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CIK 0001707975 • 6 13F filings • Apr 29, 2025 – Aug 11, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $923K | 0.1%Prev: 0.1% | 4,000 SH | Increased |
| AMERICAN CENTY ETF TR | US EQT ETF | $771K | 0.0%Prev: 0.0% | 6,898 SH | Increased |
| APPLE INC | COM | $1.9M | 0.1%Prev: 0.1% | 7,000 SH | Increased |
| APPLIED MATLS INC | COM | $745K | 0.0%Prev: 0.0% | 2,900 SH | Increased |
| BANK AMERICA CORP | COM | $1.0M | 0.1%Prev: 0.1% | 19,000 SH | Increased |
| DANAHER CORPORATION | COM | $258K | 0.0%Prev: 0.0% | 1,129 SH | Increased |
| DBX ETF TR | XTRACK MSCI EAFE | $2.4M | 0.1%Prev: 0.1% | 50,382 SH | Increased-769 SH |
| GENERAL MTRS CO | COM | $1.5M | 0.1%Prev: 0.1% | 18,171 SH | Increased |
| GLOBAL X FDS | MSCI GREECE ETF | $7.5M | 0.4%Prev: 0.4% | 114,011 SH | Increased-83,385 SH |
| GOLDMAN SACHS ETF TR | JUST US LRG CP | $3.2M | 0.2%Prev: 0.2% | 32,619 SH | Decreased-1,312 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $3.3M | 0.2%Prev: 0.2% | 17,200 SH | Increased |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | $6.5M | 0.4%Prev: 0.7% | 87,114 SH | Decreased-82,996 SH |
| IRON MTN INC DEL | COM | $233K | 0.0%Prev: 0.0% | 2,803 SH | Decreased |
| ISHARES INC | CORE MSCI EMKT | $458.9M | 26.6%Prev: 25.3% | 6,826,448 SH | Increased+34,466 SH |
| ISHARES INC | EMNG MKTS EQT | $296K | 0.0%Prev: 0.0% | 5,118 SH | Increased |
| ISHARES INC | ESG AWR MSCI EM | $861K | 0.0%Prev: 0.1% | 19,489 SH | Decreased-716 SH |
| ISHARES INC | MSCI STH KOR ETF | $8.2M | 0.5%Prev: 1.2% | 84,581 SH | Decreased-248,557 SH |
| ISHARES INC | MSCI TAIWAN ETF | $43.9M | 2.5%Prev: 2.2% | 691,194 SH | Increased-129,777 SH |
| ISHARES TR | CORE DIV GRWTH | $486K | 0.0%Prev: 0.0% | 7,000 SH | Increased |
| ISHARES TR | CORE MSCI EAFE | $56.5M | 3.3%Prev: 3.1% | 631,318 SH | Increased+18,072 SH |
| ISHARES TR | CORE S&P500 ETF | $790K | 0.0%Prev: 0.0% | 1,154 SH | Increased+269 SH |
| ISHARES TR | EAFE GRWTH ETF | $575K | 0.0%Prev: 0.0% | 5,051 SH | Increased+376 SH |
| ISHARES TR | ESG ADVANCED UNI | $3.3M | 0.2% | 74,646 SH | New |
| ISHARES TR | ESG AW MSCI EAFE | $857K | 0.0%Prev: 0.0% | 9,012 SH | Decreased-297 SH |
| ISHARES TR | ESG AWR MSCI USA | $3.6M | 0.2%Prev: 0.2% | 24,093 SH | Decreased-1,320 SH |
| ISHARES TR | HDG MSCI EAFE | $41.6M | 2.4%Prev: 2.4% | 1,006,633 SH | Increased-37,763 SH |
| ISHARES TR | MSCI ACWI EX US | $1.1M | 0.1%Prev: 0.1% | 16,000 SH | Increased |
| ISHARES TR | MSCI CHINA ETF | $43.4M | 2.5%Prev: 2.4% | 722,206 SH | Increased+157,985 SH |
| ISHARES TR | RUS 1000 ETF | $48.0M | 2.8%Prev: 2.8% | 128,433 SH | Decreased-3,760 SH |
| ISHARES TR | RUS 1000 GRW ETF | $6.3M | 0.4%Prev: 0.2% | 13,351 SH | Increased+4,500 SH |
| ISHARES TR | RUS 1000 VAL ETF | $1.6M | 0.1%Prev: 0.1% | 7,799 SH | Increased |
| ISHARES TR | RUS 2000 VAL ETF | $839K | 0.0%Prev: 0.1% | 4,629 SH | Decreased-904 SH |
| ISHARES TR | RUS MID CAP ETF | $1.3M | 0.1%Prev: 0.1% | 13,742 SH | Decreased-4,048 SH |
| ISHARES TR | RUSSELL 2000 ETF | $407K | 0.0%Prev: 0.0% | 1,653 SH | Decreased-1,150 SH |
| ISHARES TR | RUSSELL 3000 ETF | $7.2M | 0.4%Prev: 0.4% | 18,515 SH | Decreased-411 SH |
| ISHARES TR | SELECT US REIT | $247K | 0.0%Prev: 0.0% | 4,140 SH | Decreased |
| ISHARES TR | SHRT NAT MUN ETF | $889K | 0.1%Prev: 0.0% | 8,329 SH | Increased+1,790 SH |
| ISHARES TR | US TREAS BD ETF | $433.1M | 25.1%Prev: 26.3% | 18,808,265 SH | Decreased-1,106,770 SH |
| META PLATFORMS INC | CL A | $1.5M | 0.1%Prev: 0.1% | 2,273 SH | Decreased |
| NU HLDGS LTD | ORD SHS CL A | $14.3M | 0.8%Prev: 0.8% | 854,421 SH | Increased-1,104,421 SH |
| NVIDIA CORPORATION | COM | $7.8M | 0.5%Prev: 0.6% | 41,679 SH | Decreased-15,000 SH |
| ORACLE CORP | COM | $344K | 0.0%Prev: 0.0% | 1,764 SH | Decreased |
| PALO ALTO NETWORKS INC | COM | $267K | 0.0%Prev: 0.0% | 1,452 SH | Decreased |
| SPDR S&P 500 ETF TR | TR UNIT | $122.0M | 7.1%Prev: 7.7% | 178,847 SH | Decreased-22,618 SH |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $1.0M | 0.1%Prev: 0.1% | 1,664 SH | Increased |
| SPDR SERIES TRUST | STATE STREET SPD | $23.5M | 1.4% | 809,848 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $39.5M | 2.3%Prev: 1.9% | 129,956 SH | Increased-250,139 SH |
| TRINET GROUP INC | COM | $1.2M | 0.1%Prev: 0.1% | 20,000 SH | Decreased |
| VANECK ETF TRUST | HIGH YLD MUNIETF | $726K | 0.0% | 14,208 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $39.3M | 2.3%Prev: 1.7% | 530,977 SH | Increased+141,347 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $3.3M | 0.2%Prev: 0.2% | 16,014 SH | Decreased |
| VANGUARD INDEX FDS | GROWTH ETF | $2.9M | 0.2%Prev: 0.2% | 6,000 SH | Increased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $6.1M | 0.4%Prev: 0.4% | 9,702 SH | Decreased-1,955 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.0M | 0.2%Prev: 0.2% | 9,025 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $28.7M | 1.7%Prev: 3.1% | 534,349 SH | Decreased-464,654 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $29.3M | 1.7%Prev: 1.2% | 582,930 SH | Increased+167,088 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $48.2M | 2.8%Prev: 3.0% | 804,601 SH | Decreased-80,933 SH |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | $619K | 0.0%Prev: 0.0% | 11,102 SH | Decreased |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | $116.2M | 6.7%Prev: 6.0% | 375,997 SH | Increased+28,583 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | $5.3M | 0.3%Prev: 0.3% | 57,054 SH | Increased |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000VAL | $1.3M | 0.1%Prev: 0.1% | 8,023 SH | Increased |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $7.6M | 0.4%Prev: 0.5% | 34,743 SH | Decreased-9,329 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $27.2M | 1.6%Prev: 1.5% | 435,116 SH | Increased-6,940 SH |
| VISA INC | COM CL A | $389K | 0.0%Prev: 0.0% | 1,110 SH | Increased |
| 13F-HR |
| 0001707975-26-000008 |
| $1.97B |
| View |
| Jul 31, 2025 | Q2 2025 | 13F-HR | 0001707975-25-000007 | $1.54B | View |
| May 11, 2026 | Q1 2026 | 13F-HR | 0001707975-26-000005 | $1.88B | View |
| Apr 29, 2025 | Q1 2025 | 13F-HR | 0001707975-25-000005 | $1.38B | View |