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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 | $1.8M | 0.3% | 7,891 SH | |
| COCA COLA CO | COM | $242K | 0.0% | 3,380 SH | |
| CONOCOPHILLIPS | COM | $214K | 0.0% | 2,040 SH | |
| ELI LILLY & CO | COM | $213K | 0.0% | 258 SH | |
| FIDELITY COVINGTON TRUST | MSCI FINLS IDX | $14.2M | 2.4% | 204,305 SH | |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | $244K | 0.0% | 1,515 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $277K | 0.0% | 590 SH | |
| ISHARES GOLD TR | ISHARES NEW | $31.4M | 5.2% | 533,181 SH | |
| ISHARES TR | 3 7 YR TREAS BD | $68.6M | 11.4% | 580,975 SH | |
| ISHARES TR | 7-10 YR TRSY BD | $14.2M | 2.4% | 148,385 SH | |
| ISHARES TR | CORE MSCI EAFE | $17.2M | 2.9% | 226,788 SH | |
| ISHARES TR | CORE MSCI TOTAL | $14.2M | 2.4% | 203,815 SH | |
| ISHARES TR | CORE S&P TTL STK | $41.8M | 7.0% | 342,231 SH | |
| ISHARES TR | CORE S&P500 ETF | $54.8M | 9.1% | 97,516 SH | |
| ISHARES TR | ESG AWR MSCI USA | $1.7M | 0.3% | 13,575 SH | |
| ISHARES TR | ESG AWRE 1 5 YR | $2.0M | 0.3% | 79,660 SH | |
| ISHARES TR | ESG MSCI KLD 400 | $6.5M | 1.1% | 63,671 SH | |
| ISHARES TR | MSCI USA MIN VOL | $3.7M | 0.6% | 39,648 SH | |
| ISHARES TR | MSCI USA QLT FCT | $17.5M | 2.9% | 102,167 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $34.1M | 5.7% | 94,344 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $267K | 0.0% | 2,880 SH | |
| ISHARES TR | S&P 500 VAL ETF | $44.3M | 7.4% | 232,194 SH | |
| ISHARES TR | SHORT TREAS BD | $20.2M | 3.4% | 183,300 SH | |
| ISHARES TR | TIPS BD ETF | $258K | 0.0% | 2,320 SH | |
| MICROSOFT CORP | COM | $370K | 0.1% | 986 SH | |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | $1.9M | 0.3% | 47,450 SH | |
| SELECT SECTOR SPDR TR | INDL | $14.6M | 2.4% | 111,474 SH | |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $23.7M | 3.9% | 114,652 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $89.8M | 15.0% | 160,593 SH | |
| SPDR SER TR | PORTFOLIO SHORT | $31.2M | 5.2% | 1,036,617 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $6.0M | 1.0% | 21,674 SH | |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $23.0M | 3.8% | 392,554 SH | |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $17.8M | 3.0% | 242,078 SH | |
| VANGUARD WORLD FD | ESG INTL STK ETF | $564K | 0.1% | 9,565 SH | |
| VANGUARD WORLD FD | ESG US STK ETF | $1.6M | 0.3% | 16,560 SH |
| 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 |