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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 | $849K | 0.5%Prev: 0.6% | 4,684 SH | Increased-82 SH |
| ALPHABET INC | CAP STK CL A | $330K | 0.2% | 923 SH | New |
| ALPHABET INC | CAP STK CL C | $302K | 0.2% | 856 SH | New |
| APPLE INC | COM | $393K | 0.2%Prev: 0.3% | 1,357 SH | Increased-160 SH |
| COLUMBIA ETF TR I | US EQUI INCO ETF | $1.5M | 0.9% | 28,709 SH | New |
| CVS HEALTH CORP | COM | $237K | 0.1%Prev: 0.3% | 2,295 SH | Decreased-3,337 SH |
| ETFS GOLD TR | PHYSCL GOLD SHS | $2.4M | 1.4%Prev: 2.2% | 62,504 SH | Decreased-16,143 SH |
| FIRST TR EXCH TRADED FD III | LNG/SHT EQUITY | $337K | 0.2%Prev: 0.3% | 4,572 SH | Decreased-829 SH |
| ISHARES INC | CORE MSCI EMKT | $4.8M | 2.9%Prev: 0.8% | 57,801 SH | Increased+42,578 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $2.2M | 1.3%Prev: 2.2% | 21,152 SH | Decreased-2,589 SH |
| ISHARES TR | CORE MSCI EAFE | $419K | 0.3%Prev: 0.3% | 4,337 SH | Increased+21 SH |
| ISHARES TR | CORE S&P MCP ETF | $2.9M | 1.7%Prev: 2.2% | 37,559 SH | Increased-2,715 SH |
| ISHARES TR | CORE S&P SCP ETF | $5.7M | 3.4%Prev: 2.2% | 38,253 SH | Increased+15,081 SH |
| ISHARES TR | ESG AWRE 1 5 YR | $382K | 0.2%Prev: 0.2% | 15,276 SH | Increased+5,609 SH |
| ISHARES TR | ESG MSCI USA ETF | $2.6M | 1.5%Prev: 1.2% | 36,954 SH | Increased+12,308 SH |
| ISHARES TR | ESG SELECT SCRE | $203K | 0.1%Prev: 0.3% | 3,900 SH | Decreased-4,277 SH |
| ISHARES TR | ISHS 1-5YR INVS | $6.2M | 3.7%Prev: 3.8% | 117,911 SH | Increased+36,780 SH |
| ISHARES TR | MSCI EAFE ETF | $7.1M | 4.3%Prev: 4.1% | 68,745 SH | Increased+17,207 SH |
| ISHARES TR | RUS 1000 GRW ETF | $283K | 0.2%Prev: 0.2% | 2,283 SH | Increased+1,705 SH |
| ISHARES TR | S&P 500 VAL ETF | $1.7M | 1.0%Prev: 0.5% | 7,531 SH | Increased+4,582 SH |
| MICROSOFT CORP | COM | $303K | 0.2%Prev: 0.3% | 813 SH | Decreased+27 SH |
| PIMCO ETF TR | ENHANCD SHORT | $487K | 0.3%Prev: 0.6% | 4,918 SH | Decreased-1,908 SH |
| SCHWAB STRATEGIC TR | 1 5YR CORP BD | $234K | 0.1% | 9,472 SH | New |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | $559K | 0.3% | 11,607 SH | New |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $10.7M | 6.4%Prev: 6.2% | 315,465 SH | Increased+73,611 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $250K | 0.1%Prev: 0.2% | 8,495 SH | Increased+71 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $555K | 0.3% | 15,043 SH | New |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $239K | 0.1% | 6,605 SH | New |
| SPDR GOLD TR | GOLD SHS | $1.2M | 0.7%Prev: 0.9% | 3,178 SH | Increased-19 SH |
| SPDR SERIES TRUST | ST INTER BD ETF | $417K | 0.2% | 12,465 SH | New |
| SPDR SERIES TRUST | ST SHOR CORP ETF | $494K | 0.3% | 16,454 SH | New |
| SPDR SERIES TRUST | ST STR P500ETF | $352K | 0.2% | 4,006 SH | New |
| SPDR SERIES TRUST | ST STR P500GRW | $443K | 0.3% | 3,726 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $1.3M | 0.8% | 1,703 SH | New |
| TESLA INC | COM | $251K | 0.2% | 597 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $865K | 0.5%Prev: 0.7% | 10,042 SH | Increased+8,263 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $454K | 0.3%Prev: 0.4% | 1,482 SH | Increased+8 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $745K | 0.4%Prev: 0.3% | 3,770 SH | Increased+1,786 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $6.7M | 4.0%Prev: 6.3% | 82,834 SH | Decreased+57,159 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $875K | 0.5%Prev: 0.7% | 1,275 SH | Increased-44 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.7M | 1.0%Prev: 1.1% | 5,562 SH | Increased+60 SH |
| VANGUARD INDEX FDS | VALUE ETF | $4.8M | 2.8%Prev: 2.7% | 21,823 SH | Increased+4,511 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $244K | 0.1% | 1,578 SH | New |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $22.8M | 13.7%Prev: 14.5% | 96,523 SH | Increased+16,070 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $27.3M | 16.4%Prev: 12.7% | 383,828 SH | Increased+131,451 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $1.5M | 0.9%Prev: 0.9% | 17,864 SH | Increased+1,998 SH |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $13.0M | 7.8%Prev: 5.4% | 79,304 SH | Increased+32,285 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $27.8M | 16.6%Prev: 20.9% | 316,007 SH | Increased+251,208 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 |