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CIK 0001802670 • 1 13F filing • May 9, 2025 – May 9, 2025
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Past 1 quarter
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADOBE INC | COM | $244K | 0.1% | 637 SH | |
| ADVANCED MICRO DEVICES INC | COM | $325K | 0.1% | 3,162 SH | |
| ALPHABET INC | CAP STK CL A | $319K | 0.1% | 2,062 SH | |
| ALPHABET INC | CAP STK CL C | $523K | 0.2% | 3,347 SH | |
| AMAZON COM INC | COM | $948K | 0.3% | 4,982 SH | |
| APPLE INC | COM | $3.5M | 1.2% | 15,580 SH | |
| APPLIED MATLS INC | COM | $776K | 0.3% | 5,350 SH | |
| CHEVRON CORP NEW | COM | $235K | 0.1% | 1,406 SH | |
| CISCO SYS INC | COM | $554K | 0.2% | 8,973 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $2.5M | 0.9% | 42,167 SH | |
| GE AEROSPACE | COM NEW | $382K | 0.1% | 1,908 SH | |
| GEN DIGITAL INC | COM | $421K | 0.1% | 15,853 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $255K | 0.1% | 1,026 SH | |
| INVESCO EXCH TRADED FD TR II | RAFI DVLPD MRKTS | $1.5M | 0.5% | 45,889 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 PUR GWT | $275K | 0.1% | 7,189 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $1.4M | 0.5% | 2,984 SH | |
| ISHARES INC | CORE MSCI EMKT | $1.6M | 0.6% | 29,958 SH | |
| ISHARES INC | EMNG MKTS EQT | $5.3M | 1.8% | 113,068 SH | |
| ISHARES INC | MSCI EMERG MRKT | $6.9M | 2.4% | 119,049 SH | |
| ISHARES TR | 20 YR TR BD ETF | $686K | 0.2% | 7,538 SH | |
| ISHARES TR | CORE MSCI EAFE | $7.5M | 2.6% | 98,489 SH | |
| ISHARES TR | CORE S&P MCP ETF | $224K | 0.1% | 3,835 SH | |
| ISHARES TR | CORE S&P SCP ETF | $239K | 0.1% | 2,283 SH | |
| ISHARES TR | CORE S&P TTL STK | $11.3M | 3.9% | 92,625 SH | |
| ISHARES TR | CORE S&P500 ETF | $872K | 0.3% | 1,552 SH | |
| ISHARES TR | CORE US AGGBD ET | $305K | 0.1% | 3,084 SH | |
| ISHARES TR | EGSADVNCDMSCI EM | $329K | 0.1% | 8,613 SH | |
| ISHARES TR | ESG AW MSCI EAFE | $370K | 0.1% | 4,534 SH | |
| ISHARES TR | ESG AWARE MSCI | $241K | 0.1% | 6,275 SH | |
| ISHARES TR | ESG AWR MSCI USA | $625K | 0.2% | 5,126 SH | |
| ISHARES TR | ESG EAFE ETF | $1.4M | 0.5% | 20,865 SH | |
| ISHARES TR | ESG MSCI USA ETF | $680K | 0.2% | 14,562 SH | |
| ISHARES TR | INTL EQTY FACTOR | $9.8M | 3.4% | 318,745 SH | |
| ISHARES TR | MSCI EAFE ETF | $2.1M | 0.7% | 26,071 SH | |
| ISHARES TR | MSCI EMG MKT ETF | $481K | 0.2% | 11,010 SH | |
| ISHARES TR | MSCI INTL QUALTY | $10.2M | 3.5% | 255,861 SH | |
| ISHARES TR | MSCI USA QLT FCT | $19.3M | 6.6% | 112,716 SH | |
| ISHARES TR | MSCI USA SMCP MN | $2.8M | 1.0% | 67,215 SH | |
| ISHARES TR | RUS 1000 ETF | $282K | 0.1% | 920 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $917K | 0.3% | 4,598 SH | |
| ISHARES TR | RUSSELL 3000 ETF | $740K | 0.3% | 2,330 SH | |
| ISHARES TR | U S EQUITY FACTR | $14.9M | 5.1% | 257,225 SH | |
| ISHARES TR | US SML CAP EQT | $3.6M | 1.2% | 57,191 SH | |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | $359K | 0.1% | 6,364 SH | |
| JOHNSON & JOHNSON | COM | $247K | 0.1% | 1,489 SH | |
| JPMORGAN CHASE & CO. | COM | $248K | 0.1% | 1,010 SH | |
| LOCKHEED MARTIN CORP | COM | $655K | 0.2% | 1,466 SH | |
| MICROSOFT CORP | COM | $1.3M | 0.4% | 3,484 SH | |
| ORACLE CORP | COM | $420K | 0.1% | 3,003 SH | |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $420K | 0.1% | 15,234 SH | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | $1.4M | 0.5% | 46,205 SH | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $4.6M | 1.6% | 127,754 SH | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US B | $1.1M | 0.4% | 45,843 SH | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $1.2M | 0.4% | 51,264 SH | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US S | $383K | 0.1% | 13,988 SH | |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $204K | 0.1% | 8,199 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $5.0M | 1.7% | 254,798 SH | |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $5.4M | 1.8% | 250,830 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $345K | 0.1% | 12,333 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $1.1M | 0.4% | 50,406 SH | |
| SELECT SECTOR SPDR TR | SBI MATERIALS | $205K | 0.1% | 2,387 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $2.1M | 0.7% | 59,015 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $1.2M | 0.4% | 2,211 SH | |
| SPDR SER TR | PORTFOLI S&P1500 | $2.1M | 0.7% | 30,634 SH | |
| VANGUARD INDEX FDS | LARGE CAP ETF | $25.1M | 8.6% | 97,688 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $973K | 0.3% | 1,894 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $2.5M | 0.9% | 11,456 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $60.1M | 20.6% | 218,644 SH | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $6.0M | 2.1% | 98,700 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $2.1M | 0.7% | 46,257 SH | |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $16.8M | 5.8% | 283,598 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $4.4M | 1.5% | 22,754 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $260K | 0.1% | 4,193 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $21.3M | 7.3% | 418,759 SH | |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $4.4M | 1.5% | 53,213 SH |
Open a filing on Jive Data
| Filing Date | Quarter | Form | Accession | Portfolio | Filing |
|---|---|---|---|---|---|
| May 9, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002882 | $291.9M | View |