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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 | $596K | 0.2%Prev: 0.2% | 2,741 SH | Increased |
| ALPHABET INC | CAP STK CL A | $3.2M | 1.0%Prev: 0.6% | 10,999 SH | Increased-653 SH |
| ALPHABET INC | CAP STK CL C | $2.2M | 0.7%Prev: 0.4% | 7,566 SH | Increased-508 SH |
| AMAZON COM INC | COM | $984K | 0.3%Prev: 0.3% | 4,726 SH | Increased-29 SH |
| AMGEN INC | COM | $241K | 0.1%Prev: 0.1% | 686 SH | Increased |
| APPLE INC | COM | $2.5M | 0.8%Prev: 0.8% | 9,769 SH | Increased-154 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.3M | 0.4%Prev: 0.5% | 2,727 SH | Decreased-8 SH |
| BROADCOM INC | COM | $207K | 0.1% | 668 SH | New |
| CISCO SYS INC | COM | $308K | 0.1%Prev: 0.1% | 3,966 SH | Increased |
| COSTCO WHOLESALE CORPORATION | COM | $251K | 0.1% | 252 SH | New |
| DBX ETF TR | XTRACK MSCI EURP | $203K | 0.1% | 4,166 SH | New |
| ELI LILLY & CO | COM | $3.6M | 1.1%Prev: 1.1% | 3,917 SH | Increased-25 SH |
| EMERSON ELEC CO | COM | $253K | 0.1%Prev: 0.1% | 1,931 SH | Increased |
| ETF SER SOLUTIONS | DEFIANCE CONNECT | $705K | 0.2%Prev: 0.2% | 10,345 SH | Increased |
| EXXON MOBIL CORP | COM | $360K | 0.1%Prev: 0.1% | 2,123 SH | Increased+9 SH |
| GENERAL DYNAMICS CORP | COM | $240K | 0.1% | 700 SH | New |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $8.0M | 2.4% | 33,502 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $1.1M | 0.3%Prev: 0.2% | 5,532 SH | Increased+2,609 SH |
| INVESCO QQQ TR | UNIT SER 1 | $795K | 0.2%Prev: 2.5% | 1,377 SH | Decreased-13,903 SH |
| ISHARES TR | CORE S&P TTL STK | $349K | 0.1%Prev: 0.1% | 2,450 SH | Increased-136 SH |
| ISHARES TR | CORE S&P500 ETF | $306K | 0.1%Prev: 0.1% | 468 SH | Increased |
| ISHARES TR | MSCI EAFE ETF | $43.8M | 13.3%Prev: 13.8% | 450,488 SH | Increased-42,772 SH |
| ISHARES TR | MSCI EMG MKT ETF | $12.8M | 3.9%Prev: 3.8% | 225,197 SH | Increased-30,275 SH |
| ISHARES TR | RUS 1000 VAL ETF | $496K | 0.2%Prev: 0.1% | 2,322 SH | Increased |
| ISHARES TR | RUS MID CAP ETF | $2.6M | 0.8%Prev: 0.8% | 26,956 SH | Increased |
| ISHARES TR | U.S. TECH ETF | $474K | 0.1%Prev: 0.1% | 2,612 SH | Increased |
| JOHNSON & JOHNSON | COM | $3.1M | 1.0%Prev: 0.8% | 12,860 SH | Increased-660 SH |
| META PLATFORMS INC | CL A | $1.1M | 0.3%Prev: 0.4% | 1,968 SH | Decreased+4 SH |
| MICROSOFT CORP | COM | $3.3M | 1.0%Prev: 1.2% | 8,960 SH | Decreased-176 SH |
| NVIDIA CORPORATION | COM | $3.2M | 1.0%Prev: 0.8% | 18,451 SH | Increased-2,038 SH |
| PROCTER & GAMBLE CO | COM | $281K | 0.1% | 1,948 SH | New |
| PROSHARES TR | S&P 500 DV ARIST | $636K | 0.2%Prev: 0.2% | 5,995 SH | Increased-25 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $155.2M | 47.0%Prev: 47.0% | 6,181,453 SH | Increased-181,708 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $217K | 0.1% | 6,993 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET CON | $313K | 0.1% | 3,824 SH | New |
| SPDR GOLD TR | GOLD SHS | $238K | 0.1% | 554 SH | New |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL SILVER | $229K | 0.1% | 9,400 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $807K | 0.2% | 1,241 SH | New |
| TESLA INC | COM | $330K | 0.1%Prev: 0.1% | 888 SH | Increased-57 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $1.7M | 0.5%Prev: 0.6% | 22,247 SH | Increased+910 SH |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $1.6M | 0.5%Prev: 0.5% | 23,100 SH | Increased+1,064 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $3.6M | 1.1%Prev: 1.2% | 45,510 SH | Increased+1,605 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $6.0M | 1.8%Prev: 2.2% | 81,092 SH | Decreased-5,488 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $3.8M | 1.2%Prev: 1.3% | 79,061 SH | Increased+3,239 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $341K | 0.1%Prev: 0.1% | 1,186 SH | Increased-40 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $22.9M | 6.9%Prev: 4.0% | 71,294 SH | Increased+28,683 SH |
| VANGUARD INDEX FDS | VALUE ETF | $386K | 0.1%Prev: 0.1% | 1,968 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $6.7M | 2.0%Prev: 1.8% | 123,842 SH | Increased+5,788 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $2.5M | 0.7%Prev: 1.0% | 17,899 SH | Decreased-6,516 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $644K | 0.2%Prev: 4.1% | 12,904 SH | Decreased-228,175 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $936K | 0.3%Prev: 0.3% | 19,927 SH | Decreased-519 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $962K | 0.3%Prev: 0.3% | 12,134 SH | Decreased-102 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $419K | 0.1%Prev: 0.1% | 5,430 SH | Increased-982 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $21.0M | 6.3%Prev: 5.2% | 326,965 SH | Increased+29,110 SH |
| WALMART INC | COM | $204K | 0.1% | 1,642 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 |