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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 | $312K | 0.2% | 1,086 SH | New |
| ALPHABET INC | CAP STK CL C | $351K | 0.3% | 1,223 SH | New |
| AMAZON COM INC | COM | $440K | 0.3%Prev: 0.3% | 2,111 SH | Increased-167 SH |
| APPLE INC | COM | $2.3M | 1.7%Prev: 1.1% | 9,040 SH | Increased+2,427 SH |
| BROADCOM INC | COM | $208K | 0.2% | 673 SH | New |
| ELI LILLY & CO | COM | $216K | 0.2% | 235 SH | New |
| ISHARES INC | ESG AWR MSCI EM | $6.4M | 4.9%Prev: 3.2% | 141,849 SH | Increased+17,671 SH |
| ISHARES INC | MSCI GBL MIN VOL | $382K | 0.3%Prev: 0.3% | 3,196 SH | Decreased-209 SH |
| ISHARES TR | CORE DIV GRWTH | $504K | 0.4%Prev: 0.3% | 7,175 SH | Increased+363 SH |
| ISHARES TR | CORE S&P500 ETF | $403K | 0.3%Prev: 0.2% | 617 SH | Increased+90 SH |
| ISHARES TR | CUR HD EURZN ETF | $776K | 0.6%Prev: 0.6% | 17,749 SH | Decreased-4,413 SH |
| ISHARES TR | ESG AW MSCI EAFE | $20.9M | 16.0%Prev: 8.4% | 219,010 SH | Increased+79,383 SH |
| ISHARES TR | ESG AWARE MSCI | $6.1M | 4.7%Prev: 3.1% | 130,308 SH | Increased+19,654 SH |
| ISHARES TR | ESG MSCI KLD 400 | $2.8M | 2.1%Prev: 1.8% | 23,151 SH | Increased-247 SH |
| ISHARES TR | ESG OPTIMIZED | $224K | 0.2% | 1,694 SH | New |
| ISHARES TR | MRGSTR MD CP GRW | $1.4M | 1.1%Prev: 1.1% | 17,647 SH | Decreased-4,088 SH |
| ISHARES TR | MSCI USA QLT FCT | $4.5M | 3.4%Prev: 3.6% | 23,391 SH | Decreased-4,757 SH |
| ISHARES TR | RUS 1000 GRW ETF | $1.2M | 0.9%Prev: 0.8% | 2,845 SH | Increased-172 SH |
| ISHARES TR | RUS 1000 VAL ETF | $758K | 0.6%Prev: 0.6% | 3,548 SH | Decreased-1,062 SH |
| ISHARES TR | RUSSELL 2000 ETF | $737K | 0.6%Prev: 0.5% | 2,973 SH | Increased-331 SH |
| ISHARES TR | S&P MC 400GR ETF | $245K | 0.2%Prev: 0.2% | 2,435 SH | Decreased-1,121 SH |
| ISHARES TR | U.S. TECH ETF | $1.2M | 0.9%Prev: 0.8% | 6,852 SH | Increased-676 SH |
| JOHNSON & JOHNSON | COM | $305K | 0.2% | 1,249 SH | New |
| MICRON TECHNOLOGY INC | COM | $502K | 0.4% | 1,487 SH | New |
| MICROSOFT CORP | COM | $850K | 0.6%Prev: 0.6% | 2,297 SH | Decreased+4 SH |
| NVIDIA CORPORATION | COM | $788K | 0.6%Prev: 0.3% | 4,518 SH | Increased+740 SH |
| PEMBINA PIPELINE CORP | COM | $209K | 0.2% | 4,680 SH | New |
| PEPSICO INC | COM | $209K | 0.2%Prev: 0.3% | 1,348 SH | Decreased-1,144 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $4.9M | 3.7% | 227,071 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET CON | $271K | 0.2% | 2,490 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $519K | 0.4% | 3,907 SH | New |
| SPDR GOLD TR | GOLD SHS | $502K | 0.4% | 1,167 SH | New |
| SPDR INDEX SHS FDS | STATE STREET SPD | $2.0M | 1.5% | 27,738 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $1.6M | 1.2% | 31,796 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $845K | 0.6% | 1,299 SH | New |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | $713K | 0.5% | 1,156 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $968K | 0.7%Prev: 0.4% | 1,620 SH | Increased+614 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $1.3M | 1.0%Prev: 1.0% | 4,379 SH | Decreased-937 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $282K | 0.2%Prev: 0.2% | 5,216 SH | Increased-499 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.7M | 1.3%Prev: 1.3% | 7,945 SH | Decreased-1,173 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $443K | 0.3%Prev: 0.3% | 6,910 SH | Increased+104 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $59.2M | 45.2%Prev: 39.3% | 527,621 SH | Increased-15,117 SH |
| VANGUARD WORLD FD | INF TECH ETF | $222K | 0.2% | 318 SH | New |
| WISDOMTREE TR | US MIDCAP FUND | $272K | 0.2%Prev: 0.2% | 4,043 SH | Increased-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 |