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CIK 0001896447 • 6 13F filings • Apr 25, 2025 – Jul 22, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $481K | 0.2%Prev: 0.2% | 2,106 SH | Decreased |
| AMAZON COM INC | COM | $283K | 0.1%Prev: 0.1% | 1,225 SH | Increased |
| AMGEN INC | COM | $229K | 0.1% | 700 SH | New |
| APPLE INC | COM | $5.3M | 2.2%Prev: 2.2% | 19,537 SH | Increased-258 SH |
| APPLIED MATLS INC | COM | $717K | 0.3%Prev: 0.3% | 2,790 SH | Increased-139 SH |
| CISCO SYS INC | COM | $385K | 0.2%Prev: 0.1% | 4,996 SH | Increased |
| ELI LILLY & CO | COM | $430K | 0.2%Prev: 0.1% | 401 SH | Increased |
| FEDEX CORP | COM | $664K | 0.3%Prev: 0.2% | 2,300 SH | Increased |
| HOME DEPOT INC | COM | $234K | 0.1%Prev: 0.1% | 680 SH | Decreased |
| ISHARES INC | ESG AWR MSCI EM | $19.8M | 8.3%Prev: 9.1% | 448,444 SH | Decreased-36,019 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $256K | 0.1%Prev: 0.1% | 2,551 SH | Increased+33 SH |
| ISHARES TR | CALIF MUN BD ETF | $288K | 0.1%Prev: 0.1% | 5,012 SH | Increased+40 SH |
| ISHARES TR | CORE S&P500 ETF | $405K | 0.2%Prev: 0.2% | 591 SH | Increased |
| ISHARES TR | ESG ADVANCED UNI | $26.4M | 11.1% | 602,200 SH | New |
| ISHARES TR | ESG AW MSCI EAFE | $38.0M | 15.9%Prev: 15.4% | 399,378 SH | Increased+15,196 SH |
| ISHARES TR | ESG AWR MSCI USA | $43.1M | 18.1%Prev: 18.3% | 289,205 SH | Increased-2,344 SH |
| ISHARES TR | ESG AWRE 1 5 YR | $4.2M | 1.8%Prev: 1.6% | 166,336 SH | Increased+20,224 SH |
| ISHARES TR | ESG AWRE USD ETF | $13.4M | 5.6%Prev: 5.1% | 572,800 SH | Increased+68,685 SH |
| ISHARES TR | NATIONAL MUN ETF | $8.6M | 3.6%Prev: 3.5% | 80,456 SH | Increased+4,975 SH |
| JOHNSON & JOHNSON | COM | $284K | 0.1%Prev: 0.1% | 1,371 SH | Increased |
| JPMORGAN CHASE & CO. | COM | $351K | 0.1%Prev: 0.1% | 1,089 SH | Increased |
| MASTERCARD INCORPORATED | CL A | $245K | 0.1%Prev: 0.1% | 430 SH | Increased |
| META PLATFORMS INC | CL A | $830K | 0.3%Prev: 0.4% | 1,258 SH | Decreased |
| MICROSOFT CORP | COM | $1.7M | 0.7%Prev: 0.8% | 3,422 SH | Decreased |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | $2.0M | 0.8%Prev: 0.8% | 45,099 SH | Increased+2,128 SH |
| PROLOGIS INC. | COM | $208K | 0.1% | 1,626 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $801K | 0.3%Prev: 0.3% | 1,175 SH | Increased |
| STRYKER CORPORATION | COM | $616K | 0.3%Prev: 0.3% | 1,754 SH | Decreased |
| VANECK ETF TRUST | VANECK SHRT MUNI | $2.9M | 1.2%Prev: 1.2% | 163,790 SH | Increased+3,937 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $226K | 0.1%Prev: 0.1% | 464 SH | Increased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.1M | 0.5%Prev: 0.5% | 1,776 SH | Decreased-94 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.1M | 0.5%Prev: 0.5% | 3,361 SH | Increased |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $235K | 0.1%Prev: 0.1% | 4,004 SH | Increased+184 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $284K | 0.1%Prev: 0.1% | 1,293 SH | Increased |
| VANGUARD WORLD FD | ESG US STK ETF | $61.8M | 25.9%Prev: 25.6% | 510,685 SH | Increased+9,639 SH |
| VANGUARD WORLD FD | INF TECH ETF | $302K | 0.1%Prev: 0.1% | 401 SH | Increased |
| 13F-HR |
| 0001896447-26-000004 |
| $265.5M |
| View |
| Jul 10, 2025 | Q2 2025 | 13F-HR | 0001896447-25-000006 | $210.9M | View |
| Apr 30, 2026 | Q1 2026 | 13F-HR | 0001896447-26-000003 | $235.3M | View |
| Apr 25, 2025 | Q1 2025 | 13F-HR | 0001896447-25-000005 | $190.3M | View |