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CIK 0001585550 • 2 13F filings • Apr 9, 2025 – Jul 9, 2025
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Past 2 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $295K | 0.1%Prev: 0.1% | 2,170 SH | Increased |
| ALPHABET INC | CAP STK CL A | $1.2M | 0.3%Prev: 0.3% | 7,042 SH | Increased+299 SH |
| ALPHABET INC | CAP STK CL C | $506K | 0.1%Prev: 0.1% | 2,850 SH | Increased |
| AMAZON COM INC | COM | $589K | 0.1%Prev: 0.1% | 2,686 SH | Increased-6 SH |
| APPLE INC | COM | $5.3M | 1.2%Prev: 1.4% | 25,729 SH | Decreased-759 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $369K | 0.1%Prev: 0.1% | 1,191 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.5M | 0.3%Prev: 0.3% | 3,110 SH | Increased+536 SH |
| BLACKROCK INC | COM | $213K | 0.0% | 203 SH | New |
| BLACKSTONE INC | COM | $267K | 0.1%Prev: 0.1% | 1,787 SH | Increased |
| BROADCOM INC | COM | $4.1M | 0.9%Prev: 0.5% | 14,815 SH | Increased+2,642 SH |
| CARVANA CO | CL A | $248K | 0.1% | 735 SH | New |
| CISCO SYS INC | COM | $716K | 0.2%Prev: 0.2% | 10,321 SH | Increased |
| COSTCO WHSL CORP NEW | COM | $592K | 0.1%Prev: 0.1% | 598 SH | Increased |
| DEERE & CO | COM | $560K | 0.1%Prev: 0.1% | 1,099 SH | Increased |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $3.0M | 0.7%Prev: 0.7% | 84,709 SH | Increased |
| DISNEY WALT CO | COM | $464K | 0.1%Prev: 0.1% | 3,738 SH | Increased |
| ELI LILLY & CO | COM | $298K | 0.1%Prev: 0.1% | 382 SH | Decreased |
| HERITAGE GLOBAL INC | COM | $76K | 0.0%Prev: 0.0% | 34,139 SH | Increased |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $24.9M | 5.5%Prev: 5.1% | 109,567 SH | Increased+79 SH |
| INVESCO EXCH TRADED FD TR II | S&P GBL WATER | $276K | 0.1%Prev: 0.1% | 4,416 SH | Increased |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $213K | 0.0%Prev: 0.0% | 1,171 SH | Increased |
| INVESCO QQQ TR | UNIT SER 1 | $323K | 0.1%Prev: 0.1% | 584 SH | Increased-31 SH |
| ISHARES INC | CORE MSCI EMKT | $11.0M | 2.4%Prev: 2.3% | 183,993 SH | Increased+5,280 SH |
| ISHARES INC | ESG AWR MSCI EM | $714K | 0.2%Prev: 0.2% | 18,239 SH | Increased-202 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $20.3M | 4.5%Prev: 4.8% | 197,185 SH | Increased+2,768 SH |
| ISHARES TR | 7-10 YR TRSY BD | $31.1M | 6.8%Prev: 7.4% | 324,216 SH | Increased+2,979 SH |
| ISHARES TR | CORE MSCI EAFE | $468K | 0.1% | 5,608 SH | New |
| ISHARES TR | CORE S&P SCP ETF | $317K | 0.1%Prev: 0.1% | 2,905 SH | Increased+241 SH |
| ISHARES TR | CORE S&P500 ETF | $4.2M | 0.9%Prev: 0.3% | 6,746 SH | Increased+4,261 SH |
| ISHARES TR | CORE US AGGBD ET | $27.1M | 5.9%Prev: 6.4% | 272,892 SH | Increased+4,708 SH |
| ISHARES TR | ESG AW MSCI EAFE | $3.3M | 0.7%Prev: 0.8% | 37,245 SH | Increased-1,709 SH |
| ISHARES TR | ESG AWARE MSCI | $4.9M | 1.1%Prev: 1.1% | 117,432 SH | Increased-1,022 SH |
| ISHARES TR | ESG AWR MSCI USA | $9.6M | 2.1%Prev: 2.0% | 70,855 SH | Increased+1,454 SH |
| ISHARES TR | ESG AWR US AGRGT | $3.7M | 0.8%Prev: 0.9% | 76,859 SH | Decreased-1,331 SH |
| ISHARES TR | ESG AWRE 1 5 YR | $2.2M | 0.5%Prev: 0.5% | 86,192 SH | Decreased-2,476 SH |
| ISHARES TR | ESG EAFE ETF | $1.8M | 0.4%Prev: 0.4% | 24,703 SH | Increased |
| ISHARES TR | ESG MSCI KLD 400 | $390K | 0.1%Prev: 0.1% | 3,361 SH | Increased |
| ISHARES TR | ESG OPTIMIZED | $1.2M | 0.3% | 9,217 SH | New |
| ISHARES TR | GLOBAL REIT ETF | $277K | 0.1% | 11,206 SH | New |
| ISHARES TR | MBS ETF | $6.2M | 1.4%Prev: 1.5% | 66,555 SH | Increased+349 SH |
| ISHARES TR | MSCI EAFE ETF | $31.2M | 6.8%Prev: 6.9% | 348,561 SH | Increased-2,470 SH |
| ISHARES TR | RUS 1000 ETF | $75.1M | 16.5%Prev: 16.6% | 221,192 SH | Increased-3,825 SH |
| ISHARES TR | RUS 1000 VAL ETF | $1.7M | 0.4%Prev: 0.4% | 8,845 SH | Increased |
| ISHARES TR | RUS MID CAP ETF | $300K | 0.1% | 3,259 SH | New |
| ISHARES TR | RUSSELL 2000 ETF | $36.3M | 8.0%Prev: 8.0% | 168,122 SH | Increased+1,256 SH |
| ISHARES TR | S&P 500 VAL ETF | $530K | 0.1%Prev: 0.1% | 2,714 SH | Increased+504 SH |
| ISHARES TR | U.S. REAL ES ETF | $1.5M | 0.3%Prev: 0.4% | 15,979 SH | Increased+265 SH |
| JOHNSON & JOHNSON | COM | $555K | 0.1%Prev: 0.1% | 3,632 SH | Decreased-50 SH |
| JPMORGAN CHASE & CO. | COM | $308K | 0.1%Prev: 0.1% | 1,064 SH | Increased |
| MCDONALDS CORP | COM | $317K | 0.1%Prev: 0.1% | 1,084 SH | Decreased-44 SH |
| MCKESSON CORP | COM | $233K | 0.1%Prev: 0.1% | 318 SH | Increased |
| MICROSOFT CORP | COM | $3.3M | 0.7%Prev: 0.6% | 6,724 SH | Increased-37 SH |
| NETFLIX INC | COM | $821K | 0.2%Prev: 0.1% | 613 SH | Increased |
| NVIDIA CORPORATION | COM | $1.9M | 0.4%Prev: 0.3% | 11,914 SH | Increased-9 SH |
| ORACLE CORP | COM | $830K | 0.2%Prev: 0.1% | 3,795 SH | Increased-19 SH |
| PHILIP MORRIS INTL INC | COM | $1.1M | 0.2%Prev: 0.2% | 5,905 SH | Increased |
| PIMCO ETF TR | 1-5 US TIP IDX | $446K | 0.1%Prev: 0.1% | 8,294 SH | Decreased-454 SH |
| PROCTER AND GAMBLE CO | COM | $844K | 0.2%Prev: 0.2% | 5,295 SH | Decreased-30 SH |
| SALESFORCE INC | COM | $628K | 0.1%Prev: 0.1% | 2,299 SH | Increased |
| SCHWAB STRATEGIC TR | 1000 INDEX ETF | $3.5M | 0.8%Prev: 0.8% | 116,215 SH | Increased-3,912 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $390K | 0.1%Prev: 0.1% | 12,949 SH | Increased+2,807 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $274K | 0.1% | 12,392 SH | New |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $543K | 0.1%Prev: 0.1% | 22,206 SH | Increased |
| SELECT SECTOR SPDR TR | FINANCIAL | $1.1M | 0.2%Prev: 0.2% | 20,229 SH | Increased |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $412K | 0.1%Prev: 0.1% | 3,055 SH | Decreased |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $2.1M | 0.5%Prev: 0.4% | 8,347 SH | Increased-117 SH |
| SOUTHERN CO | COM | $205K | 0.0%Prev: 0.0% | 2,228 SH | Decreased |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $220K | 0.0% | 5,151 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $1.6M | 0.3%Prev: 0.3% | 2,552 SH | Increased |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $261K | 0.1% | 460 SH | New |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | $271K | 0.1%Prev: 0.1% | 1,117 SH | Increased |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $1.9M | 0.4%Prev: 0.5% | 25,754 SH | Decreased-949 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $335K | 0.1%Prev: 0.1% | 1,740 SH | Increased |
| VANGUARD INDEX FDS | GROWTH ETF | $213K | 0.0% | 486 SH | New |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $8.0M | 1.8%Prev: 1.9% | 89,444 SH | Increased+1,706 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $15.3M | 3.4%Prev: 3.1% | 26,919 SH | Increased+1,822 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $11.6M | 2.5%Prev: 2.2% | 48,795 SH | Increased+6,654 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $6.0M | 1.3%Prev: 1.4% | 19,764 SH | Increased-818 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $6.6M | 1.5%Prev: 1.5% | 79,870 SH | Increased+2,231 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $1.5M | 0.3%Prev: 0.4% | 25,325 SH | Increased+111 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $27.0M | 5.9%Prev: 6.4% | 582,759 SH | Increased+12,320 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $10.0M | 2.2%Prev: 2.4% | 126,148 SH | Increased+2,165 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $359K | 0.1%Prev: 0.1% | 1,748 SH | Increased |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $20.5M | 4.5%Prev: 4.2% | 358,942 SH | Increased+14,576 SH |
| VANGUARD WORLD FD | CONSUM DIS ETF | $539K | 0.1%Prev: 0.1% | 1,487 SH | Increased |
| VANGUARD WORLD FD | INF TECH ETF | $735K | 0.2%Prev: 0.1% | 1,108 SH | Increased |
| WALMART INC | COM | $409K | 0.1%Prev: 0.1% | 4,178 SH | Increased |
| WELLS FARGO CO NEW | COM | $212K | 0.0% | 2,644 SH | New |
| WISDOMTREE TR | EUROPE HEDGED EQ | $441K | 0.1%Prev: 0.1% | 9,163 SH | Decreased-181 SH |