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CIK 0001696802 • 7 13F filings • May 13, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $471K | 0.4%Prev: 0.4% | 3,756 SH | Increased+744 SH |
| ANNEXON INC | COM | $66K | 0.1%Prev: 0.1% | 13,226 SH | Decreased-13,801 SH |
| BICYCLE THERAPEUTICS PLC | SPONSORED ADS | $95K | 0.1% | 13,371 SH | New |
| CYTOMX THERAPEUTICS INC | COM | $80K | 0.1%Prev: 0.1% | 18,699 SH | Increased+590 SH |
| DANAHER CORPORATION | COM | $209K | 0.2%Prev: 0.3% | 915 SH | Decreased-398 SH |
| DBX ETF TR | XTRACK MSCI EAFE | $6.2M | 5.4%Prev: 5.3% | 127,851 SH | Increased+8,193 SH |
| DEERE & CO | COM | $528K | 0.5%Prev: 0.5% | 1,133 SH | Increased+4 SH |
| EDWARDS LIFESCIENCES CORP | COM | $521K | 0.5%Prev: 0.3% | 6,113 SH | Increased+1,621 SH |
| FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | $698K | 0.6%Prev: 0.7% | 18,435 SH | Decreased-519 SH |
| FLEXSHARES TR | STOX GBL ESG SLT | $4.7M | 4.2%Prev: 4.6% | 22,999 SH | Decreased-1,371 SH |
| GERON CORP | COM | $68K | 0.1%Prev: 0.1% | 51,320 SH | Decreased-938 SH |
| INCYTE CORP | COM | $513K | 0.5%Prev: 0.3% | 5,198 SH | Increased+1,454 SH |
| ISHARES INC | CUR HD MSCI EM | $2.1M | 1.8%Prev: 1.6% | 60,169 SH | Increased+11,714 SH |
| ISHARES INC | ESG AWR MSCI EM | $16.1M | 14.2%Prev: 8.3% | 363,728 SH | Increased+165,743 SH |
| ISHARES TR | 3 7 YR TREAS BD | $566K | 0.5%Prev: 0.6% | 4,740 SH | Decreased-164 SH |
| ISHARES TR | CORE 30/70 CONSE | $2.4M | 2.1% | 58,682 SH | New |
| ISHARES TR | CORE HIGH DV ETF | $8.4M | 7.4%Prev: 4.7% | 69,308 SH | Increased+29,419 SH |
| ISHARES TR | CORE S&P500 ETF | $3.2M | 2.8%Prev: 2.6% | 4,707 SH | Increased+661 SH |
| ISHARES TR | ESG AW MSCI EAFE | $20.1M | 17.7%Prev: 16.6% | 211,190 SH | Increased+25,960 SH |
| ISHARES TR | GLB INFRASTR ETF | $244K | 0.2%Prev: 0.2% | 3,968 SH | Increased+63 SH |
| ISHARES TR | IBOXX HI YD ETF | $265K | 0.2%Prev: 0.3% | 3,290 SH | Increased+61 SH |
| ISHARES TR | IBOXX INV CP ETF | $223K | 0.2%Prev: 0.2% | 2,021 SH | Increased+30 SH |
| ISHARES TR | MSCI USA MMENTM | $12.7M | 11.2%Prev: 9.3% | 50,646 SH | Increased+13,152 SH |
| ISHARES TR | TIPS BD ETF | $245K | 0.2%Prev: 0.2% | 2,228 SH | Decreased+17 SH |
| JPMORGAN CHASE & CO. | COM | $1.1M | 1.0%Prev: 1.0% | 3,353 SH | Increased+16 SH |
| MEDTRONIC PLC | SHS | $411K | 0.4%Prev: 0.4% | 4,280 SH | Increased+135 SH |
| MEREO BIOPHARMA GROUP PLC | SPON ADS | $13K | 0.0%Prev: 0.1% | 31,768 SH | Decreased-1,412 SH |
| MIRUM PHARMACEUTICALS INC | COM | $210K | 0.2% | 2,663 SH | New |
| NKARTA INC | COM | $75K | 0.1%Prev: 0.1% | 40,702 SH | Decreased+1,250 SH |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | $6.4M | 5.6%Prev: 10.5% | 141,379 SH | Decreased-106,568 SH |
| NVIDIA CORPORATION | COM | $2.6M | 2.3%Prev: 2.5% | 13,976 SH | |
| PFIZER INC | COM | $476K | 0.4%Prev: 0.3% | 19,104 SH | Increased+6,526 SH |
| PHILIP MORRIS INTL INC | COM | $230K | 0.2%Prev: 0.2% | 1,437 SH | Decreased+13 SH |
| PROSHARES TR | PSHS ULT S&P 500 | $472K | 0.4%Prev: 0.4% | 8,146 SH | Increased+4,080 SH |
| PROSHARES TR | PSHS ULTRUSS2000 | $375K | 0.3%Prev: 0.4% | 7,977 SH | Increased+32 SH |
| REGENERON PHARMACEUTICALS | COM | $329K | 0.3%Prev: 0.2% | 427 SH | Increased+15 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $339K | 0.3% | 586 SH | New |
| UNITEDHEALTH GROUP INC | COM | $479K | 0.4%Prev: 0.4% | 1,452 SH | Increased+322 SH |
| VANGUARD INDEX FDS | VALUE ETF | $662K | 0.6%Prev: 3.0% | 3,465 SH | Decreased-12,979 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $9.7M | 8.6%Prev: 7.1% | 181,105 SH | Increased+44,383 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $7.7M | 6.8%Prev: 6.4% | 123,208 SH | Increased+12,740 SH |
| WISDOMTREE TR | US SMALLCAP FUND | $1.0M | 0.9%Prev: 1.0% | 17,760 SH | Increased-159 SH |
| ZURA BIO LTD | CLASS A ORD SHS | $103K | 0.1%Prev: 0.1% | 19,577 SH | Increased-1,941 SH |
| 13F-HR |
| 0001085146-26-000598 |
| $92.0M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR/A | 0001085146-25-005150 | $89.5M | View |
| May 13, 2026 | Q1 2026 | 13F-HR | 0001696802-26-000003 | $110.0M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001085146-25-003053 | $86.9M | View |