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CIK 0002058816 • 7 13F filings • Apr 15, 2025 – Oct 9, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALNYLAM PHARMACEUTICALS INC | COM | $456K | 0.3%Prev: 0.7% | 1,850 SH | Decreased-197 SH |
| ALPHABET INC | CAP STK CL A | $279K | 0.2% | 812 SH | New |
| ALPHABET INC | CAP STK CL C | $227K | 0.1% | 666 SH | New |
| AMAZON COM INC | COM | $1.5M | 0.8%Prev: 0.8% | 5,926 SH | Increased+883 SH |
| AMERICAN CENTY ETF TR | AVANTIS CORE FI | $1.2M | 0.7%Prev: 1.7% | 29,890 SH | Decreased-24,430 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $623K | 0.4%Prev: 0.4% | 6,628 SH | Increased-159 SH |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | $6.5M | 3.7%Prev: 3.5% | 99,236 SH | Increased+15,688 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $759K | 0.4%Prev: 0.5% | 8,428 SH | Increased+96 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $6.3M | 3.6%Prev: 3.5% | 57,938 SH | Increased+4,281 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $5.3M | 3.0%Prev: 3.8% | 41,265 SH | Increased-5,900 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $15.4M | 8.8%Prev: 7.8% | 169,781 SH | Increased+23,751 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $471K | 0.3%Prev: 0.3% | 4,001 SH | Increased-271 SH |
| APPLE INC | COM | $1.2M | 0.7%Prev: 0.4% | 3,471 SH | Increased+1,302 SH |
| DFA INVT DIMENSIONS GROUP IN | REAL ESTATE SECU | $4.2M | 2.4% | 174,331 SH | New |
| DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | $18.9M | 10.8% | 470,470 SH | New |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $6.8M | 3.9%Prev: 3.7% | 172,081 SH | Increased+14,990 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $15.9M | 9.1%Prev: 8.6% | 383,247 SH | Increased+62,090 SH |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $56.5M | 32.3% | 1,270,774 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $1.4M | 0.8%Prev: 0.9% | 25,514 SH | Increased-666 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $15.7M | 9.0%Prev: 8.3% | 203,180 SH | Increased+37,937 SH |
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | $952K | 0.5%Prev: 0.5% | 11,570 SH | Increased+1,898 SH |
| DISNEY WALT CO | COM | $274K | 0.2%Prev: 0.2% | 2,609 SH | Decreased+81 SH |
| ISHARES TR | 0-3 MTH TREASURY | $244K | 0.1% | 2,426 SH | New |
| ISHARES TR | CORE INTL AGGR | $3.8M | 2.2%Prev: 2.5% | 78,203 SH | Increased+12,477 SH |
| ISHARES TR | MSCI EMG MKT ETF | $910K | 0.5%Prev: 0.6% | 13,624 SH | Increased-1,661 SH |
| ISHARES TR | RUS 1000 VAL ETF | $1.9M | 1.1%Prev: 1.2% | 7,634 SH | Increased-361 SH |
| MCKESSON CORP | COM | $266K | 0.2%Prev: 0.3% | 311 SH | Decreased-258 SH |
| META PLATFORMS INC | CL A | $207K | 0.1% | 285 SH | New |
| MICRON TECHNOLOGY INC | COM | $243K | 0.1% | 228 SH | New |
| MICROSOFT CORP | COM | $696K | 0.4%Prev: 0.4% | 1,358 SH | Increased+326 SH |
| NVIDIA CORPORATION | COM | $3.4M | 1.9%Prev: 1.8% | 14,902 SH | Increased+1,758 SH |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | $714K | 0.4% | 7,920 SH | New |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | $434K | 0.2% | 1,161 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $570K | 0.3%Prev: 0.3% | 814 SH | Increased+206 SH |
| WASTE MGMT INC DEL | COM | $334K | 0.2%Prev: 0.3% | 1,640 SH | Decreased+55 SH |
| WISDOMTREE TR | INTL SMCAP DIV | $298K | 0.2%Prev: 0.2% | 3,419 SH | Decreased-397 SH |
| 13F-HR |
| 0001754960-25-000667 |
| $135.7M |
| View |
| Jul 8, 2026 | Q2 2026 | 13F-HR | 0001754960-26-000418 | $171.4M | View |
| Jul 15, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000390 | $130.3M | View |
| Apr 13, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000226 | $148.4M | View |
| Apr 15, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000194 | $122.5M | View |