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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 | $1.0M | 0.7%Prev: 0.6% | 4,738 SH | Increased-29 SH |
| ALPHABET INC | CAP STK CL A | $265K | 0.2% | 922 SH | New |
| ALPHABET INC | CAP STK CL C | $245K | 0.2% | 855 SH | New |
| APPLE INC | COM | $344K | 0.2%Prev: 0.3% | 1,356 SH | Increased+116 SH |
| COLUMBIA ETF TR I | US EQUITY INCOME | $1.4M | 0.9% | 27,863 SH | New |
| CVS HEALTH CORP | COM | $404K | 0.3%Prev: 0.4% | 5,632 SH | Increased |
| ETFS GOLD TR | PHYSCL GOLD SHS | $2.5M | 1.7%Prev: 2.4% | 56,392 SH | Decreased-29,300 SH |
| FIRST TR EXCH TRADED FD III | LNG/SHT EQUITY | $322K | 0.2%Prev: 0.3% | 4,572 SH | Decreased-828 SH |
| ISHARES INC | CORE MSCI EMKT | $3.9M | 2.7%Prev: 0.8% | 55,588 SH | Increased+40,246 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $1.9M | 1.3%Prev: 0.8% | 18,493 SH | Increased+10,196 SH |
| ISHARES TR | CORE MSCI EAFE | $395K | 0.3%Prev: 0.2% | 4,368 SH | Increased+1,048 SH |
| ISHARES TR | CORE S&P MCP ETF | $2.7M | 1.9%Prev: 2.1% | 39,857 SH | Increased+72 SH |
| ISHARES TR | CORE S&P SCP ETF | $4.5M | 3.1%Prev: 4.4% | 36,027 SH | Decreased-9,390 SH |
| ISHARES TR | ESG AWRE 1 5 YR | $389K | 0.3%Prev: 0.2% | 15,512 SH | Increased+7,177 SH |
| ISHARES TR | ESG MSCI USA ETF | $2.0M | 1.4%Prev: 1.0% | 35,691 SH | Increased+11,369 SH |
| ISHARES TR | ISHS 1-5YR INVS | $6.1M | 4.2%Prev: 3.4% | 116,642 SH | Increased+46,864 SH |
| ISHARES TR | MSCI EAFE ETF | $6.5M | 4.5%Prev: 3.9% | 66,574 SH | Increased+15,507 SH |
| ISHARES TR | RUS 1000 GRW ETF | $243K | 0.2%Prev: 0.2% | 571 SH | Increased-7 SH |
| ISHARES TR | S&P 500 VAL ETF | $1.6M | 1.1%Prev: 0.5% | 7,508 SH | Increased+4,567 SH |
| MICROSOFT CORP | COM | $300K | 0.2%Prev: 0.3% | 811 SH | Increased+46 SH |
| PIMCO ETF TR | ENHANCD SHORT | $640K | 0.4%Prev: 0.6% | 6,470 SH | Decreased-216 SH |
| SCHWAB STRATEGIC TR | 1 5YR CORP BD | $228K | 0.2%Prev: 0.3% | 9,213 SH | Decreased-3,893 SH |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | $541K | 0.4% | 11,582 SH | New |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $9.2M | 6.3%Prev: 3.2% | 315,916 SH | Increased+175,784 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $217K | 0.1% | 8,474 SH | New |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $464K | 0.3% | 14,999 SH | New |
| SPDR GOLD TR | GOLD SHS | $1.4M | 0.9%Prev: 0.9% | 3,197 SH | Increased-69 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $1.6M | 1.1% | 36,569 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $1.1M | 0.8% | 1,703 SH | New |
| TESLA INC | COM | $222K | 0.2% | 597 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $779K | 0.5%Prev: 0.6% | 1,784 SH | Increased-5 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $381K | 0.3%Prev: 0.3% | 1,481 SH | Increased+1 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $692K | 0.5%Prev: 0.3% | 3,753 SH | Increased+1,747 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $5.8M | 4.0%Prev: 6.6% | 20,282 SH | Decreased-7,182 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $783K | 0.5%Prev: 0.6% | 1,310 SH | Increased-13 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.5M | 1.0%Prev: 0.5% | 5,547 SH | Increased+3,267 SH |
| VANGUARD INDEX FDS | VALUE ETF | $4.3M | 3.0%Prev: 2.8% | 22,033 SH | Increased+4,707 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $20.5M | 14.1%Prev: 14.3% | 95,132 SH | Increased+15,632 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $23.1M | 15.9%Prev: 11.9% | 360,959 SH | Increased+108,305 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $1.2M | 0.8%Prev: 0.9% | 16,768 SH | Increased+751 SH |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $10.5M | 7.2%Prev: 5.4% | 72,513 SH | Increased+26,951 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $23.0M | 15.9%Prev: 20.2% | 62,600 SH | Increased-8,342 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 |