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CIK 0001317829 • 1 13F filing • Apr 28, 2025 – Apr 28, 2025
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Past 1 quarter
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO COM | Stock | $338K | 0.1% | 2,300 SH | |
| ABBOTT LABS COM | Stock | $9.1M | 1.8% | 68,907 SH | |
| ACCENTURE PLC IRELAND SHS CLASS A | Stock | $531K | 0.1% | 1,703 SH | |
| ADVANCED MICRO DEVICES INC COM | Stock | $4.8M | 0.9% | 46,322 SH | |
| AIR PRODS & CHEMS INC COM | Stock | $7.1M | 1.4% | 24,148 SH | |
| ALPHABET INC CAP STK CL A | Stock | $2.2M | 0.4% | 14,099 SH | |
| ALPHABET INC CAP STK CL C | Stock | $7.2M | 1.4% | 46,385 SH | |
| AMAZON COM INC COM | Stock | $9.9M | 2.0% | 52,124 SH | |
| AMETEK INC COM | Stock | $9.7M | 1.9% | 56,588 SH | |
| AMPHENOL CORP NEW CL A | Stock | $14.2M | 2.8% | 216,946 SH | |
| ANSYS INC COM | Stock | $989K | 0.2% | 3,125 SH | |
| APPLE INC COM | Stock | $11.9M | 2.3% | 53,639 SH | |
| ARROWHEAD PHARMACEUTICALS INC COM | Stock | $382K | 0.1% | 30,000 SH | |
| AT&T INC COM | Stock | $242K | 0.0% | 8,556 SH | |
| AUTOMATIC DATA PROCESSING INC COM | Stock | $699K | 0.1% | 2,288 SH | |
| BANK AMERICA CORP COM | Stock | $7.2M | 1.4% | 171,452 SH | |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | $2.4M | 0.5% | 4,552 SH | |
| BOEING CO COM | Stock | $341K | 0.1% | 2,000 SH | |
| BRISTOL-MYERS SQUIBB CO COM | Stock | $204K | 0.0% | 3,339 SH | |
| BROADCOM INC COM | Stock | $5.8M | 1.1% | 34,778 SH | |
| CARRIER GLOBAL CORPORATION COM | Stock | $837K | 0.2% | 13,200 SH | |
| CATERPILLAR INC COM | Stock | $206K | 0.0% | 625 SH | |
| CHEVRON CORP NEW COM | Stock | $759K | 0.1% | 4,535 SH | |
| CHURCH & DWIGHT CO INC COM | Stock | $749K | 0.1% | 6,804 SH | |
| COCA COLA CO COM | Stock | $258K | 0.1% | 3,596 SH | |
| COSTCO WHSL CORP NEW COM | Stock | $30.4M | 6.0% | 32,188 SH | |
| CROWN CASTLE INC COM | REIT | $615K | 0.1% | 5,900 SH | |
| DANAHER CORPORATION COM | Stock | $11.0M | 2.2% | 53,430 SH | |
| EATON CORP PLC SHS | Stock | $852K | 0.2% | 3,133 SH | |
| ECOLAB INC COM | Stock | $8.3M | 1.6% | 32,569 SH | |
| EDWARDS LIFESCIENCES CORP COM | Stock | $254K | 0.1% | 3,500 SH | |
| ELI LILLY & CO COM | Stock | $497K | 0.1% | 602 SH | |
| EMERSON ELEC CO COM | Stock | $687K | 0.1% | 6,267 SH | |
| ENCORE CAP GROUP INC COM | Stock | $686K | 0.1% | 20,000 SH | |
| ENTERPRISE PRODS PARTNERS L P COM | Stock | $575K | 0.1% | 16,837 SH | |
| EXXON MOBIL CORP COM | Stock | $1.0M | 0.2% | 8,539 SH | |
| FEDEX CORP COM | Stock | $790K | 0.2% | 3,242 SH | |
| FIDELITY HIGH DIVIDEND ETF | ETF | $383K | 0.1% | 7,726 SH | |
| FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | ETF | $1.5M | 0.3% | 9,239 SH | |
| FISERV INC COM | Stock | $3.9M | 0.8% | 17,780 SH | |
| GALLAGHER ARTHUR J & CO COM | Stock | $341K | 0.1% | 988 SH | |
| GOLDMAN SACHS GROUP INC COM | Stock | $1.1M | 0.2% | 1,992 SH | |
| HOME DEPOT INC COM | Stock | $2.1M | 0.4% | 5,658 SH | |
| HONEYWELL INTL INC COM | Stock | $1.1M | 0.2% | 4,963 SH | |
| IDACORP INC COM | Stock | $2.5M | 0.5% | 21,871 SH | |
| INTERNATIONAL BUSINESS MACHS COM | Stock | $264K | 0.1% | 1,063 SH | |
| INVESCO QQQ TRUST SERIES I | ETF | $563K | 0.1% | 1,202 SH | |
| INVESCO S&P 500 EQUAL WEIGHT ETF | ETF | $3.7M | 0.7% | 21,627 SH | |
| ISHARES CORE S&P 500 ETF | ETF | $31.3M | 6.2% | 55,647 SH | |
| ISHARES CORE S&P MID-CAP ETF | ETF | $2.4M | 0.5% | 41,081 SH | |
| ISHARES CORE S&P SMALL CAP ETF | ETF | $13.6M | 2.7% | 129,642 SH | |
| ISHARES ESG MSCI KLD 400 ETF | ETF | $337K | 0.1% | 3,293 SH | |
| ISHARES ESG SELECT SCREENED S&P 500 ETF | ETF | $482K | 0.1% | 11,262 SH | |
| ISHARES IBONDS 2025 CORP BOND | ETF | $5.7M | 1.1% | 226,433 SH | |
| ISHARES IBONDS 2026 CORP BOND | ETF | $13.8M | 2.7% | 571,694 SH | |
| ISHARES IBONDS 2030 CORP BOND | ETF | $13.8M | 2.7% | 634,284 SH | |
| ISHARES IBONDS 2031 CORP BOND | ETF | $14.0M | 2.8% | 673,998 SH | |
| ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF | ETF | $294K | 0.1% | 11,490 SH | |
| ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | ETF | $4.0M | 0.8% | 164,698 SH | |
| ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | ETF | $1.2M | 0.2% | 46,996 SH | |
| ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF | ETF | $251K | 0.0% | 10,020 SH | |
| ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF | ETF | $264K | 0.1% | 5,875 SH | |
| ISHARES RUSSELL 2000 ETF | ETF | $308K | 0.1% | 1,544 SH | |
| ISHARES SHORT TERM CORPORATE BOND | ETF | $3.1M | 0.6% | 59,239 SH | |
| ISHARES SHORT TREASURY BOND ETF | ETF | $257K | 0.1% | 2,323 SH | |
| JANUS HENDERSON AAA CLO ETF | ETF | $15.5M | 3.1% | 306,263 SH | |
| JOHNSON & JOHNSON COM | Stock | $440K | 0.1% | 2,655 SH | |
| JPMORGAN CHASE & CO. COM | Stock | $13.4M | 2.7% | 54,788 SH | |
| JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | ETF | $16.1M | 3.2% | 253,125 SH | |
| KKR & CO INC COM | Stock | $11.6M | 2.3% | 100,539 SH | |
| M & T BK CORP COM | Stock | $331K | 0.1% | 1,850 SH | |
| MERCK & CO INC COM | Stock | $5.5M | 1.1% | 61,540 SH | |
| MICRON TECHNOLOGY INC COM | Stock | $4.1M | 0.8% | 46,983 SH | |
| MICROSOFT CORP COM | Stock | $25.8M | 5.1% | 68,770 SH | |
| MORGAN STANLEY COM NEW | Stock | $1.0M | 0.2% | 8,765 SH | |
| NETFLIX INC COM | Stock | $228K | 0.0% | 244 SH | |
| NEXTERA ENERGY INC COM | Stock | $337K | 0.1% | 4,756 SH | |
| NVIDIA CORPORATION COM | Stock | $810K | 0.2% | 7,471 SH | |
| NXP SEMICONDUCTORS N V COM | Stock | $201K | 0.0% | 1,059 SH | |
| PACIFIC PREMIER BANCORP COM | Stock | $410K | 0.1% | 19,237 SH | |
| PARKER-HANNIFIN CORP COM | Stock | $3.5M | 0.7% | 5,752 SH | |
| PEPSICO INC COM | Stock | $308K | 0.1% | 2,057 SH | |
| PFIZER INC COM | Stock | $285K | 0.1% | 11,262 SH | |
| PRUDENTIAL FINL INC COM | Stock | $290K | 0.1% | 2,600 SH | |
| REALTY INCOME CORP COM | REIT | $235K | 0.0% | 4,048 SH | |
| REPUBLIC SVCS INC COM | Stock | $8.5M | 1.7% | 35,275 SH | |
| RTX CORPORATION COM | Stock | $880K | 0.2% | 6,640 SH | |
| S&P GLOBAL INC COM | Stock | $6.2M | 1.2% | 12,275 SH | |
| SCHWAB U.S. LARGE-CAP ETF | ETF | $46.5M | 9.2% | 2,106,667 SH | |
| SPDR GOLD SHARES | ETF | $219K | 0.0% | 760 SH | |
| SPDR S&P 500 ETF TRUST | ETF | $751K | 0.1% | 1,343 SH | |
| SRH TOTAL RETURN FUND INC COM | CEF | $185K | 0.0% | 10,703 SH | |
| TECHNOLOGY SELECT SECTOR SPDR FUND | ETF | $21.9M | 4.3% | 106,298 SH | |
| TEXAS INSTRS INC COM | Stock | $597K | 0.1% | 3,320 SH | |
| THERMO FISHER SCIENTIFIC INC COM | Stock | $10.8M | 2.1% | 21,714 SH | |
| TJX COS INC NEW COM | Stock | $989K | 0.2% | 8,117 SH | |
| UNILEVER PLC SPON ADR NEW | ADR | $264K | 0.1% | 4,430 SH | |
| UNION PAC CORP COM | Stock | $899K | 0.2% | 3,807 SH | |
| UNITED RENTALS INC COM | Stock | $11.0M | 2.2% | 17,480 SH | |
| UNITEDHEALTH GROUP INC COM | Stock | $214K | 0.0% | 409 SH | |
| US BANCORP DEL COM NEW | Stock | $1.2M | 0.2% | 28,762 SH | |
| VANGUARD INFORMATION TECHNOLOGY ETF | ETF | $240K | 0.0% | 443 SH | |
| VANGUARD S&P 500 ETF | ETF | $2.1M | 0.4% | 4,036 SH | |
| VANGUARD SHORT-TERM CORPORATE BOND ETF | ETF | $315K | 0.1% | 3,985 SH | |
| VANGUARD TOTAL STOCK MARKET ETF | ETF | $330K | 0.1% | 1,201 SH | |
| VERISK ANALYTICS INC COM | Stock | $271K | 0.1% | 910 SH | |
| VERIZON COMMUNICATIONS INC COM | Stock | $346K | 0.1% | 7,628 SH | |
| VISA INC COM CL A | Stock | $12.9M | 2.5% | 36,732 SH | |
| WALMART INC COM | Stock | $376K | 0.1% | 4,284 SH | |
| WATERS CORP COM | Stock | $284K | 0.1% | 770 SH | |
| WELLS FARGO CO NEW COM | Stock | $1.9M | 0.4% | 26,611 SH |
Open a filing on Jive Data
| Filing Date | Quarter | Form | Accession | Portfolio | Filing |
|---|---|---|---|---|---|
| Apr 28, 2025 | Q1 2025 | 13F-HR | 0001317829-25-000002 | $507.0M | View |