Q3 2025 Holdings
Filed 2025-10-30 | 766 holdings | $219.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $4.5M | 51,536 | 2.0% |
| Vanguard World FD(ESGV) | ESG US STK ETF | 921910733 | $5.7M | 47,850 | 2.6% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $6.0M | 31,955 | 2.7% |
| Vanguard World FD(VSGX) | ESG INTL STK ETF | 921910725 | $6.0M | 86,464 | 2.7% |
| Ishares TR(GOVT) | US TREAS BD ETF | 46429B267 | $6.1M | 265,313 | 2.8% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $6.9M | 31,334 | 3.1% |
| Nushares ETF TR(NUBD) | NUVEEN ESG US | 67092P870 | $7.0M | 310,870 | 3.2% |
| Apple Inc(AAPL) | COM | 037833100 | $7.8M | 30,745 | 3.6% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $8.4M | 13,735 | 3.8% |
| Ishares TR(SGOV) | 0-3 MNTH TREASRY | 46436E718 | $9.3M | 92,256 | 4.2% |