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CIK 0001535839 • 6 13F filings • Apr 9, 2025 – Jul 24, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALLSTATE CORP | COM | $207K | 0.0% | 1,002 SH | |
| AMAZON COM INC | COM | $1.1M | 0.0% | 5,960 SH | |
| APPLE INC | COM | $1.7M | 0.0% | 7,671 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL A | $3.2M | 0.1% | 4 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $701K | 0.0% | 1,316 SH | |
| BLACKSTONE INC | COM | $232K | 0.0% | 1,659 SH | |
| DEERE & CO | COM | $483K | 0.0% | 1,029 SH | |
| GALLAGHER ARTHUR J & CO | COM | $5.5M | 0.2% | 16,030 SH | |
| ISHARES INC | MSCI JPN ETF NEW | $288K | 0.0% | 4,196 SH | |
| ISHARES TR | CORE 1 5 YR USD | $729K | 0.0% | 15,083 SH | |
| ISHARES TR | CORE MSCI TOTAL | $1.7M | 0.0% | 24,122 SH | |
| ISHARES TR | CORE S&P MCP ETF | $1.6M | 0.0% | 27,839 SH | |
| ISHARES TR | CORE S&P SCP ETF | $880K | 0.0% | 8,413 SH | |
| ISHARES TR | CORE S&P TTL STK | $7.2M | 0.2% | 59,097 SH | |
| ISHARES TR | CORE S&P500 ETF | $3.6M | 0.1% | 6,411 SH | |
| ISHARES TR | EAFE SML CP ETF | $648K | 0.0% | 10,195 SH | |
| ISHARES TR | FLTG RATE NT ETF | $705K | 0.0% | 13,815 SH | |
| ISHARES TR | INTRM GOV CR ETF | $731K | 0.0% | 6,893 SH | |
| ISHARES TR | MSCI ACWI EX US | $777K | 0.0% | 14,005 SH | |
| ISHARES TR | MSCI EAFE ETF | $747K | 0.0% | 9,140 SH | |
| ISHARES TR | MSCI EMG MKT ETF | $543K | 0.0% | 12,434 SH | |
| ISHARES TR | MSCI USA QLT FCT | $320K | 0.0% | 1,871 SH | |
| META PLATFORMS INC | CL A | $3.1M | 0.1% | 5,309 SH | |
| MONDELEZ INTL INC | CL A | $1.4M | 0.0% | 21,237 SH | |
| NVIDIA CORPORATION | COM | $3.39B | 98.0% | 31,302,725 SH | |
| OKTA INC | CL A | $923K | 0.0% | 8,775 SH | |
| PALO ALTO NETWORKS INC | COM | $2.6M | 0.1% | 15,232 SH | |
| ROBLOX CORP | CL A | $6.2M | 0.2% | 106,461 SH | |
| SCHWAB STRATEGIC TR | 1000 INDEX ETF | $3.2M | 0.1% | 120,288 SH | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $521K | 0.0% | 22,082 SH | |
| SOUTHERN COPPER CORP | COM | $962K | 0.0% | 10,296 SH | |
| SPDR SER TR | BLOOMBERG 3-12 M | $1.6M | 0.0% | 15,683 SH | |
| STARBUCKS CORP | COM | $204K | 0.0% | 2,075 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $1.0M | 0.0% | 3,987 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $348K | 0.0% | 1,571 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $743K | 0.0% | 2,703 SH | |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $5.0M | 0.1% | 43,400 SH | |
| VISA INC | COM CL A | $219K | 0.0% | 625 SH | |
| WALMART INC | COM | $3.5M | 0.1% | 40,000 SH | |
| WORKDAY INC | CL A | $2.9M | 0.1% | 12,319 SH |
| 13F-HR |
| 0001535839-26-000006 |
| $4.49B |
| View |
| Jul 22, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004020 | $4.88B | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0001535839-26-000004 | $3.92B | View |
| Apr 9, 2025 | Q1 2025 | 13F-HR | 0001085146-25-001970 | $3.46B | View |