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CIK 0001279708 • 2 13F filings • Apr 14, 2025 – Aug 6, 2025
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $8K | 3.8%Prev: 4.3% | 67,196 SH | Decreased |
| ABBVIE INC | COM | $9K | 3.9%Prev: 4.2% | 38,102 SH | Decreased |
| ALPHA ARCHITECT U.S. QUANTITAT | COM | $12K | 5.3%Prev: 5.3% | 241,365 SH | Increased-10 SH |
| ALPHABET INC CLASS A | COM | $18K | 8.1%Prev: 7.2% | 57,455 SH | Increased-4,518 SH |
| ALPHABET INC CLASS CLASS C | COM | $23K | 10.4%Prev: 8.6% | 73,993 SH | Increased-250 SH |
| AMAZON.COM INC | COM | $230 | 0.1%Prev: 0.1% | 1,000 SH | Increased |
| APPLE INC | COM | $13K | 5.8%Prev: 6.3% | 47,157 SH | Decreased-5,000 SH |
| BERKSHIRE HATHAWAY CLASS B | COM | $25K | 11.5%Prev: 12.4% | 50,707 SH | Decreased-1,065 SH |
| CISCO SYS INC | COM | $7K | 3.1%Prev: 3.0% | 90,019 SH | Increased-1,325 SH |
| CROWDSTRIKE HLDGS INC CLASS CL | COM | $262 | 0.1%Prev: 0.1% | 561 SH | Decreased |
| DIREXION DAILY AAPL BEAR 1X SH | COM | $131 | 0.1%Prev: 0.1% | 10,000 SH | Decreased |
| GLOBAL X MLP & ENERGY INFRASTR | COM | $6K | 2.7%Prev: 3.0% | 99,252 SH | Decreased+15 SH |
| HOME DEPOT INC | COM | $218 | 0.1%Prev: 0.1% | 636 SH | Decreased |
| HOWARD HUGHES HLDGS INC | COM | $939 | 0.4%Prev: 0.6% | 11,777 SH | Decreased-2,650 SH |
| KKR & CO INC | COM | $6K | 2.7%Prev: 3.0% | 46,380 SH | Decreased-2,000 SH |
| LOCKHEED MARTIN CORP | COM | $6K | 2.5%Prev: 2.8% | 11,687 SH | Decreased+47 SH |
| MATTHEWS EMERGING MARKETS EX C | COM | $5K | 2.1%Prev: 2.1% | 126,040 SH | Increased+200 SH |
| MICRON TECHNOLOGY INC | COM | $333 | 0.1% | 1,170 SH | New |
| MICROSOFT CORP | COM | $13K | 5.7%Prev: 6.5% | 26,387 SH | Decreased-10 SH |
| PUT STATE STREET SPDR S& $600 | PUT | $575 | 0.3% | 1,500 SH | New |
| ROYALTY PHARMA PLC F CLASS A | COM | $5K | 2.2%Prev: 2.1% | 127,640 SH | Increased |
| ROYCE SMALL CAP TRUST CF | COM | $3K | 1.3%Prev: 1.5% | 180,126 SH | Decreased-10,957 SH |
| SCHWAB FUNDAMENTAL INTERNATION | COM | $1K | 0.5%Prev: 0.5% | 23,846 SH | Increased+68 SH |
| SPDR GOLD SHARES | UIUS | $19K | 8.5%Prev: 8.1% | 47,693 SH | Increased-110 SH |
| SPROTT PHYSGLD TRST | COM | $396 | 0.2%Prev: 0.2% | 12,000 SH | Increased |
| SPROTT PHYSICAL SILVER E | COM | $6K | 2.7%Prev: 1.9% | 251,960 SH | Increased |
| SPROTT URANIUM MINERS ETF | COM | $5K | 2.1%Prev: 2.5% | 86,304 SH | Decreased |
| TESLA INC | COM | $9K | 3.9%Prev: 4.0% | 19,140 SH | Increased |
| VANECK GOLD MINERS ETF | UIUS | $20K | 8.8%Prev: 8.3% | 227,866 SH | Increased-1,224 SH |
| WISDOMTREE U.S. QUALITY DIVIDE | COM | $2K | 1.1%Prev: 1.2% | 27,360 SH | Decreased-575 SH |
| 13F-HR |
| 0001279708-26-000009 |
| $228K |
| View |
| Aug 6, 2025 | Q2 2025 | 13F-HR | 0001279708-25-000004 | $186K | View |
| Sep 10, 2026 | Q1 2026 | 13F-HR | 0001279708-26-000008 | $221K | View |
| Apr 14, 2025 | Q1 2025 | 13F-HR | 0001279708-25-000002 | $210K | View |