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CIK 0001729939 • 7 13F filings • Apr 25, 2025 – Oct 20, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $3.3M | 0.9% | 15,534 SH | |
| ALLISON TRANSMISSION HLDGS I | COM | $759K | 0.2% | 7,936 SH | |
| ALPHABET INC | CAP STK CL A | $2.2M | 0.6% | 14,310 SH | |
| ALPHABET INC | CAP STK CL C | $1.6M | 0.5% | 10,293 SH | |
| AMAZON COM INC | COM | $287K | 0.1% | 1,509 SH | |
| AMGEN INC | COM | $2.7M | 0.8% | 8,609 SH | |
| APPLE INC | COM | $6.8M | 2.0% | 30,507 SH | |
| AT&T INC | COM | $229K | 0.1% | 8,099 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $432K | 0.1% | 811 SH | |
| BRISTOL-MYERS SQUIBB CO | COM | $2.9M | 0.8% | 48,067 SH | |
| BROADCOM INC | COM | $2.2M | 0.6% | 13,368 SH | |
| COLGATE PALMOLIVE CO | COM | $1.8M | 0.5% | 19,029 SH | |
| COMCAST CORP NEW | CL A | $2.2M | 0.6% | 60,727 SH | |
| CONOCOPHILLIPS | COM | $208K | 0.1% | 1,982 SH | |
| EATON CORP PLC | SHS | $2.4M | 0.7% | 8,999 SH | |
| ELI LILLY & CO | COM | $420K | 0.1% | 509 SH | |
| ETFS GOLD TR | PHYSCL GOLD SHS | $10.7M | 3.1% | 359,166 SH | |
| EXXON MOBIL CORP | COM | $2.3M | 0.7% | 19,611 SH | |
| FOX CORP | CL A COM | $1.2M | 0.3% | 21,245 SH | |
| GENERAL MLS INC | COM | $2.5M | 0.7% | 41,178 SH | |
| HOME DEPOT INC | COM | $2.8M | 0.8% | 7,573 SH | |
| HP INC | COM | $884K | 0.3% | 31,932 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $3.1M | 0.9% | 12,331 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $291K | 0.1% | 1,680 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $223K | 0.1% | 476 SH | |
| IONIS PHARMACEUTICALS INC | COM | $302K | 0.1% | 10,000 SH | |
| ISHARES TR | 0-3 MNTH TREASRY | $7.8M | 2.2% | 77,438 SH | |
| ISHARES TR | 7-10 YR TRSY BD | $2.5M | 0.7% | 26,247 SH | |
| ISHARES TR | CORE S&P500 ETF | $553K | 0.2% | 985 SH | |
| ISHARES TR | HDG MSCI EAFE | $3.6M | 1.0% | 98,430 SH | |
| ISHARES TR | MBS ETF | $659K | 0.2% | 7,030 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $7.9M | 2.3% | 21,988 SH | |
| ISHARES TR | RUS 1000 VAL ETF | $474K | 0.1% | 2,520 SH | |
| ISHARES TR | TIPS BD ETF | $19.2M | 5.5% | 172,645 SH | |
| ISHARES TR | TRS FLT RT BD | $18.6M | 5.4% | 368,129 SH | |
| KORN FERRY | COM NEW | $865K | 0.2% | 12,749 SH | |
| KROGER CO | COM | $3.2M | 0.9% | 47,240 SH | |
| LAM RESEARCH CORP | COM NEW | $1.6M | 0.5% | 21,562 SH | |
| LENNAR CORP | CL A | $1.2M | 0.4% | 10,622 SH | |
| LOCKHEED MARTIN CORP | COM | $2.4M | 0.7% | 5,368 SH | |
| LOWES COS INC | COM | $2.4M | 0.7% | 10,500 SH | |
| MCDONALDS CORP | COM | $2.6M | 0.8% | 8,470 SH | |
| MEDTRONIC PLC | SHS | $1.7M | 0.5% | 18,785 SH | |
| MERCK & CO INC | COM | $2.4M | 0.7% | 26,423 SH | |
| META PLATFORMS INC | CL A | $467K | 0.1% | 810 SH | |
| MICROSOFT CORP | COM | $1.8M | 0.5% | 4,665 SH | |
| NETAPP INC | COM | $1.1M | 0.3% | 12,870 SH | |
| NEXTRACKER INC | CLASS A COM | $1.0M | 0.3% | 24,857 SH | |
| NVIDIA CORPORATION | COM | $793K | 0.2% | 7,318 SH | |
| OMNICOM GROUP INC | COM | $490K | 0.1% | 5,905 SH | |
| PGIM ETF TR | PGIM ULTRA SH BD | $1.5M | 0.4% | 30,618 SH | |
| PGIM ETF TR | TOTAL RETURN BON | $814K | 0.2% | 19,494 SH | |
| PROCTER AND GAMBLE CO | COM | $2.7M | 0.8% | 15,714 SH | |
| PROSHARES TR | S&P 500 DV ARIST | $6.8M | 2.0% | 67,015 SH | |
| QUALCOMM INC | COM | $2.3M | 0.7% | 15,293 SH | |
| RBB FD INC | US TREAS 3 MNTH | $5.4M | 1.6% | 108,578 SH | |
| RIVIAN AUTOMOTIVE INC | COM CL A | $170K | 0.0% | 13,629 SH | |
| SALESFORCE INC | COM | $310K | 0.1% | 1,156 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $679K | 0.2% | 24,280 SH | |
| SHOPIFY INC | CL A | $955K | 0.3% | 10,000 SH | |
| SPDR GOLD TR | GOLD SHS | $497K | 0.1% | 1,725 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $16.1M | 4.6% | 28,754 SH | |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $533K | 0.2% | 999 SH | |
| SPDR SER TR | BLOOMBERG 1-3 MO | $64.4M | 18.6% | 702,227 SH | |
| STARBUCKS CORP | COM | $2.6M | 0.7% | 26,364 SH | |
| TAPESTRY INC | COM | $1.1M | 0.3% | 15,053 SH | |
| TEGNA INC | COM | $691K | 0.2% | 37,932 SH | |
| TESLA INC | COM | $236K | 0.1% | 911 SH | |
| UNITEDHEALTH GROUP INC | COM | $798K | 0.2% | 1,524 SH | |
| USANA HEALTH SCIENCES INC | COM | $209K | 0.1% | 7,752 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $277K | 0.1% | 540 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $41.3M | 11.9% | 150,384 SH | |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $210K | 0.1% | 1,810 SH | |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $1.8M | 0.5% | 35,465 SH | |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $14.0M | 4.0% | 238,450 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $1.4M | 0.4% | 17,195 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $7.0M | 2.0% | 113,340 SH | |
| VISA INC | COM CL A | $3.5M | 1.0% | 9,907 SH | |
| WISDOMTREE TR | FLOATNG RAT TREA | $28.4M | 8.2% | 564,491 SH |
| 13F-HR |
| 0001729939-25-000006 |
| $349.5M |
| View |
| Jul 17, 2026 | Q2 2026 | 13F-HR | 0001729939-26-000003 | $369.9M | View |
| Aug 7, 2025 | Q2 2025 | 13F-HR | 0001729939-25-000003 | $344.3M | View |
| Apr 28, 2026 | Q1 2026 | 13F-HR | 0001729939-26-000002 | $351.5M | View |
| Apr 25, 2025 | Q1 2025 | 13F-HR | 0001729939-25-000002 | $346.9M | View |