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CIK 0002053738 • 6 13F filings • Apr 30, 2025 – Jul 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $2.7M | 1.2%Prev: 1.1% | 34,297 SH | Increased-25 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $1.3M | 0.5%Prev: 0.6% | 15,102 SH | Increased-829 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $1.1M | 0.5%Prev: 0.5% | 10,057 SH | Increased-33 SH |
| APPLE INC | COM | $254K | 0.1%Prev: 0.1% | 950 SH | Increased |
| BERKLEY W R CORP | COM | $532K | 0.2%Prev: 0.3% | 7,519 SH | Decreased |
| BROADCOM INC | COM | $213K | 0.1%Prev: 0.1% | 620 SH | Increased |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $19.6M | 8.4%Prev: 8.2% | 458,826 SH | Increased+27,087 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $423K | 0.2%Prev: 0.2% | 12,421 SH | Increased-7 SH |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | $825K | 0.4%Prev: 0.4% | 15,235 SH | Decreased-147 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $2.2M | 0.9%Prev: 1.0% | 43,164 SH | Decreased-5,706 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $366K | 0.2%Prev: 0.2% | 10,424 SH | Increased |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $2.6M | 1.1%Prev: 1.1% | 77,347 SH | Increased-1,100 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $2.5M | 1.1%Prev: 1.0% | 63,527 SH | Increased-1,039 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $3.3M | 1.4%Prev: 1.5% | 69,393 SH | Increased+524 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $28.4M | 12.2%Prev: 12.3% | 708,356 SH | Increased-8,805 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $7.1M | 3.1%Prev: 3.1% | 94,774 SH | Increased-452 SH |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $306K | 0.1%Prev: 0.1% | 8,727 SH | Increased-179 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $2.1M | 0.9%Prev: 0.9% | 43,182 SH | Increased-2,649 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $2.9M | 1.3%Prev: 1.3% | 40,717 SH | Decreased-1,934 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $613K | 0.3%Prev: 0.3% | 18,159 SH | Increased-15 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $1.1M | 0.5%Prev: 0.5% | 18,226 SH | Increased-4 SH |
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | $219K | 0.1%Prev: 0.1% | 2,910 SH | Increased+114 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $304K | 0.1%Prev: 0.1% | 2,968 SH | Decreased-172 SH |
| ISHARES TR | 20 YR TR BD ETF | $598K | 0.3%Prev: 0.3% | 6,835 SH | Decreased-217 SH |
| ISHARES TR | EAFE SML CP ETF | $241K | 0.1%Prev: 0.1% | 3,049 SH | Decreased-406 SH |
| ISHARES TR | EAFE VALUE ETF | $704K | 0.3%Prev: 0.3% | 9,704 SH | Decreased-1,722 SH |
| ISHARES TR | GLOBAL REIT ETF | $2.6M | 1.1%Prev: 1.1% | 105,535 SH | Increased+7,386 SH |
| ISHARES TR | INTL DEV SML CP | $389K | 0.2%Prev: 0.2% | 8,032 SH | Increased-275 SH |
| ISHARES TR | RUS 2000 VAL ETF | $384K | 0.2%Prev: 0.2% | 2,072 SH | Increased-6 SH |
| ISHARES TR | RUSSELL 2000 ETF | $1.3M | 0.6%Prev: 0.6% | 5,132 SH | Increased-57 SH |
| MICROSOFT CORP | COM | $281K | 0.1%Prev: 0.1% | 594 SH | Decreased |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | $252K | 0.1%Prev: 0.1% | 5,428 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $3.2M | 1.4%Prev: 1.4% | 4,631 SH | Increased-7 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $7.4M | 3.2%Prev: 3.4% | 100,245 SH | Decreased-2,865 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $37.5M | 16.1%Prev: 15.9% | 59,367 SH | Increased+1,121 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $7.9M | 3.4%Prev: 3.2% | 36,179 SH | Increased+1,818 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $6.1M | 2.6%Prev: 2.6% | 23,044 SH | Increased+357 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $3.2M | 1.4%Prev: 1.3% | 10,191 SH | Increased+711 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.7M | 1.6%Prev: 1.6% | 10,916 SH | Increased-19 SH |
| VANGUARD INDEX FDS | VALUE ETF | $1.1M | 0.5%Prev: 0.5% | 5,511 SH | Decreased-368 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $8.6M | 3.7%Prev: 3.8% | 155,615 SH | Increased-2,264 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $477K | 0.2%Prev: 0.2% | 3,265 SH | Increased-70 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $9.7M | 4.2%Prev: 4.2% | 196,750 SH | Increased+11,300 SH |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | $11.8M | 5.1%Prev: 5.2% | 211,619 SH | Increased+5,716 SH |
| VANGUARD SCOTTSDALE FDS | TOTAL WLD BD ETF | $23.9M | 10.3%Prev: 10.4% | 347,284 SH | Increased+12,807 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $6.5M | 2.8%Prev: 2.8% | 53,071 SH | Increased+899 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | $2.5M | 1.1%Prev: 1.0% | 26,086 SH | Increased+1,843 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $11.2M | 4.8%Prev: 4.8% | 175,710 SH | Increased-3,946 SH |
| 13F-HR |
| 0002053738-26-000003 |
| $253.9M |
| View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003618 | $211.6M | View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0002053738-26-000002 | $230.0M | View |
| Apr 30, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002454 | $197.1M | View |