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CIK 0002053960 • 4 13F filings • May 8, 2025 – Feb 9, 2026
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Past 4 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $287K | 0.2%Prev: 0.2% | 2,290 SH | Increased+478 SH |
| ABBVIE INC | COM | $352K | 0.2%Prev: 0.2% | 1,541 SH | Increased+475 SH |
| ADOBE INC | COM | $398K | 0.3%Prev: 0.3% | 1,137 SH | Decreased-11 SH |
| ALPHABET INC | CAP STK CL A | $200K | 0.1% | 639 SH | New |
| ALPHABET INC | CAP STK CL C | $1.3M | 0.9%Prev: 0.8% | 4,262 SH | Increased-290 SH |
| ALTSHARES TRUST | MERGER ARBITRAGE | $10.4M | 7.2%Prev: 6.8% | 356,455 SH | Increased+15,082 SH |
| AMAZON COM INC | COM | $907K | 0.6%Prev: 0.7% | 3,931 SH | Decreased-517 SH |
| AMERICAN CENTY ETF TR | AVANTIS RESPON U | $3.0M | 2.1%Prev: 2.2% | 38,669 SH | Decreased-5,576 SH |
| AMERICAN CENTY ETF TR | AVANTIS RESPONSI | $6.6M | 4.6%Prev: 4.9% | 94,073 SH | Decreased-9,995 SH |
| APPLE INC | COM | $2.6M | 1.8%Prev: 2.2% | 9,647 SH | Decreased-2,788 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $1.5M | 1.1%Prev: 1.0% | 2 SH | Increased |
| BROADCOM INC | COM | $236K | 0.2%Prev: 0.2% | 682 SH | Increased-17 SH |
| CISCO SYS INC | COM | $309K | 0.2%Prev: 0.1% | 4,013 SH | Increased+1,078 SH |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | $12.2M | 8.5%Prev: 8.3% | 293,983 SH | Increased+1,214 SH |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $18.2M | 12.7%Prev: 12.5% | 423,719 SH | Increased-16,776 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $226K | 0.2%Prev: 0.2% | 4,837 SH | Decreased-307 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $30.8M | 21.4%Prev: 21.7% | 708,054 SH | Decreased-31,120 SH |
| FTAI AVIATION LTD | SHS | $492K | 0.3%Prev: 0.3% | 2,500 SH | Increased |
| INVESCO QQQ TR | UNIT SER 1 | $1.4M | 1.0%Prev: 2.0% | 2,257 SH | Decreased-2,568 SH |
| ISHARES TR | CALIF MUN BD ETF | $207K | 0.1% | 3,605 SH | New |
| ISHARES TR | CORE S&P500 ETF | $665K | 0.5%Prev: 0.5% | 971 SH | Increased-4 SH |
| ISHARES TR | ENVIR AWR RL EST | $255K | 0.2%Prev: 0.2% | 9,566 SH | Decreased-957 SH |
| ISHARES TR | ESG MSCI KLD 400 | $332K | 0.2%Prev: 0.4% | 2,580 SH | Decreased-1,897 SH |
| JPMORGAN CHASE & CO. | COM | $856K | 0.6%Prev: 0.6% | 2,656 SH | Increased-33 SH |
| MANAGER DIRECTED PORTFOLIOS | VERT GLB SUST RE | $3.6M | 2.5%Prev: 2.6% | 347,874 SH | Decreased-5,351 SH |
| MATTHEWS INTL FDS | EMERGING MARKETS | $359K | 0.3%Prev: 0.3% | 12,673 SH | Decreased-2,977 SH |
| MICROSOFT CORP | COM | $700K | 0.5%Prev: 0.5% | 1,446 SH | Decreased+53 SH |
| MORGAN STANLEY ETF TRUST | CALVERT INTERNAT | $9.6M | 6.7%Prev: 6.1% | 134,821 SH | Increased+4,286 SH |
| MORGAN STANLEY ETF TRUST | CALVERT US LARCP | $8.0M | 5.6%Prev: 5.2% | 94,828 SH | Increased+3,240 SH |
| MORGAN STANLEY ETF TRUST | CALVERT US MDCP | $6.5M | 4.5%Prev: 4.4% | 100,879 SH | Increased+969 SH |
| NUSHARES ETF TR | ESG LARGE CAP | $304K | 0.2%Prev: 0.2% | 6,361 SH | Decreased+505 SH |
| NUSHARES ETF TR | NUVEEN ESG INTL | $2.9M | 2.0%Prev: 2.1% | 80,947 SH | Decreased-14 SH |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | $2.3M | 1.6%Prev: 1.6% | 51,829 SH | Decreased-2,526 SH |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | $4.1M | 2.8%Prev: 2.8% | 91,374 SH | Decreased-2,144 SH |
| NVIDIA CORPORATION | COM | $651K | 0.5%Prev: 0.5% | 3,490 SH | Decreased-253 SH |
| PIMCO ETF TR | ENHANCD SHORT | $391K | 0.3% | 3,963 SH | New |
| PROCTER AND GAMBLE CO | COM | $699K | 0.5%Prev: 0.5% | 4,879 SH | Decreased+279 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $218K | 0.2% | 8,105 SH | New |
| SPDR GOLD TR | GOLD SHS | $619K | 0.4%Prev: 0.3% | 1,562 SH | Increased+217 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $236K | 0.2%Prev: 0.2% | 346 SH | Increased |
| SPDR SERIES TRUST | STATE STREET SPD | $3.4M | 2.4% | 37,803 SH | New |
| SSGA ACTIVE ETF TR | STATE STREET DOU | $216K | 0.2% | 5,361 SH | New |
| SSGA ACTIVE TR | STATE STREET DOU | $3.6M | 2.5% | 84,067 SH | New |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $205K | 0.1%Prev: 0.3% | 4,241 SH | Decreased-3,506 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $291K | 0.2%Prev: 0.2% | 596 SH | Increased |
| VANGUARD INDEX FDS | LARGE CAP ETF | $213K | 0.1%Prev: 0.1% | 678 SH | Increased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $211K | 0.1%Prev: 0.1% | 630 SH | Increased |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $376K | 0.3%Prev: 0.3% | 1,709 SH | Increased |
| 13F-HR |
| 0001085146-25-004345 |
| $132.3M |
| View |
| May 8, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002739 | $116.5M | View |