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CIK 0001903296 • 4 13F filings • Apr 10, 2025 – Feb 2, 2026
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Past 4 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $264K | 0.0%Prev: 0.1% | 1,153 SH | Decreased+7 SH |
| ALPHABET INC | CAP STK CL A | $299K | 0.1%Prev: 0.0% | 954 SH | Increased+6 SH |
| ALPHABET INC | CAP STK CL C | $5.4M | 1.0%Prev: 0.8% | 17,247 SH | Increased-404 SH |
| ALTRIA GROUP INC | COM | $432K | 0.1%Prev: 0.1% | 7,484 SH | Decreased+112 SH |
| AMAZON COM INC | COM | $4.6M | 0.9%Prev: 0.9% | 19,883 SH | Increased+102 SH |
| AMETEK INC | COM | $844K | 0.2%Prev: 0.2% | 4,112 SH | Increased-95 SH |
| APPLE INC | COM | $7.7M | 1.4%Prev: 1.4% | 28,220 SH | Increased-9 SH |
| ASTRAZENECA PLC | SPONSORED ADR | $298K | 0.1%Prev: 0.1% | 3,240 SH | Increased-135 SH |
| AT&T INC | COM | $1.7M | 0.3%Prev: 0.4% | 67,675 SH | Decreased+2,894 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $207K | 0.0%Prev: 0.0% | 806 SH | Decreased-2 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.2M | 0.2%Prev: 0.2% | 2,381 SH | Decreased-1 SH |
| BLOOM ENERGY CORP | COM CL A | $547K | 0.1%Prev: 0.1% | 6,298 SH | Increased-100 SH |
| BOSTON SCIENTIFIC CORP | COM | $3.8M | 0.7%Prev: 0.8% | 40,224 SH | Decreased+605 SH |
| BROADCOM INC | COM | $2.1M | 0.4%Prev: 0.4% | 5,937 SH | Increased+151 SH |
| CHEVRON CORP NEW | COM | $347K | 0.1%Prev: 0.1% | 2,277 SH | Increased+222 SH |
| CHUBB LIMITED | COM | $4.3M | 0.8%Prev: 0.8% | 13,791 SH | Increased-60 SH |
| CITIGROUP INC | COM NEW | $260K | 0.0%Prev: 0.0% | 2,226 SH | Increased-39 SH |
| CLEARWAY ENERGY INC | CL A | $1.7M | 0.3%Prev: 0.3% | 55,138 SH | Increased-834 SH |
| COCA COLA CO | COM | $302K | 0.1%Prev: 0.1% | 4,321 SH | Increased-196 SH |
| CORNING INC | COM | $1.8M | 0.3%Prev: 0.3% | 20,325 SH | Increased-77 SH |
| CROWN CASTLE INC | COM | $1.6M | 0.3%Prev: 0.3% | 17,723 SH | Decreased+412 SH |
| ELI LILLY & CO | COM | $458K | 0.1%Prev: 0.0% | 426 SH | Increased+145 SH |
| EXXON MOBIL CORP | COM | $1.5M | 0.3%Prev: 0.3% | 12,284 SH | Increased+143 SH |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | $328K | 0.1%Prev: 0.1% | 1,459 SH | Increased+37 SH |
| FIRST TR EXCHANGE-TRADED FD | CORE INVESTMENT | $47.4M | 8.9%Prev: 9.1% | 2,231,568 SH | Increased+63,259 SH |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | $14.0M | 2.6%Prev: 2.6% | 279,354 SH | Increased+8,668 SH |
| GE AEROSPACE | COM NEW | $239K | 0.0%Prev: 0.0% | 777 SH | Increased+1 SH |
| HEWLETT PACKARD ENTERPRISE C | COM | $1.7M | 0.3%Prev: 0.3% | 69,810 SH | Increased+1,804 SH |
| HOME DEPOT INC | COM | $227K | 0.0%Prev: 0.1% | 658 SH | Decreased-26 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $2.0M | 0.4%Prev: 0.4% | 6,666 SH | Increased-33 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $377K | 0.1%Prev: 0.1% | 1,969 SH | Increased+7 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1.6M | 0.3%Prev: 0.3% | 2,633 SH | Increased+9 SH |
| ISHARES INC | CORE MSCI EMKT | $15.4M | 2.9%Prev: 2.8% | 228,541 SH | Increased+10,294 SH |
| ISHARES INC | ESG AWR MSCI EM | $425K | 0.1%Prev: 0.1% | 9,627 SH | Increased+164 SH |
| ISHARES TR | CORE MSCI EAFE | $33.3M | 6.3%Prev: 6.1% | 371,738 SH | Increased+18,404 SH |
| ISHARES TR | CORE S&P MCP ETF | $9.0M | 1.7%Prev: 1.7% | 136,294 SH | Increased+2,979 SH |
| ISHARES TR | CORE S&P SCP ETF | $11.7M | 2.2%Prev: 2.2% | 97,584 SH | Increased+1,797 SH |
| ISHARES TR | CORE S&P TTL STK | $503K | 0.1%Prev: 0.1% | 3,384 SH | Increased+552 SH |
| ISHARES TR | CORE S&P US VLU | $214K | 0.0%Prev: 0.0% | 2,084 SH | Increased+11 SH |
| ISHARES TR | CORE S&P500 ETF | $1.4M | 0.3%Prev: 0.3% | 1,971 SH | Increased-8 SH |
| ISHARES TR | CORE US AGGBD ET | $3.1M | 0.6%Prev: 0.6% | 30,850 SH | Increased+653 SH |
| ISHARES TR | EAFE VALUE ETF | $18.4M | 3.5%Prev: 3.3% | 258,023 SH | Increased+9,341 SH |
| ISHARES TR | ESG AW MSCI EAFE | $2.1M | 0.4%Prev: 0.4% | 22,456 SH | Increased+465 SH |
| ISHARES TR | ESG AWARE MSCI | $840K | 0.2%Prev: 0.2% | 18,262 SH | Increased+179 SH |
| ISHARES TR | ESG AWR MSCI USA | $5.2M | 1.0%Prev: 1.0% | 35,182 SH | Increased+16 SH |
| ISHARES TR | ESG AWR US AGRGT | $3.7M | 0.7%Prev: 0.7% | 76,527 SH | Increased+1,190 SH |
| ISHARES TR | ESG AWRE USD ETF | $3.7M | 0.7%Prev: 0.7% | 156,770 SH | Increased+3,030 SH |
| ISHARES TR | ESG MSCI KLD 400 | $1.1M | 0.2%Prev: 0.2% | 8,322 SH | Increased+47 SH |
| ISHARES TR | ESG OPTIMIZED | $4.0M | 0.8%Prev: 0.8% | 28,940 SH | Increased-6 SH |
| ISHARES TR | GLOBAL TECH ETF | $3.6M | 0.7%Prev: 0.7% | 34,280 SH | Increased+1,817 SH |
| ISHARES TR | LOW CARBON OPTIM | $1.0M | 0.2% | 4,553 SH | New |
| ISHARES TR | MSCI EAFE ETF | $591K | 0.1%Prev: 0.1% | 6,150 SH | Increased+552 SH |
| ISHARES TR | NEW YORK MUN ETF | $565K | 0.1%Prev: 0.1% | 10,559 SH | Increased+23 SH |
| ISHARES TR | U.S. TECH ETF | $207K | 0.0%Prev: 0.0% | 1,037 SH | Increased |
| ISHARES TR | ULTRA SHORT DUR | $1.3M | 0.2%Prev: 0.2% | 24,882 SH | Increased+1,155 SH |
| ISHARES TR | US DIGITAL INFRA | $3.9M | 0.7%Prev: 0.8% | 45,769 SH | Decreased+747 SH |
| ISHARES TR | US TREAS BD ETF | $709K | 0.1%Prev: 0.1% | 30,797 SH | Increased+8,932 SH |
| ISHARES TR | USD INV GRDE ETF | $61.9M | 11.7%Prev: 12.0% | 1,195,107 SH | Increased+27,821 SH |
| JPMORGAN CHASE & CO. | COM | $5.9M | 1.1%Prev: 1.1% | 18,175 SH | Increased+567 SH |
| MCDONALDS CORP | COM | $218K | 0.0%Prev: 0.0% | 713 SH | Decreased-31 SH |
| META PLATFORMS INC | CL A | $278K | 0.1%Prev: 0.1% | 422 SH | Decreased-11 SH |
| MICROSOFT CORP | COM | $6.6M | 1.2%Prev: 1.3% | 13,557 SH | Decreased+321 SH |
| MORGAN STANLEY | COM NEW | $2.1M | 0.4%Prev: 0.3% | 11,597 SH | Increased+428 SH |
| NISOURCE INC | COM | $271K | 0.1%Prev: 0.1% | 6,480 SH | Decreased+42 SH |
| NVIDIA CORPORATION | COM | $10.0M | 1.9%Prev: 1.9% | 53,549 SH | Increased+2,432 SH |
| NXP SEMICONDUCTORS N V | COM | $3.9M | 0.7%Prev: 0.8% | 17,757 SH | Decreased+704 SH |
| ORIGIN MATERIALS INC | COM | $2K | 0.0%Prev: 0.0% | 10,000 SH | Decreased-350 SH |
| PALO ALTO NETWORKS INC | COM | $3.7M | 0.7%Prev: 0.8% | 19,926 SH | Decreased+258 SH |
| PFIZER INC | COM | $1.7M | 0.3%Prev: 0.3% | 69,160 SH | Decreased+764 SH |
| PHILIP MORRIS INTL INC | COM | $997K | 0.2%Prev: 0.1% | 6,214 SH | Increased+1,990 SH |
| PRINCIPAL FINANCIAL GROUP IN | COM | $219K | 0.0%Prev: 0.0% | 2,488 SH | Increased+22 SH |
| PROCTER AND GAMBLE CO | COM | $220K | 0.0%Prev: 0.1% | 1,532 SH | Decreased-129 SH |
| PROSHARES TR | ULTRAPRO QQQ | $406K | 0.1%Prev: 0.1% | 7,708 SH | Decreased+3,534 SH |
| PRUDENTIAL FINL INC | COM | $1.8M | 0.3%Prev: 0.3% | 15,940 SH | Increased+199 SH |
| SALESFORCE INC | COM | $389K | 0.1%Prev: 0.1% | 1,468 SH | Increased+36 SH |
| SELECT SECTOR SPDR TR | STATE STREET COM | $9.2M | 1.7% | 78,137 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET CON | $11.1M | 2.1% | 119,739 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $7.9M | 1.5% | 175,967 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $15.0M | 2.8% | 273,007 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $17.5M | 3.3% | 112,814 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET IND | $12.3M | 2.3% | 79,606 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $32.6M | 6.1% | 226,428 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $5.3M | 1.0%Prev: 1.0% | 7,786 SH | Increased+16 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $25.9M | 4.9% | 417,042 SH | New |
| SUN LIFE FINANCIAL INC. | COM | $351K | 0.1%Prev: 0.1% | 5,627 SH | Increased+25 SH |
| TESLA INC | COM | $474K | 0.1%Prev: 0.1% | 1,054 SH | Increased+346 SH |
| TEXAS INSTRS INC | COM | $1.6M | 0.3%Prev: 0.3% | 9,265 SH | Decreased+432 SH |
| TOLL BROTHERS INC | COM | $3.9M | 0.7%Prev: 0.8% | 28,877 SH | Decreased+416 SH |
| UNILEVER PLC | SPON ADR NEW | $1.6M | 0.3%Prev: 0.3% | 24,048 SH | Decreased-2,524 SH |
| UNITED PARCEL SERVICE INC | CL B | $1.9M | 0.4%Prev: 0.3% | 18,856 SH | Increased-88 SH |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $324K | 0.1%Prev: 0.1% | 4,665 SH | Decreased+72 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $1.1M | 0.2%Prev: 0.2% | 15,509 SH | Increased+208 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $7.1M | 1.3%Prev: 1.3% | 11,272 SH | Increased+119 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $4.8M | 0.9%Prev: 0.9% | 14,199 SH | Increased+309 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $219K | 0.0% | 2,977 SH | New |
| VANGUARD STAR FDS | VG TL INTL STK F | $779K | 0.1%Prev: 0.1% | 10,326 SH | Increased+1,544 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $22.4M | 4.2%Prev: 4.2% | 156,215 SH | Increased+4,548 SH |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $266K | 0.1%Prev: 0.0% | 2,951 SH | Increased+79 SH |
| VISA INC | COM CL A | $582K | 0.1%Prev: 0.1% | 1,660 SH | Increased-29 SH |
| WALMART INC | COM | $704K | 0.1%Prev: 0.1% | 6,316 SH | Increased-191 SH |
| WELLS FARGO CO NEW | COM | $4.3M | 0.8%Prev: 0.8% | 46,407 SH | Increased+383 SH |
| WISDOMTREE TR | US MIDCAP DIVID | $6.0M | 1.1%Prev: 1.1% | 115,814 SH | Increased+3,978 SH |
| 13F-HR |
| 0001667731-25-001057 |
| $476.7M |
| View |
| Apr 10, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000397 | $441.0M | View |