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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 | $139.1M | 8.5%Prev: 10.1% | 2,554,442 SH | Decreased-1,058,319 SH |
| BLACKROCK ETF TRUST | ISHARES US THEMA | $67.0M | 4.1%Prev: 4.0% | 1,884,208 SH | Decreased-421,468 SH |
| BLACKROCK ETF TRUST | US CARBON TRANS | $3.8M | 0.2%Prev: 0.4% | 56,266 SH | Decreased-65,216 SH |
| BLACKROCK ETF TRUST | WORLD EX US CARB | $669K | 0.0%Prev: 0.1% | 13,147 SH | Decreased-13,412 SH |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $2.6M | 0.2%Prev: 0.2% | 50,002 SH | Decreased-14,120 SH |
| BLACKROCK ETF TRUST II | ISHARES HIGH YIE | $8.1M | 0.5%Prev: 0.0% | 167,322 SH | Increased+166,839 SH |
| GLOBAL X FDS | US INFR DEV ETF | $344K | 0.0%Prev: 0.0% | 7,891 SH | Decreased-8,666 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $929K | 0.1%Prev: 0.1% | 15,175 SH | Decreased-34,885 SH |
| ISHARES GOLD TR | ISHARES NEW | $6.9M | 0.4%Prev: 1.0% | 110,351 SH | Decreased-130,759 SH |
| ISHARES INC | ESG AWR MSCI EM | $742K | 0.0%Prev: 0.1% | 18,944 SH | Decreased-28,419 SH |
| ISHARES INC | MSCI EMRG CHN | $28.2M | 1.7%Prev: 0.0% | 447,319 SH | Increased+447,008 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $2.9M | 0.2%Prev: 0.2% | 28,441 SH | Decreased-5,135 SH |
| ISHARES TR | 10+ YR INVST GRD | $901K | 0.1%Prev: 0.0% | 17,954 SH | Increased+17,832 SH |
| ISHARES TR | CORE S&P500 ETF | $210.9M | 12.9%Prev: 10.1% | 339,733 SH | Increased+17,659 SH |
| ISHARES TR | CORE TOTAL USD | $61.0M | 3.7%Prev: 3.5% | 1,319,100 SH | Decreased-234,664 SH |
| ISHARES TR | EAFE GRWTH ETF | $50.6M | 3.1%Prev: 2.0% | 452,138 SH | Increased+73,409 SH |
| ISHARES TR | EAFE VALUE ETF | $62.0M | 3.8%Prev: 3.4% | 976,092 SH | Decreased+19,338 SH |
| ISHARES TR | ESG ADV TTL USD | $1.7M | 0.1%Prev: 0.2% | 38,621 SH | Decreased-40,020 SH |
| ISHARES TR | ESG AWR MSCI USA | $1.4M | 0.1%Prev: 0.2% | 10,330 SH | Decreased-12,802 SH |
| ISHARES TR | ESG AWR US AGRGT | $935K | 0.1%Prev: 0.1% | 19,676 SH | Decreased-25,510 SH |
| ISHARES TR | ESG AWRE 1 5 YR | $29K | 0.0%Prev: 0.0% | 1,139 SH | Decreased-1,484 SH |
| ISHARES TR | ESG AWRE USD ETF | $595K | 0.0%Prev: 0.1% | 25,618 SH | Decreased-30,774 SH |
| ISHARES TR | ESG EAFE ETF | $1.2M | 0.1%Prev: 0.1% | 15,771 SH | Decreased-17,819 SH |
| ISHARES TR | ESG MSCI USA ETF | $1.8M | 0.1%Prev: 0.2% | 34,009 SH | Decreased-39,458 SH |
| ISHARES TR | GLOBAL ENERG ETF | $13K | 0.0%Prev: 0.0% | 327 SH | Increased+276 SH |
| ISHARES TR | HDG MSCI EAFE | $17.4M | 1.1%Prev: 0.0% | 457,873 SH | Increased+457,636 SH |
| ISHARES TR | HIGH YLD SYSTM B | $11.0M | 0.7%Prev: 0.0% | 231,698 SH | Increased+231,021 SH |
| ISHARES TR | IBOXX HI YD ETF | $3K | 0.0%Prev: 0.0% | 32 SH | Increased+18 SH |
| ISHARES TR | ISHS 1-5YR INVS | $2.2M | 0.1%Prev: 0.0% | 42,525 SH | Increased+42,341 SH |
| ISHARES TR | MSCI KLD400 SOC | $2.3M | 0.1%Prev: 0.2% | 19,886 SH | Decreased-22,904 SH |
| ISHARES TR | NATIONAL MUN ETF | $68.8M | 4.2%Prev: 3.2% | 658,127 SH | Increased+37,230 SH |
| ISHARES TR | S&P 500 GRWT ETF | $213.0M | 13.0%Prev: 12.3% | 1,934,851 SH | Decreased-314,318 SH |
| ISHARES TR | S&P 500 VAL ETF | $186.0M | 11.4%Prev: 10.0% | 951,932 SH | Decreased-28,033 SH |
| ISHARES TR | SHRT NAT MUN ETF | $1.5M | 0.1%Prev: 0.0% | 13,659 SH | Increased+13,629 SH |
| ISHARES TR | U.S. TECH ETF | $72.8M | 4.4%Prev: 0.0% | 420,020 SH | Increased+419,740 SH |
| SPDR SER TR | PORTFOLIO LN TSR | $28.1M | 1.7%Prev: 1.4% | 1,058,119 SH | Decreased-80,972 SH |
| TIDAL ETF TR | SOFI NEXT 500 | $12K | 0.0% | 783 SH | New |
| TIDAL ETF TR | SOFI SELECT 500 | $207.2M | 12.7%Prev: 10.6% | 1,753,995 SH | Decreased-358 SH |
| VANECK ETF TR | HIGH YLD MUNIETF | $1K | 0.0%Prev: 0.0% | 22 SH | Increased+2 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $18K | 0.0%Prev: 0.0% | 232 SH | Increased+135 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $30K | 0.0%Prev: 0.0% | 413 SH | Increased+362 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $8K | 0.0%Prev: 0.0% | 32 SH | Increased+7 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $57.4M | 3.5%Prev: 6.5% | 1,161,374 SH | Decreased-1,332,207 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $4K | 0.0%Prev: 0.0% | 70 SH | Increased+44 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $26.9M | 1.6%Prev: 1.9% | 579,898 SH | Decreased-252,577 SH |
| VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | $87.6M | 5.4%Prev: 3.7% | 1,536,797 SH | Increased+341,980 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 |