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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 | $93K | 0.0% | 261 SH | New |
| ALPHABET INC | CAP STK CL C | $92K | 0.0% | 261 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL A | $1.5M | 0.5%Prev: 0.7% | 2 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $238K | 0.1%Prev: 0.1% | 476 SH | Increased |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $313K | 0.1%Prev: 0.2% | 5,971 SH | Decreased-1,217 SH |
| BNY MELLON ETF TRUST | HIGH YIELD ETF | $1.2M | 0.4%Prev: 0.4% | 25,225 SH | Increased+7,659 SH |
| CATERPILLAR INC | COM | $79K | 0.0% | 74 SH | New |
| CHEVRON CORP NEW | COM | $64K | 0.0%Prev: 0.0% | 387 SH | Increased |
| COSTCO WHSL CORP NEW | COM | $20K | 0.0% | 21 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | $324K | 0.1%Prev: 0.1% | 6,619 SH | Increased-642 SH |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $646K | 0.2%Prev: 0.3% | 14,332 SH | Increased-99 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $1.7M | 0.6%Prev: 0.7% | 36,250 SH | Increased-2,486 SH |
| GLOBAL X FDS | S&P 500 CATHOLIC | $481K | 0.2%Prev: 0.2% | 5,430 SH | Increased-37 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 |
| ISHARES TR | 0-3 MNTH TREASRY | $938K | 0.3%Prev: 0.4% | 9,314 SH | Increased+1,325 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $2.7M | 0.9%Prev: 0.7% | 26,271 SH | Increased+12,721 SH |
| ISHARES TR | CORE MSCI EAFE | $12K | 0.0%Prev: 0.0% | 129 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $519K | 0.2%Prev: 0.0% | 693 SH | Increased+672 SH |
| ISHARES TR | CORE US AGGBD ET | $7.2M | 2.5% | 72,941 SH | New |
| ISHARES TR | MSCI ACWI ETF | $3.0M | 1.1% | 19,160 SH | New |
| ISHARES TR | RUS 1000 ETF | $2.7M | 1.0%Prev: 1.1% | 6,690 SH | Increased |
| ISHARES TR | RUS 1000 GRW ETF | $163K | 0.1%Prev: 0.1% | 1,312 SH | Decreased+927 SH |
| ISHARES TR | RUS 1000 VAL ETF | $160K | 0.1%Prev: 0.1% | 660 SH | Increased |
| ISHARES TR | RUS MID CAP ETF | $3K | 0.0%Prev: 0.0% | 24 SH | Increased |
| ISHARES TR | RUSSELL 2000 ETF | $2K | 0.0%Prev: 0.0% | 5 SH | Increased |
| MERCK & CO INC | COM | $26K | 0.0%Prev: 0.0% | 200 SH | Increased |
| NIKE INC | CL B | $12K | 0.0%Prev: 0.0% | 296 SH | Decreased |
| PIMCO EQUITY SER | RAFI ESG US | $22.5M | 7.9%Prev: 9.2% | 470,325 SH | Increased-36,538 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $10K | 0.0%Prev: 0.0% | 269 SH | Increased+72 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $17.3M | 6.1%Prev: 7.2% | 557,233 SH | Increased-59,320 SH |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $3.7M | 1.3%Prev: 0.5% | 148,267 SH | Increased+107,656 SH |
| SCHWAB STRATEGIC TR | LONG TERM US | $736K | 0.3%Prev: 0.2% | 23,510 SH | Increased+8,596 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $1.4M | 0.5%Prev: 0.6% | 59,024 SH | Increased+3,518 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $5K | 0.0%Prev: 0.0% | 195 SH | Increased+99 SH |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $7.5M | 2.6%Prev: 2.3% | 108,373 SH | Increased+39,485 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $3.5M | 1.2%Prev: 0.3% | 45,402 SH | Increased+36,161 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $2.5M | 0.9%Prev: 0.4% | 33,779 SH | Increased+21,831 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $3.1M | 1.1%Prev: 0.6% | 12,601 SH | Increased+5,647 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $136K | 0.0%Prev: 0.1% | 1,693 SH | Increased+1,245 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $267K | 0.1%Prev: 0.1% | 2,773 SH | Increased+460 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $49.3M | 17.4%Prev: 20.3% | 71,813 SH | Increased-2,857 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $655K | 0.2% | 1,790 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.5M | 1.2%Prev: 0.4% | 9,485 SH | Increased+6,748 SH |
| VANGUARD INDEX FDS | VALUE ETF | $104K | 0.0%Prev: 0.1% | 479 SH | Decreased-137 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $1.3M | 0.5%Prev: 0.7% | 8,412 SH | Decreased-2,314 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $19.8M | 7.0%Prev: 8.2% | 394,459 SH | Increased+55,018 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $3.6M | 1.3%Prev: 1.3% | 71,720 SH | Increased+18,137 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $9.2M | 3.2%Prev: 4.1% | 155,266 SH | Increased+12,808 SH |
| VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | $8.5M | 3.0%Prev: 3.3% | 112,414 SH | Increased+20,808 SH |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | $25K | 0.0%Prev: 0.0% | 462 SH | Increased+71 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $725K | 0.3% | 12,465 SH | New |
| VANGUARD STAR FDS | VG TL INTL STK F | $22.5M | 7.9%Prev: 5.4% | 263,334 SH | Increased+100,772 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $5.8M | 2.0% | 81,043 SH | New |
| VANGUARD WORLD FD | ESG INTL STK ETF | $21.2M | 7.5%Prev: 8.5% | 257,549 SH | Increased-13,993 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $41.6M | 14.7%Prev: 17.5% | 314,328 SH | Increased-19,842 SH |
| VANGUARD WORLD FD | EXTENDED DUR | $8.4M | 2.9%Prev: 3.7% | 128,316 SH | Increased+9,520 SH |
| VIA TRANSN INC | COM CL A | $436K | 0.2% | 24,047 SH | New |
| VISA INC | COM CL A | $31K | 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 |