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CIK 0001407382 • 6 13F filings • May 7, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M COMPANY | COM | $899K | 0.1%Prev: 0.1% | 5,615 SH | Increased |
| ABBVIE INC | COM | $775K | 0.1%Prev: 0.1% | 3,390 SH | Decreased |
| ACCENTURE PLC IRELAND | SHS CLASS A | $492K | 0.0%Prev: 0.0% | 1,833 SH | Increased |
| AEGON LTD | AMER REG 1 CERT | $440K | 0.0%Prev: 0.0% | 57,015 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $27.3M | 2.7%Prev: 2.3% | 87,372 SH | Increased-5,476 SH |
| ALPHABET INC | CAP STK CL C | $414K | 0.0%Prev: 0.0% | 1,320 SH | Increased |
| ALPS ETF TR | ALERIAN MLP | $615K | 0.1%Prev: 0.1% | 13,079 SH | Decreased-277 SH |
| AMAZON COM INC | COM | $12.0M | 1.2%Prev: 1.1% | 51,797 SH | Increased+2,446 SH |
| AMERISOURCEBERGEN CORP | COM | $1.0M | 0.1%Prev: 0.1% | 3,045 SH | Increased |
| AMGEN INC | COM | $1.7M | 0.2%Prev: 0.1% | 5,098 SH | Increased |
| AMPHENOL CORP NEW | CL A | $294K | 0.0%Prev: 0.0% | 2,178 SH | Increased |
| APPLE INC | COM | $2.5M | 0.2%Prev: 0.2% | 9,320 SH | Increased-19 SH |
| AVERY DENNISON CORP | COM | $406K | 0.0%Prev: 0.0% | 2,230 SH | Increased |
| BECTON DICKINSON & CO | COM | $677K | 0.1%Prev: 0.1% | 3,488 SH | Increased+11 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $77.4M | 7.6%Prev: 8.4% | 154,072 SH | Decreased-11,661 SH |
| CARDINAL HEALTH INC | COM | $4.8M | 0.5%Prev: 0.4% | 23,553 SH | Increased+100 SH |
| CARRIER GLOBAL CORPORATION | COM | $309K | 0.0%Prev: 0.0% | 5,840 SH | Decreased |
| CENTENE CORP DEL | COM | $1.5M | 0.1%Prev: 0.1% | 35,295 SH | Increased |
| CHEVRON CORP | COM | $921K | 0.1%Prev: 0.1% | 6,045 SH | Decreased |
| CINTAS CORP | COM | $753K | 0.1%Prev: 0.1% | 4,004 SH | Decreased |
| COCA COLA CO | COM | $364K | 0.0%Prev: 0.0% | 5,200 SH | Increased-75 SH |
| COMCAST CORP NEW | CL A | $919K | 0.1%Prev: 0.1% | 30,755 SH | Decreased |
| CONSTELLATION BRANDS INC | CL A | $490K | 0.0%Prev: 0.0% | 3,550 SH | Increased |
| CROWN HOLDINGS INC | COM | $764K | 0.1%Prev: 0.1% | 7,421 SH | Increased |
| D R HORTON INC | COM | $12.4M | 1.2%Prev: 1.5% | 86,119 SH | Decreased-1,508 SH |
| DANAHER CORPORATION | COM | $227K | 0.0% | 992 SH | New |
| DEERE & COMPANY | COM | $2.3M | 0.2%Prev: 0.2% | 4,945 SH | Increased |
| EMERSON ELEC CO | COM | $2.5M | 0.2%Prev: 0.3% | 18,970 SH | Increased |
| EXXON MOBIL CORP | COM | $288K | 0.0%Prev: 0.0% | 2,390 SH | Increased |
| GALLAGHER ARTHUR J & CO | COM | $433K | 0.0%Prev: 0.1% | 1,672 SH | Decreased |
| GENERAL DYNAMICS CORP | COM | $523K | 0.1%Prev: 0.1% | 1,554 SH | Decreased |
| HOME DEPOT INC | COM | $1.2M | 0.1%Prev: 0.1% | 3,404 SH | Decreased |
| ILLINOIS TOOL WKS INC | COM | $568K | 0.1%Prev: 0.1% | 2,305 SH | Decreased |
| INTERNATIONAL BUSINESS MACHS | COM | $540K | 0.1%Prev: 0.1% | 1,822 SH | Increased |
| INVESCO EXCHANGE TRADED FD T | BUYBACK ACHIEV | $359K | 0.0%Prev: 0.0% | 2,675 SH | Increased |
| INVESCO QQQ TR | UNIT SER 1 | $1.3M | 0.1%Prev: 0.1% | 2,084 SH | Increased |
| ISHARES INC | MSCI JPN ETF NEW | $27.9M | 2.7%Prev: 3.0% | 345,720 SH | Decreased-20,822 SH |
| ISHARES TR | ISHARES BIOTECH | $6.3M | 0.6%Prev: 1.1% | 37,446 SH | Decreased-39,221 SH |
| ISHARES TR | MSCI EAFE ETF | $68.8M | 6.7%Prev: 7.7% | 715,962 SH | Decreased-101,978 SH |
| ISHARES TR | RUS 1000 VAL ETF | $708K | 0.1%Prev: 0.1% | 3,368 SH | Increased |
| ISHARES TR | RUS MID CAP ETF | $18.7M | 1.8%Prev: 2.2% | 194,565 SH | Decreased-31,453 SH |
| ISHARES TR | RUSSELL 2000 ETF | $1.5M | 0.1%Prev: 0.2% | 6,138 SH | Decreased-1,760 SH |
| JOHNSON AND JOHNSON | COM | $2.7M | 0.3%Prev: 0.2% | 12,849 SH | Increased-10 SH |
| JPMORGAN CHASE & CO | COM | $3.7M | 0.4%Prev: 0.4% | 11,410 SH | Increased |
| KIMBERLY-CLARK CORP | COM | $940K | 0.1%Prev: 0.1% | 9,321 SH | Decreased |
| LENNAR CORP | CL A | $9.9M | 1.0%Prev: 1.3% | 96,724 SH | Decreased-4,079 SH |
| LILLY ELI & CO | COM | $1.3M | 0.1%Prev: 0.1% | 1,250 SH | Increased |
| MCDONALDS CORP | COM | $864K | 0.1%Prev: 0.1% | 2,826 SH | Increased |
| MEDTRONIC INC | COM | $1.5M | 0.1%Prev: 0.2% | 15,885 SH | Increased |
| META PLATFORMS INC | CL A | $37.4M | 3.6%Prev: 4.5% | 56,593 SH | Decreased-4,261 SH |
| MICROSOFT CORPORATION | COM | $16.8M | 1.6%Prev: 1.8% | 34,755 SH | Decreased+996 SH |
| NIKE INC | CL B | $304K | 0.0%Prev: 0.0% | 4,771 SH | Decreased |
| NVIDIA CORPORATION | COM | $279K | 0.0%Prev: 0.0% | 1,495 SH | Decreased |
| NVR INC | COM | $11.5M | 1.1%Prev: 1.3% | 1,582 SH | Decreased-25 SH |
| OCWEN FINL CORP | COM NEW | $1.1M | 0.1%Prev: 0.1% | 24,798 SH | Increased |
| ORACLE CORP | COM | $2.1M | 0.2%Prev: 0.3% | 10,899 SH | Decreased-25 SH |
| PEPSICO INC | COM | $665K | 0.1%Prev: 0.1% | 4,631 SH | Increased |
| PHILLIPS 66 | COM | $839K | 0.1%Prev: 0.1% | 6,500 SH | Decreased |
| PNC FINL SVCS GROUP INC | COM | $2.6M | 0.3%Prev: 0.3% | 12,580 SH | Increased |
| QUALCOMM INC | COM | $248K | 0.0%Prev: 0.0% | 1,448 SH | Increased |
| QUEST DIAGNOSTICS INC | COM | $1.3M | 0.1%Prev: 0.1% | 7,586 SH | Decreased |
| RAYTHEON TECHNOLOGIES CORP | COM | $1.9M | 0.2%Prev: 0.2% | 10,350 SH | Increased |
| SELECT SECTOR SPDR TR | COMMUNICATION | $19.9M | 1.9%Prev: 2.2% | 168,967 SH | Decreased-17,554 SH |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $30.7M | 3.0%Prev: 2.2% | 198,322 SH | Increased+44,017 SH |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $2.7M | 0.3%Prev: 0.3% | 5,717 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $198.4M | 19.4%Prev: 20.1% | 290,954 SH | Decreased-8,719 SH |
| SPDR SER TR | BLOOMBERG 1-3 MO | $656K | 0.1%Prev: 0.1% | 7,179 SH | Decreased-1,500 SH |
| SPDR SER TR | BLOOMBERG 3-12 M | $100.1M | 9.8%Prev: 11.9% | 1,009,090 SH | Decreased-177,287 SH |
| SPDR SERIES TRUST | S&P BIOTECH | $419K | 0.0%Prev: 0.0% | 3,435 SH | Increased |
| STANLEY BLACK & DECKER INC | COM | $784K | 0.1%Prev: 0.1% | 10,555 SH | Decreased |
| TIDAL ETF TR | GOTHAM ENHNCD | $1.5M | 0.1%Prev: 0.4% | 40,578 SH | Decreased-55,103 SH |
| TJX COS INC NEW | COM | $1.5M | 0.1%Prev: 0.1% | 9,534 SH | Increased |
| UNITED PARCEL SERVICE INC | CL B | $987K | 0.1%Prev: 0.1% | 9,947 SH | Increased |
| UNITED RENTALS INC | COM | $9.5M | 0.9%Prev: 1.1% | 11,707 SH | Decreased |
| VANECK ETF TRUST | BIOTECH ETF | $7.4M | 0.7%Prev: 1.3% | 38,925 SH | Decreased-41,833 SH |
| VANECK ETF TRUST | PHARMACEUTCL ETF | $15.8M | 1.5%Prev: 1.7% | 152,936 SH | Decreased-28,982 SH |
| VANECK VECTORS ETF TR | SEMICONDUCTOR ET | $34.8M | 3.4%Prev: 3.8% | 96,645 SH | Decreased-20,544 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $19.8M | 1.9%Prev: 1.9% | 62,851 SH | Increased+736 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $788K | 0.1%Prev: 0.2% | 1,256 SH | Decreased-1,273 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.7M | 0.4%Prev: 0.4% | 10,904 SH | Decreased-328 SH |
| VANGUARD INSTL INDEX FD | 0-3 MO TREAS BIL | $13.6M | 1.3%Prev: 0.3% | 180,900 SH | Increased+143,400 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $639K | 0.1%Prev: 0.2% | 8,685 SH | Decreased-21,605 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $71.4M | 7.0%Prev: 0.1% | 1,190,950 SH | Increased+1,168,632 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $87.1M | 8.5%Prev: 6.3% | 1,483,390 SH | Increased+421,368 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $3.6M | 0.3%Prev: 0.4% | 16,293 SH | Increased |
| VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | $9.8M | 1.0%Prev: 0.4% | 157,476 SH | Increased+94,137 SH |
| WAL-MART STORES INC | COM | $3.4M | 0.3%Prev: 0.3% | 30,585 SH | Increased |
| WALT DISNEY COMPANY | COM | $636K | 0.1%Prev: 0.1% | 5,590 SH | Decreased |
| WELLS FARGO & CO NEW | COM | $1.9M | 0.2%Prev: 0.2% | 20,342 SH | Increased |
| 13F-HR |
| 0001407382-26-000007 |
| $1.09B |
| View |
| Aug 6, 2025 | Q2 2025 | 13F-HR | 0001407382-25-000009 | $952.4M | View |
| May 8, 2026 | Q1 2026 | 13F-HR | 0001407382-26-000005 | $1.01B | View |
| May 7, 2025 | Q1 2025 | 13F-HR | 0001407382-25-000005 | $904.0M | View |