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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 | $2.1M | 0.3%Prev: 0.3% | 7,416 SH | Increased-540 SH |
| CATERPILLAR INC | COM | $270K | 0.0% | 254 SH | New |
| COCA COLA CO | COM | $245K | 0.0%Prev: 0.0% | 3,020 SH | Increased-360 SH |
| ELI LILLY & CO | COM | $315K | 0.0%Prev: 0.0% | 263 SH | Increased+5 SH |
| FIDELITY COVINGTON TRUST | MSCI FINLS IDX | $17.2M | 2.2%Prev: 2.4% | 224,324 SH | Increased+18,441 SH |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | $340K | 0.0%Prev: 0.0% | 1,190 SH | Increased-290 SH |
| INVESCO QQQ TR | UNIT SER 1 | $478K | 0.1%Prev: 0.1% | 649 SH | Increased+54 SH |
| ISHARES GOLD TR | ISHARES NEW | $41.9M | 5.5%Prev: 5.1% | 555,178 SH | Increased+27,844 SH |
| ISHARES TR | 3 7 YR TREAS BD | $78.4M | 10.2%Prev: 10.7% | 667,170 SH | Increased+82,539 SH |
| ISHARES TR | 7-10 YR TRSY BD | $14.6M | 1.9%Prev: 2.2% | 154,555 SH | Increased+4,789 SH |
| ISHARES TR | CORE MSCI EAFE | $22.8M | 3.0%Prev: 2.9% | 235,578 SH | Increased+10,812 SH |
| ISHARES TR | CORE MSCI TOTAL | $20.6M | 2.7%Prev: 2.4% | 215,909 SH | Increased+11,914 SH |
| ISHARES TR | CORE S&P TTL STK | $59.0M | 7.7%Prev: 7.2% | 358,955 SH | Increased+14,065 SH |
| ISHARES TR | CORE S&P500 ETF | $83.0M | 10.8%Prev: 9.4% | 110,810 SH | Increased+12,372 SH |
| ISHARES TR | ESG AWR MSCI USA | $2.0M | 0.3%Prev: 0.3% | 12,390 SH | Increased-380 SH |
| ISHARES TR | ESG AWRE 1 5 YR | $1.9M | 0.2%Prev: 0.3% | 75,900 SH | Increased+1,310 SH |
| ISHARES TR | ESG MSCI KLD ETF | $8.1M | 1.1% | 57,179 SH | New |
| ISHARES TR | MSCI USA MIN ETF | $3.8M | 0.5% | 39,618 SH | New |
| ISHARES TR | MSCI USA QLT FCT | $23.2M | 3.0%Prev: 2.9% | 105,850 SH | Increased+2,999 SH |
| ISHARES TR | RUS 1000 GRW ETF | $49.7M | 6.5%Prev: 6.2% | 400,460 SH | Increased+305,397 SH |
| ISHARES TR | S&P 500 GRWT ETF | $425K | 0.1%Prev: 0.0% | 3,088 SH | Increased+208 SH |
| ISHARES TR | S&P 500 VAL ETF | $56.7M | 7.4%Prev: 7.1% | 249,869 SH | Increased+15,723 SH |
| ISHARES TR | TIPS BD ETF | $254K | 0.0%Prev: 0.0% | 2,320 SH | Decreased |
| JOHNSON & JOHNSON | COM | $273K | 0.0% | 1,073 SH | New |
| MICROSOFT CORP | COM | $356K | 0.0%Prev: 0.1% | 954 SH | Decreased-47 SH |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | $2.2M | 0.3%Prev: 0.3% | 44,645 SH | Increased-710 SH |
| SELECT SECTOR SPDR TR | ST STR INDL ETF | $21.3M | 2.8% | 114,740 SH | New |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $44.6M | 5.8% | 233,868 SH | New |
| SPDR SERIES TRUST | ST SHOR CORP ETF | $37.2M | 4.9% | 1,240,756 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $112.0M | 14.6% | 149,939 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $7.4M | 1.0%Prev: 1.0% | 19,983 SH | Increased-1,350 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $25.1M | 3.3%Prev: 3.6% | 430,687 SH | Increased+28,679 SH |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $24.9M | 3.2%Prev: 3.0% | 253,656 SH | Increased+9,864 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $1.1M | 0.1%Prev: 0.1% | 13,458 SH | Increased-185 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $3.2M | 0.4%Prev: 0.4% | 23,880 SH | Increased-200 SH |
| VANGUARD WORLD FD | INF TECH ETF | $532K | 0.1% | 4,454 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 |