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CIK 0002110886 • 3 13F filings • Feb 17, 2026 – Jul 22, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $233K | 0.2%Prev: 0.2% | 744 SH | Decreased-5 SH |
| ALPHABET INC | CAP STK CL C | $535K | 0.5%Prev: 0.5% | 1,704 SH | Decreased+87 SH |
| AMAZON COM INC | COM | $423K | 0.4%Prev: 0.4% | 1,831 SH | Decreased-94 SH |
| AMERICAN CENTY ETF TR | AVANTIS CORE FI | $567K | 0.6%Prev: 1.2% | 13,532 SH | Decreased-21,867 SH |
| AMERICAN CENTY ETF TR | AVANTIS SHFXDINC | $609K | 0.6%Prev: 0.7% | 12,927 SH | Decreased-4,684 SH |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | $5.6M | 5.5%Prev: 5.5% | 96,151 SH | Decreased-7,313 SH |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | $5.9M | 5.8%Prev: 5.8% | 83,281 SH | Decreased-9,702 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $7.2M | 7.1%Prev: 8.2% | 95,592 SH | Decreased-14,735 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $5.0M | 4.9%Prev: 6.3% | 48,899 SH | Decreased-13,059 SH |
| AMERICAN INTL GROUP INC | COM NEW | $527K | 0.5%Prev: 0.4% | 6,155 SH | Increased |
| AMPHENOL CORP NEW | CL A | $216K | 0.2% | 1,600 SH | New |
| APPLE INC | COM | $4.6M | 4.5%Prev: 4.5% | 16,931 SH | Decreased-2,411 SH |
| BANK AMERICA CORP | COM | $298K | 0.3% | 5,412 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $989K | 1.0%Prev: 1.0% | 1,967 SH | Decreased-500 SH |
| CAMBRIA ETF TR | SHSHLD YIELD ETF | $288K | 0.3%Prev: 0.6% | 4,143 SH | Decreased-5,428 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $568K | 0.6%Prev: 0.6% | 16,829 SH | Decreased |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $5.6M | 5.5%Prev: 5.4% | 111,566 SH | Decreased-10,812 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $597K | 0.6%Prev: 0.5% | 15,666 SH | Decreased-6 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $715K | 0.7%Prev: 0.8% | 18,804 SH | Decreased-5,960 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $233K | 0.2% | 4,850 SH | New |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | $2.4M | 2.4% | 47,548 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $524K | 0.5%Prev: 0.4% | 11,189 SH | Decreased+500 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $375K | 0.4% | 9,470 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $1.3M | 1.3% | 38,927 SH | New |
| EA SERIES TRUST | ALPHA ARCH 1-3 | $5.0M | 4.9%Prev: 4.7% | 43,761 SH | Decreased-6,161 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $278K | 0.3%Prev: 0.3% | 2,711 SH | Decreased-758 SH |
| ISHARES TR | CORE MSCI TOTAL | $351K | 0.3%Prev: 0.3% | 4,150 SH | Decreased+194 SH |
| ISHARES TR | CORE S&P TTL STK | $919K | 0.9%Prev: 0.8% | 6,181 SH | Decreased+131 SH |
| ISHARES TR | CORE S&P500 ETF | $471K | 0.5%Prev: 0.4% | 687 SH | Decreased |
| ISHARES TR | CORE US AGGBD ET | $7.2M | 7.1%Prev: 5.7% | 72,376 SH | Increased+1,272 SH |
| ISHARES TR | RUS 1000 ETF | $1.2M | 1.2%Prev: 1.0% | 3,292 SH | Increased+392 SH |
| ISHARES TR | TIPS BD ETF | $226K | 0.2%Prev: 0.4% | 2,059 SH | Decreased-2,011 SH |
| ISHARES TR | US AER DEF ETF | $977K | 1.0%Prev: 0.9% | 4,550 SH | Decreased-254 SH |
| LATTICE STRATEGIES TR | HARTFORD MLT SML | $411K | 0.4%Prev: 0.3% | 8,739 SH | Decreased+1,038 SH |
| META PLATFORMS INC | CL A | $311K | 0.3%Prev: 0.2% | 471 SH | Increased+61 SH |
| MICROSOFT CORP | COM | $889K | 0.9%Prev: 0.5% | 1,839 SH | Increased+292 SH |
| NVIDIA CORPORATION | COM | $345K | 0.3%Prev: 0.2% | 1,851 SH | Increased+537 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $2.6M | 2.6%Prev: 2.6% | 58,996 SH | Decreased-8,151 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $260K | 0.3%Prev: 0.2% | 10,805 SH | Decreased-50 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $273K | 0.3%Prev: 0.2% | 10,413 SH | Decreased-32 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $420K | 0.4%Prev: 0.2% | 15,306 SH | Increased+5,865 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $675K | 0.7%Prev: 0.6% | 25,094 SH | Decreased+776 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $220K | 0.2%Prev: 0.2% | 7,714 SH | Decreased+994 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $3.1M | 3.0%Prev: 2.8% | 116,239 SH | Decreased-13,031 SH |
| SOUTHERN CO | COM | $926K | 0.9%Prev: 0.9% | 10,617 SH | Decreased-539 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $312K | 0.3% | 1,789 SH | New |
| TARGA RES CORP | COM | $203K | 0.2%Prev: 0.2% | 1,100 SH | Decreased+300 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $1.3M | 1.3%Prev: 1.3% | 17,029 SH | Decreased-4,247 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $4.5M | 4.4%Prev: 4.7% | 61,107 SH | Decreased-17,250 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $2.6M | 2.6%Prev: 2.3% | 54,461 SH | Decreased-3,461 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $4.6M | 4.5%Prev: 4.3% | 14,620 SH | Decreased-863 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $282K | 0.3%Prev: 0.2% | 970 SH | Decreased-2,650 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.0M | 1.0%Prev: 0.9% | 1,605 SH | Decreased-20 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.2M | 1.1%Prev: 1.1% | 4,533 SH | Decreased+26 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.1M | 3.0%Prev: 2.7% | 9,254 SH | Decreased+305 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.0M | 1.0%Prev: 0.9% | 19,429 SH | Decreased+325 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $683K | 0.7%Prev: 0.7% | 4,844 SH | Decreased-425 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $5.2M | 5.1%Prev: 5.1% | 62,073 SH | Decreased-13,329 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $1.5M | 1.5%Prev: 1.4% | 20,414 SH | Decreased |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $403K | 0.4%Prev: 0.4% | 6,449 SH | Decreased-66 SH |
| VANGUARD WORLD FD | INF TECH ETF | $521K | 0.5%Prev: 0.4% | 691 SH | Increased-3,085 SH |
| WISDOMTREE TR | US QTLY DIV GRT | $429K | 0.4%Prev: 0.4% | 4,800 SH | Decreased |
| WISDOMTREE TR | US TOTAL DIVIDND | $416K | 0.4%Prev: 0.4% | 4,900 SH | Decreased |
| 13F-HR |
| 0002110886-26-000007 |
| $111.5M |
| View |