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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 | $398K | 0.2% | 1,909 SH | New |
| APPLE INC | COM | $943K | 0.5%Prev: 0.4% | 3,717 SH | Increased-326 SH |
| BARCLAYS BANK PLC | DJUBS CMDT ETN36 | $888K | 0.5%Prev: 0.5% | 18,455 SH | Decreased-9,350 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $226K | 0.1%Prev: 0.1% | 472 SH | Decreased-13 SH |
| ECOLAB INC | COM | $1.2M | 0.6%Prev: 0.6% | 4,474 SH | Decreased-404 SH |
| ISHARES INC | ESG AWR MSCI EM | $326K | 0.2%Prev: 0.1% | 7,175 SH | Increased-1,534 SH |
| ISHARES TR | 1 3 YR TREAS BD | $3.5M | 1.8%Prev: 1.7% | 42,967 SH | Decreased-1,628 SH |
| ISHARES TR | BROAD USD HIGH | $4.8M | 2.5%Prev: 3.0% | 131,199 SH | Decreased-43,714 SH |
| ISHARES TR | CORE 80/20 AGGRE | $644K | 0.3%Prev: 0.2% | 7,275 SH | Increased+408 SH |
| ISHARES TR | CORE MSCI EAFE | $15.6M | 8.1%Prev: 6.4% | 172,617 SH | Increased-7,495 SH |
| ISHARES TR | CORE S&P MCP ETF | $7.1M | 3.7%Prev: 3.3% | 105,464 SH | Increased-15,837 SH |
| ISHARES TR | CORE S&P SCP ETF | $11.0M | 5.7%Prev: 4.2% | 88,365 SH | Increased+1,582 SH |
| ISHARES TR | CORE S&P US GWT | $2.1M | 1.1%Prev: 1.1% | 13,625 SH | Decreased-4,515 SH |
| ISHARES TR | CRE U S REIT ETF | $4.8M | 2.5%Prev: 2.2% | 80,956 SH | Increased-984 SH |
| ISHARES TR | ESG ADVNCD HY BD | $830K | 0.4%Prev: 0.4% | 17,917 SH | Increased+647 SH |
| ISHARES TR | ESG AW MSCI EAFE | $264K | 0.1%Prev: 0.1% | 2,765 SH | Decreased-994 SH |
| ISHARES TR | ESG AWARE MSCI | $1.3M | 0.7%Prev: 0.6% | 27,552 SH | Increased-3,870 SH |
| ISHARES TR | ESG AWRE USD ETF | $2.1M | 1.1%Prev: 0.9% | 91,152 SH | Increased+11,471 SH |
| ISHARES TR | ESG MSCI KLD 400 | $2.7M | 1.4%Prev: 1.2% | 22,655 SH | Increased-2,312 SH |
| ISHARES TR | ESG SELECT SCRE | $1.1M | 0.5%Prev: 0.5% | 22,998 SH | Increased-1,730 SH |
| ISHARES TR | IBOXX HI YD ETF | $6.1M | 3.1%Prev: 2.8% | 76,313 SH | Increased-127 SH |
| ISHARES TR | IBOXX INV CP ETF | $11.4M | 5.9%Prev: 4.7% | 104,452 SH | Increased+11,919 SH |
| ISHARES TR | INTL TREA BD ETF | $3.3M | 1.7%Prev: 1.6% | 81,165 SH | Decreased-4,738 SH |
| ISHARES TR | MSCI EMG MKT ETF | $354K | 0.2%Prev: 0.1% | 6,231 SH | Increased-81 SH |
| ISHARES TR | RUS 1000 ETF | $2.8M | 1.5%Prev: 2.3% | 7,953 SH | Decreased-7,821 SH |
| ISHARES TR | RUS 1000 GRW ETF | $4.9M | 2.5%Prev: 3.7% | 11,452 SH | Decreased-10,458 SH |
| ISHARES TR | RUS 1000 VAL ETF | $3.3M | 1.7%Prev: 1.4% | 15,660 SH | Increased-323 SH |
| ISHARES TR | RUS 2000 GRW ETF | $224K | 0.1% | 713 SH | New |
| ISHARES TR | RUS MID CAP ETF | $343K | 0.2%Prev: 0.1% | 3,532 SH | Increased+10 SH |
| ISHARES TR | US TREAS BD ETF | $14.9M | 7.7%Prev: 5.9% | 651,472 SH | Increased+97,586 SH |
| JOHNSON & JOHNSON | COM | $293K | 0.2%Prev: 0.1% | 1,198 SH | Increased-397 SH |
| META PLATFORMS INC | CL A | $552K | 0.3%Prev: 0.2% | 964 SH | Increased+129 SH |
| MICROSOFT CORP | COM | $207K | 0.1% | 560 SH | New |
| NEXTERA ENERGY INC | COM | $291K | 0.2%Prev: 0.2% | 3,132 SH | Decreased-1,696 SH |
| SPDR INDEX SHS FDS | STATE STREET SPD | $1.7M | 0.9% | 35,422 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $3.9M | 2.0% | 63,039 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $439K | 0.2% | 675 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $651K | 0.3%Prev: 0.5% | 8,841 SH | Decreased-4,283 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $9.5M | 4.9%Prev: 4.4% | 196,896 SH | Decreased+2,661 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $17.1M | 8.8%Prev: 7.1% | 39,095 SH | Increased-1,684 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $3.9M | 2.0%Prev: 2.0% | 12,998 SH | Decreased-3,897 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $573K | 0.3%Prev: 0.4% | 3,107 SH | Decreased-2,287 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $2.5M | 1.3%Prev: 1.1% | 8,623 SH | Increased-321 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $279K | 0.1%Prev: 0.3% | 3,140 SH | Decreased-4,129 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $1.2M | 0.6%Prev: 0.5% | 5,505 SH | Increased |
| VANGUARD INDEX FDS | SMALL CP ETF | $2.8M | 1.4%Prev: 1.9% | 10,521 SH | Decreased-7,849 SH |
| VANGUARD INDEX FDS | VALUE ETF | $19.7M | 10.2%Prev: 8.6% | 100,565 SH | Increased-5,778 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $518K | 0.3%Prev: 0.2% | 6,893 SH | Increased-672 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $2.3M | 1.2%Prev: 0.9% | 43,433 SH | Increased+2,403 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $332K | 0.2%Prev: 0.2% | 6,639 SH | Increased+129 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $2.3M | 1.2%Prev: 1.0% | 27,975 SH | Increased+607 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $833K | 0.4%Prev: 0.4% | 13,993 SH | Decreased-365 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $3.5M | 1.8%Prev: 1.6% | 44,140 SH | Increased+875 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $4.2M | 2.2%Prev: 2.4% | 65,991 SH | Decreased-33,869 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $1.5M | 0.8%Prev: 0.6% | 20,811 SH | Increased-1,872 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $2.8M | 1.5%Prev: 1.2% | 25,198 SH | Increased-1,974 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 |