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CIK 0001694896 • 6 13F filings • Apr 10, 2025 – Jul 14, 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 | |||||
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | US SML CP VALU | $649K | 3.5% | 5,200 SH | New |
| BANK OF AMER CORP | 7.25%CNV PFD L | $596K | 3.2% | 475 SH | New |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $4.0M | 21.2%Prev: 0.2% | 96,470 SH | Increased+83,306 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $1.7M | 9.1% | 42,645 SH | New |
| LAZARD ACTIVE ETF TR | INTL DYNAMIC EQT | $3.6M | 18.9% | 101,480 SH | New |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $6.8M | 36.1% | 230,404 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $425K | 2.3% | 569 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $372K | 2.0%Prev: 0.1% | 542 SH | Increased+134 SH |
| WELLS FARGO & CO | PERP PFD CNV A | $712K | 3.8% | 615 SH | New |
| Q3 2025 |
| 13F-HR |
| 0001172661-25-004245 |
| $292.7M |
| View |
| Jul 14, 2026 | Q2 2026 | 13F-HR | 0001172661-26-002616 | $18.8M | View |
| Jul 24, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002714 | $263.9M | View |
| Apr 13, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001473 | $11.3M | View |
| Apr 10, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001473 | $229.7M | View |