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CIK 0002110285 • 3 13F filings • Feb 17, 2026 – Aug 6, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | INTL EQT ETF | $1.7M | 1.9% | 20,508 SH | |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $1.4M | 1.5% | 14,287 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $525K | 0.6% | 1,095 SH | |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $1.8M | 2.0% | 34,978 SH | |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $4.5M | 4.9% | 94,465 SH | |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $252K | 0.3% | 3,549 SH | |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $444K | 0.5% | 9,166 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $248K | 0.3% | 3,486 SH | |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $1.5M | 1.7% | 24,392 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $2.5M | 2.7% | 4,312 SH | |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $223K | 0.2% | 5,808 SH | |
| ISHARES INC | CORE MSCI EMKT | $8.2M | 9.0% | 118,235 SH | |
| ISHARES TR | CORE MSCI INTL | $15.5M | 16.8% | 185,524 SH | |
| ISHARES TR | CORE S&P TTL STK | $33.3M | 36.2% | 233,757 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $206K | 0.2% | 482 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $2.9M | 3.2% | 37,255 SH | |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $5.2M | 5.6% | 103,351 SH | |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $11.5M | 12.5% | 193,155 SH |
| 13F-HR |
| 0001172661-26-001840 |
| $92.1M |
| View |