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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 | $3.2M | 2.1%Prev: 2.8% | 22,142 SH | Decreased-6,681 SH |
| ABBVIE INC | COM | $3.4M | 2.3%Prev: 2.3% | 15,676 SH | Decreased-1,100 SH |
| ACHIEVE LIFE SCIENCE INC | COM | $327K | 0.2% | 111,101 SH | New |
| ALPHABET INC | CAP STK CL C | $555K | 0.4%Prev: 0.2% | 1,934 SH | Increased+100 SH |
| AMAZON COM INC | COM | $458K | 0.3%Prev: 0.3% | 2,200 SH | Decreased-220 SH |
| AMGEN INC | COM | $472K | 0.3%Prev: 0.3% | 1,343 SH | Increased+42 SH |
| APPLE INC | COM | $2.0M | 1.3%Prev: 1.5% | 7,944 SH | Decreased-2,253 SH |
| AT&T INC | COM | $1.9M | 1.3%Prev: 1.8% | 66,316 SH | Decreased-27,714 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $13.5M | 9.0%Prev: 10.8% | 28,185 SH | Decreased-2,565 SH |
| BOEING CO | COM | $701K | 0.5%Prev: 0.4% | 3,520 SH | Increased+180 SH |
| BRISTOL-MYERS SQUIBB CO | COM | $276K | 0.2%Prev: 0.2% | 4,557 SH | Increased+161 SH |
| CAPITAL GRP FIXED INCM ETF T | SHORT DURATION M | $867K | 0.6%Prev: 0.2% | 33,000 SH | Increased+23,500 SH |
| CATERPILLAR INC | COM | $1.3M | 0.9%Prev: 0.4% | 1,803 SH | Increased+17 SH |
| CHEVRON CORPORATION | COM | $414K | 0.3% | 2,003 SH | New |
| CHUBB LTD SWITZ | COM | $1.2M | 0.8% | 3,768 SH | New |
| CISCO SYS INC | COM | $652K | 0.4%Prev: 0.3% | 8,409 SH | Increased-103 SH |
| COLUMBIA ETF TR I | MULTI SEC MUNI | $745K | 0.5%Prev: 0.5% | 36,340 SH | Increased+2,376 SH |
| CONSTELLATION ENERGY CORP | COM | $848K | 0.6%Prev: 0.5% | 3,036 SH | Increased-651 SH |
| COSTCO WHOLESALE CORPORATION | COM | $12.9M | 8.6% | 12,990 SH | New |
| CSX CORP | COM | $887K | 0.6%Prev: 0.4% | 21,600 SH | Increased |
| DAVIS FUNDAMENTAL ETF TR | SELCT INTL ETF | $1.4M | 1.0%Prev: 0.9% | 53,250 SH | Increased-5,250 SH |
| EA SERIES TRUST | FREEDOM 100 EM | $321K | 0.2% | 5,879 SH | New |
| ELI LILLY & CO | COM | $480K | 0.3%Prev: 0.3% | 522 SH | Increased+45 SH |
| EXELON CORP | COM | $667K | 0.4%Prev: 0.5% | 13,608 SH | Decreased-1,750 SH |
| EXPEDITORS INTL WASH INC | COM | $4.4M | 2.9%Prev: 2.6% | 30,763 SH | Increased-1,389 SH |
| EXXON MOBIL CORP | COM | $2.3M | 1.5%Prev: 1.1% | 13,577 SH | Increased-997 SH |
| FEDEX CORP | COM | $1.1M | 0.7%Prev: 0.5% | 3,039 SH | Increased-277 SH |
| GE AEROSPACE | COM NEW | $3.2M | 2.1%Prev: 1.5% | 11,190 SH | Increased-125 SH |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | $307K | 0.2%Prev: 0.2% | 4,310 SH | Decreased-122 SH |
| GE VERNOVA INC | COM | $1.8M | 1.2%Prev: 0.5% | 2,025 SH | Increased-275 SH |
| GILEAD SCIENCES INC | COM | $1.2M | 0.8%Prev: 0.8% | 8,839 SH | Increased-1,359 SH |
| GUINNESS ATKINSON FDS | DIVIDEND BUILDER | $455K | 0.3% | 15,000 SH | New |
| GUINNESS ATKINSON FDS | SUSTAINABLE ENER | $270K | 0.2% | 8,802 SH | New |
| HOME DEPOT INC | COM | $1.4M | 1.0%Prev: 1.1% | 4,375 SH | Decreased-300 SH |
| INVESTMENT MANAGERS SER TR I | AXS KNOWLEDGE LE | $237K | 0.2% | 4,550 SH | New |
| INVESTMENT MANAGERS SER TR I | FPA GBL EQTY ETF | $385K | 0.3%Prev: 0.2% | 10,600 SH | Increased+1,000 SH |
| JOHNSON & JOHNSON | COM | $5.3M | 3.5%Prev: 2.5% | 21,651 SH | Increased-1,398 SH |
| JPMORGAN CHASE & CO | COM | $373K | 0.2% | 1,266 SH | New |
| KROGER CO | COM | $2.0M | 1.3%Prev: 1.3% | 27,659 SH | Decreased-2,294 SH |
| LOWES COS INC | COM | $759K | 0.5%Prev: 0.5% | 3,212 SH | Increased |
| MCDONALDS CORP | COM | $1.2M | 0.8%Prev: 0.9% | 3,988 SH | Decreased-130 SH |
| MEDTRONIC PLC | SHS | $1.0M | 0.7%Prev: 0.8% | 11,860 SH | Decreased-1,521 SH |
| MICROSOFT CORP | COM | $31.3M | 20.9%Prev: 24.0% | 84,637 SH | Decreased-11,726 SH |
| MICROVISION INC DEL | COM NEW | $66K | 0.0%Prev: 0.1% | 102,638 SH | Decreased+41,000 SH |
| MONDELEZ INTL INC | CL A | $327K | 0.2%Prev: 0.2% | 5,678 SH | Decreased+215 SH |
| NOVO-NORDISK A S | ADR | $586K | 0.4%Prev: 0.9% | 15,950 SH | Decreased-3,100 SH |
| NUCOR CORP | COM | $7.9M | 5.3%Prev: 3.9% | 46,545 SH | Increased-2,692 SH |
| NVIDIA CORPORATION | COM | $2.0M | 1.4%Prev: 1.2% | 11,690 SH | Increased-5,610 SH |
| PACCAR INC | COM | $3.9M | 2.6%Prev: 2.2% | 33,950 SH | Increased+208 SH |
| PFIZER INC | COM | $283K | 0.2%Prev: 0.2% | 10,090 SH | Decreased-1,385 SH |
| PROCTER & GAMBLE CO | COM | $5.4M | 3.6% | 37,576 SH | New |
| QUALCOMM INC | COM | $387K | 0.3%Prev: 0.3% | 3,007 SH | Decreased-291 SH |
| RBB FUND TRUST | FIRST EAGLE OVER | $500K | 0.3% | 9,900 SH | New |
| SOLVENTUM CORP | COM SHS | $303K | 0.2%Prev: 0.3% | 4,643 SH | Decreased-1,971 SH |
| STARBUCKS CORP | COM | $1.9M | 1.3%Prev: 1.6% | 21,055 SH | Decreased-2,900 SH |
| TESLA INC | COM | $286K | 0.2% | 770 SH | New |
| US BANCORP | COM NEW | $4.7M | 3.1% | 89,900 SH | New |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | $329K | 0.2% | 1,614 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $813K | 0.5%Prev: 0.3% | 1,360 SH | Increased+610 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $5.6M | 3.7%Prev: 3.2% | 17,473 SH | Increased |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $578K | 0.4%Prev: 0.2% | 2,688 SH | Increased+1,065 SH |
| VERIZON COMMUNICATIONS INC | COM | $220K | 0.1%Prev: 0.2% | 4,382 SH | Decreased-1,303 SH |
| WAFD INC | COM | $236K | 0.2%Prev: 0.2% | 7,509 SH | Decreased-1,261 SH |
| WASTE MGMT INC DEL | COM | $4.2M | 2.8%Prev: 3.0% | 18,335 SH | Decreased-1,247 SH |
| WELLS FARGO & CO | COM | $583K | 0.4% | 7,325 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 |