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CIK 0002020459 • 6 13F filings • Apr 22, 2025 – Aug 6, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $664K | 0.5%Prev: 0.4% | 2,123 SH | Increased |
| ALPHABET INC | CAP STK CL C | $213K | 0.2% | 680 SH | New |
| AMAZON COM INC | COM | $312K | 0.2%Prev: 0.2% | 1,351 SH | Increased |
| APPLE INC | COM | $1.5M | 1.1%Prev: 1.1% | 5,349 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $740K | 0.6%Prev: 0.6% | 1,473 SH | Decreased-101 SH |
| COSTCO WHSL CORP NEW | COM | $281K | 0.2%Prev: 0.2% | 326 SH | Decreased |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $351K | 0.3%Prev: 0.3% | 8,193 SH | Increased+306 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $1.0M | 0.8%Prev: 0.8% | 23,844 SH | Increased+371 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $429K | 0.3%Prev: 0.3% | 13,118 SH | Increased+81 SH |
| DUKE ENERGY CORP NEW | COM NEW | $257K | 0.2%Prev: 0.2% | 2,189 SH | Decreased |
| ELI LILLY & CO | COM | $1.2M | 0.9%Prev: 0.7% | 1,137 SH | Increased-31 SH |
| ETF SER SOLUTIONS | US VEGAN CLIMATE | $639K | 0.5%Prev: 0.5% | 10,503 SH | Increased |
| HOME DEPOT INC | COM | $245K | 0.2%Prev: 0.2% | 712 SH | Decreased |
| INVESCO QQQ TR | UNIT SER 1 | $645K | 0.5%Prev: 0.5% | 1,050 SH | Increased |
| ISHARES INC | CORE MSCI EMKT | $2.2M | 1.6%Prev: 1.7% | 32,337 SH | Increased+385 SH |
| ISHARES TR | 7-10 YR TRSY BD | $489K | 0.4%Prev: 0.4% | 5,082 SH | Increased+350 SH |
| ISHARES TR | BROAD USD HIGH | $2.1M | 1.5%Prev: 1.4% | 54,993 SH | Increased+7,645 SH |
| ISHARES TR | CORE MSCI EAFE | $5.1M | 3.9%Prev: 3.8% | 57,520 SH | Increased+3,248 SH |
| ISHARES TR | CORE S&P MCP ETF | $3.4M | 2.6%Prev: 2.9% | 51,470 SH | Decreased-2,860 SH |
| ISHARES TR | CORE S&P SCP ETF | $2.0M | 1.5%Prev: 1.5% | 16,650 SH | Increased+599 SH |
| ISHARES TR | CORE S&P500 ETF | $585K | 0.4%Prev: 0.5% | 855 SH | Decreased-51 SH |
| ISHARES TR | CORE US AGGBD ET | $19.4M | 14.6%Prev: 14.2% | 194,514 SH | Increased+18,929 SH |
| ISHARES TR | ESG AWR US AGRGT | $10.6M | 7.9%Prev: 8.0% | 220,737 SH | Increased+14,180 SH |
| ISHARES TR | ESG AWRE 1 5 YR | $484K | 0.4%Prev: 0.3% | 19,195 SH | Increased+3,580 SH |
| ISHARES TR | ESG SELECT SCRE | $368K | 0.3%Prev: 0.3% | 8,240 SH | Decreased-240 SH |
| ISHARES TR | MORNINGSTAR GRWT | $306K | 0.2%Prev: 0.3% | 2,943 SH | Decreased-78 SH |
| ISHARES TR | MSCI ACWI EX US | $580K | 0.4%Prev: 0.5% | 8,646 SH | Increased-81 SH |
| ISHARES TR | MSCI USA MIN VOL | $509K | 0.4%Prev: 0.4% | 5,405 SH | Decreased-214 SH |
| ISHARES TR | MSCI USA MMENTM | $717K | 0.5%Prev: 0.6% | 2,862 SH | Decreased+30 SH |
| ISHARES TR | NATIONAL MUN ETF | $2.9M | 2.2%Prev: 2.6% | 27,001 SH | Decreased-2,718 SH |
| ISHARES TR | RUS 1000 GRW ETF | $696K | 0.5%Prev: 0.6% | 1,471 SH | Decreased-179 SH |
| ISHARES TR | RUS 1000 VAL ETF | $690K | 0.5%Prev: 0.5% | 3,280 SH | Increased+263 SH |
| ISHARES TR | RUS MDCP VAL ETF | $253K | 0.2% | 1,796 SH | New |
| ISHARES TR | SHRT NAT MUN ETF | $839K | 0.6%Prev: 0.7% | 7,863 SH | Decreased-100 SH |
| ISHARES TR | US TREAS BD ETF | $291K | 0.2%Prev: 0.2% | 12,619 SH | Increased+399 SH |
| ISHARES U S ETF TR | SHORT DURATION B | $1.3M | 1.0%Prev: 1.0% | 26,202 SH | Increased+930 SH |
| JOHNSON & JOHNSON | COM | $477K | 0.4%Prev: 0.3% | 2,305 SH | Increased |
| JPMORGAN CHASE & CO. | COM | $612K | 0.5%Prev: 0.5% | 1,899 SH | Increased |
| MCDONALDS CORP | COM | $267K | 0.2%Prev: 0.2% | 873 SH | Decreased-20 SH |
| MICROSOFT CORP | COM | $713K | 0.5%Prev: 0.6% | 1,474 SH | Decreased |
| MORGAN STANLEY ETF TRUST | CALVERT US LARCP | $6.9M | 5.2%Prev: 3.6% | 81,926 SH | Increased+27,884 SH |
| MORGAN STANLEY ETF TRUST | CALVERT US MDCP | $1.6M | 1.2%Prev: 1.2% | 24,940 SH | Increased+2,071 SH |
| NEXTERA ENERGY INC | COM | $204K | 0.2% | 2,540 SH | New |
| NUSHARES ETF TR | NUVEEN ESG MIDVL | $288K | 0.2%Prev: 0.3% | 7,357 SH | Decreased-2,329 SH |
| NVIDIA CORPORATION | COM | $297K | 0.2%Prev: 0.2% | 1,590 SH | Decreased |
| PIMCO ETF TR | ENHAN SHRT MA AC | $2.8M | 2.1%Prev: 1.0% | 27,611 SH | Increased+15,008 SH |
| ROSS STORES INC | COM | $360K | 0.3%Prev: 0.2% | 2,000 SH | Increased |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $356K | 0.3% | 2,475 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $2.5M | 1.9% | 37,089 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $1.7M | 1.3%Prev: 1.4% | 22,771 SH | Decreased-50 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $263K | 0.2%Prev: 0.2% | 5,437 SH | Increased+438 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $2.6M | 2.0%Prev: 2.1% | 9,077 SH | Increased+422 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $21.3M | 16.0%Prev: 16.0% | 33,998 SH | Increased+1,673 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.4M | 1.1%Prev: 1.1% | 4,274 SH | Increased+90 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $7.6M | 5.7%Prev: 6.9% | 150,258 SH | Decreased-21,250 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $419K | 0.3%Prev: 0.3% | 6,994 SH | Increased+192 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $4.2M | 3.2%Prev: 3.0% | 56,316 SH | Increased+5,310 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $10.4M | 7.8%Prev: 7.8% | 145,259 SH | Increased+6,449 SH |
| VANGUARD WORLD FD | ESG US CORP BD | $335K | 0.3%Prev: 0.3% | 5,263 SH | Decreased+21 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $1.1M | 0.8%Prev: 0.9% | 9,257 SH | Increased+231 SH |
| 13F-HR |
| 0001951757-26-001107 |
| $155.7M |
| View |
| Jul 25, 2025 | Q2 2025 | 13F-HR | 0001951757-25-000969 | $113.0M | View |
| Apr 20, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000647 | $134.7M | View |
| Apr 22, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000417 | $111.1M | View |