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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%Prev: 0.3% | 7,257 SH | Increased-634 SH |
| COCA COLA CO | COM | $224K | 0.0%Prev: 0.0% | 2,950 SH | Decreased-430 SH |
| ELI LILLY & CO | COM | $226K | 0.0%Prev: 0.0% | 246 SH | Increased-12 SH |
| FIDELITY COVINGTON TRUST | MSCI FINLS IDX | $15.3M | 2.2%Prev: 2.4% | 218,273 SH | Increased+13,968 SH |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | $275K | 0.0%Prev: 0.0% | 1,320 SH | Increased-195 SH |
| INVESCO QQQ TR | UNIT SER 1 | $362K | 0.1%Prev: 0.0% | 628 SH | Increased+38 SH |
| ISHARES GOLD TR | ISHARES NEW | $47.1M | 6.8%Prev: 5.2% | 534,548 SH | Increased+1,367 SH |
| ISHARES TR | 3 7 YR TREAS BD | $75.8M | 11.0%Prev: 11.4% | 639,390 SH | Increased+58,415 SH |
| ISHARES TR | 7-10 YR TRSY BD | $14.7M | 2.1%Prev: 2.4% | 153,587 SH | Increased+5,202 SH |
| ISHARES TR | CORE MSCI EAFE | $21.0M | 3.1%Prev: 2.9% | 231,817 SH | Increased+5,029 SH |
| ISHARES TR | CORE MSCI TOTAL | $18.4M | 2.7%Prev: 2.4% | 212,400 SH | Increased+8,585 SH |
| ISHARES TR | CORE S&P TTL STK | $50.3M | 7.3%Prev: 7.0% | 353,225 SH | Increased+10,994 SH |
| ISHARES TR | CORE S&P500 ETF | $69.9M | 10.2%Prev: 9.1% | 107,017 SH | Increased+9,501 SH |
| ISHARES TR | ESG AWR MSCI USA | $1.7M | 0.3%Prev: 0.3% | 12,295 SH | Increased-1,280 SH |
| ISHARES TR | ESG AWRE 1 5 YR | $1.9M | 0.3%Prev: 0.3% | 75,295 SH | Decreased-4,365 SH |
| ISHARES TR | ESG MSCI KLD 400 | $6.8M | 1.0%Prev: 1.1% | 56,187 SH | Increased-7,484 SH |
| ISHARES TR | MSCI USA MIN VOL | $3.8M | 0.5%Prev: 0.6% | 40,730 SH | Increased+1,082 SH |
| ISHARES TR | MSCI USA QLT FCT | $20.0M | 2.9%Prev: 2.9% | 104,390 SH | Increased+2,223 SH |
| ISHARES TR | RUS 1000 GRW ETF | $41.9M | 6.1%Prev: 5.7% | 98,265 SH | Increased+3,921 SH |
| ISHARES TR | S&P 500 GRWT ETF | $321K | 0.0%Prev: 0.0% | 2,840 SH | Increased-40 SH |
| ISHARES TR | S&P 500 VAL ETF | $51.7M | 7.5%Prev: 7.4% | 245,027 SH | Increased+12,833 SH |
| ISHARES TR | TIPS BD ETF | $256K | 0.0%Prev: 0.0% | 2,320 SH | Decreased |
| JOHNSON & JOHNSON | COM | $264K | 0.0% | 1,078 SH | New |
| MICROSOFT CORP | COM | $325K | 0.0%Prev: 0.1% | 879 SH | Decreased-107 SH |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | $2.0M | 0.3%Prev: 0.3% | 44,205 SH | Increased-3,245 SH |
| SELECT SECTOR SPDR TR | STATE STREET IND | $18.3M | 2.7% | 112,993 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $30.8M | 4.5% | 231,400 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $35.9M | 5.2% | 1,195,219 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $97.9M | 14.2% | 150,473 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $6.5M | 1.0%Prev: 1.0% | 20,383 SH | Increased-1,291 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $24.7M | 3.6%Prev: 3.8% | 421,278 SH | Increased+28,724 SH |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $23.6M | 3.4%Prev: 3.0% | 250,651 SH | Increased+8,573 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $959K | 0.1%Prev: 0.1% | 13,368 SH | Increased+3,803 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $2.7M | 0.4%Prev: 0.3% | 23,710 SH | Increased+7,150 SH |
| VANGUARD WORLD FD | INF TECH ETF | $207K | 0.0% | 296 SH | New |
| 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 |