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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 | $1.5M | 0.3%Prev: 0.3% | 4,795 SH | Increased+109 SH |
| ALPHABET INC | CAP STK CL C | $612K | 0.1%Prev: 0.1% | 1,951 SH | Increased+54 SH |
| AMAZON COM INC | COM | $1.2M | 0.3%Prev: 0.2% | 5,009 SH | Increased+220 SH |
| APPLE INC | COM | $3.3M | 0.7%Prev: 0.7% | 11,980 SH | Increased+186 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $498K | 0.1%Prev: 0.1% | 991 SH | Decreased-171 SH |
| BITWISE BITCOIN ETF TR | SHS BEN INT | $2.8M | 0.6%Prev: 0.6% | 59,655 SH | Increased+14,139 SH |
| BITWISE ETHEREUM ETF | SHS | $1.3M | 0.3%Prev: 0.3% | 60,413 SH | Decreased+11,185 SH |
| BROADCOM INC | COM | $749K | 0.2%Prev: 0.2% | 2,165 SH | Increased-39 SH |
| COCA COLA CO | COM | $313K | 0.1% | 4,480 SH | New |
| ELI LILLY & CO | COM | $487K | 0.1%Prev: 0.1% | 453 SH | Increased-22 SH |
| EXXON MOBIL CORP | COM | $291K | 0.1%Prev: 0.1% | 2,421 SH | Increased+95 SH |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | $1.1M | 0.2%Prev: 0.3% | 4,987 SH | Decreased-108 SH |
| FIDELITY ETHEREUM FD | SHS | $219K | 0.0%Prev: 0.0% | 7,411 SH | Increased+2,427 SH |
| HOME DEPOT INC | COM | $1.5M | 0.3%Prev: 0.4% | 4,397 SH | Decreased-45 SH |
| ISHARES TR | 0-5YR INVT GR CP | $23.5M | 5.2%Prev: 5.2% | 462,972 SH | Increased+13,857 SH |
| ISHARES TR | CORE INTL AGGR | $4.6M | 1.0%Prev: 1.0% | 91,437 SH | Increased+8,226 SH |
| ISHARES TR | CORE MSCI EAFE | $2.0M | 0.5%Prev: 0.4% | 22,837 SH | Increased+668 SH |
| ISHARES TR | CORE S&P SCP ETF | $3.4M | 0.7%Prev: 0.7% | 28,027 SH | Increased+695 SH |
| ISHARES TR | CORE S&P500 ETF | $18.3M | 4.1%Prev: 4.4% | 26,785 SH | Decreased-2,168 SH |
| ISHARES TR | NATIONAL MUN ETF | $630K | 0.1%Prev: 0.1% | 5,885 SH | Decreased-68 SH |
| ISHARES TR | SHRT NAT MUN ETF | $2.1M | 0.5%Prev: 0.5% | 19,810 SH | Increased+995 SH |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $56.3M | 12.5%Prev: 12.2% | 1,189,548 SH | Increased+68,958 SH |
| JOHNSON & JOHNSON | COM | $890K | 0.2%Prev: 0.2% | 4,300 SH | Increased+80 SH |
| JPMORGAN CHASE & CO. | COM | $562K | 0.1%Prev: 0.1% | 1,743 SH | Increased+38 SH |
| MASTERCARD INCORPORATED | CL A | $268K | 0.1%Prev: 0.1% | 469 SH | Decreased-2 SH |
| META PLATFORMS INC | CL A | $737K | 0.2%Prev: 0.2% | 1,117 SH | Decreased+33 SH |
| MICROSOFT CORP | COM | $2.1M | 0.5%Prev: 0.5% | 4,353 SH | Decreased+175 SH |
| NETFLIX INC | COM | $248K | 0.1%Prev: 0.1% | 2,649 SH | Decreased+2,370 SH |
| NORFOLK SOUTHN CORP | COM | $317K | 0.1%Prev: 0.1% | 1,098 SH | Decreased+34 SH |
| NVIDIA CORPORATION | COM | $2.2M | 0.5%Prev: 0.5% | 11,814 SH | Increased+426 SH |
| ORACLE CORP | COM | $249K | 0.1%Prev: 0.1% | 1,277 SH | Decreased |
| PACER FDS TR | US CASH COWS 100 | $22.6M | 5.0%Prev: 4.9% | 376,069 SH | Increased+6,242 SH |
| PHILIP MORRIS INTL INC | COM | $274K | 0.1%Prev: 0.1% | 1,707 SH | Increased+107 SH |
| PROCTER AND GAMBLE CO | COM | $390K | 0.1%Prev: 0.1% | 2,719 SH | Increased+312 SH |
| SOUTHERN CO | COM | $524K | 0.1%Prev: 0.1% | 6,010 SH | Decreased+113 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $1.4M | 0.3%Prev: 0.3% | 2,036 SH | Increased-9 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $512K | 0.1% | 6,207 SH | New |
| TECHNIPFMC PLC | COM | $202K | 0.0% | 4,529 SH | New |
| TESLA INC | COM | $599K | 0.1%Prev: 0.1% | 1,331 SH | Increased+80 SH |
| UNITEDHEALTH GROUP INC | COM | $205K | 0.0%Prev: 0.1% | 621 SH | Decreased-52 SH |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | $16.5M | 3.7%Prev: 3.7% | 148,795 SH | Increased+1,410 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $17.9M | 4.0%Prev: 4.0% | 227,356 SH | Increased+8,296 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $11.0M | 2.5%Prev: 2.6% | 149,031 SH | Decreased-2,512 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $22.7M | 5.1%Prev: 5.1% | 470,587 SH | Increased+18,000 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $2.9M | 0.6%Prev: 0.6% | 9,115 SH | Increased-8 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $146.2M | 32.5%Prev: 32.5% | 233,095 SH | Increased+1,260 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.3M | 0.3%Prev: 0.3% | 3,815 SH | Decreased-291 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $289K | 0.1% | 3,625 SH | New |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.2M | 0.3%Prev: 0.3% | 5,332 SH | Increased+96 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $1.5M | 0.3%Prev: 0.4% | 19,770 SH | Decreased-1,846 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $38.2M | 8.5%Prev: 8.3% | 611,360 SH | Increased+4,057 SH |
| VANGUARD WORLD FD | INF TECH ETF | $27.9M | 6.2%Prev: 6.4% | 36,989 SH | Decreased-394 SH |
| VISA INC | COM CL A | $444K | 0.1%Prev: 0.1% | 1,267 SH | Increased+26 SH |
| WALMART INC | COM | $528K | 0.1%Prev: 0.1% | 4,735 SH | Increased+131 SH |
| WEYERHAEUSER CO MTN BE | COM NEW | $204K | 0.0%Prev: 0.0% | 8,592 SH | Decreased+172 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 |