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CIK 0001934965 • 6 13F filings • Apr 25, 2025 – Aug 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABRDN PRECIOUS METALS BASKET | PHYSCL PRECS MET | $617K | 0.6% | 4,767 SH | |
| AMEDISYS INC | COM | $505K | 0.5% | 5,450 SH | |
| APPLE INC | COM | $276K | 0.3% | 1,240 SH | |
| CVS HEALTH CORP | COM | $382K | 0.4% | 5,632 SH | |
| ETFS GOLD TR | PHYSCL GOLD SHS | $2.6M | 2.4% | 85,692 SH | |
| FIRST TR EXCH TRADED FD III | LNG/SHT EQUITY | $346K | 0.3% | 5,400 SH | |
| INVESCO EXCH TRADED FD TR II | CALIF AMT MUN | $995K | 0.9% | 41,735 SH | |
| ISHARES INC | CORE MSCI EMKT | $828K | 0.8% | 15,342 SH | |
| ISHARES TR | 0-5 YR TIPS ETF | $859K | 0.8% | 8,297 SH | |
| ISHARES TR | CALIF MUN BD ETF | $4.5M | 4.1% | 79,260 SH | |
| ISHARES TR | CORE MSCI EAFE | $251K | 0.2% | 3,320 SH | |
| ISHARES TR | CORE S&P MCP ETF | $2.3M | 2.1% | 39,785 SH | |
| ISHARES TR | CORE S&P SCP ETF | $4.7M | 4.4% | 45,417 SH | |
| ISHARES TR | ESG AWARE MSCI | $308K | 0.3% | 8,012 SH | |
| ISHARES TR | ESG AWRE 1 5 YR | $208K | 0.2% | 8,335 SH | |
| ISHARES TR | ESG MSCI USA ETF | $1.1M | 1.0% | 24,322 SH | |
| ISHARES TR | ESG SELECT SCRE | $380K | 0.4% | 9,725 SH | |
| ISHARES TR | ISHS 1-5YR INVS | $3.7M | 3.4% | 69,778 SH | |
| ISHARES TR | MSCI EAFE ETF | $4.2M | 3.9% | 51,067 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $209K | 0.2% | 578 SH | |
| ISHARES TR | S&P 500 VAL ETF | $560K | 0.5% | 2,941 SH | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $409K | 0.4% | 8,052 SH | |
| MICROSOFT CORP | COM | $287K | 0.3% | 765 SH | |
| PIMCO ETF TR | ENHANCD SHORT | $660K | 0.6% | 6,686 SH | |
| SCHWAB STRATEGIC TR | 1 5YR CORP BD | $323K | 0.3% | 13,106 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $3.5M | 3.2% | 140,132 SH | |
| SPDR GOLD TR | GOLD SHS | $941K | 0.9% | 3,266 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $940K | 0.9% | 1,681 SH | |
| SPDR SER TR | PORTFOLIO INTRMD | $400K | 0.4% | 12,040 SH | |
| SPDR SER TR | PORTFOLIO S&P500 | $267K | 0.2% | 4,063 SH | |
| SPDR SER TR | PORTFOLIO S&P600 | $296K | 0.3% | 7,257 SH | |
| SPDR SER TR | PORTFOLIO SHORT | $491K | 0.5% | 16,315 SH | |
| SPDR SER TR | PRTFLO S&P500 GW | $297K | 0.3% | 3,696 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $663K | 0.6% | 1,789 SH | |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $362K | 0.3% | 1,480 SH | |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $322K | 0.3% | 2,006 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $7.1M | 6.6% | 27,464 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $680K | 0.6% | 1,323 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $506K | 0.5% | 2,280 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $3.0M | 2.8% | 17,326 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $15.4M | 14.3% | 79,500 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $12.8M | 11.9% | 252,654 SH | |
| VANGUARD WORLD FD | ESG INTL STK ETF | $945K | 0.9% | 16,017 SH | |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $5.9M | 5.4% | 45,562 SH | |
| VANGUARD WORLD FD | MEGA GRWTH IND | $21.9M | 20.2% | 70,942 SH |
| 13F-HR |
| 0001934965-26-000004 |
| $167.1M |
| View |
| Aug 11, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004793 | $113.5M | View |
| May 7, 2026 | Q1 2026 | 13F-HR | 0001934965-26-000002 | $145.1M | View |
| Apr 25, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002343 | $108.2M | View |