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CIK 0001567738 • 3 13F filings • Apr 28, 2025 – Nov 5, 2025
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| CABOT CORP | COM | $1.9M | 0.3%Prev: 0.4% | 24,979 SH | Increased-314 SH |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $8.2M | 1.5%Prev: 1.4% | 194,181 SH | Increased+23,692 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $461K | 0.1%Prev: 0.1% | 12,682 SH | Increased |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $921K | 0.2%Prev: 0.2% | 15,818 SH | Increased-789 SH |
| ISHARES INC | ESG AWR MSCI EM | $540K | 0.1%Prev: 0.1% | 12,445 SH | Increased+1,172 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $23.0M | 4.2%Prev: 4.3% | 222,335 SH | Increased+2,850 SH |
| ISHARES TR | ESG AW MSCI EAFE | $1.0M | 0.2%Prev: 0.2% | 10,770 SH | Increased-393 SH |
| ISHARES TR | ESG AWR MSCI USA | $2.9M | 0.5%Prev: 0.5% | 20,227 SH | Increased+1,833 SH |
| ISHARES TR | MBS ETF | $75.7M | 13.8%Prev: 13.2% | 796,082 SH | Increased+57,954 SH |
| ISHARES TR | MSCI USA MMENTM | $22.6M | 4.1%Prev: 4.2% | 88,088 SH | Increased-3,689 SH |
| ISHARES TR | USD INV GRDE ETF | $73.5M | 13.4%Prev: 13.6% | 1,407,927 SH | Increased+15,501 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $13.0M | 2.4%Prev: 2.4% | 495,277 SH | Increased-11,961 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $6.9M | 1.3%Prev: 1.3% | 322,193 SH | Decreased-11,708 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $83.2M | 15.1%Prev: 15.3% | 3,088,558 SH | Increased+66,563 SH |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $7.4M | 1.3%Prev: 1.4% | 173,336 SH | Increased-3,305 SH |
| SPDR SERIES TRUST | SPDR S&P 500 ETF | $21.7M | 3.9%Prev: 3.7% | 395,140 SH | Increased+9,583 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $83.0M | 15.1%Prev: 15.1% | 1,677,297 SH | Increased+72,278 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $6.5M | 1.2%Prev: 1.1% | 13,476 SH | Increased-8 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $3.1M | 0.6%Prev: 0.6% | 10,684 SH | Increased-258 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $2.7M | 0.5%Prev: 0.5% | 29,990 SH | Decreased-1,107 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $27.6M | 5.0%Prev: 4.6% | 45,017 SH | Increased+2,276 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $5.1M | 0.9%Prev: 0.9% | 20,143 SH | Increased-430 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $26.1M | 4.7%Prev: 4.6% | 79,427 SH | Increased+13 SH |
| VANGUARD INDEX FDS | VALUE ETF | $2.0M | 0.4%Prev: 0.4% | 10,664 SH | Increased+209 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $3.3M | 0.6%Prev: 0.6% | 61,463 SH | Increased+462 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $2.2M | 0.4%Prev: 0.4% | 44,307 SH | Decreased-2,364 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $11.3M | 2.0%Prev: 2.1% | 240,360 SH | Increased-758 SH |
| VANGUARD SCOTTSDALE FDS | TOTAL CORP BND | $11.5M | 2.1%Prev: 2.1% | 146,989 SH | Increased+3,338 SH |
| VANGUARD SCOTTSDALE FDS | TOTAL WLD BD ETF | $2.0M | 0.4%Prev: 0.3% | 28,004 SH | Increased+4,817 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $5.7M | 1.0%Prev: 1.0% | 94,692 SH | Increased-1,585 SH |
| VANGUARD WORLD FD | MEGA CAP INDEX | $15.5M | 2.8%Prev: 2.8% | 63,370 SH | Increased-2,840 SH |
| 13F-HR |
| 0002063364-25-000045 |
| $501.0M |
| View |