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CIK 0002004495 • 6 13F filings • May 9, 2025 – Jul 31, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $430 | 0.2%Prev: 0.1% | 2,009 SH | Increased+9 SH |
| ALPHABET INC | CAP STK CL A | $503 | 0.2%Prev: 0.2% | 1,608 SH | Increased-26 SH |
| ALPHABET INC | CAP STK CL C | $227 | 0.1%Prev: 0.1% | 725 SH | Increased+225 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $17K | 7.5%Prev: 7.1% | 229,126 SH | Increased+16,298 SH |
| AMGEN INC | COM | $251 | 0.1%Prev: 0.1% | 768 SH | Decreased-252 SH |
| APPLE INC | COM | $3K | 1.3%Prev: 1.0% | 11,276 SH | Increased+3,187 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $425 | 0.2%Prev: 0.2% | 847 SH | Decreased-9 SH |
| BROADCOM INC | COM | $228 | 0.1%Prev: 0.0% | 661 SH | Increased+431 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $3K | 1.2%Prev: 1.1% | 72,937 SH | Increased+10,355 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $370 | 0.2%Prev: 0.1% | 6,225 SH | Increased+946 SH |
| ELI LILLY & CO | COM | $689 | 0.3%Prev: 0.2% | 642 SH | Increased-22 SH |
| EXPEDIA GROUP INC | COM NEW | $212 | 0.1%Prev: 0.1% | 750 SH | Increased |
| EXXON MOBIL CORP | COM | $3K | 1.1%Prev: 0.0% | 21,723 SH | Increased+21,668 SH |
| GLACIER BANCORP INC NEW | COM | $217 | 0.1% | 4,945 SH | New |
| HILTON WORLDWIDE HLDGS INC | COM | $207 | 0.1%Prev: 0.1% | 724 SH | Increased |
| ISHARES INC | CORE MSCI EMKT | $271 | 0.1%Prev: 0.1% | 4,041 SH | Increased-35 SH |
| ISHARES INC | ESG AWR MSCI EM | $265 | 0.1%Prev: 0.1% | 6,008 SH | Increased+488 SH |
| ISHARES TR | CORE MSCI EAFE | $564 | 0.2%Prev: 0.2% | 6,309 SH | Increased+2,569 SH |
| ISHARES TR | CORE S&P SCP ETF | $20K | 8.6%Prev: 8.7% | 166,379 SH | Increased+8,731 SH |
| ISHARES TR | CORE S&P TTL STK | $867 | 0.4%Prev: 0.4% | 5,836 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $1K | 0.5%Prev: 0.5% | 1,734 SH | Increased+46 SH |
| ISHARES TR | CORE US AGGBD ET | $207 | 0.1% | 2,077 SH | New |
| ISHARES TR | ESG ADVANCED UNI | $340 | 0.1% | 7,756 SH | New |
| ISHARES TR | ESG AW MSCI EAFE | $308 | 0.1%Prev: 0.1% | 3,244 SH | Increased+1,226 SH |
| ISHARES TR | ESG AWARE MSCI | $207 | 0.1%Prev: 0.1% | 4,507 SH | Increased+1,146 SH |
| ISHARES TR | ESG AWR MSCI USA | $1K | 0.4%Prev: 0.4% | 6,838 SH | Increased+1,577 SH |
| ISHARES TR | ESG AWRE 1 5 YR | $523 | 0.2%Prev: 0.2% | 20,747 SH | Increased+699 SH |
| ISHARES TR | ESG AWRE USD ETF | $313 | 0.1%Prev: 0.1% | 13,416 SH | Increased+3,043 SH |
| ISHARES TR | SP SMCP600VL ETF | $256 | 0.1%Prev: 0.1% | 2,257 SH | Increased |
| JPMORGAN CHASE & CO. | COM | $819 | 0.4%Prev: 0.2% | 2,544 SH | Increased+962 SH |
| MICROSOFT CORP | COM | $2K | 0.8%Prev: 0.7% | 3,778 SH | Increased+773 SH |
| NUSHARES ETF TR | NUVEEN ESG INTL | $342 | 0.1%Prev: 0.2% | 9,451 SH | Decreased |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | $223 | 0.1%Prev: 0.1% | 4,964 SH | Increased+1,165 SH |
| NVIDIA CORPORATION | COM | $2K | 0.7%Prev: 0.6% | 9,147 SH | Increased+1,957 SH |
| PROSHARES TR | PSHS ULTRA DOW30 | $313 | 0.1%Prev: 0.1% | 5,510 SH | Increased+2,755 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $550 | 0.2%Prev: 0.3% | 21,006 SH | Increased-147 SH |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $4K | 1.9%Prev: 2.1% | 100,463 SH | Increased-3,533 SH |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $457 | 0.2%Prev: 0.2% | 9,763 SH | Decreased-1,192 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $255 | 0.1%Prev: 0.1% | 374 SH | Increased+34 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $90K | 38.8% | 1,116,549 SH | New |
| UNION PAC CORP | COM | $319 | 0.1%Prev: 0.1% | 1,383 SH | Increased+326 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $357 | 0.2%Prev: 0.1% | 4,541 SH | Increased+3,168 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $516 | 0.2%Prev: 0.2% | 6,971 SH | Decreased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $526 | 0.2%Prev: 0.1% | 840 SH | Increased+546 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $392 | 0.2%Prev: 0.2% | 1,523 SH | Increased+8 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $5K | 2.2%Prev: 2.3% | 14,973 SH | Increased-71 SH |
| VANGUARD INDEX FDS | VALUE ETF | $1K | 0.5%Prev: 0.5% | 5,881 SH | Increased+69 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $13K | 5.6%Prev: 5.7% | 240,733 SH | Increased+15,490 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $661 | 0.3%Prev: 0.4% | 13,150 SH | Decreased-4,545 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $653 | 0.3%Prev: 0.3% | 7,806 SH | Decreased-224 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $686 | 0.3%Prev: 0.3% | 8,606 SH | Increased+716 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | $667 | 0.3%Prev: 0.3% | 6,706 SH | Increased |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $50K | 21.8%Prev: 21.4% | 805,831 SH | Increased+36,717 SH |
| WALMART INC | COM | $504 | 0.2%Prev: 0.2% | 4,531 SH | Increased+26 SH |
| 13F-HR |
| 0002004495-26-000003 |
| $280K |
| View |
| Jul 25, 2025 | Q2 2025 | 13F-HR | 0001907157-25-000035 | $201K | View |
| May 1, 2026 | Q1 2026 | 13F-HR | 0002004495-26-000002 | $238K | View |
| May 9, 2025 | Q1 2025 | 13F-HR | 0001842974-25-000005 | $154K | View |