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CIK 0001913467 • 7 13F filings • Apr 30, 2025 – Oct 20, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $4.2M | 2.8% | 28,823 SH | |
| ABBVIE INC | COM | $3.5M | 2.3% | 16,776 SH | |
| ALPHABET INC | CAP STK CL C | $287K | 0.2% | 1,834 SH | |
| AMAZON COM INC | COM | $460K | 0.3% | 2,420 SH | |
| AMGEN INC | COM | $405K | 0.3% | 1,301 SH | |
| APPLE INC | COM | $2.3M | 1.5% | 10,197 SH | |
| AT&T INC | COM | $2.7M | 1.8% | 94,030 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $16.4M | 10.8% | 30,750 SH | |
| BOEING CO | COM | $570K | 0.4% | 3,340 SH | |
| BRISTOL-MYERS SQUIBB CO | COM | $268K | 0.2% | 4,396 SH | |
| CAPITAL GRP FIXED INCM ETF T | SHORT DURATION M | $247K | 0.2% | 9,500 SH | |
| CATERPILLAR INC | COM | $589K | 0.4% | 1,786 SH | |
| CHEVRON CORP NEW | COM | $367K | 0.2% | 2,197 SH | |
| CHUBB LIMITED | COM | $1.3M | 0.9% | 4,288 SH | |
| CISCO SYS INC | COM | $525K | 0.3% | 8,512 SH | |
| COLUMBIA ETF TR I | MULTI SEC MUNI | $684K | 0.5% | 33,964 SH | |
| CONSTELLATION ENERGY CORP | COM | $743K | 0.5% | 3,687 SH | |
| COSTCO WHSL CORP NEW | COM | $13.6M | 9.0% | 14,359 SH | |
| CSX CORP | COM | $636K | 0.4% | 21,600 SH | |
| DAVIS FUNDAMENTAL ETF TR | SELCT INTL ETF | $1.4M | 0.9% | 58,500 SH | |
| ELI LILLY & CO | COM | $394K | 0.3% | 477 SH | |
| EXELON CORP | COM | $708K | 0.5% | 15,358 SH | |
| EXPEDITORS INTL WASH INC | COM | $3.9M | 2.6% | 32,152 SH | |
| EXXON MOBIL CORP | COM | $1.7M | 1.1% | 14,574 SH | |
| FEDEX CORP | COM | $808K | 0.5% | 3,316 SH | |
| GE AEROSPACE | COM NEW | $2.3M | 1.5% | 11,315 SH | |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | $358K | 0.2% | 4,432 SH | |
| GE VERNOVA INC | COM | $702K | 0.5% | 2,300 SH | |
| GILEAD SCIENCES INC | COM | $1.1M | 0.8% | 10,198 SH | |
| GUINNESS ATKINSON FDS | SMARTETFS ASIA | $214K | 0.1% | 13,900 SH | |
| GUINNESS ATKINSON FDS | SMARTETFS DIVID | $480K | 0.3% | 16,428 SH | |
| GUINNESS ATKINSON FDS | SUSTNBL ENRGY II | $237K | 0.2% | 10,102 SH | |
| HOME DEPOT INC | COM | $1.7M | 1.1% | 4,675 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $467K | 0.3% | 1,880 SH | |
| INVESTMENT MANAGERS SER TR I | FPA GBL EQTY ETF | $288K | 0.2% | 9,600 SH | |
| JOHNSON & JOHNSON | COM | $3.8M | 2.5% | 23,049 SH | |
| JPMORGAN CHASE & CO. | COM | $347K | 0.2% | 1,414 SH | |
| KROGER CO | COM | $2.0M | 1.3% | 29,953 SH | |
| LOWES COS INC | COM | $749K | 0.5% | 3,212 SH | |
| MASTERCARD INCORPORATED | CL A | $397K | 0.3% | 725 SH | |
| MCDONALDS CORP | COM | $1.3M | 0.9% | 4,118 SH | |
| MEDTRONIC PLC | SHS | $1.2M | 0.8% | 13,381 SH | |
| MICROSOFT CORP | COM | $36.2M | 24.0% | 96,363 SH | |
| MICROVISION INC DEL | COM NEW | $76K | 0.1% | 61,638 SH | |
| MONDELEZ INTL INC | CL A | $371K | 0.2% | 5,463 SH | |
| NIKE INC | CL B | $219K | 0.1% | 3,450 SH | |
| NOVO-NORDISK A S | ADR | $1.3M | 0.9% | 19,050 SH | |
| NUCOR CORP | COM | $5.9M | 3.9% | 49,237 SH | |
| NVIDIA CORPORATION | COM | $1.9M | 1.2% | 17,300 SH | |
| PACCAR INC | COM | $3.3M | 2.2% | 33,742 SH | |
| PFIZER INC | COM | $291K | 0.2% | 11,475 SH | |
| PROCTER AND GAMBLE CO | COM | $6.5M | 4.3% | 38,152 SH | |
| QUALCOMM INC | COM | $507K | 0.3% | 3,298 SH | |
| SOLVENTUM CORP | COM SHS | $503K | 0.3% | 6,614 SH | |
| STARBUCKS CORP | COM | $2.3M | 1.6% | 23,955 SH | |
| US BANCORP DEL | COM NEW | $4.2M | 2.8% | 100,629 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $385K | 0.3% | 750 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $4.8M | 3.2% | 17,473 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $315K | 0.2% | 1,623 SH | |
| VERIZON COMMUNICATIONS INC | COM | $258K | 0.2% | 5,685 SH | |
| WAFD INC | COM | $251K | 0.2% | 8,770 SH | |
| WASTE MGMT INC DEL | COM | $4.5M | 3.0% | 19,582 SH | |
| WELLS FARGO CO NEW | COM | $522K | 0.3% | 7,275 SH |
| 13F-HR |
| 0001398344-25-019840 |
| $158.1M |
| View |
| Jul 31, 2026 | Q2 2026 | 13F-HR | 0001398344-26-013229 | $158.8M | View |
| Jul 23, 2025 | Q2 2025 | 13F-HR | 0001398344-25-013651 | $155.2M | View |
| May 1, 2026 | Q1 2026 | 13F-HR | 0001398344-26-007982 | $149.8M | View |
| Apr 30, 2025 | Q1 2025 | 13F-HR | 0001398344-25-008109 | $151.0M | View |