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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: 0.2% | 5,062 SH | Increased+1,415 SH |
| ALPHABET INC | CAP STK CL C | $634K | 0.1%Prev: 0.1% | 2,210 SH | Increased+811 SH |
| AMAZON COM INC | COM | $1.2M | 0.3%Prev: 0.2% | 5,579 SH | Increased+1,690 SH |
| APPLE INC | COM | $3.1M | 0.7%Prev: 0.7% | 12,303 SH | Increased+1,470 SH |
| AT&T INC | COM | $236K | 0.1% | 8,139 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $528K | 0.1%Prev: 0.1% | 1,101 SH | Increased+281 SH |
| BITWISE BITCOIN ETF TR | SHS BEN INT | $3.6M | 0.8%Prev: 0.4% | 97,538 SH | Increased+62,570 SH |
| BITWISE ETHEREUM ETF | SHS | $1.6M | 0.4%Prev: 0.1% | 108,395 SH | Increased+75,454 SH |
| BROADCOM INC | COM | $732K | 0.2%Prev: 0.1% | 2,364 SH | Increased+645 SH |
| COCA COLA CO | COM | $405K | 0.1% | 5,329 SH | New |
| COSTCO WHOLESALE CORPORATION | COM | $245K | 0.1% | 246 SH | New |
| ELI LILLY & CO | COM | $444K | 0.1%Prev: 0.1% | 483 SH | Increased+167 SH |
| EXXON MOBIL CORP | COM | $433K | 0.1%Prev: 0.1% | 2,554 SH | Increased+609 SH |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | $1.0M | 0.2%Prev: 0.1% | 4,987 SH | Increased+3,130 SH |
| FIDELITY WISE ORIGIN BITCOIN | SHS | $334K | 0.1% | 5,661 SH | New |
| HOME DEPOT INC | COM | $1.6M | 0.3%Prev: 0.5% | 4,839 SH | Decreased+311 SH |
| ISHARES TR | 0-5YR INVT GR CP | $24.8M | 5.4%Prev: 5.5% | 491,388 SH | Increased+101,600 SH |
| ISHARES TR | CORE INTL AGGR | $4.7M | 1.0%Prev: 1.1% | 94,866 SH | Increased+16,506 SH |
| ISHARES TR | CORE MSCI EAFE | $2.3M | 0.5%Prev: 0.5% | 25,380 SH | Increased+556 SH |
| ISHARES TR | CORE S&P SCP ETF | $3.4M | 0.7%Prev: 0.7% | 27,386 SH | Increased+2,974 SH |
| ISHARES TR | CORE S&P500 ETF | $17.6M | 3.8%Prev: 4.9% | 27,009 SH | Increased-4,264 SH |
| ISHARES TR | NATIONAL MUN ETF | $643K | 0.1% | 6,056 SH | New |
| ISHARES TR | SHRT NAT MUN ETF | $2.1M | 0.5%Prev: 0.5% | 19,973 SH | Increased+4,355 SH |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $60.5M | 13.0%Prev: 12.5% | 1,285,354 SH | Increased+336,059 SH |
| JOHNSON & JOHNSON | COM | $1.1M | 0.2% | 4,355 SH | New |
| JPMORGAN CHASE & CO | COM | $481K | 0.1% | 1,635 SH | New |
| MASTERCARD INCORPORATED | CL A | $226K | 0.0% | 452 SH | New |
| META PLATFORMS INC | CL A | $661K | 0.1%Prev: 0.1% | 1,155 SH | Increased+320 SH |
| MICROSOFT CORP | COM | $1.7M | 0.4%Prev: 0.3% | 4,561 SH | Increased+1,371 SH |
| NETFLIX INC. | COM | $280K | 0.1% | 2,915 SH | New |
| NORFOLK SOUTHN CORP | COM | $317K | 0.1%Prev: 0.1% | 1,106 SH | Increased+49 SH |
| NVIDIA CORPORATION | COM | $2.2M | 0.5%Prev: 0.3% | 12,844 SH | Increased+3,346 SH |
| PACER FDS TR | US CASH COWS 100 | $24.3M | 5.2%Prev: 5.8% | 388,027 SH | Increased+9,149 SH |
| PHILIP MORRIS INTL INC | COM | $258K | 0.1% | 1,562 SH | New |
| PROCTER & GAMBLE CO | COM | $421K | 0.1% | 2,915 SH | New |
| SOUTHERN CO | COM | $582K | 0.1%Prev: 0.3% | 6,025 SH | Decreased-7,207 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $482K | 0.1% | 6,099 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $1.5M | 0.3% | 2,329 SH | New |
| TECHNIPFMC PLC | COM | $314K | 0.1% | 4,541 SH | New |
| TESLA INC | COM | $532K | 0.1%Prev: 0.1% | 1,432 SH | Increased+299 SH |
| TJX COS INC NEW | COM | $201K | 0.0% | 1,256 SH | New |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | $17.7M | 3.8%Prev: 3.4% | 154,363 SH | Increased+28,060 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $19.1M | 4.1%Prev: 4.4% | 243,468 SH | Increased+45,154 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $10.9M | 2.4%Prev: 3.1% | 148,367 SH | Decreased-969 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $24.3M | 5.2%Prev: 5.1% | 505,344 SH | Increased+129,825 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $210K | 0.0% | 480 SH | New |
| VANGUARD INDEX FDS | LARGE CAP ETF | $2.7M | 0.6%Prev: 0.7% | 9,117 SH | Increased-192 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $145.9M | 31.5%Prev: 31.8% | 244,107 SH | Increased+23,355 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.0M | 0.4%Prev: 0.4% | 6,320 SH | Increased+1,019 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $536K | 0.1% | 7,138 SH | New |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $465K | 0.1% | 5,862 SH | New |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.3M | 0.3%Prev: 0.4% | 6,207 SH | Decreased-851 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $1.4M | 0.3%Prev: 0.6% | 18,042 SH | Decreased-14,588 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $39.6M | 8.5%Prev: 8.0% | 618,310 SH | Increased+59,117 SH |
| VANGUARD WORLD FD | INF TECH ETF | $27.0M | 5.8%Prev: 5.5% | 38,762 SH | Increased+2,659 SH |
| VISA INC | COM CL A | $382K | 0.1%Prev: 0.1% | 1,263 SH | Increased+478 SH |
| WALMART INC | COM | $603K | 0.1%Prev: 0.1% | 4,854 SH | Increased+1,523 SH |
| WEYERHAEUSER CO | COM NEW | $211K | 0.0% | 8,640 SH | New |
| 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 |