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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 | INTL EQT ETF | $425K | 0.3% | 5,004 SH | New |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | $411K | 0.2% | 9,326 SH | New |
| AMERICAN CENTY ETF TR | US EQT ETF | $3.4M | 2.1% | 30,957 SH | New |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $478K | 0.3% | 5,928 SH | New |
| AMERICAN CENTY ETF TR | US SML CP VALU | $460K | 0.3% | 4,163 SH | New |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $1.1M | 0.7%Prev: 0.4% | 26,767 SH | Increased+11,223 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $641K | 0.4%Prev: 0.3% | 18,547 SH | Increased+3,056 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $4.7M | 2.8%Prev: 2.5% | 139,850 SH | Increased-5,638 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $11.1M | 6.6%Prev: 5.1% | 210,747 SH | Increased-2,429 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $8.9M | 5.3%Prev: 3.9% | 229,029 SH | Increased+29,270 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $823K | 0.5%Prev: 0.5% | 25,550 SH | Increased-2,928 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $734K | 0.4%Prev: 0.3% | 21,797 SH | Increased+5,155 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $2.8M | 1.7%Prev: 1.3% | 70,021 SH | Increased-1,009 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $5.4M | 3.2%Prev: 3.3% | 119,992 SH | Increased+20 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | $400K | 0.2% | 5,553 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $66.0M | 39.5%Prev: 44.2% | 1,698,938 SH | Increased-204,882 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $4.4M | 2.6%Prev: 2.0% | 62,374 SH | Increased+15,162 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $1.6M | 1.0%Prev: 0.9% | 44,164 SH | Increased+4,021 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $12.6M | 7.5%Prev: 10.2% | 260,431 SH | Decreased-111,125 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $2.2M | 1.3%Prev: 1.0% | 92,510 SH | Increased+25,809 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $7.1M | 4.3%Prev: 4.0% | 100,116 SH | Increased+8,146 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $616K | 0.4% | 17,586 SH | New |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $12.9M | 7.7%Prev: 9.8% | 206,222 SH | Decreased-56,390 SH |
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | $215K | 0.1% | 2,912 SH | New |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $11.8M | 7.0%Prev: 6.1% | 346,394 SH | Increased-16,952 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $282K | 0.2% | 2,806 SH | New |
| ISHARES TR | CORE S&P MCP ETF | $218K | 0.1%Prev: 0.1% | 3,227 SH | Increased |
| ISHARES TR | RUS 1000 ETF | $1.4M | 0.9%Prev: 1.2% | 3,991 SH | Decreased-1,705 SH |
| ISHARES TR | RUS 1000 GRW ETF | $303K | 0.2%Prev: 0.2% | 711 SH | Increased |
| ISHARES TR | RUSSELL 2000 ETF | $892K | 0.5%Prev: 0.5% | 3,595 SH | Increased+25 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $574K | 0.3%Prev: 0.3% | 18,704 SH | Increased+852 SH |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | $853K | 0.5% | 1,383 SH | New |
| VANGUARD BD INDEX FDS | INTERMED TERM | $306K | 0.2%Prev: 0.3% | 3,970 SH | Decreased-1,402 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $834K | 0.5%Prev: 0.7% | 10,633 SH | Decreased-2,146 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $252K | 0.2%Prev: 0.2% | 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 |