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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 | $658K | 0.6%Prev: 0.7% | 4,766 SH | Decreased+28 SH |
| AMEDISYS INC | COM | $701K | 0.6% | 7,128 SH | New |
| APPLE INC | COM | $311K | 0.3%Prev: 0.2% | 1,517 SH | Decreased+161 SH |
| CVS HEALTH CORP | COM | $388K | 0.3%Prev: 0.3% | 5,632 SH | Decreased |
| ETFS GOLD TR | PHYSCL GOLD SHS | $2.5M | 2.2%Prev: 1.7% | 78,647 SH | Decreased+22,255 SH |
| FIRST TR EXCH TRADED FD III | LNG/SHT EQUITY | $358K | 0.3%Prev: 0.2% | 5,401 SH | Increased+829 SH |
| ISHARES INC | CORE MSCI EMKT | $914K | 0.8%Prev: 2.7% | 15,223 SH | Decreased-40,365 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $2.4M | 2.2%Prev: 1.3% | 23,741 SH | Increased+5,248 SH |
| ISHARES TR | CORE MSCI EAFE | $360K | 0.3%Prev: 0.3% | 4,316 SH | Decreased-52 SH |
| ISHARES TR | CORE S&P MCP ETF | $2.5M | 2.2%Prev: 1.9% | 40,274 SH | Decreased+417 SH |
| ISHARES TR | CORE S&P SCP ETF | $2.5M | 2.2%Prev: 3.1% | 23,172 SH | Decreased-12,855 SH |
| ISHARES TR | ESG AWARE MSCI | $287K | 0.3% | 6,940 SH | New |
| ISHARES TR | ESG AWRE 1 5 YR | $243K | 0.2%Prev: 0.3% | 9,667 SH | Decreased-5,845 SH |
| ISHARES TR | ESG MSCI USA ETF | $1.3M | 1.2%Prev: 1.4% | 24,646 SH | Decreased-11,045 SH |
| ISHARES TR | ESG SELECT SCRE | $339K | 0.3% | 8,177 SH | New |
| ISHARES TR | ISHS 1-5YR INVS | $4.3M | 3.8%Prev: 4.2% | 81,131 SH | Decreased-35,511 SH |
| ISHARES TR | MSCI EAFE ETF | $4.6M | 4.1%Prev: 4.5% | 51,538 SH | Decreased-15,036 SH |
| ISHARES TR | RUS 1000 GRW ETF | $246K | 0.2%Prev: 0.2% | 578 SH | Increased+7 SH |
| ISHARES TR | S&P 500 VAL ETF | $576K | 0.5%Prev: 1.1% | 2,949 SH | Decreased-4,559 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $247K | 0.2% | 4,860 SH | New |
| MICROSOFT CORP | COM | $391K | 0.3%Prev: 0.2% | 786 SH | Increased-25 SH |
| PIMCO ETF TR | ENHANCD SHORT | $674K | 0.6%Prev: 0.4% | 6,826 SH | Increased+356 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $7.1M | 6.2%Prev: 6.3% | 241,854 SH | Decreased-74,062 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $206K | 0.2%Prev: 0.1% | 8,424 SH | Decreased-50 SH |
| SPDR GOLD TR | GOLD SHS | $975K | 0.9%Prev: 0.9% | 3,197 SH | Decreased |
| SPDR S&P 500 ETF TR | TR UNIT | $1.0M | 0.9% | 1,687 SH | New |
| SPDR SERIES TRUST | PORTFOLIO INTRMD | $407K | 0.4% | 12,128 SH | New |
| SPDR SERIES TRUST | PORTFOLIO S&P500 | $307K | 0.3% | 4,228 SH | New |
| SPDR SERIES TRUST | PORTFOLIO SHORT | $498K | 0.4% | 16,493 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 GW | $352K | 0.3% | 3,697 SH | New |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $210K | 0.2% | 2,671 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $780K | 0.7%Prev: 0.5% | 1,779 SH | Increased-5 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $419K | 0.4%Prev: 0.3% | 1,474 SH | Increased-7 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $326K | 0.3%Prev: 0.5% | 1,984 SH | Decreased-1,769 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $7.2M | 6.3%Prev: 4.0% | 25,675 SH | Increased+5,393 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $749K | 0.7%Prev: 0.5% | 1,319 SH | Decreased+9 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.3M | 1.1%Prev: 1.0% | 5,502 SH | Decreased-45 SH |
| VANGUARD INDEX FDS | VALUE ETF | $3.1M | 2.7%Prev: 3.0% | 17,312 SH | Decreased-4,721 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $16.5M | 14.5%Prev: 14.1% | 80,453 SH | Decreased-14,679 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $14.4M | 12.7%Prev: 15.9% | 252,377 SH | Decreased-108,582 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $1.0M | 0.9%Prev: 0.8% | 15,866 SH | Decreased-902 SH |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $6.2M | 5.4%Prev: 7.2% | 47,019 SH | Decreased-25,494 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $23.7M | 20.9%Prev: 15.9% | 64,799 SH | Increased+2,199 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 |