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CIK 0001925582 • 6 13F filings • Apr 21, 2025 – Aug 10, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| BLACKROCK ETF TRUST | ISHARES A I INNO | $82.0M | 4.1%Prev: 3.2% | 2,461,727 SH | Increased+696,906 SH |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $206.1M | 10.3%Prev: 9.8% | 3,389,851 SH | Increased+304,280 SH |
| BLACKROCK ETF TRUST | ISHARES US THEMA | $81.7M | 4.1%Prev: 4.1% | 2,118,592 SH | Increased+130,944 SH |
| BLACKROCK ETF TRUST | US CARBON TRANS | $7.2M | 0.4%Prev: 0.3% | 97,609 SH | Increased+18,957 SH |
| BLACKROCK ETF TRUST | WORLD EX US CARB | $1.2M | 0.1%Prev: 0.1% | 22,044 SH | Increased+3,733 SH |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $3.0M | 0.1%Prev: 0.2% | 56,245 SH | Increased+3,077 SH |
| BLACKROCK ETF TRUST II | ISHARES HIGH YIE | $15.3M | 0.8%Prev: 0.8% | 314,517 SH | Increased+27,621 SH |
| GLOBAL X FDS | DEFENSE TECH ETF | $51.2M | 2.6%Prev: 2.2% | 790,079 SH | Increased+219,880 SH |
| GLOBAL X FDS | US INFR DEV ETF | $677K | 0.0%Prev: 0.0% | 14,163 SH | Increased+3,048 SH |
| INVESCO EXCH TRADED FD TR II | NATL AMT MUNI | $11.1M | 0.6%Prev: 0.5% | 480,472 SH | Increased+42,185 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $1.5M | 0.1%Prev: 0.1% | 29,486 SH | Increased+8,293 SH |
| ISHARES GOLD TR | ISHARES NEW | $22.5M | 1.1%Prev: 1.0% | 277,571 SH | Increased+12,465 SH |
| ISHARES INC | ESG AWR MSCI EM | $1.6M | 0.1%Prev: 0.1% | 36,757 SH | Increased+10,269 SH |
| ISHARES INC | MSCI EMRG CHN | $23K | 0.0%Prev: 0.0% | 319 SH | Decreased-300 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $3.2M | 0.2%Prev: 0.2% | 30,864 SH | Increased+2,108 SH |
| ISHARES TR | 10+ YR INVST GRD | $1.5M | 0.1%Prev: 0.1% | 29,317 SH | Increased+4,332 SH |
| ISHARES TR | CORE MSCI EAFE | $4K | 0.0% | 40 SH | New |
| ISHARES TR | CORE S&P500 ETF | $226.2M | 11.3%Prev: 11.4% | 330,274 SH | Increased+15,022 SH |
| ISHARES TR | CORE TOTAL USD | $56.2M | 2.8%Prev: 2.9% | 1,207,399 SH | Increased+68,536 SH |
| ISHARES TR | EAFE GRWTH ETF | $60.2M | 3.0%Prev: 3.1% | 528,835 SH | Increased+26,671 SH |
| ISHARES TR | EAFE VALUE ETF | $77.7M | 3.9%Prev: 3.8% | 1,087,844 SH | Increased+45,865 SH |
| ISHARES TR | ESG ADV TTL USD | $2.5M | 0.1%Prev: 0.1% | 57,386 SH | Increased+7,899 SH |
| ISHARES TR | ESG AWR MSCI USA | $2.8M | 0.1%Prev: 0.1% | 18,585 SH | Increased+4,047 SH |
| ISHARES TR | ESG AWR US AGRGT | $1.7M | 0.1%Prev: 0.1% | 34,633 SH | Increased+8,683 SH |
| ISHARES TR | ESG AWRE 1 5 YR | $43K | 0.0%Prev: 0.0% | 1,722 SH | Increased+308 SH |
| ISHARES TR | ESG AWRE USD ETF | $1.0M | 0.1%Prev: 0.0% | 44,050 SH | Increased+9,785 SH |
| ISHARES TR | ESG EAFE ETF | $2.0M | 0.1%Prev: 0.1% | 27,270 SH | Increased+4,842 SH |
| ISHARES TR | ESG MSCI USA ETF | $3.4M | 0.2%Prev: 0.1% | 58,851 SH | Increased+11,947 SH |
| ISHARES TR | GLOBAL ENERG ETF | $2K | 0.0% | 41 SH | New |
| ISHARES TR | HDG MSCI EAFE | $10K | 0.0%Prev: 0.0% | 235 SH | Decreased-284 SH |
| ISHARES TR | HIGH YLD SYSTM B | $15.3M | 0.8%Prev: 0.8% | 322,409 SH | Increased+22,529 SH |
| ISHARES TR | IBOXX HI YD ETF | $2K | 0.0%Prev: 0.0% | 27 SH | Increased+7 SH |
| ISHARES TR | ISHS 1-5YR INVS | $1.9M | 0.1%Prev: 0.1% | 35,669 SH | Increased+166 SH |
| ISHARES TR | MSCI KLD400 SOC | $4.4M | 0.2%Prev: 0.2% | 34,308 SH | Increased+6,692 SH |
| ISHARES TR | NATIONAL MUN ETF | $67.7M | 3.4%Prev: 3.3% | 631,789 SH | Increased+54,010 SH |
| ISHARES TR | S&P 500 GRWT ETF | $259.3M | 12.9%Prev: 12.4% | 2,104,088 SH | Increased+198,832 SH |
| ISHARES TR | S&P 500 VAL ETF | $206.9M | 10.3%Prev: 10.7% | 975,625 SH | Increased+10,708 SH |
| ISHARES TR | SHRT NAT MUN ETF | $122K | 0.0%Prev: 0.0% | 1,141 SH | Increased+266 SH |
| ISHARES TR | U.S. TECH ETF | $55K | 0.0%Prev: 1.1% | 277 SH | Decreased-99,733 SH |
| SPDR SER TR | PORTFOLIO LN TSR | $37.5M | 1.9%Prev: 1.9% | 1,415,828 SH | Increased+107,855 SH |
| TIDAL ETF TR | SOFI NEXT 500 | $11K | 0.0%Prev: 0.0% | 700 SH | Decreased-23 SH |
| TIDAL ETF TR | SOFI SELECT 500 | $217.3M | 10.8%Prev: 12.1% | 1,643,945 SH | Decreased-89,723 SH |
| VANECK ETF TR | HIGH YLD MUNIETF | $1K | 0.0%Prev: 0.0% | 22 SH | Decreased-1 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $13K | 0.0%Prev: 0.0% | 166 SH | Decreased-2 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $17K | 0.0%Prev: 0.0% | 231 SH | Increased+8 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $9K | 0.0%Prev: 0.0% | 34 SH | Increased+4 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $137.9M | 6.9%Prev: 6.6% | 2,565,883 SH | Increased+305,065 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $3K | 0.0%Prev: 0.0% | 55 SH | Increased+5 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $32.6M | 1.6%Prev: 1.7% | 692,870 SH | Increased+39,469 SH |
| VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | $100.5M | 5.0%Prev: 5.0% | 1,608,390 SH | Increased+60,594 SH |
| 13F-HR |
| 0001398344-26-013880 |
| $2.48B |
| View |
| Aug 11, 2025 | Q2 2025 | 13F-HR | 0001398344-25-014884 | $1.64B | View |
| May 5, 2026 | Q1 2026 | 13F-HR | 0001398344-26-008352 | $2.08B | View |
| Apr 21, 2025 | Q1 2025 | 13F-HR | 0001398344-25-007340 | $1.33B | View |