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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 | $251K | 0.2% | 7,000 SH | |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $5.9M | 4.4% | 139,564 SH | |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | $3.9M | 2.9% | 97,515 SH | |
| EA SERIES TRUST | ALTRIUS GBL DIV | $410K | 0.3% | 10,000 SH | |
| GLOBAL X FDS | S&P 500 CATHOLIC | $1.8M | 1.3% | 22,772 SH | |
| GLOBAL X FDS | S&P EX US ETF | $738K | 0.5% | 20,000 SH | |
| GUGGENHEIM STRATEGIC OPPORTU | COM SBI | $3.6M | 2.7% | 327,617 SH | |
| ISHARES TR | CORE MSCI EAFE | $2.0M | 1.5% | 21,786 SH | |
| ISHARES TR | CORE US AGGBD ET | $10.3M | 7.7% | 104,007 SH | |
| ISHARES TR | ESG AWR US AGRGT | $460K | 0.3% | 9,667 SH | |
| ISHARES TR | MSCI INDIA ETF | $2.9M | 2.2% | 61,855 SH | |
| ISHARES TR | MSCI USA MIN VOL | $371K | 0.3% | 4,000 SH | |
| ISHARES TR | SELECT DIVID ETF | $908K | 0.7% | 6,000 SH | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $632K | 0.5% | 12,488 SH | |
| SPDR SERIES TRUST | STATE STREET SPD | $728K | 0.5% | 16,000 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $2.2M | 1.6% | 27,506 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $13.7M | 10.2% | 185,609 SH | |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $6.5M | 4.8% | 130,455 SH | |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $608K | 0.5% | 2,954 SH | |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $498K | 0.4% | 2,700 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $546K | 0.4% | 6,155 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $311K | 0.2% | 521 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $1.3M | 1.0% | 6,136 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $868K | 0.6% | 4,425 SH | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $1.7M | 1.3% | 22,596 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $2.6M | 2.0% | 18,088 SH | |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | $385K | 0.3% | 8,660 SH | |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $6.0M | 4.4% | 43,173 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.0M | 0.8% | 16,090 SH | |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $398K | 0.3% | 4,500 SH | |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $1.0M | 0.8% | 11,000 SH | |
| VANGUARD WORLD FD | ESG INTL STK ETF | $41.1M | 30.6% | 573,300 SH | |
| VANGUARD WORLD FD | ESG US STK ETF | $14.4M | 10.7% | 128,550 SH | |
| VANGUARD WORLD FD | EXTENDED DUR | $1.7M | 1.3% | 26,689 SH | |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $1.5M | 1.1% | 10,606 SH | |
| WISDOMTREE TR | US LARGECAP DIVD | $893K | 0.7% | 10,000 SH |
| 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 |