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CIK 0001597484 • 4 13F filings • Aug 7, 2026 – Aug 7, 2026
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Past 4 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $739K | 0.8%Prev: 0.7% | 3,234 SH | Decreased+15 SH |
| ALPHABET INC | CAP STK CL C | $324K | 0.3%Prev: 0.3% | 1,031 SH | Increased |
| ALTRIA GROUP INC | COM | $2.2M | 2.3%Prev: 2.5% | 38,656 SH | Decreased+697 SH |
| AMAZON COM INC | COM | $1.9M | 1.9%Prev: 2.2% | 8,090 SH | Decreased-1,865 SH |
| APPLE INC | COM | $2.7M | 2.8%Prev: 2.6% | 10,118 SH | Increased-188 SH |
| AT&T INC | COM | $286K | 0.3%Prev: 0.4% | 11,524 SH | Decreased-1,766 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $249K | 0.3% | 495 SH | New |
| CHEVRON CORPORATION | COM | $459K | 0.5%Prev: 1.6% | 3,015 SH | Decreased-7,282 SH |
| CONSOLIDATED EDISON INC | COM | $248K | 0.3%Prev: 0.2% | 2,497 SH | Decreased+21 SH |
| DOMINION ENERGY INC | COM | $1.2M | 1.3% | 21,223 SH | New |
| DUKE ENERGY CORP NEW | COM NEW | $409K | 0.4%Prev: 0.4% | 3,491 SH | Decreased+30 SH |
| FRANKLIN RESOURCES INC | COM | $1.5M | 1.5% | 61,793 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $216K | 0.2%Prev: 0.2% | 730 SH | Increased+3 SH |
| ISHARES TR | CORE S&P MCP ETF | $979K | 1.0%Prev: 5.9% | 14,829 SH | Decreased-76,460 SH |
| ISHARES TR | CORE S&P SCP ETF | $6.3M | 6.4%Prev: 6.0% | 52,552 SH | Increased+1,641 SH |
| ISHARES TR | PFD AND INCM SEC | $374K | 0.4%Prev: 0.4% | 12,071 SH | Decreased-1,817 SH |
| ISHARES TR | SELECT DIVID ETF | $387K | 0.4%Prev: 0.4% | 2,740 SH | Decreased-222 SH |
| JPMORGAN CHASE & CO | COM | $344K | 0.4%Prev: 0.3% | 1,068 SH | Increased+5 SH |
| KLA CORP | COM NEW | $468K | 0.5%Prev: 0.4% | 385 SH | Increased-10 SH |
| LOCKHEED MARTIN CORP | COM | $260K | 0.3%Prev: 0.3% | 538 SH | Decreased+5 SH |
| MERCURY GENL CORP NEW | COM | $214K | 0.2% | 2,278 SH | New |
| OLD REP INTL CORP | COM | $969K | 1.0%Prev: 0.9% | 21,222 SH | Increased+68 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $241K | 0.2%Prev: 0.2% | 1,358 SH | Decreased |
| PFIZER INC | COM | $1.5M | 1.5%Prev: 1.0% | 60,712 SH | Increased+21,934 SH |
| PROCTER & GAMBLE CO | COM | $555K | 0.6%Prev: 0.8% | 3,869 SH | Decreased-1,653 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $478K | 0.5%Prev: 0.5% | 19,868 SH | Increased+419 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $29.7M | 30.2%Prev: 30.8% | 1,131,457 SH | Decreased-69,372 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $1.1M | 1.2%Prev: 1.1% | 38,554 SH | Increased+208 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $4.1M | 4.1%Prev: 4.0% | 151,166 SH | Increased+82 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $3.0M | 3.1%Prev: 3.0% | 100,849 SH | Increased-173 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $3.4M | 3.5%Prev: 3.3% | 119,153 SH | Increased+386 SH |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $224K | 0.2% | 1,556 SH | New |
| SELECT SECTOR SPDR TR | ST STR UTIL ETF | $786K | 0.8%Prev: 0.8% | 18,402 SH | Decreased+9,263 SH |
| SPDR GOLD TR | GOLD SHS | $236K | 0.2%Prev: 0.2% | 596 SH | Increased |
| UNIVERSAL CORP VA MTNS BK EN | COM | $308K | 0.3%Prev: 0.3% | 5,834 SH | Decreased+91 SH |
| VANECK ETF TRUST | PREFERRED SECURT | $289K | 0.3%Prev: 0.3% | 16,390 SH | Decreased-35 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $265K | 0.3%Prev: 0.3% | 792 SH | Increased |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $6.8M | 6.9%Prev: 6.4% | 30,749 SH | Increased+912 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $1.6M | 1.7%Prev: 5.2% | 11,446 SH | Decreased-25,792 SH |
| VANGUARD WORLD FD | INF TECH ETF | $11.6M | 11.8%Prev: 12.4% | 15,329 SH | Decreased-1,299 SH |
| VERIZON COMMUNICATIONS INC | COM | $1.9M | 1.9%Prev: 1.9% | 46,328 SH | Decreased+1,848 SH |
| WALMART INC | COM | $270K | 0.3%Prev: 0.2% | 2,421 SH | Increased |
| WORLD GOLD TR | SPDR GLD MINIS | $7.0M | 7.2% | 82,335 SH | New |
| 13F-HR |
| 0001754960-26-000703 |
| $115.4M |
| View |
| Aug 7, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000702 | $100.0M | View |