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CIK 0001009198 • 6 13F filings • Apr 25, 2025 – Jul 9, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $255K | 0.1%Prev: 0.1% | 936 SH | Increased |
| BROADCOM INC | COM | $2.1M | 1.0%Prev: 1.0% | 6,046 SH | Increased+11 SH |
| CHEVRON CORP NEW | COM | $215K | 0.1%Prev: 0.1% | 1,410 SH | Decreased |
| ISHARES ETHEREUM TR | SHS | $6.3M | 3.0%Prev: 3.5% | 279,953 SH | Decreased+56,859 SH |
| ISHARES GOLD TR | ISHARES NEW | $655K | 0.3%Prev: 0.4% | 8,071 SH | Decreased-1,918 SH |
| ISHARES INC | CORE MSCI EMKT | $18.7M | 9.0%Prev: 9.3% | 278,150 SH | Decreased-5,821 SH |
| ISHARES INC | JP MORGAN EM ETF | $11.4M | 5.5%Prev: 5.5% | 274,614 SH | Increased+6,343 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $17.8M | 8.6%Prev: 8.8% | 177,782 SH | Increased+2,016 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $7.9M | 3.8%Prev: 3.8% | 77,384 SH | Increased+2,838 SH |
| ISHARES TR | A RATE CP BD ETF | $8.1M | 3.9%Prev: 3.9% | 168,719 SH | Increased+6,528 SH |
| ISHARES TR | CORE 1 5 YR USD | $6.8M | 3.3%Prev: 3.3% | 138,638 SH | Increased+918 SH |
| ISHARES TR | CORE HIGH DV ETF | $288K | 0.1%Prev: 0.1% | 2,365 SH | Decreased |
| ISHARES TR | CORE MSCI EAFE | $37.1M | 17.9%Prev: 17.6% | 414,484 SH | Increased+6,659 SH |
| ISHARES TR | CORE MSCI TOTAL | $290K | 0.1%Prev: 0.1% | 3,431 SH | Increased+298 SH |
| ISHARES TR | CORE S&P MCP ETF | $8.2M | 4.0%Prev: 3.8% | 124,706 SH | Increased+6,078 SH |
| ISHARES TR | CORE S&P SCP ETF | $4.5M | 2.2%Prev: 2.2% | 37,568 SH | Decreased-450 SH |
| ISHARES TR | CORE S&P TTL STK | $386K | 0.2%Prev: 0.2% | 2,593 SH | Increased+278 SH |
| ISHARES TR | CORE S&P500 ETF | $26.0M | 12.6%Prev: 12.5% | 37,890 SH | Increased+263 SH |
| ISHARES TR | CORE US AGGBD ET | $3.7M | 1.8%Prev: 1.6% | 36,644 SH | Increased+4,302 SH |
| ISHARES TR | ESG AW MSCI EAFE | $263K | 0.1%Prev: 0.1% | 2,760 SH | Increased+88 SH |
| ISHARES TR | IBOXX HI YD ETF | $4.1M | 2.0%Prev: 1.9% | 51,175 SH | Increased+2,682 SH |
| ISHARES TR | MSCI EAFE ETF | $4.1M | 2.0%Prev: 2.0% | 42,399 SH | Increased+108 SH |
| ISHARES TR | RUSSELL 2000 ETF | $2.2M | 1.0%Prev: 1.0% | 8,773 SH | Increased+569 SH |
| ISHARES TR | S&P 500 GRWT ETF | $1.1M | 0.5%Prev: 0.6% | 9,190 SH | Decreased-414 SH |
| ISHARES TR | S&P 500 VAL ETF | $5.1M | 2.5%Prev: 2.6% | 23,979 SH | Decreased-1,528 SH |
| ISHARES TR | SELECT DIVID ETF | $220K | 0.1%Prev: 0.1% | 1,559 SH | Decreased |
| ISHARES TR | TIPS BD ETF | $6.7M | 3.2%Prev: 3.2% | 61,061 SH | Increased+2,613 SH |
| ISHARES TR | U.S. REAL ES ETF | $998K | 0.5%Prev: 0.4% | 10,634 SH | Increased+1,342 SH |
| ISHARES TR | U.S. TECH ETF | $379K | 0.2%Prev: 0.2% | 1,898 SH | Decreased-217 SH |
| META PLATFORMS INC | CL A | $339K | 0.2%Prev: 0.2% | 513 SH | Decreased |
| MICROSOFT CORP | COM | $395K | 0.2%Prev: 0.2% | 817 SH | Decreased+2 SH |
| NVIDIA CORPORATION | COM | $469K | 0.2%Prev: 0.2% | 2,516 SH | Decreased |
| OREILLY AUTOMOTIVE INC | COM | $326K | 0.2%Prev: 0.2% | 3,570 SH | Decreased-257 SH |
| SPDR INDEX SHS FDS | GLB NAT RESRCE | $5.5M | 2.7%Prev: 2.6% | 88,296 SH | Increased-1,278 SH |
| STMICROELECTRONICS N V | NY REGISTRY | $378K | 0.2% | 14,557 SH | New |
| VANGUARD INDEX FDS | VALUE ETF | $11.7M | 5.7%Prev: 5.6% | 61,465 SH | Increased+1,066 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $389K | 0.2%Prev: 0.2% | 6,231 SH | Decreased-286 SH |
| WALMART INC | COM | $948K | 0.5%Prev: 0.4% | 8,511 SH | Increased |
| WEC ENERGY GROUP INC | COM | $344K | 0.2%Prev: 0.2% | 3,262 SH | Decreased |
| 13F-HR |
| 0001009198-26-000005 |
| $222.6M |
| View |
| Jul 10, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003720 | $192.1M | View |
| Apr 14, 2026 | Q1 2026 | 13F-HR | 0001009198-26-000003 | $208.4M | View |
| Apr 25, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002321 | $177.7M | View |