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CIK 0001535839 • 6 13F filings • Apr 9, 2025 – Jul 24, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $1.3M | 0.0%Prev: 0.0% | 5,960 SH | Decreased-343 SH |
| APPLE INC | COM | $2.0M | 0.0% | 7,763 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL A | $3.0M | 0.1% | 4 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $451K | 0.0%Prev: 0.0% | 898 SH | Increased+161 SH |
| BLACKSTONE INC | COM | $224K | 0.0% | 1,313 SH | New |
| CROWDSTRIKE HLDGS INC | CL A | $268K | 0.0% | 546 SH | New |
| GALLAGHER ARTHUR J & CO | COM | $8.6M | 0.2%Prev: 0.1% | 27,855 SH | Increased+5,155 SH |
| ISHARES INC | MSCI JPN ETF NEW | $337K | 0.0% | 4,196 SH | New |
| ISHARES TR | CORE 1 5 YR USD | $229K | 0.0%Prev: 0.0% | 4,688 SH | Decreased-2,050 SH |
| ISHARES TR | CORE MSCI TOTAL | $2.0M | 0.0%Prev: 0.1% | 24,500 SH | Decreased-775 SH |
| ISHARES TR | CORE S&P MCP ETF | $1.4M | 0.0%Prev: 0.0% | 21,980 SH | Decreased+871 SH |
| ISHARES TR | CORE S&P SCP ETF | $829K | 0.0%Prev: 0.0% | 6,980 SH | Decreased+179 SH |
| ISHARES TR | CORE S&P TTL STK | $8.7M | 0.2%Prev: 0.2% | 59,429 SH | Decreased+3,273 SH |
| ISHARES TR | CORE S&P500 ETF | $3.2M | 0.1%Prev: 0.1% | 4,807 SH | Decreased+49 SH |
| ISHARES TR | EAFE SML CP ETF | $754K | 0.0%Prev: 0.0% | 9,827 SH | Increased+839 SH |
| ISHARES TR | FLTG RATE NT ETF | $723K | 0.0%Prev: 0.0% | 14,162 SH | Increased+6,476 SH |
| ISHARES TR | INTRM GOV CR ETF | $223K | 0.0%Prev: 0.0% | 2,073 SH | Decreased-1,393 SH |
| ISHARES TR | MSCI ACWI EX US | $312K | 0.0%Prev: 0.0% | 4,795 SH | Increased+848 SH |
| ISHARES TR | MSCI EAFE ETF | $802K | 0.0%Prev: 0.0% | 8,589 SH | Increased+1,457 SH |
| ISHARES TR | MSCI EMG MKT ETF | $664K | 0.0% | 12,434 SH | New |
| ISHARES TR | MSCI USA QLT FCT | $391K | 0.0%Prev: 0.0% | 2,010 SH | Increased+549 SH |
| KLAVIYO INC | COM SER A | $294K | 0.0% | 10,600 SH | New |
| META PLATFORMS INC | CL A | $3.7M | 0.1%Prev: 0.1% | 4,984 SH | Increased |
| MONDELEZ INTL INC | CL A | $1.3M | 0.0% | 21,237 SH | New |
| NVIDIA CORPORATION | COM | $4.88B | 98.5%Prev: 98.7% | 26,174,975 SH | Increased+4,010,191 SH |
| OKTA INC | CL A | $805K | 0.0%Prev: 0.0% | 8,775 SH | Decreased |
| PALO ALTO NETWORKS INC | COM | $3.1M | 0.1%Prev: 0.1% | 15,232 SH | Decreased |
| PHILIP MORRIS INTL INC | COM | $1.4M | 0.0% | 8,500 SH | New |
| ROBLOX CORP | CL A | $5.6M | 0.1%Prev: 0.0% | 40,303 SH | Increased |
| ROCKET LAB CORP | COM | $1.7M | 0.0% | 35,000 SH | New |
| SCHWAB STRATEGIC TR | 1000 INDEX ETF | $3.9M | 0.1%Prev: 0.1% | 120,288 SH | Decreased+4,725 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $586K | 0.0% | 22,271 SH | New |
| SOUTHERN COPPER CORP | COM | $1.3M | 0.0% | 10,502 SH | New |
| SPDR SERIES TRUST | BLOOMBERG 3-12 M | $770K | 0.0% | 7,734 SH | New |
| VANGUARD INDEX FDS | MID CAP ETF | $1.2M | 0.0%Prev: 0.0% | 3,987 SH | Decreased-11,961 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $399K | 0.0%Prev: 0.0% | 1,571 SH | Decreased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $887K | 0.0%Prev: 0.0% | 2,704 SH | Increased+1,454 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $6.0M | 0.1%Prev: 0.2% | 43,400 SH | Decreased |
| WALMART INC | COM | $3.2M | 0.1% | 31,000 SH | New |
| WORKDAY INC | CL A | $3.0M | 0.1%Prev: 0.0% | 12,319 SH | Increased |
| ZSCALER INC | COM | $222K | 0.0% | 740 SH | New |
| 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 |