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CIK 0002147314 • 2 13F filings • Aug 11, 2026 – Oct 21, 2026
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Past 2 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AKEBIA THREAPEUTICS INC | COM | $23K | 0.0% | 20,000 SH | |
| APPLE INC | COM | $501K | 0.3% | 1,733 SH | |
| CI&T INC | COM CL A | $617K | 0.4% | 184,638 SH | |
| DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | $10.4M | 7.2% | 246,146 SH | |
| DIMENSIONAL ETF TRUST | EMER MARK SU ETF | $1.2M | 0.8% | 24,539 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $7.8M | 5.4% | 192,156 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL CR ETF | $6.9M | 4.8% | 126,290 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $1.5M | 1.1% | 53,094 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | $2.3M | 1.6% | 44,461 SH | |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $3.1M | 2.1% | 67,915 SH | |
| DIMENSIONAL ETF TRUST | INTL COR FIX ETF | $11.1M | 7.7% | 206,600 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $15.8M | 11.0% | 424,886 SH | |
| DIMENSIONAL ETF TRUST | SHOR DUR FIX ETF | $13.6M | 9.4% | 284,950 SH | |
| DIMENSIONAL ETF TRUST | US COR EQU 1 ETF | $28.5M | 19.8% | 347,773 SH | |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $31.1M | 21.6% | 701,602 SH | |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $3.7M | 2.5% | 78,481 SH | |
| FRANKLIN TEMPLETON ETF TR | FTSE JAPAN ETF | $242K | 0.2% | 6,079 SH | |
| GLOBAL X FDS | US INFR DEV ETF | $224K | 0.2% | 3,800 SH | |
| ISHARES TR | CORE 1 5 YR USD | $1.0M | 0.7% | 20,936 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $388K | 0.3% | 2,818 SH | |
| MICROSOFT CORP | COM | $343K | 0.2% | 920 SH | |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | $211K | 0.1% | 300 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $215K | 0.1% | 2,934 SH | |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $1.6M | 1.1% | 33,166 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $400K | 0.3% | 582 SH | |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $540K | 0.4% | 3,438 SH | |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $1.0M | 0.7% | 17,059 SH |