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CIK 0002003570 • 7 13F filings • Apr 17, 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 | |||||
|---|---|---|---|---|---|
| ABBOTT LABORATORIES | COM | $488K | 0.2% | 4,749 SH | New |
| ABBVIE INC | COM | $1.1M | 0.4%Prev: 0.5% | 5,089 SH | Increased+117 SH |
| ALPHABET INC | CAP STK CL C | $304K | 0.1% | 1,061 SH | New |
| AMAZON COM INC | COM | $253K | 0.1%Prev: 0.1% | 1,217 SH | Increased |
| APPLE INC | COM | $241K | 0.1%Prev: 0.4% | 950 SH | Decreased-2,359 SH |
| BAXTER INTL INC | COM | $355K | 0.1%Prev: 0.4% | 21,145 SH | Decreased-575 SH |
| BLACKROCK ETF TRUST | ISHARES A I INNO | $1.5M | 0.6% | 46,628 SH | New |
| BLACKROCK ETF TRUST | ISHARES DEFENSE | $1.0M | 0.4% | 31,484 SH | New |
| BLACKROCK ETF TRUST | ISHARES LARGE CA | $1.1M | 0.4% | 26,875 SH | New |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $3.4M | 1.3%Prev: 1.3% | 58,612 SH | Increased+7,614 SH |
| BLACKROCK ETF TRUST | ISHARES US THEMA | $1.4M | 0.5% | 38,866 SH | New |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $1.1M | 0.4%Prev: 0.7% | 21,797 SH | Decreased-2,171 SH |
| BLACKSTONE INC | COM | $368K | 0.1% | 3,200 SH | New |
| COCA COLA CO | COM | $659K | 0.2%Prev: 0.3% | 8,665 SH | Increased-381 SH |
| CVS HEALTH CORP | COM | $555K | 0.2%Prev: 0.4% | 7,726 SH | Decreased-2,419 SH |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $11.2M | 4.2%Prev: 4.2% | 265,022 SH | Increased+73,315 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $12.0M | 4.5%Prev: 4.3% | 346,910 SH | Increased+32,859 SH |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $4.8M | 1.8%Prev: 1.8% | 116,000 SH | Increased+32,903 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $38.1M | 14.2%Prev: 13.5% | 1,073,062 SH | Increased+135,121 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $17.9M | 6.7%Prev: 6.7% | 373,992 SH | Increased+102,513 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $118.9M | 44.3%Prev: 43.7% | 3,058,573 SH | Increased+511,321 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $4.0M | 1.5%Prev: 1.5% | 170,039 SH | Increased+48,342 SH |
| EMCOR GROUP INC | COM | $245K | 0.1% | 332 SH | New |
| ETF SER SOLUTIONS | DISTILLATE US | $343K | 0.1%Prev: 0.2% | 5,928 SH | Increased+49 SH |
| EXXON MOBIL CORP | COM | $735K | 0.3%Prev: 0.3% | 4,330 SH | Increased |
| GE AEROSPACE | COM NEW | $597K | 0.2%Prev: 0.2% | 2,105 SH | Increased+11 SH |
| GE VERNOVA INC | COM | $454K | 0.2% | 520 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | $406K | 0.2%Prev: 0.2% | 5,405 SH | Increased+52 SH |
| INVESCO QQQ TR | UNIT SER 1 | $655K | 0.2%Prev: 0.3% | 1,134 SH | Increased+5 SH |
| ISHARES GOLD TR | ISHARES NEW | $422K | 0.2%Prev: 0.1% | 4,790 SH | Increased+1,029 SH |
| ISHARES INC | CORE MSCI EMKT | $3.1M | 1.1%Prev: 0.3% | 43,874 SH | Increased+33,872 SH |
| ISHARES TR | 10-20 YR TRS ETF | $2.0M | 0.7% | 19,634 SH | New |
| ISHARES TR | CONV BD ETF | $268K | 0.1%Prev: 0.1% | 2,630 SH | Decreased-722 SH |
| ISHARES TR | CORE DIV GRWTH | $511K | 0.2%Prev: 0.2% | 7,281 SH | Increased+2,286 SH |
| ISHARES TR | CORE INTL AGGR | $1.2M | 0.4% | 23,614 SH | New |
| ISHARES TR | CORE S&P500 ETF | $5.6M | 2.1%Prev: 3.3% | 8,546 SH | Decreased-2,766 SH |
| ISHARES TR | CORE UNIVRSL USD | $5.9M | 2.2% | 127,618 SH | New |
| ISHARES TR | EAFE GRWTH ETF | $1.9M | 0.7%Prev: 1.2% | 16,963 SH | Decreased-5,860 SH |
| ISHARES TR | EAFE VALUE ETF | $2.9M | 1.1%Prev: 1.2% | 39,341 SH | Increased-799 SH |
| ISHARES TR | ESG AWR MSCI USA | $463K | 0.2%Prev: 0.2% | 3,272 SH | Increased+61 SH |
| ISHARES TR | MBS ETF | $2.0M | 0.7%Prev: 1.0% | 20,540 SH | Decreased-967 SH |
| ISHARES TR | MSCI EAFE MIN VL | $213K | 0.1% | 2,328 SH | New |
| ISHARES TR | MSCI USA MMENTM | $1.5M | 0.6%Prev: 0.2% | 6,341 SH | Increased+4,111 SH |
| ISHARES TR | MSCI USA QLT FCT | $1.8M | 0.7%Prev: 1.4% | 9,540 SH | Decreased-5,718 SH |
| ISHARES TR | NATIONAL MUN ETF | $305K | 0.1% | 2,871 SH | New |
| ISHARES TR | RUS TP200 GR ETF | $349K | 0.1%Prev: 0.2% | 1,401 SH | Increased-37 SH |
| ISHARES TR | S&P 500 GRWT ETF | $3.4M | 1.3%Prev: 1.4% | 30,005 SH | Increased+539 SH |
| ISHARES TR | S&P 500 VAL ETF | $3.9M | 1.4%Prev: 0.8% | 18,353 SH | Increased+10,314 SH |
| ISHARES TR | US TREAS BD ETF | $1.8M | 0.7%Prev: 0.1% | 79,857 SH | Increased+70,052 SH |
| JOHNSON & JOHNSON | COM | $320K | 0.1%Prev: 0.1% | 1,308 SH | Increased+53 SH |
| JPMORGAN CHASE & CO | COM | $248K | 0.1% | 844 SH | New |
| MICROSOFT CORP | COM | $263K | 0.1% | 710 SH | New |
| NVIDIA CORPORATION | COM | $494K | 0.2%Prev: 0.2% | 2,830 SH | Increased |
| PHILIP MORRIS INTL INC | COM | $342K | 0.1%Prev: 0.2% | 2,070 SH | Increased+22 SH |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $239K | 0.1% | 1,799 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $373K | 0.1% | 5,065 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $524K | 0.2%Prev: 0.2% | 1,634 SH | Increased+409 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $651K | 0.2%Prev: 0.3% | 3,027 SH | Increased+32 SH |
| VANGUARD WORLD FD | MEGA CAP INDEX | $665K | 0.2%Prev: 0.3% | 2,812 SH | Increased+419 SH |
| WALMART INC | COM | $370K | 0.1%Prev: 0.1% | 2,978 SH | Increased+494 SH |
| 13F-HR |
| 0002085853-25-000102 |
| $247.2M |
| View |
| Jul 14, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000728 | $301.1M | View |
| Jul 18, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000866 | $222.7M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000432 | $268.2M | View |
| Apr 17, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000449 | $192.2M | View |