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CIK 0002052868 • 6 13F filings • Apr 9, 2025 – Jul 7, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 2023 ETF SERIES TRUST II | GMO US QUALITY E | $10.0M | 6.9% | 320,539 SH | |
| AMAZON COM INC | COM | $251K | 0.2% | 1,318 SH | |
| AMERICAN CENTY ETF TR | US SML CP VALU | $400K | 0.3% | 4,587 SH | |
| APPLE INC | COM | $1.2M | 0.9% | 5,602 SH | |
| BITWISE BITCOIN ETF TR | SHS BEN INT | $1.4M | 1.0% | 30,694 SH | |
| DBX ETF TR | XTRCKR MSCI US | $2.3M | 1.6% | 45,893 SH | |
| DELL TECHNOLOGIES INC | CL C | $792K | 0.5% | 8,691 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | $12.7M | 8.8% | 237,243 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | $4.4M | 3.0% | 85,306 SH | |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $3.1M | 2.1% | 88,405 SH | |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $674K | 0.5% | 17,131 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $770K | 0.5% | 24,652 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $893K | 0.6% | 32,162 SH | |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $2.4M | 1.7% | 50,789 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $244K | 0.2% | 6,349 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $2.0M | 1.4% | 61,224 SH | |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $393K | 0.3% | 11,850 SH | |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $223K | 0.2% | 5,405 SH | |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $358K | 0.2% | 13,653 SH | |
| FIDELITY COVINGTON TRUST | MSCI UTILS INDEX | $1.8M | 1.2% | 34,483 SH | |
| FIDELITY MERRIMACK STR TR | LOW DURTIN ETF | $7.4M | 5.1% | 147,956 SH | |
| GRAYSCALE BITCOIN MINI TR ET | SHS NEW | $505K | 0.3% | 13,847 SH | |
| GRAYSCALE ETHEREUM MINI TR E | SHS NEW | $1.5M | 1.0% | 84,518 SH | |
| GRAYSCALE ETHEREUM TRUST ETF | SHS | $297K | 0.2% | 19,502 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $2.4M | 1.6% | 13,644 SH | |
| ISHARES TR | 20 YR TR BD ETF | $7.1M | 4.9% | 78,068 SH | |
| ISHARES TR | CORE INTL AGGR | $690K | 0.5% | 13,795 SH | |
| ISHARES TR | EAFE SML CP ETF | $211K | 0.1% | 3,328 SH | |
| ISHARES TR | ESG SCRND S&P SM | $382K | 0.3% | 10,159 SH | |
| ISHARES TR | ESG SCRND S&P500 | $791K | 0.5% | 18,480 SH | |
| ISHARES TR | INTL EQTY FACTOR | $1.3M | 0.9% | 41,754 SH | |
| ISHARES TR | MICRO-CAP ETF | $1.2M | 0.9% | 11,088 SH | |
| ISHARES TR | MSCI ACWI EX US | $335K | 0.2% | 6,048 SH | |
| ISHARES TR | MSCI INTL QUALTY | $9.3M | 6.4% | 234,040 SH | |
| ISHARES TR | USD GRN BOND ETF | $528K | 0.4% | 11,149 SH | |
| MANAGED PORTFOLIO SERIES | TORTOISE GLOBAL | $535K | 0.4% | 11,304 SH | |
| MICROSOFT CORP | COM | $238K | 0.2% | 635 SH | |
| MORGAN STANLEY ETF TRUST | CALVERT INTERNAT | $2.7M | 1.9% | 46,924 SH | |
| MORGAN STANLEY ETF TRUST | CALVERT US MDCP | $3.7M | 2.6% | 65,830 SH | |
| NXP SEMICONDUCTORS N V | COM | $318K | 0.2% | 1,671 SH | |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $16.4M | 11.3% | 658,564 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $904K | 0.6% | 45,692 SH | |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $2.6M | 1.8% | 108,173 SH | |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $3.8M | 2.6% | 176,173 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $1.4M | 1.0% | 59,646 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $374K | 0.3% | 5,096 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $200K | 0.1% | 390 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $916K | 0.6% | 3,334 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $520K | 0.4% | 3,013 SH | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $10.2M | 7.0% | 167,499 SH | |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $1.2M | 0.8% | 20,532 SH | |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | $670K | 0.5% | 11,629 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $573K | 0.4% | 9,229 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $453K | 0.3% | 8,917 SH | |
| VANGUARD WORLD FD | ESG INTL STK ETF | $280K | 0.2% | 4,750 SH | |
| WISDOMTREE TR | US MULTIFACTOR | $9.9M | 6.9% | 199,906 SH | |
| WISDOMTREE TR | US QTLY DIV GRT | $6.5M | 4.5% | 80,767 SH |
| Q3 2025 |
| 13F-HR |
| 0001085146-25-005862 |
| $162.8M |
| View |
| Jul 7, 2026 | Q2 2026 | 13F-HR | 0002052868-26-000003 | $292.7M | View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003674 | $137.8M | View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0002052868-26-000002 | $237.7M | View |
| Apr 9, 2025 | Q1 2025 | 13F-HR | 0001085146-25-001956 | $144.6M | View |