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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 A | $223K | 0.2% | 625 SH | New |
| ALPHABET INC | CAP STK CL C | $376K | 0.4%Prev: 0.3% | 1,065 SH | Increased |
| APPLE INC | COM | $10.6M | 10.2%Prev: 10.7% | 36,598 SH | Increased-862 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $339K | 0.3%Prev: 0.4% | 678 SH | Increased |
| BROADCOM INC | COM | $307K | 0.3%Prev: 0.3% | 813 SH | Increased |
| EA SERIES TRUST | FREEDOM 100 EM | $3.2M | 3.1%Prev: 2.8% | 43,748 SH | Increased-966 SH |
| ISHARES INC | ESG AWR MSCI EM | $572K | 0.5%Prev: 0.6% | 10,458 SH | Increased-1,180 SH |
| ISHARES TR | 0-3 MTH TREASURY | $451K | 0.4% | 4,483 SH | New |
| ISHARES TR | CORE 40 MODE ETF | $347K | 0.3% | 6,960 SH | New |
| ISHARES TR | CORE INTL AGGR | $5.3M | 5.1%Prev: 5.6% | 104,732 SH | Increased+5,752 SH |
| ISHARES TR | CORE MSCI EAFE | $445K | 0.4% | 4,605 SH | New |
| ISHARES TR | CORE S&P TTL STK | $223K | 0.2% | 1,355 SH | New |
| ISHARES TR | CORE S&P500 ETF | $1.3M | 1.2%Prev: 0.4% | 1,701 SH | Increased+1,147 SH |
| ISHARES TR | CORE UNIVRSL USD | $6.8M | 6.5%Prev: 7.3% | 147,870 SH | Increased+8,393 SH |
| ISHARES TR | ESG ADVAN ETF | $3.3M | 3.2% | 76,669 SH | New |
| ISHARES TR | ESG AW MSCI EAFE | $7.7M | 7.4%Prev: 7.1% | 75,138 SH | Increased+9,281 SH |
| ISHARES TR | ESG AWARE MSCI | $247K | 0.2%Prev: 0.3% | 4,420 SH | Decreased-2,020 SH |
| ISHARES TR | ESG AWR MSCI USA | $1.3M | 1.2%Prev: 1.4% | 7,720 SH | Increased-801 SH |
| ISHARES TR | ESG AWR US AGRGT | $453K | 0.4%Prev: 0.6% | 9,564 SH | Decreased-1,456 SH |
| ISHARES TR | ESG MSCI LEADR | $9.3M | 9.0%Prev: 7.7% | 70,355 SH | Increased+10,477 SH |
| ISHARES TR | NATIONAL MUN ETF | $1.5M | 1.4%Prev: 1.5% | 13,740 SH | Increased+1,258 SH |
| J P MORGAN EXCHANGE TRADED F | SUST MUNI IN ETF | $303K | 0.3% | 6,015 SH | New |
| META PLATFORMS INC | CL A | $207K | 0.2%Prev: 0.3% | 368 SH | Decreased-144 SH |
| MICROSOFT CORP | COM | $538K | 0.5%Prev: 0.7% | 1,441 SH | Decreased-165 SH |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | $2.3M | 2.2%Prev: 2.1% | 43,965 SH | Increased+3,469 SH |
| NVIDIA CORPORATION | COM | $286K | 0.3%Prev: 0.3% | 1,428 SH | Increased |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $232K | 0.2%Prev: 0.3% | 8,368 SH | Increased-786 SH |
| SPDR INDEX SHS FDS | ST PORT MARK ETF | $3.2M | 3.1% | 62,343 SH | New |
| SPDR INDEX SHS FDS | ST STR PO EX ETF | $10.6M | 10.2% | 210,482 SH | New |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $449K | 0.4%Prev: 0.6% | 9,267 SH | Decreased-1,160 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $3.9M | 3.8%Prev: 3.6% | 15,995 SH | Increased+481 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $15.9M | 15.3%Prev: 16.1% | 23,209 SH | Increased-591 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $208K | 0.2% | 685 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.7M | 2.6%Prev: 2.6% | 7,197 SH | Increased+3 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $406K | 0.4%Prev: 0.5% | 2,585 SH | Decreased-514 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $7.0M | 6.7%Prev: 7.7% | 138,926 SH | Increased+2,476 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $276K | 0.3%Prev: 0.3% | 3,353 SH | Increased+56 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $1.3M | 1.3%Prev: 1.3% | 10,117 SH | Increased+167 SH |
| 13F-HR |
| 0001754960-26-000600 |
| $104.2M |
| View |
| Apr 14, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000247 | $88.6M | View |