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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 | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $538K | 0.3% | 926 SH | New |
| ALPHABET INC | CAP STK CL A | $415K | 0.3% | 1,162 SH | New |
| ALPHABET INC | CAP STK CL C | $342K | 0.2% | 969 SH | New |
| AMAZON COM INC | COM | $520K | 0.3%Prev: 0.5% | 2,181 SH | Increased-70 SH |
| APPLE INC | COM | $2.6M | 1.6%Prev: 1.7% | 8,841 SH | Increased-180 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $217K | 0.1% | 434 SH | New |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $251K | 0.2% | 3,697 SH | New |
| BROADCOM INC | COM | $283K | 0.2% | 749 SH | New |
| ELI LILLY & CO | COM | $302K | 0.2% | 252 SH | New |
| ISHARES INC | ESG AWR MSCI EM | $8.1M | 5.1%Prev: 4.5% | 147,616 SH | Increased+19,138 SH |
| ISHARES INC | MSCI GBL MIN VOL | $339K | 0.2%Prev: 0.4% | 2,824 SH | Decreased-547 SH |
| ISHARES TR | CORE DIV GRWTH | $537K | 0.3%Prev: 0.4% | 7,080 SH | Increased-329 SH |
| ISHARES TR | CORE S&P500 ETF | $833K | 0.5%Prev: 0.3% | 1,112 SH | Increased+614 SH |
| ISHARES TR | CUR HD EURZN ETF | $1.1M | 0.7%Prev: 0.7% | 21,665 SH | Increased+3,191 SH |
| ISHARES TR | ESG AW MSCI EAFE | $24.0M | 15.1%Prev: 15.2% | 232,994 SH | Increased+41,254 SH |
| ISHARES TR | ESG AWARE MSCI | $7.6M | 4.8%Prev: 4.5% | 135,264 SH | Increased+16,039 SH |
| ISHARES TR | ESG MSCI KLD ETF | $3.3M | 2.1% | 23,005 SH | New |
| ISHARES TR | ESG OPTIMIZED | $277K | 0.2%Prev: 0.2% | 1,793 SH | Increased+112 SH |
| ISHARES TR | MRGSTR MD CP GRW | $2.1M | 1.3%Prev: 1.3% | 21,771 SH | Increased+3,670 SH |
| ISHARES TR | MSCI USA QLT FCT | $5.8M | 3.6%Prev: 3.9% | 26,284 SH | Increased+2,584 SH |
| ISHARES TR | RUS 1000 GRW ETF | $504K | 0.3%Prev: 1.1% | 4,057 SH | Decreased+1,065 SH |
| ISHARES TR | RUS 1000 VAL ETF | $813K | 0.5%Prev: 0.7% | 3,355 SH | Increased-408 SH |
| ISHARES TR | RUSSELL 2000 ETF | $544K | 0.3%Prev: 0.6% | 1,809 SH | Decreased-1,202 SH |
| ISHARES TR | S&P 500 GRWT ETF | $263K | 0.2% | 1,909 SH | New |
| ISHARES TR | S&P 500 VAL ETF | $226K | 0.1% | 995 SH | New |
| ISHARES TR | S&P MC 400GR ETF | $286K | 0.2%Prev: 0.2% | 2,437 SH | Increased-438 SH |
| ISHARES TR | U.S. TECH ETF | $1.1M | 0.7%Prev: 1.2% | 4,455 SH | Decreased-3,001 SH |
| JOHNSON & JOHNSON | COM | $338K | 0.2% | 1,332 SH | New |
| LISTED FDS TR | WAHED FTSE ETF | $221K | 0.1% | 3,100 SH | New |
| MICRON TECHNOLOGY INC | COM | $1.5M | 1.0%Prev: 0.2% | 1,325 SH | Increased-606 SH |
| MICROSOFT CORP | COM | $862K | 0.5%Prev: 1.0% | 2,310 SH | Decreased+18 SH |
| NVIDIA CORPORATION | COM | $936K | 0.6%Prev: 0.6% | 4,677 SH | Increased+905 SH |
| PEMBINA PIPELINE CORP | COM | $216K | 0.1% | 4,680 SH | New |
| SCHWAB STRATEGIC TR | US REIT ETF | $5.8M | 3.7% | 245,088 SH | New |
| SELECT SECTOR SPDR TR | ST STR DISCR ETF | $280K | 0.2% | 2,386 SH | New |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $860K | 0.5% | 4,512 SH | New |
| SPDR INDEX SHS FDS | ST PORT MARK ETF | $672K | 0.4% | 12,987 SH | New |
| SPDR INDEX SHS FDS | ST STR MSCI EAFE | $1.8M | 1.1% | 18,953 SH | New |
| SPDR SERIES TRUST | ST STR SP500DIV | $1.5M | 1.0% | 32,407 SH | New |
| SPDR SERIES TRUST | ST STR SP600 SML | $264K | 0.2% | 4,570 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $360K | 0.2% | 482 SH | New |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | $389K | 0.2% | 553 SH | New |
| TIDAL TRUST I | SP FDS S&P 500 | $222K | 0.1% | 3,855 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.1M | 0.7%Prev: 0.8% | 1,588 SH | Increased-48 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $2.0M | 1.3%Prev: 1.1% | 5,499 SH | Increased+961 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $311K | 0.2%Prev: 0.2% | 5,216 SH | Increased-276 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | $285K | 0.2% | 841 SH | New |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.8M | 1.1%Prev: 1.6% | 7,397 SH | Decreased-1,291 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $492K | 0.3%Prev: 0.4% | 6,911 SH | Increased-150 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $72.9M | 45.9%Prev: 48.5% | 551,409 SH | Increased+62,101 SH |
| VANGUARD WORLD FD | INF TECH ETF | $304K | 0.2%Prev: 0.2% | 2,547 SH | Increased+2,241 SH |
| WISDOMTREE TR | US MIDCAP FUND | $301K | 0.2%Prev: 0.2% | 3,973 SH | Increased-145 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 |