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CIK 0002063243 • 6 13F filings • May 13, 2025 – Jul 9, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $1.3M | 0.9%Prev: 1.0% | 5,663 SH | Increased-230 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $6.4M | 4.6%Prev: 4.7% | 83,312 SH | Increased-617 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $1.6M | 1.1%Prev: 1.1% | 19,412 SH | Increased+222 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $5.4M | 3.9%Prev: 4.0% | 57,198 SH | Increased-1,952 SH |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | $681K | 0.5%Prev: 0.5% | 15,636 SH | Increased+592 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $1.5M | 1.1%Prev: 1.0% | 13,421 SH | Increased+631 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $3.6M | 2.6%Prev: 2.6% | 35,089 SH | Increased+439 SH |
| APPLE INC | COM | $3.1M | 2.3%Prev: 2.4% | 11,563 SH | Decreased-1,105 SH |
| AVISTA CORP | COM | $312K | 0.2%Prev: 0.2% | 8,099 SH | Increased |
| BANK MONTREAL QUE | COM | $540K | 0.4%Prev: 0.2% | 4,160 SH | Increased+2,080 SH |
| BROADCOM INC | COM | $232K | 0.2%Prev: 0.2% | 670 SH | Increased |
| CLOUDFLARE INC | CL A COM | $473K | 0.3%Prev: 0.4% | 2,400 SH | Decreased |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $4.5M | 3.3%Prev: 3.3% | 137,037 SH | Increased+1,690 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $2.2M | 1.6%Prev: 1.7% | 83,853 SH | Decreased+299 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $1.0M | 0.7%Prev: 0.7% | 20,080 SH | Increased |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $3.7M | 2.7%Prev: 2.7% | 107,598 SH | Increased-512 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $5.1M | 3.6%Prev: 3.6% | 133,502 SH | Increased+1,322 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $1.5M | 1.1%Prev: 1.1% | 37,285 SH | Increased-250 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $5.1M | 3.7%Prev: 3.9% | 69,427 SH | Increased-1,279 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $436K | 0.3%Prev: 0.3% | 9,363 SH | Increased |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $328K | 0.2%Prev: 0.2% | 4,704 SH | Increased |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $10.4M | 7.4%Prev: 7.8% | 314,848 SH | Decreased-12,012 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $2.4M | 1.7%Prev: 1.8% | 40,857 SH | Increased-770 SH |
| FIDELITY NATL INFORMATION SV | COM | $881K | 0.6%Prev: 0.3% | 13,249 SH | Increased+6,500 SH |
| HOME DEPOT INC | COM | $215K | 0.2%Prev: 0.2% | 626 SH | Decreased |
| INVESCO QQQ TR | UNIT SER 1 | $571K | 0.4%Prev: 0.4% | 929 SH | Increased+20 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $706K | 0.5%Prev: 0.5% | 6,896 SH | Increased+84 SH |
| ISHARES TR | CORE INTL AGGR | $234K | 0.2% | 4,679 SH | New |
| ISHARES TR | CORE MSCI EAFE | $281K | 0.2%Prev: 0.2% | 3,137 SH | Increased |
| ISHARES TR | CORE S&P SCP ETF | $203K | 0.1% | 1,688 SH | New |
| ISHARES TR | CORE S&P500 ETF | $837K | 0.6%Prev: 0.6% | 1,222 SH | Increased |
| ISHARES TR | GLOBAL REIT ETF | $699K | 0.5%Prev: 0.5% | 28,033 SH | Decreased+136 SH |
| ISHARES TR | ISHS 1-5YR INVS | $654K | 0.5%Prev: 0.5% | 12,361 SH | Decreased+23 SH |
| ISHARES TR | MSCI EAFE ETF | $243K | 0.2%Prev: 0.2% | 2,535 SH | Decreased-430 SH |
| ISHARES TR | NATIONAL MUN ETF | $3.1M | 2.2%Prev: 2.1% | 28,998 SH | Increased+2,264 SH |
| ISHARES TR | RUS 1000 ETF | $640K | 0.5%Prev: 0.5% | 1,713 SH | Increased |
| ISHARES TR | RUSSELL 3000 ETF | $2.3M | 1.6%Prev: 1.6% | 5,838 SH | Increased+126 SH |
| ISHARES TR | SHRT NAT MUN ETF | $2.2M | 1.6%Prev: 1.4% | 20,501 SH | Increased+2,646 SH |
| MCKESSON CORP | COM | $730K | 0.5%Prev: 0.6% | 890 SH | Decreased-124 SH |
| MERCADOLIBRE INC | COM | $375K | 0.3%Prev: 0.3% | 186 SH | Decreased |
| META PLATFORMS INC | CL A | $467K | 0.3%Prev: 0.4% | 708 SH | Decreased-29 SH |
| MICROSOFT CORP | COM | $1.8M | 1.3%Prev: 1.4% | 3,702 SH | Decreased+2 SH |
| NVIDIA CORPORATION | COM | $396K | 0.3%Prev: 0.3% | 2,126 SH | Decreased |
| PFIZER INC | COM | $311K | 0.2%Prev: 0.2% | 12,506 SH | Decreased |
| PIMCO ETF TR | INTER MUN BD ACT | $6.4M | 4.6%Prev: 4.1% | 121,730 SH | Increased+18,466 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $683K | 0.5%Prev: 0.5% | 20,849 SH | Increased+1,009 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $1.1M | 0.8%Prev: 0.8% | 45,169 SH | Increased+408 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $457K | 0.3%Prev: 0.3% | 18,742 SH | Decreased |
| SCHWAB STRATEGIC TR | US TIPS ETF | $315K | 0.2%Prev: 0.2% | 11,881 SH | Increased+1,495 SH |
| SPDR GOLD TR | GOLD SHS | $373K | 0.3% | 940 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $759K | 0.5%Prev: 0.6% | 1,113 SH | Increased |
| SPDR SERIES TRUST | STATE STREET SPD | $5.9M | 4.2% | 158,126 SH | New |
| TESLA INC | COM | $394K | 0.3%Prev: 0.3% | 877 SH | Increased+12 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $3.4M | 2.4%Prev: 2.5% | 70,433 SH | Increased+3,473 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $639K | 0.5%Prev: 0.5% | 3,018 SH | Increased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $14.0M | 10.1%Prev: 9.9% | 41,790 SH | Increased+1,711 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $2.0M | 1.4%Prev: 1.4% | 37,341 SH | Increased+2,082 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $248K | 0.2%Prev: 0.2% | 1,730 SH | Increased |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $2.8M | 2.0%Prev: 2.0% | 57,395 SH | Increased+4,464 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $4.0M | 2.9%Prev: 2.8% | 47,812 SH | Increased+3,673 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $3.0M | 2.2%Prev: 2.2% | 37,742 SH | Increased+836 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $600K | 0.4%Prev: 0.4% | 2,732 SH | Increased+22 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $11.5M | 8.3%Prev: 8.3% | 183,841 SH | Increased-193 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $909K | 0.7%Prev: 0.7% | 6,332 SH | Increased+41 SH |
| 13F-HR |
| 0001951757-26-000953 |
| $160.6M |
| View |
| Aug 5, 2025 | Q2 2025 | 13F-HR | 0001951757-25-001021 | $121.4M | View |
| Apr 23, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000711 | $142.2M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000542 | $110.3M | View |