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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 US EQUIT | $119.3M | 9.0% | 2,445,932 SH | |
| BLACKROCK ETF TRUST | US CARBON TRANS | $2.0M | 0.2% | 33,543 SH | |
| BLACKROCK ETF TRUST | WORLD EX US CARB | $380K | 0.0% | 8,219 SH | |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $2.4M | 0.2% | 46,109 SH | |
| GLOBAL X FDS | US INFR DEV ETF | $170K | 0.0% | 4,504 SH | |
| ISHARES INC | ESG AWR MSCI EM | $444K | 0.0% | 12,701 SH | |
| ISHARES INC | MSCI EMRG CHN | $23.5M | 1.8% | 426,861 SH | |
| ISHARES TR | 10+ YR INVST GRD | $526K | 0.0% | 10,474 SH | |
| ISHARES TR | CORE S&P500 ETF | $179.9M | 13.5% | 320,156 SH | |
| ISHARES TR | CORE TOTAL USD | $57.2M | 4.3% | 1,241,951 SH | |
| ISHARES TR | EAFE GRWTH ETF | $42.7M | 3.2% | 426,641 SH | |
| ISHARES TR | EAFE VALUE ETF | $54.5M | 4.1% | 924,037 SH | |
| ISHARES TR | ESG ADV TTL USD | $1.0M | 0.1% | 23,872 SH | |
| ISHARES TR | ESG AWR MSCI USA | $748K | 0.1% | 6,135 SH | |
| ISHARES TR | ESG AWR US AGRGT | $555K | 0.0% | 11,697 SH | |
| ISHARES TR | ESG AWRE 1 5 YR | $15K | 0.0% | 618 SH | |
| ISHARES TR | ESG AWRE USD ETF | $336K | 0.0% | 14,557 SH | |
| ISHARES TR | ESG EAFE ETF | $654K | 0.0% | 9,715 SH | |
| ISHARES TR | ESG MSCI USA ETF | $965K | 0.1% | 20,679 SH | |
| ISHARES TR | GLOBAL ENERG ETF | $14K | 0.0% | 324 SH | |
| ISHARES TR | HDG MSCI EAFE | $15.5M | 1.2% | 427,734 SH | |
| ISHARES TR | IBOXX HI YD ETF | $3K | 0.0% | 33 SH | |
| ISHARES TR | ISHS 1-5YR INVS | $2.1M | 0.2% | 40,446 SH | |
| ISHARES TR | MSCI KLD400 SOC | $1.2M | 0.1% | 12,023 SH | |
| ISHARES TR | NATIONAL MUN ETF | $65.5M | 4.9% | 621,185 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $172.4M | 13.0% | 1,857,008 SH | |
| ISHARES TR | S&P 500 VAL ETF | $171.0M | 12.9% | 897,268 SH | |
| ISHARES TR | SHRT NAT MUN ETF | $1.2M | 0.1% | 11,509 SH | |
| ISHARES TR | U.S. TECH ETF | $56.9M | 4.3% | 405,256 SH | |
| SPDR SER TR | PORTFOLIO LN TSR | $26.6M | 2.0% | 976,415 SH | |
| TIDAL ETF TR | SOFI NEXT 500 | $14K | 0.0% | 1,059 SH | |
| TIDAL ETF TR | SOFI SELECT 500 | $177.1M | 13.3% | 1,737,538 SH | |
| VANECK ETF TR | HIGH YLD MUNIETF | $2K | 0.0% | 33 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $22K | 0.0% | 282 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $42K | 0.0% | 576 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $17K | 0.0% | 76 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $50.7M | 3.8% | 1,120,684 SH | |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $4K | 0.0% | 83 SH | |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $25.3M | 1.9% | 545,827 SH | |
| VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | $77.2M | 5.8% | 1,518,003 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 |