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CIK 0001939831 • 6 13F filings • Apr 10, 2025 – Jul 22, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $878K | 0.2%Prev: 0.1% | 2,804 SH | Increased-41 SH |
| ALPHABET INC | CAP STK CL C | $1.1M | 0.2%Prev: 0.2% | 3,518 SH | Increased-145 SH |
| AMAZON COM INC | COM | $1.0M | 0.2%Prev: 0.2% | 4,529 SH | Increased-100 SH |
| APPLE INC | COM | $1.6M | 0.3%Prev: 0.3% | 5,906 SH | Increased-191 SH |
| COLGATE PALMOLIVE CO | COM | $792K | 0.1%Prev: 0.2% | 10,023 SH | Decreased |
| D-WAVE QUANTUM INC | COM | $261K | 0.0%Prev: 0.0% | 9,970 SH | Increased-450 SH |
| DISNEY WALT CO | COM | $619K | 0.1%Prev: 0.1% | 5,443 SH | Decreased+18 SH |
| DR REDDYS LABS LTD | ADR | $214K | 0.0% | 15,217 SH | New |
| ELI LILLY & CO | COM | $283K | 0.1%Prev: 0.1% | 263 SH | Decreased-215 SH |
| EXXON MOBIL CORP | COM | $2.5M | 0.5%Prev: 0.4% | 20,575 SH | Increased+2,497 SH |
| GE AEROSPACE | COM NEW | $831K | 0.2%Prev: 0.2% | 2,697 SH | Increased |
| GE VERNOVA INC | COM | $487K | 0.1%Prev: 0.1% | 745 SH | Increased+2 SH |
| HAMILTON LANE INC | CL A | $545K | 0.1%Prev: 0.1% | 4,058 SH | Decreased-471 SH |
| HOME DEPOT INC | COM | $306K | 0.1%Prev: 0.1% | 890 SH | Decreased+14 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $542K | 0.1%Prev: 0.1% | 1,830 SH | Increased+14 SH |
| ISHARES INC | CORE MSCI EMKT | $264K | 0.0%Prev: 0.0% | 3,934 SH | Increased+220 SH |
| ISHARES INC | ESG AWR MSCI EM | $478K | 0.1%Prev: 0.1% | 10,821 SH | Increased-147 SH |
| ISHARES TR | 1 3 YR TREAS BD | $1.1M | 0.2%Prev: 0.5% | 13,746 SH | Decreased-19,151 SH |
| ISHARES TR | CORE MSCI EAFE | $1.0M | 0.2%Prev: 0.2% | 11,337 SH | Increased+638 SH |
| ISHARES TR | CORE MSCI EURO | $841K | 0.2%Prev: 0.2% | 11,850 SH | Decreased-726 SH |
| ISHARES TR | CORE MSCI PAC | $2.1M | 0.4%Prev: 0.4% | 28,264 SH | Decreased-238 SH |
| ISHARES TR | CORE S&P MCP ETF | $367K | 0.1%Prev: 0.1% | 5,560 SH | Increased+751 SH |
| ISHARES TR | CORE S&P SCP ETF | $232K | 0.0%Prev: 0.0% | 1,933 SH | Increased+46 SH |
| ISHARES TR | CORE S&P US GWT | $1.6M | 0.3%Prev: 0.3% | 9,569 SH | Decreased-607 SH |
| ISHARES TR | CORE S&P US VLU | $541K | 0.1%Prev: 0.1% | 5,274 SH | Decreased-149 SH |
| ISHARES TR | CORE S&P500 ETF | $363K | 0.1%Prev: 0.0% | 529 SH | Increased+221 SH |
| ISHARES TR | CRE U S REIT ETF | $615K | 0.1%Prev: 0.1% | 10,804 SH | Decreased+169 SH |
| ISHARES TR | ESG AW MSCI EAFE | $1.0M | 0.2%Prev: 0.2% | 10,655 SH | Increased+61 SH |
| ISHARES TR | ESG AWARE MSCI | $474K | 0.1%Prev: 0.1% | 10,314 SH | Increased+69 SH |
| ISHARES TR | ESG AWR MSCI USA | $1.0M | 0.2%Prev: 0.2% | 6,813 SH | Increased-67 SH |
| ISHARES TR | ESG AWR US AGRGT | $586K | 0.1%Prev: 0.1% | 12,249 SH | Increased+60 SH |
| ISHARES TR | ESG AWRE 1 5 YR | $680K | 0.1%Prev: 0.1% | 26,925 SH | Increased+788 SH |
| ISHARES TR | ISHS 1-5YR INVS | $18.2M | 3.3%Prev: 3.3% | 344,406 SH | Increased+20,689 SH |
| ISHARES TR | NATIONAL MUN ETF | $5.9M | 1.1%Prev: 1.1% | 55,405 SH | Increased+3,017 SH |
| ISHARES TR | RUS 1000 GRW WTF | $1.2M | 0.2%Prev: 0.2% | 2,520 SH | Increased+140 SH |
| ISHARES TR | S&P 500 GRWT ETF | $344K | 0.1%Prev: 0.1% | 2,788 SH | Increased+564 SH |
| ISHARES TR | S&P MC 400VL ETF | $1.4M | 0.3%Prev: 0.3% | 10,415 SH | Increased+215 SH |
| ISHARES TR | SHRT NAT MUN ETF | $5.4M | 1.0%Prev: 1.0% | 50,374 SH | Increased+2,488 SH |
| ISHARES TR | U.S. TECH ETF | $207K | 0.0%Prev: 0.0% | 1,036 SH | Decreased-50 SH |
| LOEWS CORP | COM | $893K | 0.2%Prev: 0.2% | 8,483 SH | Increased |
| MERCK & CO INC | COM | $489K | 0.1%Prev: 0.1% | 4,649 SH | Increased |
| META PLATFORMS INC | CL A | $597K | 0.1%Prev: 0.1% | 905 SH | Decreased+12 SH |
| MICROSOFT CORP | COM | $1.6M | 0.3%Prev: 0.3% | 3,396 SH | Decreased-93 SH |
| NIKE INC | CL B | $541K | 0.1%Prev: 0.1% | 8,498 SH | Decreased-462 SH |
| NVIDIA CORPORATION | COM | $693K | 0.1%Prev: 0.1% | 3,713 SH | Decreased-195 SH |
| ORACLE CORP | COM | $287K | 0.1%Prev: 0.1% | 1,475 SH | Decreased+9 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $268K | 0.0%Prev: 0.1% | 1,507 SH | Decreased+12 SH |
| PFIZER INC | COM | $220K | 0.0% | 8,848 SH | New |
| PHILIP MORRIS INTL INC | COM | $252K | 0.0%Prev: 0.1% | 1,574 SH | Decreased-135 SH |
| PRICE T ROWE GROUP INC | COM | $248K | 0.0%Prev: 0.0% | 2,423 SH | Increased+11 SH |
| PROCTER AND GAMBLE CO | COM | $1.0M | 0.2%Prev: 0.2% | 7,185 SH | Decreased |
| SPDR S&P 500 ETF TR | TR UNIT | $481K | 0.1%Prev: 0.1% | 705 SH | Increased |
| THE CIGNA GROUP | COM | $243K | 0.0%Prev: 0.1% | 882 SH | Decreased-94 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $70.0M | 12.8%Prev: 13.0% | 143,401 SH | Increased+563 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $26.1M | 4.8%Prev: 4.8% | 93,548 SH | Increased+7,253 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $25.8M | 4.7%Prev: 4.7% | 145,699 SH | Increased+3,900 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $23.6M | 4.3%Prev: 4.3% | 267,055 SH | Increased+21,418 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.2M | 0.2%Prev: 0.2% | 1,959 SH | Increased+182 SH |
| VANGUARD INDEX FDS | SHORT TRM BOND | $41.3M | 7.5%Prev: 7.4% | 524,344 SH | Increased+31,510 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $16.3M | 3.0%Prev: 2.9% | 76,868 SH | Increased+3,158 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $15.8M | 2.9%Prev: 2.9% | 52,374 SH | Increased+1,488 SH |
| VANGUARD INDEX FDS | VALUE ETF | $72.5M | 13.2%Prev: 13.2% | 379,593 SH | Increased+7,220 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $36.1M | 6.6%Prev: 6.7% | 671,353 SH | Increased+21,571 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $50.3M | 9.2%Prev: 8.9% | 601,628 SH | Increased+15,356 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | $26.2M | 4.8%Prev: 4.7% | 290,372 SH | Increased+8,347 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $9.8M | 1.8%Prev: 1.7% | 68,169 SH | Increased+3,724 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $2.3M | 0.4%Prev: 0.4% | 16,323 SH | Increased+85 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.3M | 0.2%Prev: 0.3% | 25,584 SH | Decreased-1,054 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $55.7M | 10.2%Prev: 10.0% | 949,152 SH | Increased+54,683 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $3.7M | 0.7%Prev: 0.9% | 46,614 SH | Decreased-15,356 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $449K | 0.1%Prev: 0.1% | 2,045 SH | Increased-25 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $227K | 0.0%Prev: 0.0% | 1,580 SH | Increased-20 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $1.0M | 0.2%Prev: 0.2% | 8,385 SH | Increased-15 SH |
| VERTEX PHARMACEUTICALS INC | COM | $964K | 0.2%Prev: 0.2% | 2,127 SH | Increased+3 SH |
| VISA INC | COM CL A | $543K | 0.1%Prev: 0.1% | 1,549 SH | Increased+46 SH |
| WALMART INC | COM | $209K | 0.0% | 1,877 SH | New |
| 13F-HR |
| 0001939831-26-000003 |
| $651.4M |
| View |
| Jul 25, 2025 | Q2 2025 | 13F-HR | 0001939831-25-000003 | $488.8M | View |
| Apr 17, 2026 | Q1 2026 | 13F-HR | 0001939831-26-000002 | $567.2M | View |
| Apr 10, 2025 | Q1 2025 | 13F-HR | 0001939831-25-000002 | $446.4M | View |