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CIK 0001554308 • 6 13F filings • Apr 17, 2025 – Jul 28, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $1.1M | 0.4% | 3,540 SH | New |
| ALPHABET INC | CAP STK CL C | $226K | 0.1% | 720 SH | New |
| AMAZON COM INC | COM | $277K | 0.1%Prev: 0.1% | 1,200 SH | Increased |
| AMERICOLD REALTY TRUST INC | COM | $7.1M | 2.6%Prev: 2.5% | 555,865 SH | Increased |
| APPLE INC | COM | $1.3M | 0.5%Prev: 0.5% | 4,951 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.1M | 0.8%Prev: 0.9% | 4,249 SH | Decreased-569 SH |
| BROADCOM INC | COM | $1.1M | 0.4% | 3,147 SH | New |
| ENTERPRISE PRODS PARTNERS L | COM | $9.7M | 3.5%Prev: 3.4% | 302,130 SH | Increased |
| EQUITY LIFESTYLE PPTYS INC | COM | $11.8M | 4.2%Prev: 4.2% | 194,895 SH | Increased+1,577 SH |
| EQUITY RESIDENTIAL | SH BEN INT | $20.4M | 7.3%Prev: 7.5% | 324,146 SH | Decreased+2,802 SH |
| ETFS GOLD TR | PHYSCL GOLD SHS | $636K | 0.2%Prev: 0.2% | 15,487 SH | Increased |
| ISHARES INC | CORE MSCI EMKT | $493K | 0.2%Prev: 0.2% | 7,339 SH | Decreased-354 SH |
| ISHARES SILVER TR | ISHARES | $7.7M | 2.8%Prev: 1.8% | 119,501 SH | Increased |
| ISHARES TR | CORE MSCI EAFE | $1.8M | 0.7%Prev: 0.6% | 20,507 SH | Increased |
| ISHARES TR | CORE S&P SCP ETF | $757K | 0.3%Prev: 0.3% | 6,298 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $753K | 0.3%Prev: 0.9% | 1,100 SH | Decreased-2,760 SH |
| ISHARES TR | ESG AWR MSCI USA | $377K | 0.1%Prev: 0.1% | 2,532 SH | Increased |
| ISHARES TR | MSCI ACWI ETF | $352K | 0.1%Prev: 0.1% | 2,488 SH | Increased |
| ISHARES TR | MSCI EAFE ETF | $1.1M | 0.4%Prev: 0.4% | 11,268 SH | Increased |
| MICROSOFT CORP | COM | $617K | 0.2%Prev: 0.2% | 1,275 SH | Decreased |
| NVIDIA CORPORATION | COM | $588K | 0.2% | 3,151 SH | New |
| PEBBLEBROOK HOTEL TR | COM | $136K | 0.0%Prev: 0.0% | 12,000 SH | Decreased |
| PROLOGIS INC. | COM | $18.9M | 6.7%Prev: 6.0% | 147,828 SH | Increased+1,155 SH |
| PUBLIC STORAGE OPER CO | COM | $7.8M | 2.8%Prev: 3.1% | 30,163 SH | Decreased+342 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $51.6M | 18.4%Prev: 18.0% | 75,639 SH | Increased+440 SH |
| TANGER INC | COM | $267K | 0.1%Prev: 0.1% | 8,000 SH | Decreased |
| VANGUARD INDEX FDS | LARGE CAP ETF | $1.2M | 0.4%Prev: 0.4% | 3,800 SH | Increased |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $74.4M | 26.6%Prev: 27.4% | 841,036 SH | Decreased+7,850 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $221K | 0.1%Prev: 0.1% | 352 SH | Decreased-28 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $15.7M | 5.6%Prev: 6.1% | 46,856 SH | Decreased-4,432 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $3.6M | 1.3%Prev: 1.3% | 66,310 SH | Decreased-787 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $9.9M | 3.6%Prev: 3.5% | 70,500 SH | Increased+171 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $738K | 0.3% | 9,255 SH | New |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | $722K | 0.3%Prev: 0.3% | 7,825 SH | Increased |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $14.4M | 5.2%Prev: 5.3% | 230,974 SH | Decreased-13,935 SH |
| WILLIAMS COS INC | COM | $3.7M | 1.3%Prev: 1.4% | 61,760 SH | Decreased |
| WORLD GOLD TR | SPDR GLD MINIS | $5.9M | 2.1%Prev: 1.9% | 69,111 SH | Increased+286 SH |
| 13F-HR |
| 0001172661-26-002851 |
| $352.3M |
| View |
| Jul 15, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002608 | $265.5M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001848 | $309.5M | View |
| Apr 17, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001509 | $261.8M | View |