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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 | $3.6M | 2.3%Prev: 2.0% | 22,236 SH | Increased+903 SH |
| ABBVIE INC | COM | $3.6M | 2.3%Prev: 2.3% | 15,676 SH | Decreased+400 SH |
| ALPHABET INC | CAP STK CL C | $607K | 0.4%Prev: 0.5% | 1,934 SH | Decreased-333 SH |
| AMAZON COM INC | COM | $443K | 0.3%Prev: 0.3% | 1,920 SH | Decreased-383 SH |
| AMGEN INC | COM | $439K | 0.3%Prev: 0.3% | 1,340 SH | Decreased-8 SH |
| APPLE INC | COM | $2.2M | 1.4%Prev: 1.5% | 8,044 SH | Decreased+531 SH |
| AT&T INC | COM | $1.7M | 1.1%Prev: 0.9% | 69,614 SH | Increased+5,991 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $14.2M | 9.1%Prev: 8.2% | 28,195 SH | Increased+105 SH |
| BOEING CO | COM | $758K | 0.5%Prev: 0.4% | 3,490 SH | Increased-155 SH |
| BRISTOL-MYERS SQUIBB CO | COM | $246K | 0.2%Prev: 0.2% | 4,555 SH | Decreased-37 SH |
| CAPITAL GRP FIXED INCM ETF T | SHORT DURATION M | $303K | 0.2% | 11,500 SH | New |
| CATERPILLAR INC | COM | $1.0M | 0.7%Prev: 0.8% | 1,788 SH | Decreased+134 SH |
| CHEVRON CORP NEW | COM | $305K | 0.2% | 2,002 SH | New |
| CHUBB LIMITED | COM | $1.2M | 0.8%Prev: 0.7% | 3,868 SH | Decreased+100 SH |
| CISCO SYS INC | COM | $657K | 0.4%Prev: 0.5% | 8,528 SH | Decreased+512 SH |
| COLUMBIA ETF TR I | MULTI SEC MUNI | $749K | 0.5%Prev: 0.4% | 36,340 SH | Increased |
| CONSTELLATION ENERGY CORP | COM | $1.1M | 0.7%Prev: 0.4% | 3,039 SH | Increased+246 SH |
| COSTCO WHSL CORP NEW | COM | $11.4M | 7.3% | 13,207 SH | New |
| CSX CORP | COM | $783K | 0.5%Prev: 0.6% | 21,600 SH | Decreased |
| DAVIS FUNDAMENTAL ETF TR | SELCT INTL ETF | $1.6M | 1.0%Prev: 0.8% | 54,500 SH | Increased+2,750 SH |
| ELI LILLY & CO | COM | $550K | 0.4%Prev: 0.4% | 512 SH | Decreased-10 SH |
| EXELON CORP | COM | $604K | 0.4%Prev: 0.3% | 13,858 SH | Increased+1,683 SH |
| EXPEDITORS INTL WASH INC | COM | $4.6M | 2.9%Prev: 3.2% | 30,903 SH | Decreased+871 SH |
| EXXON MOBIL CORP | COM | $1.6M | 1.0% | 13,585 SH | New |
| FEDEX CORP | COM | $872K | 0.6%Prev: 0.5% | 3,018 SH | Increased+128 SH |
| GE AEROSPACE | COM NEW | $3.5M | 2.2%Prev: 2.0% | 11,303 SH | Decreased+93 SH |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | $361K | 0.2%Prev: 0.2% | 4,397 SH | Increased+397 SH |
| GE VERNOVA INC | COM | $1.4M | 0.9%Prev: 1.1% | 2,175 SH | Decreased+150 SH |
| GILEAD SCIENCES INC | COM | $1.1M | 0.7%Prev: 0.8% | 9,100 SH | Decreased+359 SH |
| GUINNESS ATKINSON FDS | ASIA PACIFIC DIV | $227K | 0.1% | 12,500 SH | New |
| GUINNESS ATKINSON FDS | DIVIDEND BUILDER | $464K | 0.3% | 15,000 SH | New |
| GUINNESS ATKINSON FDS | SUSTAINABLE ENER | $272K | 0.2% | 8,802 SH | New |
| HOME DEPOT INC | COM | $1.5M | 1.0%Prev: 0.7% | 4,475 SH | Increased+100 SH |
| INVESTMENT MANAGERS SER TR I | AXS KNOWLEDGE LE | $233K | 0.1% | 4,550 SH | New |
| INVESTMENT MANAGERS SER TR I | FPA GBL EQTY ETF | $356K | 0.2%Prev: 0.3% | 9,600 SH | Decreased-1,000 SH |
| JOHNSON & JOHNSON | COM | $4.5M | 2.9%Prev: 3.3% | 21,789 SH | Decreased+388 SH |
| JPMORGAN CHASE & CO. | COM | $408K | 0.3% | 1,266 SH | New |
| KROGER CO | COM | $1.7M | 1.1%Prev: 0.9% | 27,758 SH | Increased+1,725 SH |
| LOWES COS INC | COM | $775K | 0.5%Prev: 0.3% | 3,212 SH | Increased |
| MCDONALDS CORP | COM | $1.3M | 0.8%Prev: 0.5% | 4,118 SH | Increased+245 SH |
| MEDTRONIC PLC | SHS | $1.1M | 0.7%Prev: 0.5% | 11,953 SH | Increased+1,048 SH |
| MICROSOFT CORP | COM | $41.1M | 26.3%Prev: 24.8% | 84,998 SH | Decreased+2,285 SH |
| MICROVISION INC DEL | COM NEW | $85K | 0.1% | 102,638 SH | New |
| MONDELEZ INTL INC | CL A | $306K | 0.2%Prev: 0.2% | 5,678 SH | Decreased-635 SH |
| NOVO-NORDISK A S | ADR | $880K | 0.6%Prev: 0.3% | 17,300 SH | Increased+1,950 SH |
| NUCOR CORP | COM | $7.6M | 4.9%Prev: 6.1% | 46,677 SH | Decreased+1,803 SH |
| NVIDIA CORPORATION | COM | $2.2M | 1.4%Prev: 1.5% | 11,690 SH | Decreased+200 SH |
| PACCAR INC | COM | $3.7M | 2.4%Prev: 2.2% | 34,053 SH | Decreased-936 SH |
| PFIZER INC | COM | $251K | 0.2%Prev: 0.2% | 10,086 SH | Decreased-941 SH |
| PROCTER AND GAMBLE CO | COM | $5.4M | 3.4% | 37,484 SH | New |
| QUALCOMM INC | COM | $514K | 0.3%Prev: 0.3% | 3,004 SH | Decreased-6 SH |
| SOLVENTUM CORP | COM SHS | $387K | 0.2% | 4,878 SH | New |
| STARBUCKS CORP | COM | $1.8M | 1.1%Prev: 1.2% | 21,245 SH | Decreased+269 SH |
| TESLA INC | COM | $340K | 0.2%Prev: 0.2% | 755 SH | Increased+5 SH |
| US BANCORP DEL | COM NEW | $5.0M | 3.2% | 93,173 SH | New |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | $331K | 0.2%Prev: 0.2% | 1,614 SH | Decreased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $818K | 0.5%Prev: 0.3% | 1,305 SH | Increased+486 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $5.9M | 3.7% | 17,473 SH | New |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $525K | 0.3%Prev: 1.0% | 2,388 SH | Decreased-4,908 SH |
| WAFD INC | COM | $248K | 0.2% | 7,750 SH | New |
| WASTE MGMT INC DEL | COM | $4.0M | 2.6%Prev: 2.1% | 18,335 SH | Increased+608 SH |
| WELLS FARGO CO NEW | COM | $701K | 0.4% | 7,525 SH | New |
| 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 |