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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 | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $252K | 0.0% | 1,000 SH | New |
| ADVANCED MICRO DEVICES INC | COM | $515K | 0.1% | 887 SH | New |
| ALPHABET INC | CAP STK CL A | $1.9M | 0.4%Prev: 0.2% | 5,345 SH | Increased+1,772 SH |
| ALPHABET INC | CAP STK CL C | $849K | 0.2%Prev: 0.1% | 2,402 SH | Increased+710 SH |
| AMAZON COM INC | COM | $1.4M | 0.3%Prev: 0.2% | 5,986 SH | Increased+1,916 SH |
| APPLE INC | COM | $4.0M | 0.8%Prev: 0.6% | 13,967 SH | Increased+2,685 SH |
| APPLIED MATLS INC | COM | $389K | 0.1% | 538 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $572K | 0.1%Prev: 0.1% | 1,143 SH | Increased+280 SH |
| BITWISE BITCOIN ETF TR | SHS BEN INT | $3.1M | 0.6%Prev: 0.6% | 98,102 SH | Increased+56,001 SH |
| BITWISE ETHEREUM ETF | SHS | $1.3M | 0.2%Prev: 0.2% | 112,955 SH | Increased+65,893 SH |
| BROADCOM INC | COM | $987K | 0.2%Prev: 0.1% | 2,613 SH | Increased+676 SH |
| CATERPILLAR INC | COM | $280K | 0.1% | 263 SH | New |
| CISCO SYS INC | COM | $276K | 0.1% | 2,348 SH | New |
| COCA COLA CO | COM | $437K | 0.1% | 5,373 SH | New |
| COSTCO WHOLESALE CORPORATION | COM | $252K | 0.0% | 269 SH | New |
| ELI LILLY & CO | COM | $630K | 0.1%Prev: 0.1% | 525 SH | Increased+213 SH |
| EXXON MOBIL CORP | COM | $393K | 0.1%Prev: 0.1% | 2,876 SH | Increased+965 SH |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | $1.5M | 0.3%Prev: 0.1% | 5,093 SH | Increased+2,928 SH |
| FIDELITY ETHEREUM FD | SHS | $209K | 0.0% | 13,278 SH | New |
| FIDELITY WISE ORIGIN BITCOIN | SHS | $642K | 0.1% | 12,580 SH | New |
| GE AEROSPACE | COM NEW | $260K | 0.0% | 696 SH | New |
| GOLDMAN SACHS GROUP INC | COM | $202K | 0.0% | 200 SH | New |
| HOME DEPOT INC | COM | $1.6M | 0.3%Prev: 0.4% | 4,411 SH | Decreased-205 SH |
| INTEL CORP | COM | $342K | 0.1% | 2,450 SH | New |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $227K | 0.0% | 750 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $330K | 0.1% | 448 SH | New |
| ISHARES TR | 0-5YR INVT GR CP | $25.7M | 4.9%Prev: 5.1% | 510,292 SH | Increased+108,265 SH |
| ISHARES TR | CORE INTL AGGR | $6.5M | 1.2%Prev: 1.0% | 128,884 SH | Increased+51,274 SH |
| ISHARES TR | CORE MSCI EAFE | $2.2M | 0.4%Prev: 0.5% | 22,747 SH | Increased-2,027 SH |
| ISHARES TR | CORE S&P SCP ETF | $4.0M | 0.8%Prev: 0.8% | 26,953 SH | Increased-825 SH |
| ISHARES TR | CORE S&P TTL STK | $204K | 0.0% | 1,240 SH | New |
| ISHARES TR | CORE S&P500 ETF | $20.0M | 3.8%Prev: 4.8% | 26,722 SH | Increased-3,962 SH |
| ISHARES TR | INTRM GOV CR ETF | $249K | 0.0% | 2,350 SH | New |
| ISHARES TR | NATIONAL MUN ETF | $657K | 0.1%Prev: 0.1% | 6,106 SH | Increased+699 SH |
| ISHARES TR | SHRT NAT MUN ETF | $2.5M | 0.5%Prev: 0.4% | 23,276 SH | Increased+7,800 SH |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $61.7M | 11.8%Prev: 11.6% | 1,314,982 SH | Increased+329,790 SH |
| JOHNSON & JOHNSON | COM | $1.1M | 0.2% | 4,418 SH | New |
| JPMORGAN CHASE & CO | COM | $629K | 0.1% | 1,923 SH | New |
| KLA CORP | COM NEW | $222K | 0.0% | 737 SH | New |
| LAM RESEARCH CORP | COM NEW | $266K | 0.1% | 614 SH | New |
| MASTERCARD INCORPORATED | CL A | $244K | 0.0%Prev: 0.1% | 476 SH | Increased+108 SH |
| META PLATFORMS INC | CL A | $736K | 0.1%Prev: 0.2% | 1,306 SH | Increased+378 SH |
| MICRON TECHNOLOGY INC | COM | $694K | 0.1% | 601 SH | New |
| MICROSOFT CORP | COM | $2.0M | 0.4%Prev: 0.4% | 5,369 SH | Increased+1,809 SH |
| NETFLIX INC. | COM | $210K | 0.0% | 2,936 SH | New |
| NORFOLK SOUTHN CORP | COM | $342K | 0.1%Prev: 0.1% | 1,088 SH | Increased-4 SH |
| NVIDIA CORPORATION | COM | $2.8M | 0.5%Prev: 0.4% | 14,029 SH | Increased+3,278 SH |
| ORACLE CORP | COM | $215K | 0.0% | 1,464 SH | New |
| PACER FDS TR | US CASH COWS 100 | $24.9M | 4.8%Prev: 4.9% | 400,271 SH | Increased+43,821 SH |
| PHILIP MORRIS INTL INC | COM | $308K | 0.1%Prev: 0.1% | 1,700 SH | Increased+140 SH |
| PROCTER & GAMBLE CO | COM | $402K | 0.1% | 2,741 SH | New |
| SOUTHERN CO | COM | $1.3M | 0.2%Prev: 0.1% | 13,296 SH | Increased+7,420 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $525K | 0.1% | 5,784 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $2.0M | 0.4% | 2,692 SH | New |
| TECHNIPFMC PLC | COM | $303K | 0.1% | 4,572 SH | New |
| TESLA INC | COM | $656K | 0.1%Prev: 0.1% | 1,560 SH | Increased+282 SH |
| TEXAS INSTRS INC | COM | $211K | 0.0% | 707 SH | New |
| TJX COS INC NEW | COM | $206K | 0.0% | 1,358 SH | New |
| UNITEDHEALTH GROUP INC | COM | $298K | 0.1% | 718 SH | New |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | $21.1M | 4.0%Prev: 3.6% | 153,116 SH | Increased+11,530 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $19.5M | 3.7%Prev: 4.0% | 250,382 SH | Increased+48,707 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $12.4M | 2.4%Prev: 2.7% | 169,482 SH | Increased+21,469 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $24.0M | 4.6%Prev: 4.9% | 496,529 SH | Increased+97,886 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $3.1M | 0.6%Prev: 0.7% | 9,083 SH | Increased-192 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $166.2M | 31.8%Prev: 33.1% | 241,952 SH | Increased+9,555 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.4M | 0.5%Prev: 0.3% | 6,501 SH | Increased+2,235 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $549K | 0.1% | 6,559 SH | New |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $686K | 0.1% | 8,678 SH | New |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.4M | 0.3%Prev: 0.3% | 6,033 SH | Increased+513 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $1.5M | 0.3%Prev: 0.6% | 17,265 SH | Decreased-17,888 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $44.9M | 8.6%Prev: 8.4% | 630,260 SH | Increased+45,253 SH |
| VANGUARD WORLD FD | INF TECH ETF | $36.4M | 7.0%Prev: 6.9% | 304,688 SH | Increased+263,237 SH |
| VISA INC | COM CL A | $585K | 0.1%Prev: 0.1% | 1,704 SH | Increased+801 SH |
| WALMART INC | COM | $569K | 0.1%Prev: 0.1% | 5,022 SH | Decreased-842 SH |
| WEYERHAEUSER CO | COM NEW | $207K | 0.0% | 8,646 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 |