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CIK 0000882119 • 6 13F filings • Apr 22, 2025 – Jul 21, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $257K | 0.0%Prev: 0.0% | 947 SH | Increased |
| CATERPILLAR INC | COM | $229K | 0.0% | 400 SH | New |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $336K | 0.0%Prev: 0.0% | 10,263 SH | Increased |
| GLOBAL X FDS | ARTIFICIAL ETF | $318K | 0.0%Prev: 0.0% | 6,248 SH | Increased |
| GOLDMAN SACHS ETF TR | JUST US LRG CP | $4.2M | 0.3%Prev: 0.3% | 43,261 SH | Increased+743 SH |
| GOLDMAN SACHS ETF TR | MARKETBETA US EQ | $206K | 0.0% | 2,180 SH | New |
| INVESCO EXCH TRADED FD TR II | SR LN ETF | $5.5M | 0.4%Prev: 0.1% | 263,584 SH | Increased+200,853 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $33.2M | 2.2% | 173,187 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $838K | 0.1%Prev: 0.1% | 1,364 SH | Increased+32 SH |
| ISHARES INC | CORE MSCI EMKT | $515K | 0.0%Prev: 0.0% | 7,666 SH | Increased+438 SH |
| ISHARES INC | ESG AWR MSCI EM | $692K | 0.0%Prev: 0.0% | 15,678 SH | Increased-54 SH |
| ISHARES INC | MSCI EMRG CHN | $640K | 0.0%Prev: 0.0% | 8,803 SH | Increased+1 SH |
| ISHARES INC | MSCI ISRAEL ETF | $203K | 0.0% | 1,841 SH | New |
| ISHARES TR | CORE 30/70 CONSE | $381K | 0.0% | 9,495 SH | New |
| ISHARES TR | CORE 60/40 BALAN | $1.4M | 0.1%Prev: 0.1% | 20,947 SH | Increased+321 SH |
| ISHARES TR | CORE HIGH DV ETF | $975K | 0.1%Prev: 0.1% | 8,021 SH | Decreased |
| ISHARES TR | CORE MSCI TOTAL | $1.7M | 0.1%Prev: 0.1% | 20,576 SH | Increased+2 SH |
| ISHARES TR | CORE S&P MCP ETF | $93.2M | 6.2%Prev: 6.1% | 1,412,434 SH | Increased+37,963 SH |
| ISHARES TR | CORE S&P SCP ETF | $71.2M | 4.7%Prev: 4.7% | 592,334 SH | Increased+12,713 SH |
| ISHARES TR | CORE S&P TTL STK | $2.7M | 0.2%Prev: 0.2% | 18,112 SH | Decreased-809 SH |
| ISHARES TR | CORE S&P500 ETF | $4.5M | 0.3%Prev: 0.3% | 6,607 SH | Increased-23 SH |
| ISHARES TR | CORE US AGGBD ET | $900K | 0.1%Prev: 0.1% | 9,011 SH | Increased+90 SH |
| ISHARES TR | EAFE GRWTH ETF | $1.0M | 0.1%Prev: 0.1% | 8,936 SH | Decreased-50 SH |
| ISHARES TR | EAFE VALUE ETF | $3.4M | 0.2%Prev: 0.2% | 47,932 SH | Increased+1,536 SH |
| ISHARES TR | ESG AW MSCI EAFE | $616K | 0.0%Prev: 0.0% | 6,477 SH | Decreased-351 SH |
| ISHARES TR | ESG AWARE MSCI | $2.1M | 0.1%Prev: 0.1% | 45,733 SH | Increased-370 SH |
| ISHARES TR | ESG AWR MSCI USA | $291K | 0.0%Prev: 0.0% | 1,950 SH | Decreased-50 SH |
| ISHARES TR | ESG AWR US AGRGT | $305K | 0.0%Prev: 0.0% | 6,382 SH | Increased+510 SH |
| ISHARES TR | ESG MSCI KLD 400 | $1.6M | 0.1%Prev: 0.1% | 12,421 SH | Decreased-311 SH |
| ISHARES TR | ESG OPTIMIZED | $611K | 0.0%Prev: 0.0% | 4,382 SH | Increased+3 SH |
| ISHARES TR | ESG SELECT SCRE | $1.4M | 0.1%Prev: 0.1% | 30,972 SH | Increased+604 SH |
| ISHARES TR | GL CLEAN ENE ETF | $211K | 0.0%Prev: 0.0% | 12,838 SH | Increased+8 SH |
| ISHARES TR | GLB INFRASTR ETF | $7.2M | 0.5%Prev: 0.5% | 116,991 SH | Increased+3,865 SH |
| ISHARES TR | ISHS 1-5YR INVS | $1.3M | 0.1%Prev: 0.1% | 25,187 SH | Increased+770 SH |
| ISHARES TR | MRGSTR MD CP VAL | $526K | 0.0%Prev: 0.0% | 6,392 SH | Increased |
| ISHARES TR | MSCI ACWI EX US | $6.7M | 0.4%Prev: 0.4% | 99,598 SH | Increased+5,262 SH |
| ISHARES TR | MSCI EAFE ETF | $499K | 0.0%Prev: 0.0% | 5,200 SH | Increased-79 SH |
| ISHARES TR | MSCI USA MIN VOL | $442K | 0.0%Prev: 0.0% | 4,690 SH | Decreased |
| ISHARES TR | NATIONAL MUN ETF | $1.9M | 0.1%Prev: 0.1% | 18,080 SH | Decreased-2,003 SH |
| ISHARES TR | RUS 1000 ETF | $2.7M | 0.2%Prev: 0.2% | 7,176 SH | Increased |
| ISHARES TR | RUS 1000 GRW ETF | $13.7M | 0.9%Prev: 0.9% | 28,947 SH | Increased-275 SH |
| ISHARES TR | RUS 1000 VAL ETF | $3.9M | 0.3%Prev: 0.3% | 18,534 SH | Increased-129 SH |
| ISHARES TR | RUS 2000 GRW ETF | $246K | 0.0% | 763 SH | New |
| ISHARES TR | RUS 2000 VAL ETF | $466K | 0.0%Prev: 0.0% | 2,574 SH | Decreased-284 SH |
| ISHARES TR | RUS MD CP GR ETF | $1.7M | 0.1%Prev: 0.1% | 12,327 SH | Decreased-93 SH |
| ISHARES TR | RUS MDCP VAL ETF | $3.4M | 0.2%Prev: 0.2% | 23,963 SH | Decreased-765 SH |
| ISHARES TR | RUSSELL 2000 ETF | $407K | 0.0%Prev: 0.0% | 1,654 SH | Increased |
| ISHARES TR | S&P 500 GRWT ETF | $630K | 0.0%Prev: 0.0% | 5,111 SH | Decreased-525 SH |
| ISHARES TR | S&P 500 VAL ETF | $271K | 0.0%Prev: 0.0% | 1,276 SH | Increased-13 SH |
| ISHARES TR | S&P MC 400GR ETF | $293K | 0.0%Prev: 0.0% | 3,021 SH | Increased+72 SH |
| ISHARES TR | S&P MC 400VL ETF | $438K | 0.0%Prev: 0.0% | 3,329 SH | Increased+9 SH |
| ISHARES TR | SP SMCP600VL ETF | $628K | 0.0%Prev: 0.0% | 5,526 SH | Increased+129 SH |
| ISHARES TR | TIPS BD ETF | $3.0M | 0.2%Prev: 0.2% | 27,414 SH | Decreased |
| ISHARES TR | TRUST ISHARE 0-1 | $598K | 0.0% | 5,425 SH | New |
| ISHARES TR | U.S. REAL ES ETF | $452K | 0.0%Prev: 0.0% | 4,809 SH | Increased+1,588 SH |
| ISHARES TR | US REGNL BKS ETF | $562K | 0.0%Prev: 0.0% | 10,198 SH | Increased+91 SH |
| J P MORGAN EXCHANGE TRADED F | INTL BD OPP ETF | $269K | 0.0%Prev: 0.0% | 5,516 SH | Decreased |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $2.1M | 0.1%Prev: 0.2% | 41,330 SH | Decreased-6,902 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $1.3M | 0.1%Prev: 0.1% | 24,990 SH | Increased+1,914 SH |
| JOHNSON & JOHNSON | COM | $372K | 0.0%Prev: 0.0% | 1,798 SH | Increased |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | $726K | 0.0%Prev: 0.1% | 7,424 SH | Decreased-20 SH |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | $749K | 0.0%Prev: 0.1% | 16,637 SH | Increased-440 SH |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | $318K | 0.0%Prev: 0.0% | 7,126 SH | Increased |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $790K | 0.1%Prev: 0.1% | 24,113 SH | Increased+862 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $1.0M | 0.1%Prev: 0.1% | 36,808 SH | Increased |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $245K | 0.0%Prev: 0.0% | 10,207 SH | Decreased-457 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $463K | 0.0%Prev: 0.0% | 17,649 SH | Increased-242 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $760K | 0.1%Prev: 0.1% | 27,705 SH | Decreased-1,855 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $16.9M | 1.1%Prev: 1.2% | 517,410 SH | Decreased-24,734 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $23.1M | 1.5%Prev: 1.5% | 781,637 SH | Increased+2,665 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $641.4M | 42.4%Prev: 44.8% | 23,836,476 SH | Decreased-1,173,166 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $29.3M | 1.9%Prev: 1.9% | 974,044 SH | Increased+12,282 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $19.8M | 1.3%Prev: 1.3% | 694,510 SH | Increased-3,457 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $16.4M | 1.1%Prev: 1.1% | 618,792 SH | Decreased+1,342 SH |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $520K | 0.0%Prev: 0.0% | 1,082 SH | Increased+332 SH |
| SPDR INDEX SHS FDS | MSCI ACWI EXUS | $926K | 0.1%Prev: 0.1% | 25,771 SH | Increased |
| SPDR INDEX SHS FDS | S&P EMKTSC ETF | $219K | 0.0% | 3,339 SH | New |
| SPDR INDEX SHS FDS | S&P GBLINF ETF | $381K | 0.0%Prev: 0.0% | 5,458 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $4.2M | 0.3%Prev: 0.3% | 6,128 SH | Increased+10 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $25.7M | 1.7% | 296,599 SH | New |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $256K | 0.0%Prev: 0.0% | 711 SH | Decreased-289 SH |
| VANECK ETF TRUST | SHRT HGH YLD MUN | $1.4M | 0.1% | 60,150 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $70.3M | 4.7%Prev: 4.8% | 144,167 SH | Decreased-4,497 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $34.8M | 2.3%Prev: 2.4% | 110,598 SH | Decreased-2,940 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $10.1M | 0.7%Prev: 0.7% | 36,290 SH | Decreased+678 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $18.4M | 1.2%Prev: 1.2% | 103,863 SH | Increased+362 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $17.6M | 1.2%Prev: 1.2% | 60,688 SH | Increased+889 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $23.0M | 1.5%Prev: 1.5% | 259,358 SH | Increased+21,404 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $51.2M | 3.4%Prev: 3.4% | 81,607 SH | Increased-304 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $9.9M | 0.7%Prev: 0.7% | 46,643 SH | Increased+375 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $13.7M | 0.9%Prev: 0.9% | 53,169 SH | Increased+817 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $19.5M | 1.3%Prev: 1.3% | 64,663 SH | Increased+315 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.1M | 0.2%Prev: 0.3% | 9,219 SH | Decreased-3,529 SH |
| VANGUARD INDEX FDS | VALUE ETF | $67.5M | 4.5%Prev: 4.6% | 353,213 SH | Increased-6,112 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $48.9M | 3.2%Prev: 3.0% | 664,829 SH | Increased+43,208 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $43.4M | 2.9%Prev: 2.8% | 807,812 SH | Increased+46,575 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $626K | 0.0% | 7,471 SH | New |
| VANGUARD SCOTTSDALE FDS | TOTAL WLD BD ETF | $230K | 0.0% | 3,342 SH | New |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $409K | 0.0%Prev: 0.0% | 1,862 SH | Increased-20 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $533K | 0.0%Prev: 0.0% | 7,063 SH | Decreased-224 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $524K | 0.0%Prev: 0.0% | 3,654 SH | Increased+74 SH |
| VANGUARD WORLD FD | UTILITIES ETF | $205K | 0.0% | 1,110 SH | New |
| 13F-HR |
| 0000882119-26-000006 |
| $1.81B |
| View |
| Jul 22, 2025 | Q2 2025 | 13F-HR | 0000882119-25-000006 | $1.35B | View |
| May 7, 2026 | Q1 2026 | 13F-HR | 0000882119-26-000005 | $1.54B | View |
| Apr 22, 2025 | Q1 2025 | 13F-HR | 0000882119-25-000005 | $1.24B | View |