFORMS INC | CL A | $10.7M | 3.2%Prev: 1.7% | 16,196 SH | Increased+8,592 SH |
| MICROSOFT CORP | COM | $8.8M | 2.6%Prev: 3.2% | 18,251 SH | Decreased-2,553 SH |
| NORTHROP GRUMMAN CORP | COM | $9.8M | 2.9%Prev: 3.1% | 17,166 SH | Decreased+445 SH |
| NVIDIA CORPORATION | COM | $7.2M | 2.1%Prev: 2.1% | 38,502 SH | Increased+633 SH |
| PEPSICO INC | COM | $5.4M | 1.6%Prev: 1.6% | 37,736 SH | Increased+446 SH |
| PFIZER INC | COM | $5.0M | 1.5%Prev: 1.5% | 199,678 SH | Decreased+49 SH |
| PHILIP MORRIS INTL INC | COM | $275K | 0.1%Prev: 0.1% | 1,713 SH | Decreased |
| PIMCO ETF TR | 25YR+ ZERO U S | $417K | 0.1%Prev: 0.2% | 6,486 SH | Decreased-1,529 SH |
| PROCTER AND GAMBLE CO | COM | $381K | 0.1%Prev: 0.1% | 2,657 SH | Decreased |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $720K | 0.2%Prev: 0.2% | 21,976 SH | Increased+778 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $764K | 0.2%Prev: 0.2% | 31,768 SH | Increased |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $2.0M | 0.6%Prev: 0.6% | 86,677 SH | Increased+3,213 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $2.1M | 0.6%Prev: 0.6% | 71,313 SH | Increased+3,000 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $887K | 0.3%Prev: 0.2% | 29,489 SH | Increased+1,496 SH |
| SEMPRA | COM | $13.0M | 3.9%Prev: 3.9% | 147,476 SH | Decreased+1,322 SH |
| SPDR GOLD TR | GOLD SHS | $212K | 0.1% | 536 SH | New |
| STANLEY BLACK & DECKER INC | COM | $8.8M | 2.6%Prev: 2.4% | 119,020 SH | Increased+10,924 SH |
| TARGET CORP | COM | $5.3M | 1.6%Prev: 1.4% | 54,237 SH | Increased+2,021 SH |
| UNITED PARCEL SERVICE INC | CL B | $5.0M | 1.5%Prev: 1.3% | 50,245 SH | Increased+11 SH |
| US BANCORP DEL | COM NEW | $6.1M | 1.8%Prev: 1.6% | 114,352 SH | Increased+2,043 SH |
| VANECK ETF TRUST | VANECK VIETNAM | $4.1M | 1.2%Prev: 1.1% | 214,661 SH | Increased+2,851 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $2.0M | 0.6%Prev: 0.6% | 23,748 SH | Increased+881 SH |
| VANGUARD WORLD FD | EXTENDED DUR | $515K | 0.2%Prev: 0.2% | 7,925 SH | Decreased-214 SH |
| VERIZON COMMUNICATIONS INC | COM | $4.7M | 1.4%Prev: 1.5% | 115,240 SH | Decreased+455 SH |
| WALMART INC | COM | $8.5M | 2.6%Prev: 3.8% | 76,735 SH | Decreased-46,038 SH |
| 13F-HR |
| 0001542165-26-000003 |
| $342.0M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001542165-25-000003 | $315.0M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001542165-26-000002 | $352.8M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001542165-25-000002 | $287.7M | View |