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CIK 0001842010 • 6 13F filings • Apr 24, 2025 – Jul 30, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $236K | 0.1% | 1,031 SH | New |
| ABRDN PRECIOUS METALS BASKET | PHYSCL PRECS MET | $1.0M | 0.6%Prev: 0.5% | 5,070 SH | Increased-731 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $4.6M | 2.5%Prev: 2.1% | 48,565 SH | Increased+4,584 SH |
| APPLE INC | COM | $1.0M | 0.6%Prev: 0.3% | 3,699 SH | Increased+1,314 SH |
| ARCHER DANIELS MIDLAND CO | COM | $1.1M | 0.6%Prev: 0.6% | 19,093 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.2M | 1.2%Prev: 1.2% | 4,451 SH | Increased+73 SH |
| CAPITAL GROUP EQUITY ETF TR | US SMALL AND MID | $1.8M | 1.0%Prev: 1.0% | 62,608 SH | Decreased-1,086 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $5.5M | 3.0%Prev: 2.8% | 109,702 SH | Increased-3,719 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $315K | 0.2%Prev: 0.2% | 7,247 SH | Increased |
| ECOLAB INC | COM | $659K | 0.4%Prev: 0.4% | 2,510 SH | Decreased |
| FIDELITY COVINGTON TRUST | SML MID MLTFCT | $2.3M | 1.3%Prev: 1.1% | 52,195 SH | Increased+5,503 SH |
| FIRST TR EXCHANGE-TRADED FD | SHS | $1.9M | 1.1%Prev: 1.1% | 42,150 SH | Decreased-3,509 SH |
| INVESCO EXCH TRADED FD TR II | CALIF AMT MUN | $280K | 0.2%Prev: 0.1% | 11,602 SH | Increased |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | $1.7M | 0.9%Prev: 1.0% | 23,286 SH | Decreased-1,265 SH |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | $273K | 0.2%Prev: 0.1% | 5,811 SH | Increased |
| ISHARES INC | ESG AWR MSCI EM | $6.1M | 3.4%Prev: 3.3% | 138,244 SH | Decreased-3,503 SH |
| ISHARES INC | MSCI JAPAN ETF | $5.4M | 3.0% | 66,464 SH | New |
| ISHARES TR | CORE MSCI EAFE | $207K | 0.1%Prev: 0.1% | 2,314 SH | Increased |
| ISHARES TR | CORE S&P SCP ETF | $1.1M | 0.6%Prev: 0.7% | 9,244 SH | Decreased-1,119 SH |
| ISHARES TR | CORE S&P500 ETF | $4.2M | 2.3%Prev: 2.8% | 6,070 SH | Decreased-1,798 SH |
| ISHARES TR | DOW JONES US ETF | $473K | 0.3%Prev: 0.2% | 2,854 SH | Increased |
| ISHARES TR | ESG AW MSCI EAFE | $8.7M | 4.8%Prev: 4.5% | 91,706 SH | Increased-284 SH |
| ISHARES TR | ESG AWARE MSCI | $2.7M | 1.5%Prev: 1.4% | 59,422 SH | Increased+1,144 SH |
| ISHARES TR | ESG AWR MSCI USA | $10.8M | 6.0%Prev: 5.6% | 72,346 SH | Increased-904 SH |
| ISHARES TR | ESG MSCI KLD 400 | $4.4M | 2.5%Prev: 2.3% | 34,440 SH | Increased-156 SH |
| ISHARES TR | MSCI INDIA ETF | $698K | 0.4%Prev: 0.3% | 12,913 SH | Increased+2,846 SH |
| ISHARES TR | S&P 500 GRWT ETF | $6.5M | 3.6%Prev: 3.7% | 52,558 SH | Decreased-4,917 SH |
| ISHARES TR | US INFRASTRUC | $10.1M | 5.6%Prev: 5.4% | 191,860 SH | Decreased-697 SH |
| ISHARES TR | USD GRN BOND ETF | $3.3M | 1.9%Prev: 1.7% | 69,660 SH | Increased+4,714 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $2.8M | 1.5%Prev: 1.4% | 54,768 SH | Increased+2,277 SH |
| MICROSOFT CORP | COM | $278K | 0.2%Prev: 0.1% | 575 SH | Increased+79 SH |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | $3.5M | 1.9%Prev: 1.9% | 35,410 SH | Decreased-1,229 SH |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | $852K | 0.5%Prev: 0.5% | 18,916 SH | Decreased-1,886 SH |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | $631K | 0.3%Prev: 0.3% | 14,123 SH | Decreased-596 SH |
| PACER FDS TR | US LRG CP CASH | $6.2M | 3.5%Prev: 3.3% | 177,000 SH | Decreased+3,634 SH |
| PIMCO ETF TR | ENHANCD SHORT | $4.4M | 2.4%Prev: 2.2% | 44,308 SH | Increased+2,629 SH |
| PIMCO ETF TR | MUNI INCOME OPP | $2.2M | 1.2%Prev: 1.1% | 49,249 SH | Increased+3,533 SH |
| PROSHARES TR | S&P 500 DV ARIST | $215K | 0.1%Prev: 0.1% | 2,068 SH | Increased |
| SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | $5.7M | 3.1%Prev: 2.9% | 157,424 SH | Increased+3,565 SH |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $1.6M | 0.9%Prev: 0.8% | 35,020 SH | Decreased-1,626 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $1.2M | 0.7%Prev: 0.6% | 1,812 SH | Increased+13 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $21.1M | 11.7% | 336,048 SH | New |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $6.6M | 3.7%Prev: 3.3% | 64,078 SH | Increased+1,670 SH |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | $883K | 0.5%Prev: 0.5% | 1,985 SH | Decreased-115 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $483K | 0.3%Prev: 0.2% | 990 SH | Increased+61 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $15.5M | 8.6%Prev: 7.5% | 24,652 SH | Increased+1,436 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.1M | 0.6%Prev: 0.6% | 4,095 SH | Decreased-180 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $267K | 0.1%Prev: 0.1% | 797 SH | Increased |
| VANGUARD INDEX FDS | VALUE ETF | $231K | 0.1%Prev: 0.1% | 1,210 SH | Increased |
| VANGUARD STAR FDS | VG TL INTL STK F | $712K | 0.4%Prev: 0.4% | 9,444 SH | Decreased-738 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $5.2M | 2.9%Prev: 2.5% | 83,504 SH | Increased+5,017 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $268K | 0.1%Prev: 0.1% | 3,744 SH | Increased |
| VANGUARD WORLD FD | ESG US STK ETF | $2.3M | 1.3%Prev: 1.4% | 19,376 SH | Decreased-2,214 SH |
| WISDOMTREE TR | INDIA ERNGS FD | $6.7M | 3.7%Prev: 3.3% | 143,905 SH | Increased+1,635 SH |
| 13F-HR |
| 0002063364-26-000236 |
| $226.0M |
| View |
| Aug 8, 2025 | Q2 2025 | 13F-HR | 0002063364-25-000199 | $175.9M | View |
| Apr 23, 2026 | Q1 2026 | 13F-HR | 0002063364-26-000114 | $189.6M | View |
| Apr 24, 2025 | Q1 2025 | 13F-HR | 0002063364-25-000031 | $150.5M | View |