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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 | $576K | 0.5% | 8,215 SH | |
| BLACKROCK ETF TRUST II | ISHARES AAA CLO | $2.4M | 2.1% | 45,512 SH | |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $4.4M | 4.0% | 85,127 SH | |
| DEERE & CO | COM | $229K | 0.2% | 407 SH | |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $7.8M | 7.1% | 148,383 SH | |
| GLOBAL X FDS | DATA CTR & DIGIT | $341K | 0.3% | 14,215 SH | |
| GMO ETF TRUST | GMO US QUALITY E | $10.2M | 9.2% | 282,802 SH | |
| GOLDMAN SACHS ETF TR | FUTURE HEALTH | $233K | 0.2% | 7,143 SH | |
| HCA HEALTHCARE INC | COM | $237K | 0.2% | 500 SH | |
| ISHARES INC | MSCI EMRG CHN | $3.5M | 3.2% | 44,896 SH | |
| ISHARES TR | CORE UNIVRSL USD | $12.8M | 11.5% | 276,300 SH | |
| ISHARES TR | CYBERSECURITY | $210K | 0.2% | 4,822 SH | |
| ISHARES TR | ESG AW MSCI EAFE | $353K | 0.3% | 3,689 SH | |
| ISHARES TR | ESG AWARE MSCI | $345K | 0.3% | 7,220 SH | |
| ISHARES TR | ESG AWR MSCI USA | $485K | 0.4% | 3,427 SH | |
| ISHARES TR | ESG AWRE 1 5 YR | $711K | 0.6% | 28,364 SH | |
| ISHARES TR | ESG EAFE ETF | $209K | 0.2% | 2,775 SH | |
| ISHARES TR | ESG OPTIMIZED | $444K | 0.4% | 3,363 SH | |
| ISHARES TR | GLOBAL TECH ETF | $3.2M | 2.9% | 32,213 SH | |
| ISHARES TR | ISHS 5-10YR INVT | $800K | 0.7% | 15,024 SH | |
| ISHARES TR | MSCI USA QLT FCT | $14.8M | 13.4% | 77,306 SH | |
| ISHARES TR | S&P 100 ETF | $243K | 0.2% | 763 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $5.4M | 4.9% | 48,147 SH | |
| ISHARES TR | US INFRASTRUC | $303K | 0.3% | 5,304 SH | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $10.0M | 9.0% | 196,636 SH | |
| PIMCO ETF TR | INTER MUN BD ACT | $344K | 0.3% | 6,595 SH | |
| PIMCO ETF TR | MULTISECTOR BD | $6.6M | 5.9% | 250,081 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $5.6M | 5.0% | 182,054 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $11.4M | 10.3% | 19,161 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.5M | 1.4% | 4,828 SH | |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $4.7M | 4.2% | 52,592 SH | |
| VANGUARD WORLD FD | ESG US STK ETF | $289K | 0.3% | 2,575 SH |
| 13F-HR/A |
| 0001811161-26-000009 |
| $110.7M |
| View |