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CIK 0001906937 • 6 13F filings • May 9, 2025 – Aug 3, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $545 | 0.2%Prev: 0.2% | 2,387 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $247 | 0.1%Prev: 0.1% | 792 SH | Decreased-309 SH |
| ALPHABET INC | CAP STK CL C | $226 | 0.1%Prev: 0.1% | 721 SH | Increased-176 SH |
| APPLE INC | COM | $2K | 0.8%Prev: 1.1% | 6,134 SH | Decreased-3,382 SH |
| BIO RAD LABS INC | CL A | $219 | 0.1%Prev: 0.1% | 726 SH | Increased |
| CHEVRON CORP NEW | COM | $256 | 0.1%Prev: 0.1% | 1,684 SH | Decreased |
| CISCO SYS INC | COM | $247 | 0.1%Prev: 0.1% | 3,211 SH | Decreased-1,230 SH |
| COSTCO WHSL CORP NEW | COM | $877 | 0.4%Prev: 0.5% | 1,018 SH | Decreased-260 SH |
| CSX CORP | COM | $503 | 0.2%Prev: 0.2% | 13,892 SH | |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $205 | 0.1%Prev: 0.1% | 6,318 SH | Increased-169 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $463 | 0.2%Prev: 0.2% | 9,294 SH | Increased-521 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $16K | 7.2%Prev: 6.9% | 400,421 SH | Increased+2,523 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $2K | 0.8%Prev: 0.8% | 23,867 SH | Decreased-940 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $1K | 0.5%Prev: 0.5% | 22,883 SH | Increased |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $281 | 0.1%Prev: 0.1% | 4,034 SH | Increased |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $597 | 0.3%Prev: 0.1% | 13,764 SH | Increased+8,124 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $1K | 0.5%Prev: 0.4% | 20,223 SH | Increased+3,748 SH |
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | $285 | 0.1% | 3,853 SH | New |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $14K | 6.5%Prev: 6.5% | 438,719 SH | Increased-18,717 SH |
| ELI LILLY & CO | COM | $509 | 0.2%Prev: 0.2% | 474 SH | Increased-79 SH |
| EXXON MOBIL CORP | COM | $464 | 0.2%Prev: 0.2% | 3,856 SH | Increased-4 SH |
| GLACIER BANCORP INC NEW | COM | $390 | 0.2%Prev: 0.2% | 8,858 SH | Decreased-1,135 SH |
| HOWMET AEROSPACE INC | COM | $249 | 0.1%Prev: 0.1% | 1,219 SH | Increased |
| INTEL CORP | COM | $300 | 0.1%Prev: 0.1% | 8,136 SH | Increased-674 SH |
| ISHARES TR | CORE S&P500 ETF | $528 | 0.2%Prev: 0.3% | 772 SH | Decreased-226 SH |
| ISHARES TR | CORE US AGGBD ET | $237 | 0.1%Prev: 0.1% | 2,379 SH | Increased+60 SH |
| ISHARES TR | DOW JONES US ETF | $400 | 0.2%Prev: 0.2% | 2,416 SH | Decreased-123 SH |
| ISHARES TR | ESG AW MSCI EAFE | $310 | 0.1%Prev: 0.1% | 3,262 SH | Increased+60 SH |
| ISHARES TR | ESG AWR US AGRGT | $935 | 0.4%Prev: 0.4% | 19,555 SH | Increased+342 SH |
| ISHARES TR | ESG AWRE 1 5 YR | $317 | 0.1%Prev: 0.1% | 12,566 SH | |
| ISHARES TR | RUS 1000 ETF | $371 | 0.2%Prev: 0.2% | 994 SH | Decreased-67 SH |
| ISHARES TR | S&P 500 VAL ETF | $217 | 0.1%Prev: 0.1% | 1,026 SH | Increased |
| JOHNSON & JOHNSON | COM | $249 | 0.1%Prev: 0.1% | 1,204 SH | Increased |
| JPMORGAN CHASE & CO. | COM | $557 | 0.3%Prev: 0.3% | 1,729 SH | Decreased-120 SH |
| MANAGER DIRECTED PORTFOLIOS | VERT GLB SUST RE | $1K | 0.5%Prev: 0.4% | 96,724 SH | Increased+11,893 SH |
| MICROSOFT CORP | COM | $2K | 0.9%Prev: 1.1% | 3,923 SH | Decreased-910 SH |
| NIKE INC | CL B | $357 | 0.2%Prev: 0.2% | 5,617 SH | Decreased |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | $937 | 0.4%Prev: 0.4% | 20,989 SH | Increased+2,385 SH |
| NUSHARES ETF TR | NUVEEN ESG US | $2K | 1.1%Prev: 1.1% | 104,309 SH | Decreased-2,878 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $419 | 0.2%Prev: 0.2% | 17,446 SH | Increased-552 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $4K | 1.8%Prev: 1.8% | 153,034 SH | Decreased-5,670 SH |
| SPDR GOLD TR | GOLD SHS | $228 | 0.1%Prev: 0.1% | 577 SH | Decreased-117 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $1K | 0.6%Prev: 0.6% | 1,841 SH | Increased+15 SH |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $200 | 0.1% | 333 SH | New |
| STARBUCKS CORP | COM | $273 | 0.1%Prev: 0.1% | 3,249 SH | Decreased-24 SH |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | $9K | 3.9%Prev: 3.8% | 88,971 SH | Increased-384 SH |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | $2K | 0.8%Prev: 0.8% | 16,858 SH | Increased+26 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $7K | 3.0%Prev: 2.8% | 86,376 SH | Increased+5,732 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $17K | 7.5%Prev: 7.5% | 210,150 SH | Increased+1,205 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $44K | 19.9%Prev: 19.7% | 593,754 SH | Increased+8,490 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $24K | 11.0%Prev: 11.0% | 502,687 SH | Decreased+10,267 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $277 | 0.1%Prev: 0.1% | 568 SH | Increased |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $7K | 3.0%Prev: 3.1% | 75,532 SH | Decreased+836 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $208 | 0.1%Prev: 0.1% | 332 SH | Decreased-81 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $608 | 0.3%Prev: 0.3% | 2,873 SH | Increased |
| VANGUARD INDEX FDS | SMALL CP ETF | $459 | 0.2%Prev: 0.4% | 1,783 SH | Decreased-1,429 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $11K | 5.0%Prev: 4.9% | 32,874 SH | Increased-182 SH |
| VANGUARD INDEX FDS | VALUE ETF | $964 | 0.4%Prev: 0.4% | 5,051 SH | Increased-62 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $518 | 0.2%Prev: 0.2% | 7,044 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $361 | 0.2%Prev: 0.2% | 6,720 SH | Decreased-540 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $271 | 0.1%Prev: 0.1% | 1,896 SH | Increased+26 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $2K | 0.9%Prev: 0.9% | 13,786 SH | Increased+51 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $2K | 1.0%Prev: 1.0% | 43,647 SH | Decreased-472 SH |
| VANGUARD MUN BD FDS | INTERMEDIATE TRM | $6K | 2.7%Prev: 2.4% | 59,479 SH | Increased+7,201 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $10K | 4.5%Prev: 4.4% | 198,820 SH | Increased+5,653 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $1K | 0.5%Prev: 0.4% | 12,412 SH | Increased+905 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $1K | 0.7%Prev: 0.6% | 24,917 SH | Increased+3,952 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $858 | 0.4%Prev: 0.4% | 14,610 SH | Increased+1,389 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $227 | 0.1%Prev: 0.1% | 2,853 SH | Decreased-119 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $6K | 2.8%Prev: 2.7% | 81,459 SH | Increased-770 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $258 | 0.1%Prev: 0.1% | 4,141 SH | Increased-143 SH |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | $2K | 1.0%Prev: 1.0% | 21,942 SH | Decreased+56 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $3K | 1.5%Prev: 1.4% | 45,757 SH | Increased+1,831 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $2K | 0.7%Prev: 0.7% | 13,484 SH | Increased+70 SH |
| WELLS FARGO CO NEW | COM | $613 | 0.3%Prev: 0.3% | 6,584 SH | Increased-420 SH |
| 13F-HR |
| 0001906937-26-000003 |
| $254K |
| View |
| Jul 31, 2025 | Q2 2025 | 13F-HR | 0001908380-25-000004 | $206K | View |
| May 1, 2026 | Q1 2026 | 13F-HR | 0001906937-26-000002 | $232K | View |
| May 9, 2025 | Q1 2025 | 13F-HR | 0001842974-25-000017 | $188K | View |