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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 | $272K | 0.2% | 797 SH | New |
| APPLE INC | COM | $258K | 0.2% | 776 SH | New |
| AVITA MEDICAL INC | COM | $150K | 0.1% | 12,822 SH | New |
| BAILLIE GIFFORD ETF TR | LNG TRM GLBL GRW | $352K | 0.2% | 10,140 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $259K | 0.2% | 521 SH | New |
| CAPITAL GROUP DIVIDEND GROWE | SHS ETF | $259K | 0.2%Prev: 0.3% | 7,000 SH | Decreased-3,200 SH |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREAT UNIT | $6.0M | 3.9% | 122,163 SH | New |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREAT UNIT | $251K | 0.2% | 6,300 SH | New |
| CAPITAL GROUP GROWTH ETF | SHS CREAT UNIT | $3.9M | 2.5% | 81,200 SH | New |
| CORE LABORATORIES INC | COM | $113K | 0.1% | 11,700 SH | New |
| EA SERIES TRUST | ALTRIUS GBL DIV | $427K | 0.3%Prev: 0.4% | 10,000 SH | Decreased-2,000 SH |
| GUGGENHEIM STRATEGIC OPPORTU | COM SBI | $2.9M | 1.9% | 342,237 SH | New |
| ISHARES TR | 0-3 MTH TREASURY | $231K | 0.2% | 2,292 SH | New |
| ISHARES TR | CORE MSCI EAFE | $2.1M | 1.4% | 21,774 SH | New |
| ISHARES TR | CORE US AGGBD ET | $10.6M | 7.0%Prev: 0.4% | 112,528 SH | Increased+108,518 SH |
| ISHARES TR | ESG AWR US AGRGT | $437K | 0.3%Prev: 0.5% | 9,667 SH | Decreased-1,601 SH |
| ISHARES TR | MSCI EAFE MIN VL | $1.8M | 1.2% | 19,856 SH | New |
| ISHARES TR | MSCI USA MIN ETF | $244K | 0.2% | 2,500 SH | New |
| ISHARES TR | SELECT DIVID ETF | $912K | 0.6%Prev: 0.5% | 6,000 SH | Increased+2,000 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $625K | 0.4% | 12,399 SH | New |
| LEGG MASON ETF INVT | FRANKLIN INTL LW | $292K | 0.2% | 7,000 SH | New |
| SPDR SERIES TRUST | ST STR SP500DIV | $544K | 0.4% | 12,000 SH | New |
| TIDAL TRUST III | ROCK GL EQUI ETF | $1.3M | 0.8% | 36,809 SH | New |
| TIDAL TRUST III | ROCK US SMAL ETF | $499K | 0.3% | 18,234 SH | New |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $13.6M | 8.9% | 177,623 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $9.9M | 6.5%Prev: 3.6% | 141,662 SH | Increased+91,126 SH |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $7.4M | 4.8% | 148,864 SH | New |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $697K | 0.5% | 3,011 SH | New |
| VANGUARD INDEX FDS | MRNGSTR MD CP VA | $489K | 0.3% | 2,500 SH | New |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | $7.0M | 4.6% | 88,844 SH | New |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | $1.0M | 0.7% | 4,775 SH | New |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $1.9M | 1.3%Prev: 1.1% | 23,369 SH | Increased+7,765 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $2.3M | 1.5%Prev: 3.7% | 14,831 SH | Decreased-12,081 SH |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | $264K | 0.2% | 6,210 SH | New |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $4.6M | 3.0%Prev: 5.3% | 28,938 SH | Decreased-11,206 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.1M | 0.7%Prev: 1.0% | 15,193 SH | Increased-2,281 SH |
| VANGUARD WELLINGTON FD | US MINIMUM | $4.5M | 2.9% | 31,456 SH | New |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $236K | 0.2% | 2,500 SH | New |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $1.1M | 0.7%Prev: 0.9% | 11,000 SH | Increased |
| VANGUARD WORLD FD | ESG INTL STK ETF | $45.5M | 29.9%Prev: 37.9% | 561,525 SH | Increased-12,275 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $13.5M | 8.8%Prev: 14.9% | 99,500 SH | Decreased-32,651 SH |
| VANGUARD WORLD FD | MRNGSTR VAL ETF | $1.6M | 1.0% | 9,881 SH | New |
| WISDOMTREE TR | US LARGECAP DIVD | $1.1M | 0.7%Prev: 0.8% | 11,111 SH | Increased+1,111 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 |