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CIK 0001599603 • 6 13F filings • May 8, 2025 – Aug 3, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $487K | 0.1%Prev: 0.1% | 3,040 SH | Increased-41 SH |
| ABBOTT LABS | COM | $6.5M | 1.1%Prev: 1.0% | 52,150 SH | Decreased-37 SH |
| ABBVIE INC | COM | $10.1M | 1.6%Prev: 1.5% | 44,307 SH | Decreased-83 SH |
| ALPHABET INC | CAP STK CL A | $1.6M | 0.3%Prev: 0.2% | 5,184 SH | Increased-146 SH |
| ALPHABET INC | CAP STK CL C | $815K | 0.1%Prev: 0.1% | 2,597 SH | Increased-350 SH |
| ALTRIA GROUP INC | COM | $283K | 0.0%Prev: 0.0% | 4,904 SH | Decreased-183 SH |
| AMAZON COM INC | COM | $2.0M | 0.3%Prev: 0.3% | 8,780 SH | Decreased-1,219 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $40.3M | 6.5%Prev: 5.7% | 523,415 SH | Increased+3,369 SH |
| AMERICAN CENTY ETF TR | AVANTIS RESPONSI | $804K | 0.1%Prev: 0.1% | 11,591 SH | Increased |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $24.7M | 4.0%Prev: 3.4% | 299,518 SH | Increased+1,722 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $22.3M | 3.6%Prev: 3.0% | 218,999 SH | Increased+10,294 SH |
| APPLE INC | COM | $7.9M | 1.3%Prev: 1.2% | 28,893 SH | Decreased-3,815 SH |
| BANK AMERICA CORP | COM | $306K | 0.0%Prev: 0.0% | 5,564 SH | Increased-48 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $3.8M | 0.6%Prev: 0.6% | 5 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.1M | 0.2%Prev: 0.2% | 2,120 SH | Decreased-62 SH |
| BLACKROCK INC | COM | $223K | 0.0%Prev: 0.0% | 208 SH | Decreased-6 SH |
| BOEING CO | COM | $1.3M | 0.2%Prev: 0.2% | 5,965 SH | Increased-11 SH |
| BROADCOM INC | COM | $624K | 0.1%Prev: 0.1% | 1,802 SH | Decreased-164 SH |
| CATERPILLAR INC | COM | $1.1M | 0.2%Prev: 0.1% | 1,946 SH | Increased-129 SH |
| CISCO SYS INC | COM | $397K | 0.1%Prev: 0.1% | 5,157 SH | Increased-26 SH |
| CITIGROUP INC | COM NEW | $506K | 0.1%Prev: 0.1% | 4,333 SH | Increased-168 SH |
| COCA COLA CO | COM | $675K | 0.1%Prev: 0.1% | 9,653 SH | Increased-135 SH |
| COSTCO WHSL CORP NEW | COM | $754K | 0.1%Prev: 0.1% | 874 SH | Decreased-19 SH |
| CROWN HLDGS INC | COM | $216K | 0.0%Prev: 0.1% | 2,100 SH | Decreased-3,018 SH |
| DEERE & CO | COM | $3.1M | 0.5%Prev: 0.4% | 6,598 SH | Increased-16 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $2.0M | 0.3%Prev: 0.3% | 41,863 SH | Increased+699 SH |
| ELI LILLY & CO | COM | $964K | 0.2%Prev: 0.1% | 897 SH | Increased-66 SH |
| EMERSON ELEC CO | COM | $425K | 0.1%Prev: 0.1% | 3,202 SH | Increased-20 SH |
| EXXON MOBIL CORP | COM | $789K | 0.1%Prev: 0.1% | 6,554 SH | Increased-198 SH |
| GILEAD SCIENCES INC | COM | $390K | 0.1%Prev: 0.1% | 3,180 SH | Increased-98 SH |
| HERSHEY CO | COM | $598K | 0.1%Prev: 0.1% | 3,288 SH | Decreased-22 SH |
| HOME DEPOT INC | COM | $216K | 0.0%Prev: 0.0% | 628 SH | Decreased-74 SH |
| INGREDION INC | COM | $291K | 0.0%Prev: 0.0% | 2,640 SH | Decreased |
| INTERNATIONAL BUSINESS MACHS | COM | $231K | 0.0%Prev: 0.0% | 779 SH | Increased-9 SH |
| INTERNATIONAL PAPER CO | COM | $400K | 0.1%Prev: 0.1% | 10,162 SH | Decreased-47 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $1.0M | 0.2%Prev: 0.3% | 20,149 SH | Decreased-12,439 SH |
| ISHARES GOLD TR | ISHARES NEW | $1.2M | 0.2%Prev: 0.2% | 15,077 SH | Increased |
| ISHARES INC | CORE MSCI EMKT | $11.5M | 1.9%Prev: 2.6% | 171,801 SH | Decreased-97,892 SH |
| ISHARES TR | CORE 80/20 AGGRE | $472K | 0.1%Prev: 0.1% | 5,273 SH | Decreased-103 SH |
| ISHARES TR | CORE INTL AGGR | $537K | 0.1%Prev: 0.1% | 10,731 SH | Decreased+112 SH |
| ISHARES TR | CORE MSCI EAFE | $26.7M | 4.3%Prev: 4.7% | 298,735 SH | Decreased-69,014 SH |
| ISHARES TR | CORE S&P MCP ETF | $66.0M | 10.6%Prev: 10.4% | 999,524 SH | Decreased-84,105 SH |
| ISHARES TR | CORE S&P SCP ETF | $9.6M | 1.5%Prev: 1.9% | 79,889 SH | Decreased-30,544 SH |
| ISHARES TR | CORE S&P TTL STK | $701K | 0.1%Prev: 0.1% | 4,713 SH | Decreased-454 SH |
| ISHARES TR | CORE S&P500 ETF | $216.2M | 34.8%Prev: 34.5% | 315,708 SH | Decreased-35,066 SH |
| ISHARES TR | CORE UNIVRSL USD | $634K | 0.1% | 13,617 SH | New |
| ISHARES TR | ESG ADVANCED UNI | $1.3M | 0.2% | 29,942 SH | New |
| ISHARES TR | ESG AWR MSCI USA | $574K | 0.1%Prev: 0.2% | 3,854 SH | Decreased-7,424 SH |
| ISHARES TR | ESG SELECT SCRE | $1.1M | 0.2%Prev: 0.2% | 22,189 SH | Increased-434 SH |
| ISHARES TR | ESG SELECT SCREE | $312K | 0.1%Prev: 0.0% | 7,337 SH | Decreased-193 SH |
| ISHARES TR | MSCI EAFE ETF | $4.7M | 0.8%Prev: 0.7% | 49,273 SH | Increased-891 SH |
| ISHARES TR | MSCI USA QLT FCT | $1.3M | 0.2%Prev: 0.2% | 6,417 SH | Increased-1 SH |
| ISHARES TR | RUS 1000 GRW ETF | $2.4M | 0.4%Prev: 0.4% | 5,075 SH | Decreased-374 SH |
| ISHARES TR | RUSSELL 2000 ETF | $22.2M | 3.6%Prev: 3.6% | 90,196 SH | Decreased-10,558 SH |
| ISHARES TR | S&P 500 GRWT ETF | $1.0M | 0.2%Prev: 0.1% | 8,323 SH | Increased |
| ISHARES TR | S&P 500 VAL ETF | $1.2M | 0.2%Prev: 0.2% | 5,799 SH | Increased |
| ISHARES TR | U.S. TECH ETF | $269K | 0.0%Prev: 0.0% | 1,348 SH | Increased |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $28.8M | 4.6%Prev: 4.1% | 607,842 SH | Increased+25,771 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $1.1M | 0.2%Prev: 0.2% | 22,266 SH | Decreased-1,865 SH |
| JOHNSON & JOHNSON | COM | $1.7M | 0.3%Prev: 0.3% | 7,974 SH | Decreased-2,445 SH |
| JPMORGAN CHASE & CO. | COM | $804K | 0.1%Prev: 0.1% | 2,495 SH | Decreased-119 SH |
| KIMBERLY-CLARK CORP | COM | $219K | 0.0%Prev: 0.0% | 2,170 SH | Decreased-28 SH |
| LOWES COS INC | COM | $740K | 0.1%Prev: 0.1% | 3,067 SH | Decreased |
| MARTIN MARIETTA MATLS INC | COM | $720K | 0.1%Prev: 0.1% | 1,156 SH | Decreased |
| MASTERCARD INCORPORATED | CL A | $972K | 0.2%Prev: 0.1% | 1,703 SH | Increased-2 SH |
| MERCK & CO INC | COM | $325K | 0.1%Prev: 0.1% | 3,084 SH | Decreased-999 SH |
| META PLATFORMS INC | CL A | $861K | 0.1%Prev: 0.1% | 1,304 SH | Decreased-34 SH |
| MICROSOFT CORP | COM | $4.2M | 0.7%Prev: 0.7% | 8,635 SH | Decreased-478 SH |
| MSA SAFETY INC | COM | $522K | 0.1%Prev: 0.1% | 3,259 SH | Decreased |
| NETFLIX INC | COM | $222K | 0.0%Prev: 0.0% | 2,370 SH | Decreased+2,153 SH |
| NIKE INC | CL B | $287K | 0.0%Prev: 0.0% | 4,511 SH | Decreased-144 SH |
| NVIDIA CORPORATION | COM | $1.8M | 0.3%Prev: 0.3% | 9,502 SH | Decreased-1,347 SH |
| ORACLE CORP | COM | $346K | 0.1%Prev: 0.1% | 1,775 SH | Decreased+184 SH |
| PEPSICO INC | COM | $703K | 0.1%Prev: 0.1% | 4,897 SH | Increased-91 SH |
| PFIZER INC | COM | $706K | 0.1%Prev: 0.1% | 28,355 SH | Decreased-433 SH |
| PHILLIPS 66 | COM | $252K | 0.0%Prev: 0.0% | 1,954 SH | Decreased-58 SH |
| PIPER SANDLER COMPANIES | COM | $451K | 0.1%Prev: 0.1% | 1,329 SH | Decreased-24 SH |
| PPG INDS INC | COM | $2.2M | 0.4%Prev: 0.3% | 21,233 SH | Decreased-1 SH |
| PROCTER AND GAMBLE CO | COM | $409K | 0.1%Prev: 0.1% | 2,855 SH | Decreased-130 SH |
| REALTY INCOME CORP | COM | $512K | 0.1%Prev: 0.1% | 9,086 SH | Decreased-1,158 SH |
| SOUTHWEST AIRLS CO | COM | $678K | 0.1%Prev: 0.1% | 16,414 SH | Increased-112 SH |
| SPDR GOLD TR | GOLD SHS | $804K | 0.1%Prev: 0.1% | 2,029 SH | Increased-45 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $368K | 0.1%Prev: 0.1% | 539 SH | Decreased-232 SH |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $315K | 0.1%Prev: 0.0% | 522 SH | Increased |
| SPDR SERIES TRUST | STATE STREET SPD | $332K | 0.1% | 4,142 SH | New |
| TESLA INC | COM | $313K | 0.1%Prev: 0.1% | 695 SH | Decreased-182 SH |
| US BANCORP DEL | COM NEW | $2.6M | 0.4%Prev: 0.4% | 49,536 SH | Increased-44 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $445K | 0.1%Prev: 0.1% | 912 SH | Increased |
| VANGUARD INDEX FDS | LARGE CAP ETF | $12.1M | 1.9%Prev: 2.5% | 38,385 SH | Decreased-16,516 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $15.4M | 2.5%Prev: 2.7% | 53,178 SH | Decreased-10,354 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $659K | 0.1%Prev: 0.1% | 1,051 SH | Decreased-164 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.9M | 0.3%Prev: 0.3% | 7,212 SH | Decreased-305 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.6M | 0.3%Prev: 1.0% | 4,687 SH | Decreased-15,263 SH |
| VANGUARD INDEX FDS | VALUE ETF | $321K | 0.1%Prev: 0.1% | 1,678 SH | Decreased-3,561 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $11.5M | 1.8%Prev: 1.9% | 213,675 SH | Decreased-20,551 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $237K | 0.0%Prev: 0.0% | 2,973 SH | Increased+42 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.6M | 0.3%Prev: 0.4% | 7,457 SH | Decreased-5,068 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $10.2M | 1.6%Prev: 1.5% | 162,893 SH | Decreased-7,730 SH |
| VISA INC | COM CL A | $236K | 0.0%Prev: 0.0% | 672 SH | Decreased-80 SH |
| WALMART INC | COM | $366K | 0.1%Prev: 0.1% | 3,287 SH | Increased-70 SH |
| WEC ENERGY GROUP INC | COM | $449K | 0.1%Prev: 0.1% | 4,259 SH | Decreased-9 SH |
| WELLS FARGO CO NEW | COM | $886K | 0.1%Prev: 0.1% | 9,506 SH | Decreased-1,736 SH |
| ZEBRA TECHNOLOGIES CORPORATI | CL A | $296K | 0.0%Prev: 0.1% | 1,220 SH | Decreased |
| 13F-HR |
| 0001599603-26-000006 |
| $698.2M |
| View |
| Aug 12, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004840 | $664.9M | View |
| Apr 24, 2026 | Q1 2026 | 13F-HR | 0001599603-26-000003 | $615.8M | View |
| May 8, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002826 | $601.6M | View |