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CIK 0001767457 • 6 13F filings • Apr 16, 2025 – Jul 16, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AbbVie Inc | COM | $3.9M | 1.8%Prev: 1.8% | 16,963 SH | Increased-430 SH |
| Aegon Ltd | AMER REG 1 CERT | $151K | 0.1% | 19,600 SH | New |
| Alphabet Inc | Cap Stk Cl A | $3.7M | 1.8%Prev: 1.1% | 11,969 SH | Increased+673 SH |
| Alphabet Inc | Cap Stk Cl C | $736K | 0.4%Prev: 0.2% | 2,345 SH | Increased+345 SH |
| Altria Group Inc | COM | $248K | 0.1% | 4,300 SH | New |
| Amplify ETF Trust | Amplify Cybersec | $2.1M | 1.0%Prev: 0.5% | 26,532 SH | Increased+15,236 SH |
| Apple Inc | COM | $3.1M | 1.5%Prev: 1.3% | 11,561 SH | Increased+385 SH |
| Berkshire Hathaway Inc DEL | Cl B New | $6.7M | 3.2%Prev: 3.5% | 13,366 SH | Increased+235 SH |
| BHP Group Ltd | Sponsored Ads | $308K | 0.1%Prev: 0.6% | 5,100 SH | Decreased-17,615 SH |
| Booz Allen Hamilton Hldg Cor | CL A | $253K | 0.1% | 3,000 SH | New |
| British Amer Tob Plc | BRITISH AMERN TOB PLC | $294K | 0.1% | 5,200 SH | New |
| Canadian Natl Ry Co | COM | $231K | 0.1% | 1,700 SH | New |
| CF Inds Hldgs Inc | COM | $224K | 0.1% | 2,900 SH | New |
| Charter Communications Inc N | CL A | $251K | 0.1% | 1,200 SH | New |
| Chevron Corp NEW | COM | $1.7M | 0.8%Prev: 1.0% | 11,098 SH | Decreased-2,150 SH |
| Clorox Co Del | COM | $242K | 0.1% | 2,400 SH | New |
| Comcast Corp New | CL A | $378K | 0.2% | 13,500 SH | New |
| Costco Whsl Corp New | COM | $4.1M | 1.9%Prev: 2.5% | 4,700 SH | Decreased+60 SH |
| Darden Restaurants Inc | COM | $239K | 0.1% | 1,300 SH | New |
| Edison Intl | COM | $438K | 0.2% | 7,300 SH | New |
| Eni S P A | SPONSORED ADR | $296K | 0.1% | 7,800 SH | New |
| First Ctzns BancShares Inc D | CL A | $215K | 0.1% | 100 SH | New |
| Fox Corp | CL A COM | $212K | 0.1% | 2,900 SH | New |
| General Mls Inc | COM | $219K | 0.1% | 4,700 SH | New |
| HCA Healthcare Inc | COM | $233K | 0.1% | 500 SH | New |
| iShares Inc | JP MORGAN EM ETF | $1.7M | 0.8%Prev: 1.1% | 41,600 SH | Decreased-6,400 SH |
| iShares Tr | CORE 60/40 BALAN | $3.7M | 1.8%Prev: 1.9% | 57,550 SH | Increased-40 SH |
| iShares Tr | IBOXX HI YD ETF | $27.3M | 13.0%Prev: 15.3% | 338,500 SH | Decreased-8,100 SH |
| iShares Tr | INTL SEL DIV ETF | $4.5M | 2.1% | 113,000 SH | New |
| iShares Tr | TIPS BD ETF | $41.7M | 19.8%Prev: 19.1% | 379,200 SH | Increased+60,700 SH |
| iShares Tr | U.S. MED DVC ETF | $4.6M | 2.2%Prev: 2.6% | 74,354 SH | Decreased-257 SH |
| JPMorgan Chase & Co | COM | $5.9M | 2.8%Prev: 2.8% | 18,310 SH | Increased+720 SH |
| Kroger Co | COM | $212K | 0.1% | 3,400 SH | New |
| Liberty Broadband Corp | COM SER A | $290K | 0.1%Prev: 0.3% | 6,000 SH | Decreased |
| Mastercard Incorporated | CL A | $756K | 0.4%Prev: 0.4% | 1,325 SH | Increased |
| McKesson Corp | COM | $328K | 0.2% | 400 SH | New |
| Merck & Co Inc | COM | $263K | 0.1% | 2,500 SH | New |
| Microsoft Corp | COM | $5.2M | 2.5%Prev: 2.9% | 10,794 SH | Decreased-26 SH |
| Mid-Amer Apt Cmntys | COM | $208K | 0.1% | 1,500 SH | New |
| Novartis AG | SPONSORED ADR | $358K | 0.2% | 2,600 SH | New |
| NVIDIA Corporation | COM | $2.1M | 1.0%Prev: 1.1% | 11,236 SH | Increased-1,314 SH |
| Omnicom Group Inc | COM | $283K | 0.1% | 3,500 SH | New |
| Otis Worldwide Corp | COM | $376K | 0.2% | 4,300 SH | New |
| Plains All Amern Pipeline L | UNIT LTD PARTN | $223K | 0.1% | 12,400 SH | New |
| Procter and Gamble Co | COM | $308K | 0.1%Prev: 0.2% | 2,150 SH | Decreased-110 SH |
| Public Storage Oper Co | COM | $208K | 0.1% | 800 SH | New |
| Reliance Inc | COM | $202K | 0.1% | 700 SH | New |
| Rio Tinto PLC | SPONSORED ADR | $320K | 0.2% | 4,000 SH | New |
| Royalty Pharma PLC | SHS CLASS A | $328K | 0.2% | 8,500 SH | New |
| Shell PLC | SPON ADS | $272K | 0.1% | 3,700 SH | New |
| SPDR Gold Tr | GOLD SHS | $3.5M | 1.7%Prev: 1.5% | 8,875 SH | Increased-175 SH |
| Spdr Series Trust | AEROSPACE DEF | $5.8M | 2.8%Prev: 2.8% | 24,203 SH | Increased-110 SH |
| Spinnaker ETF Series | SELECT STOXX EUR | $2.6M | 1.2%Prev: 1.5% | 61,423 SH | Decreased-595 SH |
| Suncor Energy Inc New | COM | $299K | 0.1% | 4,900 SH | New |
| Sysco Corp | COM | $295K | 0.1% | 4,000 SH | New |
| Taiwan Semiconductor MFG Ltd | SPONSORED ADS | $1.4M | 0.7%Prev: 0.6% | 4,771 SH | Increased-14 SH |
| Target Corp | COM | $235K | 0.1% | 2,400 SH | New |
| Telefonaktiebolaget LM Erics | ADR B SEK 10 | $220K | 0.1% | 22,800 SH | New |
| TotalEnergies SE | ACT | $209K | 0.1% | 3,200 SH | New |
| Vaneck Etf Trust | JP MRGAN EM LOC | $35.0M | 16.6%Prev: 19.5% | 1,353,700 SH | Decreased-53,600 SH |
| Vanguard /Tax-Managed Fds | VAN FTSE DEV MKT | $2.4M | 1.1%Prev: 1.2% | 38,461 SH | Increased-312 SH |
| Vanguard Bd Index FDS | TOTAL BND MRKT | $791K | 0.4% | 10,682 SH | New |
| Vanguard Index Fds | S&P 500 ETF SHS | $4.0M | 1.9%Prev: 2.0% | 6,325 SH | Increased+7 SH |
| Vanguard Index fds | TOTAL STK MKT | $9.4M | 4.5%Prev: 4.9% | 28,035 SH | Increased-1,477 SH |
| Vanguard Intl Equity Index | FTSE EMR MKT ETF | $1.7M | 0.8%Prev: 0.9% | 31,420 SH | Increased-1,610 SH |
| Vanguard Intl Equity Index | FTSE EUROPE ETF | $1.9M | 0.9%Prev: 0.9% | 22,300 SH | Increased-100 SH |
| Vanguard Intl Equity Index | FTSE PACIFIC ETF | $1.0M | 0.5%Prev: 0.6% | 11,500 SH | Increased-1,121 SH |
| Vanguard Intl Equity Index | TT WRLD ST ETF | $1.1M | 0.5%Prev: 0.7% | 7,500 SH | Decreased-2,200 SH |
| Verizon Communications Inc | COM | $489K | 0.2% | 12,000 SH | New |
| WisdomTree Tr | EMER MKT HIGH FD | $2.1M | 1.0% | 45,300 SH | New |
| WisdomTree Tr | US QTLY DIV GRT | $3.5M | 1.7%Prev: 2.2% | 38,998 SH | Decreased-8,515 SH |
| 13F-HR |
| 0000897069-26-001505 |
| $289.7M |
| View |
| Jul 18, 2025 | Q2 2025 | 13F-HR | 0000897069-25-001174 | $182.8M | View |
| Apr 23, 2026 | Q1 2026 | 13F-HR | 0000897069-26-000940 | $215.9M | View |
| Apr 16, 2025 | Q1 2025 | 13F-HR | 0000897069-25-000824 | $185.2M | View |