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CIK 0001573947 • 18 13F filings • Sep 24, 2025 – Jul 20, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| BP PLC | SPONSORED ADR | $912K | 0.5%Prev: 0.2% | 18,763 SH | Increased+3,090 SH |
| FIDELITY WISE ORIGIN BITCOIN | SHS | $227K | 0.1% | 4,692 SH | New |
| MDU RES GROUP INC | COM | $203K | 0.1% | 4,207 SH | New |
| NVIDIA CORPORATION | COM | $273K | 0.2% | 1,057 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $40.2M | 22.9%Prev: 36.2% | 464,371 SH | Decreased-515,049 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $27.0M | 15.4%Prev: 12.6% | 408,330 SH | Increased-90,681 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $469K | 0.3% | 1,818 SH | New |
| VANGUARD INDEX FDS | SMALL CP ETF | $24.8M | 14.1%Prev: 10.2% | 287,513 SH | Increased+205,136 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $22.2M | 12.6%Prev: 13.7% | 130,722 SH | Decreased+38,427 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $424K | 0.2% | 5,720 SH | New |
| VANGUARD STAR FDS | VG TL INTL STK F | $37.0M | 21.1%Prev: 14.1% | 381,848 SH | Increased-83,752 SH |
| VANGUARD WELLINGTON FD | US VALUE FACTR | $22.1M | 12.6%Prev: 12.1% | 182,000 SH | Decreased-17,026 SH |
| 13F-HR |
| 0001085146-25-005763 |
| $189.4M |
| View |
| Sep 24, 2025 | Q4 2022 | 13F-HR | 0001085146-25-005759 | $172.6M | View |
| Oct 28, 2025 | Q3 2025 | 13F-HR | 0001573947-25-000002 | $218.0M | View |
| Sep 24, 2025 | Q3 2024 | 13F-HR | 0001085146-25-005766 | $201.8M | View |
| Sep 24, 2025 | Q3 2023 | 13F-HR | 0001085146-25-005762 | $176.0M | View |
| Sep 24, 2025 | Q3 2022 | 13F-HR | 0001085146-25-005758 | $162.4M | View |
| Jul 20, 2026 | Q2 2026 | 13F-HR | 0001573947-26-000003 | $230.3M | View |
| Sep 24, 2025 | Q2 2025 | 13F-HR | 0001085146-25-005769 | $209.0M | View |
| Sep 24, 2025 | Q2 2024 | 13F-HR | 0001085146-25-005765 | $196.0M | View |
| Sep 24, 2025 | Q2 2023 | 13F-HR | 0001085146-25-005761 | $181.8M | View |
| Sep 24, 2025 | Q2 2022 | 13F-HR | 0001085146-25-005757 | $174.3M | View |
| Apr 23, 2026 | Q1 2026 | 13F-HR | 0001573947-26-000002 | $218.5M | View |
| Sep 24, 2025 | Q1 2025 | 13F-HR | 0001085146-25-005768 | $196.7M | View |
| Sep 24, 2025 | Q1 2024 | 13F-HR | 0001085146-25-005764 | $195.2M | View |
| Sep 24, 2025 | Q1 2023 | 13F-HR | 0001085146-25-005760 | $175.0M | View |
| Sep 24, 2025 | Q1 2022 | 13F-HR | 0001085146-25-005756 | $195.8M | View |