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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 | $1.0M | 0.9%Prev: 1.1% | 3,946 SH | Decreased-1,257 SH |
| CARDINAL HEALTH INC | COM | $208K | 0.2% | 985 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $282K | 0.2%Prev: 0.3% | 489 SH | Increased-26 SH |
| ISHARES INC | CORE MSCI EMKT | $377K | 0.3% | 5,404 SH | New |
| ISHARES INC | MSCI EMRG CHN | $282K | 0.2%Prev: 0.2% | 3,588 SH | Increased |
| ISHARES TR | 1 3 YR TREAS BD | $8.9M | 7.7%Prev: 8.4% | 107,313 SH | Increased+8,139 SH |
| ISHARES TR | 7-10 YR TRSY BD | $2.8M | 2.4%Prev: 2.7% | 29,576 SH | Increased+1,862 SH |
| ISHARES TR | CORE MSCI EAFE | $874K | 0.8% | 9,655 SH | New |
| ISHARES TR | ESG AWARE MSCI | $321K | 0.3%Prev: 0.3% | 6,834 SH | Increased+344 SH |
| ISHARES TR | ESG MSCI KLD 400 | $527K | 0.5%Prev: 0.5% | 4,352 SH | Increased-73 SH |
| ISHARES TR | IBOXX INV CP ETF | $3.7M | 3.2%Prev: 3.5% | 33,945 SH | Increased+2,453 SH |
| ISHARES TR | MSCI ACWI ETF | $381K | 0.3%Prev: 0.3% | 2,753 SH | Increased |
| ISHARES TR | MSCI EAFE ETF | $13.7M | 11.9%Prev: 12.6% | 140,670 SH | Increased-1,980 SH |
| ISHARES TR | MSCI EMG MKT ETF | $5.9M | 5.1%Prev: 5.0% | 103,870 SH | Increased-4,229 SH |
| ISHARES TR | RUS 1000 GRW ETF | $22.1M | 19.1%Prev: 20.0% | 51,740 SH | Increased-271 SH |
| ISHARES TR | RUS 1000 VAL ETF | $26.8M | 23.2%Prev: 21.8% | 125,294 SH | Increased+10,513 SH |
| ISHARES TR | RUS 2000 GRW ETF | $7.3M | 6.3%Prev: 6.0% | 23,260 SH | Increased+1,110 SH |
| ISHARES TR | RUS 2000 VAL ETF | $7.4M | 6.4%Prev: 5.6% | 38,781 SH | Increased+2,172 SH |
| ISHARES TR | RUS MD CP GR ETF | $4.0M | 3.4%Prev: 4.2% | 30,999 SH | Decreased-1,349 SH |
| ISHARES TR | RUS MDCP VAL ETF | $4.8M | 4.1%Prev: 4.2% | 32,723 SH | Increased+586 SH |
| NVIDIA CORPORATION | COM | $268K | 0.2% | 1,538 SH | New |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $285K | 0.2%Prev: 0.3% | 9,790 SH | Increased-572 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $351K | 0.3%Prev: 0.3% | 11,515 SH | Increased-495 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $366K | 0.3% | 1,434 SH | New |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $311K | 0.3%Prev: 0.3% | 1,210 SH | Increased+26 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $353K | 0.3%Prev: 0.3% | 1,917 SH | Increased+21 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $336K | 0.3%Prev: 0.3% | 1,547 SH | Increased+2 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $285K | 0.2%Prev: 0.2% | 942 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $339K | 0.3%Prev: 0.3% | 4,517 SH | Increased-6 SH |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $482K | 0.4%Prev: 0.4% | 3,326 SH | Increased+20 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $470K | 0.4%Prev: 0.4% | 1,280 SH | Increased-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 |