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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 | $75K | 0.0% | 261 SH | New |
| ALPHABET INC | CAP STK CL C | $75K | 0.0% | 261 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL A | $1.4M | 0.6% | 2 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $248K | 0.1%Prev: 0.1% | 517 SH | Decreased+20 SH |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $360K | 0.1%Prev: 0.2% | 6,938 SH | Increased+415 SH |
| BNY MELLON ETF TRUST | HIGH YIELD ETF | $1.1M | 0.4%Prev: 0.4% | 23,070 SH | Increased+5,539 SH |
| CATERPILLAR INC | COM | $52K | 0.0% | 74 SH | New |
| CHEVRON CORP NEW | COM | $80K | 0.0% | 387 SH | New |
| COSTCO WHSL CORP NEW | COM | $21K | 0.0% | 21 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | $326K | 0.1% | 7,684 SH | New |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $668K | 0.3% | 15,743 SH | New |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $1.7M | 0.7% | 40,838 SH | New |
| EXXON MOBIL CORP | COM | $11K | 0.0% | 62 SH | New |
| GLOBAL X FDS | S&P 500 CATHOLIC | $522K | 0.2%Prev: 0.2% | 6,685 SH | Increased+1,279 SH |
| HEALTHEQUITY INC | COM | $46K | 0.0% | 550 SH | New |
| HOME DEPOT INC | COM | $13K | 0.0%Prev: 0.0% | 40 SH | Decreased |
| ISHARES TR | 0-3 MNTH TREASRY | $929K | 0.4%Prev: 0.4% | 9,232 SH | Increased+1,325 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $2.5M | 1.0%Prev: 0.8% | 24,231 SH | Increased+10,157 SH |
| ISHARES TR | CORE MSCI EAFE | $12K | 0.0%Prev: 0.0% | 129 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $273K | 0.1%Prev: 0.0% | 418 SH | Increased+397 SH |
| ISHARES TR | CORE US AGGBD ET | $6.9M | 2.7% | 69,862 SH | New |
| ISHARES TR | MSCI ACWI ETF | $2.5M | 1.0% | 18,226 SH | New |
| ISHARES TR | RUS 1000 ETF | $2.4M | 0.9%Prev: 1.1% | 6,690 SH | Increased |
| ISHARES TR | RUS 1000 GRW ETF | $140K | 0.1%Prev: 0.1% | 328 SH | Increased-57 SH |
| ISHARES TR | RUS 1000 VAL ETF | $141K | 0.1%Prev: 0.1% | 660 SH | Increased |
| ISHARES TR | RUS MID CAP ETF | $2K | 0.0%Prev: 0.0% | 24 SH | Increased |
| ISHARES TR | RUSSELL 2000 ETF | $1K | 0.0%Prev: 0.0% | 5 SH | Increased |
| LINDE PLC F | SHS | $14K | 0.0% | 28 SH | New |
| MERCK & CO INC | COM | $24K | 0.0% | 200 SH | New |
| NIKE INC | CL B | $16K | 0.0%Prev: 0.0% | 296 SH | Decreased |
| PIMCO EQUITY SER | RAFI ESG US | $20.8M | 8.2%Prev: 9.5% | 499,411 SH | Increased-3,774 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $9K | 0.0%Prev: 0.0% | 269 SH | Increased+73 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $16.9M | 6.7%Prev: 7.8% | 608,089 SH | Increased-21,159 SH |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $1.7M | 0.7%Prev: 0.5% | 70,097 SH | Increased+32,231 SH |
| SCHWAB STRATEGIC TR | LONG TERM US | $673K | 0.3%Prev: 0.3% | 21,423 SH | Increased+6,509 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $1.4M | 0.6%Prev: 0.7% | 58,081 SH | Decreased-22 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $3K | 0.0%Prev: 0.0% | 142 SH | Increased+46 SH |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $5.3M | 2.1%Prev: 2.4% | 76,904 SH | Increased+12,458 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $3.6M | 1.4%Prev: 0.4% | 45,331 SH | Increased+35,552 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $2.3M | 0.9%Prev: 0.4% | 31,456 SH | Increased+19,841 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $2.6M | 1.0%Prev: 0.5% | 12,468 SH | Increased+6,727 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $140K | 0.1% | 489 SH | New |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $246K | 0.1%Prev: 0.1% | 2,769 SH | Increased+121 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $45.6M | 18.0%Prev: 20.5% | 76,258 SH | Increased-273 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.0M | 1.2%Prev: 0.4% | 9,502 SH | Increased+6,707 SH |
| VANGUARD INDEX FDS | VALUE ETF | $121K | 0.0% | 616 SH | New |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $1.3M | 0.5% | 9,065 SH | New |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $19.8M | 7.8%Prev: 9.0% | 395,601 SH | Increased+51,859 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $3.3M | 1.3%Prev: 1.5% | 66,717 SH | Increased+7,984 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $9.5M | 3.7%Prev: 4.5% | 159,701 SH | Increased+13,963 SH |
| VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | $7.9M | 3.1%Prev: 3.4% | 105,314 SH | Increased+19,573 SH |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | $22K | 0.0%Prev: 0.0% | 404 SH | Increased+18 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $728K | 0.3% | 12,435 SH | New |
| VANGUARD STAR FDS | VG TL INTL STK F | $17.0M | 6.7%Prev: 4.9% | 220,965 SH | Increased+68,508 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $2.6M | 1.0% | 39,888 SH | New |
| VANGUARD WORLD FD | ESG INTL STK ETF | $19.7M | 7.7%Prev: 8.3% | 274,015 SH | Increased+3,790 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $37.7M | 14.8%Prev: 17.3% | 335,411 SH | Increased-2,473 SH |
| VANGUARD WORLD FD | EXTENDED DUR | $7.4M | 2.9%Prev: 4.1% | 113,998 SH | Decreased+3,197 SH |
| VISA INC | COM CL A | $28K | 0.0% | 91 SH | New |
| 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 |