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CIK 0002023324 • 7 13F filings • Apr 17, 2025 – Oct 16, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $433K | 0.3% | 2,278 SH | |
| APPLE INC | COM | $1.5M | 1.1% | 6,613 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $206K | 0.2% | 386 SH | |
| COSTCO WHSL CORP NEW | COM | $221K | 0.2% | 234 SH | |
| ISHARES INC | ESG AWR MSCI EM | $4.3M | 3.2% | 124,178 SH | |
| ISHARES INC | MSCI GBL MIN VOL | $396K | 0.3% | 3,405 SH | |
| ISHARES TR | CORE DIV GRWTH | $421K | 0.3% | 6,812 SH | |
| ISHARES TR | CORE INTL AGGR | $935K | 0.7% | 18,713 SH | |
| ISHARES TR | CORE S&P500 ETF | $296K | 0.2% | 527 SH | |
| ISHARES TR | CORE TOTAL USD | $376K | 0.3% | 8,156 SH | |
| ISHARES TR | CORE US AGGBD ET | $3.7M | 2.8% | 37,864 SH | |
| ISHARES TR | CUR HD EURZN ETF | $864K | 0.6% | 22,162 SH | |
| ISHARES TR | ESG AW MSCI EAFE | $11.4M | 8.4% | 139,627 SH | |
| ISHARES TR | ESG AWARE MSCI | $4.3M | 3.1% | 110,654 SH | |
| ISHARES TR | ESG AWRE 1 5 YR | $3.2M | 2.4% | 127,799 SH | |
| ISHARES TR | ESG AWRE USD ETF | $3.5M | 2.6% | 151,143 SH | |
| ISHARES TR | ESG MSCI KLD 400 | $2.4M | 1.8% | 23,398 SH | |
| ISHARES TR | MRGSTR MD CP GRW | $1.6M | 1.1% | 21,735 SH | |
| ISHARES TR | MSCI USA ESG SLC | $230K | 0.2% | 2,006 SH | |
| ISHARES TR | MSCI USA QLT FCT | $4.8M | 3.6% | 28,148 SH | |
| ISHARES TR | NATIONAL MUN ETF | $629K | 0.5% | 5,961 SH | |
| ISHARES TR | NEW YORK MUN ETF | $339K | 0.3% | 6,435 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $1.1M | 0.8% | 3,017 SH | |
| ISHARES TR | RUS 1000 VAL ETF | $867K | 0.6% | 4,610 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $659K | 0.5% | 3,304 SH | |
| ISHARES TR | S&P MC 400GR ETF | $296K | 0.2% | 3,556 SH | |
| ISHARES TR | U.S. TECH ETF | $1.1M | 0.8% | 7,528 SH | |
| ISHARES U S ETF TR | SHORT DURATION B | $548K | 0.4% | 10,781 SH | |
| MICROSOFT CORP | COM | $861K | 0.6% | 2,293 SH | |
| NUSHARES ETF TR | NUVEEN ESG US | $12.6M | 9.3% | 569,691 SH | |
| NVIDIA CORPORATION | COM | $409K | 0.3% | 3,778 SH | |
| PEPSICO INC | COM | $374K | 0.3% | 2,492 SH | |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | $256K | 0.2% | 1,295 SH | |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $460K | 0.3% | 2,226 SH | |
| SPDR INDEX SHS FDS | MSCI EAFE STRTGC | $1.5M | 1.1% | 18,378 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $520K | 0.4% | 13,198 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $711K | 0.5% | 1,270 SH | |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $700K | 0.5% | 1,311 SH | |
| SPDR SER TR | BLOOMBERG HIGH Y | $781K | 0.6% | 8,194 SH | |
| SPDR SER TR | PORTFOLIO S&P600 | $212K | 0.2% | 5,194 SH | |
| SPDR SER TR | PRTFLO S&P500 HI | $1.3M | 0.9% | 28,814 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $338K | 0.3% | 4,324 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $517K | 0.4% | 1,006 SH | |
| VANGUARD INDEX FDS | SML CP GRW ETF | $1.3M | 1.0% | 5,316 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $259K | 0.2% | 5,715 SH | |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $6.1M | 4.5% | 103,854 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.8M | 1.3% | 9,118 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $346K | 0.3% | 6,806 SH | |
| VANGUARD WORLD FD | ESG US STK ETF | $53.2M | 39.3% | 542,738 SH | |
| WISDOMTREE TR | US MIDCAP FUND | $245K | 0.2% | 4,118 SH |
| 13F-HR |
| 0002023324-25-000002 |
| $163.3M |
| View |
| Jul 16, 2026 | Q2 2026 | 13F-HR | 0002023324-26-000004 | $158.8M | View |
| Jul 22, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004017 | $111.6M | View |
| Apr 15, 2026 | Q1 2026 | 13F-HR | 0002023324-26-000002 | $131.2M | View |
| Apr 17, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002165 | $135.2M | View |