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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 | $690K | 0.2%Prev: 0.2% | 2,741 SH | Increased |
| ALPHABET INC | CAP STK CL A | $3.9M | 1.1%Prev: 0.6% | 10,875 SH | Increased-630 SH |
| ALPHABET INC | CAP STK CL C | $2.6M | 0.7%Prev: 0.4% | 7,287 SH | Increased-637 SH |
| AMAZON COM INC | COM | $1.1M | 0.3%Prev: 0.3% | 4,692 SH | Increased-63 SH |
| AMGEN INC | COM | $248K | 0.1% | 686 SH | New |
| APPLE INC | COM | $2.8M | 0.8%Prev: 0.6% | 9,583 SH | Increased-140 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.4M | 0.4%Prev: 0.4% | 2,731 SH | Increased+21 SH |
| BROADCOM INC | COM | $226K | 0.1%Prev: 0.1% | 597 SH | Decreased-278 SH |
| CISCO SYS INC | COM | $466K | 0.1%Prev: 0.1% | 3,966 SH | Increased |
| COSTCO WHOLESALE CORPORATION | COM | $236K | 0.1% | 253 SH | New |
| ELI LILLY & CO | COM | $4.7M | 1.3%Prev: 0.9% | 3,878 SH | Increased-64 SH |
| EMERSON ELEC CO | COM | $276K | 0.1%Prev: 0.1% | 1,931 SH | Increased |
| ETF SER SOLUTIONS | DEFIANCE SPACE A | $983K | 0.3% | 10,345 SH | New |
| EXXON MOBIL CORP | COM | $290K | 0.1%Prev: 0.1% | 2,123 SH | Increased+9 SH |
| GENERAL DYNAMICS CORP | COM | $248K | 0.1%Prev: 0.1% | 700 SH | Increased |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $8.9M | 2.5% | 29,465 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $754K | 0.2%Prev: 2.0% | 3,542 SH | Decreased-32,179 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1.0M | 0.3%Prev: 0.6% | 1,363 SH | Decreased-2,230 SH |
| ISHARES INC | CORE MSCI EMKT | $224K | 0.1% | 2,703 SH | New |
| ISHARES TR | CORE S&P TTL STK | $369K | 0.1%Prev: 0.1% | 2,246 SH | Increased-340 SH |
| ISHARES TR | CORE S&P500 ETF | $350K | 0.1%Prev: 0.1% | 468 SH | Increased |
| ISHARES TR | MSCI EAFE ETF | $45.1M | 12.5%Prev: 13.4% | 434,456 SH | Increased-56,970 SH |
| ISHARES TR | MSCI EMG MKT ETF | $12.6M | 3.5%Prev: 3.8% | 184,637 SH | Increased-70,237 SH |
| ISHARES TR | RUS 1000 VAL ETF | $563K | 0.2%Prev: 0.1% | 2,322 SH | Increased |
| ISHARES TR | RUS MID CAP ETF | $3.0M | 0.8%Prev: 0.8% | 26,956 SH | Increased |
| ISHARES TR | U.S. TECH ETF | $659K | 0.2%Prev: 0.1% | 2,612 SH | Increased |
| JOHNSON & JOHNSON | COM | $3.3M | 0.9%Prev: 0.6% | 12,860 SH | Increased-410 SH |
| META PLATFORMS INC | CL A | $1.1M | 0.3%Prev: 0.4% | 2,011 SH | Decreased+51 SH |
| MICROSOFT CORP | COM | $3.3M | 0.9%Prev: 1.4% | 8,968 SH | Decreased-159 SH |
| NVIDIA CORPORATION | COM | $3.7M | 1.0%Prev: 1.0% | 18,270 SH | Increased-2,164 SH |
| PROCTER & GAMBLE CO | COM | $286K | 0.1% | 1,948 SH | New |
| PROSHARES TR | S&P 500 DV ARIST | $706K | 0.2%Prev: 0.2% | 12,576 SH | Increased+7,286 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $175.7M | 48.7%Prev: 44.0% | 6,067,895 SH | Increased+20,736 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $249K | 0.1% | 6,743 SH | New |
| SELECT SECTOR SPDR TR | ST STR STAPL ETF | $318K | 0.1% | 3,824 SH | New |
| SPDR GOLD TR | GOLD SHS | $204K | 0.1% | 554 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $913K | 0.3% | 1,222 SH | New |
| TESLA INC | COM | $362K | 0.1%Prev: 0.1% | 860 SH | Increased-85 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $1.9M | 0.5%Prev: 0.5% | 24,293 SH | Increased+3,032 SH |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $1.7M | 0.5%Prev: 0.5% | 25,264 SH | Increased+3,486 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $3.8M | 1.1%Prev: 1.0% | 49,103 SH | Increased+5,605 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $6.0M | 1.7%Prev: 1.8% | 81,386 SH | Increased+3,083 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $4.1M | 1.1%Prev: 1.1% | 85,149 SH | Increased+11,069 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $352K | 0.1%Prev: 0.1% | 4,366 SH | Increased+3,140 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $23.0M | 6.4%Prev: 6.5% | 62,250 SH | Increased-8,067 SH |
| VANGUARD INDEX FDS | VALUE ETF | $429K | 0.1%Prev: 0.1% | 1,968 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $7.4M | 2.0%Prev: 1.7% | 123,457 SH | Increased+7,786 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $2.7M | 0.7%Prev: 0.8% | 17,105 SH | Increased-2,553 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $653K | 0.2%Prev: 6.6% | 12,904 SH | Decreased-429,593 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $1.0M | 0.3%Prev: 0.3% | 22,023 SH | Increased+1,613 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $1.0M | 0.3%Prev: 0.3% | 12,836 SH | Increased+656 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $441K | 0.1%Prev: 0.1% | 5,162 SH | Increased-528 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $22.8M | 6.3%Prev: 5.2% | 320,380 SH | Increased+22,334 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 |