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CIK 0002063600 • 1 13F filing • Apr 9, 2025 – Apr 9, 2025
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Past 1 quarter
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $232K | 0.7% | 927 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.4M | 4.0% | 3,029 SH | |
| COSTCO WHSL CORP NEW | COM | $228K | 0.7% | 249 SH | |
| ISHARES TR | 1 3 YR TREAS BD | $636K | 1.8% | 7,763 SH | |
| ISHARES TR | CORE MSCI EAFE | $2.9M | 8.3% | 40,827 SH | |
| ISHARES TR | ESG AW MSCI EAFE | $272K | 0.8% | 3,577 SH | |
| ISHARES TR | ESG AWR MSCI USA | $378K | 1.1% | 2,936 SH | |
| ISHARES TR | MSCI ACWI ETF | $562K | 1.6% | 4,780 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $232K | 0.7% | 1,050 SH | |
| ISHARES TR | S&P MC 400GR ETF | $359K | 1.0% | 3,951 SH | |
| ISHARES TR | S&P MC 400VL ETF | $381K | 1.1% | 3,045 SH | |
| MICROSOFT CORP | COM | $3.4M | 9.8% | 7,988 SH | |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | $571K | 1.7% | 16,636 SH | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $1.2M | 3.4% | 42,145 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $363K | 1.1% | 14,038 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $5.0M | 14.6% | 12,271 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $343K | 1.0% | 1,297 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.6M | 4.7% | 2,979 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $214K | 0.6% | 1,080 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.4M | 4.0% | 4,715 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $4.3M | 12.5% | 25,379 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $451K | 1.3% | 10,237 SH | |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $492K | 1.4% | 10,170 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $413K | 1.2% | 5,295 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | $547K | 1.6% | 6,119 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $4.3M | 12.6% | 22,110 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $1.7M | 4.9% | 13,324 SH | |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $442K | 1.3% | 6,510 SH | |
| WISDOMTREE TR | INTL SMCAP DIV | $210K | 0.6% | 3,342 SH |
Open a filing on Jive Data
| Filing Date | Quarter | Form | Accession | Portfolio | Filing |
|---|---|---|---|---|---|
| Apr 9, 2025 | Q4 2024 | 13F-HR | 0002063600-25-000001 | $34.4M | View |