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CIK 0001908386 • 6 13F filings • Apr 10, 2025 – Jul 10, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $2.9M | 1.2% | 19,758 SH | |
| AB ACTIVE ETFS INC | TAX AWARE INTERM | $7.9M | 3.2% | 313,506 SH | |
| APPLE INC | COM | $476K | 0.2% | 2,141 SH | |
| BITWISE BITCOIN ETF TR | SHS BEN INT | $220K | 0.1% | 4,908 SH | |
| BOSTON SCIENTIFIC CORP | COM | $401K | 0.2% | 3,977 SH | |
| CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | $35.7M | 14.6% | 1,357,211 SH | |
| CAPITAL GRP FIXED INCM ETF T | MUNICIPAL INCOME | $4.4M | 1.8% | 163,260 SH | |
| CEMEX SAB DE CV | SPON ADR NEW | $56K | 0.0% | 10,000 SH | |
| ECOLAB INC | COM | $1.8M | 0.8% | 7,272 SH | |
| ELI LILLY & CO | COM | $847K | 0.3% | 1,026 SH | |
| EXXON MOBIL CORP | COM | $239K | 0.1% | 2,013 SH | |
| GABELLI UTIL TR | COM | $167K | 0.1% | 31,267 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $214K | 0.1% | 457 SH | |
| ISHARES INC | ESG AWR MSCI EM | $260K | 0.1% | 7,427 SH | |
| ISHARES TR | CORE MSCI EAFE | $416K | 0.2% | 5,502 SH | |
| ISHARES TR | CORE S&P MCP ETF | $4.4M | 1.8% | 75,250 SH | |
| ISHARES TR | CORE S&P SCP ETF | $1.3M | 0.5% | 12,541 SH | |
| ISHARES TR | CORE S&P500 ETF | $26.5M | 10.8% | 47,118 SH | |
| ISHARES TR | ESG AW MSCI EAFE | $275K | 0.1% | 3,365 SH | |
| ISHARES TR | ESG AWR MSCI USA | $311K | 0.1% | 2,552 SH | |
| ISHARES TR | ESG SCRND S&P500 | $405K | 0.2% | 9,463 SH | |
| ISHARES TR | MSCI EAFE ETF | $3.8M | 1.6% | 46,965 SH | |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $254K | 0.1% | 5,083 SH | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $968K | 0.4% | 19,043 SH | |
| MICROSOFT CORP | COM | $329K | 0.1% | 877 SH | |
| NUSHARES ETF TR | NUVEEN ESG INTL | $313K | 0.1% | 9,831 SH | |
| ROCKY MTN CHOCOLATE FACTORY | COM | $49K | 0.0% | 40,371 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $48.8M | 20.0% | 2,468,385 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $83.5M | 34.1% | 3,780,762 SH | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $1.3M | 0.5% | 50,415 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $773K | 0.3% | 32,991 SH | |
| SHERWIN WILLIAMS CO | COM | $447K | 0.2% | 1,280 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $897K | 0.4% | 24,638 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $6.3M | 2.6% | 11,187 SH | |
| SPDR SER TR | PORTFOLIO S&P400 | $242K | 0.1% | 4,733 SH | |
| SPDR SER TR | PORTFOLIO S&P500 | $4.6M | 1.9% | 70,700 SH | |
| SPDR SER TR | PORTFOLIO S&P600 | $264K | 0.1% | 6,487 SH | |
| SPS COMM INC | COM | $251K | 0.1% | 1,894 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $442K | 0.2% | 9,764 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $902K | 0.4% | 18,171 SH | |
| VICTORY PORTFOLIOS II | VICTORYSHARES WE | $681K | 0.3% | 17,548 SH | |
| VOLATILITY SHS TR | 2X ETHER ETF | $62K | 0.0% | 33,984 SH | |
| XCEL ENERGY INC | COM | $224K | 0.1% | 3,166 SH |
| 13F-HR |
| 0002085853-25-000022 |
| $385.2M |
| View |
| Jul 10, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000686 | $514.1M | View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001908386-25-000004 | $335.0M | View |
| Apr 9, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000307 | $452.0M | View |
| Apr 10, 2025 | Q1 2025 | 13F-HR | 0001908386-25-000003 | $244.6M | View |