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CIK 0001600746 • 7 13F filings • Apr 15, 2025 – Oct 19, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ACCENTURE PLC IRELAND | SHS CLASS A | $6K | 2.4% | 18,590 SH | New |
| ALPHABET INC | CAP STK CL A | $9K | 3.8%Prev: 4.9% | 49,102 SH | Decreased+5,600 SH |
| AMAZON COM INC | COM | $10K | 4.2%Prev: 3.4% | 43,537 SH | Increased+2,517 SH |
| AMERICAN EXPRESS CO | COM | $2K | 0.9%Prev: 0.8% | 6,518 SH | Increased-174 SH |
| APPLE INC | COM | $11K | 4.7%Prev: 5.0% | 52,434 SH | Decreased+2,306 SH |
| APPLIED MATLS INC | COM | $3K | 1.3%Prev: 2.8% | 15,597 SH | Decreased-4,964 SH |
| ARCHER DANIELS MIDLAND CO | COM | $386 | 0.2%Prev: 0.2% | 7,317 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $6K | 2.4%Prev: 2.1% | 11,354 SH | Increased+249 SH |
| BROADCOM INC | COM | $20K | 8.6%Prev: 6.7% | 71,273 SH | Increased+16,690 SH |
| BUNGE GLOBAL SA | COM SHS | $209 | 0.1%Prev: 0.1% | 2,600 SH | Decreased+178 SH |
| CATERPILLAR INC | COM | $365 | 0.2%Prev: 0.2% | 939 SH | Decreased+69 SH |
| CHEVRON CORP NEW | COM | $5K | 2.2% | 34,359 SH | New |
| CISCO SYS INC | COM | $313 | 0.1%Prev: 0.1% | 4,517 SH | Decreased |
| DUKE ENERGY CORP NEW | COM NEW | $210 | 0.1%Prev: 0.1% | 1,781 SH | Decreased |
| EXXON MOBIL CORP | COM | $306 | 0.1%Prev: 0.2% | 2,836 SH | Decreased+204 SH |
| FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | $358 | 0.2%Prev: 0.1% | 5,600 SH | Increased+1,230 SH |
| FORTINET INC | COM | $3K | 1.2%Prev: 0.9% | 26,421 SH | Increased-80 SH |
| HOME DEPOT INC | COM | $6K | 2.8%Prev: 2.2% | 17,137 SH | Increased-43 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $254 | 0.1% | 861 SH | New |
| INTUIT | COM | $10K | 4.2% | 12,199 SH | New |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | $4K | 1.8%Prev: 3.3% | 36,125 SH | Decreased-38,985 SH |
| INVESCO QQQ TR | UNIT SER 1 | $19K | 8.4%Prev: 8.0% | 34,496 SH | Decreased-561 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $392 | 0.2%Prev: 0.2% | 3,812 SH | Decreased |
| JPMORGAN CHASE & CO | COM | $6K | 2.8%Prev: 2.5% | 21,857 SH | Decreased+248 SH |
| LOCKHEED MARTIN CORP | COM | $5K | 2.2%Prev: 2.5% | 10,955 SH | Decreased+570 SH |
| MICROSOFT CORP | COM | $11K | 4.9%Prev: 3.1% | 22,457 SH | Increased+1,071 SH |
| NVIDIA CORPORATION | COM | $389 | 0.2%Prev: 0.9% | 2,462 SH | Decreased-11,101 SH |
| PEPSICO INC | COM | $3K | 1.2%Prev: 1.2% | 20,379 SH | Decreased+104 SH |
| PFIZER INC | COM | $3K | 1.3%Prev: 1.4% | 126,401 SH | Decreased-172 SH |
| PRUDENTIAL FINL INC | COM | $4K | 1.7%Prev: 1.4% | 35,806 SH | Increased-103 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $24K | 10.4%Prev: 11.2% | 894,919 SH | Decreased-34,314 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $5K | 2.2%Prev: 1.8% | 173,759 SH | Increased+19,600 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $5K | 2.3%Prev: 2.2% | 213,127 SH | Decreased-6,240 SH |
| SELECT SECTOR SPDR TR | ENERGY | $1K | 0.6%Prev: 0.1% | 14,967 SH | Increased+8,861 SH |
| SELECT SECTOR SPDR TR | FINANCIAL | $1K | 0.5%Prev: 0.4% | 22,767 SH | Increased-259 SH |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $1K | 0.6% | 2,915 SH | New |
| SPDR GOLD TR | GOLD SHS | $571 | 0.3%Prev: 0.3% | 1,872 SH | Decreased-152 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $24K | 10.5% | 38,712 SH | New |
| SPDR SER TR | BLOMBERG BRC INV | $748 | 0.3% | 24,278 SH | New |
| TESLA INC | COM | $281 | 0.1%Prev: 0.1% | 886 SH | Decreased-100 SH |
| UNITEDHEALTH GROUP INC | COM | $4K | 1.9% | 14,088 SH | New |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $5K | 2.3%Prev: 2.2% | 26,806 SH | Decreased-879 SH |
| VISA INC | COM CL A | $8K | 3.3% | 21,384 SH | New |
| WALMART INC | COM | $407 | 0.2%Prev: 0.2% | 4,167 SH | Decreased |
| 13F-HR |
| 0001600746-25-000007 |
| $265K |
| View |
| Jul 13, 2026 | Q2 2026 | 13F-HR | 0001600746-26-000003 | $293K | View |
| Jul 18, 2025 | Q2 2025 | 13F-HR | 0001600746-25-000003 | $227K | View |
| Apr 20, 2026 | Q1 2026 | 13F-HR | 0001600746-26-000002 | $254K | View |
| Apr 15, 2025 | Q1 2025 | 13F-HR | 0001600746-25-000002 | $226K | View |