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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 | $1.0M | 0.3% | 3,540 SH | New |
| ALPHABET INC | CAP STK CL C | $207K | 0.1% | 720 SH | New |
| AMAZON COM INC | COM | $250K | 0.1%Prev: 0.1% | 1,200 SH | Increased |
| AMERICOLD REALTY TRUST INC | COM | $6.4M | 2.1% | 555,865 SH | New |
| APPLE INC | COM | $1.3M | 0.4%Prev: 0.4% | 4,951 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL A | $15.1M | 4.9% | 21 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $7.3M | 2.4%Prev: 1.1% | 15,302 SH | Increased+9,796 SH |
| ENTERPRISE PRODS PARTNERS L | COM | $11.5M | 3.7% | 304,608 SH | New |
| EQUITY LIFESTYLE PROPERTIES | COM | $12.3M | 4.0% | 196,584 SH | New |
| EQUITY RESIDENTIAL | SH BEN INT | $35.1M | 11.3%Prev: 8.7% | 593,090 SH | Increased+276,050 SH |
| ETFS GOLD TR | PHYSCL GOLD SHS | $897K | 0.3%Prev: 0.2% | 20,093 SH | Increased+3,566 SH |
| ISHARES INC | CORE MSCI EMKT | $511K | 0.2%Prev: 0.2% | 7,324 SH | Increased-369 SH |
| ISHARES SILVER TR | ISHARES | $8.1M | 2.6%Prev: 1.4% | 119,501 SH | Increased |
| ISHARES TR | CORE MSCI EAFE | $1.9M | 0.6%Prev: 0.6% | 20,507 SH | Increased |
| ISHARES TR | CORE S&P SCP ETF | $783K | 0.3%Prev: 0.3% | 6,298 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $719K | 0.2%Prev: 0.8% | 1,100 SH | Decreased-2,760 SH |
| ISHARES TR | ESG AWR MSCI USA | $358K | 0.1%Prev: 0.1% | 2,532 SH | Increased |
| ISHARES TR | MSCI ACWI ETF | $345K | 0.1%Prev: 0.1% | 2,494 SH | Increased+6 SH |
| ISHARES TR | MSCI EAFE ETF | $1.1M | 0.4%Prev: 0.6% | 11,268 SH | Decreased-9,021 SH |
| MICROSOFT CORP | COM | $472K | 0.2%Prev: 0.2% | 1,275 SH | Decreased |
| NVIDIA CORPORATION | COM | $509K | 0.2% | 2,920 SH | New |
| PEBBLEBROOK HOTEL TR | COM | $152K | 0.0% | 12,000 SH | New |
| PROLOGIS INC. | COM | $19.7M | 6.4%Prev: 6.1% | 149,038 SH | Increased+5,030 SH |
| PUBLIC STORAGE OPER CO | COM | $8.3M | 2.7%Prev: 3.3% | 30,497 SH | Decreased+1,247 SH |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $45.4M | 14.7% | 69,811 SH | New |
| TANGER INC | COM | $272K | 0.1% | 8,000 SH | New |
| VANGUARD INDEX FDS | LARGE CAP ETF | $1.1M | 0.4% | 3,800 SH | New |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $75.4M | 24.4%Prev: 28.3% | 849,940 SH | Increased+32,240 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $14.8M | 4.8%Prev: 5.9% | 46,265 SH | Decreased-9,737 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $3.4M | 1.1%Prev: 1.1% | 62,883 SH | Increased-1,369 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $9.7M | 3.1%Prev: 3.1% | 70,103 SH | Increased-49 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $616K | 0.2% | 7,774 SH | New |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | $734K | 0.2%Prev: 0.2% | 7,825 SH | Increased |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $12.8M | 4.1%Prev: 4.5% | 200,180 SH | Increased-30,808 SH |
| WILLIAMS COS INC | COM | $4.5M | 1.5% | 61,760 SH | New |
| WORLD GOLD TR | SPDR GLD MINIS | $6.5M | 2.1%Prev: 1.6% | 70,501 SH | Increased+1,427 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 |