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CIK 0001552999 • 7 13F filings • Apr 17, 2025 – Oct 20, 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 | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $509K | 0.2%Prev: 0.2% | 2,741 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $2.0M | 0.6%Prev: 1.0% | 11,505 SH | Decreased+506 SH |
| ALPHABET INC | CAP STK CL C | $1.4M | 0.4%Prev: 0.7% | 7,924 SH | Decreased+358 SH |
| AMAZON COM INC | COM | $1.0M | 0.3%Prev: 0.3% | 4,755 SH | Increased+29 SH |
| APPLE INC | COM | $2.0M | 0.6%Prev: 0.8% | 9,723 SH | Decreased-46 SH |
| AT&T INC | COM | $318K | 0.1% | 11,000 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.3M | 0.4%Prev: 0.4% | 2,710 SH | Increased-17 SH |
| BROADCOM INC | COM | $241K | 0.1%Prev: 0.1% | 875 SH | Increased+207 SH |
| CISCO SYS INC | COM | $275K | 0.1%Prev: 0.1% | 3,966 SH | Decreased |
| COSTAR GROUP INC | COM | $269K | 0.1% | 3,343 SH | New |
| ELI LILLY & CO | COM | $3.1M | 0.9%Prev: 1.1% | 3,942 SH | Decreased+25 SH |
| EMERSON ELEC CO | COM | $257K | 0.1%Prev: 0.1% | 1,931 SH | Increased |
| ETF SER SOLUTIONS | DEFIANCE CONNECT | $546K | 0.2%Prev: 0.2% | 10,345 SH | Decreased |
| EXXON MOBIL CORP | COM | $228K | 0.1%Prev: 0.1% | 2,114 SH | Decreased-9 SH |
| GENERAL DYNAMICS CORP | COM | $204K | 0.1%Prev: 0.1% | 700 SH | Decreased |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $6.5M | 2.0%Prev: 0.3% | 35,721 SH | Increased+30,189 SH |
| INVESCO QQQ TR | UNIT SER 1 | $2.0M | 0.6%Prev: 0.2% | 3,593 SH | Increased+2,216 SH |
| ISHARES TR | CORE S&P TTL STK | $349K | 0.1%Prev: 0.1% | 2,586 SH | Increased+136 SH |
| ISHARES TR | CORE S&P500 ETF | $291K | 0.1%Prev: 0.1% | 468 SH | Decreased |
| ISHARES TR | MSCI EAFE ETF | $43.9M | 13.4%Prev: 13.3% | 491,426 SH | Increased+40,938 SH |
| ISHARES TR | MSCI EMG MKT ETF | $12.3M | 3.8%Prev: 3.9% | 254,874 SH | Decreased+29,677 SH |
| ISHARES TR | RUS 1000 VAL ETF | $451K | 0.1%Prev: 0.2% | 2,322 SH | Decreased |
| ISHARES TR | RUS MID CAP ETF | $2.5M | 0.8%Prev: 0.8% | 26,956 SH | Decreased |
| ISHARES TR | U.S. TECH ETF | $453K | 0.1%Prev: 0.1% | 2,612 SH | Decreased |
| JOHNSON & JOHNSON | COM | $2.0M | 0.6%Prev: 1.0% | 13,270 SH | Decreased+410 SH |
| META PLATFORMS INC | CL A | $1.4M | 0.4%Prev: 0.3% | 1,960 SH | Increased-8 SH |
| MICROSOFT CORP | COM | $4.5M | 1.4%Prev: 1.0% | 9,127 SH | Increased+167 SH |
| NVIDIA CORPORATION | COM | $3.2M | 1.0%Prev: 1.0% | 20,434 SH | Increased+1,983 SH |
| PROCTER AND GAMBLE CO | COM | $310K | 0.1% | 1,948 SH | New |
| PROSHARES TR | S&P 500 DV ARIST | $533K | 0.2%Prev: 0.2% | 5,290 SH | Decreased-705 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $144.1M | 44.0%Prev: 47.0% | 6,047,159 SH | Decreased-134,294 SH |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | $310K | 0.1% | 3,824 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $767K | 0.2% | 1,241 SH | New |
| TESLA INC | COM | $300K | 0.1%Prev: 0.1% | 945 SH | Decreased+57 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $1.6M | 0.5%Prev: 0.5% | 21,261 SH | Decreased-986 SH |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $1.5M | 0.5%Prev: 0.5% | 21,778 SH | Decreased-1,322 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $3.4M | 1.0%Prev: 1.1% | 43,498 SH | Decreased-2,012 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $5.8M | 1.8%Prev: 1.8% | 78,303 SH | Decreased-2,789 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $3.7M | 1.1%Prev: 1.2% | 74,080 SH | Decreased-4,981 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $343K | 0.1%Prev: 0.1% | 1,226 SH | Increased+40 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $21.4M | 6.5%Prev: 6.9% | 70,317 SH | Decreased-977 SH |
| VANGUARD INDEX FDS | VALUE ETF | $348K | 0.1%Prev: 0.1% | 1,968 SH | Decreased |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $5.7M | 1.7%Prev: 2.0% | 115,671 SH | Decreased-8,171 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $2.5M | 0.8%Prev: 0.7% | 19,658 SH | Increased+1,759 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $21.7M | 6.6%Prev: 0.2% | 442,497 SH | Increased+429,593 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $946K | 0.3%Prev: 0.3% | 20,410 SH | Increased+483 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $968K | 0.3%Prev: 0.3% | 12,180 SH | Increased+46 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $393K | 0.1%Prev: 0.1% | 5,690 SH | Decreased+260 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $17.0M | 5.2%Prev: 6.3% | 298,046 SH | Decreased-28,919 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 |