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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 | $789K | 0.6%Prev: 0.5% | 4,766 SH | Decreased+82 SH |
| ALPHABET INC | CAP STK CL A | $273K | 0.2%Prev: 0.2% | 1,123 SH | Decreased+200 SH |
| ALPHABET INC | CAP STK CL C | $208K | 0.2%Prev: 0.2% | 854 SH | Decreased-2 SH |
| APPLE INC | COM | $391K | 0.3%Prev: 0.2% | 1,536 SH | Decreased+179 SH |
| COLUMBIA ETF TR I | US EQUITY INCOME | $1.4M | 1.1% | 30,555 SH | New |
| CVS HEALTH CORP | COM | $425K | 0.3%Prev: 0.1% | 5,632 SH | Increased+3,337 SH |
| ETFS GOLD TR | PHYSCL GOLD SHS | $3.1M | 2.3%Prev: 1.4% | 84,517 SH | Increased+22,013 SH |
| FIRST TR EXCH TRADED FD III | LNG/SHT EQUITY | $378K | 0.3%Prev: 0.2% | 5,402 SH | Increased+830 SH |
| ISHARES INC | CORE MSCI EMKT | $1.7M | 1.2%Prev: 2.9% | 25,514 SH | Decreased-32,287 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $2.6M | 1.9%Prev: 1.3% | 25,191 SH | Increased+4,039 SH |
| ISHARES TR | CORE MSCI EAFE | $377K | 0.3%Prev: 0.3% | 4,316 SH | Decreased-21 SH |
| ISHARES TR | CORE S&P MCP ETF | $2.8M | 2.0%Prev: 1.7% | 42,490 SH | Decreased+4,931 SH |
| ISHARES TR | CORE S&P SCP ETF | $3.0M | 2.2%Prev: 3.4% | 24,995 SH | Decreased-13,258 SH |
| ISHARES TR | ESG AWARE MSCI | $314K | 0.2% | 6,962 SH | New |
| ISHARES TR | ESG AWRE 1 5 YR | $251K | 0.2%Prev: 0.2% | 9,922 SH | Decreased-5,354 SH |
| ISHARES TR | ESG MSCI USA ETF | $1.4M | 1.0%Prev: 1.5% | 24,736 SH | Decreased-12,218 SH |
| ISHARES TR | ESG SELECT SCRE | $344K | 0.3%Prev: 0.1% | 7,854 SH | Increased+3,954 SH |
| ISHARES TR | ISHS 1-5YR INVS | $4.8M | 3.5%Prev: 3.7% | 90,861 SH | Decreased-27,050 SH |
| ISHARES TR | MSCI EAFE ETF | $5.2M | 3.8%Prev: 4.3% | 55,817 SH | Decreased-12,928 SH |
| ISHARES TR | RUS 1000 GRW ETF | $267K | 0.2%Prev: 0.2% | 570 SH | Decreased-1,713 SH |
| ISHARES TR | S&P 500 VAL ETF | $1.5M | 1.1%Prev: 1.0% | 7,445 SH | Decreased-86 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $252K | 0.2% | 4,935 SH | New |
| MICROSOFT CORP | COM | $408K | 0.3%Prev: 0.2% | 788 SH | Increased-25 SH |
| PIMCO ETF TR | ENHANCD SHORT | $683K | 0.5%Prev: 0.3% | 6,908 SH | Increased+1,990 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $7.7M | 5.7%Prev: 6.4% | 241,501 SH | Decreased-73,964 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $222K | 0.2%Prev: 0.1% | 8,425 SH | Decreased-70 SH |
| SPDR GOLD TR | GOLD SHS | $1.1M | 0.8%Prev: 0.7% | 3,197 SH | Decreased+19 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $1.1M | 0.8% | 1,693 SH | New |
| SPDR SERIES TRUST | PORTFOLIO INTRMD | $414K | 0.3% | 12,203 SH | New |
| SPDR SERIES TRUST | PORTFOLIO S&P500 | $323K | 0.2% | 4,121 SH | New |
| SPDR SERIES TRUST | PORTFOLIO SHORT | $505K | 0.4% | 16,666 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 GW | $386K | 0.3% | 3,697 SH | New |
| TESLA INC | COM | $265K | 0.2%Prev: 0.2% | 597 SH | Increased |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $561K | 0.4% | 7,107 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $855K | 0.6%Prev: 0.5% | 1,783 SH | Decreased-8,259 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $684K | 0.5%Prev: 0.3% | 2,330 SH | Increased+848 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $598K | 0.4%Prev: 0.4% | 3,426 SH | Decreased-344 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $7.9M | 5.9%Prev: 4.0% | 27,045 SH | Increased-55,789 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $808K | 0.6%Prev: 0.5% | 1,319 SH | Decreased+44 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.4M | 1.0%Prev: 1.0% | 5,507 SH | Decreased-55 SH |
| VANGUARD INDEX FDS | VALUE ETF | $4.1M | 3.0%Prev: 2.8% | 22,103 SH | Decreased+280 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $497K | 0.4%Prev: 0.1% | 3,483 SH | Increased+1,905 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $19.4M | 14.3%Prev: 13.7% | 90,101 SH | Decreased-6,422 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $17.4M | 12.8%Prev: 16.4% | 290,656 SH | Decreased-93,172 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $1.1M | 0.8%Prev: 0.9% | 16,048 SH | Decreased-1,816 SH |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $7.3M | 5.3%Prev: 7.8% | 52,696 SH | Decreased-26,608 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $28.1M | 20.7%Prev: 16.6% | 69,764 SH | Increased-246,243 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 |