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CIK 0002047312 • 6 13F filings • May 6, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $261K | 0.1%Prev: 0.2% | 961 SH | Decreased-149 SH |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $18.4M | 10.4%Prev: 10.1% | 431,748 SH | Increased+68,299 SH |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | $456K | 0.3%Prev: 0.2% | 11,004 SH | Increased+1,807 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $248K | 0.1% | 7,485 SH | New |
| DIMENSIONAL ETF TRUST | GLOBAL EX US COR | $11.4M | 6.4%Prev: 6.2% | 217,066 SH | Increased+39,226 SH |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | $1.2M | 0.7%Prev: 0.6% | 22,953 SH | Increased+5,298 SH |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $1.0M | 0.6%Prev: 0.5% | 24,341 SH | Increased+4,112 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $515K | 0.3% | 14,934 SH | New |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $6.0M | 3.4%Prev: 2.9% | 124,876 SH | Increased+31,047 SH |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | $11.5M | 6.5%Prev: 5.7% | 226,158 SH | Increased+54,615 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $32.3M | 18.2%Prev: 18.5% | 815,566 SH | Increased+79,295 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $21.7M | 12.2%Prev: 12.7% | 291,921 SH | Increased+21,990 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $734K | 0.4%Prev: 0.5% | 15,764 SH | Increased+39 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $2.6M | 1.4%Prev: 1.3% | 58,916 SH | Increased+12,555 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $25.5M | 14.4%Prev: 14.3% | 428,563 SH | Increased+49,681 SH |
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | $2.0M | 1.1%Prev: 1.3% | 27,335 SH | Increased+558 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $39.5M | 22.3%Prev: 23.2% | 1,208,183 SH | Increased+71,303 SH |
| GLACIER BANCORP INC NEW | COM | $1.9M | 1.1%Prev: 1.3% | 42,343 SH | Decreased |
| 13F-HR |
| 0001941040-26-000600 |
| $207.5M |
| View |
| Aug 11, 2025 | Q2 2025 | 13F-HR | 0001941040-25-000469 | $135.4M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001941040-26-000361 | $182.9M | View |
| May 6, 2025 | Q1 2025 | 13F-HR | 0001941040-25-000261 | $124.8M | View |