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CIK 0001540867 • 6 13F filings • May 1, 2025 – Jul 29, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $291K | 0.1%Prev: 0.1% | 1,272 SH | Increased+22 SH |
| ANALOG DEVICES INC | COM | $388K | 0.2%Prev: 0.2% | 1,432 SH | Increased-29 SH |
| APPLE INC | COM | $1.3M | 0.6%Prev: 0.6% | 4,831 SH | Increased-135 SH |
| BANK AMERICA CORP | COM | $503K | 0.2%Prev: 0.2% | 9,139 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $549K | 0.2%Prev: 0.3% | 1,092 SH | Decreased |
| BROADCOM INC | COM | $539K | 0.2%Prev: 0.3% | 1,556 SH | Decreased-334 SH |
| BROOKFIELD CORP | CL A LTD VT SH | $310K | 0.1%Prev: 0.1% | 6,750 SH | Increased+2,250 SH |
| CHUBB LIMITED | COM | $274K | 0.1%Prev: 0.1% | 877 SH | Increased-29 SH |
| CISCO SYS INC | COM | $489K | 0.2%Prev: 0.2% | 6,345 SH | Increased-153 SH |
| CUMMINS INC | COM | $255K | 0.1%Prev: 0.1% | 500 SH | Increased |
| DEERE & CO | COM | $276K | 0.1%Prev: 0.1% | 593 SH | Increased |
| EXXON MOBIL CORP | COM | $1.2M | 0.5%Prev: 0.5% | 9,792 SH | Increased-363 SH |
| GE AEROSPACE | COM NEW | $286K | 0.1%Prev: 0.1% | 927 SH | Increased |
| INTERNATIONAL BUSINESS MACHS | COM | $258K | 0.1%Prev: 0.1% | 871 SH | Increased |
| INVESCO EXCH TRADED FD TR II | S&P 500 HB ETF | $422K | 0.2%Prev: 0.2% | 3,604 SH | Increased+6 SH |
| INVESCO QQQ TR | UNIT SER 1 | $242K | 0.1% | 394 SH | New |
| ISHARES GOLD TR | ISHARES NEW | $246K | 0.1% | 3,025 SH | New |
| ISHARES SILVER TR | ISHARES | $1.1M | 0.5% | 17,613 SH | New |
| ISHARES TR | CORE MSCI TOTAL | $2.2M | 0.9%Prev: 1.1% | 25,606 SH | Decreased-4,819 SH |
| ISHARES TR | CORE S&P MCP ETF | $43.3M | 18.2%Prev: 18.7% | 656,798 SH | Increased+13,030 SH |
| ISHARES TR | CORE S&P SCP ETF | $21.0M | 8.8%Prev: 9.1% | 174,508 SH | Increased+3,288 SH |
| ISHARES TR | CORE S&P500 ETF | $86.2M | 36.1%Prev: 37.1% | 125,878 SH | Increased+753 SH |
| ISHARES TR | MSCI ACWI EX US | $588K | 0.2%Prev: 0.3% | 8,757 SH | Increased+71 SH |
| ISHARES TR | MSCI USA QLT FCT | $801K | 0.3%Prev: 0.4% | 4,035 SH | Increased+13 SH |
| ISHARES TR | RUS 1000 ETF | $253K | 0.1%Prev: 0.1% | 678 SH | Increased |
| ISHARES TR | RUS 1000 GRW ETF | $671K | 0.3%Prev: 0.3% | 1,417 SH | Increased |
| ISHARES TR | RUS 2000 GRW ETF | $240K | 0.1% | 743 SH | New |
| ISHARES TR | RUS MD CP GR ETF | $243K | 0.1% | 1,778 SH | New |
| ISHARES TR | RUS MID CAP ETF | $780K | 0.3%Prev: 0.5% | 8,101 SH | Decreased-2,308 SH |
| ISHARES TR | RUSSELL 2000 ETF | $831K | 0.3%Prev: 0.4% | 3,375 SH | Decreased-486 SH |
| J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | $57.3M | 24.0%Prev: 24.9% | 765,871 SH | Increased+6,823 SH |
| JOHNSON & JOHNSON | COM | $202K | 0.1% | 976 SH | New |
| JPMORGAN CHASE & CO. | COM | $460K | 0.2%Prev: 0.2% | 1,427 SH | Increased |
| LIFEVANTAGE CORP | COM NEW | $71K | 0.0% | 11,497 SH | New |
| MARSH & MCLENNAN COS INC | COM | $225K | 0.1%Prev: 0.1% | 1,211 SH | Decreased-50 SH |
| MCDONALDS CORP | COM | $243K | 0.1%Prev: 0.1% | 794 SH | Decreased-30 SH |
| NVIDIA CORPORATION | COM | $647K | 0.3%Prev: 0.3% | 3,469 SH | Decreased-250 SH |
| OR ROYALTIES INC. | COM SHS | $229K | 0.1% | 6,468 SH | New |
| PFIZER INC | COM | $590K | 0.2%Prev: 0.3% | 23,697 SH | Decreased-2,190 SH |
| RAYMOND JAMES FINL INC | COM | $7.5M | 3.1% | 46,689 SH | New |
| RTX CORPORATION | COM | $386K | 0.2%Prev: 0.2% | 2,106 SH | Increased-81 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $430K | 0.2%Prev: 0.2% | 631 SH | Increased |
| TETRA TECH INC NEW | COM | $249K | 0.1%Prev: 0.1% | 7,415 SH | Increased |
| TEXAS INSTRS INC | COM | $334K | 0.1%Prev: 0.2% | 1,926 SH | Decreased |
| UNION PAC CORP | COM | $952K | 0.4%Prev: 0.4% | 4,116 SH | Decreased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $940K | 0.4%Prev: 0.4% | 2,804 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $1.1M | 0.4%Prev: 0.5% | 7,574 SH | Increased |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $405K | 0.2%Prev: 0.2% | 2,824 SH | Decreased-79 SH |
| WALMART INC | COM | $269K | 0.1%Prev: 0.1% | 2,412 SH | Increased-97 SH |
| 13F-HR |
| 0001540867-26-000004 |
| $267.9M |
| View |
| Jul 23, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004044 | $219.5M | View |
| May 13, 2026 | Q1 2026 | 13F-HR | 0001540867-26-000002 | $239.3M | View |
| May 1, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002512 | $200.9M | View |