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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 | $340K | 0.3%Prev: 0.2% | 1,086 SH | Increased+59 SH |
| AMAZON COM INC | COM | $495K | 0.4%Prev: 0.3% | 2,144 SH | Increased+3 SH |
| APPLE INC | COM | $2.4M | 1.8%Prev: 1.4% | 8,679 SH | Increased-296 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $202K | 0.2% | 402 SH | New |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $220K | 0.2%Prev: 0.1% | 3,622 SH | Decreased-366 SH |
| BROADCOM INC | COM | $233K | 0.2%Prev: 0.1% | 674 SH | Increased+1 SH |
| ELI LILLY & CO | COM | $253K | 0.2% | 235 SH | New |
| ISHARES INC | ESG AWR MSCI EM | $6.0M | 4.6%Prev: 3.5% | 136,668 SH | Increased+5,933 SH |
| ISHARES INC | MSCI GBL MIN VOL | $379K | 0.3%Prev: 0.2% | 3,195 SH | Decreased-121 SH |
| ISHARES TR | CORE DIV GRWTH | $498K | 0.4%Prev: 0.3% | 7,174 SH | Decreased-554 SH |
| ISHARES TR | CORE S&P500 ETF | $336K | 0.3%Prev: 0.2% | 490 SH | Increased |
| ISHARES TR | CUR HD EURZN ETF | $796K | 0.6%Prev: 0.5% | 18,182 SH | Decreased-812 SH |
| ISHARES TR | ESG AW MSCI EAFE | $20.1M | 15.2%Prev: 11.4% | 211,591 SH | Increased+10,858 SH |
| ISHARES TR | ESG AWARE MSCI | $5.8M | 4.4%Prev: 3.4% | 126,344 SH | Increased+3,977 SH |
| ISHARES TR | ESG MSCI KLD 400 | $3.0M | 2.3%Prev: 1.8% | 23,214 SH | Increased-53 SH |
| ISHARES TR | ESG OPTIMIZED | $235K | 0.2%Prev: 0.1% | 1,689 SH | Increased+4 SH |
| ISHARES TR | MRGSTR MD CP GRW | $1.4M | 1.1%Prev: 0.9% | 17,772 SH | Decreased-928 SH |
| ISHARES TR | MSCI USA QLT FCT | $4.8M | 3.6%Prev: 2.9% | 23,976 SH | Increased-417 SH |
| ISHARES TR | RUS 1000 GRW ETF | $1.4M | 1.0%Prev: 0.9% | 2,891 SH | Decreased-101 SH |
| ISHARES TR | RUS 1000 VAL ETF | $745K | 0.6%Prev: 0.4% | 3,542 SH | Increased+1 SH |
| ISHARES TR | RUSSELL 2000 ETF | $731K | 0.6%Prev: 0.4% | 2,969 SH | Increased |
| ISHARES TR | S&P 500 VAL ETF | $227K | 0.2% | 1,072 SH | New |
| ISHARES TR | S&P MC 400GR ETF | $236K | 0.2%Prev: 0.1% | 2,435 SH | Increased |
| ISHARES TR | U.S. TECH ETF | $1.4M | 1.0%Prev: 0.8% | 6,844 SH | Increased+5 SH |
| JOHNSON & JOHNSON | COM | $254K | 0.2%Prev: 0.1% | 1,226 SH | Increased |
| MICRON TECHNOLOGY INC | COM | $551K | 0.4%Prev: 0.2% | 1,931 SH | Increased |
| MICROSOFT CORP | COM | $1.1M | 0.8%Prev: 0.7% | 2,298 SH | Decreased+2 SH |
| NVIDIA CORPORATION | COM | $841K | 0.6%Prev: 0.5% | 4,512 SH | Increased+7 SH |
| PEPSICO INC | COM | $206K | 0.2%Prev: 0.2% | 1,438 SH | Decreased-333 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $4.4M | 3.3%Prev: 2.6% | 210,418 SH | Increased+14,281 SH |
| SELECT SECTOR SPDR TR | STATE STREET CON | $297K | 0.2% | 2,490 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $574K | 0.4% | 3,984 SH | New |
| SPDR GOLD TR | GOLD SHS | $462K | 0.3%Prev: 0.3% | 1,167 SH | Increased |
| SPDR INDEX SHS FDS | MSCI EAFE STRTGC | $1.5M | 1.1%Prev: 0.9% | 16,114 SH | Decreased-517 SH |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $598K | 0.5%Prev: 0.4% | 12,785 SH | Increased+179 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $885K | 0.7%Prev: 0.5% | 1,298 SH | Increased |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $701K | 0.5%Prev: 0.4% | 1,161 SH | Increased+1 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $1.3M | 1.0% | 29,743 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.0M | 0.8%Prev: 0.6% | 1,634 SH | Increased+2 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $1.3M | 1.0%Prev: 0.9% | 4,449 SH | Decreased-251 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $282K | 0.2%Prev: 0.2% | 5,250 SH | Decreased-12 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.7M | 1.3%Prev: 1.1% | 7,941 SH | Increased-88 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $441K | 0.3%Prev: 0.3% | 7,065 SH | Increased+3 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $61.5M | 46.3%Prev: 35.8% | 508,123 SH | Increased+14,688 SH |
| VANGUARD WORLD FD | INF TECH ETF | $240K | 0.2%Prev: 0.1% | 318 SH | Increased+12 SH |
| WISDOMTREE TR | US MIDCAP FUND | $273K | 0.2%Prev: 0.2% | 4,086 SH | Increased-31 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 |