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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 | $635K | 0.2%Prev: 0.2% | 2,741 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $2.7M | 0.8%Prev: 1.1% | 11,042 SH | Decreased+167 SH |
| ALPHABET INC | CAP STK CL C | $1.8M | 0.6%Prev: 0.7% | 7,566 SH | Decreased+279 SH |
| AMAZON COM INC | COM | $1.0M | 0.3%Prev: 0.3% | 4,738 SH | Decreased+46 SH |
| APPLE INC | COM | $2.5M | 0.8%Prev: 0.8% | 9,837 SH | Decreased+254 SH |
| AT&T INC | COM | $311K | 0.1% | 11,000 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.4M | 0.4%Prev: 0.4% | 2,693 SH | Decreased-38 SH |
| BROADCOM INC | COM | $227K | 0.1%Prev: 0.1% | 688 SH | Increased+91 SH |
| CISCO SYS INC | COM | $271K | 0.1%Prev: 0.1% | 3,966 SH | Decreased |
| COSTAR GROUP INC | COM | $282K | 0.1% | 3,343 SH | New |
| ELI LILLY & CO | COM | $3.0M | 0.9%Prev: 1.3% | 3,904 SH | Decreased+26 SH |
| EMERSON ELEC CO | COM | $253K | 0.1%Prev: 0.1% | 1,931 SH | Decreased |
| ETF SER SOLUTIONS | DEFIANCE CONNECT | $638K | 0.2% | 10,345 SH | New |
| EXXON MOBIL CORP | COM | $238K | 0.1%Prev: 0.1% | 2,114 SH | Decreased-9 SH |
| GENERAL DYNAMICS CORP | COM | $239K | 0.1%Prev: 0.1% | 700 SH | Decreased |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $8.4M | 2.6%Prev: 2.5% | 33,885 SH | Decreased+4,420 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $1.0M | 0.3%Prev: 0.2% | 5,523 SH | Increased+1,981 SH |
| INVESCO QQQ TR | UNIT SER 1 | $825K | 0.3%Prev: 0.3% | 1,374 SH | Decreased+11 SH |
| ISHARES TR | CORE S&P TTL STK | $372K | 0.1%Prev: 0.1% | 2,554 SH | Increased+308 SH |
| ISHARES TR | CORE S&P500 ETF | $313K | 0.1%Prev: 0.1% | 468 SH | Decreased |
| ISHARES TR | MSCI EAFE ETF | $42.5M | 13.0%Prev: 12.5% | 455,707 SH | Decreased+21,251 SH |
| ISHARES TR | MSCI EMG MKT ETF | $12.3M | 3.8%Prev: 3.5% | 230,337 SH | Decreased+45,700 SH |
| ISHARES TR | RUS 1000 VAL ETF | $473K | 0.1%Prev: 0.2% | 2,322 SH | Decreased |
| ISHARES TR | RUS MID CAP ETF | $2.6M | 0.8%Prev: 0.8% | 26,956 SH | Decreased |
| ISHARES TR | U.S. TECH ETF | $512K | 0.2%Prev: 0.2% | 2,612 SH | Decreased |
| JOHNSON & JOHNSON | COM | $2.4M | 0.7%Prev: 0.9% | 13,026 SH | Decreased+166 SH |
| META PLATFORMS INC | CL A | $1.4M | 0.4%Prev: 0.3% | 1,918 SH | Increased-93 SH |
| MICROSOFT CORP | COM | $4.6M | 1.4%Prev: 0.9% | 8,968 SH | Increased |
| NVIDIA CORPORATION | COM | $3.7M | 1.1%Prev: 1.0% | 19,755 SH | Increased+1,485 SH |
| PROCTER AND GAMBLE CO | COM | $299K | 0.1% | 1,948 SH | New |
| PROSHARES TR | S&P 500 DV ARIST | $608K | 0.2%Prev: 0.2% | 5,897 SH | Decreased-6,679 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $156.5M | 47.8%Prev: 48.7% | 6,088,359 SH | Decreased+20,464 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $208K | 0.1%Prev: 0.1% | 7,005 SH | Decreased+262 SH |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | $300K | 0.1% | 3,824 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $827K | 0.3% | 1,241 SH | New |
| TESLA INC | COM | $405K | 0.1%Prev: 0.1% | 911 SH | Increased+51 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $1.7M | 0.5%Prev: 0.5% | 21,788 SH | Decreased-2,505 SH |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $1.6M | 0.5%Prev: 0.5% | 22,619 SH | Decreased-2,645 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $3.5M | 1.1%Prev: 1.1% | 44,708 SH | Decreased-4,395 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $6.0M | 1.8%Prev: 1.7% | 80,606 SH | Increased-780 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $3.8M | 1.2%Prev: 1.1% | 76,918 SH | Decreased-8,231 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $348K | 0.1%Prev: 0.1% | 1,186 SH | Decreased-3,180 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $23.4M | 7.1%Prev: 6.4% | 71,232 SH | Increased+8,982 SH |
| VANGUARD INDEX FDS | VALUE ETF | $367K | 0.1%Prev: 0.1% | 1,968 SH | Decreased |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $6.3M | 1.9%Prev: 2.0% | 116,288 SH | Decreased-7,169 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $2.5M | 0.8%Prev: 0.7% | 18,139 SH | Decreased+1,034 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $646K | 0.2%Prev: 0.2% | 12,904 SH | Decreased |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $937K | 0.3%Prev: 0.3% | 19,959 SH | Decreased-2,064 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $955K | 0.3%Prev: 0.3% | 11,954 SH | Decreased-882 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $351K | 0.1%Prev: 0.1% | 4,778 SH | Decreased-384 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $18.3M | 5.6%Prev: 6.3% | 305,785 SH | Decreased-14,595 SH |
| WALMART INC | COM | $210K | 0.1% | 2,042 SH | New |
| 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 |