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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 | $980K | 0.7%Prev: 0.6% | 4,766 SH | Increased |
| ALPHABET INC | CAP STK CL A | $352K | 0.2%Prev: 0.2% | 1,123 SH | Increased |
| ALPHABET INC | CAP STK CL C | $268K | 0.2%Prev: 0.2% | 855 SH | Increased+1 SH |
| APPLE INC | COM | $417K | 0.3%Prev: 0.3% | 1,534 SH | Increased-2 SH |
| COLUMBIA ETF TR I | US EQUITY INCOME | $1.4M | 0.9%Prev: 1.1% | 28,563 SH | Decreased-1,992 SH |
| CVS HEALTH CORP | COM | $447K | 0.3%Prev: 0.3% | 5,632 SH | Increased |
| ETFS GOLD TR | PHYSCL GOLD SHS | $3.4M | 2.3%Prev: 2.3% | 81,712 SH | Increased-2,805 SH |
| FIRST TR EXCH TRADED FD III | LNG/SHT EQUITY | $384K | 0.3%Prev: 0.3% | 5,403 SH | Increased+1 SH |
| ISHARES INC | CORE MSCI EMKT | $2.7M | 1.9%Prev: 1.2% | 40,749 SH | Increased+15,235 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $2.8M | 2.0%Prev: 1.9% | 27,738 SH | Increased+2,547 SH |
| ISHARES TR | CORE MSCI EAFE | $391K | 0.3%Prev: 0.3% | 4,368 SH | Increased+52 SH |
| ISHARES TR | CORE S&P MCP ETF | $2.8M | 1.9%Prev: 2.0% | 41,981 SH | Decreased-509 SH |
| ISHARES TR | CORE S&P SCP ETF | $4.5M | 3.1%Prev: 2.2% | 37,349 SH | Increased+12,354 SH |
| ISHARES TR | ESG AWARE MSCI | $234K | 0.2%Prev: 0.2% | 5,083 SH | Decreased-1,879 SH |
| ISHARES TR | ESG AWRE 1 5 YR | $244K | 0.2%Prev: 0.2% | 9,671 SH | Decreased-251 SH |
| ISHARES TR | ESG MSCI USA ETF | $1.5M | 1.1%Prev: 1.0% | 26,531 SH | Increased+1,795 SH |
| ISHARES TR | ESG SELECT SCRE | $364K | 0.3%Prev: 0.3% | 8,161 SH | Increased+307 SH |
| ISHARES TR | ISHS 1-5YR INVS | $5.6M | 3.9%Prev: 3.5% | 106,473 SH | Increased+15,612 SH |
| ISHARES TR | MSCI EAFE ETF | $5.4M | 3.7%Prev: 3.8% | 56,242 SH | Increased+425 SH |
| ISHARES TR | RUS 1000 GRW ETF | $270K | 0.2%Prev: 0.2% | 571 SH | Increased+1 SH |
| ISHARES TR | S&P 500 VAL ETF | $1.6M | 1.1%Prev: 1.1% | 7,480 SH | Increased+35 SH |
| MICROSOFT CORP | COM | $382K | 0.3%Prev: 0.3% | 790 SH | Decreased+2 SH |
| PIMCO ETF TR | ENHANCD SHORT | $685K | 0.5%Prev: 0.5% | 6,946 SH | Increased+38 SH |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | $527K | 0.4% | 11,582 SH | New |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $7.9M | 5.5%Prev: 5.7% | 241,264 SH | Increased-237 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $227K | 0.2%Prev: 0.2% | 8,451 SH | Increased+26 SH |
| SPDR GOLD TR | GOLD SHS | $1.3M | 0.9%Prev: 0.8% | 3,197 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $1.2M | 0.8%Prev: 0.8% | 1,698 SH | Increased+5 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $1.7M | 1.1% | 37,036 SH | New |
| TESLA INC | COM | $268K | 0.2%Prev: 0.2% | 597 SH | Increased |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $689K | 0.5%Prev: 0.4% | 8,739 SH | Increased+1,632 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $870K | 0.6%Prev: 0.6% | 1,784 SH | Increased+1 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $702K | 0.5%Prev: 0.5% | 2,514 SH | Increased+184 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $662K | 0.5%Prev: 0.4% | 3,732 SH | Increased+306 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $6.1M | 4.2%Prev: 5.9% | 20,944 SH | Decreased-6,101 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $821K | 0.6%Prev: 0.6% | 1,309 SH | Increased-10 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.4M | 1.0%Prev: 1.0% | 5,529 SH | Increased+22 SH |
| VANGUARD INDEX FDS | VALUE ETF | $4.2M | 2.9%Prev: 3.0% | 22,063 SH | Increased-40 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $21.5M | 14.9%Prev: 14.3% | 97,959 SH | Increased+7,858 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $21.0M | 14.6%Prev: 12.8% | 336,393 SH | Increased+45,737 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $1.1M | 0.8%Prev: 0.8% | 16,038 SH | Increased-10 SH |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $8.1M | 5.6%Prev: 5.3% | 57,216 SH | Increased+4,520 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $27.1M | 18.7%Prev: 20.7% | 65,586 SH | Decreased-4,178 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 |