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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 | $73K | 0.1%Prev: 0.4% | 210 SH | Decreased-561 SH |
| AFLAC INC | COM | $91K | 0.1%Prev: 0.1% | 828 SH | Decreased |
| ALPHABET INC | CAP STK CL C | $664K | 0.8%Prev: 0.5% | 2,116 SH | Increased |
| AMAZON COM INC | COM | $913K | 1.1%Prev: 0.6% | 3,957 SH | Increased+1,552 SH |
| AMGEN INC | COM | $380K | 0.4%Prev: 0.5% | 1,160 SH | Increased |
| APPLE INC | COM | $3.5M | 4.1%Prev: 3.8% | 12,846 SH | Increased+692 SH |
| AT&T INC | COM | $48K | 0.1%Prev: 0.1% | 1,913 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.2M | 2.6%Prev: 3.6% | 4,325 SH | Decreased-474 SH |
| CATERPILLAR INC | COM | $396K | 0.5%Prev: 0.3% | 692 SH | Increased-36 SH |
| DBX ETF TR | XTRACKERS MSCI | $6K | 0.0%Prev: 0.0% | 99 SH | Increased-5 SH |
| DELL TECHNOLOGIES INC | CL C | $359K | 0.4%Prev: 0.4% | 2,855 SH | Increased-357 SH |
| DICKS SPORTING GOODS INC | COM | $142K | 0.2% | 719 SH | New |
| DISNEY WALT CO | COM | $110K | 0.1%Prev: 0.1% | 965 SH | Increased+436 SH |
| ELI LILLY & CO | COM | $2.3M | 2.8%Prev: 2.7% | 2,174 SH | Increased-154 SH |
| EXXON MOBIL CORP | COM | $79K | 0.1%Prev: 0.1% | 655 SH | Increased |
| HOME DEPOT INC | COM | $63K | 0.1%Prev: 0.1% | 183 SH | Decreased |
| INTEL CORP | COM | $266K | 0.3%Prev: 0.1% | 7,208 SH | Increased+4,906 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $740K | 0.9%Prev: 1.5% | 3,865 SH | Decreased-2,074 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $230K | 0.3%Prev: 0.5% | 2,288 SH | Decreased-961 SH |
| ISHARES TR | CORE S&P SCP ETF | $5.9M | 7.0%Prev: 9.5% | 49,503 SH | Decreased-14,510 SH |
| ISHARES TR | ESG AWARE MSCI | $27K | 0.0%Prev: 0.0% | 589 SH | Increased-16 SH |
| ISHARES TR | ESG AWR MSCI USA | $6K | 0.0%Prev: 0.0% | 41 SH | Increased-1 SH |
| ISHARES TR | ESG MSCI LEADR | $19K | 0.0%Prev: 0.0% | 155 SH | Increased-9 SH |
| ISHARES TR | IBOXX INV CP ETF | $991K | 1.2%Prev: 1.2% | 8,994 SH | Increased+997 SH |
| ISHARES TR | RUSSELL 2000 ETF | $3.5M | 4.1%Prev: 2.9% | 14,244 SH | Increased+4,057 SH |
| ISHARES TR | US CONSM STAPLES | $20K | 0.0%Prev: 0.0% | 297 SH | Decreased |
| JPMORGAN CHASE & CO. | COM | $690K | 0.8%Prev: 0.7% | 2,140 SH | Increased+32 SH |
| LULULEMON ATHLETICA INC | COM | $436K | 0.5%Prev: 0.9% | 2,096 SH | Decreased-33 SH |
| META PLATFORMS INC | CL A | $499K | 0.6%Prev: 0.6% | 756 SH | Increased+67 SH |
| MICROSOFT CORP | COM | $2.8M | 3.3%Prev: 3.6% | 5,804 SH | Increased-992 SH |
| NIKE INC | CL B | $2.5M | 3.0%Prev: 3.7% | 39,616 SH | Decreased-1,245 SH |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | $6K | 0.0%Prev: 0.0% | 134 SH | Increased-5 SH |
| NVIDIA CORPORATION | COM | $13K | 0.0%Prev: 0.0% | 70 SH | Increased |
| SELECT SECTOR SPDR TR | STATE STREET COM | $1.5M | 1.7% | 12,507 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET CON | $1.4M | 1.7% | 12,076 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $1.4M | 1.7% | 25,669 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $151K | 0.2% | 972 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET IND | $1.7M | 2.0% | 11,020 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $5.0M | 5.9% | 34,642 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET UTI | $12K | 0.0% | 289 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $682 | 0.0%Prev: 0.0% | 1 SH | Decreased-16 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $6K | 0.0% | 94 SH | New |
| TESLA INC | COM | $119K | 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 | $43.1M | 50.9%Prev: 49.0% | 128,485 SH | Increased+2,411 SH |
| VANGUARD INDEX FDS | VALUE ETF | $137K | 0.2%Prev: 0.2% | 715 SH | Increased |
| VANGUARD WORLD FD | ESG US STK ETF | $114K | 0.1%Prev: 0.1% | 945 SH | Increased-45 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 |