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CIK 0001552999 • 7 13F filings • Apr 17, 2025 – Oct 20, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $717K | 0.2%Prev: 0.2% | 2,741 SH | Increased |
| ALPHABET INC | CAP STK CL A | $3.7M | 1.0%Prev: 0.8% | 10,885 SH | Increased-157 SH |
| ALPHABET INC | CAP STK CL C | $2.5M | 0.7%Prev: 0.6% | 7,287 SH | Increased-279 SH |
| AMAZON COM INC | COM | $1.2M | 0.3%Prev: 0.3% | 4,680 SH | Increased-58 SH |
| AMGEN INC | COM | $289K | 0.1% | 686 SH | New |
| APPLE INC | COM | $3.2M | 0.9%Prev: 0.8% | 9,556 SH | Increased-281 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.3M | 0.4%Prev: 0.4% | 2,637 SH | Decreased-56 SH |
| BROADCOM INC | COM | $210K | 0.1%Prev: 0.1% | 597 SH | Decreased-91 SH |
| CISCO SYS INC | COM | $427K | 0.1%Prev: 0.1% | 3,966 SH | Increased |
| COSTCO WHOLESALE CORPORATION | COM | $230K | 0.1% | 253 SH | New |
| DANAHER CORP DEL | COM | $214K | 0.1% | 967 SH | New |
| ELI LILLY & CO | COM | $4.5M | 1.2%Prev: 0.9% | 3,846 SH | Increased-58 SH |
| EMERSON ELEC CO | COM | $299K | 0.1%Prev: 0.1% | 1,931 SH | Increased |
| ETF SER SOLUTIONS | DEFIANCE SPACE A | $880K | 0.2% | 10,345 SH | New |
| EXXONMOBIL HOLDINGS CORP | COM SHS | $332K | 0.1% | 2,039 SH | New |
| GENERAL DYNAMICS CORP | COM | $232K | 0.1%Prev: 0.1% | 700 SH | Decreased |
| GRAYSCALE BITCOIN MINI TR ET | SHS NEW | $215K | 0.1% | 5,813 SH | New |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $9.0M | 2.5%Prev: 2.6% | 29,431 SH | Increased-4,454 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $737K | 0.2%Prev: 0.3% | 3,542 SH | Decreased-1,981 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1.0M | 0.3%Prev: 0.3% | 1,363 SH | Increased-11 SH |
| ISHARES INC | CORE MSCI EMKT | $219K | 0.1% | 2,703 SH | New |
| ISHARES TR | CORE S&P TTL STK | $373K | 0.1%Prev: 0.1% | 2,246 SH | Increased-308 SH |
| ISHARES TR | CORE S&P500 ETF | $358K | 0.1%Prev: 0.1% | 468 SH | Increased |
| ISHARES TR | MSCI EAFE ETF | $45.1M | 12.4%Prev: 13.0% | 434,124 SH | Increased-21,583 SH |
| ISHARES TR | MSCI EMG MKT ETF | $12.3M | 3.4%Prev: 3.8% | 184,637 SH | Increased-45,700 SH |
| ISHARES TR | RUS 1000 VAL ETF | $576K | 0.2%Prev: 0.1% | 2,322 SH | Increased |
| ISHARES TR | RUS MID CAP ETF | $2.9M | 0.8%Prev: 0.8% | 26,956 SH | Increased |
| ISHARES TR | U.S. TECH ETF | $692K | 0.2%Prev: 0.2% | 2,612 SH | Increased |
| JOHNSON & JOHNSON | COM | $3.4M | 0.9%Prev: 0.7% | 12,727 SH | Increased-299 SH |
| META PLATFORMS INC | CL A | $1.5M | 0.4%Prev: 0.4% | 2,007 SH | Increased+89 SH |
| MICROSOFT CORP | COM | $4.6M | 1.3%Prev: 1.4% | 8,963 SH | Decreased-5 SH |
| NVIDIA CORPORATION | COM | $4.2M | 1.1%Prev: 1.1% | 18,256 SH | Increased-1,499 SH |
| PROCTER & GAMBLE CO | COM | $283K | 0.1% | 1,948 SH | New |
| PROSHARES TR | S&P 500 DV ARIST | $680K | 0.2%Prev: 0.2% | 12,576 SH | Increased+6,679 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $177.4M | 48.7%Prev: 47.8% | 6,053,912 SH | Increased-34,447 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $229K | 0.1%Prev: 0.1% | 6,743 SH | Increased-262 SH |
| SELECT SECTOR SPDR TR | ST STR STAPL ETF | $308K | 0.1% | 3,824 SH | New |
| SPDR GOLD TR | GOLD SHS | $211K | 0.1% | 554 SH | New |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL SILVER | $204K | 0.1% | 10,541 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $932K | 0.3% | 1,222 SH | New |
| TESLA INC | COM | $305K | 0.1%Prev: 0.1% | 860 SH | Decreased-51 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $1.8M | 0.5%Prev: 0.5% | 24,521 SH | Increased+2,733 SH |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $1.6M | 0.4%Prev: 0.5% | 25,564 SH | Increased+2,945 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $3.8M | 1.0%Prev: 1.1% | 49,468 SH | Increased+4,760 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $5.7M | 1.6%Prev: 1.8% | 81,507 SH | Decreased+901 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $4.0M | 1.1%Prev: 1.2% | 85,906 SH | Increased+8,988 SH |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | $342K | 0.1% | 4,366 SH | New |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | $23.3M | 6.4% | 62,212 SH | New |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | $425K | 0.1% | 1,968 SH | New |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $7.3M | 2.0%Prev: 1.9% | 123,408 SH | Increased+7,120 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $2.7M | 0.7%Prev: 0.8% | 17,105 SH | Increased-1,034 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $611K | 0.2%Prev: 0.2% | 12,904 SH | Decreased |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $983K | 0.3%Prev: 0.3% | 22,144 SH | Increased+2,185 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $998K | 0.3%Prev: 0.3% | 12,925 SH | Increased+971 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $439K | 0.1%Prev: 0.1% | 5,164 SH | Increased+386 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $22.6M | 6.2%Prev: 5.6% | 320,237 SH | Increased+14,452 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 |