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CIK 0001906227 • 6 13F filings • Apr 21, 2025 – Jul 20, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | US EQT ETF | $1.3M | 0.8%Prev: 0.5% | 12,044 SH | Increased+4,597 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $387K | 0.2%Prev: 0.2% | 5,105 SH | Increased+62 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $303K | 0.2%Prev: 0.2% | 2,970 SH | Increased+175 SH |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $977K | 0.6%Prev: 0.5% | 22,947 SH | Increased+3,052 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $651K | 0.4%Prev: 0.4% | 19,679 SH | Decreased-950 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $4.8M | 2.8%Prev: 2.8% | 146,772 SH | Increased+1,511 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $10.4M | 6.2%Prev: 5.9% | 209,201 SH | Increased-3,289 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $8.4M | 5.0%Prev: 4.8% | 220,293 SH | Increased+3,026 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $885K | 0.5%Prev: 0.5% | 27,940 SH | Decreased-1,400 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $694K | 0.4%Prev: 0.4% | 21,063 SH | Increased-310 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $2.9M | 1.7%Prev: 1.7% | 75,831 SH | Increased-970 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $5.7M | 3.4%Prev: 3.4% | 121,714 SH | Increased+111 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | $465K | 0.3%Prev: 0.3% | 6,318 SH | Decreased-201 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $73.2M | 43.5%Prev: 43.1% | 1,848,865 SH | Increased-6,452 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $3.5M | 2.1%Prev: 2.1% | 47,493 SH | Increased+63 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $1.6M | 0.9%Prev: 0.9% | 41,817 SH | Increased+558 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $12.1M | 7.2%Prev: 8.2% | 259,133 SH | Decreased-44,195 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $1.9M | 1.1%Prev: 1.1% | 81,193 SH | Increased+4,527 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $6.3M | 3.7%Prev: 3.7% | 89,797 SH | Increased-778 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $588K | 0.3%Prev: 0.3% | 17,866 SH | Increased-25 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $13.3M | 7.9%Prev: 8.5% | 223,301 SH | Decreased-20,315 SH |
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | $202K | 0.1% | 2,724 SH | New |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $11.7M | 7.0%Prev: 6.8% | 357,291 SH | Increased+146 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $409K | 0.2%Prev: 0.2% | 4,070 SH | Increased+970 SH |
| ISHARES TR | CORE S&P MCP ETF | $213K | 0.1%Prev: 0.1% | 3,227 SH | Increased |
| ISHARES TR | RUS 1000 ETF | $1.5M | 0.9%Prev: 1.0% | 3,969 SH | Decreased-532 SH |
| ISHARES TR | RUS 1000 GRW ETF | $337K | 0.2%Prev: 0.2% | 711 SH | Increased |
| ISHARES TR | RUSSELL 2000 ETF | $879K | 0.5%Prev: 0.5% | 3,570 SH | Increased |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $509K | 0.3%Prev: 0.3% | 18,548 SH | Increased+184 SH |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $834K | 0.5%Prev: 0.5% | 1,382 SH | Increased |
| VANGUARD BD INDEX FDS | INTERMED TERM | $318K | 0.2%Prev: 0.2% | 4,087 SH | Decreased-1,180 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $846K | 0.5%Prev: 0.6% | 10,737 SH | Decreased-1,678 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $246K | 0.1%Prev: 0.1% | 1,160 SH | Increased |
| 13F-HR |
| 0001725547-26-000238 |
| $191.1M |
| View |
| Jul 11, 2025 | Q2 2025 | 13F-HR | 0001725547-25-003406 | $153.9M | View |
| Apr 15, 2026 | Q1 2026 | 13F-HR | 0001725547-26-000128 | $167.3M | View |
| Apr 21, 2025 | Q1 2025 | 13F-HR | 0001725547-25-001422 | $148.9M | View |