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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 | $165K | 0.2% | 467 SH | New |
| AFLAC INC | COM | $92K | 0.1%Prev: 0.1% | 828 SH | Decreased |
| ALPHABET INC | CAP STK CL C | $515K | 0.6%Prev: 0.9% | 2,116 SH | Decreased-291 SH |
| AMAZON COM INC | COM | $830K | 1.0%Prev: 1.1% | 3,781 SH | Decreased-669 SH |
| AMGEN INC | COM | $327K | 0.4%Prev: 0.4% | 1,160 SH | Decreased |
| APPLE INC | COM | $3.5M | 4.2%Prev: 3.8% | 13,654 SH | Decreased+1,269 SH |
| AT&T INC | COM | $54K | 0.1%Prev: 0.0% | 1,913 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.3M | 2.8%Prev: 2.1% | 4,574 SH | Increased+590 SH |
| CATERPILLAR INC | COM | $334K | 0.4%Prev: 0.9% | 701 SH | Decreased-118 SH |
| DBX ETF TR | XTRACKERS MSCI | $6K | 0.0%Prev: 0.0% | 104 SH | Decreased+5 SH |
| DELL TECHNOLOGIES INC | CL C | $405K | 0.5%Prev: 1.1% | 2,855 SH | Decreased+546 SH |
| DISNEY WALT CO | COM | $61K | 0.1%Prev: 0.1% | 529 SH | Decreased-269 SH |
| ELI LILLY & CO | COM | $1.7M | 2.1%Prev: 2.6% | 2,291 SH | Decreased+231 SH |
| EXXON MOBIL CORP | COM | $74K | 0.1%Prev: 0.1% | 655 SH | Increased+287 SH |
| HOME DEPOT INC | COM | $74K | 0.1%Prev: 0.1% | 183 SH | Increased |
| INTEL CORP | COM | $216K | 0.3%Prev: 0.6% | 6,433 SH | Decreased+2,682 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $1.0M | 1.2%Prev: 0.5% | 5,322 SH | Increased+3,153 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $331K | 0.4% | 3,288 SH | New |
| ISHARES TR | CORE S&P SCP ETF | $6.9M | 8.4%Prev: 5.6% | 58,427 SH | Increased+22,592 SH |
| ISHARES TR | ESG AWARE MSCI | $27K | 0.0%Prev: 0.0% | 605 SH | Decreased+15 SH |
| ISHARES TR | ESG AWR MSCI USA | $6K | 0.0%Prev: 0.0% | 42 SH | Decreased |
| ISHARES TR | ESG MSCI LEADR | $19K | 0.0%Prev: 0.0% | 164 SH | Decreased+9 SH |
| ISHARES TR | IBOXX INV CP ETF | $913K | 1.1%Prev: 1.3% | 8,190 SH | Decreased-3,511 SH |
| ISHARES TR | RUSSELL 2000 ETF | $2.7M | 3.2%Prev: 6.8% | 11,031 SH | Decreased-10,416 SH |
| ISHARES TR | US CONSM STAPLES | $20K | 0.0%Prev: 0.0% | 297 SH | Decreased |
| JPMORGAN CHASE & CO. | COM | $645K | 0.8% | 2,046 SH | New |
| LULULEMON ATHLETICA INC | COM | $380K | 0.5% | 2,135 SH | New |
| META PLATFORMS INC | CL A | $509K | 0.6%Prev: 0.6% | 693 SH | Decreased-257 SH |
| MICROSOFT CORP | COM | $3.4M | 4.1%Prev: 2.2% | 6,590 SH | Increased+980 SH |
| NIKE INC | CL B | $2.5M | 3.1%Prev: 1.4% | 36,275 SH | Increased+3,309 SH |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | $6K | 0.0%Prev: 0.0% | 139 SH | Decreased+5 SH |
| NVIDIA CORPORATION | COM | $13K | 0.0%Prev: 0.0% | 70 SH | Decreased |
| SELECT SECTOR SPDR TR | COMMUNICATION | $1.4M | 1.7% | 11,769 SH | New |
| SELECT SECTOR SPDR TR | FINANCIAL | $1.3M | 1.6% | 23,903 SH | New |
| SELECT SECTOR SPDR TR | INDL | $1.6M | 2.0% | 10,493 SH | New |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | $1.3M | 1.6% | 5,536 SH | New |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | $21K | 0.0% | 269 SH | New |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $204K | 0.2% | 1,468 SH | New |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | $25K | 0.0% | 289 SH | New |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $4.7M | 5.7% | 16,615 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $666 | 0.0% | 1 SH | New |
| SPDR SERIES TRUST | S&P 500 ESG ETF | $6K | 0.0% | 99 SH | New |
| TESLA INC | COM | $118K | 0.1%Prev: 0.1% | 265 SH | Increased |
| UNDER ARMOUR INC | CL C | $9K | 0.0%Prev: 0.0% | 1,960 SH | Decreased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $41.4M | 50.2%Prev: 51.2% | 126,114 SH | Decreased-4,775 SH |
| VANGUARD INDEX FDS | VALUE ETF | $133K | 0.2%Prev: 0.2% | 715 SH | Decreased |
| VANGUARD WORLD FD | ESG US STK ETF | $117K | 0.1%Prev: 0.1% | 990 SH | Decreased+34 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 |