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CIK 0001573947 • 18 13F filings • Sep 24, 2025 – Jul 20, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $352K | 0.2%Prev: 0.2% | 1,387 SH | Increased+7 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $554K | 0.3%Prev: 0.3% | 1,156 SH | Decreased+20 SH |
| BP PLC | SPONSORED ADR | $725K | 0.3%Prev: 0.3% | 15,416 SH | Increased+103 SH |
| ISHARES SILVER TR | ISHARES | $274K | 0.1% | 4,020 SH | New |
| MICROSOFT CORP | COM | $757K | 0.3%Prev: 0.4% | 2,045 SH | Decreased+14 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $79.5M | 36.4%Prev: 37.7% | 1,079,257 SH | Increased+69,104 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $26.8M | 12.3%Prev: 12.4% | 558,338 SH | Increased+56,920 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $22.3M | 10.2%Prev: 9.2% | 85,257 SH | Increased+3,382 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $28.7M | 13.1%Prev: 12.6% | 89,306 SH | Increased-840 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $31.8M | 14.6%Prev: 15.5% | 412,590 SH | Increased-79,789 SH |
| VANGUARD WELLINGTON FD | US VALUE FACTR | $26.7M | 12.2%Prev: 11.3% | 198,475 SH | Increased+2,814 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 |