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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 | $13K | 0.0% | 64 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL A | $1.5M | 0.7%Prev: 0.6% | 2 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $231K | 0.1%Prev: 0.1% | 476 SH | Decreased-41 SH |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $380K | 0.2%Prev: 0.1% | 7,188 SH | Increased+250 SH |
| BNY MELLON ETF TRUST | HIGH YIELD ETF | $848K | 0.4%Prev: 0.4% | 17,566 SH | Decreased-5,504 SH |
| CHEVRON CORP NEW | COM | $55K | 0.0%Prev: 0.0% | 387 SH | Decreased |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | $276K | 0.1%Prev: 0.1% | 7,261 SH | Decreased-423 SH |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $569K | 0.3%Prev: 0.3% | 14,431 SH | Decreased-1,312 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $1.5M | 0.7%Prev: 0.7% | 38,736 SH | Decreased-2,102 SH |
| GLOBAL X FDS | S&P 500 CATHOLIC | $412K | 0.2%Prev: 0.2% | 5,467 SH | Decreased-1,218 SH |
| HEALTHEQUITY INC | COM | $58K | 0.0%Prev: 0.0% | 550 SH | Increased |
| HOME DEPOT INC | COM | $15K | 0.0%Prev: 0.0% | 40 SH | Increased |
| ISHARES TR | 0-3 MNTH TREASRY | $804K | 0.4%Prev: 0.4% | 7,989 SH | Decreased-1,243 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $1.4M | 0.7%Prev: 1.0% | 13,550 SH | Decreased-10,681 SH |
| ISHARES TR | CORE MSCI EAFE | $11K | 0.0%Prev: 0.0% | 129 SH | Decreased |
| ISHARES TR | CORE S&P500 ETF | $13K | 0.0%Prev: 0.1% | 21 SH | Decreased-397 SH |
| ISHARES TR | RUS 1000 ETF | $2.3M | 1.1%Prev: 0.9% | 6,690 SH | Decreased |
| ISHARES TR | RUS 1000 GRW ETF | $163K | 0.1%Prev: 0.1% | 385 SH | Increased+57 SH |
| ISHARES TR | RUS 1000 VAL ETF | $128K | 0.1%Prev: 0.1% | 660 SH | Decreased |
| ISHARES TR | RUS MID CAP ETF | $2K | 0.0%Prev: 0.0% | 24 SH | Decreased |
| ISHARES TR | RUSSELL 2000 ETF | $1K | 0.0%Prev: 0.0% | 5 SH | Decreased |
| MERCK & CO INC | COM | $16K | 0.0%Prev: 0.0% | 200 SH | Decreased |
| NIKE INC | CL B | $21K | 0.0%Prev: 0.0% | 296 SH | Increased |
| PIMCO EQUITY SER | RAFI ESG US | $19.3M | 9.2%Prev: 8.2% | 506,863 SH | Decreased+7,452 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $6K | 0.0%Prev: 0.0% | 197 SH | Decreased-72 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $15.1M | 7.2%Prev: 6.7% | 616,553 SH | Decreased+8,464 SH |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $1.0M | 0.5%Prev: 0.7% | 40,611 SH | Decreased-29,486 SH |
| SCHWAB STRATEGIC TR | LONG TERM US | $476K | 0.2%Prev: 0.3% | 14,914 SH | Decreased-6,509 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $1.4M | 0.6%Prev: 0.6% | 55,506 SH | Decreased-2,575 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $2K | 0.0%Prev: 0.0% | 96 SH | Decreased-46 SH |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $4.8M | 2.3%Prev: 2.1% | 68,888 SH | Decreased-8,016 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $727K | 0.3%Prev: 1.4% | 9,241 SH | Decreased-36,090 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $880K | 0.4%Prev: 0.9% | 11,948 SH | Decreased-19,508 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $1.3M | 0.6%Prev: 1.0% | 6,954 SH | Decreased-5,514 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $125K | 0.1%Prev: 0.1% | 448 SH | Decreased-41 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $206K | 0.1%Prev: 0.1% | 2,313 SH | Decreased-456 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $42.4M | 20.3%Prev: 18.0% | 74,670 SH | Decreased-1,588 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $832K | 0.4%Prev: 1.2% | 2,737 SH | Decreased-6,765 SH |
| VANGUARD INDEX FDS | VALUE ETF | $109K | 0.1%Prev: 0.0% | 616 SH | Decreased |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $1.4M | 0.7%Prev: 0.5% | 10,726 SH | Increased+1,661 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $17.1M | 8.2%Prev: 7.8% | 339,441 SH | Decreased-56,160 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $2.6M | 1.3%Prev: 1.3% | 53,583 SH | Decreased-13,134 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $8.5M | 4.1%Prev: 3.7% | 142,458 SH | Decreased-17,243 SH |
| VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | $7.0M | 3.3%Prev: 3.1% | 91,606 SH | Decreased-13,708 SH |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | $22K | 0.0%Prev: 0.0% | 391 SH | Decreased-13 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $11.2M | 5.4%Prev: 6.7% | 162,562 SH | Decreased-58,403 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $17.8M | 8.5%Prev: 7.7% | 271,542 SH | Decreased-2,473 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $36.6M | 17.5%Prev: 14.8% | 334,170 SH | Decreased-1,241 SH |
| VANGUARD WORLD FD | EXTENDED DUR | $7.7M | 3.7%Prev: 2.9% | 118,796 SH | Increased+4,798 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 |