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CIK 0001824539 • 6 13F filings • Apr 28, 2025 – Jul 31, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $209K | 0.1%Prev: 0.1% | 1,305 SH | Increased+4 SH |
| ABRDN ETFS | BBRG ALL COMMDY | $3.2M | 2.2%Prev: 2.5% | 103,023 SH | Decreased-6,180 SH |
| ADOBE INC | COM | $210K | 0.1%Prev: 0.2% | 601 SH | Decreased-139 SH |
| ADVANCED MICRO DEVICES INC | COM | $338K | 0.2%Prev: 0.2% | 1,580 SH | Increased+39 SH |
| ALPHABET INC | CAP STK CL A | $1.3M | 0.9%Prev: 0.7% | 4,246 SH | Increased+54 SH |
| ALPHABET INC | CAP STK CL C | $529K | 0.4%Prev: 0.3% | 1,684 SH | Increased-2 SH |
| AMAZON COM INC | COM | $518K | 0.4%Prev: 0.3% | 2,245 SH | Increased-1 SH |
| AMERICAN CENTY ETF TR | MID CAP GRW IMP | $2.8M | 2.0%Prev: 1.8% | 43,583 SH | Increased+2,152 SH |
| AMERIPRISE FINL INC | COM | $1.2M | 0.8%Prev: 0.8% | 2,366 SH | Decreased-148 SH |
| AMPLIFY ETF TR | AMPLIFY ETHO CLI | $687K | 0.5%Prev: 0.4% | 10,528 SH | Increased-85 SH |
| AON PLC | SHS CL A | $246K | 0.2%Prev: 0.2% | 698 SH | Decreased-157 SH |
| APPLE INC | COM | $2.5M | 1.8%Prev: 1.4% | 9,330 SH | Increased+917 SH |
| APPLIED MATLS INC | COM | $951K | 0.7%Prev: 0.5% | 3,700 SH | Increased-239 SH |
| ARISTA NETWORKS INC | COM SHS | $3.4M | 2.4%Prev: 2.6% | 26,203 SH | Decreased-679 SH |
| ASML HOLDING N V | N Y REGISTRY SHS | $959K | 0.7%Prev: 0.6% | 897 SH | Increased-33 SH |
| AUTOZONE INC | COM | $550K | 0.4%Prev: 0.5% | 162 SH | Decreased-10 SH |
| BRILLIANT EARTH GROUP INC | CL A COM | $64K | 0.0%Prev: 0.1% | 36,410 SH | Decreased-14,277 SH |
| BROADCOM INC | COM | $1.8M | 1.3%Prev: 1.7% | 5,308 SH | Decreased-2,297 SH |
| CARETRUST REIT INC | COM | $251K | 0.2%Prev: 0.1% | 6,936 SH | Increased+793 SH |
| CHURCH & DWIGHT CO INC | COM | $241K | 0.2%Prev: 0.2% | 2,873 SH | Decreased-526 SH |
| CISCO SYS INC | COM | $251K | 0.2%Prev: 0.1% | 3,257 SH | Increased+107 SH |
| DARDEN RESTAURANTS INC | COM | $399K | 0.3%Prev: 0.3% | 2,170 SH | Decreased |
| DBX ETF TR | XTRACK MSCI EAFE | $294K | 0.2%Prev: 0.2% | 6,118 SH | Increased |
| DOUBLEVERIFY HLDGS INC | COM | $306K | 0.2%Prev: 0.4% | 26,725 SH | Decreased-22,186 SH |
| ELECTRONIC ARTS INC | COM | $1.4M | 1.0%Prev: 1.2% | 7,007 SH | Decreased-2,152 SH |
| ELEVANCE HEALTH INC FORMERLY | COM | $524K | 0.4%Prev: 0.4% | 1,494 SH | Decreased-168 SH |
| FIRST CTZNS BANCSHARES INC D | CL A | $936K | 0.6%Prev: 0.6% | 436 SH | Increased-60 SH |
| FORTINET INC | COM | $253K | 0.2%Prev: 0.2% | 3,184 SH | Decreased |
| GENERAL MLS INC | COM | $261K | 0.2%Prev: 0.2% | 5,608 SH | Decreased |
| GOLDMAN SACHS GROUP INC | COM | $680K | 0.5%Prev: 0.8% | 774 SH | Decreased-685 SH |
| HIMS & HERS HEALTH INC | COM CL A | $1.3M | 0.9%Prev: 1.7% | 38,593 SH | Decreased-7,556 SH |
| HOST HOTELS & RESORTS INC | COM | $573K | 0.4%Prev: 0.4% | 32,296 SH | Decreased-6,428 SH |
| IES HLDGS INC | COM | $223K | 0.2%Prev: 0.2% | 573 SH | Decreased |
| IMAX CORP | COM | $1.1M | 0.8%Prev: 0.6% | 29,492 SH | Increased-444 SH |
| INCYTE CORP | COM | $294K | 0.2%Prev: 0.2% | 2,975 SH | Increased+27 SH |
| INGREDION INC | COM | $216K | 0.2%Prev: 0.3% | 1,963 SH | Decreased-1,248 SH |
| INTUIT | COM | $500K | 0.3%Prev: 0.3% | 755 SH | Decreased-4 SH |
| INTUITIVE SURGICAL INC | COM NEW | $555K | 0.4%Prev: 0.3% | 979 SH | Increased-13 SH |
| INVESCO EXCH TRADED FD TR II | CALIF AMT MUN | $1.1M | 0.8%Prev: 0.7% | 45,028 SH | Increased+1,663 SH |
| ISHARES GOLD TR | ISHARES NEW | $11.4M | 7.9%Prev: 7.2% | 139,968 SH | Increased-10,022 SH |
| ISHARES INC | ESG AWR MSCI EM | $2.0M | 1.4%Prev: 0.9% | 44,401 SH | Increased+14,519 SH |
| ISHARES TR | AGENCY BOND ETF | $2.1M | 1.5%Prev: 2.6% | 19,486 SH | Decreased-16,859 SH |
| ISHARES TR | CALIF MUN BD ETF | $929K | 0.6%Prev: 0.6% | 16,172 SH | Increased+3 SH |
| ISHARES TR | ESG ADVNCD HY BD | $2.4M | 1.7%Prev: 1.6% | 51,555 SH | Decreased-56 SH |
| ISHARES TR | ESG AW MSCI EAFE | $11.4M | 7.9%Prev: 6.1% | 120,306 SH | Increased+20,868 SH |
| ISHARES TR | ESG AWRE 1 5 YR | $5.3M | 3.7%Prev: 2.9% | 210,986 SH | Increased+36,599 SH |
| ISHARES TR | ESG MSCI KLD 400 | $3.3M | 2.3%Prev: 2.1% | 25,742 SH | Increased+986 SH |
| ISHARES TR | ESG SELECT SCRE | $301K | 0.2%Prev: 0.2% | 6,736 SH | Increased+60 SH |
| ISHARES TR | NATIONAL MUN ETF | $622K | 0.4%Prev: 0.4% | 5,807 SH | Increased+387 SH |
| ISHARES TR | USD GRN BOND ETF | $7.3M | 5.1%Prev: 5.0% | 152,779 SH | Decreased-4,320 SH |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $1.6M | 1.1%Prev: 1.0% | 32,493 SH | Increased+1,359 SH |
| KLA CORP | COM NEW | $394K | 0.3%Prev: 0.2% | 324 SH | Increased |
| LPL FINL HLDGS INC | COM | $373K | 0.3%Prev: 0.2% | 1,046 SH | Increased-25 SH |
| LULULEMON ATHLETICA INC | COM | $633K | 0.4%Prev: 0.4% | 3,045 SH | Decreased-728 SH |
| MASTERCARD INCORPORATED | CL A | $1.3M | 0.9%Prev: 1.1% | 2,235 SH | Decreased-690 SH |
| MERCADOLIBRE INC | COM | $374K | 0.3%Prev: 0.3% | 185 SH | Decreased+15 SH |
| METTLER TOLEDO INTERNATIONAL | COM | $273K | 0.2%Prev: 0.2% | 196 SH | Decreased-42 SH |
| MICROSOFT CORP | COM | $2.1M | 1.4%Prev: 1.7% | 4,257 SH | Decreased-761 SH |
| MONGODB INC | CL A | $342K | 0.2%Prev: 0.2% | 814 SH | Increased-61 SH |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | $9.3M | 6.4%Prev: 6.4% | 94,849 SH | Decreased-2,979 SH |
| NVIDIA CORPORATION | COM | $2.9M | 2.0%Prev: 2.7% | 15,574 SH | Decreased-6,186 SH |
| ORACLE CORP | COM | $272K | 0.2%Prev: 0.4% | 1,398 SH | Decreased-709 SH |
| PENTAIR PLC | SHS | $819K | 0.6%Prev: 0.7% | 7,867 SH | Decreased-2,094 SH |
| PROGRESSIVE CORP | COM | $831K | 0.6%Prev: 0.6% | 3,648 SH | Decreased-165 SH |
| PRUDENTIAL PLC | ADR | $217K | 0.2%Prev: 0.1% | 6,977 SH | Increased-301 SH |
| QUALCOMM INC | COM | $226K | 0.2%Prev: 0.1% | 1,323 SH | Increased-30 SH |
| QUANTA SVCS INC | COM | $2.1M | 1.5%Prev: 1.4% | 5,014 SH | Increased-70 SH |
| REINSURANCE GRP OF AMERICA I | COM NEW | $834K | 0.6%Prev: 0.6% | 4,100 SH | Decreased-518 SH |
| S&P GLOBAL INC | COM | $260K | 0.2%Prev: 0.2% | 498 SH | Increased-7 SH |
| SAMSARA INC | COM CL A | $492K | 0.3%Prev: 0.6% | 13,892 SH | Decreased-8,947 SH |
| SELECT SECTOR SPDR TR | STATE STREET REA | $745K | 0.5% | 18,475 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $323K | 0.2% | 2,246 SH | New |
| SERVICENOW INC | COM | $1.1M | 0.7%Prev: 0.9% | 7,053 SH | Decreased+5,550 SH |
| SPDR GOLD TR | GOLD SHS | $286K | 0.2%Prev: 0.2% | 721 SH | Increased-39 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $12.5M | 8.7% | 472,247 SH | New |
| SYNCHRONY FINANCIAL | COM | $323K | 0.2%Prev: 0.2% | 3,875 SH | Decreased-1,222 SH |
| T-MOBILE US INC | COM | $231K | 0.2%Prev: 0.2% | 1,137 SH | Decreased |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $1.9M | 1.3%Prev: 1.3% | 6,304 SH | Decreased-881 SH |
| TELADOC HEALTH INC | COM | $88K | 0.1%Prev: 0.1% | 12,571 SH | Decreased-2,498 SH |
| THE CIGNA GROUP | COM | $440K | 0.3%Prev: 0.3% | 1,599 SH | Decreased-204 SH |
| THOMSON REUTERS CORP | COM | $482K | 0.3%Prev: 0.5% | 3,658 SH | Decreased-865 SH |
| TRANE TECHNOLOGIES PLC | SHS | $272K | 0.2%Prev: 0.2% | 698 SH | Decreased-100 SH |
| US BANCORP DEL | COM NEW | $378K | 0.3%Prev: 0.2% | 7,091 SH | Increased |
| VANECK ETF TRUST | GREEN BOND ETF | $386K | 0.3%Prev: 0.3% | 15,864 SH | Decreased+27 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $4.1M | 2.9%Prev: 2.1% | 68,757 SH | Increased+16,734 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $3.6M | 2.5%Prev: 1.6% | 61,331 SH | Increased+18,903 SH |
| VICTORY PORTFOLIOS II | CORE INTRMEDIATE | $5.3M | 3.6%Prev: 3.5% | 238,782 SH | Decreased-59 SH |
| VISA INC | COM CL A | $1.7M | 1.1%Prev: 1.5% | 4,724 SH | Decreased-2,147 SH |
| VITAL FARMS INC | COM | $494K | 0.3%Prev: 0.8% | 15,482 SH | Decreased-14,079 SH |
| WASTE MGMT INC DEL | COM | $743K | 0.5%Prev: 0.6% | 3,382 SH | Decreased-710 SH |
| WILLIAMS SONOMA INC | COM | $1.5M | 1.1%Prev: 1.1% | 8,565 SH | Decreased-221 SH |
| YUM BRANDS INC | COM | $1.1M | 0.8%Prev: 0.8% | 7,500 SH | Decreased |
| ZSCALER INC | COM | $205K | 0.1%Prev: 0.2% | 912 SH | Decreased-154 SH |
| 13F-HR |
| 0001824539-26-000003 |
| $136.8M |
| View |
| Jul 21, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003989 | $141.5M | View |
| Apr 29, 2026 | Q1 2026 | 13F-HR | 0001824539-26-000002 | $144.0M | View |
| Apr 28, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002372 | $128.5M | View |