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CIK 0001369913 • 6 13F filings • May 13, 2025 – Aug 12, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $218K | 0.1% | 1,018 SH | New |
| AMERICAN TOWER CORP NEW | COM | $632K | 0.1%Prev: 0.2% | 3,599 SH | Decreased |
| AMGEN INC | COM | $4.0M | 0.9%Prev: 0.7% | 12,364 SH | Increased+2,645 SH |
| APPLE INC | COM | $551K | 0.1%Prev: 0.1% | 2,028 SH | Increased |
| AVALONBAY CMNTYS INC | COM | $269K | 0.1%Prev: 0.1% | 1,481 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | CL A | $755K | 0.2%Prev: 0.2% | 1 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.9M | 0.7%Prev: 0.7% | 5,677 SH | Decreased |
| CATERPILLAR INC | COM | $598K | 0.1%Prev: 0.0% | 1,043 SH | Increased+615 SH |
| CHEVRON CORP NEW | COM | $8.8M | 2.0%Prev: 2.1% | 57,554 SH | Decreased+188 SH |
| CISCO SYS INC | COM | $737K | 0.2%Prev: 0.2% | 9,567 SH | Increased-509 SH |
| COCA COLA CO | COM | $500K | 0.1% | 7,158 SH | New |
| COLGATE PALMOLIVE CO | COM | $379K | 0.1%Prev: 0.1% | 4,800 SH | Decreased |
| CROWN CASTLE INC | COM | $353K | 0.1%Prev: 0.1% | 3,972 SH | Decreased |
| DIGITAL RLTY TR INC | COM | $469K | 0.1%Prev: 0.1% | 3,030 SH | Decreased |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $1.0M | 0.2% | 24,459 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $8.8M | 2.0%Prev: 2.0% | 265,385 SH | Increased+10,903 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $302K | 0.1%Prev: 0.1% | 8,962 SH | Decreased-2,017 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $1.4M | 0.3%Prev: 0.3% | 41,755 SH | Increased+63 SH |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | $1.9M | 0.4%Prev: 0.4% | 34,266 SH | Increased+4,996 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $8.8M | 2.1%Prev: 1.8% | 334,634 SH | Increased+54,715 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $1.8M | 0.4%Prev: 0.4% | 35,620 SH | Increased-377 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $2.7M | 0.6%Prev: 0.6% | 69,901 SH | Increased+3,421 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $13.3M | 3.1%Prev: 2.8% | 387,317 SH | Increased+33,191 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $3.8M | 0.9%Prev: 0.7% | 78,899 SH | Increased+14,789 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $1.7M | 0.4%Prev: 0.4% | 35,937 SH | Increased+4,857 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $1.8M | 0.4%Prev: 0.4% | 38,809 SH | Increased+5,322 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $12.0M | 2.8%Prev: 2.6% | 161,855 SH | Increased+13,064 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $1.4M | 0.3%Prev: 0.4% | 37,597 SH | Decreased-6,859 SH |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $3.8M | 0.9%Prev: 0.9% | 111,300 SH | Increased+3,460 SH |
| DIMENSIONAL ETF TRUST | US LARGE CAP VEC | $868K | 0.2%Prev: 0.2% | 11,676 SH | Increased-208 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $22.6M | 5.3%Prev: 5.2% | 485,791 SH | Increased+1,152 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $543K | 0.1%Prev: 0.1% | 23,692 SH | Decreased-637 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $12.7M | 2.9%Prev: 2.8% | 181,990 SH | Increased+14,077 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $5.0M | 1.2%Prev: 1.1% | 151,323 SH | Increased+4,034 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $8.7M | 2.0%Prev: 2.0% | 145,467 SH | Increased+62 SH |
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | $8.3M | 1.9%Prev: 1.8% | 112,427 SH | Increased+9,702 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $7.8M | 1.8%Prev: 1.8% | 237,370 SH | Increased-3,676 SH |
| DOW INC | COM | $897K | 0.2%Prev: 0.3% | 38,368 SH | Decreased-22,883 SH |
| ELI LILLY & CO | COM | $1.5M | 0.3%Prev: 0.3% | 1,395 SH | Increased |
| EQUINIX INC | COM | $712K | 0.2%Prev: 0.2% | 929 SH | Decreased |
| EQUITY RESIDENTIAL | SH BEN INT | $231K | 0.1%Prev: 0.1% | 3,665 SH | Decreased |
| EXTRA SPACE STORAGE INC | COM | $293K | 0.1%Prev: 0.1% | 2,249 SH | Decreased |
| EXXON MOBIL CORP | COM | $704K | 0.2%Prev: 0.4% | 5,846 SH | Decreased-10,510 SH |
| GE AEROSPACE | COM NEW | $538K | 0.1%Prev: 0.2% | 1,745 SH | Decreased-352 SH |
| HARTFORD INSURANCE GROUP INC | COM | $334K | 0.1%Prev: 0.1% | 2,423 SH | Increased |
| HOME DEPOT INC | COM | $736K | 0.2%Prev: 0.2% | 2,140 SH | Decreased |
| INTERNATIONAL BUSINESS MACHS | COM | $2.9M | 0.7%Prev: 1.0% | 9,622 SH | Decreased-4,729 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $1.8M | 0.4%Prev: 0.4% | 9,522 SH | Increased |
| IRON MTN INC DEL | COM | $257K | 0.1%Prev: 0.1% | 3,103 SH | Decreased |
| ISHARES GOLD TR | ISHARES NEW | $8.3M | 1.9%Prev: 2.2% | 102,250 SH | Decreased-25,959 SH |
| ISHARES TR | 1 3 YR TREAS BD | $2.9M | 0.7%Prev: 0.7% | 35,216 SH | Decreased-678 SH |
| ISHARES TR | CORE S&P SCP ETF | $673K | 0.2%Prev: 0.2% | 5,598 SH | Decreased-188 SH |
| ISHARES TR | CORE S&P500 ETF | $706K | 0.2%Prev: 0.2% | 1,031 SH | Increased |
| ISHARES TR | CORE US AGGBD ET | $2.0M | 0.5%Prev: 0.4% | 20,406 SH | Increased+4,091 SH |
| ISHARES TR | MICRO-CAP ETF | $235K | 0.1%Prev: 0.1% | 1,492 SH | Increased |
| ISHARES TR | MSCI EAFE ETF | $356K | 0.1%Prev: 0.1% | 3,704 SH | Decreased-385 SH |
| ISHARES TR | MSCI EMG MKT ETF | $603K | 0.1%Prev: 0.2% | 11,019 SH | Decreased-694 SH |
| ISHARES TR | RUS 1000 GRW ETF | $1.7M | 0.4%Prev: 0.4% | 3,573 SH | Increased-5 SH |
| ISHARES TR | RUS 1000 VAL ETF | $857K | 0.2%Prev: 0.2% | 4,076 SH | Increased |
| ISHARES TR | RUSSELL 2000 ETF | $610K | 0.1%Prev: 0.1% | 2,477 SH | Increased |
| ISHARES TR | S&P 500 GRWT ETF | $2.1M | 0.5%Prev: 0.5% | 16,817 SH | Decreased-2,078 SH |
| ISHARES TR | S&P 500 VAL ETF | $353K | 0.1%Prev: 0.1% | 1,666 SH | Decreased-211 SH |
| ISHARES TR | SELECT US REIT | $381K | 0.1%Prev: 0.1% | 6,384 SH | Decreased |
| ISHARES TR | SP SMCP600VL ETF | $1.5M | 0.3%Prev: 0.3% | 12,760 SH | Increased-190 SH |
| ISHARES TR | TIPS BD ETF | $1.6M | 0.4%Prev: 0.4% | 14,664 SH | Increased+461 SH |
| ISHARES TR | TRUST ISHARE 0-1 | $5.5M | 1.3% | 50,109 SH | New |
| JOHNSON & JOHNSON | COM | $4.8M | 1.1%Prev: 1.0% | 23,332 SH | Increased+635 SH |
| JOHNSON CTLS INTL PLC | SHS | $375K | 0.1%Prev: 0.1% | 3,130 SH | Increased |
| JPMORGAN CHASE & CO. | COM | $742K | 0.2%Prev: 0.2% | 2,302 SH | Decreased-535 SH |
| MEDTRONIC PLC | SHS | $276K | 0.1%Prev: 0.1% | 2,868 SH | Increased |
| MERCK & CO INC | COM | $5.9M | 1.4%Prev: 0.9% | 55,803 SH | Increased+9,977 SH |
| MICROSOFT CORP | COM | $411K | 0.1%Prev: 0.1% | 850 SH | Decreased |
| NEXTERA ENERGY INC | COM | $609K | 0.1%Prev: 0.1% | 7,586 SH | Increased |
| PEPSICO INC | COM | $567K | 0.1%Prev: 0.1% | 3,951 SH | Increased |
| PFIZER INC | COM | $201K | 0.0%Prev: 0.1% | 8,082 SH | Decreased-460 SH |
| PROCTER AND GAMBLE CO | COM | $505K | 0.1%Prev: 0.2% | 3,522 SH | Decreased-975 SH |
| PROLOGIS INC. | COM | $903K | 0.2%Prev: 0.2% | 7,070 SH | Increased |
| PUBLIC STORAGE OPER CO | COM | $422K | 0.1%Prev: 0.1% | 1,626 SH | Decreased |
| REALTY INCOME CORP | COM | $424K | 0.1%Prev: 0.1% | 7,526 SH | Decreased |
| SBA COMMUNICATIONS CORP NEW | CL A | $222K | 0.1%Prev: 0.1% | 1,146 SH | Increased |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $966K | 0.2%Prev: 0.2% | 29,486 SH | Decreased+3 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $1.2M | 0.3%Prev: 0.3% | 51,951 SH | Increased-1,273 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $4.0M | 0.9%Prev: 0.8% | 163,059 SH | Increased+22,723 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $3.0M | 0.7% | 114,611 SH | New |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $464K | 0.1%Prev: 0.1% | 15,663 SH | Decreased-1,635 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $2.3M | 0.5%Prev: 0.5% | 85,578 SH | Increased-682 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $2.2M | 0.5%Prev: 0.5% | 78,428 SH | Increased-804 SH |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $266K | 0.1% | 1,848 SH | New |
| SIMON PPTY GROUP INC NEW | COM | $492K | 0.1%Prev: 0.1% | 2,656 SH | Decreased |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $3.4M | 0.8%Prev: 0.8% | 76,172 SH | Decreased-3,956 SH |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $921K | 0.2%Prev: 0.2% | 19,683 SH | Decreased-144 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $591K | 0.1%Prev: 0.1% | 867 SH | Decreased-32 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $7.9M | 1.8% | 120,028 SH | New |
| TE CONNECTIVITY PLC | ORD SHS | $256K | 0.1%Prev: 0.1% | 1,124 SH | Decreased-267 SH |
| THE CIGNA GROUP | COM | $560K | 0.1%Prev: 0.1% | 2,033 SH | Decreased |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $2.3M | 0.5%Prev: 0.5% | 28,895 SH | Increased+677 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $1.1M | 0.3%Prev: 0.2% | 15,341 SH | Increased+1,645 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $371K | 0.1%Prev: 0.1% | 7,679 SH | Decreased-1,130 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $38.6M | 9.0%Prev: 9.2% | 79,205 SH | Increased-576 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $1.8M | 0.4%Prev: 0.5% | 5,824 SH | Decreased-598 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $6.3M | 1.5%Prev: 1.5% | 70,674 SH | Decreased+263 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $5.2M | 1.2%Prev: 1.4% | 8,243 SH | Decreased-1,020 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $6.5M | 1.5%Prev: 1.6% | 30,642 SH | Decreased-1,404 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $6.4M | 1.5%Prev: 1.6% | 24,957 SH | Decreased-843 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.3M | 0.5%Prev: 0.6% | 6,851 SH | Decreased-204 SH |
| VANGUARD INDEX FDS | VALUE ETF | $11.4M | 2.6%Prev: 2.6% | 59,640 SH | Increased+643 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $3.8M | 0.9%Prev: 0.9% | 70,332 SH | Increased+3,957 SH |
| VANGUARD MALVERN FDS | SHORT DURATION B | $1.1M | 0.3% | 14,236 SH | New |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $582K | 0.1%Prev: 0.1% | 11,777 SH | Increased+912 SH |
| VANGUARD MUN BD FDS | SHORT TAX EXEMPT | $317K | 0.1% | 4,149 SH | New |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $4.2M | 1.0%Prev: 0.9% | 82,741 SH | Increased+6,019 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $3.2M | 0.7%Prev: 0.7% | 38,438 SH | Increased+3,772 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $2.9M | 0.7%Prev: 0.7% | 49,172 SH | Decreased-996 SH |
| VANGUARD SCOTTSDALE FDS | TOTAL CORP BND | $233K | 0.1%Prev: 0.1% | 3,004 SH | Increased+56 SH |
| VANGUARD SCOTTSDALE FDS | TOTAL WLD BD ETF | $309K | 0.1%Prev: 0.1% | 4,497 SH | Decreased+43 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | $1.4M | 0.3%Prev: 0.3% | 4,425 SH | Increased |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $304K | 0.1%Prev: 0.1% | 1,385 SH | Decreased-29 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $248K | 0.1%Prev: 0.1% | 3,291 SH | Decreased-222 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $8.1M | 1.9%Prev: 2.0% | 130,091 SH | Decreased-12,012 SH |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $20.2M | 4.7%Prev: 4.5% | 224,655 SH | Increased+3,997 SH |
| VANGUARD WORLD FD | ESG US CORP BD | $419K | 0.1%Prev: 0.1% | 6,578 SH | Increased+119 SH |
| VANGUARD WORLD FD | INF TECH ETF | $626K | 0.1%Prev: 0.1% | 831 SH | Increased+16 SH |
| VANGUARD WORLD FD | UTILITIES ETF | $10.0M | 2.3%Prev: 2.4% | 53,909 SH | Decreased+482 SH |
| VERIZON COMMUNICATIONS INC | COM | $8.3M | 1.9%Prev: 2.2% | 203,991 SH | Decreased-1,288 SH |
| VICI PPTYS INC | COM | $312K | 0.1%Prev: 0.1% | 11,092 SH | Decreased |
| WORLD GOLD TR | SPDR GLD MINIS | $43.8M | 10.2%Prev: 10.3% | 512,994 SH | Increased-50,361 SH |
| 13F-HR |
| 0001369913-26-000003 |
| $473.3M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004966 | $391.8M | View |
| May 13, 2026 | Q1 2026 | 13F-HR | 0001369913-26-000002 | $448.3M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001085146-25-003042 | $568.1M | View |