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CIK 0002147314 • 2 13F filings • Aug 11, 2026 – Oct 21, 2026
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Past 2 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $552K | 0.3%Prev: 0.3% | 1,658 SH | Increased-75 SH |
| DFA INVT DIMENSIONS GROUP IN | U.S. CORE EQTY 1 | $34.5M | 21.0% | 417,270 SH | New |
| DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | $11.5M | 7.0%Prev: 7.2% | 286,430 SH | Increased+40,284 SH |
| DIMENSIONAL ETF TRUST | EMER MARK SU ETF | $1.2M | 0.7%Prev: 0.8% | 25,212 SH | Increased+673 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $9.3M | 5.7%Prev: 5.4% | 234,863 SH | Increased+42,707 SH |
| DIMENSIONAL ETF TRUST | GLOBAL CR ETF | $7.8M | 4.8%Prev: 4.8% | 151,077 SH | Increased+24,787 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $1.7M | 1.0%Prev: 1.1% | 63,589 SH | Increased+10,495 SH |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | $2.4M | 1.5%Prev: 1.6% | 48,854 SH | Increased+4,393 SH |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $2.7M | 1.6%Prev: 2.1% | 59,287 SH | Decreased-8,628 SH |
| DIMENSIONAL ETF TRUST | INTL COR FIX ETF | $12.0M | 7.3%Prev: 7.7% | 235,536 SH | Increased+28,936 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $18.5M | 11.2%Prev: 11.0% | 490,610 SH | Increased+65,724 SH |
| DIMENSIONAL ETF TRUST | SHOR DUR FIX ETF | $15.2M | 9.2%Prev: 9.4% | 326,852 SH | Increased+41,902 SH |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $36.2M | 22.0%Prev: 21.6% | 813,796 SH | Increased+112,194 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $3.7M | 2.3%Prev: 2.5% | 79,204 SH | Increased+723 SH |
| FRANKLIN TEMPLETON ETF TR | FTSE JAPAN ETF | $237K | 0.1%Prev: 0.2% | 5,717 SH | Decreased-362 SH |
| HOME DEPOT INC | COM | $502K | 0.3% | 1,763 SH | New |
| ISHARES TR | CORE 1 5 YR USD | $1.0M | 0.6%Prev: 0.7% | 21,371 SH | Decreased+435 SH |
| ISHARES TR | S&P 500 GRWT ETF | $396K | 0.2%Prev: 0.3% | 2,785 SH | Increased-33 SH |
| MICROSOFT CORP | COM | $444K | 0.3%Prev: 0.2% | 865 SH | Increased-55 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $450K | 0.3%Prev: 0.1% | 6,409 SH | Increased+3,475 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $1.6M | 1.0%Prev: 1.1% | 33,639 SH | Decreased+473 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $479K | 0.3%Prev: 0.3% | 683 SH | Increased+101 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $1.0M | 0.6%Prev: 0.4% | 6,628 SH | Increased+3,190 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $806K | 0.5%Prev: 0.7% | 14,225 SH | Decreased-2,834 SH |