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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 | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $250K | 0.2%Prev: 0.3% | 1,027 SH | Decreased-135 SH |
| AMAZON COM INC | COM | $470K | 0.3%Prev: 0.3% | 2,141 SH | Decreased-40 SH |
| APPLE INC | COM | $2.3M | 1.4%Prev: 1.6% | 8,975 SH | Decreased+134 SH |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $236K | 0.1%Prev: 0.2% | 3,988 SH | Decreased+291 SH |
| BROADCOM INC | COM | $222K | 0.1%Prev: 0.2% | 673 SH | Decreased-76 SH |
| ISHARES INC | ESG AWR MSCI EM | $5.7M | 3.5%Prev: 5.1% | 130,735 SH | Decreased-16,881 SH |
| ISHARES INC | MSCI GBL MIN VOL | $398K | 0.2%Prev: 0.2% | 3,316 SH | Increased+492 SH |
| ISHARES TR | CORE DIV GRWTH | $526K | 0.3%Prev: 0.3% | 7,728 SH | Decreased+648 SH |
| ISHARES TR | CORE INTL AGGR | $935K | 0.6% | 18,243 SH | New |
| ISHARES TR | CORE S&P500 ETF | $328K | 0.2%Prev: 0.5% | 490 SH | Decreased-622 SH |
| ISHARES TR | CORE TOTAL USD | $585K | 0.4% | 12,532 SH | New |
| ISHARES TR | CORE US AGGBD ET | $12.1M | 7.4% | 120,657 SH | New |
| ISHARES TR | CUR HD EURZN ETF | $801K | 0.5%Prev: 0.7% | 18,994 SH | Decreased-2,671 SH |
| ISHARES TR | ESG AW MSCI EAFE | $18.7M | 11.4%Prev: 15.1% | 200,733 SH | Decreased-32,261 SH |
| ISHARES TR | ESG AWARE MSCI | $5.5M | 3.4%Prev: 4.8% | 122,367 SH | Decreased-12,897 SH |
| ISHARES TR | ESG AWRE 1 5 YR | $2.3M | 1.4% | 92,752 SH | New |
| ISHARES TR | ESG AWRE USD ETF | $5.6M | 3.4% | 235,868 SH | New |
| ISHARES TR | ESG MSCI KLD 400 | $2.9M | 1.8% | 23,267 SH | New |
| ISHARES TR | ESG OPTIMIZED | $229K | 0.1%Prev: 0.2% | 1,685 SH | Decreased-108 SH |
| ISHARES TR | MRGSTR MD CP GRW | $1.5M | 0.9%Prev: 1.3% | 18,700 SH | Decreased-3,071 SH |
| ISHARES TR | MSCI USA QLT FCT | $4.7M | 2.9%Prev: 3.6% | 24,393 SH | Decreased-1,891 SH |
| ISHARES TR | NATIONAL MUN ETF | $487K | 0.3% | 4,571 SH | New |
| ISHARES TR | NEW YORK MUN ETF | $286K | 0.2% | 5,364 SH | New |
| ISHARES TR | RUS 1000 GRW ETF | $1.4M | 0.9%Prev: 0.3% | 2,992 SH | Increased-1,065 SH |
| ISHARES TR | RUS 1000 VAL ETF | $721K | 0.4%Prev: 0.5% | 3,541 SH | Decreased+186 SH |
| ISHARES TR | RUSSELL 2000 ETF | $718K | 0.4%Prev: 0.3% | 2,969 SH | Increased+1,160 SH |
| ISHARES TR | S&P MC 400GR ETF | $233K | 0.1%Prev: 0.2% | 2,435 SH | Decreased-2 SH |
| ISHARES TR | U.S. TECH ETF | $1.3M | 0.8%Prev: 0.7% | 6,839 SH | Increased+2,384 SH |
| ISHARES U S ETF TR | SHORT DURATION B | $427K | 0.3% | 8,322 SH | New |
| JOHNSON & JOHNSON | COM | $227K | 0.1%Prev: 0.2% | 1,226 SH | Decreased-106 SH |
| MICRON TECHNOLOGY INC | COM | $323K | 0.2%Prev: 1.0% | 1,931 SH | Decreased+606 SH |
| MICROSOFT CORP | COM | $1.2M | 0.7%Prev: 0.5% | 2,296 SH | Increased-14 SH |
| NUSHARES ETF TR | NUVEEN ESG US | $4.1M | 2.5% | 183,799 SH | New |
| NVIDIA CORPORATION | COM | $841K | 0.5%Prev: 0.6% | 4,505 SH | Decreased-172 SH |
| PEPSICO INC | COM | $249K | 0.2% | 1,771 SH | New |
| SCHWAB STRATEGIC TR | US REIT ETF | $4.2M | 2.6%Prev: 3.7% | 196,137 SH | Decreased-48,951 SH |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | $298K | 0.2% | 1,245 SH | New |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $564K | 0.3% | 1,999 SH | New |
| SPDR GOLD TR | GOLD SHS | $415K | 0.3% | 1,167 SH | New |
| SPDR INDEX SHS FDS | MSCI EAFE STRTGC | $1.5M | 0.9% | 16,631 SH | New |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $590K | 0.4% | 12,606 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $865K | 0.5% | 1,298 SH | New |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $692K | 0.4% | 1,160 SH | New |
| SPDR SERIES TRUST | BLOOMBERG HIGH Y | $671K | 0.4% | 6,846 SH | New |
| SPDR SERIES TRUST | PORTFOLIO S&P600 | $217K | 0.1% | 4,691 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 HI | $1.1M | 0.7% | 25,468 SH | New |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $333K | 0.2% | 4,216 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $999K | 0.6%Prev: 0.7% | 1,632 SH | Decreased+44 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $1.4M | 0.9%Prev: 1.3% | 4,700 SH | Decreased-799 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $285K | 0.2%Prev: 0.2% | 5,262 SH | Decreased+46 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $9.2M | 5.6% | 155,724 SH | New |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.7M | 1.1%Prev: 1.1% | 8,029 SH | Decreased+632 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $423K | 0.3%Prev: 0.3% | 7,062 SH | Decreased+151 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $58.4M | 35.8%Prev: 45.9% | 493,435 SH | Decreased-57,974 SH |
| VANGUARD WORLD FD | INF TECH ETF | $228K | 0.1%Prev: 0.2% | 306 SH | Decreased-2,241 SH |
| WISDOMTREE TR | US MIDCAP FUND | $271K | 0.2%Prev: 0.2% | 4,117 SH | Decreased+144 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 |