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CIK 0001842974 • 7 13F filings • May 9, 2025 – Oct 15, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $630K | 0.4%Prev: 0.4% | 2,199 SH | Decreased-162 SH |
| ALPHABET INC | CAP STK CL C | $326K | 0.2%Prev: 0.2% | 1,792 SH | Decreased+453 SH |
| AMAZON COM INC | COM | $701K | 0.4%Prev: 0.4% | 2,587 SH | Decreased-530 SH |
| APPLE INC | COM | $5.3M | 3.2%Prev: 3.1% | 18,213 SH | Decreased-2,537 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.0M | 0.6%Prev: 0.5% | 4,708 SH | Increased+2,761 SH |
| CONSTELLATION ENERGY CORP | COM | $225K | 0.1% | 684 SH | New |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $206K | 0.1%Prev: 0.1% | 6,296 SH | Decreased-341 SH |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $437K | 0.3% | 8,909 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $883K | 0.5% | 15,348 SH | New |
| DISNEY WALT CO | COM | $463K | 0.3%Prev: 0.2% | 3,833 SH | Increased+148 SH |
| ELI LILLY & CO | COM | $397K | 0.2%Prev: 0.3% | 520 SH | Decreased |
| GLOBAL X FDS | S&P 500 CATHOLIC | $696K | 0.4%Prev: 0.4% | 3,303 SH | Decreased-4,893 SH |
| HERSHEY CO | COM | $431K | 0.3%Prev: 0.2% | 2,387 SH | Increased+80 SH |
| INTUIT | COM | $307K | 0.2% | 449 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $2.6M | 1.6%Prev: 1.6% | 9,141 SH | Decreased+4,950 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $2.9M | 1.8% | 22,917 SH | New |
| ISHARES TR | CORE 1 5 YR USD | $3.2M | 1.9%Prev: 2.6% | 63,376 SH | Decreased-39,390 SH |
| ISHARES TR | CORE S&P TTL STK | $842K | 0.5%Prev: 0.5% | 5,779 SH | Decreased+59 SH |
| ISHARES TR | CORE S&P500 ETF | $1.4M | 0.8%Prev: 0.8% | 2,681 SH | Decreased+531 SH |
| ISHARES TR | ESG AWARE MSCI | $220K | 0.1%Prev: 0.1% | 1,425 SH | Decreased-3,479 SH |
| ISHARES TR | ESG AWR MSCI USA | $1.0M | 0.6%Prev: 0.7% | 4,797 SH | Decreased-3,684 SH |
| ISHARES TR | ESG MSCI KLD 400 | $4.3M | 2.6% | 21,502 SH | New |
| ISHARES TR | ESG OPTIMIZED | $969K | 0.6%Prev: 0.6% | 4,510 SH | Decreased-2,425 SH |
| ISHARES TR | MSCI EAFE ETF | $318K | 0.2%Prev: 0.2% | 2,879 SH | Decreased-644 SH |
| ISHARES TR | RUS 1000 ETF | $1.2M | 0.7%Prev: 0.6% | 1,615 SH | Decreased-1,355 SH |
| ISHARES TR | RUS 1000 VAL ETF | $406K | 0.2%Prev: 0.2% | 1,763 SH | Increased+209 SH |
| ISHARES TR | RUS 2000 VAL ETF | $209K | 0.1%Prev: 0.1% | 1,183 SH | Decreased+81 SH |
| ISHARES TR | RUS MID CAP ETF | $376K | 0.2%Prev: 0.2% | 166 SH | Decreased-3,724 SH |
| ISHARES TR | RUSSELL 2000 ETF | $1.2M | 0.7%Prev: 0.7% | 5,108 SH | Decreased+746 SH |
| ISHARES TR | RUSSELL 3000 ETF | $4.0M | 2.4%Prev: 2.2% | 7,137 SH | Decreased-3,028 SH |
| ISHARES TR | US INDUSTRIALS | $239K | 0.1%Prev: 0.1% | 1,640 SH | Decreased-8 SH |
| JOHNSON & JOHNSON | COM | $224K | 0.1%Prev: 0.2% | 1,028 SH | Decreased-189 SH |
| JPMORGAN CHASE & CO. | COM | $345K | 0.2% | 1,300 SH | New |
| MCKESSON CORP | COM | $289K | 0.2%Prev: 0.1% | 773 SH | Increased+398 SH |
| MICROSOFT CORP | COM | $1.7M | 1.1%Prev: 0.6% | 4,828 SH | Increased+1,574 SH |
| NUSHARES ETF TR | NUVEEN ESG MIDCP | $356K | 0.2%Prev: 0.2% | 5,702 SH | Increased-1,792 SH |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | $398K | 0.2%Prev: 0.3% | 4,426 SH | Decreased-4,987 SH |
| ORACLE CORP | COM | $455K | 0.3% | 1,145 SH | New |
| PEPSICO INC | COM | $342K | 0.2%Prev: 0.2% | 2,448 SH | Increased+8 SH |
| PROCTER AND GAMBLE CO | COM | $744K | 0.5% | 4,178 SH | New |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $802K | 0.5% | 16,914 SH | New |
| SPDR SERIES TRUST | PORTFOLI S&P1500 | $1.5M | 0.9% | 16,508 SH | New |
| SPDR SERIES TRUST | PORTFOLIO S&P600 | $584K | 0.4% | 8,512 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 GW | $709K | 0.4% | 5,149 SH | New |
| SPDR SERIES TRUST | S&P 500 ESG ETF | $347K | 0.2% | 5,461 SH | New |
| TOPBUILD CORP | COM | $289K | 0.2% | 739 SH | New |
| UNION PAC CORP | COM | $209K | 0.1%Prev: 0.1% | 236 SH | Decreased-650 SH |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $11.9M | 7.3%Prev: 8.5% | 175,913 SH | Decreased-154,703 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $1.2M | 0.7%Prev: 0.7% | 5,106 SH | Decreased-465 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $2.9M | 1.7%Prev: 1.6% | 9,090 SH | Decreased+87 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $863K | 0.5%Prev: 0.5% | 4,170 SH | Decreased-548 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $9.9M | 6.0%Prev: 5.7% | 32,155 SH | Decreased-105,919 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $343K | 0.2%Prev: 0.2% | 3,221 SH | Decreased-403 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $13.0M | 8.0%Prev: 8.2% | 33,905 SH | Decreased+10,749 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $1.1M | 0.7%Prev: 0.6% | 5,139 SH | Decreased+314 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $14.1M | 8.7%Prev: 8.7% | 53,914 SH | Decreased-1,631 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $866K | 0.5%Prev: 0.4% | 2,971 SH | Increased+605 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $19.4M | 11.9%Prev: 10.8% | 60,589 SH | Decreased+4,039 SH |
| VANGUARD INDEX FDS | VALUE ETF | $2.0M | 1.2%Prev: 1.2% | 10,383 SH | Decreased-614 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $875K | 0.5%Prev: 0.5% | 11,844 SH | Decreased-330 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.3M | 0.8%Prev: 0.8% | 20,764 SH | Decreased-5,233 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $499K | 0.3%Prev: 0.2% | 8,484 SH | Increased+3,045 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $6.9M | 4.2%Prev: 3.9% | 24,036 SH | Decreased-7,520 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $6.7M | 4.1%Prev: 4.6% | 77,158 SH | Decreased-27,274 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.2M | 0.8%Prev: 0.8% | 13,647 SH | Decreased-7,230 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $1.7M | 1.0%Prev: 1.0% | 5,898 SH | Decreased-5,831 SH |
| VANGUARD WORLD FD | ENERGY ETF | $210K | 0.1%Prev: 0.2% | 1,549 SH | Decreased-1,566 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $1.1M | 0.7%Prev: 0.8% | 14,827 SH | Decreased-4,901 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $4.1M | 2.5%Prev: 2.1% | 29,225 SH | Decreased-2,065 SH |
| VANGUARD WORLD FD | INF TECH ETF | $1.1M | 0.7%Prev: 0.8% | 3,976 SH | Decreased-8,631 SH |
| VANGUARD WORLD FD | MEGA CAP INDEX | $4.1M | 2.5%Prev: 2.2% | 9,560 SH | Decreased-6,214 SH |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $284K | 0.2%Prev: 0.2% | 2,065 SH | Decreased-42 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $8.6M | 5.2%Prev: 4.8% | 29,131 SH | Decreased-77,020 SH |
| VANGUARD WORLD FD | UTILITIES ETF | $351K | 0.2%Prev: 0.3% | 1,444 SH | Decreased-1,452 SH |
| WALMART INC | COM | $490K | 0.3%Prev: 0.3% | 1,371 SH | Decreased-3,409 SH |
| 13F-HR |
| 0001214659-25-014963 |
| $163.5M |
| View |
| Jul 17, 2026 | Q2 2026 | 13F-HR | 0001214659-26-008656 | $193.5M | View |
| Aug 7, 2025 | Q2 2025 | 13F-HR | 0001214659-25-011634 | $153.7M | View |
| Apr 16, 2026 | Q1 2026 | 13F-HR | 0001214659-26-004716 | $168.9M | View |
| May 9, 2025 | Q1 2025 | 13F-HR | 0001842974-25-000001 | $151K | View |