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CIK 0001706013 • 6 13F filings • May 14, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPS ETF TR | MED BREAKTHGH | $229K | 0.0%Prev: 0.0% | 4,469 SH | Decreased-1,846 SH |
| BLACKROCK ETF TRUST | US CARBON TRANS | $362K | 0.0%Prev: 0.0% | 4,885 SH | Decreased-192 SH |
| FIRST TR EXCHANGE TRADED FD | CLOUD COMPUTING | $692K | 0.0%Prev: 0.1% | 5,316 SH | Decreased-128 SH |
| FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | $332K | 0.0%Prev: 0.0% | 4,643 SH | Decreased-26 SH |
| GLOBAL X FDS | RBTCS ARTFL INTE | $714K | 0.0%Prev: 0.1% | 19,712 SH | Decreased-548 SH |
| INVESCO EXCH TRADED FD TR II | NATL AMT MUNI | $822K | 0.1%Prev: 0.1% | 35,466 SH | Increased+2,502 SH |
| ISHARES INC | CORE MSCI EMKT | $604K | 0.0%Prev: 0.0% | 8,980 SH | Increased-115 SH |
| ISHARES INC | ESG AWR MSCI EM | $7.7M | 0.5%Prev: 0.5% | 173,309 SH | Increased-872 SH |
| ISHARES TR | BARCLAYS 7 10 YR | $96.0M | 6.6%Prev: 6.5% | 998,550 SH | Increased+52,259 SH |
| ISHARES TR | CORE MSCI EAFE | $1.2M | 0.1%Prev: 0.1% | 12,962 SH | Decreased-425 SH |
| ISHARES TR | CORE MSCI TOTAL | $718K | 0.0%Prev: 0.0% | 8,483 SH | Increased+1,280 SH |
| ISHARES TR | CORE S&P MCP ETF | $93.6M | 6.5%Prev: 6.4% | 1,417,770 SH | Increased+43,068 SH |
| ISHARES TR | CORE S&P SCP ETF | $47.8M | 3.3%Prev: 3.3% | 398,139 SH | Increased+9,108 SH |
| ISHARES TR | CORE S&P500 ETF | $335.8M | 23.2%Prev: 23.4% | 490,212 SH | Increased+3,657 SH |
| ISHARES TR | CORE US AGGBD ET | $19.9M | 1.4%Prev: 1.3% | 199,572 SH | Increased+18,566 SH |
| ISHARES TR | EGSADVNCDMSCI EM | $495K | 0.0%Prev: 0.0% | 10,638 SH | Decreased-1,241 SH |
| ISHARES TR | ESG ADV TTL USD | $659K | 0.0%Prev: 0.0% | 15,010 SH | Decreased-165 SH |
| ISHARES TR | ESG AW MSCI EAFE | $26.9M | 1.9%Prev: 1.8% | 282,978 SH | Increased+7,112 SH |
| ISHARES TR | ESG AWARE MSCI | $6.6M | 0.5%Prev: 0.5% | 142,625 SH | Increased-246 SH |
| ISHARES TR | ESG AWR MSCI USA | $50.0M | 3.4%Prev: 3.5% | 335,335 SH | Increased+1,400 SH |
| ISHARES TR | ESG AWR US AGRGT | $2.1M | 0.1%Prev: 0.1% | 44,365 SH | Increased+3,670 SH |
| ISHARES TR | ESG AWRE 1 5 YR | $578K | 0.0%Prev: 0.0% | 22,899 SH | Increased+883 SH |
| ISHARES TR | ESG EAFE ETF | $928K | 0.1%Prev: 0.1% | 12,344 SH | Decreased-1,068 SH |
| ISHARES TR | ESG MSCI USA ETF | $2.9M | 0.2%Prev: 0.2% | 51,094 SH | Decreased-5,566 SH |
| ISHARES TR | EXPONENTIAL TECH | $945K | 0.1%Prev: 0.1% | 13,554 SH | Decreased-290 SH |
| ISHARES TR | GENOMICS IMMUN | $218K | 0.0%Prev: 0.0% | 8,311 SH | Decreased-1,244 SH |
| ISHARES TR | INTRM TR CRP ETF | $56.2M | 3.9%Prev: 3.9% | 1,042,575 SH | Increased+37,668 SH |
| ISHARES TR | ISHARES BIOTECH | $297K | 0.0%Prev: 0.0% | 1,762 SH | Increased-228 SH |
| ISHARES TR | JPMORGAN USD EMG | $2.8M | 0.2%Prev: 0.2% | 28,869 SH | Increased+1,614 SH |
| ISHARES TR | MSCI LW CRB TG | $857K | 0.1%Prev: 0.1% | 3,716 SH | Increased+14 SH |
| ISHARES TR | NATIONAL MUN ETF | $24.7M | 1.7%Prev: 1.7% | 231,054 SH | Increased+13,762 SH |
| ISHARES TR | S&P MC 400GR ETF | $337K | 0.0%Prev: 0.0% | 3,480 SH | Increased+12 SH |
| ISHARES TR | S&P MC 400VL ETF | $460K | 0.0%Prev: 0.0% | 3,496 SH | Decreased-253 SH |
| ISHARES TR | SH TR CRPORT ETF | $4.4M | 0.3%Prev: 0.3% | 83,505 SH | Increased+6,761 SH |
| ISHARES TR | SHRT NAT MUN ETF | $2.5M | 0.2%Prev: 0.2% | 23,247 SH | Increased+1,804 SH |
| J P MORGAN EXCHANGE TRADED F | SUSTAINABLE MUNI | $291K | 0.0%Prev: 0.0% | 5,784 SH | Increased+127 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $1.4M | 0.1%Prev: 0.1% | 49,276 SH | Increased+12,043 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $29.1M | 2.0%Prev: 2.0% | 891,124 SH | Increased-674 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $28.2M | 1.9%Prev: 1.9% | 952,375 SH | Increased+23,606 SH |
| SELECT SECTOR SPDR TR | COMMUNICATION | $922K | 0.1%Prev: 0.1% | 7,831 SH | Decreased-386 SH |
| SELECT SECTOR SPDR TR | ENERGY | $360K | 0.0%Prev: 0.0% | 8,050 SH | Decreased+3,881 SH |
| SELECT SECTOR SPDR TR | FINANCIAL | $1.2M | 0.1%Prev: 0.1% | 22,270 SH | Decreased-946 SH |
| SELECT SECTOR SPDR TR | RL EST SEL SEC | $268K | 0.0%Prev: 0.0% | 6,632 SH | Decreased+130 SH |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | $1.0M | 0.1%Prev: 0.1% | 8,510 SH | Decreased+4,056 SH |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | $535K | 0.0%Prev: 0.0% | 6,890 SH | Increased+186 SH |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $1.3M | 0.1%Prev: 0.1% | 8,266 SH | Increased-311 SH |
| SELECT SECTOR SPDR TR | SBI INT-INDS | $770K | 0.1%Prev: 0.1% | 4,962 SH | Decreased-243 SH |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | $273K | 0.0%Prev: 0.0% | 6,393 SH | Decreased+3,039 SH |
| SELECT SECTOR SPDR TR | SBI MATERIALS | $273K | 0.0%Prev: 0.0% | 6,024 SH | Decreased+2,936 SH |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $4.2M | 0.3%Prev: 0.3% | 29,400 SH | Decreased+13,323 SH |
| SPDR SER TR | AEROSPACE DEF | $362K | 0.0%Prev: 0.0% | 1,502 SH | Decreased-88 SH |
| SPDR SER TR | PORTFOLIO INTRMD | $1.8M | 0.1%Prev: 0.1% | 53,744 SH | Increased+3,581 SH |
| SPDR SER TR | PORTFOLIO LN COR | $895K | 0.1%Prev: 0.1% | 39,622 SH | Increased+3,013 SH |
| SPDR SER TR | RUSSELL YIELD | $346K | 0.0%Prev: 0.0% | 3,045 SH | Increased+691 SH |
| SPDR SER TR | SPDR S&P 500 ETF | $693K | 0.0%Prev: 0.0% | 12,342 SH | Increased+29 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $2.8M | 0.2%Prev: 0.2% | 35,276 SH | Increased+2,583 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $688K | 0.0%Prev: 0.0% | 9,293 SH | Increased+2,419 SH |
| VANGUARD CHARLOTTE FDS | INTL BD IDX ETF | $113.6M | 7.8%Prev: 7.8% | 2,351,481 SH | Increased+153,153 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $2.2M | 0.2%Prev: 0.2% | 4,550 SH | Increased+54 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $7.9M | 0.5%Prev: 0.6% | 28,443 SH | Decreased+781 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $7.7M | 0.5%Prev: 0.5% | 43,277 SH | Increased+1,568 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $356K | 0.0%Prev: 0.0% | 1,227 SH | Increased+32 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $4.0M | 0.3%Prev: 0.3% | 18,679 SH | Increased+609 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $4.1M | 0.3%Prev: 0.3% | 13,473 SH | Increased+339 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.3M | 0.2%Prev: 0.1% | 6,749 SH | Increased+1,055 SH |
| VANGUARD INDEX FDS | VALUE ETF | $1.5M | 0.1%Prev: 0.1% | 7,932 SH | Increased+566 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $75.1M | 5.2%Prev: 5.4% | 1,396,299 SH | Increased+19,730 SH |
| VANGUARD SCOTTSDALE FDS | MORTG-BACK SEC | $63.6M | 4.4%Prev: 4.4% | 1,350,779 SH | Increased+53,416 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $515K | 0.0%Prev: 0.0% | 6,829 SH | Increased+1,310 SH |
| VANGUARD TAX MANAGED INTL | FD FTSE DEV MKT ETF | $287.7M | 19.9%Prev: 19.7% | 4,604,747 SH | Increased+30,151 SH |
| VANGUARD WHITEHALL FDS INC | HIGH DIV YLD | $4.8M | 0.3%Prev: 0.3% | 33,466 SH | Increased+2,986 SH |
| VANGUARD WHITEHALL FDS INC | INTL HIGH ETF | $3.5M | 0.2%Prev: 0.2% | 38,403 SH | Increased+3,569 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $449K | 0.0%Prev: 0.0% | 3,711 SH | Decreased-347 SH |
| VANGUARD WORLD FD | INF TECH ETF | $205K | 0.0%Prev: 0.0% | 272 SH | Decreased-14 SH |
| WISDOMTREE TR | EMER MKT HIGH FD | $324K | 0.0%Prev: 0.0% | 6,927 SH | Increased+1,511 SH |
| WISDOMTREE TR | US SMALLCAP DIVD | $314K | 0.0%Prev: 0.0% | 9,378 SH | Increased+2,125 SH |
| 13F-HR |
| 0001706013-26-000007 |
| $1.66B |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001706013-25-000007 | $1.28B | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0001706013-26-000004 | $1.49B | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001706013-25-000004 | $1.17B | View |