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CIK 0001926344 • 4 13F filings • May 15, 2025 – Jan 12, 2026
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Past 4 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $560K | 0.2%Prev: 0.2% | 2,426 SH | Decreased-172 SH |
| AMERICAN ELEC PWR CO INC | COM | $884K | 0.3%Prev: 0.3% | 7,664 SH | Increased+34 SH |
| AMGEN INC | COM | $244K | 0.1%Prev: 0.1% | 745 SH | Increased+1 SH |
| APPLE INC | COM | $3.0M | 0.9%Prev: 0.4% | 17,454 SH | Increased+12,754 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $58.3M | 16.8%Prev: 22.2% | 115,942 SH | Decreased-22,993 SH |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $70.6M | 20.3%Prev: 18.2% | 1,337,104 SH | Increased+264,110 SH |
| BROADCOM INC | COM | $252K | 0.1%Prev: 0.1% | 729 SH | Increased+56 SH |
| CATALYST PHARMACEUTICALS INC | COM | $280K | 0.1%Prev: 0.1% | 12,000 SH | Increased-2,000 SH |
| CHEVRON CORP NEW | COM | $582K | 0.2%Prev: 0.2% | 3,816 SH | Decreased+20 SH |
| CISCO SYS INC | COM | $261K | 0.1%Prev: 0.1% | 3,394 SH | Increased+2 SH |
| CITY HLDG CO | COM | $1.5M | 0.4%Prev: 0.5% | 12,278 SH | Decreased |
| DOMINION ENERGY INC | COM | $204K | 0.1%Prev: 0.1% | 3,488 SH | Decreased+3 SH |
| ELI LILLY & CO | COM | $393K | 0.1%Prev: 0.1% | 366 SH | Increased+4 SH |
| EXXON MOBIL CORP | COM | $250K | 0.1%Prev: 0.1% | 2,079 SH | Increased |
| GOLDMAN SACHS GROUP INC | COM | $278K | 0.1%Prev: 0.1% | 316 SH | Increased |
| INTERNATIONAL BUSINESS MACHS | COM | $342K | 0.1%Prev: 0.1% | 1,155 SH | Increased+1 SH |
| ISHARES TR | CORE US AGGBD ET | $250K | 0.1%Prev: 0.1% | 2,500 SH | Decreased |
| ISHARES TR | RUSSELL 3000 ETF | $203K | 0.1% | 525 SH | New |
| JOHNSON & JOHNSON | COM | $301K | 0.1%Prev: 0.1% | 1,454 SH | Increased |
| JPMORGAN CHASE & CO. | COM | $573K | 0.2%Prev: 0.2% | 1,777 SH | Increased |
| LAMAR ADVERTISING CO NEW | CL A | $309K | 0.1%Prev: 0.1% | 2,442 SH | Increased |
| MASTERCARD INCORPORATED | CL A | $207K | 0.1%Prev: 0.1% | 362 SH | Increased |
| MERCK & CO INC | COM | $283K | 0.1%Prev: 0.1% | 2,691 SH | Increased+2 SH |
| META PLATFORMS INC | CL A | $316K | 0.1%Prev: 0.1% | 478 SH | Decreased-83 SH |
| MICRON TECHNOLOGY INC | COM | $221K | 0.1% | 774 SH | New |
| MICROSOFT CORP | COM | $477K | 0.1%Prev: 0.2% | 987 SH | Decreased+51 SH |
| NVIDIA CORPORATION | COM | $1.0M | 0.3%Prev: 0.3% | 5,482 SH | Decreased-357 SH |
| OCUGEN INC | COM | $135K | 0.0%Prev: 0.1% | 100,000 SH | Decreased-40,000 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $242K | 0.1%Prev: 0.1% | 1,360 SH | Decreased-105 SH |
| SPDR GOLD TR | GOLD SHS | $1.2M | 0.3%Prev: 0.4% | 2,957 SH | Decreased-1,012 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $43.5M | 12.5%Prev: 12.0% | 63,811 SH | Increased+7,304 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $30.2M | 8.7% | 217,246 SH | New |
| UNITEDHEALTH GROUP INC | COM | $287K | 0.1%Prev: 0.1% | 869 SH | Decreased |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $285K | 0.1%Prev: 0.1% | 3,848 SH | Decreased+2 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $224K | 0.1%Prev: 0.1% | 460 SH | Increased-6 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $19.9M | 5.7%Prev: 6.5% | 31,723 SH | Decreased-1,746 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $42.5M | 12.2%Prev: 8.4% | 126,778 SH | Increased+46,180 SH |
| VANGUARD INDEX FDS | VALUE ETF | $10.6M | 3.1%Prev: 3.3% | 55,738 SH | Increased-547 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $30.3M | 8.7%Prev: 8.0% | 412,046 SH | Increased+59,617 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $25.9M | 7.5%Prev: 6.3% | 183,744 SH | Increased+41,122 SH |
| 13F-HR |
| 0001085146-25-004791 |
| $236.8M |
| View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001085146-25-003280 | $172.6M | View |