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CIK 0001552999 • 7 13F filings • Apr 17, 2025 – Oct 20, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $574K | 0.2% | 2,741 SH | |
| ALPHABET INC | CAP STK CL A | $1.8M | 0.6% | 11,652 SH | |
| ALPHABET INC | CAP STK CL C | $1.3M | 0.4% | 8,074 SH | |
| AMAZON COM INC | COM | $905K | 0.3% | 4,755 SH | |
| AMGEN INC | COM | $214K | 0.1% | 686 SH | |
| APPLE INC | COM | $2.2M | 0.8% | 9,923 SH | |
| AT&T INC | COM | $311K | 0.1% | 11,000 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.5M | 0.5% | 2,735 SH | |
| CISCO SYS INC | COM | $245K | 0.1% | 3,966 SH | |
| COSTAR GROUP INC | COM | $265K | 0.1% | 3,343 SH | |
| DANAHER CORPORATION | COM | $203K | 0.1% | 992 SH | |
| ELI LILLY & CO | COM | $3.3M | 1.1% | 3,942 SH | |
| EMERSON ELEC CO | COM | $212K | 0.1% | 1,931 SH | |
| ETF SER SOLUTIONS | DEFIANCE CONNECT | $440K | 0.2% | 10,345 SH | |
| EXXON MOBIL CORP | COM | $251K | 0.1% | 2,114 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $506K | 0.2% | 2,923 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $7.2M | 2.5% | 15,280 SH | |
| ISHARES TR | CORE S&P TTL STK | $316K | 0.1% | 2,586 SH | |
| ISHARES TR | CORE S&P500 ETF | $263K | 0.1% | 468 SH | |
| ISHARES TR | MSCI EAFE ETF | $40.3M | 13.8% | 493,260 SH | |
| ISHARES TR | MSCI EMG MKT ETF | $11.2M | 3.8% | 255,472 SH | |
| ISHARES TR | RUS 1000 VAL ETF | $437K | 0.1% | 2,322 SH | |
| ISHARES TR | RUS MID CAP ETF | $2.3M | 0.8% | 26,956 SH | |
| ISHARES TR | U.S. TECH ETF | $367K | 0.1% | 2,612 SH | |
| JOHNSON & JOHNSON | COM | $2.2M | 0.8% | 13,520 SH | |
| META PLATFORMS INC | CL A | $1.1M | 0.4% | 1,964 SH | |
| MICROSOFT CORP | COM | $3.4M | 1.2% | 9,136 SH | |
| NVIDIA CORPORATION | COM | $2.2M | 0.8% | 20,489 SH | |
| PEPSICO INC | COM | $208K | 0.1% | 1,386 SH | |
| PROCTER AND GAMBLE CO | COM | $332K | 0.1% | 1,948 SH | |
| PROSHARES TR | S&P 500 DV ARIST | $615K | 0.2% | 6,020 SH | |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $137.0M | 47.0% | 6,363,161 SH | |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | $312K | 0.1% | 3,824 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $694K | 0.2% | 1,241 SH | |
| TESLA INC | COM | $245K | 0.1% | 945 SH | |
| VANGUARD BD INDEX FDS | INTERMED TERM | $1.6M | 0.6% | 21,337 SH | |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $1.6M | 0.5% | 22,036 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $3.4M | 1.2% | 43,905 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $6.4M | 2.2% | 86,580 SH | |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $3.7M | 1.3% | 75,822 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $317K | 0.1% | 1,226 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $11.7M | 4.0% | 42,611 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $340K | 0.1% | 1,968 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $5.3M | 1.8% | 118,054 SH | |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $2.8M | 1.0% | 24,415 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $12.0M | 4.1% | 241,079 SH | |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $947K | 0.3% | 20,446 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $966K | 0.3% | 12,236 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $398K | 0.1% | 6,412 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $15.1M | 5.2% | 297,855 SH |
| 13F-HR |
| 0001398344-25-019618 |
| $327.1M |
| View |
| Jul 16, 2026 | Q2 2026 | 13F-HR | 0001398344-26-012199 | $361.1M | View |
| Jul 21, 2025 | Q2 2025 | 13F-HR | 0001398344-25-013379 | $327.3M | View |
| Apr 10, 2026 | Q1 2026 | 13F-HR | 0001398344-26-006392 | $330.2M | View |
| Apr 17, 2025 | Q1 2025 | 13F-HR | 0001398344-25-007236 | $291.5M | View |