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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 | $6K | 2.7%Prev: 4.9% | 67,919 SH | Decreased+383 SH |
| ABBVIE INC | COM | $10K | 4.2%Prev: 3.8% | 38,102 SH | Increased-150 SH |
| ALPHA ARCHITECT U.S. QUANTITAT | COM | $13K | 5.8% | 240,365 SH | New |
| ALPHABET INC CLASS A | COM | $19K | 8.2%Prev: 6.0% | 52,230 SH | Increased-11,243 SH |
| ALPHABET INC CLASS CLASS C | COM | $25K | 10.9% | 70,325 SH | New |
| AMAZON.COM INC | COM | $238 | 0.1%Prev: 0.1% | 1,000 SH | Increased |
| APPLE INC | COM | $14K | 6.0%Prev: 5.9% | 47,097 SH | Increased-5,904 SH |
| BERKSHIRE HATHAWAY CLASS B | COM | $25K | 11.1%Prev: 13.8% | 50,575 SH | Decreased-2,127 SH |
| CARIS LIFE SCIENCES INC | COM | $5K | 2.3% | 300,518 SH | New |
| CF INDS HLDGS INC | COM | $5K | 2.3% | 48,375 SH | New |
| CISCO SYS INC | COM | $11K | 4.6%Prev: 3.5% | 90,019 SH | Increased-3,925 SH |
| CROWDSTRIKE HLDGS INC CLASS CL | COM | $428 | 0.2% | 561 SH | New |
| DIREXION DAILY AAPL BEAR 1X SH | COM | $121 | 0.1% | 10,000 SH | New |
| GLOBAL X MLP & ENERGY INFRASTR | COM | $9K | 3.7%Prev: 3.4% | 115,872 SH | Increased+15,175 SH |
| HOME DEPOT INC | COM | $224 | 0.1%Prev: 0.1% | 636 SH | Decreased |
| INTEL CORP | COM | $342 | 0.2% | 2,455 SH | New |
| KKR & CO INC | COM | $4K | 1.8%Prev: 3.9% | 45,675 SH | Decreased-8,500 SH |
| LOCKHEED MARTIN CORP | COM | $6K | 2.6%Prev: 2.8% | 11,686 SH | Increased+341 SH |
| MATTHEWS EMERGING MARKETS EX C | COM | $6K | 2.8% | 126,030 SH | New |
| MICRON TECHNOLOGY INC | COM | $577 | 0.3% | 500 SH | New |
| MICROSOFT CORP | COM | $10K | 4.3%Prev: 7.3% | 26,282 SH | Decreased-890 SH |
| ROYALTY PHARMA PLC F CLASS A | COM | $7K | 3.1%Prev: 2.5% | 126,940 SH | Increased-4,385 SH |
| SCHWAB FUNDAMENTAL INTERNATION | COM | $1K | 0.6% | 23,846 SH | New |
| SPDR GOLD SHARES | UIUS | $17K | 7.7% | 47,353 SH | New |
| SPROTT PHYSGLD TRST | COM | $362 | 0.2% | 12,000 SH | New |
| SPROTT PHYSICAL SILVER E | COM | $5K | 2.1%Prev: 1.7% | 251,710 SH | Increased-1,670 SH |
| SPROTT URANIUM MINERS ETF | COM | $5K | 2.0%Prev: 2.2% | 86,674 SH | Increased-130 SH |
| TESLA INC | COM | $8K | 3.5%Prev: 3.3% | 19,140 SH | Increased |
| VANECK GOLD MINERS ETF | UIUS | $13K | 5.5%Prev: 6.6% | 165,992 SH | Increased-70,223 SH |
| WISDOMTREE U.S. QUALITY DIVIDE | COM | $2K | 1.1% | 25,755 SH | New |
| 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 |