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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 | $2.0M | 0.3%Prev: 0.3% | 7,911 SH | Decreased+495 SH |
| COCA COLA CO | COM | $224K | 0.0%Prev: 0.0% | 3,380 SH | Decreased+360 SH |
| FIDELITY COVINGTON TRUST | MSCI FINLS IDX | $16.0M | 2.3%Prev: 2.2% | 210,073 SH | Decreased-14,251 SH |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | $322K | 0.0%Prev: 0.0% | 1,450 SH | Decreased+260 SH |
| INVESCO QQQ TR | UNIT SER 1 | $385K | 0.1%Prev: 0.1% | 642 SH | Decreased-7 SH |
| ISHARES GOLD TR | ISHARES NEW | $38.4M | 5.5%Prev: 5.5% | 527,399 SH | Decreased-27,779 SH |
| ISHARES TR | 3 7 YR TREAS BD | $71.1M | 10.2%Prev: 10.2% | 594,841 SH | Decreased-72,329 SH |
| ISHARES TR | 7-10 YR TRSY BD | $14.7M | 2.1%Prev: 1.9% | 152,152 SH | Increased-2,403 SH |
| ISHARES TR | CORE MSCI EAFE | $19.7M | 2.8%Prev: 3.0% | 225,522 SH | Decreased-10,056 SH |
| ISHARES TR | CORE MSCI TOTAL | $17.1M | 2.5%Prev: 2.7% | 207,150 SH | Decreased-8,759 SH |
| ISHARES TR | CORE S&P TTL STK | $51.0M | 7.3%Prev: 7.7% | 350,142 SH | Decreased-8,813 SH |
| ISHARES TR | CORE S&P500 ETF | $67.6M | 9.7%Prev: 10.8% | 101,016 SH | Decreased-9,794 SH |
| ISHARES TR | ESG AWR MSCI USA | $1.9M | 0.3%Prev: 0.3% | 12,840 SH | Decreased+450 SH |
| ISHARES TR | ESG AWRE 1 5 YR | $1.9M | 0.3%Prev: 0.2% | 75,960 SH | Increased+60 SH |
| ISHARES TR | ESG MSCI KLD 400 | $7.5M | 1.1% | 59,676 SH | New |
| ISHARES TR | MSCI USA MIN VOL | $4.1M | 0.6% | 42,625 SH | New |
| ISHARES TR | MSCI USA QLT FCT | $20.3M | 2.9%Prev: 3.0% | 104,439 SH | Decreased-1,411 SH |
| ISHARES TR | RUS 1000 GRW ETF | $45.1M | 6.5%Prev: 6.5% | 96,225 SH | Decreased-304,235 SH |
| ISHARES TR | S&P 500 GRWT ETF | $348K | 0.0%Prev: 0.1% | 2,880 SH | Decreased-208 SH |
| ISHARES TR | S&P 500 VAL ETF | $49.1M | 7.1%Prev: 7.4% | 237,957 SH | Decreased-11,912 SH |
| ISHARES TR | SHORT TREAS BD | $21.1M | 3.0% | 190,848 SH | New |
| ISHARES TR | TIPS BD ETF | $258K | 0.0%Prev: 0.0% | 2,320 SH | Increased |
| MICROSOFT CORP | COM | $498K | 0.1%Prev: 0.0% | 961 SH | Increased+7 SH |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | $2.0M | 0.3%Prev: 0.3% | 45,635 SH | Decreased+990 SH |
| SELECT SECTOR SPDR TR | INDL | $17.2M | 2.5% | 111,295 SH | New |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $32.4M | 4.7% | 114,921 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $105.2M | 15.1% | 157,871 SH | New |
| SPDR SERIES TRUST | PORTFOLIO SHORT | $32.8M | 4.7% | 1,083,462 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $6.8M | 1.0%Prev: 1.0% | 20,844 SH | Decreased+861 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $24.4M | 3.5%Prev: 3.3% | 413,919 SH | Decreased-16,768 SH |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $21.0M | 3.0%Prev: 3.2% | 247,584 SH | Decreased-6,072 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $946K | 0.1%Prev: 0.1% | 13,643 SH | Decreased+185 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $2.9M | 0.4%Prev: 0.4% | 24,160 SH | Decreased+280 SH |
| VANGUARD WORLD FD | INF TECH ETF | $221K | 0.0%Prev: 0.1% | 296 SH | Decreased-4,158 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 |