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CIK 0002067328 • 7 13F filings • May 13, 2025 – Jul 9, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $1.1M | 1.0%Prev: 0.9% | 5,195 SH | Increased+1,249 SH |
| INVESCO QQQ TR | UNIT SER 1 | $284K | 0.3%Prev: 0.2% | 515 SH | Increased+26 SH |
| ISHARES INC | MSCI EMRG CHN | $227K | 0.2%Prev: 0.2% | 3,588 SH | Decreased |
| ISHARES TR | 1 3 YR TREAS BD | $8.5M | 8.1%Prev: 7.7% | 102,102 PRN | Decreased-5,211 PRN |
| ISHARES TR | 7-10 YR TRSY BD | $2.7M | 2.6%Prev: 2.4% | 28,125 PRN | Decreased-1,451 PRN |
| ISHARES TR | ESG AWARE MSCI | $268K | 0.3%Prev: 0.3% | 6,490 SH | Decreased-344 SH |
| ISHARES TR | ESG MSCI KLD 400 | $514K | 0.5%Prev: 0.5% | 4,425 SH | Decreased+73 SH |
| ISHARES TR | IBOXX INV CP ETF | $3.5M | 3.4%Prev: 3.2% | 31,988 PRN | Decreased-1,957 PRN |
| ISHARES TR | MSCI ACWI ETF | $354K | 0.3%Prev: 0.3% | 2,753 SH | Decreased |
| ISHARES TR | MSCI EAFE ETF | $12.8M | 12.3%Prev: 11.9% | 143,148 SH | Decreased+2,478 SH |
| ISHARES TR | MSCI EMG MKT ETF | $5.2M | 5.0%Prev: 5.1% | 108,110 SH | Decreased+4,240 SH |
| ISHARES TR | RUS 1000 GRW ETF | $21.8M | 21.0%Prev: 19.1% | 51,404 SH | Decreased-336 SH |
| ISHARES TR | RUS 1000 VAL ETF | $22.2M | 21.4%Prev: 23.2% | 114,359 SH | Decreased-10,935 SH |
| ISHARES TR | RUS 2000 GRW ETF | $6.2M | 6.0%Prev: 6.3% | 21,860 SH | Decreased-1,400 SH |
| ISHARES TR | RUS 2000 VAL ETF | $5.7M | 5.5%Prev: 6.4% | 36,227 SH | Decreased-2,554 SH |
| ISHARES TR | RUS MD CP GR ETF | $4.5M | 4.3%Prev: 3.4% | 32,272 SH | Increased+1,273 SH |
| ISHARES TR | RUS MDCP VAL ETF | $4.2M | 4.1%Prev: 4.1% | 32,126 SH | Decreased-597 SH |
| NVIDIA CORPORATION | COM | $244K | 0.2%Prev: 0.2% | 1,543 SH | Decreased+5 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $303K | 0.3%Prev: 0.2% | 10,363 SH | Increased+573 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $333K | 0.3%Prev: 0.3% | 12,017 SH | Decreased+502 SH |
| SPDR SERIES TRUST | NYSE TECH ETF | $340K | 0.3% | 1,434 SH | New |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $337K | 0.3%Prev: 0.3% | 1,184 SH | Increased-26 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $312K | 0.3%Prev: 0.3% | 1,896 SH | Decreased-21 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $228K | 0.2% | 402 SH | New |
| VANGUARD INDEX FDS | SM CP VAL ETF | $301K | 0.3%Prev: 0.3% | 1,545 SH | Decreased-2 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $261K | 0.3%Prev: 0.2% | 942 SH | Decreased |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $304K | 0.3%Prev: 0.3% | 4,523 SH | Decreased+6 SH |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $434K | 0.4%Prev: 0.4% | 3,306 SH | Decreased-20 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $470K | 0.5%Prev: 0.4% | 1,284 SH | Decreased+4 SH |
| 13F-HR |
| 0002085853-26-001113 |
| $132.5M |
| View |
| Oct 6, 2025 | Q3 2025 | 13F-HR | 0002085853-25-000014 | $111.3M | View |
| Jul 9, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000680 | $134.1M | View |
| Jul 7, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000739 | $104.0M | View |
| Apr 13, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000343 | $115.3M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000622 | $97.3M | View |