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CIK 0001906227 • 6 13F filings • Apr 21, 2025 – Jul 20, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $641K | 0.4% | 15,544 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $406K | 0.3% | 15,491 SH | |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $3.7M | 2.5% | 145,488 SH | |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $7.6M | 5.1% | 213,176 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $5.8M | 3.9% | 199,759 SH | |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $719K | 0.5% | 28,478 SH | |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $409K | 0.3% | 16,642 SH | |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $1.9M | 1.3% | 71,030 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $4.9M | 3.3% | 119,972 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $65.9M | 44.2% | 1,903,820 SH | |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $3.0M | 2.0% | 47,212 SH | |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $1.4M | 0.9% | 40,143 SH | |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $15.2M | 10.2% | 371,556 SH | |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $1.6M | 1.0% | 66,701 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $6.0M | 4.0% | 91,970 SH | |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $14.6M | 9.8% | 262,612 SH | |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $9.0M | 6.1% | 363,346 SH | |
| ISHARES TR | CORE S&P MCP ETF | $201K | 0.1% | 3,227 SH | |
| ISHARES TR | RUS 1000 ETF | $1.8M | 1.2% | 5,696 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $286K | 0.2% | 711 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $789K | 0.5% | 3,570 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $488K | 0.3% | 17,852 SH | |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $837K | 0.6% | 1,470 SH | |
| VANGUARD BD INDEX FDS | INTERMED TERM | $401K | 0.3% | 5,372 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $987K | 0.7% | 12,779 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $204K | 0.1% | 379 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $230K | 0.2% | 1,160 SH |
| 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 |