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CIK 0001806820 • 7 13F filings • May 7, 2025 – Oct 16, 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 | |||||
|---|---|---|---|---|---|
| ACCENTURE PLC IRELAND | SHS CLASS A | $204K | 0.0% | 655 SH | |
| ALPHABET INC | CAP STK CL A | $504K | 0.1% | 3,260 SH | |
| ALPHABET INC | CAP STK CL C | $295K | 0.0% | 1,889 SH | |
| AMAZON COM INC | COM | $595K | 0.1% | 3,123 SH | |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $4.9M | 0.6% | 82,232 SH | |
| AMERICAN CENTY ETF TR | AVANTIS RESPON U | $2.1M | 0.2% | 32,893 SH | |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $12.4M | 1.4% | 186,833 SH | |
| AMERICAN CENTY ETF TR | US EQT ETF | $38.5M | 4.5% | 416,254 SH | |
| APPLE INC | COM | $1.3M | 0.2% | 5,937 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $370K | 0.0% | 695 SH | |
| BP PLC | SPONSORED ADR | $1.4M | 0.2% | 105,541 SH | |
| CHEVRON CORP NEW | COM | $234K | 0.0% | 1,401 SH | |
| CIRRUS LOGIC INC | COM | $200K | 0.0% | 2,009 SH | |
| CISCO SYS INC | COM | $239K | 0.0% | 3,867 SH | |
| COSTCO WHSL CORP NEW | COM | $247K | 0.0% | 261 SH | |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $834K | 0.1% | 19,819 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | $29.7M | 3.5% | 882,216 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $35.3M | 4.1% | 1,335,874 SH | |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $9.3M | 1.1% | 359,539 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $3.5M | 0.4% | 132,222 SH | |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $3.3M | 0.4% | 77,540 SH | |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $38.0M | 4.4% | 1,088,724 SH | |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $3.4M | 0.4% | 85,671 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $17.7M | 2.1% | 566,760 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $82.4M | 9.6% | 2,967,603 SH | |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $362K | 0.0% | 14,017 SH | |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $16.3M | 1.9% | 343,689 SH | |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $6.8M | 0.8% | 144,145 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $21.1M | 2.5% | 549,305 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $91.5M | 10.7% | 2,772,988 SH | |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $11.1M | 1.3% | 184,358 SH | |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $443K | 0.1% | 13,378 SH | |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $859K | 0.1% | 20,849 SH | |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $2.3M | 0.3% | 98,769 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $1.3M | 0.2% | 21,589 SH | |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $109.4M | 12.8% | 3,054,238 SH | |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $316K | 0.0% | 6,135 SH | |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $4.8M | 0.6% | 183,795 SH | |
| ETFS GOLD TR | PHYSCL GOLD SHS | $382K | 0.0% | 12,794 SH | |
| EXXON MOBIL CORP | COM | $224K | 0.0% | 1,880 SH | |
| FIRST FINL BANKSHARES INC | COM | $3.5M | 0.4% | 97,053 SH | |
| FLEXSHARES TR | IBOXX 3R TARGT | $313K | 0.0% | 12,844 SH | |
| FLEXSHARES TR | MORNSTAR UPSTR | $216K | 0.0% | 5,578 SH | |
| FLEXSHARES TR | MORNSTAR USMKT | $400K | 0.0% | 1,946 SH | |
| HOME DEPOT INC | COM | $280K | 0.0% | 765 SH | |
| INVESCO EXCH TRADED FD TR II | SHORT TERM TREAS | $44.2M | 5.2% | 418,616 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $2.0M | 0.2% | 4,196 SH | |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $436K | 0.1% | 9,311 SH | |
| ISHARES INC | CORE MSCI EMKT | $387K | 0.0% | 7,170 SH | |
| ISHARES INC | MSCI EURZONE ETF | $435K | 0.1% | 8,177 SH | |
| ISHARES TR | 0-3 MNTH TREASRY | $145.8M | 17.0% | 1,448,186 SH | |
| ISHARES TR | COHEN STEER REIT | $12.1M | 1.4% | 196,367 SH | |
| ISHARES TR | CORE S&P MCP ETF | $1.7M | 0.2% | 29,976 SH | |
| ISHARES TR | CORE S&P SCP ETF | $1.4M | 0.2% | 13,801 SH | |
| ISHARES TR | CORE S&P TTL STK | $563K | 0.1% | 4,611 SH | |
| ISHARES TR | CORE S&P US GWT | $229K | 0.0% | 1,803 SH | |
| ISHARES TR | CORE S&P US VLU | $490K | 0.1% | 5,307 SH | |
| ISHARES TR | CORE S&P500 ETF | $7.6M | 0.9% | 13,548 SH | |
| ISHARES TR | CRE U S REIT ETF | $1.8M | 0.2% | 31,468 SH | |
| ISHARES TR | INTL DEV RE ETF | $988K | 0.1% | 50,079 SH | |
| ISHARES TR | MSCI EAFE ETF | $572K | 0.1% | 7,000 SH | |
| ISHARES TR | MSCI USA VALUE | $564K | 0.1% | 5,285 SH | |
| ISHARES TR | RUS 1000 VAL ETF | $19.9M | 2.3% | 105,685 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $1.6M | 0.2% | 17,119 SH | |
| ISHARES TR | S&P 500 VAL ETF | $1.4M | 0.2% | 7,447 SH | |
| ISHARES TR | S&P MC 400GR ETF | $602K | 0.1% | 7,224 SH | |
| ISHARES TR | S&P MC 400VL ETF | $577K | 0.1% | 4,822 SH | |
| ISHARES TR | S&P SML 600 GWT | $587K | 0.1% | 4,718 SH | |
| ISHARES TR | SHRT NAT MUN ETF | $278K | 0.0% | 2,634 SH | |
| ISHARES TR | SP SMCP600VL ETF | $513K | 0.1% | 5,266 SH | |
| ISHARES TR | TIPS BD ETF | $746K | 0.1% | 6,714 SH | |
| J P MORGAN EXCHANGE TRADED F | SMALL & MID CAP | $251K | 0.0% | 4,484 SH | |
| JOHNSON & JOHNSON | COM | $517K | 0.1% | 3,119 SH | |
| JPMORGAN CHASE & CO. | COM | $469K | 0.1% | 1,913 SH | |
| LOWES COS INC | COM | $390K | 0.0% | 1,671 SH | |
| META PLATFORMS INC | CL A | $269K | 0.0% | 467 SH | |
| MICROSOFT CORP | COM | $1.3M | 0.2% | 3,500 SH | |
| NVIDIA CORPORATION | COM | $841K | 0.1% | 7,763 SH | |
| OKTA INC | CL A | $220K | 0.0% | 2,090 SH | |
| PATTERSON-UTI ENERGY INC | COM | $271K | 0.0% | 33,025 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $1.7M | 0.2% | 86,552 SH | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $242K | 0.0% | 9,252 SH | |
| SCHWAB STRATEGIC TR | US REIT ETF | $2.1M | 0.2% | 95,659 SH | |
| SPDR INDEX SHS FDS | DJ INTL RL ETF | $4.8M | 0.6% | 197,914 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $1.7M | 0.2% | 2,958 SH | |
| SPDR SER TR | DJ REIT ETF | $592K | 0.1% | 5,970 SH | |
| SPDR SER TR | PRTFLO S&P500 VL | $747K | 0.1% | 14,633 SH | |
| SPDR SER TR | S&P 600 SMCP VAL | $379K | 0.0% | 4,836 SH | |
| TARGA RES CORP | COM | $1.0M | 0.1% | 5,010 SH | |
| TESLA INC | COM | $278K | 0.0% | 1,072 SH | |
| THE TRADE DESK INC | COM CL A | $4.4M | 0.5% | 80,659 SH | |
| TRINITY CAP INC | COM | $882K | 0.1% | 56,273 SH | |
| UNITEDHEALTH GROUP INC | COM | $294K | 0.0% | 561 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $491K | 0.1% | 6,691 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $292K | 0.0% | 787 SH | |
| VANGUARD INDEX FDS | LARGE CAP ETF | $590K | 0.1% | 2,296 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $16.0M | 1.9% | 176,306 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.7M | 0.2% | 3,330 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $424K | 0.0% | 1,541 SH | |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | $5.9M | 0.7% | 146,405 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $258K | 0.0% | 2,784 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $321K | 0.0% | 6,316 SH | |
| VANGUARD WORLD FD | ENERGY ETF | $242K | 0.0% | 1,867 SH | |
| VISA INC | COM CL A | $365K | 0.0% | 1,040 SH | |
| WALMART INC | COM | $241K | 0.0% | 2,741 SH |
| 13F-HR |
| 0001172661-25-004483 |
| $1.10B |
| View |
| Jul 31, 2026 | Q2 2026 | 13F-HR | 0001172661-26-002966 | $1.25B | View |
| Jul 22, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002678 | $950.6M | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001725 | $1.10B | View |
| May 7, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001613 | $856.9M | View |