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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 | $306K | 0.3% | 1,065 SH | |
| APPLE INC | COM | $9.5M | 10.7% | 37,460 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $325K | 0.4% | 678 SH | |
| BROADCOM INC | COM | $252K | 0.3% | 813 SH | |
| EA SERIES TRUST | FREEDOM 100 EM | $2.4M | 2.8% | 44,714 SH | |
| ISHARES INC | ESG AWR MSCI EM | $529K | 0.6% | 11,638 SH | |
| ISHARES TR | CORE 40/60 MODER | $330K | 0.4% | 6,960 SH | |
| ISHARES TR | CORE INTL AGGR | $5.0M | 5.6% | 98,980 SH | |
| ISHARES TR | CORE S&P500 ETF | $362K | 0.4% | 554 SH | |
| ISHARES TR | CORE UNIVRSL USD | $6.4M | 7.3% | 139,477 SH | |
| ISHARES TR | ESG ADVANCED UNI | $2.0M | 2.2% | 45,690 SH | |
| ISHARES TR | ESG AW MSCI EAFE | $6.3M | 7.1% | 65,857 SH | |
| ISHARES TR | ESG AWARE MSCI | $303K | 0.3% | 6,440 SH | |
| ISHARES TR | ESG AWR MSCI USA | $1.2M | 1.4% | 8,521 SH | |
| ISHARES TR | ESG AWR US AGRGT | $524K | 0.6% | 11,020 SH | |
| ISHARES TR | ESG MSCI LEADR | $6.8M | 7.7% | 59,878 SH | |
| ISHARES TR | NATIONAL MUN ETF | $1.3M | 1.5% | 12,482 SH | |
| J P MORGAN EXCHANGE TRADED F | SUSTAINABLE MUNI | $378K | 0.4% | 7,593 SH | |
| META PLATFORMS INC | CL A | $293K | 0.3% | 512 SH | |
| MICROSOFT CORP | COM | $595K | 0.7% | 1,606 SH | |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | $1.8M | 2.1% | 40,496 SH | |
| NVIDIA CORPORATION | COM | $249K | 0.3% | 1,428 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $227K | 0.3% | 9,154 SH | |
| SPDR INDEX SHS FDS | STATE STREET SPD | $12.3M | 13.9% | 268,056 SH | |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $501K | 0.6% | 10,427 SH | |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $3.2M | 3.6% | 15,514 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $14.2M | 16.1% | 23,800 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.3M | 2.6% | 7,194 SH | |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $429K | 0.5% | 3,099 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $6.8M | 7.7% | 136,450 SH | |
| VANGUARD WORLD FD | ESG INTL STK ETF | $237K | 0.3% | 3,297 SH | |
| VANGUARD WORLD FD | ESG US STK ETF | $1.1M | 1.3% | 9,950 SH |
| 13F-HR |
| 0001754960-26-000600 |
| $104.2M |
| View |
| Apr 14, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000247 | $88.6M | View |