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CIK 0001763958 • 6 13F filings • May 14, 2025 – Jul 28, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $82K | 0.0%Prev: 0.0% | 261 SH | Increased |
| ALPHABET INC | CAP STK CL C | $82K | 0.0%Prev: 0.0% | 261 SH | Decreased-112 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $1.5M | 0.6%Prev: 0.6% | 2 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $260K | 0.1%Prev: 0.1% | 517 SH | Decreased |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $373K | 0.1%Prev: 0.1% | 7,070 SH | Increased+161 SH |
| BNY MELLON ETF TRUST | HIGH YIELD ETF | $1.1M | 0.4%Prev: 0.4% | 23,034 SH | Increased+3,667 SH |
| CATERPILLAR INC | COM | $42K | 0.0%Prev: 0.0% | 74 SH | Increased |
| CHEVRON CORP NEW | COM | $59K | 0.0%Prev: 0.0% | 387 SH | Decreased |
| COSTCO WHSL CORP NEW | COM | $18K | 0.0%Prev: 0.0% | 21 SH | Decreased |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | $319K | 0.1%Prev: 0.1% | 7,684 SH | Increased |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $675K | 0.3%Prev: 0.2% | 15,743 SH | Increased+504 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $1.8M | 0.7%Prev: 0.7% | 40,723 SH | Increased-280 SH |
| EXXON MOBIL CORP | COM | $7K | 0.0%Prev: 0.0% | 62 SH | Increased |
| GLOBAL X FDS | S&P 500 CATHOLIC | $539K | 0.2%Prev: 0.2% | 6,554 SH | Increased+1,224 SH |
| HEALTHEQUITY INC | COM | $50K | 0.0%Prev: 0.0% | 550 SH | Decreased |
| HOME DEPOT INC | COM | $14K | 0.0%Prev: 0.0% | 40 SH | Decreased-114 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $921K | 0.4%Prev: 0.3% | 9,179 SH | Increased+1,105 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $1.7M | 0.7%Prev: 0.6% | 16,812 SH | Increased+2,232 SH |
| ISHARES TR | CORE MSCI EAFE | $12K | 0.0%Prev: 0.0% | 129 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $14K | 0.0%Prev: 0.0% | 21 SH | Increased |
| ISHARES TR | CORE US AGGBD ET | $7.4M | 2.9%Prev: 2.2% | 74,396 SH | Increased+19,576 SH |
| ISHARES TR | MSCI ACWI ETF | $2.8M | 1.1%Prev: 1.1% | 19,908 SH | Increased-255 SH |
| ISHARES TR | RUS 1000 ETF | $2.5M | 1.0%Prev: 1.0% | 6,690 SH | Increased |
| ISHARES TR | RUS 1000 GRW ETF | $155K | 0.1%Prev: 0.1% | 328 SH | Increased |
| ISHARES TR | RUS 1000 VAL ETF | $139K | 0.1%Prev: 0.1% | 660 SH | Increased |
| 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 | Increased |
| LINDE PLC F | SHS | $12K | 0.0%Prev: 0.0% | 28 SH | Decreased-6 SH |
| MERCK & CO INC | COM | $21K | 0.0%Prev: 0.0% | 200 SH | Increased-15 SH |
| NIKE INC | CL B | $19K | 0.0%Prev: 0.1% | 296 SH | Decreased-3,112 SH |
| PIMCO EQUITY SER | RAFI ESG US | $20.6M | 8.0%Prev: 8.2% | 490,135 SH | Decreased-18,605 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $9K | 0.0%Prev: 0.0% | 269 SH | Increased+72 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $16.6M | 6.5%Prev: 6.3% | 610,030 SH | Increased+12,865 SH |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $1.3M | 0.5%Prev: 0.4% | 50,958 SH | Increased+9,073 SH |
| SCHWAB STRATEGIC TR | LONG TERM US | $567K | 0.2%Prev: 0.2% | 17,875 SH | Decreased |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $1.2M | 0.5%Prev: 1.0% | 49,240 SH | Decreased-56,862 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $3K | 0.0%Prev: 0.0% | 142 SH | Decreased |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $5.2M | 2.0%Prev: 2.0% | 75,046 SH | Increased+3,985 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $3.6M | 1.4%Prev: 2.3% | 45,640 SH | Decreased-28,018 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $3.1M | 1.2%Prev: 1.5% | 42,439 SH | Decreased-6,567 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $1.7M | 0.7%Prev: 0.6% | 8,295 SH | Increased+1,341 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $142K | 0.1%Prev: 0.5% | 489 SH | Decreased-3,462 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $245K | 0.1%Prev: 0.1% | 2,764 SH | Increased+315 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $46.6M | 18.2%Prev: 18.2% | 74,237 SH | Increased-479 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $4.1M | 1.6%Prev: 1.2% | 12,130 SH | Increased+3,024 SH |
| VANGUARD INDEX FDS | VALUE ETF | $118K | 0.0%Prev: 0.0% | 616 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $1.3M | 0.5%Prev: 0.5% | 9,065 SH | Increased |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $21.0M | 8.2%Prev: 7.3% | 425,432 SH | Increased+64,222 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $3.3M | 1.3%Prev: 1.2% | 66,314 SH | Increased+8,228 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $9.6M | 3.7%Prev: 3.7% | 160,118 SH | Increased+4,107 SH |
| VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | $7.7M | 3.0%Prev: 2.9% | 101,046 SH | Increased+5,784 SH |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | $22K | 0.0%Prev: 0.0% | 401 SH | Decreased+6 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $766K | 0.3%Prev: 1.0% | 13,041 SH | Decreased-31,109 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $17.8M | 7.0%Prev: 5.1% | 236,564 SH | Increased+61,197 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $19.2M | 7.5%Prev: 7.6% | 268,597 SH | Increased-6,915 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $39.2M | 15.3%Prev: 15.4% | 324,119 SH | Increased-2,843 SH |
| VANGUARD WORLD FD | EXTENDED DUR | $8.3M | 3.3%Prev: 3.3% | 128,167 SH | Decreased+5,377 SH |
| VISA INC | COM CL A | $32K | 0.0%Prev: 0.0% | 91 SH | Decreased-61 SH |
| WELLS FARGO & CO | COM | $10K | 0.0%Prev: 0.0% | 105 SH | Increased |
| 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 |