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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 | $626K | 0.2%Prev: 0.2% | 2,741 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $3.4M | 1.0%Prev: 0.8% | 11,012 SH | Increased-30 SH |
| ALPHABET INC | CAP STK CL C | $2.4M | 0.7%Prev: 0.6% | 7,566 SH | Increased |
| AMAZON COM INC | COM | $1.1M | 0.3%Prev: 0.3% | 4,738 SH | Increased |
| AMGEN INC | COM | $225K | 0.1% | 686 SH | New |
| APPLE INC | COM | $2.7M | 0.8%Prev: 0.8% | 9,919 SH | Increased+82 SH |
| AT&T INC | COM | $273K | 0.1%Prev: 0.1% | 11,000 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.4M | 0.4%Prev: 0.4% | 2,693 SH | Decreased |
| BROADCOM INC | COM | $233K | 0.1%Prev: 0.1% | 674 SH | Increased-14 SH |
| CISCO SYS INC | COM | $306K | 0.1%Prev: 0.1% | 3,966 SH | Increased |
| DANAHER CORPORATION | COM | $227K | 0.1% | 992 SH | New |
| ELI LILLY & CO | COM | $4.2M | 1.3%Prev: 0.9% | 3,942 SH | Increased+38 SH |
| EMERSON ELEC CO | COM | $256K | 0.1%Prev: 0.1% | 1,931 SH | Increased |
| ETF SER SOLUTIONS | DEFIANCE CONNECT | $660K | 0.2%Prev: 0.2% | 10,345 SH | Increased |
| EXXON MOBIL CORP | COM | $284K | 0.1%Prev: 0.1% | 2,364 SH | Increased+250 SH |
| GENERAL DYNAMICS CORP | COM | $236K | 0.1%Prev: 0.1% | 700 SH | Decreased |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $8.6M | 2.5%Prev: 2.6% | 33,859 SH | Increased-26 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $1.1M | 0.3%Prev: 0.3% | 5,523 SH | Increased |
| INVESCO QQQ TR | UNIT SER 1 | $846K | 0.3%Prev: 0.3% | 1,377 SH | Increased+3 SH |
| ISHARES TR | CORE S&P TTL STK | $365K | 0.1%Prev: 0.1% | 2,458 SH | Decreased-96 SH |
| ISHARES TR | CORE S&P500 ETF | $321K | 0.1%Prev: 0.1% | 468 SH | Increased |
| ISHARES TR | MSCI EAFE ETF | $43.7M | 13.0%Prev: 13.0% | 455,426 SH | Increased-281 SH |
| ISHARES TR | MSCI EMG MKT ETF | $12.6M | 3.7%Prev: 3.8% | 230,131 SH | Increased-206 SH |
| ISHARES TR | RUS 1000 VAL ETF | $488K | 0.1%Prev: 0.1% | 2,322 SH | Increased |
| ISHARES TR | RUS MID CAP ETF | $2.6M | 0.8%Prev: 0.8% | 26,956 SH | Decreased |
| ISHARES TR | U.S. TECH ETF | $522K | 0.2%Prev: 0.2% | 2,612 SH | Increased |
| JOHNSON & JOHNSON | COM | $2.7M | 0.8%Prev: 0.7% | 13,026 SH | Increased |
| META PLATFORMS INC | CL A | $1.3M | 0.4%Prev: 0.4% | 1,918 SH | Decreased |
| MICROSOFT CORP | COM | $4.3M | 1.3%Prev: 1.4% | 8,959 SH | Decreased-9 SH |
| NVIDIA CORPORATION | COM | $3.7M | 1.1%Prev: 1.1% | 19,701 SH | Decreased-54 SH |
| PROCTER AND GAMBLE CO | COM | $279K | 0.1%Prev: 0.1% | 1,948 SH | Decreased |
| PROSHARES TR | S&P 500 DV ARIST | $614K | 0.2%Prev: 0.2% | 5,897 SH | Increased |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $159.6M | 47.4%Prev: 47.8% | 6,082,785 SH | Increased-5,574 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $211K | 0.1%Prev: 0.1% | 7,005 SH | Increased |
| SELECT SECTOR SPDR TR | STATE STREET CON | $297K | 0.1% | 3,824 SH | New |
| SPDR GOLD TR | GOLD SHS | $220K | 0.1% | 554 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $846K | 0.3%Prev: 0.3% | 1,241 SH | Increased |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL SILVER | $222K | 0.1% | 9,400 SH | New |
| TESLA INC | COM | $404K | 0.1%Prev: 0.1% | 899 SH | Decreased-12 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $1.7M | 0.5%Prev: 0.5% | 21,970 SH | Increased+182 SH |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $1.6M | 0.5%Prev: 0.5% | 22,768 SH | Decreased+149 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $3.5M | 1.1%Prev: 1.1% | 44,876 SH | Increased+168 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $6.0M | 1.8%Prev: 1.8% | 81,034 SH | Increased+428 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $3.7M | 1.1%Prev: 1.2% | 77,551 SH | Decreased+633 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $344K | 0.1%Prev: 0.1% | 1,186 SH | Decreased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $23.8M | 7.1%Prev: 7.1% | 71,131 SH | Increased-101 SH |
| VANGUARD INDEX FDS | VALUE ETF | $376K | 0.1%Prev: 0.1% | 1,968 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $6.2M | 1.9%Prev: 1.9% | 115,920 SH | Decreased-368 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $2.6M | 0.8%Prev: 0.8% | 18,110 SH | Increased-29 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $649K | 0.2%Prev: 0.2% | 12,904 SH | Increased |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $926K | 0.3%Prev: 0.3% | 19,672 SH | Decreased-287 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $960K | 0.3%Prev: 0.3% | 12,038 SH | Increased+84 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $410K | 0.1%Prev: 0.1% | 5,430 SH | Increased+652 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $19.0M | 5.6%Prev: 5.6% | 303,952 SH | Increased-1,833 SH |
| WALMART INC | COM | $227K | 0.1%Prev: 0.1% | 2,042 SH | Increased |
| 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 |