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CIK 0002110688 • 3 13F filings • Feb 17, 2026 – Aug 6, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $770K | 0.8%Prev: 0.7% | 2,833 SH | Decreased-1 SH |
| FIDELITY COVINGTON TRUST | ENHANCED MID | $309K | 0.3% | 8,495 SH | New |
| FIDELITY COVINGTON TRUST | MSCI RL EST ETF | $4.5M | 4.5%Prev: 4.4% | 168,246 SH | Decreased-3,436 SH |
| ISHARES GOLD TR | SHARES REPRESENT | $395K | 0.4% | 9,183 SH | New |
| ISHARES TR | 0-5 YR TIPS ETF | $811K | 0.8%Prev: 0.7% | 7,918 SH | Decreased-320 SH |
| ISHARES TR | 0-5YR INVT GR CP | $3.4M | 3.4%Prev: 3.3% | 67,715 SH | Decreased-7,664 SH |
| ISHARES TR | CORE 1 5 YR USD | $6.2M | 6.2%Prev: 5.9% | 127,150 SH | Decreased-12,931 SH |
| ISHARES TR | CORE MSCI TOTAL | $6.3M | 6.3%Prev: 5.0% | 74,475 SH | Increased+14,236 SH |
| ISHARES TR | CORE S&P MCP ETF | $11.8M | 11.8%Prev: 11.5% | 178,486 SH | Decreased+7,415 SH |
| ISHARES TR | CORE S&P SCP ETF | $7.0M | 7.0%Prev: 7.2% | 58,014 SH | Decreased+2,684 SH |
| ISHARES TR | CORE S&P TTL STK | $472K | 0.5%Prev: 0.5% | 3,172 SH | Decreased-25 SH |
| ISHARES TR | CORE S&P US VLU | $6.6M | 6.6%Prev: 6.3% | 64,394 SH | Decreased-1,638 SH |
| ISHARES TR | CORE S&P500 ETF | $26.6M | 26.6%Prev: 26.0% | 38,783 SH | Decreased-1,081 SH |
| ISHARES TR | CORE US AGGBD ET | $11.7M | 11.7%Prev: 11.5% | 117,451 SH | Decreased-15,262 SH |
| ISHARES TR | ESG AWR US AGRGT | $219K | 0.2%Prev: 0.2% | 4,585 SH | Decreased-517 SH |
| ISHARES TR | ESG AWRE 1 5 YR | $465K | 0.5%Prev: 0.5% | 18,406 SH | Decreased-5,349 SH |
| ISHARES TR | IBOXX INV CP ETF | $6.2M | 6.2%Prev: 5.4% | 56,227 SH | Increased-459 SH |
| ISHARES TR | S&P MC 400VL ETF | $325K | 0.3%Prev: 0.3% | 2,466 SH | Decreased+180 SH |
| ISHARES TR | TIPS BD ETF | $2.1M | 2.1%Prev: 1.9% | 18,950 SH | Decreased-522 SH |
| NUSHARES ETF TR | NUVEEN ESG US | $658K | 0.7%Prev: 0.6% | 29,439 SH | Increased+225 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $456K | 0.5%Prev: 0.4% | 5,852 SH | Increased-16 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $526K | 0.5%Prev: 0.5% | 6,680 SH | Increased-6 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $203K | 0.2%Prev: 0.2% | 2,298 SH | Decreased-14 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $282K | 0.3%Prev: 0.3% | 3,935 SH | Decreased-25 SH |
| VANGUARD WORLD FD | ESG US CORP BD | $469K | 0.5%Prev: 0.4% | 7,370 SH | Increased-54 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $1.2M | 1.2%Prev: 1.1% | 9,847 SH | Decreased+616 SH |
| 13F-HR |
| 0002110688-26-000002 |
| $103.3M |
| View |