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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 | $60.3M | 3.2%Prev: 5.6% | 1,764,821 SH | Decreased-870,784 SH |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $182.7M | 9.8%Prev: 10.4% | 3,085,571 SH | Decreased-706,357 SH |
| BLACKROCK ETF TRUST | ISHARES US THEMA | $75.3M | 4.1%Prev: 4.2% | 1,987,648 SH | Decreased-424,382 SH |
| BLACKROCK ETF TRUST | US CARBON TRANS | $5.7M | 0.3%Prev: 0.5% | 78,652 SH | Decreased-69,924 SH |
| BLACKROCK ETF TRUST | WORLD EX US CARB | $976K | 0.1%Prev: 0.1% | 18,311 SH | Decreased-15,126 SH |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $2.8M | 0.2%Prev: 0.1% | 53,168 SH | Decreased-11,086 SH |
| BLACKROCK ETF TRUST II | ISHARES HIGH YIE | $14.1M | 0.8%Prev: 0.0% | 286,896 SH | Increased+286,520 SH |
| GLOBAL X FDS | DEFENSE TECH ETF | $40.1M | 2.2%Prev: 2.0% | 570,199 SH | Decreased-253,393 SH |
| GLOBAL X FDS | US INFR DEV ETF | $529K | 0.0%Prev: 0.0% | 11,115 SH | Decreased-7,551 SH |
| INVESCO EXCH TRADED FD TR II | NATL AMT MUNI | $10.1M | 0.5%Prev: 2.0% | 438,287 SH | Decreased-1,720,594 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $1.4M | 0.1%Prev: 0.1% | 21,193 SH | Decreased-42,881 SH |
| ISHARES GOLD TR | ISHARES NEW | $19.3M | 1.0%Prev: 0.8% | 265,106 SH | Decreased+1,738 SH |
| ISHARES INC | ESG AWR MSCI EM | $1.2M | 0.1%Prev: 0.1% | 26,488 SH | Decreased-32,660 SH |
| ISHARES INC | MSCI EMRG CHN | $42K | 0.0%Prev: 0.0% | 619 SH | Increased+423 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $3.0M | 0.2%Prev: 0.1% | 28,756 SH | Decreased-4,835 SH |
| ISHARES TR | 10+ YR INVST GRD | $1.3M | 0.1%Prev: 0.0% | 24,985 SH | Increased+24,867 SH |
| ISHARES TR | CORE S&P500 ETF | $211.0M | 11.4%Prev: 10.2% | 315,252 SH | Decreased-22,909 SH |
| ISHARES TR | CORE TOTAL USD | $53.2M | 2.9%Prev: 3.0% | 1,138,863 SH | Decreased-477,040 SH |
| ISHARES TR | EAFE GRWTH ETF | $57.2M | 3.1%Prev: 2.0% | 502,164 SH | Increased+103,189 SH |
| ISHARES TR | EAFE VALUE ETF | $70.7M | 3.8%Prev: 3.1% | 1,041,979 SH | Decreased+31,415 SH |
| ISHARES TR | ESG ADV TTL USD | $2.2M | 0.1%Prev: 0.2% | 49,487 SH | Decreased-44,211 SH |
| ISHARES TR | ESG AWR MSCI USA | $2.1M | 0.1%Prev: 0.2% | 14,538 SH | Decreased-11,635 SH |
| ISHARES TR | ESG AWR US AGRGT | $1.2M | 0.1%Prev: 0.1% | 25,950 SH | Decreased-23,840 SH |
| ISHARES TR | ESG AWRE 1 5 YR | $36K | 0.0%Prev: 0.0% | 1,414 SH | Decreased-1,195 SH |
| ISHARES TR | ESG AWRE USD ETF | $807K | 0.0%Prev: 0.1% | 34,265 SH | Decreased-27,700 SH |
| ISHARES TR | ESG EAFE ETF | $1.7M | 0.1%Prev: 0.1% | 22,428 SH | Decreased-20,706 SH |
| ISHARES TR | ESG MSCI USA ETF | $2.7M | 0.1%Prev: 0.2% | 46,904 SH | Decreased-40,951 SH |
| ISHARES TR | HDG MSCI EAFE | $21K | 0.0%Prev: 0.0% | 519 SH | Increased+364 SH |
| ISHARES TR | HIGH YLD SYSTM B | $14.3M | 0.8%Prev: 0.0% | 299,880 SH | Increased+299,542 SH |
| ISHARES TR | IBOXX HI YD ETF | $2K | 0.0%Prev: 0.0% | 20 SH | Increased+7 SH |
| ISHARES TR | ISHS 1-5YR INVS | $1.9M | 0.1%Prev: 0.0% | 35,503 SH | Increased+35,454 SH |
| ISHARES TR | MSCI KLD400 SOC | $3.5M | 0.2%Prev: 0.3% | 27,616 SH | Decreased-24,403 SH |
| ISHARES TR | NATIONAL MUN ETF | $61.5M | 3.3%Prev: 2.9% | 577,779 SH | Decreased-88,714 SH |
| ISHARES TR | S&P 500 GRWT ETF | $230.0M | 12.4%Prev: 13.0% | 1,905,256 SH | Decreased-443,795 SH |
| ISHARES TR | S&P 500 VAL ETF | $199.3M | 10.7%Prev: 9.5% | 964,917 SH | Decreased-73,506 SH |
| ISHARES TR | SHRT NAT MUN ETF | $93K | 0.0%Prev: 0.0% | 875 SH | Increased+853 SH |
| ISHARES TR | U.S. TECH ETF | $19.6M | 1.1%Prev: 0.0% | 100,010 SH | Increased+99,843 SH |
| SPDR SER TR | PORTFOLIO LN TSR | $35.2M | 1.9%Prev: 1.3% | 1,307,973 SH | Increased+86,914 SH |
| TIDAL ETF TR | SOFI NEXT 500 | $12K | 0.0% | 723 SH | New |
| TIDAL ETF TR | SOFI SELECT 500 | $224.0M | 12.1%Prev: 10.9% | 1,733,668 SH | Decreased-92,558 SH |
| VANECK ETF TR | HIGH YLD MUNIETF | $1K | 0.0%Prev: 0.0% | 23 SH | Increased+12 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $13K | 0.0%Prev: 0.0% | 168 SH | Increased+38 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $17K | 0.0%Prev: 0.0% | 223 SH | Decreased-894 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $8K | 0.0%Prev: 0.0% | 30 SH | Increased+10 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $122.5M | 6.6%Prev: 6.3% | 2,260,818 SH | Decreased-362,256 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $3K | 0.0%Prev: 0.0% | 50 SH | Increased+32 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $30.7M | 1.7%Prev: 1.6% | 653,401 SH | Decreased-213,700 SH |
| VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | $92.7M | 5.0%Prev: 3.6% | 1,547,796 SH | Increased+292,877 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 |