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CIK 0001295044 • 6 13F filings • Apr 21, 2025 – Jul 8, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $2.2M | 0.3%Prev: 0.3% | 7,911 SH | Increased |
| COCA COLA CO | COM | $211K | 0.0%Prev: 0.0% | 3,020 SH | Decreased-360 SH |
| ELI LILLY & CO | COM | $277K | 0.0% | 258 SH | New |
| FIDELITY COVINGTON TRUST | MSCI FINLS IDX | $16.8M | 2.3%Prev: 2.3% | 216,570 SH | Increased+6,497 SH |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | $299K | 0.0%Prev: 0.0% | 1,330 SH | Decreased-120 SH |
| IDEXX LABS INC | COM | $203K | 0.0% | 300 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $393K | 0.1%Prev: 0.1% | 639 SH | Increased-3 SH |
| ISHARES GOLD TR | ISHARES NEW | $43.3M | 6.0%Prev: 5.5% | 533,218 SH | Increased+5,819 SH |
| ISHARES TR | 3 7 YR TREAS BD | $73.4M | 10.1%Prev: 10.2% | 614,843 SH | Increased+20,002 SH |
| ISHARES TR | 7-10 YR TRSY BD | $15.1M | 2.1%Prev: 2.1% | 156,560 SH | Increased+4,408 SH |
| ISHARES TR | CORE MSCI EAFE | $20.3M | 2.8%Prev: 2.8% | 227,113 SH | Increased+1,591 SH |
| ISHARES TR | CORE MSCI TOTAL | $17.9M | 2.5%Prev: 2.5% | 211,955 SH | Increased+4,805 SH |
| ISHARES TR | CORE S&P TTL STK | $52.8M | 7.3%Prev: 7.3% | 355,268 SH | Increased+5,126 SH |
| ISHARES TR | CORE S&P500 ETF | $72.2M | 10.0%Prev: 9.7% | 105,364 SH | Increased+4,348 SH |
| ISHARES TR | ESG AWR MSCI USA | $1.9M | 0.3%Prev: 0.3% | 12,685 SH | Increased-155 SH |
| ISHARES TR | ESG AWRE 1 5 YR | $1.9M | 0.3%Prev: 0.3% | 76,530 SH | Increased+570 SH |
| ISHARES TR | ESG MSCI KLD 400 | $7.5M | 1.0%Prev: 1.1% | 58,501 SH | Increased-1,175 SH |
| ISHARES TR | MSCI USA MIN VOL | $4.0M | 0.6%Prev: 0.6% | 42,752 SH | Decreased+127 SH |
| ISHARES TR | MSCI USA QLT FCT | $21.3M | 2.9%Prev: 2.9% | 107,177 SH | Increased+2,738 SH |
| ISHARES TR | RUS 1000 GRW ETF | $46.2M | 6.4%Prev: 6.5% | 97,613 SH | Increased+1,388 SH |
| ISHARES TR | S&P 500 GRWT ETF | $350K | 0.0%Prev: 0.0% | 2,840 SH | Increased-40 SH |
| ISHARES TR | S&P 500 VAL ETF | $51.3M | 7.1%Prev: 7.1% | 241,741 SH | Increased+3,784 SH |
| ISHARES TR | TIPS BD ETF | $255K | 0.0%Prev: 0.0% | 2,320 SH | Decreased |
| ISHARES TR | TRUST ISHARE 0-1 | $21.9M | 3.0% | 198,740 SH | New |
| JOHNSON & JOHNSON | COM | $223K | 0.0% | 1,078 SH | New |
| MICROSOFT CORP | COM | $465K | 0.1%Prev: 0.1% | 961 SH | Decreased |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | $2.0M | 0.3%Prev: 0.3% | 45,430 SH | Increased-205 SH |
| SELECT SECTOR SPDR TR | STATE STREET IND | $17.6M | 2.4% | 113,283 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $33.2M | 4.6% | 230,551 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $104.6M | 14.5%Prev: 15.1% | 153,413 SH | Decreased-4,458 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $34.1M | 4.7% | 1,128,112 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $7.0M | 1.0%Prev: 1.0% | 20,875 SH | Increased+31 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $25.2M | 3.5%Prev: 3.5% | 429,194 SH | Increased+15,275 SH |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $22.7M | 3.1%Prev: 3.0% | 251,976 SH | Increased+4,392 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $980K | 0.1%Prev: 0.1% | 13,678 SH | Increased+35 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $2.9M | 0.4%Prev: 0.4% | 24,160 SH | Increased |
| VANGUARD WORLD FD | INF TECH ETF | $223K | 0.0%Prev: 0.0% | 296 SH | Increased |
| 13F-HR |
| 0001295044-26-000009 |
| $767.5M |
| View |
| Jul 25, 2025 | Q2 2025 | 13F-HR | 0001295044-25-000008 | $648.4M | View |
| Apr 23, 2026 | Q1 2026 | 13F-HR | 0001295044-26-000005 | $688.0M | View |
| Apr 21, 2025 | Q1 2025 | 13F-HR | 0001295044-25-000005 | $600.4M | View |