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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 | $8.3M | 5.1% | 228,620 SH | New |
| AMAZON COM INC | COM | $330K | 0.2%Prev: 0.1% | 1,503 SH | Increased+381 SH |
| APPLE INC | COM | $970K | 0.6%Prev: 0.3% | 3,808 SH | Decreased+402 SH |
| ARK ETF TR | FINTECH INNOVA | $2.1M | 1.3% | 37,197 SH | New |
| BITWISE BITCOIN ETF TR | SHS BEN INT | $1.1M | 0.7% | 18,072 SH | New |
| CISCO SYS INC | COM | $231K | 0.1%Prev: 0.1% | 3,369 SH | Decreased+1,003 SH |
| DBX ETF TR | XTRACKERS MSCI | $2.2M | 1.4%Prev: 0.2% | 36,240 SH | Increased+26,408 SH |
| DELL TECHNOLOGIES INC | CL C | $247K | 0.2% | 1,740 SH | New |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | $15.0M | 9.2% | 270,671 SH | New |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | $4.7M | 2.9% | 89,134 SH | New |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $3.3M | 2.1%Prev: 0.1% | 81,571 SH | Increased+76,858 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $652K | 0.4%Prev: 0.2% | 14,141 SH | Increased+2,919 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $549K | 0.3%Prev: 0.1% | 15,102 SH | Increased+6,798 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $596K | 0.4%Prev: 0.1% | 18,188 SH | Increased+9,699 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $1.9M | 1.1% | 48,103 SH | New |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $246K | 0.2% | 6,504 SH | New |
| FIDELITY COVINGTON TRUST | EMERG MKTS MLTFT | $6.9M | 4.2%Prev: 0.2% | 228,348 SH | Increased+215,115 SH |
| GRAYSCALE BITCOIN MINI TR ET | SHS NEW | $1.6M | 1.0% | 30,764 SH | New |
| GRAYSCALE ETHEREUM MINI TR E | SHS NEW | $2.3M | 1.4% | 58,257 SH | New |
| INVESCO EXCH TRADED FD TR II | S&P SMLCAP QTY | $471K | 0.3%Prev: 0.1% | 10,943 SH | Increased+5,756 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $2.2M | 1.3%Prev: 0.2% | 11,501 SH | Increased+9,264 SH |
| ISHARES INC | ESG AWR MSCI EM | $2.8M | 1.7%Prev: 1.1% | 64,803 SH | Decreased+6,386 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $8.1M | 5.0% | 80,379 SH | New |
| ISHARES TR | 20 YR TR BD ETF | $5.5M | 3.4% | 61,852 SH | New |
| ISHARES TR | CORE INTL AGGR | $516K | 0.3% | 10,071 SH | New |
| ISHARES TR | EAFE SML CP ETF | $255K | 0.2% | 3,328 SH | New |
| ISHARES TR | ESG SELECT SCRE | $925K | 0.6%Prev: 0.1% | 17,958 SH | Increased+13,750 SH |
| ISHARES TR | ESG SELECT SCREE | $291K | 0.2% | 6,846 SH | New |
| ISHARES TR | GL CLEAN ENE ETF | $590K | 0.4%Prev: 0.3% | 38,094 SH | Decreased+406 SH |
| ISHARES TR | INTL EQTY FACTOR | $1.1M | 0.7%Prev: 0.2% | 30,518 SH | Increased+17,602 SH |
| ISHARES TR | MICRO-CAP ETF | $1.8M | 1.1%Prev: 0.2% | 11,970 SH | Increased+9,024 SH |
| ISHARES TR | MSCI ACWI EX US | $236K | 0.1% | 3,636 SH | New |
| ISHARES TR | MSCI INTL QUALTY | $8.5M | 5.2%Prev: 0.3% | 192,517 SH | Increased+173,133 SH |
| ISHARES TR | TIPS BD ETF | $8.1M | 5.0% | 73,104 SH | New |
| ISHARES TR | US AER DEF ETF | $1.6M | 1.0%Prev: 0.1% | 7,433 SH | Increased+6,560 SH |
| ISHARES TR | USD GRN BOND ETF | $545K | 0.3% | 11,319 SH | New |
| META PLATFORMS INC | CL A | $5.0M | 3.1% | 6,771 SH | New |
| MICROSOFT CORP | COM | $358K | 0.2%Prev: 0.1% | 691 SH | Increased+107 SH |
| MORGAN STANLEY ETF TRUST | CALVERT INTERNAT | $3.0M | 1.9% | 44,615 SH | New |
| MORGAN STANLEY ETF TRUST | CALVERT US MDCP | $3.2M | 2.0%Prev: 0.2% | 50,595 SH | Increased+41,219 SH |
| NVIDIA CORPORATION | COM | $264K | 0.2%Prev: 0.3% | 1,415 SH | Decreased-2,572 SH |
| NXP SEMICONDUCTORS N V | COM | $380K | 0.2%Prev: 0.2% | 1,669 SH | Decreased |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $14.7M | 9.0% | 583,202 SH | New |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $846K | 0.5%Prev: 0.2% | 36,338 SH | Increased+12,211 SH |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | $5.1M | 3.1% | 111,182 SH | New |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $403K | 0.2% | 16,515 SH | New |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $3.6M | 2.2%Prev: 1.3% | 139,574 SH | Decreased+10,152 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $971K | 0.6% | 34,788 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $266K | 0.2% | 3,573 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $214K | 0.1%Prev: 0.4% | 350 SH | Decreased-1,241 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $949K | 0.6%Prev: 0.9% | 2,892 SH | Decreased-4,295 SH |
| VANGUARD INDEX FDS | VALUE ETF | $527K | 0.3%Prev: 0.6% | 2,827 SH | Decreased-5,679 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $9.1M | 5.6%Prev: 1.0% | 127,414 SH | Increased+91,154 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $1.8M | 1.1%Prev: 0.3% | 30,428 SH | Increased+13,449 SH |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | $739K | 0.5% | 12,999 SH | New |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $499K | 0.3%Prev: 0.3% | 8,332 SH | Decreased-2,991 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $278K | 0.2% | 4,012 SH | New |
| WISDOMTREE TR | US MULTIFACTOR | $8.5M | 5.2%Prev: 0.5% | 163,353 SH | Increased+138,997 SH |
| WISDOMTREE TR | US QTLY DIV GRT | $5.4M | 3.3%Prev: 0.3% | 60,228 SH | Increased+51,453 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 |