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CIK 0002106948 • 3 13F filings • Jan 29, 2026 – Jul 15, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $236K | 0.2% | 1,033 SH | New |
| ADVANCED MICRO DEVICES INC | COM | $428K | 0.4%Prev: 0.6% | 2,000 SH | Decreased+507 SH |
| AFLAC INC | COM | $11.8M | 10.1%Prev: 9.1% | 106,635 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $347K | 0.3%Prev: 0.3% | 1,110 SH | Decreased-155 SH |
| AMAZON COM INC | COM | $201K | 0.2%Prev: 0.2% | 870 SH | Decreased-211 SH |
| AMERICAN CENTY ETF TR | AVANTIS CORE FI | $2.4M | 2.1%Prev: 2.0% | 56,867 SH | Decreased-10,926 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $1.0M | 0.9%Prev: 1.2% | 13,152 SH | Decreased-4,340 SH |
| AMERICAN CENTY ETF TR | AVANTIS SHFXDINC | $2.1M | 1.8%Prev: 1.6% | 45,291 SH | Decreased-1,147 SH |
| AMERICAN CENTY ETF TR | AVANTIS US SMALL | $837K | 0.7% | 14,251 SH | New |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | $325K | 0.3%Prev: 0.2% | 4,563 SH | Increased+1,002 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $3.0M | 2.6%Prev: 2.5% | 36,362 SH | Decreased-1,893 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $322K | 0.3%Prev: 0.2% | 3,424 SH | Decreased+224 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $6.3M | 5.4%Prev: 5.6% | 56,317 SH | Decreased-3,616 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $1.5M | 1.3%Prev: 1.3% | 20,092 SH | Decreased+610 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $1.4M | 1.2%Prev: 1.4% | 14,053 SH | Decreased-1,481 SH |
| APPLE INC | COM | $333K | 0.3%Prev: 0.3% | 1,225 SH | Decreased-141 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.1M | 1.8%Prev: 1.9% | 4,182 SH | Decreased-958 SH |
| CENTRAL SECS CORP | COM | $252K | 0.2%Prev: 0.2% | 4,967 SH | Decreased |
| CHEVRON CORP NEW | COM | $400K | 0.3% | 2,624 SH | New |
| COCA COLA CO | COM | $503K | 0.4%Prev: 0.4% | 7,189 SH | Decreased-18 SH |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $6.5M | 5.6% | 152,888 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $1.6M | 1.4%Prev: 1.4% | 47,606 SH | Decreased+1,330 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS HI | $338K | 0.3%Prev: 0.3% | 10,479 SH | Decreased+1,545 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $419K | 0.4%Prev: 0.3% | 12,428 SH | Decreased+1,319 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $1.5M | 1.3%Prev: 1.5% | 45,096 SH | Decreased-4,845 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $331K | 0.3%Prev: 0.3% | 12,527 SH | Decreased-467 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $1.1M | 0.9%Prev: 0.8% | 21,923 SH | Decreased+298 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $3.2M | 2.7%Prev: 2.8% | 83,672 SH | Decreased-9,618 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $3.8M | 3.3%Prev: 3.1% | 111,106 SH | Decreased-4,316 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $952K | 0.8%Prev: 0.8% | 30,069 SH | Decreased-1,539 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $1.1M | 1.0%Prev: 0.9% | 29,182 SH | Decreased-1,031 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $6.5M | 5.6% | 136,439 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $782K | 0.7% | 16,701 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $20.1M | 17.3% | 506,806 SH | New |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $2.4M | 2.1% | 63,749 SH | New |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $775K | 0.7% | 22,645 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $438K | 0.4%Prev: 0.4% | 9,408 SH | Decreased-147 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $739K | 0.6% | 32,253 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $457K | 0.4%Prev: 2.1% | 6,554 SH | Decreased-60,779 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $2.0M | 1.7% | 60,930 SH | New |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $642K | 0.6%Prev: 0.5% | 10,781 SH | Decreased+78 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $457K | 0.4%Prev: 0.4% | 13,948 SH | Decreased-218 SH |
| DOUBLELINE INCOME SOLUTIONS | COM | $369K | 0.3%Prev: 0.3% | 32,750 SH | Decreased-1,989 SH |
| DUKE ENERGY CORP NEW | COM NEW | $349K | 0.3%Prev: 0.3% | 2,976 SH | Decreased-393 SH |
| EXXON MOBIL CORP | COM | $1.1M | 0.9%Prev: 0.9% | 8,881 SH | Decreased-30 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $740K | 0.6%Prev: 0.5% | 2,497 SH | Increased |
| INVESCO QQQ TR | UNIT SER 1 | $545K | 0.5% | 887 SH | New |
| ISHARES TR | 0-5 YR TIPS ETF | $2.2M | 1.9%Prev: 2.5% | 21,883 SH | Decreased-11,160 SH |
| ISHARES TR | CORE 60/40 BALAN | $303K | 0.3% | 4,655 SH | New |
| ISHARES TR | CORE S&P MCP ETF | $264K | 0.2%Prev: 0.2% | 4,000 SH | Decreased |
| ISHARES TR | RUSSELL 2000 ETF | $295K | 0.3%Prev: 0.3% | 1,200 SH | Decreased |
| ISHARES TR | SHRT NAT MUN ETF | $396K | 0.3%Prev: 0.4% | 3,709 SH | Decreased-1,030 SH |
| META PLATFORMS INC | CL A | $288K | 0.2%Prev: 0.2% | 437 SH | Increased-71 SH |
| MICROSOFT CORP | COM | $566K | 0.5%Prev: 0.4% | 1,170 SH | Increased-222 SH |
| PROCTER AND GAMBLE CO | COM | $748K | 0.6% | 5,218 SH | New |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $206K | 0.2%Prev: 0.2% | 7,500 SH | Decreased |
| SOUTHERN CO | COM | $466K | 0.4%Prev: 0.4% | 5,345 SH | Decreased-722 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $1.4M | 1.2% | 2,086 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $799K | 0.7% | 7,985 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $547K | 0.5% | 1,800 SH | New |
| THERMO FISHER SCIENTIFIC INC | COM | $377K | 0.3%Prev: 0.2% | 650 SH | Increased |
| VANECK ETF TRUST | JUNIOR GOLD MINE | $203K | 0.2% | 1,786 SH | New |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $2.1M | 1.8%Prev: 2.1% | 41,889 SH | Decreased-16,100 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $601K | 0.5%Prev: 0.5% | 1,233 SH | Decreased-7,064 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $350K | 0.3%Prev: 0.3% | 1,208 SH | Decreased-3,689 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $237K | 0.2%Prev: 0.2% | 920 SH | Decreased-4 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $706K | 0.6%Prev: 0.6% | 2,105 SH | Decreased+10 SH |
| VANGUARD INDEX FDS | VALUE ETF | $1.1M | 0.9%Prev: 0.9% | 5,632 SH | Decreased-118 SH |
| VANGUARD INSTL INDEX FD | 0-3 MO TREAS BIL | $742K | 0.6% | 9,832 SH | New |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $386K | 0.3%Prev: 0.3% | 7,189 SH | Decreased-225 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $621K | 0.5%Prev: 0.5% | 4,401 SH | Decreased-237 SH |
| VANGUARD MALVERN FDS | CORE BD ETF | $318K | 0.3%Prev: 0.2% | 4,085 SH | Increased+1 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $2.2M | 1.9%Prev: 1.9% | 44,950 SH | Decreased-6,152 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $213K | 0.2%Prev: 0.2% | 3,628 SH | Decreased-1,178 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.2M | 1.1%Prev: 1.0% | 5,584 SH | Decreased+51 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $820K | 0.7%Prev: 0.7% | 13,128 SH | Decreased-378 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $326K | 0.3%Prev: 0.3% | 2,268 SH | Decreased-39 SH |
| 13F-HR |
| 0002106948-26-000002 |
| $120.2M |
| View |