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CIK 0001745945 • 6 13F filings • May 9, 2025 – Aug 6, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $639K | 0.2%Prev: 0.1% | 2,040 SH | Increased-127 SH |
| AMAZON COM INC | COM | $668K | 0.2%Prev: 0.2% | 2,892 SH | Decreased-399 SH |
| AMERICAN HEALTHCARE REIT INC | COM SHS | $242K | 0.1%Prev: 0.1% | 5,147 SH | Increased |
| AMPHENOL CORP NEW | CL A | $377K | 0.1%Prev: 0.1% | 2,790 SH | Increased-81 SH |
| ANGEL STUDIOS INC | CL A COM | $130K | 0.0%Prev: 0.0% | 27,859 SH | Decreased |
| APPLE INC | COM | $1.1M | 0.3%Prev: 0.3% | 3,945 SH | Decreased-450 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $274K | 0.1%Prev: 0.1% | 546 SH | Increased+9 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $35.2M | 9.2%Prev: 8.8% | 1,081,599 SH | Decreased-52,605 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $46.0M | 12.0%Prev: 11.2% | 1,207,997 SH | Increased-41,325 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $155.2M | 40.4%Prev: 40.6% | 3,315,971 SH | Decreased-289,397 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $2.3M | 0.6%Prev: 0.5% | 57,169 SH | Increased |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $2.3M | 0.6%Prev: 0.5% | 71,381 SH | Increased+171 SH |
| ISHARES TR | CORE 40/60 MODER | $207K | 0.1% | 4,330 SH | New |
| ISHARES TR | CORE 60/40 BALAN | $306K | 0.1%Prev: 0.1% | 4,707 SH | Increased+118 SH |
| ISHARES TR | CORE 80/20 AGGRE | $465K | 0.1%Prev: 0.1% | 5,192 SH | Decreased-844 SH |
| ISHARES TR | CORE US AGGBD ET | $14.3M | 3.7%Prev: 3.9% | 143,524 SH | Decreased-15,783 SH |
| ISHARES TR | IBOXX INV CP ETF | $240K | 0.1%Prev: 0.1% | 2,182 SH | Decreased+18 SH |
| ISHARES TR | NATIONAL MUN ETF | $11.3M | 2.9%Prev: 2.8% | 105,464 SH | Decreased-805 SH |
| ISHARES TR | RUSSELL 3000 ETF | $5.2M | 1.3%Prev: 1.3% | 13,402 SH | Decreased-418 SH |
| ISHARES TR | TRS FLT RT BD | $3.5M | 0.9%Prev: 2.0% | 70,025 SH | Decreased-89,367 SH |
| META PLATFORMS INC | CL A | $305K | 0.1%Prev: 0.1% | 462 SH | Decreased-30 SH |
| MICROSOFT CORP | COM | $369K | 0.1%Prev: 0.1% | 763 SH | Decreased-44 SH |
| NETFLIX INC | COM | $294K | 0.1%Prev: 0.1% | 3,140 SH | Decreased+2,826 SH |
| NVIDIA CORPORATION | COM | $1.5M | 0.4%Prev: 0.4% | 7,973 SH | Decreased-61 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $274K | 0.1% | 11,413 SH | New |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $601K | 0.2%Prev: 0.2% | 22,903 SH | Decreased-2,358 SH |
| SPDR GOLD TR | GOLD SHS | $596K | 0.2%Prev: 0.1% | 1,505 SH | Increased-5 SH |
| SPDR INDEX SHS FDS | DJ GLB RL ES ETF | $423K | 0.1%Prev: 0.1% | 9,400 SH | Decreased-591 SH |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $12.8M | 3.3%Prev: 3.1% | 288,204 SH | Increased-10,118 SH |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $10.0M | 2.6%Prev: 2.5% | 214,608 SH | Decreased-5,831 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $715K | 0.2%Prev: 0.2% | 1,048 SH | Increased+13 SH |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $268K | 0.1%Prev: 0.1% | 444 SH | Increased |
| SPDR SERIES TRUST | STATE STREET SPD | $64.0M | 16.6% | 1,179,278 SH | New |
| TESLA INC | COM | $829K | 0.2%Prev: 0.2% | 1,843 SH | Decreased-309 SH |
| VANECK ETF TRUST | INTRMDT MUNI ETF | $910K | 0.2%Prev: 0.2% | 19,291 SH | Increased+32 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $328K | 0.1%Prev: 0.1% | 1,130 SH | Decreased+10 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $1.7M | 0.4%Prev: 0.5% | 19,462 SH | Decreased-2,579 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $976K | 0.3%Prev: 0.2% | 1,557 SH | Increased+218 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $240K | 0.1%Prev: 0.0% | 1,133 SH | Increased+168 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.3M | 0.6%Prev: 0.7% | 6,869 SH | Decreased-1,334 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $921K | 0.2%Prev: 0.2% | 17,127 SH | Increased+271 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $1.7M | 0.4%Prev: 1.1% | 13,965 SH | Decreased-22,976 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $2.5M | 0.7%Prev: 0.6% | 40,036 SH | Increased-1,108 SH |
| 13F-HR |
| 0001172661-26-003106 |
| $436.3M |
| View |
| Jul 22, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002675 | $372.1M | View |
| Apr 10, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001464 | $380.6M | View |
| May 9, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001630 | $324.9M | View |