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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 | $726K | 0.4% | 8,140 SH | New |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | $438K | 0.2% | 9,250 SH | New |
| AMERICAN CENTY ETF TR | US EQT ETF | $5.4M | 2.8% | 41,887 SH | New |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $568K | 0.3% | 6,228 SH | New |
| AMERICAN CENTY ETF TR | US SML CP VALU | $457K | 0.2% | 3,664 SH | New |
| DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | $1.2M | 0.6% | 28,884 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $717K | 0.4%Prev: 0.4% | 17,638 SH | Increased-2,528 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $5.7M | 3.0%Prev: 2.7% | 142,993 SH | Increased-974 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $11.2M | 5.8%Prev: 5.9% | 206,876 SH | Increased-6,562 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $9.9M | 5.2%Prev: 4.7% | 240,360 SH | Increased+31,197 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $877K | 0.5%Prev: 0.6% | 25,714 SH | Increased-3,554 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $803K | 0.4%Prev: 0.4% | 22,927 SH | Increased+1,563 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $2.9M | 1.5%Prev: 1.7% | 71,731 SH | Increased-5,596 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $521K | 0.3% | 10,779 SH | New |
| DIMENSIONAL ETF TRUST | SHOR DUR FIX ETF | $314K | 0.2% | 6,580 SH | New |
| DIMENSIONAL ETF TRUST | US COR EQU 1 ETF | $456K | 0.2% | 5,563 SH | New |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $73.2M | 38.3% | 1,649,228 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $6.1M | 3.2%Prev: 3.4% | 117,794 SH | Increased-4,350 SH |
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | $5.6M | 2.9% | 67,839 SH | New |
| DIMENSIONAL ETF TRUST | US HIGH PROF ETF | $2.0M | 1.1% | 48,716 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $14.8M | 7.8%Prev: 8.5% | 269,708 SH | Increased-40,418 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTA ETF | $2.8M | 1.5% | 107,609 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $9.1M | 4.7%Prev: 3.8% | 120,839 SH | Increased+29,852 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $14.4M | 7.5%Prev: 8.9% | 205,886 SH | Increased-47,766 SH |
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | $235K | 0.1% | 2,838 SH | New |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $12.9M | 6.7%Prev: 6.9% | 349,686 SH | Increased-10,586 SH |
| ISHARES TR | 0-3 MTH TREASURY | $1.2M | 0.6% | 11,870 SH | New |
| ISHARES TR | CALIF MUN BD ETF | $242K | 0.1% | 4,194 SH | New |
| ISHARES TR | CORE S&P MCP ETF | $249K | 0.1%Prev: 0.1% | 3,227 SH | Increased |
| ISHARES TR | RUS 1000 ETF | $1.6M | 0.9%Prev: 1.0% | 3,991 SH | Increased-650 SH |
| ISHARES TR | RUS 1000 GRW ETF | $353K | 0.2%Prev: 0.2% | 2,846 SH | Increased+2,135 SH |
| ISHARES TR | RUSSELL 2000 ETF | $1.1M | 0.6%Prev: 0.5% | 3,595 SH | Increased+25 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $593K | 0.3%Prev: 0.3% | 18,704 SH | Increased+515 SH |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $244K | 0.1% | 327 SH | New |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | $973K | 0.5% | 1,383 SH | New |
| VANGUARD BD INDEX FDS | INTERMED TERM | $271K | 0.1%Prev: 0.3% | 3,535 SH | Decreased-1,861 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $779K | 0.4%Prev: 0.6% | 10,001 SH | Decreased-2,457 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $282K | 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 |