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CIK 0001672681 • 6 13F filings • May 14, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $5.2M | 1.9%Prev: 1.9% | 32,236 SH | Increased-215 SH |
| ALPHABET INC | CAP STK CL C | $241K | 0.1% | 768 SH | New |
| AMAZON COM INC | COM | $234K | 0.1%Prev: 0.1% | 1,012 SH | Increased+10 SH |
| APPLE INC | COM | $7.5M | 2.8%Prev: 2.7% | 27,409 SH | Increased |
| ARISTA NETWORKS INC | COM SHS | $4.2M | 1.6%Prev: 1.8% | 32,152 SH | Decreased+59 SH |
| CISCO SYS INC | COM | $1.1M | 0.4%Prev: 0.4% | 14,200 SH | Increased |
| DBX ETF TR | XTRACKRS S&P 500 | $2.4M | 0.9%Prev: 0.9% | 38,735 SH | Increased+195 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $282K | 0.1%Prev: 0.1% | 7,114 SH | Increased |
| EATON CORP PLC | SHS | $1.3M | 0.5%Prev: 0.6% | 3,996 SH | Decreased |
| GE AEROSPACE | COM NEW | $613K | 0.2%Prev: 0.2% | 1,991 SH | Increased |
| GE VERNOVA INC | COM | $470K | 0.2%Prev: 0.2% | 719 SH | Increased+21 SH |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | $6.4M | 2.4%Prev: 2.3% | 63,706 SH | Increased+4,342 SH |
| GOLDMAN SACHS ETF TR | ULTRA SHORT BOND | $408K | 0.2%Prev: 1.8% | 8,080 SH | Decreased-83,282 SH |
| INTEL CORP | COM | $479K | 0.2%Prev: 0.2% | 12,991 SH | Increased |
| ISHARES SILVER TR | ISHARES | $6.1M | 2.3% | 95,261 SH | New |
| ISHARES TR | 0-3 MNTH TREASRY | $1.4M | 0.5%Prev: 0.5% | 13,987 SH | Increased+596 SH |
| ISHARES TR | 1 3 YR TREAS BD | $504K | 0.2%Prev: 0.2% | 6,091 SH | Decreased |
| ISHARES TR | 3 7 YR TREAS BD | $4.2M | 1.6%Prev: 1.1% | 35,404 SH | Increased+11,687 SH |
| ISHARES TR | 7-10 YR TRSY BD | $3.6M | 1.3%Prev: 1.3% | 36,922 SH | Increased+1,590 SH |
| ISHARES TR | CORE S&P TTL STK | $439K | 0.2%Prev: 0.2% | 2,954 SH | Decreased-230 SH |
| ISHARES TR | CORE S&P500 ETF | $564K | 0.2%Prev: 0.2% | 824 SH | Increased-3 SH |
| ISHARES TR | CORE UNIVRSL USD | $9.4M | 3.5% | 201,662 SH | New |
| ISHARES TR | CORE US AGGBD ET | $18.6M | 6.9%Prev: 6.7% | 185,897 SH | Increased+12,170 SH |
| ISHARES TR | CYBERSECURITY | $289K | 0.1%Prev: 0.1% | 6,015 SH | Decreased |
| ISHARES TR | ESG ADVANCED UNI | $3.1M | 1.1% | 69,524 SH | New |
| ISHARES TR | ESG AWR MSCI USA | $1.1M | 0.4%Prev: 0.4% | 7,467 SH | Increased-102 SH |
| ISHARES TR | ESG AWR US AGRGT | $3.0M | 1.1%Prev: 1.0% | 63,248 SH | Increased+7,298 SH |
| ISHARES TR | ESG AWRE USD ETF | $828K | 0.3% | 35,429 SH | New |
| ISHARES TR | ESG MSCI LEADR | $232K | 0.1%Prev: 0.1% | 1,911 SH | Increased |
| ISHARES TR | ESG SELECT SCRE | $811K | 0.3%Prev: 0.3% | 15,381 SH | Increased |
| ISHARES TR | FUTURE AI & TECH | $942K | 0.3% | 19,561 SH | New |
| ISHARES TR | GL CLEAN ENE ETF | $335K | 0.1% | 20,362 SH | New |
| ISHARES TR | JPMORGAN USD EMG | $1.0M | 0.4% | 10,839 SH | New |
| ISHARES TR | MBS ETF | $5.8M | 2.2%Prev: 0.1% | 61,052 SH | Increased+58,528 SH |
| ISHARES TR | TRS FLT RT BD | $1.4M | 0.5%Prev: 1.5% | 26,779 SH | Decreased-52,988 SH |
| ISHARES TR | TRUST ISHARE 0-1 | $953K | 0.4% | 8,649 SH | New |
| LPL FINL HLDGS INC | COM | $3.6M | 1.3%Prev: 1.3% | 10,041 SH | Increased |
| MICROSOFT CORP | COM | $3.1M | 1.1%Prev: 1.3% | 6,341 SH | Decreased+22 SH |
| NUSHARES ETF TR | ESG HI TLD CRP | $1.1M | 0.4% | 52,448 SH | New |
| NUSHARES ETF TR | NUVEEN ESG US | $2.7M | 1.0%Prev: 0.9% | 121,505 SH | Increased+14,059 SH |
| NVIDIA CORPORATION | COM | $2.4M | 0.9%Prev: 0.9% | 13,135 SH | Increased-4 SH |
| RBB FD INC | US TREAS 3 MNTH | $1.9M | 0.7%Prev: 2.0% | 38,133 SH | Decreased-67,359 SH |
| RBB FD INC | US TREASRY 12 MT | $1.1M | 0.4%Prev: 0.8% | 21,882 SH | Decreased-21,517 SH |
| RBB FD INC | US TRSRY 6 MNTH | $3.3M | 1.2%Prev: 1.6% | 66,454 SH | Decreased-15,825 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $504K | 0.2%Prev: 0.2% | 20,695 SH | Decreased |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $210K | 0.1% | 1,355 SH | New |
| SOLVENTUM CORP | COM SHS | $541K | 0.2%Prev: 0.2% | 6,827 SH | Increased |
| SPDR GOLD TR | GOLD SHS | $6.0M | 2.2% | 15,054 SH | New |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $906K | 0.3%Prev: 0.3% | 1,502 SH | Increased |
| SPDR SERIES TRUST | FTSE INT GVT ETF | $269K | 0.1% | 6,828 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $35.2M | 13.0% | 637,378 SH | New |
| TESLA INC | COM | $1.4M | 0.5%Prev: 0.5% | 3,162 SH | Increased |
| TIDAL TRUST II | DEFIANCE AI & PW | $918K | 0.3% | 41,460 SH | New |
| VANGUARD BD INDEX FDS | INTERMED TERM | $18.9M | 7.0%Prev: 6.8% | 243,068 SH | Increased+15,044 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $9.0M | 3.3%Prev: 3.3% | 121,944 SH | Increased+7,732 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $234K | 0.1%Prev: 0.1% | 907 SH | Increased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $28.4M | 10.5%Prev: 11.1% | 84,653 SH | Decreased-3,617 SH |
| VANGUARD INDEX FDS | VANGUARD INDEX FDS | $15.0M | 5.6% | 23,987 SH | New |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $30.2M | 11.2%Prev: 12.3% | 214,355 SH | Decreased-19,107 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $504K | 0.2%Prev: 0.2% | 8,583 SH | Decreased |
| VANGUARD WORLD FD | ESG US STK ETF | $4.0M | 1.5%Prev: 1.6% | 32,790 SH | Decreased-3,224 SH |
| VANGUARD WORLD FD | MEGA CAP INDEX | $321K | 0.1%Prev: 0.1% | 1,277 SH | Increased |
| WISDOMTREE TR | FLOATNG RAT TREA | $2.6M | 1.0%Prev: 0.8% | 51,238 SH | Increased+7,267 SH |
| 13F-HR |
| 0001214659-26-010107 |
| $288.0M |
| View |
| Aug 11, 2025 | Q2 2025 | 13F-HR | 0001214659-25-011779 | $252.4M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001214659-26-006225 | $264.6M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001214659-25-007555 | $256.1M | View |