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CIK 0002101744 • 3 13F filings • Jan 15, 2026 – Jul 22, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $334K | 0.4%Prev: 0.4% | 1,065 SH | Decreased |
| APPLE INC | COM | $9.9M | 11.6%Prev: 10.2% | 36,284 SH | Decreased-314 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $341K | 0.4%Prev: 0.3% | 678 SH | Increased |
| BROADCOM INC | COM | $281K | 0.3%Prev: 0.3% | 813 SH | Decreased |
| EA SERIES TRUST | FREEDOM 100 EM | $2.2M | 2.6%Prev: 3.1% | 43,389 SH | Decreased-359 SH |
| ISHARES INC | ESG AWR MSCI EM | $576K | 0.7%Prev: 0.5% | 13,030 SH | Increased+2,572 SH |
| ISHARES TR | CORE 40/60 MODER | $332K | 0.4% | 6,960 SH | New |
| ISHARES TR | CORE INTL AGGR | $4.2M | 4.9%Prev: 5.1% | 83,114 SH | Decreased-21,618 SH |
| ISHARES TR | CORE S&P TTL STK | $201K | 0.2%Prev: 0.2% | 1,355 SH | Decreased |
| ISHARES TR | CORE S&P500 ETF | $366K | 0.4%Prev: 1.2% | 534 SH | Decreased-1,167 SH |
| ISHARES TR | CORE UNIVRSL USD | $5.8M | 6.8%Prev: 6.5% | 124,837 SH | Decreased-23,033 SH |
| ISHARES TR | ESG ADVANCED UNI | $1.1M | 1.3% | 24,460 SH | New |
| ISHARES TR | ESG AW MSCI EAFE | $5.8M | 6.8%Prev: 7.4% | 61,297 SH | Decreased-13,841 SH |
| ISHARES TR | ESG AWARE MSCI | $387K | 0.5%Prev: 0.2% | 8,408 SH | Increased+3,988 SH |
| ISHARES TR | ESG AWR MSCI USA | $1.4M | 1.6%Prev: 1.2% | 9,178 SH | Increased+1,458 SH |
| ISHARES TR | ESG AWR US AGRGT | $648K | 0.8%Prev: 0.4% | 13,549 SH | Increased+3,985 SH |
| ISHARES TR | ESG MSCI LEADR | $5.1M | 5.9%Prev: 9.0% | 41,724 SH | Decreased-28,631 SH |
| ISHARES TR | NATIONAL MUN ETF | $1.3M | 1.5%Prev: 1.4% | 11,918 SH | Decreased-1,822 SH |
| J P MORGAN EXCHANGE TRADED F | SUSTAINABLE MUNI | $388K | 0.5% | 7,699 SH | New |
| META PLATFORMS INC | CL A | $251K | 0.3%Prev: 0.2% | 381 SH | Increased+13 SH |
| MICROSOFT CORP | COM | $930K | 1.1%Prev: 0.5% | 1,922 SH | Increased+481 SH |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | $1.4M | 1.6%Prev: 2.2% | 31,350 SH | Decreased-12,615 SH |
| NVIDIA CORPORATION | COM | $286K | 0.3%Prev: 0.3% | 1,535 SH | Increased+107 SH |
| ROBLOX CORP | CL A | $237K | 0.3% | 2,927 SH | New |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $244K | 0.3%Prev: 0.2% | 10,153 SH | Increased+1,785 SH |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $9.2M | 10.8% | 207,277 SH | New |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $2.8M | 3.3% | 59,861 SH | New |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $533K | 0.6%Prev: 0.4% | 11,021 SH | Increased+1,754 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $3.2M | 3.8%Prev: 3.8% | 15,459 SH | Decreased-536 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $14.3M | 16.8%Prev: 15.3% | 22,843 SH | Decreased-366 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.6M | 3.0%Prev: 2.6% | 7,716 SH | Decreased+519 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $349K | 0.4%Prev: 0.4% | 2,474 SH | Decreased-111 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $6.8M | 8.0%Prev: 6.7% | 135,534 SH | Decreased-3,392 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $241K | 0.3%Prev: 0.3% | 3,364 SH | Decreased+11 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $1.2M | 1.4%Prev: 1.3% | 9,994 SH | Decreased-123 SH |
| 13F-HR |
| 0001754960-26-000600 |
| $104.2M |
| View |
| Apr 14, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000247 | $88.6M | View |