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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% | 4,292 SH | Decreased+344 SH |
| INVESCO QQQ TR | UNIT SER 1 | $309K | 0.3%Prev: 0.3% | 515 SH | Decreased+39 SH |
| ISHARES INC | MSCI EMRG CHN | $242K | 0.2%Prev: 0.2% | 3,588 SH | Decreased+447 SH |
| ISHARES TR | 1 3 YR TREAS BD | $8.7M | 7.8%Prev: 7.5% | 105,291 SH | Decreased-16,623 SH |
| ISHARES TR | 7-10 YR TRSY BD | $2.8M | 2.5%Prev: 2.4% | 28,932 SH | Decreased-4,479 SH |
| ISHARES TR | ESG AWARE MSCI | $308K | 0.3%Prev: 0.3% | 6,834 SH | Decreased |
| ISHARES TR | ESG MSCI KLD 400 | $548K | 0.5% | 4,352 SH | New |
| ISHARES TR | IBOXX INV CP ETF | $3.7M | 3.3%Prev: 2.9% | 32,747 SH | Decreased-3,253 SH |
| ISHARES TR | MSCI ACWI ETF | $381K | 0.3%Prev: 0.3% | 2,753 SH | Decreased+30 SH |
| ISHARES TR | MSCI EAFE ETF | $13.3M | 12.0%Prev: 10.8% | 142,901 SH | Decreased+3,101 SH |
| ISHARES TR | MSCI EMG MKT ETF | $5.7M | 5.2%Prev: 5.1% | 107,516 SH | Decreased+6,943 SH |
| ISHARES TR | RUS 1000 GRW ETF | $23.6M | 21.2%Prev: 19.4% | 50,303 SH | Decreased-159,398 SH |
| ISHARES TR | RUS 1000 VAL ETF | $23.6M | 21.2%Prev: 23.0% | 115,975 SH | Decreased-11,512 SH |
| ISHARES TR | RUS 2000 GRW ETF | $7.1M | 6.4%Prev: 6.8% | 22,215 SH | Decreased-945 SH |
| ISHARES TR | RUS 2000 VAL ETF | $6.6M | 5.9%Prev: 6.4% | 37,400 SH | Decreased-1,100 SH |
| ISHARES TR | RUS MD CP GR ETF | $4.5M | 4.1%Prev: 3.4% | 31,898 SH | Decreased+348 SH |
| ISHARES TR | RUS MDCP VAL ETF | $4.6M | 4.2%Prev: 3.9% | 33,157 SH | Decreased+1,711 SH |
| NVIDIA CORPORATION | COM | $287K | 0.3%Prev: 0.2% | 1,538 SH | Decreased |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $312K | 0.3%Prev: 0.2% | 9,787 SH | Decreased+456 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $335K | 0.3%Prev: 0.3% | 11,501 SH | Decreased-28 SH |
| SPDR SERIES TRUST | NYSE TECH ETF | $390K | 0.4% | 1,434 SH | New |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $347K | 0.3%Prev: 0.3% | 1,182 SH | Decreased-42 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $331K | 0.3%Prev: 0.3% | 1,897 SH | Decreased+19 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $219K | 0.2% | 358 SH | New |
| VANGUARD INDEX FDS | SM CP VAL ETF | $322K | 0.3%Prev: 0.3% | 1,544 SH | Decreased+35 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $280K | 0.3%Prev: 0.2% | 942 SH | Decreased+91 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $322K | 0.3%Prev: 0.2% | 4,517 SH | Decreased+567 SH |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $455K | 0.4%Prev: 0.4% | 3,306 SH | Decreased+126 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $515K | 0.5%Prev: 0.4% | 1,279 SH | Decreased-4,648 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 |