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CIK 0001573263 • 7 13F filings • Apr 14, 2025 – Oct 14, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $564K | 0.2% | 3,647 SH | |
| ALPHABET INC | CAP STK CL C | $218K | 0.1% | 1,399 SH | |
| AMAZON COM INC | COM | $740K | 0.2% | 3,889 SH | |
| APPLE INC | COM | $2.4M | 0.7% | 10,833 SH | |
| AUTOMATIC DATA PROCESSING IN | COM | $288K | 0.1% | 942 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $437K | 0.1% | 820 SH | |
| BITWISE BITCOIN ETF TR | SHS BEN INT | $1.6M | 0.4% | 34,968 SH | |
| BITWISE ETHEREUM ETF | SHS | $432K | 0.1% | 32,941 SH | |
| BROADCOM INC | COM | $288K | 0.1% | 1,719 SH | |
| ELI LILLY & CO | COM | $261K | 0.1% | 316 SH | |
| EXXON MOBIL CORP | COM | $231K | 0.1% | 1,945 SH | |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | $299K | 0.1% | 1,857 SH | |
| HOME DEPOT INC | COM | $1.7M | 0.5% | 4,528 SH | |
| ISHARES TR | 0-5YR INVT GR CP | $19.6M | 5.5% | 389,788 SH | |
| ISHARES TR | CORE INTL AGGR | $3.9M | 1.1% | 78,360 SH | |
| ISHARES TR | CORE MSCI EAFE | $1.9M | 0.5% | 24,824 SH | |
| ISHARES TR | CORE S&P SCP ETF | $2.6M | 0.7% | 24,412 SH | |
| ISHARES TR | CORE S&P500 ETF | $17.6M | 4.9% | 31,273 SH | |
| ISHARES TR | CORE US AGGBD ET | $366K | 0.1% | 3,697 SH | |
| ISHARES TR | SHRT NAT MUN ETF | $1.6M | 0.5% | 15,618 SH | |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $44.7M | 12.5% | 949,295 SH | |
| JPMORGAN CHASE & CO. | COM | $327K | 0.1% | 1,334 SH | |
| LOWES COS INC | COM | $203K | 0.1% | 871 SH | |
| META PLATFORMS INC | CL A | $481K | 0.1% | 835 SH | |
| MICROSOFT CORP | COM | $1.2M | 0.3% | 3,190 SH | |
| NETFLIX INC | COM | $228K | 0.1% | 245 SH | |
| NORFOLK SOUTHN CORP | COM | $250K | 0.1% | 1,057 SH | |
| NVIDIA CORPORATION | COM | $1.0M | 0.3% | 9,498 SH | |
| PACER FDS TR | US CASH COWS 100 | $20.7M | 5.8% | 378,878 SH | |
| PROCTER AND GAMBLE CO | COM | $454K | 0.1% | 2,665 SH | |
| SOUTHERN CO | COM | $1.2M | 0.3% | 13,232 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $1.1M | 0.3% | 1,967 SH | |
| SPDR SER TR | PORTFOLI S&P1500 | $547K | 0.2% | 8,037 SH | |
| TESLA INC | COM | $294K | 0.1% | 1,133 SH | |
| UNITEDHEALTH GROUP INC | COM | $246K | 0.1% | 469 SH | |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | $12.2M | 3.4% | 126,303 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $15.5M | 4.4% | 198,314 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $11.0M | 3.1% | 149,336 SH | |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $18.3M | 5.1% | 375,519 SH | |
| VANGUARD INDEX FDS | LARGE CAP ETF | $2.4M | 0.7% | 9,309 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $113.4M | 31.8% | 220,752 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.5M | 0.4% | 5,301 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.4M | 0.4% | 7,058 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $2.0M | 0.6% | 32,630 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $28.4M | 8.0% | 559,193 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $19.6M | 5.5% | 36,103 SH | |
| VISA INC | COM CL A | $275K | 0.1% | 785 SH | |
| WALMART INC | COM | $292K | 0.1% | 3,331 SH | |
| WEYERHAEUSER CO MTN BE | COM NEW | $248K | 0.1% | 8,468 SH |
| 13F-HR |
| 0001573263-25-000007 |
| $437.4M |
| View |
| Jul 14, 2026 | Q2 2026 | 13F-HR | 0001573263-26-000004 | $522.7M | View |
| Jul 18, 2025 | Q2 2025 | 13F-HR | 0001573263-25-000005 | $399.3M | View |
| Apr 13, 2026 | Q1 2026 | 13F-HR | 0001573263-26-000003 | $463.7M | View |
| Apr 14, 2025 | Q1 2025 | 13F-HR | 0001573263-25-000004 | $356.4M | View |