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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 | $138.9M | 5.6% | 2,635,605 SH | New |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $257.9M | 10.4%Prev: 8.5% | 3,791,928 SH | Increased+1,237,486 SH |
| BLACKROCK ETF TRUST | ISHARES US THEMA | $104.0M | 4.2%Prev: 4.1% | 2,412,030 SH | Increased+527,822 SH |
| BLACKROCK ETF TRUST | US CARBON TRANS | $11.9M | 0.5%Prev: 0.2% | 148,576 SH | Increased+92,310 SH |
| BLACKROCK ETF TRUST | WORLD EX US CARB | $1.9M | 0.1%Prev: 0.0% | 33,437 SH | Increased+20,290 SH |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $3.4M | 0.1%Prev: 0.2% | 64,254 SH | Increased+14,252 SH |
| BLACKROCK ETF TRUST II | ISHARES HIGH YIE | $19K | 0.0%Prev: 0.5% | 376 SH | Decreased-166,946 SH |
| GLOBAL X FDS | DEFENSE TECH ETF | $49.2M | 2.0% | 823,592 SH | New |
| GLOBAL X FDS | US INFR DEV ETF | $1.1M | 0.0%Prev: 0.0% | 18,666 SH | Increased+10,775 SH |
| INVESCO EXCH TRADED FD TR II | NATL AMT MUNI | $50.8M | 2.0% | 2,158,881 SH | New |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $2.1M | 0.1%Prev: 0.1% | 64,074 SH | Increased+48,899 SH |
| ISHARES GOLD TR | ISHARES NEW | $19.9M | 0.8%Prev: 0.4% | 263,368 SH | Increased+153,017 SH |
| ISHARES INC | ESG AWR MSCI EM | $3.2M | 0.1%Prev: 0.0% | 59,148 SH | Increased+40,204 SH |
| ISHARES INC | MSCI EMRG CHN | $20K | 0.0%Prev: 1.7% | 196 SH | Decreased-447,123 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $3.4M | 0.1%Prev: 0.2% | 33,591 SH | Increased+5,150 SH |
| ISHARES TR | 10+ YR INVST GRD | $6K | 0.0%Prev: 0.1% | 118 SH | Decreased-17,836 SH |
| ISHARES TR | CONV BD ETF | $1.8M | 0.1% | 14,733 SH | New |
| ISHARES TR | CORE MSCI EAFE | $41K | 0.0% | 425 SH | New |
| ISHARES TR | CORE S&P500 ETF | $253.2M | 10.2%Prev: 12.9% | 338,161 SH | Increased-1,572 SH |
| ISHARES TR | CORE TOTAL USD | $74.6M | 3.0%Prev: 3.7% | 1,615,903 SH | Increased+296,803 SH |
| ISHARES TR | EAFE GRWTH ETF | $49.6M | 2.0%Prev: 3.1% | 398,975 SH | Decreased-53,163 SH |
| ISHARES TR | EAFE VALUE ETF | $77.4M | 3.1%Prev: 3.8% | 1,010,564 SH | Increased+34,472 SH |
| ISHARES TR | ESG ADV TTL USD | $4.1M | 0.2%Prev: 0.1% | 93,698 SH | Increased+55,077 SH |
| ISHARES TR | ESG AWR MSCI USA | $4.3M | 0.2%Prev: 0.1% | 26,173 SH | Increased+15,843 SH |
| ISHARES TR | ESG AWR US AGRGT | $2.4M | 0.1%Prev: 0.1% | 49,790 SH | Increased+30,114 SH |
| ISHARES TR | ESG AWRE 1 5 YR | $65K | 0.0%Prev: 0.0% | 2,609 SH | Increased+1,470 SH |
| ISHARES TR | ESG AWRE USD ETF | $1.4M | 0.1%Prev: 0.0% | 61,965 SH | Increased+36,347 SH |
| ISHARES TR | ESG EAFE ETF | $3.6M | 0.1%Prev: 0.1% | 43,134 SH | Increased+27,363 SH |
| ISHARES TR | ESG MSCI USA ETF | $6.1M | 0.2%Prev: 0.1% | 87,855 SH | Increased+53,846 SH |
| ISHARES TR | GLOBAL ENERG ETF | $927 | 0.0%Prev: 0.0% | 19 SH | Decreased-308 SH |
| ISHARES TR | HDG MSCI EAFE | $7K | 0.0%Prev: 1.1% | 155 SH | Decreased-457,718 SH |
| ISHARES TR | HIGH YLD SYSTM B | $16K | 0.0%Prev: 0.7% | 338 SH | Decreased-231,360 SH |
| ISHARES TR | IBOXX HI YD ETF | $1K | 0.0%Prev: 0.0% | 13 SH | Decreased-19 SH |
| ISHARES TR | ISHARES INTL CTR | $127.4M | 5.1% | 3,481,503 SH | New |
| ISHARES TR | ISHS 1-5YR INVS | $3K | 0.0%Prev: 0.1% | 49 SH | Decreased-42,476 SH |
| ISHARES TR | MSCI KLD400 SOC | $7.4M | 0.3%Prev: 0.1% | 52,019 SH | Increased+32,133 SH |
| ISHARES TR | NATIONAL MUN ETF | $71.7M | 2.9%Prev: 4.2% | 666,493 SH | Increased+8,366 SH |
| ISHARES TR | S&P 500 GRWT ETF | $323.1M | 13.0%Prev: 13.0% | 2,349,051 SH | Increased+414,200 SH |
| ISHARES TR | S&P 500 VAL ETF | $235.8M | 9.5%Prev: 11.4% | 1,038,423 SH | Increased+86,491 SH |
| ISHARES TR | SHRT NAT MUN ETF | $2K | 0.0%Prev: 0.1% | 22 SH | Decreased-13,637 SH |
| ISHARES TR | SYSTEMATIC BD ET | $2.4M | 0.1% | 27,372 SH | New |
| ISHARES TR | U.S. TECH ETF | $42K | 0.0%Prev: 4.4% | 167 SH | Decreased-419,853 SH |
| SPDR SER TR | PORTFOLIO LN TSR | $32.0M | 1.3%Prev: 1.7% | 1,221,059 SH | Increased+162,940 SH |
| TIDAL ETF TR | SOFI SELECT 500 | $271.9M | 10.9%Prev: 12.7% | 1,826,226 SH | Increased+72,231 SH |
| VANECK ETF TR | HIGH YLD MUNIETF | $577 | 0.0%Prev: 0.0% | 11 SH | Decreased-11 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $10K | 0.0%Prev: 0.0% | 130 SH | Decreased-102 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $82K | 0.0%Prev: 0.0% | 1,117 SH | Increased+704 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $6K | 0.0%Prev: 0.0% | 20 SH | Decreased-12 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $156.6M | 6.3%Prev: 3.5% | 2,623,074 SH | Increased+1,461,700 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $919 | 0.0%Prev: 0.0% | 18 SH | Decreased-52 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $40.6M | 1.6%Prev: 1.6% | 867,101 SH | Increased+287,203 SH |
| VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | $89.4M | 3.6%Prev: 5.4% | 1,254,919 SH | Increased-281,878 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 |