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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 | $508K | 0.5%Prev: 0.3% | 2,251 SH | Increased+140 SH |
| APPLE INC | COM | $1.9M | 1.7%Prev: 1.7% | 9,021 SH | Decreased-19 SH |
| COSTCO WHSL CORP NEW | COM | $230K | 0.2% | 234 SH | New |
| ISHARES INC | ESG AWR MSCI EM | $5.1M | 4.5%Prev: 4.9% | 128,478 SH | Decreased-13,371 SH |
| ISHARES INC | MSCI GBL MIN VOL | $397K | 0.4%Prev: 0.3% | 3,371 SH | Increased+175 SH |
| ISHARES TR | CORE DIV GRWTH | $481K | 0.4%Prev: 0.4% | 7,409 SH | Decreased+234 SH |
| ISHARES TR | CORE S&P500 ETF | $313K | 0.3%Prev: 0.3% | 498 SH | Decreased-119 SH |
| ISHARES TR | CUR HD EURZN ETF | $750K | 0.7%Prev: 0.6% | 18,474 SH | Decreased+725 SH |
| ISHARES TR | ESG AW MSCI EAFE | $17.0M | 15.2%Prev: 16.0% | 191,740 SH | Decreased-27,270 SH |
| ISHARES TR | ESG AWARE MSCI | $5.1M | 4.5%Prev: 4.7% | 119,225 SH | Decreased-11,083 SH |
| ISHARES TR | ESG MSCI KLD 400 | $2.7M | 2.5%Prev: 2.1% | 23,341 SH | Decreased+190 SH |
| ISHARES TR | ESG OPTIMIZED | $214K | 0.2%Prev: 0.2% | 1,681 SH | Decreased-13 SH |
| ISHARES TR | MRGSTR MD CP GRW | $1.5M | 1.3%Prev: 1.1% | 18,101 SH | Increased+454 SH |
| ISHARES TR | MSCI USA QLT FCT | $4.4M | 3.9%Prev: 3.4% | 23,700 SH | Decreased+309 SH |
| ISHARES TR | RUS 1000 GRW ETF | $1.3M | 1.1%Prev: 0.9% | 2,992 SH | Increased+147 SH |
| ISHARES TR | RUS 1000 VAL ETF | $740K | 0.7%Prev: 0.6% | 3,763 SH | Decreased+215 SH |
| ISHARES TR | RUSSELL 2000 ETF | $672K | 0.6%Prev: 0.6% | 3,011 SH | Decreased+38 SH |
| ISHARES TR | S&P MC 400GR ETF | $267K | 0.2%Prev: 0.2% | 2,875 SH | Increased+440 SH |
| ISHARES TR | U.S. TECH ETF | $1.3M | 1.2%Prev: 0.9% | 7,456 SH | Increased+604 SH |
| MICRON TECHNOLOGY INC | COM | $229K | 0.2%Prev: 0.4% | 1,931 SH | Decreased+444 SH |
| MICROSOFT CORP | COM | $1.2M | 1.0%Prev: 0.6% | 2,292 SH | Increased-5 SH |
| NVIDIA CORPORATION | COM | $619K | 0.6%Prev: 0.6% | 3,772 SH | Decreased-746 SH |
| PEPSICO INC | COM | $281K | 0.3%Prev: 0.2% | 2,070 SH | Increased+722 SH |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | $288K | 0.3% | 1,295 SH | New |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $499K | 0.4% | 1,951 SH | New |
| SPDR INDEX SHS FDS | MSCI EAFE STRTGC | $1.4M | 1.2% | 16,255 SH | New |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $502K | 0.5% | 11,722 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $795K | 0.7% | 1,272 SH | New |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $682K | 0.6% | 1,173 SH | New |
| SPDR SERIES TRUST | PORTFOLIO S&P600 | $207K | 0.2% | 4,691 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 HI | $1.0M | 0.9% | 23,365 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $940K | 0.8%Prev: 0.7% | 1,636 SH | Decreased+16 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $1.3M | 1.1%Prev: 1.0% | 4,538 SH | Decreased+159 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $273K | 0.2%Prev: 0.2% | 5,492 SH | Decreased+276 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.8M | 1.6%Prev: 1.3% | 8,688 SH | Increased+743 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $402K | 0.4%Prev: 0.3% | 7,061 SH | Decreased+151 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $54.1M | 48.5%Prev: 45.2% | 489,308 SH | Decreased-38,313 SH |
| VANGUARD WORLD FD | INF TECH ETF | $205K | 0.2%Prev: 0.2% | 306 SH | Decreased-12 SH |
| WISDOMTREE TR | US MIDCAP FUND | $262K | 0.2%Prev: 0.2% | 4,118 SH | Decreased+75 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 |