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CIK 0001899753 • 6 13F filings • Apr 11, 2025 – Jul 8, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $335K | 0.2%Prev: 0.2% | 2,090 SH | Decreased-120 SH |
| ABBOTT LABS | COM | $2.9M | 2.0%Prev: 2.2% | 22,880 SH | Decreased+170 SH |
| ABBVIE INC | COM | $4.1M | 2.9%Prev: 3.0% | 17,962 SH | Decreased+120 SH |
| ADOBE INC | COM | $299K | 0.2%Prev: 0.3% | 855 SH | Decreased-145 SH |
| ADVANCED MICRO DEVICES INC | COM | $629K | 0.4%Prev: 0.3% | 2,935 SH | Increased-5 SH |
| AFLAC INC | COM | $284K | 0.2%Prev: 0.2% | 2,580 SH | Decreased-10 SH |
| AIR PRODS & CHEMS INC | COM | $285K | 0.2%Prev: 0.2% | 1,152 SH | Decreased-50 SH |
| ALPHABET INC | CAP STK CL A | $5.0M | 3.5%Prev: 2.8% | 15,916 SH | Increased-143 SH |
| ALPHABET INC | CAP STK CL C | $2.0M | 1.4%Prev: 1.1% | 6,469 SH | Increased-25 SH |
| AMAZON COM INC | COM | $429K | 0.3%Prev: 0.3% | 1,857 SH | Increased |
| AMGEN INC | COM | $2.1M | 1.5%Prev: 1.3% | 6,504 SH | Increased+10 SH |
| APPLE INC | COM | $11.2M | 8.0%Prev: 7.7% | 41,291 SH | Increased-420 SH |
| APPLIED MATLS INC | COM | $1.7M | 1.2%Prev: 1.0% | 6,490 SH | Increased-50 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $755K | 0.5%Prev: 0.5% | 1 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $4.7M | 3.3%Prev: 3.4% | 9,319 SH | Decreased-26 SH |
| BLACKROCK INC | COM | $1.1M | 0.8%Prev: 0.8% | 1,015 SH | Decreased+7 SH |
| BOEING CO | COM | $734K | 0.5%Prev: 0.5% | 3,382 SH | Increased |
| BROADCOM INC | COM | $938K | 0.7%Prev: 0.7% | 2,710 SH | Increased-25 SH |
| CATERPILLAR INC | COM | $1.3M | 0.9%Prev: 0.8% | 2,324 SH | Increased-43 SH |
| CHIPOTLE MEXICAN GRILL INC | COM | $1.4M | 1.0%Prev: 1.1% | 37,476 SH | Decreased+85 SH |
| CISCO SYS INC | COM | $392K | 0.3%Prev: 0.3% | 5,094 SH | Increased-101 SH |
| COCA COLA CO | COM | $889K | 0.6%Prev: 0.6% | 12,715 SH | Increased+200 SH |
| COLGATE PALMOLIVE CO | COM | $976K | 0.7%Prev: 0.7% | 12,351 SH | Increased+333 SH |
| COSTCO WHSL CORP NEW | COM | $4.7M | 3.4%Prev: 3.7% | 5,499 SH | Decreased-13 SH |
| CSX CORP | COM | $218K | 0.2%Prev: 0.2% | 6,000 SH | Decreased-750 SH |
| CVS HEALTH CORP | COM | $352K | 0.3%Prev: 0.2% | 4,436 SH | Increased+100 SH |
| DEERE & CO | COM | $1.9M | 1.4%Prev: 1.4% | 4,087 SH | Increased-1 SH |
| DICKS SPORTING GOODS INC | COM | $288K | 0.2%Prev: 0.2% | 1,454 SH | Decreased+20 SH |
| DISNEY WALT CO | COM | $758K | 0.5%Prev: 0.6% | 6,664 SH | Decreased |
| ECOLAB INC | COM | $719K | 0.5%Prev: 0.5% | 2,740 SH | Decreased |
| ELI LILLY & CO | COM | $448K | 0.3%Prev: 0.2% | 417 SH | Increased+6 SH |
| EMERSON ELEC CO | COM | $1.5M | 1.1%Prev: 1.1% | 11,437 SH | Increased+45 SH |
| EVERSOURCE ENERGY | COM | $232K | 0.2%Prev: 0.2% | 3,451 SH | Decreased |
| EXPEDITORS INTL WASH INC | COM | $383K | 0.3%Prev: 0.2% | 2,570 SH | Increased |
| EXXON MOBIL CORP | COM | $2.4M | 1.7%Prev: 1.6% | 19,601 SH | Increased-423 SH |
| FIRST SOLAR INC | COM | $254K | 0.2%Prev: 0.2% | 974 SH | Increased |
| GENERAC HLDGS INC | COM | $453K | 0.3%Prev: 0.4% | 3,321 SH | Decreased+420 SH |
| GILEAD SCIENCES INC | COM | $228K | 0.2%Prev: 0.1% | 1,856 SH | Increased |
| HA SUSTAINABLE INFRA CAP INC | COM | $291K | 0.2%Prev: 0.2% | 9,268 SH | Decreased-250 SH |
| HOME DEPOT INC | COM | $554K | 0.4%Prev: 0.5% | 1,611 SH | Decreased |
| IDEXX LABS INC | COM | $885K | 0.6%Prev: 0.6% | 1,308 SH | Increased+44 SH |
| INTUIT | COM | $209K | 0.1%Prev: 0.2% | 315 SH | Decreased |
| INTUITIVE SURGICAL INC | COM NEW | $1.0M | 0.7%Prev: 0.6% | 1,812 SH | Increased+23 SH |
| ISHARES INC | ESG AWR MSCI EM | $543K | 0.4%Prev: 0.4% | 12,288 SH | Increased+550 SH |
| ISHARES TR | CORE 1 5 YR USD | $836K | 0.6%Prev: 0.6% | 17,146 SH | Decreased |
| ISHARES TR | CORE S&P SCP ETF | $508K | 0.4%Prev: 0.4% | 4,230 SH | Increased |
| ISHARES TR | CORE US AGGBD ET | $206K | 0.1%Prev: 0.1% | 2,065 SH | Decreased |
| ISHARES TR | ESG AW MSCI EAFE | $3.4M | 2.4%Prev: 2.3% | 35,636 SH | Increased+1,795 SH |
| ISHARES TR | ESG AWARE MSCI | $1.1M | 0.8%Prev: 0.8% | 24,698 SH | Increased+675 SH |
| ISHARES TR | ESG AWR US AGRGT | $2.0M | 1.4%Prev: 1.3% | 41,198 SH | Increased+4,050 SH |
| ISHARES TR | ESG AWRE 1 5 YR | $974K | 0.7%Prev: 0.7% | 38,582 SH | Increased+1,760 SH |
| ISHARES TR | ESG OPTIMIZED | $442K | 0.3%Prev: 0.3% | 3,169 SH | Increased+25 SH |
| ISHARES TR | GL CLEAN ENE ETF | $176K | 0.1%Prev: 0.1% | 10,685 SH | Decreased-1,000 SH |
| ISHARES TR | IBDS DEC28 ETF | $210K | 0.1% | 8,250 SH | New |
| ISHARES TR | IBONDS 27 ETF | $357K | 0.3%Prev: 0.2% | 14,700 SH | Increased+2,750 SH |
| ISHARES TR | IBONDS DEC2026 | $356K | 0.3%Prev: 0.2% | 14,700 SH | Increased+2,700 SH |
| ISHARES TR | MSCI EAFE ETF | $979K | 0.7%Prev: 0.7% | 10,197 SH | Increased |
| ISHARES TR | RUS 1000 ETF | $605K | 0.4%Prev: 0.4% | 1,620 SH | Increased-10 SH |
| ISHARES TR | RUS 1000 GRW ETF | $809K | 0.6%Prev: 0.6% | 1,710 SH | Decreased-25 SH |
| ISHARES TR | RUS MID CAP ETF | $1.1M | 0.8%Prev: 0.8% | 11,522 SH | Decreased |
| ISHARES TR | ULTRA SHORT DUR | $311K | 0.2%Prev: 0.3% | 6,154 SH | Decreased-1,975 SH |
| JOHNSON & JOHNSON | COM | $1.9M | 1.4%Prev: 1.2% | 9,356 SH | Increased+265 SH |
| JONES LANG LASALLE INC | COM | $299K | 0.2%Prev: 0.2% | 889 SH | Increased |
| JPMORGAN CHASE & CO. | COM | $1.2M | 0.8%Prev: 0.9% | 3,666 SH | Decreased-150 SH |
| MANAGER DIRECTED PORTFOLIOS | VERT GLB SUST RE | $732K | 0.5%Prev: 0.5% | 70,357 SH | Increased+2,251 SH |
| MARRIOTT INTL INC NEW | CL A | $1.1M | 0.8%Prev: 0.7% | 3,706 SH | Increased |
| MERCK & CO INC | COM | $1.5M | 1.1%Prev: 0.9% | 14,137 SH | Increased+105 SH |
| META PLATFORMS INC | CL A | $856K | 0.6%Prev: 0.7% | 1,297 SH | Decreased-50 SH |
| MICROSOFT CORP | COM | $14.4M | 10.2%Prev: 11.1% | 29,738 SH | Decreased+23 SH |
| MONSTER BEVERAGE CORP NEW | COM | $639K | 0.5%Prev: 0.4% | 8,340 SH | Increased |
| NETEASE INC | SPONSORED ADS | $275K | 0.2%Prev: 0.2% | 2,000 SH | Decreased |
| NETFLIX INC | COM | $785K | 0.6%Prev: 0.7% | 8,375 SH | Decreased+7,535 SH |
| NEXTERA ENERGY INC | COM | $563K | 0.4%Prev: 0.4% | 7,013 SH | Increased+550 SH |
| NIKE INC | CL B | $1.4M | 1.0%Prev: 1.1% | 21,662 SH | Decreased+605 SH |
| NORFOLK SOUTHN CORP | COM | $397K | 0.3%Prev: 0.3% | 1,376 SH | Decreased |
| NVIDIA CORPORATION | COM | $1.7M | 1.2%Prev: 1.3% | 9,260 SH | Decreased-287 SH |
| ORACLE CORP | COM | $2.4M | 1.7%Prev: 2.5% | 12,246 SH | Decreased+155 SH |
| PACCAR INC | COM | $221K | 0.2% | 2,022 SH | New |
| PAYCHEX INC | COM | $214K | 0.2%Prev: 0.2% | 1,908 SH | Decreased-165 SH |
| PEPSICO INC | COM | $1.4M | 1.0%Prev: 1.0% | 9,901 SH | Increased-5 SH |
| PHILIP MORRIS INTL INC | COM | $225K | 0.2%Prev: 0.2% | 1,400 SH | Decreased |
| PRICE T ROWE GROUP INC | COM | $737K | 0.5%Prev: 0.6% | 7,195 SH | Decreased-255 SH |
| PROCTER AND GAMBLE CO | COM | $1.7M | 1.2%Prev: 1.3% | 11,849 SH | Decreased+172 SH |
| QUALCOMM INC | COM | $503K | 0.4%Prev: 0.4% | 2,943 SH | Increased-29 SH |
| ROCKWELL AUTOMATION INC | COM | $733K | 0.5%Prev: 0.5% | 1,883 SH | Increased |
| ROPER TECHNOLOGIES INC | COM | $274K | 0.2%Prev: 0.2% | 615 SH | Decreased |
| SALESFORCE INC | COM | $835K | 0.6%Prev: 0.5% | 3,152 SH | Increased+46 SH |
| SAP SE | SPON ADR | $555K | 0.4%Prev: 0.4% | 2,285 SH | Decreased |
| SCHWAB CHARLES CORP | COM | $4.1M | 2.9%Prev: 2.9% | 41,313 SH | Increased-125 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $273K | 0.2%Prev: 0.2% | 8,322 SH | Decreased |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $451K | 0.3%Prev: 0.3% | 16,444 SH | Increased+1,400 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $337K | 0.2%Prev: 0.2% | 16,126 SH | Increased+4,135 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $448K | 0.3%Prev: 0.3% | 15,720 SH | Increased |
| SCHWAB STRATEGIC TR | US TIPS ETF | $1.1M | 0.8%Prev: 0.8% | 42,192 SH | Decreased+390 SH |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $250K | 0.2% | 4,570 SH | New |
| SOUTHERN CO | COM | $242K | 0.2%Prev: 0.2% | 2,773 SH | Decreased |
| SPDR GOLD TR | GOLD SHS | $299K | 0.2%Prev: 0.2% | 754 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $1.3M | 0.9%Prev: 0.9% | 1,902 SH | Increased |
| SPDR SERIES TRUST | STATE STREET SPD | $440K | 0.3% | 4,765 SH | New |
| STARBUCKS CORP | COM | $3.5M | 2.5%Prev: 2.6% | 42,111 SH | Decreased-119 SH |
| STRYKER CORPORATION | COM | $1.2M | 0.9%Prev: 0.9% | 3,514 SH | Decreased-25 SH |
| TESLA INC | COM | $1.0M | 0.7%Prev: 0.8% | 2,314 SH | Decreased-75 SH |
| TEXAS INSTRS INC | COM | $214K | 0.2%Prev: 0.2% | 1,232 SH | Decreased-14 SH |
| THE CIGNA GROUP | COM | $536K | 0.4%Prev: 0.4% | 1,949 SH | Decreased |
| TJX COS INC NEW | COM | $1.6M | 1.1%Prev: 1.1% | 10,305 SH | Increased+100 SH |
| TRAVELERS COMPANIES INC | COM | $203K | 0.1% | 700 SH | New |
| TRIMBLE INC | COM | $501K | 0.4%Prev: 0.4% | 6,400 SH | Decreased |
| UNILEVER PLC | SPON ADR NEW | $379K | 0.3%Prev: 0.3% | 5,791 SH | Increased-552 SH |
| UNION PAC CORP | COM | $1.3M | 0.9%Prev: 0.9% | 5,453 SH | Decreased-5 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.8M | 2.0%Prev: 2.0% | 4,420 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $554K | 0.4%Prev: 0.4% | 7,534 SH | Increased+1 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $248K | 0.2%Prev: 0.2% | 4,609 SH | Decreased |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $320K | 0.2%Prev: 0.2% | 4,014 SH | Decreased |
| VISA INC | COM CL A | $1.3M | 0.9%Prev: 0.9% | 3,669 SH | Increased-5 SH |
| WALMART INC | COM | $614K | 0.4%Prev: 0.4% | 5,507 SH | Increased+405 SH |
| WEYERHAEUSER CO MTN BE | COM NEW | $201K | 0.1% | 8,501 SH | New |
| 13F-HR |
| 0001899753-26-000004 |
| $148.8M |
| View |
| Jul 15, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003863 | $127.3M | View |
| Apr 16, 2026 | Q1 2026 | 13F-HR | 0001899753-26-000003 | $136.0M | View |
| Apr 11, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002070 | $119.2M | View |