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CIK 0001867958 • 6 13F filings • Apr 22, 2025 – Aug 12, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $764K | 0.2%Prev: 0.2% | 2,259 SH | Increased+1 SH |
| ALPHABET INC | CAP STK CL C | $473K | 0.1%Prev: 0.1% | 1,398 SH | Increased+1 SH |
| AMAZON COM INC | COM | $1.6M | 0.4%Prev: 0.5% | 6,450 SH | Increased+216 SH |
| APPLE INC | COM | $3.9M | 1.1%Prev: 1.7% | 15,232 SH | Decreased-2,296 SH |
| BLACKROCK ETF TRUST | ISHARES INTL DIV | $218K | 0.1% | 7,137 SH | New |
| BLACKROCK ETF TRUST II | SHORT DURATION H | $2.0M | 0.6% | 88,384 SH | New |
| BROADCOM INC | COM | $218K | 0.1%Prev: 0.1% | 659 SH | Decreased |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $39.7M | 11.1%Prev: 2.1% | 881,619 SH | Increased+749,442 SH |
| CAPITAL GROUP INTERNATIONAL | SHS | $14.6M | 4.1%Prev: 0.3% | 416,097 SH | Increased+386,677 SH |
| CAPITAL GRP FIXED INCM ETF T | MUNICIPAL INCOME | $1.5M | 0.4%Prev: 0.5% | 54,019 SH | Increased+4,825 SH |
| CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | $2.5M | 0.7%Prev: 0.5% | 89,766 SH | Increased+39,341 SH |
| COHEN & STEERS ETF TRUST | PREFERRED AND IN | $2.4M | 0.7%Prev: 0.6% | 89,997 SH | Increased+23,795 SH |
| COHEN & STEERS ETF TRUST | REAL ESTATE ACTI | $6.8M | 1.9%Prev: 1.3% | 260,591 SH | Increased+126,570 SH |
| CSX CORP | COM | $836K | 0.2%Prev: 0.3% | 22,081 SH | Increased+76 SH |
| DOUBLELINE ETF TRUST | COMMERCIAL REAL | $253K | 0.1%Prev: 0.1% | 4,843 SH | Increased+56 SH |
| ELI LILLY & CO | COM | $315K | 0.1%Prev: 0.1% | 308 SH | Increased-23 SH |
| EXXON MOBIL CORP | COM | $309K | 0.1%Prev: 0.1% | 2,196 SH | Increased+19 SH |
| FIDELITY COVINGTON TRUST | ENHANCED EMRNGS | $7.1M | 2.0%Prev: 1.3% | 193,486 SH | Increased+82,548 SH |
| FIDELITY COVINGTON TRUST | FUNDAMENTAL SMAL | $5.6M | 1.6%Prev: 1.7% | 172,272 SH | Increased+13,095 SH |
| FLEXSHARES TR | ESG & CLM DEVELP | $1.2M | 0.3%Prev: 1.4% | 19,482 SH | Decreased-45,045 SH |
| FLEXSHARES TR | STOX GBL ESG SLT | $7.5M | 2.1%Prev: 3.5% | 35,524 SH | Decreased-11,493 SH |
| GOLDMAN SACHS ETF TR | S&P 500 PREMIUM | $46.5M | 13.0%Prev: 9.0% | 871,722 SH | Increased+411,717 SH |
| HARBOR ETF TRUST | HARBOR COMMODITY | $853K | 0.2% | 30,252 SH | New |
| HARBOR ETF TRUST | SCIENTIFIC HIGH | $457K | 0.1%Prev: 0.4% | 9,944 SH | Decreased-13,333 SH |
| HOME DEPOT INC | COM | $220K | 0.1%Prev: 0.1% | 593 SH | Decreased-4 SH |
| HONEYWELL INTL INC | COM | $219K | 0.1% | 964 SH | New |
| INVESCO EXCH TRADED FD TR II | S&P SMALLCAP 600 | $918K | 0.3%Prev: 1.7% | 17,617 SH | Decreased-77,664 SH |
| INVESCO QQQ TR | UNIT SER 1 | $463K | 0.1%Prev: 0.3% | 735 SH | Decreased-581 SH |
| ISHARES INC | ESG AWR MSCI EM | $265K | 0.1%Prev: 0.1% | 5,451 SH | Decreased-2,703 SH |
| ISHARES TR | CORE S&P500 ETF | $6.7M | 1.9%Prev: 2.4% | 9,673 SH | Increased+25 SH |
| ISHARES TR | ESG MSCI KLD 400 | $562K | 0.2%Prev: 0.2% | 4,279 SH | Decreased-515 SH |
| ISHARES TR | ESG MSCI LEADR | $6.3M | 1.8%Prev: 2.3% | 51,148 SH | Increased-1,657 SH |
| ISHARES TR | ESG OPTIMIZED | $1.2M | 0.3%Prev: 0.4% | 8,422 SH | Increased+1,391 SH |
| ISHARES TR | GLOBAL TECH ETF | $272K | 0.1%Prev: 0.1% | 2,500 SH | Increased+16 SH |
| ISHARES TR | MORNINGSTAR GRWT | $514K | 0.1%Prev: 0.2% | 4,860 SH | Decreased+7 SH |
| ISHARES TR | RUS 1000 GRW ETF | $357K | 0.1%Prev: 0.1% | 760 SH | Decreased-85 SH |
| ISHARES TR | RUS 1000 VAL ETF | $239K | 0.1%Prev: 0.1% | 1,087 SH | Decreased-178 SH |
| ISHARES TR | RUSSELL 2000 ETF | $2.7M | 0.7%Prev: 0.1% | 10,187 SH | Increased+8,966 SH |
| ISHARES TR | S&P 500 GRWT ETF | $1.4M | 0.4%Prev: 0.5% | 11,431 SH | Decreased-321 SH |
| J P MORGAN EXCHANGE TRADED F | HEDGED EQUITY LA | $3.6M | 1.0%Prev: 4.3% | 53,093 SH | Decreased-125,412 SH |
| JOHNSON & JOHNSON | COM | $332K | 0.1%Prev: 0.1% | 1,459 SH | Increased+9 SH |
| JPMORGAN CHASE & CO. | COM | $209K | 0.1%Prev: 0.1% | 681 SH | Decreased-30 SH |
| LAM RESEARCH CORP | COM NEW | $252K | 0.1% | 1,016 SH | New |
| LEGG MASON ETF INVT | FRANKLIN INTL LW | $15.7M | 4.4%Prev: 5.8% | 407,694 SH | Increased-35,888 SH |
| MARRIOTT INTL INC NEW | CL A | $1.1M | 0.3%Prev: 0.3% | 3,384 SH | Increased+7 SH |
| MERCK & CO INC | COM | $213K | 0.1% | 1,965 SH | New |
| MICROSOFT CORP | COM | $2.1M | 0.6%Prev: 0.9% | 4,817 SH | Decreased-42 SH |
| MORGAN STANLEY ETF TRUST | EATON VANCE INTE | $2.1M | 0.6%Prev: 0.4% | 40,097 SH | Increased+18,353 SH |
| NUSHARES ETF TR | NUVEEN ESG MIDCP | $594K | 0.2%Prev: 0.3% | 12,990 SH | Decreased-2,815 SH |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | $742K | 0.2%Prev: 0.6% | 15,625 SH | Decreased-20,808 SH |
| NVIDIA CORPORATION | COM | $2.3M | 0.7%Prev: 0.9% | 12,167 SH | Decreased-655 SH |
| OREILLY AUTOMOTIVE INC | COM | $423K | 0.1%Prev: 0.2% | 4,275 SH | Decreased |
| PEPSICO INC | COM | $360K | 0.1%Prev: 0.1% | 2,422 SH | Increased+24 SH |
| RTX CORPORATION | COM | $782K | 0.2%Prev: 0.2% | 3,915 SH | Increased+15 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $340K | 0.1%Prev: 0.1% | 11,589 SH | Increased-182 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $39.0M | 10.9%Prev: 12.0% | 1,210,727 SH | Increased+223,039 SH |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $314K | 0.1% | 2,138 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $2.0M | 0.6%Prev: 0.8% | 2,852 SH | Decreased-506 SH |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $1.7M | 0.5%Prev: 0.6% | 2,700 SH | Increased-31 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $8.7M | 2.4% | 101,959 SH | New |
| SSGA ACTIVE ETF TR | STATE STREET DOU | $1.5M | 0.4% | 37,077 SH | New |
| SSGA ACTIVE TR | STATE STREET BLA | $3.9M | 1.1% | 136,142 SH | New |
| SSGA ACTIVE TR | STATE STREET US | $19.9M | 5.6% | 602,268 SH | New |
| T ROWE PRICE ETF INC | US EQUITY RESEAR | $690K | 0.2%Prev: 0.7% | 15,780 SH | Decreased-27,255 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $231K | 0.1%Prev: 0.1% | 679 SH | Increased |
| TESLA INC | COM | $662K | 0.2%Prev: 0.3% | 1,590 SH | Decreased-47 SH |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $1.2M | 0.3%Prev: 5.3% | 11,156 SH | Decreased-131,205 SH |
| VANECK FDS | EMERGING MARKETS | $1.2M | 0.3% | 22,935 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $1.7M | 0.5%Prev: 0.7% | 3,583 SH | Decreased-386 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $364K | 0.1%Prev: 0.1% | 1,137 SH | Increased+3 SH |
| VANGUARD INDEX FDS | VALUE ETF | $334K | 0.1%Prev: 0.1% | 1,672 SH | Decreased-161 SH |
| VERTEX PHARMACEUTICALS INC | COM | $441K | 0.1%Prev: 0.1% | 927 SH | Increased |
| VISA INC | COM CL A | $201K | 0.1%Prev: 0.1% | 605 SH | Decreased+1 SH |
| WISDOMTREE TR | DYNAMIC INTL EQT | $44.9M | 12.5%Prev: 2.6% | 990,476 SH | Increased+825,414 SH |
| WISDOMTREE TR | EM EX ST-OWNED | $3.4M | 0.9%Prev: 1.3% | 79,859 SH | Decreased-8,641 SH |
| WISDOMTREE TR | INTK MLTIFACTR | $221K | 0.1%Prev: 0.5% | 6,543 SH | Decreased-35,022 SH |
| WISDOMTREE TR | US QTLY DIV GRT | $24.9M | 7.0%Prev: 10.2% | 272,438 SH | Decreased-35,829 SH |
| 13F-HR |
| 0001867958-26-000006 |
| $444.0M |
| View |
| Jul 10, 2025 | Q2 2025 | 13F-HR | 0001867958-25-000004 | $230.7M | View |
| May 6, 2026 | Q1 2026 | 13F-HR | 0001867958-26-000005 | $404.5M | View |
| Apr 22, 2025 | Q1 2025 | 13F-HR | 0001867958-25-000003 | $186.3M | View |