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CIK 0001762086 • 6 13F filings • Apr 23, 2025 – Jul 24, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $318K | 0.1%Prev: 0.1% | 1,393 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $211K | 0.1% | 674 SH | New |
| ALPHABET INC | CAP STK CL C | $421K | 0.1%Prev: 0.1% | 1,341 SH | Increased+381 SH |
| AMAZON COM INC | COM | $242K | 0.1%Prev: 0.1% | 1,049 SH | Decreased-77 SH |
| APPLE INC | COM | $1.2M | 0.4%Prev: 0.4% | 4,572 SH | Increased+33 SH |
| CHUBB LIMITED | COM | $406K | 0.1%Prev: 0.1% | 1,300 SH | Increased |
| COCA COLA CO | COM | $211K | 0.1%Prev: 0.1% | 3,016 SH | Increased |
| INTERNATIONAL BUSINESS MACHS | COM | $465K | 0.1%Prev: 0.1% | 1,570 SH | Increased |
| ISHARES TR | CORE S&P MCP ETF | $9.5M | 2.9%Prev: 2.4% | 144,541 SH | Increased+28,391 SH |
| ISHARES TR | CORE S&P SCP ETF | $2.2M | 0.7%Prev: 0.7% | 18,222 SH | Increased |
| ISHARES TR | CORE S&P US GWT | $771K | 0.2%Prev: 0.2% | 4,588 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $51.5M | 15.7%Prev: 15.7% | 75,256 SH | Increased+1,775 SH |
| ISHARES TR | ESG AWR MSCI USA | $208K | 0.1%Prev: 0.1% | 1,399 SH | Increased |
| ISHARES TR | ESG EAFE ETF | $363K | 0.1%Prev: 0.1% | 4,830 SH | Decreased+26 SH |
| ISHARES TR | ESG MSCI KLD 400 | $390K | 0.1%Prev: 0.1% | 3,029 SH | Increased |
| ISHARES TR | ESG MSCI USA ETF | $440K | 0.1%Prev: 0.1% | 7,648 SH | Decreased-236 SH |
| ISHARES TR | MSCI EAFE ETF | $10.3M | 3.1%Prev: 3.2% | 107,360 SH | Increased-1,316 SH |
| ISHARES TR | MSCI EMG MKT ETF | $521K | 0.2%Prev: 0.2% | 9,527 SH | Increased |
| ISHARES TR | NATIONAL MUN ETF | $1.4M | 0.4%Prev: 0.5% | 12,852 SH | Decreased-420 SH |
| ISHARES TR | RUS MID CAP ETF | $317K | 0.1%Prev: 0.1% | 3,293 SH | Decreased |
| ISHARES TR | S&P 500 GRWT ETF | $1.1M | 0.3%Prev: 0.3% | 8,827 SH | Increased-93 SH |
| ISHARES TR | S&P 500 VAL ETF | $227K | 0.1%Prev: 0.1% | 1,071 SH | Increased-13 SH |
| ISHARES TR | S&P SML 600 GWT | $256K | 0.1%Prev: 0.1% | 1,813 SH | Decreased |
| ISHARES TR | SHRT NAT MUN ETF | $422K | 0.1%Prev: 0.1% | 3,958 SH | Increased+311 SH |
| JOHNSON & JOHNSON | COM | $668K | 0.2%Prev: 0.2% | 3,227 SH | Increased |
| JPMORGAN CHASE & CO. | COM | $518K | 0.2%Prev: 0.1% | 1,607 SH | Increased+124 SH |
| MASTERCARD INCORPORATED | CL A | $230K | 0.1%Prev: 0.1% | 403 SH | Increased |
| MICROSOFT CORP | COM | $1.1M | 0.3%Prev: 0.3% | 2,175 SH | Decreased+109 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US B | $282K | 0.1%Prev: 0.1% | 10,605 SH | Increased |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $9.4M | 2.9%Prev: 2.9% | 389,442 SH | Increased-949 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $1.3M | 0.4%Prev: 0.4% | 56,957 SH | Decreased-2,539 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $7.8M | 2.4%Prev: 2.6% | 285,427 SH | Decreased-10,952 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $10.0M | 3.1%Prev: 3.2% | 307,908 SH | Increased-2,968 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $25.6M | 7.8%Prev: 8.0% | 950,630 SH | Increased-3,903 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $4.1M | 1.3%Prev: 1.3% | 136,963 SH | Increased-420 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $2.2M | 0.7%Prev: 0.7% | 77,218 SH | Increased+542 SH |
| SHERWIN WILLIAMS CO | COM | $1.5M | 0.5%Prev: 0.5% | 4,676 SH | Decreased |
| SPDR GOLD TR | GOLD SHS | $233K | 0.1% | 587 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $788K | 0.2%Prev: 0.2% | 1,155 SH | Increased-2 SH |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $2.5M | 0.8%Prev: 0.8% | 4,196 SH | Decreased-120 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $16.5M | 5.0% | 195,839 SH | New |
| UNION PAC CORP | COM | $501K | 0.2%Prev: 0.2% | 2,165 SH | Decreased |
| VANGUARD BD INDEX FDS | INTERMED TERM | $50.0M | 15.3%Prev: 15.4% | 642,653 SH | Increased+22,971 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $28.0M | 8.6%Prev: 8.0% | 355,282 SH | Increased+38,351 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $1.7M | 0.5%Prev: 0.5% | 34,592 SH | Decreased+272 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $1.9M | 0.6%Prev: 0.6% | 3,888 SH | Increased+71 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $7.2M | 2.2%Prev: 2.2% | 22,845 SH | Increased+112 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $439K | 0.1%Prev: 0.1% | 1,512 SH | Increased+167 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $9.0M | 2.8%Prev: 2.8% | 14,424 SH | Increased-51 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $300K | 0.1%Prev: 0.1% | 1,415 SH | Increased-12 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $265K | 0.1%Prev: 0.1% | 877 SH | Increased |
| VANGUARD INDEX FDS | VALUE ETF | $631K | 0.2%Prev: 0.2% | 3,302 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $32.8M | 10.0%Prev: 10.0% | 445,459 SH | Increased+8,660 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $5.9M | 1.8%Prev: 1.8% | 40,890 SH | Increased+928 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $345K | 0.1%Prev: 0.1% | 5,879 SH | Decreased |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $10.9M | 3.3%Prev: 3.4% | 136,603 SH | Increased+3,443 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $9.3M | 2.8%Prev: 2.8% | 64,931 SH | Increased+3,286 SH |
| 13F-HR |
| 0001762086-26-000003 |
| $364.0M |
| View |
| Jul 21, 2025 | Q2 2025 | 13F-HR | 0001762086-25-000004 | $289K | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0001762086-26-000002 | $325.4M | View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0001762086-25-000003 | $276K | View |