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CIK 0001806630 • 4 13F filings • Nov 6, 2025 – Aug 5, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND GROWE | SHS ETF | $249K | 0.2%Prev: 0.2% | 7,000 SH | Decreased |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $6.1M | 4.8% | 139,064 SH | New |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | $3.5M | 2.8% | 78,875 SH | New |
| EA SERIES TRUST | ALTRIUS GBL DIV | $385K | 0.3%Prev: 0.3% | 10,000 SH | Decreased |
| GLOBAL X FDS | S&P 500 CATHOLIC | $1.9M | 1.5% | 22,772 SH | New |
| GLOBAL X FDS | S&P EX US ETF | $739K | 0.6% | 20,000 SH | New |
| GUGGENHEIM STRATEGIC OPPORTU | COM SBI | $2.6M | 2.0%Prev: 1.9% | 198,923 SH | Decreased-143,314 SH |
| ISHARES TR | CORE US AGGBD ET | $7.4M | 5.9%Prev: 7.0% | 73,970 SH | Decreased-38,558 SH |
| ISHARES TR | ESG AWR US AGRGT | $463K | 0.4%Prev: 0.3% | 9,667 SH | Increased |
| ISHARES TR | MSCI INDIA ETF | $5.8M | 4.6% | 107,321 SH | New |
| ISHARES TR | MSCI USA MIN VOL | $518K | 0.4% | 5,500 SH | New |
| ISHARES TR | SELECT DIVID ETF | $565K | 0.4%Prev: 0.6% | 4,000 SH | Decreased-2,000 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $960K | 0.8% | 18,194 SH | New |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $1.4M | 1.1%Prev: 8.9% | 17,162 SH | Decreased-160,461 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $11.6M | 9.2%Prev: 6.5% | 156,766 SH | Increased+15,104 SH |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $4.1M | 3.2%Prev: 4.8% | 82,128 SH | Decreased-66,736 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $367K | 0.3%Prev: 0.5% | 1,754 SH | Decreased-1,257 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $479K | 0.4% | 2,700 SH | New |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $542K | 0.4% | 6,130 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $332K | 0.3% | 530 SH | New |
| VANGUARD INDEX FDS | SM CP VAL ETF | $1.2M | 1.0% | 5,736 SH | New |
| VANGUARD INDEX FDS | VALUE ETF | $750K | 0.6% | 3,925 SH | New |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $1.4M | 1.1%Prev: 1.3% | 18,654 SH | Decreased-4,715 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $2.7M | 2.1%Prev: 1.5% | 18,553 SH | Increased+3,722 SH |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | $397K | 0.3%Prev: 0.2% | 8,660 SH | Increased+2,450 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $6.2M | 5.0%Prev: 3.0% | 44,276 SH | Increased+15,338 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.0M | 0.8%Prev: 0.7% | 16,090 SH | Decreased+897 SH |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $416K | 0.3%Prev: 0.2% | 4,550 SH | Increased+2,050 SH |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $990K | 0.8%Prev: 0.7% | 11,000 SH | Decreased |
| VANGUARD WORLD FD | ESG INTL STK ETF | $41.1M | 32.5%Prev: 29.9% | 573,300 SH | Decreased+11,775 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $15.2M | 12.0%Prev: 8.8% | 125,550 SH | Increased+26,050 SH |
| VANGUARD WORLD FD | EXTENDED DUR | $2.6M | 2.1% | 40,064 SH | New |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $1.4M | 1.1% | 9,787 SH | New |
| WISDOMTREE TR | US LARGECAP DIVD | $881K | 0.7%Prev: 0.7% | 10,000 SH | Decreased-1,111 SH |
| XPLR INFRASTRUCTURE LP | COM UNIT PART IN | $132K | 0.1% | 13,170 SH | New |
| Q3 2025 |
| 13F-HR |
| 0001806630-25-000003 |
| $105.0M |
| View |
| Aug 5, 2026 | Q2 2026 | 13F-HR | 0001806630-26-000003 | $155.8M | View |
| Apr 10, 2026 | Q1 2026 | 13F-HR | 0001806630-26-000002 | $134.3M | View |