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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 | $1.6M | 0.3%Prev: 0.3% | 7,956 SH | Decreased+699 SH |
| COCA COLA CO | COM | $239K | 0.0%Prev: 0.0% | 3,380 SH | Increased+430 SH |
| ELI LILLY & CO | COM | $201K | 0.0%Prev: 0.0% | 258 SH | Decreased+12 SH |
| FIDELITY COVINGTON TRUST | MSCI FINLS IDX | $15.2M | 2.4%Prev: 2.2% | 205,883 SH | Decreased-12,390 SH |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | $292K | 0.0%Prev: 0.0% | 1,480 SH | Increased+160 SH |
| INVESCO QQQ TR | UNIT SER 1 | $328K | 0.1%Prev: 0.1% | 595 SH | Decreased-33 SH |
| ISHARES GOLD TR | ISHARES NEW | $32.9M | 5.1%Prev: 6.8% | 527,334 SH | Decreased-7,214 SH |
| ISHARES TR | 3 7 YR TREAS BD | $69.6M | 10.7%Prev: 11.0% | 584,631 SH | Decreased-54,759 SH |
| ISHARES TR | 7-10 YR TRSY BD | $14.3M | 2.2%Prev: 2.1% | 149,766 SH | Decreased-3,821 SH |
| ISHARES TR | CORE MSCI EAFE | $18.8M | 2.9%Prev: 3.1% | 224,766 SH | Decreased-7,051 SH |
| ISHARES TR | CORE MSCI TOTAL | $15.8M | 2.4%Prev: 2.7% | 203,995 SH | Decreased-8,405 SH |
| ISHARES TR | CORE S&P TTL STK | $46.6M | 7.2%Prev: 7.3% | 344,890 SH | Decreased-8,335 SH |
| ISHARES TR | CORE S&P500 ETF | $61.1M | 9.4%Prev: 10.2% | 98,438 SH | Decreased-8,579 SH |
| ISHARES TR | ESG AWR MSCI USA | $1.7M | 0.3%Prev: 0.3% | 12,770 SH | Decreased+475 SH |
| ISHARES TR | ESG AWRE 1 5 YR | $1.9M | 0.3%Prev: 0.3% | 74,590 SH | Decreased-705 SH |
| ISHARES TR | ESG MSCI KLD 400 | $6.9M | 1.1%Prev: 1.0% | 59,451 SH | Increased+3,264 SH |
| ISHARES TR | MSCI USA MIN VOL | $3.9M | 0.6%Prev: 0.5% | 41,452 SH | Increased+722 SH |
| ISHARES TR | MSCI USA QLT FCT | $18.8M | 2.9%Prev: 2.9% | 102,851 SH | Decreased-1,539 SH |
| ISHARES TR | RUS 1000 GRW ETF | $40.4M | 6.2%Prev: 6.1% | 95,063 SH | Decreased-3,202 SH |
| ISHARES TR | S&P 500 GRWT ETF | $317K | 0.0%Prev: 0.0% | 2,880 SH | Decreased+40 SH |
| ISHARES TR | S&P 500 VAL ETF | $45.8M | 7.1%Prev: 7.5% | 234,146 SH | Decreased-10,881 SH |
| ISHARES TR | SHORT TREAS BD | $20.6M | 3.2% | 186,551 SH | New |
| ISHARES TR | TIPS BD ETF | $255K | 0.0%Prev: 0.0% | 2,320 SH | Decreased |
| MICROSOFT CORP | COM | $498K | 0.1%Prev: 0.0% | 1,001 SH | Increased+122 SH |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | $1.9M | 0.3%Prev: 0.3% | 45,355 SH | Decreased+1,150 SH |
| SELECT SECTOR SPDR TR | INDL | $16.3M | 2.5% | 110,765 SH | New |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $29.0M | 4.5% | 114,362 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $98.0M | 15.1% | 158,695 SH | New |
| SPDR SERIES TRUST | PORTFOLIO SHORT | $32.0M | 4.9% | 1,060,026 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $6.5M | 1.0%Prev: 1.0% | 21,333 SH | Decreased+950 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $23.6M | 3.6%Prev: 3.6% | 402,008 SH | Decreased-19,270 SH |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $19.5M | 3.0%Prev: 3.4% | 243,792 SH | Decreased-6,859 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $894K | 0.1%Prev: 0.1% | 13,643 SH | Decreased+275 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $2.6M | 0.4%Prev: 0.4% | 24,080 SH | Decreased+370 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 |