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CIK 0001880087 • 6 13F filings • May 9, 2025 – Aug 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $441K | 0.2%Prev: 0.2% | 1,909 SH | Increased |
| APPLE INC | COM | $1.1M | 0.5%Prev: 0.5% | 4,043 SH | Increased |
| BARCLAYS BANK PLC | DJUBS CMDT ETN36 | $694K | 0.3%Prev: 0.4% | 18,455 SH | Decreased-1,583 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $244K | 0.1%Prev: 0.1% | 485 SH | Decreased |
| ECOLAB INC | COM | $1.3M | 0.6%Prev: 0.7% | 4,878 SH | Decreased |
| ISHARES INC | ESG AWR MSCI EM | $378K | 0.2%Prev: 0.2% | 8,567 SH | Decreased-346 SH |
| ISHARES TR | 1 3 YR TREAS BD | $3.6M | 1.7%Prev: 1.7% | 43,166 SH | Increased+1,064 SH |
| ISHARES TR | BROAD USD HIGH | $4.7M | 2.3%Prev: 2.1% | 126,563 SH | Increased+12,416 SH |
| ISHARES TR | CORE 80/20 AGGRE | $645K | 0.3%Prev: 0.3% | 7,207 SH | Increased+400 SH |
| ISHARES TR | CORE MSCI EAFE | $15.3M | 7.5%Prev: 7.4% | 171,004 SH | Increased+295 SH |
| ISHARES TR | CORE S&P MCP ETF | $7.2M | 3.5%Prev: 3.5% | 109,681 SH | Increased+1,452 SH |
| ISHARES TR | CORE S&P SCP ETF | $10.8M | 5.3%Prev: 5.3% | 90,146 SH | Increased+358 SH |
| ISHARES TR | CORE S&P US GWT | $1.8M | 0.9%Prev: 0.9% | 10,645 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $1.4M | 0.7%Prev: 1.2% | 2,094 SH | Decreased-1,485 SH |
| ISHARES TR | CRE U S REIT ETF | $4.5M | 2.2%Prev: 2.2% | 79,585 SH | Increased+5,345 SH |
| ISHARES TR | ESG ADVNCD HY BD | $922K | 0.5%Prev: 0.4% | 19,512 SH | Increased+1,266 SH |
| ISHARES TR | ESG AW MSCI EAFE | $356K | 0.2%Prev: 0.2% | 3,742 SH | Increased-5 SH |
| ISHARES TR | ESG AWARE MSCI | $1.5M | 0.7%Prev: 0.7% | 32,281 SH | Decreased-824 SH |
| ISHARES TR | ESG AWRE USD ETF | $2.1M | 1.0%Prev: 1.0% | 89,381 SH | Increased+5,739 SH |
| ISHARES TR | ESG MSCI KLD 400 | $3.1M | 1.5%Prev: 1.6% | 24,363 SH | Decreased-1,084 SH |
| ISHARES TR | ESG SELECT SCRE | $1.2M | 0.6%Prev: 0.6% | 25,500 SH | Increased+269 SH |
| ISHARES TR | IBOXX HI YD ETF | $6.2M | 3.0%Prev: 2.9% | 76,375 SH | Increased+3,044 SH |
| ISHARES TR | IBOXX INV CP ETF | $11.3M | 5.5%Prev: 5.2% | 102,588 SH | Increased+7,852 SH |
| ISHARES TR | INTL TREA BD ETF | $3.3M | 1.6%Prev: 1.6% | 80,188 SH | Increased+2,216 SH |
| ISHARES TR | MSCI EMG MKT ETF | $341K | 0.2%Prev: 0.2% | 6,231 SH | Decreased-233 SH |
| ISHARES TR | RUS 1000 ETF | $5.7M | 2.8%Prev: 2.8% | 15,355 SH | Increased-223 SH |
| ISHARES TR | RUS 1000 GRW ETF | $5.3M | 2.6%Prev: 2.8% | 11,292 SH | Decreased-873 SH |
| ISHARES TR | RUS 1000 VAL ETF | $3.3M | 1.6%Prev: 1.6% | 15,609 SH | Increased+95 SH |
| ISHARES TR | RUS 2000 GRW ETF | $230K | 0.1%Prev: 0.1% | 713 SH | Increased-3 SH |
| ISHARES TR | RUS MID CAP ETF | $341K | 0.2%Prev: 0.2% | 3,547 SH | Increased+25 SH |
| ISHARES TR | US TREAS BD ETF | $14.7M | 7.2%Prev: 6.6% | 639,725 SH | Increased+59,658 SH |
| JOHNSON & JOHNSON | COM | $248K | 0.1%Prev: 0.1% | 1,198 SH | Increased |
| META PLATFORMS INC | CL A | $561K | 0.3%Prev: 0.4% | 850 SH | Decreased-242 SH |
| MICROSOFT CORP | COM | $438K | 0.2%Prev: 0.2% | 906 SH | Decreased |
| NEXTERA ENERGY INC | COM | $251K | 0.1%Prev: 0.1% | 3,132 SH | Increased |
| SCHWAB STRATEGIC TR | US TIPS ETF | $436K | 0.2%Prev: 0.2% | 16,466 SH | Decreased |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $1.9M | 0.9%Prev: 1.0% | 39,984 SH | Decreased-1,686 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $469K | 0.2%Prev: 0.2% | 687 SH | Decreased-23 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $4.9M | 2.4% | 79,882 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $669K | 0.3%Prev: 0.3% | 9,026 SH | Increased+420 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $9.3M | 4.5%Prev: 4.4% | 191,910 SH | Increased+11,965 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $18.5M | 9.0%Prev: 9.8% | 37,974 SH | Decreased-3,565 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $3.9M | 1.9%Prev: 2.0% | 12,415 SH | Decreased-613 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $551K | 0.3%Prev: 0.5% | 3,107 SH | Decreased-2,287 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $2.5M | 1.2%Prev: 1.2% | 8,510 SH | Decreased+85 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $267K | 0.1%Prev: 0.1% | 3,020 SH | Decreased+53 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $1.2M | 0.6%Prev: 0.6% | 5,505 SH | Increased |
| VANGUARD INDEX FDS | SMALL CP ETF | $2.7M | 1.3%Prev: 1.3% | 10,446 SH | Increased+13 SH |
| VANGUARD INDEX FDS | VALUE ETF | $19.2M | 9.4%Prev: 9.1% | 100,648 SH | Increased+1,931 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $511K | 0.2%Prev: 0.2% | 6,953 SH | Increased-93 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $2.3M | 1.1%Prev: 1.1% | 42,003 SH | Decreased-936 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $332K | 0.2%Prev: 0.2% | 6,716 SH | Increased+300 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $2.2M | 1.1%Prev: 1.1% | 26,730 SH | Increased+858 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $728K | 0.4%Prev: 0.3% | 12,145 SH | Increased+589 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $3.5M | 1.7%Prev: 1.7% | 44,263 SH | Increased+922 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | $2.5M | 1.2%Prev: 1.2% | 8,247 SH | Increased |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $5.7M | 2.8%Prev: 2.7% | 90,614 SH | Increased-2,144 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $1.7M | 0.8%Prev: 0.8% | 23,289 SH | Increased-287 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $3.2M | 1.6%Prev: 1.6% | 26,734 SH | Decreased-1,204 SH |
| 13F-HR |
| 0001880087-26-000004 |
| $207.3M |
| View |
| Aug 7, 2025 | Q2 2025 | 13F-HR | 0001880087-25-000004 | $190.8M | View |
| May 7, 2026 | Q1 2026 | 13F-HR | 0001880087-26-000003 | $193.5M | View |
| May 9, 2025 | Q1 2025 | 13F-HR | 0001880087-25-000003 | $214.2M | View |