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CIK 0001602603 • 2 13F filings • May 1, 2025 – Aug 8, 2025
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Past 2 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABRDN ASIA PACIFIC INCOME FUND COM NEW | CEF | $2.1M | 0.5%Prev: 0.5% | 130,980 SH | Increased-1,791 SH |
| AFLAC INC COM | Stock | $3.2M | 0.8%Prev: 0.7% | 29,933 SH | Decreased+2 SH |
| Agriculture Producers Index | ETF | $434K | 0.1%Prev: 0.1% | 10,772 SH | Increased+75 SH |
| APPLE INC COM | Stock | $7.4M | 1.8%Prev: 1.8% | 35,965 SH | Decreased+11 SH |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | $1.3M | 0.3%Prev: 0.3% | 41,862 SH | Decreased+39,182 SH |
| BLACKROCK CORE BD TR SHS BEN INT | CEF | $2.3M | 0.6%Prev: 0.6% | 241,256 SH | Decreased+12,101 SH |
| BROADCOM INC COM | Stock | $5.9M | 1.4%Prev: 0.9% | 21,298 SH | Increased-1,547 SH |
| CISCO SYS INC COM | Stock | $711K | 0.2%Prev: 0.1% | 10,243 SH | Increased+16 SH |
| ENCOMPASS HEALTH CORP COM | Stock | $2.5M | 0.6%Prev: 0.7% | 20,077 SH | Decreased-12,357 SH |
| ENERGY SELECT SECTOR SPDR FUND | ETF | $2.0M | 0.5%Prev: 0.5% | 23,605 SH | Decreased-79 SH |
| EXXON MOBIL CORP COM | Stock | $1.2M | 0.3%Prev: 0.3% | 10,746 SH | Decreased-331 SH |
| FLAHERTY & CRUMRINE PFD SECS I COM | CEF | $2.1M | 0.5%Prev: 0.4% | 130,782 SH | Increased+4,707 SH |
| INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF | ETF | $215K | 0.1%Prev: 0.1% | 10,536 SH | Decreased |
| INVESCO SOLAR ETF | ETF | $522K | 0.1%Prev: 0.1% | 15,247 SH | Increased-298 SH |
| INVESCO WILDERHILL CLEAN ENERGY ETF | ETF | $1.2M | 0.3%Prev: 0.2% | 59,559 SH | Increased-3,497 SH |
| ISHARES 0-5 YEAR TIPS BOND ETF | ETF | $15.3M | 3.7%Prev: 3.4% | 148,850 SH | Increased+1,982 SH |
| ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF | ETF | $1.3M | 0.3%Prev: 0.3% | 17,126 SH | Increased-14 SH |
| ISHARES 1-3 YEAR TREASURY BOND ETF | ETF | $2.5M | 0.6%Prev: 0.5% | 31,169 SH | Increased+1,818 SH |
| ISHARES 20 YEAR TREASURY BOND ETF | ETF | $1.5M | 0.4%Prev: 0.3% | 18,338 SH | Increased+3,773 SH |
| ISHARES 7-10 YEAR TREASURY BOND ETF | ETF | $2.8M | 0.7%Prev: 0.6% | 29,490 SH | Increased+11 SH |
| ISHARES BIOTECHNOLOGY ETF | ETF | $1.6M | 0.4%Prev: 0.4% | 12,809 SH | Increased+445 SH |
| ISHARES CORE MSCI EAFE ETF | ETF | $2.2M | 0.5%Prev: 0.4% | 26,703 SH | Increased+5,184 SH |
| ISHARES CORE S&P 500 ETF | ETF | $15.2M | 3.7%Prev: 3.1% | 24,429 SH | Increased-35 SH |
| ISHARES CORE S&P MID-CAP ETF | ETF | $1.7M | 0.4%Prev: 0.3% | 26,815 SH | Increased+315 SH |
| ISHARES CORE S&P SMALL CAP ETF | ETF | $3.6M | 0.9%Prev: 0.7% | 32,851 SH | Increased+1,117 SH |
| ISHARES CORE S&P U S GROWTH ETF | ETF | $2.0M | 0.5% | 13,193 SH | New |
| ISHARES CORE U S AGGREGATE BOND ETF | ETF | $6.0M | 1.4% | 60,626 SH | New |
| ISHARES EUROPE ETF | ETF | $3.4M | 0.8%Prev: 0.7% | 54,223 SH | Increased-2,959 SH |
| ISHARES EXPANDED TECH SECTOR ETF | ETF | $1.7M | 0.4%Prev: 0.3% | 15,509 SH | Increased+1,684 SH |
| ISHARES GLOBAL ENERGY ETF | ETF | $4.6M | 1.1%Prev: 1.1% | 117,971 SH | Decreased+1,020 SH |
| ISHARES GLOBAL HEALTHCARE ETF | ETF | $1.9M | 0.5%Prev: 0.4% | 22,381 SH | Decreased+955 SH |
| ISHARES INTERNATIONAL DEVELOPED REAL ESTATE ETF | ETF | $2.6M | 0.6%Prev: 0.5% | 114,621 SH | Increased+205 SH |
| ISHARES INTERNATIONAL TREASURY BOND ETF | ETF | $7.4M | 1.8%Prev: 1.5% | 172,309 SH | Increased+899 SH |
| ISHARES JPX-NIKKEI 400 ETF | ETF | $943K | 0.2%Prev: 0.2% | 11,771 SH | Increased-878 SH |
| ISHARES LATIN AMERICA 40 ETF | ETF | $798K | 0.2%Prev: 0.2% | 30,433 SH | Increased+471 SH |
| ISHARES MICRO-CAP ETF | ETF | $2.3M | 0.6%Prev: 0.4% | 18,325 SH | Increased+804 SH |
| ISHARES MSCI AUSTRALIA ETF | ETF | $343K | 0.1%Prev: 0.1% | 13,043 SH | Increased+613 SH |
| ISHARES MSCI BRAZIL ETF | ETF | $815K | 0.2%Prev: 0.2% | 28,244 SH | Increased+147 SH |
| ISHARES MSCI CANADA ETF | ETF | $1.3M | 0.3%Prev: 0.3% | 28,122 SH | Increased-483 SH |
| ISHARES MSCI EAFE ETF | ETF | $6.5M | 1.6%Prev: 1.3% | 72,816 SH | Increased+755 SH |
| ISHARES MSCI EAFE SMALL-CAP ETF | ETF | $1.7M | 0.4%Prev: 0.4% | 23,841 SH | Increased-993 SH |
| ISHARES MSCI EMERGING MARKETS ETF | ETF | $3.0M | 0.7%Prev: 0.6% | 61,501 SH | Increased-563 SH |
| ISHARES MSCI GLOBAL GOLD MINERS ETF | ETF | $2.0M | 0.5%Prev: 0.4% | 44,655 SH | Increased-505 SH |
| ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF | ETF | $1.4M | 0.3%Prev: 0.3% | 37,064 SH | Increased+2,623 SH |
| ISHARES MSCI UNITED KINGDOM ETF | ETF | $460K | 0.1%Prev: 0.1% | 11,588 SH | Decreased-2,007 SH |
| ISHARES NORTH AMERICAN NATURAL RESOURCES ETF | ETF | $14.0M | 3.4%Prev: 3.1% | 316,622 SH | Increased+10,269 SH |
| ISHARES RUSSELL 1000 ETF | ETF | $3.6M | 0.9%Prev: 0.7% | 10,733 SH | Increased-149 SH |
| ISHARES RUSSELL 3000 ETF | ETF | $64.7M | 15.6%Prev: 13.8% | 184,423 SH | Increased-9,438 SH |
| ISHARES S&P 500 GROWTH ETF | ETF | $5.3M | 1.3%Prev: 1.0% | 48,576 SH | Increased+49 SH |
| ISHARES S&P 500 VALUE ETF | ETF | $2.0M | 0.5%Prev: 0.4% | 10,457 SH | Increased-8 SH |
| ISHARES S&P MID-CAP 400 GROWTH ETF | ETF | $1.5M | 0.4%Prev: 0.3% | 16,624 SH | Increased+104 SH |
| ISHARES S&P MID-CAP 400 VALUE ETF | ETF | $2.3M | 0.6%Prev: 0.5% | 18,734 SH | Decreased-900 SH |
| ISHARES S&P SMALL-CAP 600 GROWTH ETF | ETF | $3.7M | 0.9%Prev: 0.8% | 27,764 SH | Increased+779 SH |
| ISHARES S&P SMALL-CAP 600 VALUE ETF | ETF | $7.6M | 1.8%Prev: 1.6% | 75,954 SH | Increased+2,712 SH |
| ISHARES SELECT U S REIT ETF | ETF | $4.9M | 1.2% | 79,464 SH | New |
| ISHARES TIPS BOND ETF | ETF | $9.7M | 2.3%Prev: 2.2% | 88,034 SH | Decreased-683 SH |
| ISHARES U S ENERGY ETF | ETF | $744K | 0.2% | 16,447 SH | New |
| ISHARES U S HOME CONSTRUCTION ETF | ETF | $947K | 0.2% | 10,167 SH | New |
| ISHARES U S OIL EQUIPMENT & SERVICES ETF | ETF | $228K | 0.1% | 13,422 SH | New |
| ISHARES U S REGIONAL BANKS ETF | ETF | $1.7M | 0.4% | 33,536 SH | New |
| ISHARES U S TELECOMMUNICATIONS ETF | ETF | $430K | 0.1% | 14,441 SH | New |
| ISHARES U S TREASURY BOND ETF | ETF | $2.1M | 0.5% | 92,479 SH | New |
| ISHARES U S UTILITIES ETF | ETF | $2.3M | 0.6% | 22,364 SH | New |
| ISHARES US FINANCIAL SERVICES ETF | ETF | $2.7M | 0.6%Prev: 0.6% | 31,367 SH | Increased-531 SH |
| LAM RESEARCH CORP COM NEW | Stock | $1.1M | 0.3%Prev: 0.2% | 10,808 SH | Increased+41 SH |
| NUVEEN CR STRATEGIES INCOME FD COM SHS | CEF | $669K | 0.2%Prev: 0.1% | 124,051 SH | Increased+3,451 SH |
| NVIDIA CORPORATION COM | Stock | $8.0M | 1.9%Prev: 1.3% | 50,709 SH | Increased-1,893 SH |
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | ETF | $2.3M | 0.5%Prev: 0.5% | 24,740 SH | Decreased-970 SH |
| ROYCE MICRO-CAP TR INC COM | CEF | $2.2M | 0.5%Prev: 0.5% | 284,626 SH | Increased-3,778 SH |
| SABA CAPITAL INCOME & OPPORTUN COM NEW | CEF | $105K | 0.0%Prev: 0.0% | 11,452 SH | Increased+222 SH |
| SCHWAB INTERNATIONAL EQUITY ETF | ETF | $396K | 0.1%Prev: 0.1% | 17,918 SH | Increased+4,158 SH |
| SCHWAB U S BROAD MARKET ETF | ETF | $10.5M | 2.5% | 441,861 SH | New |
| SCHWAB U S SMALL-CAP ETF | ETF | $2.8M | 0.7% | 109,874 SH | New |
| SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF | ETF | $4.9M | 1.2%Prev: 1.1% | 122,426 SH | Increased+1,293 SH |
| SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF | ETF | $5.8M | 1.4%Prev: 1.2% | 146,472 SH | Increased+6,637 SH |
| SPDR S&P METALS & MINING ETF | ETF | $2.3M | 0.6%Prev: 0.4% | 34,714 SH | Increased-168 SH |
| TEMPLETON EMERGING MKTS FD COM | CEF | $3.2M | 0.8%Prev: 0.6% | 217,772 SH | Increased-1,204 SH |
| VANECK IG FLOATING RATE ETF | ETF | $8.1M | 2.0%Prev: 1.8% | 318,269 SH | Decreased+597 SH |
| VANGUARD ENERGY ETF | ETF | $3.3M | 0.8%Prev: 0.8% | 27,489 SH | Decreased-1,276 SH |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | ETF | $5.2M | 1.3%Prev: 1.0% | 39,065 SH | Increased+856 SH |
| VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | $38.6M | 9.3%Prev: 7.6% | 677,075 SH | Increased+4,520 SH |
| VANGUARD FTSE EMERGING MARKETS ETF | ETF | $6.2M | 1.5%Prev: 1.3% | 125,288 SH | Increased-178 SH |
| VANGUARD FTSE EUROPE ETF | ETF | $938K | 0.2%Prev: 0.2% | 12,109 SH | Increased+164 SH |
| VANGUARD REAL ESTATE ETF | ETF | $6.0M | 1.4%Prev: 1.4% | 67,538 SH | Decreased-1,354 SH |
| VANGUARD RUSSELL 3000 ETF | ETF | $11.4M | 2.7%Prev: 2.2% | 41,713 SH | Increased+1,444 SH |
| VANGUARD S&P 500 VALUE ETF | ETF | $4.6M | 1.1%Prev: 1.0% | 24,571 SH | Increased-210 SH |
| VANGUARD TOTAL BOND MARKET ETF | ETF | $23.7M | 5.7%Prev: 5.2% | 321,312 SH | Increased+5,384 SH |