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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 | $3.2M | 1.8%Prev: 1.5% | 17,393 SH | Decreased+443 SH |
| Alphabet Inc | CAP STK CL A | $2.0M | 1.1%Prev: 1.5% | 11,296 SH | Decreased-483 SH |
| Alphabet Inc | CAP STK CL C | $355K | 0.2%Prev: 0.1% | 2,000 SH | Decreased+865 SH |
| Amplify ETF Trust | AMPLIFY CYBERSEC | $976K | 0.5% | 11,296 SH | New |
| Apple Inc | COM | $2.3M | 1.3%Prev: 1.2% | 11,176 SH | Decreased-412 SH |
| Berkshire Hathaway Inc DEL | CL B NEW | $6.4M | 3.5%Prev: 2.2% | 13,131 SH | Increased+690 SH |
| BHP Group Ltd | SPONSORED ADS | $1.1M | 0.6% | 22,715 SH | New |
| Chevron Corp NEW | COM | $1.9M | 1.0%Prev: 0.7% | 13,248 SH | Decreased+1,550 SH |
| Costco Whsl Corp New | COM | $4.6M | 2.5%Prev: 1.5% | 4,640 SH | Increased+210 SH |
| iShares Inc | JP MORGAN EM ETF | $1.9M | 1.1%Prev: 0.4% | 48,000 SH | Increased+20,400 SH |
| iShares Tr | CORE 60/40 BALAN | $3.5M | 1.9%Prev: 2.0% | 57,590 SH | Decreased+40 SH |
| iShares Tr | FLTG RATE NT ETF | $307K | 0.2% | 6,015 SH | New |
| iShares Tr | IBOXX HI YD ETF | $28.0M | 15.3% | 346,600 SH | New |
| iShares Tr | TIPS BD ETF | $35.0M | 19.1%Prev: 17.8% | 318,500 SH | Decreased-153,160 SH |
| iShares Tr | U.S. MED DVC ETF | $4.7M | 2.6% | 74,611 SH | New |
| JPMorgan Chase & Co | COM | $5.1M | 2.8%Prev: 2.1% | 17,590 SH | Decreased-660 SH |
| Liberty Broadband Corp | COM SER A | $550K | 0.3% | 6,000 SH | New |
| Mastercard Incorporated | CL A | $745K | 0.4%Prev: 0.2% | 1,325 SH | Increased+25 SH |
| Microsoft Corp | COM | $5.4M | 2.9%Prev: 1.5% | 10,820 SH | Increased+116 SH |
| NVIDIA Corporation | COM | $2.0M | 1.1%Prev: 0.9% | 12,550 SH | Decreased+2,417 SH |
| Procter and Gamble Co | COM | $360K | 0.2%Prev: 0.1% | 2,260 SH | Decreased-185 SH |
| SPDR Gold Tr | GOLD SHS | $2.8M | 1.5%Prev: 1.2% | 9,050 SH | Decreased-200 SH |
| Spdr Series Trust | AEROSPACE DEF | $5.1M | 2.8% | 24,313 SH | New |
| Spinnaker ETF Series | SELECT STOXX EUR | $2.7M | 1.5% | 62,018 SH | New |
| Taiwan Semiconductor MFG Ltd | SPONSORED ADS | $1.1M | 0.6%Prev: 0.9% | 4,785 SH | Decreased-316 SH |
| Texas Pacific Land Corporati | COM | $211K | 0.1%Prev: 0.1% | 200 SH | Decreased-400 SH |
| Vaneck Etf Trust | JP MRGAN EM LOC | $35.7M | 19.5%Prev: 7.6% | 1,407,300 SH | Increased+550,200 SH |
| Vanguard /Tax-Managed Fds | VAN FTSE DEV MKT | $2.2M | 1.2% | 38,773 SH | New |
| Vanguard Index Fds | S&P 500 ETF SHS | $3.6M | 2.0%Prev: 1.8% | 6,318 SH | Decreased-1,299 SH |
| Vanguard Index fds | TOTAL STK MKT | $9.0M | 4.9%Prev: 3.1% | 29,512 SH | Decreased+5,177 SH |
| Vanguard Intl Equity Index | FTSE EMR MKT ETF | $1.6M | 0.9% | 33,030 SH | New |
| Vanguard Intl Equity Index | FTSE EUROPE ETF | $1.7M | 0.9% | 22,400 SH | New |
| Vanguard Intl Equity Index | FTSE PACIFIC ETF | $1.0M | 0.6% | 12,621 SH | New |
| Vanguard Intl Equity Index | TT WRLD ST ETF | $1.2M | 0.7% | 9,700 SH | New |
| Vanguard Scottsdale Fds | TOTAL WLD BD ETF | $738K | 0.4% | 10,648 SH | New |
| WisdomTree Tr | US QTLY DIV GRT | $4.0M | 2.2%Prev: 1.9% | 47,513 SH | Decreased-11,122 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 |