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CIK 0001811161 • 4 13F filings • Feb 13, 2026 – Aug 11, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| BLACKROCK ETF TRUST | ISHARES US CARBO | $609K | 0.6% | 8,215 SH | New |
| BLACKROCK ETF TRUST II | ISHARES AAA CLO | $2.3M | 2.1%Prev: 2.0% | 44,390 SH | Decreased-4,069 SH |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $4.4M | 4.1% | 83,684 SH | New |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $7.5M | 6.9%Prev: 6.6% | 150,122 SH | Decreased-2,042 SH |
| GLOBAL X FDS | DATA CTR & DIGIT | $303K | 0.3% | 14,353 SH | New |
| GLOBAL X FDS | FINTECH ETF | $249K | 0.2% | 8,466 SH | New |
| GMO ETF TRUST | GMO US QUALITY E | $7.9M | 7.3% | 206,421 SH | New |
| GOLDMAN SACHS ETF TR | FUTURE HEALTH | $254K | 0.2% | 7,143 SH | New |
| ISHARES INC | MSCI EMRG CHN | $2.7M | 2.5%Prev: 3.7% | 37,609 SH | Decreased-7,125 SH |
| ISHARES TR | CORE UNIVRSL USD | $11.7M | 10.8% | 250,397 SH | New |
| ISHARES TR | CYBERSECURITY | $230K | 0.2%Prev: 0.2% | 4,775 SH | Decreased-196 SH |
| ISHARES TR | ESG AW MSCI EAFE | $351K | 0.3%Prev: 0.3% | 3,689 SH | Increased+616 SH |
| ISHARES TR | ESG AWARE MSCI | $382K | 0.4%Prev: 0.4% | 7,220 SH | Decreased-1,193 SH |
| ISHARES TR | ESG AWR MSCI USA | $883K | 0.8%Prev: 0.4% | 5,927 SH | Increased+2,681 SH |
| ISHARES TR | ESG AWRE 1 5 YR | $716K | 0.7%Prev: 0.5% | 28,364 SH | Increased+3,574 SH |
| ISHARES TR | ESG EAFE ETF | $209K | 0.2% | 2,775 SH | New |
| ISHARES TR | ESG OPTIMIZED | $469K | 0.4% | 3,363 SH | New |
| ISHARES TR | GLOBAL TECH ETF | $3.2M | 2.9%Prev: 2.9% | 30,389 SH | Decreased+5,224 SH |
| ISHARES TR | ISHS 5-10YR INVT | $815K | 0.8% | 15,126 SH | New |
| ISHARES TR | MSCI USA QLT FCT | $16.9M | 15.6%Prev: 14.0% | 84,969 SH | Decreased+4,785 SH |
| ISHARES TR | S&P 100 ETF | $272K | 0.3%Prev: 0.2% | 793 SH | Increased+182 SH |
| ISHARES TR | S&P 500 GRWT ETF | $5.7M | 5.2%Prev: 4.9% | 45,928 SH | Decreased+832 SH |
| ISHARES TR | US INFRASTRUC | $279K | 0.3%Prev: 0.3% | 5,304 SH | Decreased-115 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $9.1M | 8.4%Prev: 8.7% | 179,683 SH | Decreased-35,705 SH |
| PIMCO ETF TR | MULTISECTOR BD | $6.2M | 5.8%Prev: 5.7% | 233,651 SH | Decreased-37,385 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $4.8M | 4.5%Prev: 4.7% | 176,069 SH | Decreased-10,299 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $12.9M | 12.0%Prev: 10.6% | 20,638 SH | Decreased+1,364 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.1M | 1.9%Prev: 1.4% | 6,245 SH | Increased+1,609 SH |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $4.5M | 4.2%Prev: 4.1% | 49,454 SH | Decreased-5,866 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $311K | 0.3%Prev: 0.3% | 2,575 SH | Decreased-137 SH |
| 13F-HR/A |
| 0001811161-26-000009 |
| $110.7M |
| View |