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CIK 0001806630 • 4 13F filings • Nov 6, 2025 – Aug 5, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $282K | 0.2% | 797 SH | New |
| APPLE INC | COM | $224K | 0.1% | 775 SH | New |
| BAILLIE GIFFORD ETF TR | LNG TRM GLBL GRW | $511K | 0.3% | 14,493 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $213K | 0.1% | 425 SH | New |
| CAPITAL GROUP DIVIDEND GROWE | SHS ETF | $263K | 0.2%Prev: 0.2% | 7,000 SH | Increased |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREAT UNIT | $6.6M | 4.2% | 133,928 SH | New |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREAT UNIT | $322K | 0.2% | 7,600 SH | New |
| CAPITAL GROUP GROWTH ETF | SHS CREAT UNIT | $4.6M | 2.9% | 96,850 SH | New |
| CORE LABORATORIES INC | COM | $136K | 0.1% | 11,654 SH | New |
| EA SERIES TRUST | ALTRIUS GBL DIV | $425K | 0.3%Prev: 0.3% | 10,000 SH | Increased |
| GLOBAL X FDS | S&P 500 CATHOLIC | $1.8M | 1.1%Prev: 1.3% | 20,000 SH | Decreased-2,772 SH |
| GLOBAL X FDS | S&P EX US ETF | $794K | 0.5%Prev: 0.5% | 20,000 SH | Increased |
| GUGGENHEIM STRATEGIC OPPORTU | COM SBI | $3.3M | 2.1%Prev: 2.7% | 304,093 SH | Decreased-23,524 SH |
| ISHARES TR | CORE MSCI EAFE | $2.1M | 1.3%Prev: 1.5% | 21,774 SH | Increased-12 SH |
| ISHARES TR | CORE S&P MCP ETF | $213K | 0.1% | 2,760 SH | New |
| ISHARES TR | CORE US AGGBD ET | $10.9M | 7.0%Prev: 7.7% | 110,163 SH | Increased+6,156 SH |
| ISHARES TR | ESG AWR US AGRGT | $458K | 0.3%Prev: 0.3% | 9,667 SH | Decreased |
| ISHARES TR | MSCI USA MIN ETF | $241K | 0.2% | 2,500 SH | New |
| ISHARES TR | SELECT DIVID ETF | $938K | 0.6%Prev: 0.7% | 6,000 SH | Increased |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $627K | 0.4%Prev: 0.5% | 12,399 SH | Decreased-89 SH |
| ROUNDHILL ETF TRUST | S&P 500 NO ETF | $487K | 0.3% | 16,000 SH | New |
| SPDR SERIES TRUST | ST STR SP500DIV | $763K | 0.5% | 16,000 SH | New |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $2.3M | 1.5%Prev: 1.6% | 29,191 SH | Increased+1,685 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $14.6M | 9.4%Prev: 10.2% | 198,611 SH | Increased+13,002 SH |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $6.5M | 4.1%Prev: 4.8% | 129,713 SH | Decreased-742 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $727K | 0.5%Prev: 0.5% | 2,954 SH | Increased |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $494K | 0.3%Prev: 0.4% | 2,500 SH | Decreased-200 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $7.1M | 4.6% | 88,164 SH | New |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $673K | 0.4%Prev: 0.4% | 6,980 SH | Increased+825 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $348K | 0.2%Prev: 0.2% | 506 SH | Increased-15 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $641K | 0.4%Prev: 1.0% | 2,636 SH | Decreased-3,500 SH |
| VANGUARD INDEX FDS | VALUE ETF | $964K | 0.6%Prev: 0.6% | 4,425 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $2.2M | 1.4%Prev: 1.3% | 26,600 SH | Increased+4,004 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $351K | 0.2% | 5,884 SH | New |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $3.6M | 2.3%Prev: 2.0% | 23,375 SH | Increased+5,287 SH |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | $604K | 0.4%Prev: 0.3% | 13,460 SH | Increased+4,800 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $7.0M | 4.5%Prev: 4.4% | 44,580 SH | Increased+1,407 SH |
| VANGUARD MALVERN FDS | CORE BD ETF | $1.4M | 0.9% | 18,100 SH | New |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.1M | 0.7%Prev: 0.8% | 16,034 SH | Increased-56 SH |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $233K | 0.1%Prev: 0.3% | 2,500 SH | Decreased-2,000 SH |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $1.1M | 0.7%Prev: 0.8% | 11,000 SH | Increased |
| VANGUARD WORLD FD | ESG INTL STK ETF | $47.1M | 30.2%Prev: 30.6% | 571,525 SH | Increased-1,775 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $17.1M | 11.0%Prev: 10.7% | 129,450 SH | Increased+900 SH |
| VANGUARD WORLD FD | EXTENDED DUR | $704K | 0.5%Prev: 1.3% | 10,825 SH | Decreased-15,864 SH |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $1.9M | 1.2%Prev: 1.1% | 11,681 SH | Increased+1,075 SH |
| WISDOMTREE TR | US LARGECAP DIVD | $963K | 0.6%Prev: 0.7% | 10,000 SH | Increased |
| 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 |