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CIK 0001863768 • 8 13F filings • Apr 23, 2025 – Oct 13, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADOBE INC | COM | $296K | 0.4% | 771 SH | |
| AFLAC INC | COM | $92K | 0.1% | 828 SH | |
| ALPHABET INC | CAP STK CL C | $331K | 0.5% | 2,116 SH | |
| AMAZON COM INC | COM | $458K | 0.6% | 2,405 SH | |
| AMGEN INC | COM | $361K | 0.5% | 1,160 SH | |
| APPLE INC | COM | $2.7M | 3.8% | 12,154 SH | |
| AT&T INC | COM | $54K | 0.1% | 1,913 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.6M | 3.6% | 4,799 SH | |
| CATERPILLAR INC | COM | $240K | 0.3% | 728 SH | |
| DBX ETF TR | XTRACKERS MSCI | $5K | 0.0% | 104 SH | |
| DELL TECHNOLOGIES INC | CL C | $293K | 0.4% | 3,212 SH | |
| DISNEY WALT CO | COM | $52K | 0.1% | 529 SH | |
| ELI LILLY & CO | COM | $1.9M | 2.7% | 2,328 SH | |
| EXXON MOBIL CORP | COM | $78K | 0.1% | 655 SH | |
| HOME DEPOT INC | COM | $67K | 0.1% | 183 SH | |
| INTEL CORP | COM | $52K | 0.1% | 2,302 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $1.0M | 1.5% | 5,939 SH | |
| ISHARES TR | 0-3 MNTH TREASRY | $327K | 0.5% | 3,249 SH | |
| ISHARES TR | CORE S&P SCP ETF | $6.7M | 9.5% | 64,013 SH | |
| ISHARES TR | ESG AWARE MSCI | $23K | 0.0% | 605 SH | |
| ISHARES TR | ESG AWR MSCI USA | $5K | 0.0% | 42 SH | |
| ISHARES TR | ESG MSCI LEADR | $16K | 0.0% | 164 SH | |
| ISHARES TR | IBOXX INV CP ETF | $869K | 1.2% | 7,997 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $2.0M | 2.9% | 10,187 SH | |
| ISHARES TR | US CONSM STAPLES | $21K | 0.0% | 297 SH | |
| JPMORGAN CHASE & CO. | COM | $517K | 0.7% | 2,108 SH | |
| LULULEMON ATHLETICA INC | COM | $603K | 0.9% | 2,129 SH | |
| MERCK & CO INC | COM | $18K | 0.0% | 200 SH | |
| META PLATFORMS INC | CL A | $397K | 0.6% | 689 SH | |
| MICROSOFT CORP | COM | $2.6M | 3.6% | 6,796 SH | |
| NIKE INC | CL B | $2.6M | 3.7% | 40,861 SH | |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | $6K | 0.0% | 139 SH | |
| NVIDIA CORPORATION | COM | $8K | 0.0% | 70 SH | |
| SELECT SECTOR SPDR TR | COMMUNICATION | $1.1M | 1.6% | 11,646 SH | |
| SELECT SECTOR SPDR TR | FINANCIAL | $1.2M | 1.7% | 23,548 SH | |
| SELECT SECTOR SPDR TR | INDL | $1.4M | 1.9% | 10,430 SH | |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | $1.1M | 1.5% | 5,394 SH | |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | $22K | 0.0% | 269 SH | |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $292K | 0.4% | 1,999 SH | |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | $23K | 0.0% | 289 SH | |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $3.4M | 4.8% | 16,346 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $10K | 0.0% | 17 SH | |
| SPDR SER TR | S&P 500 ESG ETF | $5K | 0.0% | 99 SH | |
| TESLA INC | COM | $69K | 0.1% | 265 SH | |
| UNDER ARMOUR INC | CL C | $12K | 0.0% | 1,960 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $34.7M | 49.0% | 126,074 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $123K | 0.2% | 715 SH | |
| VANGUARD WORLD FD | ESG US STK ETF | $97K | 0.1% | 990 SH |
| 13F-HR |
| 0001863768-25-000007 |
| $82.4M |
| View |
| Jul 31, 2026 | Q2 2026 | 13F-HR | 0001863768-26-000005 | $94.7M | View |
| Aug 7, 2025 | Q2 2025 | 13F-HR | 0001863768-25-000006 | $76.7M | View |
| Apr 15, 2026 | Q1 2026 | 13F-HR | 0001863768-26-000004 | $84.7M | View |
| Apr 24, 2025 | Q1 2025 | 13F-HR/A | 0001863768-25-000003 | $70.7M | View |