Q3 2025 Holdings
Filed 2025-10-15 | 56 holdings | $163.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(SUSC) | ESG AWRE USD ETF | 46435G193 | $5.6M | 235,868 | 3.4% |
| Ishares Inc(ESGE) | ESG AWR MSCI EM | 46434G863 | $5.7M | 130,735 | 3.5% |
| Vanguard Scottsdale FDS(VGSH) | SHORT TERM TREAS | 92206C102 | $9.2M | 155,724 | 5.6% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $12.1M | 120,657 | 7.4% |
| Ishares TR(ESGD) | ESG AW MSCI EAFE | 46435G516 | $18.7M | 200,733 | 11.4% |
| Vanguard World FD(ESGV) | ESG US STK ETF | 921910733 | $58.4M | 493,435 | 35.8% |