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CIK 0001763958 • 6 13F filings • May 14, 2025 – Jul 28, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $14K | 0.0% | 64 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $265K | 0.1% | 497 SH | |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $342K | 0.2% | 6,523 SH | |
| BNY MELLON ETF TRUST | HIGH YIELD ETF | $835K | 0.4% | 17,531 SH | |
| GLOBAL X FDS | S&P 500 CATHOLIC | $365K | 0.2% | 5,406 SH | |
| HOME DEPOT INC | COM | $15K | 0.0% | 40 SH | |
| ISHARES TR | 0-3 MNTH TREASRY | $796K | 0.4% | 7,907 SH | |
| ISHARES TR | 0-5 YR TIPS ETF | $1.5M | 0.8% | 14,074 SH | |
| ISHARES TR | CORE MSCI EAFE | $10K | 0.0% | 129 SH | |
| ISHARES TR | CORE S&P500 ETF | $12K | 0.0% | 21 SH | |
| ISHARES TR | RUS 1000 ETF | $2.1M | 1.1% | 6,690 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $139K | 0.1% | 385 SH | |
| ISHARES TR | RUS 1000 VAL ETF | $124K | 0.1% | 660 SH | |
| ISHARES TR | RUS MID CAP ETF | $2K | 0.0% | 24 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $997 | 0.0% | 5 SH | |
| NIKE INC | CL B | $19K | 0.0% | 296 SH | |
| PIMCO EQUITY SER | RAFI ESG US | $18.3M | 9.5% | 503,185 SH | |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $5K | 0.0% | 196 SH | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $14.9M | 7.8% | 629,248 SH | |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $941K | 0.5% | 37,866 SH | |
| SCHWAB STRATEGIC TR | LONG TERM US | $489K | 0.3% | 14,914 SH | |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $1.4M | 0.7% | 58,103 SH | |
| SCHWAB STRATEGIC TR | US REIT ETF | $2K | 0.0% | 96 SH | |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $4.5M | 2.4% | 64,446 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $766K | 0.4% | 9,779 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $853K | 0.4% | 11,615 SH | |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $989K | 0.5% | 5,741 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $240K | 0.1% | 2,648 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $39.3M | 20.5% | 76,531 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $768K | 0.4% | 2,795 SH | |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $17.2M | 9.0% | 343,742 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $2.9M | 1.5% | 58,733 SH | |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $8.7M | 4.5% | 145,738 SH | |
| VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | $6.5M | 3.4% | 85,741 SH | |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | $22K | 0.0% | 386 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $9.5M | 4.9% | 152,457 SH | |
| VANGUARD WORLD FD | ESG INTL STK ETF | $15.9M | 8.3% | 270,225 SH | |
| VANGUARD WORLD FD | ESG US STK ETF | $33.1M | 17.3% | 337,884 SH | |
| VANGUARD WORLD FD | EXTENDED DUR | $7.9M | 4.1% | 110,801 SH |
| 13F-HR |
| 0001763958-26-000007 |
| $283.6M |
| View |
| Jul 14, 2025 | Q2 2025 | 13F-HR | 0001763958-25-000008 | $209.3M | View |
| Apr 23, 2026 | Q1 2026 | 13F-HR | 0001763958-26-000005 | $253.8M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001763958-25-000006 | $191.6M | View |