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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 | $85.8M | 4.1% | 2,602,652 SH | New |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $210.2M | 10.1%Prev: 9.0% | 3,612,761 SH | Increased+1,166,829 SH |
| BLACKROCK ETF TRUST | ISHARES US THEMA | $83.5M | 4.0% | 2,305,676 SH | New |
| BLACKROCK ETF TRUST | US CARBON TRANS | $8.5M | 0.4%Prev: 0.2% | 121,482 SH | Increased+87,939 SH |
| BLACKROCK ETF TRUST | WORLD EX US CARB | $1.5M | 0.1%Prev: 0.0% | 26,559 SH | Increased+18,340 SH |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $3.3M | 0.2%Prev: 0.2% | 64,122 SH | Increased+18,013 SH |
| BLACKROCK ETF TRUST II | ISHARES HIGH YIE | $23K | 0.0% | 483 SH | New |
| GLOBAL X FDS | DEFENSE TECH ETF | $52.7M | 2.5% | 744,037 SH | New |
| GLOBAL X FDS | US INFR DEV ETF | $841K | 0.0%Prev: 0.0% | 16,557 SH | Increased+12,053 SH |
| INVESCO EXCH TRADED FD TR II | NATL AMT MUNI | $45.6M | 2.2% | 1,983,286 SH | New |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $1.9M | 0.1% | 50,060 SH | New |
| ISHARES GOLD TR | ISHARES NEW | $21.3M | 1.0% | 241,110 SH | New |
| ISHARES INC | ESG AWR MSCI EM | $2.2M | 0.1%Prev: 0.0% | 47,363 SH | Increased+34,662 SH |
| ISHARES INC | MSCI EMRG CHN | $24K | 0.0%Prev: 1.8% | 311 SH | Decreased-426,550 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $3.5M | 0.2% | 33,576 SH | New |
| ISHARES TR | 10+ YR INVST GRD | $6K | 0.0%Prev: 0.0% | 122 SH | Decreased-10,352 SH |
| ISHARES TR | CONV BD ETF | $1.6M | 0.1% | 15,308 SH | New |
| ISHARES TR | CORE MSCI EAFE | $2K | 0.0% | 27 SH | New |
| ISHARES TR | CORE S&P500 ETF | $210.4M | 10.1%Prev: 13.5% | 322,074 SH | Increased+1,918 SH |
| ISHARES TR | CORE TOTAL USD | $71.8M | 3.5%Prev: 4.3% | 1,553,764 SH | Increased+311,813 SH |
| ISHARES TR | EAFE GRWTH ETF | $42.2M | 2.0%Prev: 3.2% | 378,729 SH | Decreased-47,912 SH |
| ISHARES TR | EAFE VALUE ETF | $71.1M | 3.4%Prev: 4.1% | 956,754 SH | Increased+32,717 SH |
| ISHARES TR | ESG ADV TTL USD | $3.4M | 0.2%Prev: 0.1% | 78,641 SH | Increased+54,769 SH |
| ISHARES TR | ESG AWR MSCI USA | $3.3M | 0.2%Prev: 0.1% | 23,132 SH | Increased+16,997 SH |
| ISHARES TR | ESG AWR US AGRGT | $2.1M | 0.1%Prev: 0.0% | 45,186 SH | Increased+33,489 SH |
| ISHARES TR | ESG AWRE 1 5 YR | $66K | 0.0%Prev: 0.0% | 2,623 SH | Increased+2,005 SH |
| ISHARES TR | ESG AWRE USD ETF | $1.3M | 0.1%Prev: 0.0% | 56,392 SH | Increased+41,835 SH |
| ISHARES TR | ESG EAFE ETF | $2.5M | 0.1%Prev: 0.0% | 33,590 SH | Increased+23,875 SH |
| ISHARES TR | ESG MSCI USA ETF | $4.1M | 0.2%Prev: 0.1% | 73,467 SH | Increased+52,788 SH |
| ISHARES TR | GLOBAL ENERG ETF | $3K | 0.0%Prev: 0.0% | 51 SH | Decreased-273 SH |
| ISHARES TR | HDG MSCI EAFE | $10K | 0.0%Prev: 1.2% | 237 SH | Decreased-427,497 SH |
| ISHARES TR | HIGH YLD SYSTM B | $31K | 0.0% | 677 SH | New |
| ISHARES TR | IBOXX HI YD ETF | $1K | 0.0%Prev: 0.0% | 14 SH | Decreased-19 SH |
| ISHARES TR | ISHARES INTL CTR | $106.5M | 5.1% | 3,311,784 SH | New |
| ISHARES TR | ISHS 1-5YR INVS | $10K | 0.0%Prev: 0.2% | 184 SH | Decreased-40,262 SH |
| ISHARES TR | MSCI KLD400 SOC | $5.2M | 0.2%Prev: 0.1% | 42,790 SH | Increased+30,767 SH |
| ISHARES TR | NATIONAL MUN ETF | $65.9M | 3.2%Prev: 4.9% | 620,897 SH | Increased-288 SH |
| ISHARES TR | S&P 500 GRWT ETF | $254.4M | 12.3%Prev: 13.0% | 2,249,169 SH | Increased+392,161 SH |
| ISHARES TR | S&P 500 VAL ETF | $206.9M | 10.0%Prev: 12.9% | 979,965 SH | Increased+82,697 SH |
| ISHARES TR | SHRT NAT MUN ETF | $3K | 0.0%Prev: 0.1% | 30 SH | Decreased-11,479 SH |
| ISHARES TR | SYSTEMATIC BD ET | $2.5M | 0.1% | 27,556 SH | New |
| ISHARES TR | U.S. TECH ETF | $51K | 0.0%Prev: 4.3% | 280 SH | Decreased-404,976 SH |
| SPDR SER TR | PORTFOLIO LN TSR | $30.0M | 1.4%Prev: 2.0% | 1,139,091 SH | Increased+162,676 SH |
| TIDAL ETF TR | SOFI SELECT 500 | $219.0M | 10.6%Prev: 13.3% | 1,754,353 SH | Increased+16,815 SH |
| VANECK ETF TR | HIGH YLD MUNIETF | $1K | 0.0%Prev: 0.0% | 20 SH | Decreased-13 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $8K | 0.0%Prev: 0.0% | 97 SH | Decreased-185 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $4K | 0.0%Prev: 0.0% | 51 SH | Decreased-525 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $7K | 0.0%Prev: 0.0% | 25 SH | Decreased-51 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $134.8M | 6.5%Prev: 3.8% | 2,493,581 SH | Increased+1,372,897 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $1K | 0.0%Prev: 0.0% | 26 SH | Decreased-57 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $39.1M | 1.9%Prev: 1.9% | 832,475 SH | Increased+286,648 SH |
| VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | $76.6M | 3.7%Prev: 5.8% | 1,194,817 SH | Decreased-323,186 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 |