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CIK 0001840025 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $4.0M | 0.1% | 80,970 SH | New |
| ISHARES INC | CORE MSCI EMKT | $1.10B | 22.0%Prev: 24.7% | 16,350,665 SH | Increased-167,015 SH |
| ISHARES INC | ESG AWR MSCI EM | $203.2M | 4.1%Prev: 4.5% | 4,601,324 SH | Increased+13,123 SH |
| ISHARES TR | 3 7 YR TREAS BD | $249.3M | 5.0%Prev: 5.5% | 2,089,070 SH | Increased+59,373 SH |
| ISHARES TR | ESG AW MSCI EAFE | $3.1M | 0.1% | 32,336 SH | New |
| ISHARES TR | ESG AWR MSCI USA | $1.9M | 0.0% | 12,474 SH | New |
| ISHARES TR | MSCI EAFE ETF | $47.2M | 0.9%Prev: 1.0% | 491,177 SH | Increased |
| ISHARES TR | MSCI EMG MKT ETF | $22.5M | 0.5%Prev: 0.5% | 412,144 SH | Increased |
| ISHARES TR | NATIONAL MUN ETF | $6.6M | 0.1%Prev: 0.1% | 61,978 SH | Increased |
| ISHARES TR | SHRT NAT MUN ETF | $44.7M | 0.9%Prev: 1.0% | 418,588 SH | Decreased |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $21.6M | 0.4%Prev: 0.5% | 786,995 SH | Increased |
| VANGUARD BD INDEX FDS | INTERMED TERM | $61.0M | 1.2%Prev: 1.4% | 783,879 SH | Decreased |
| VANGUARD BD INDEX FDS | SHORT TERM BOND | $88.4M | 1.8%Prev: 2.0% | 1,122,162 SH | Decreased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $240.1M | 4.8%Prev: 1.3% | 382,779 SH | Increased+289,303 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $53.0M | 1.1%Prev: 1.2% | 250,167 SH | Increased |
| VANGUARD INDEX FDS | SMALL CP ETF | $68.2M | 1.4%Prev: 1.5% | 264,352 SH | Increased+3,797 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $94.4M | 1.9%Prev: 2.1% | 658,548 SH | Increased |
| VANGUARD INTL EQUITY INDEX FUND | FTSE EMR MKT ETF | $2.21B | 44.3%Prev: 47.1% | 41,074,353 SH | Increased+2,671,801 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $4.9M | 0.1%Prev: 0.1% | 82,534 SH | Decreased |
| VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | $467.9M | 9.4%Prev: 5.4% | 7,490,656 SH | Increased+3,526,251 SH |
| 13F-HR |
| 0001104659-26-096540 |
| $6.26B |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001104659-25-078246 | $4.03B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001104659-26-061720 | $5.30B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001104659-25-049232 | $3.51B | View |