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CIK 0001788241 • 2 13F filings • Apr 7, 2025 – Jul 18, 2025
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Past 2 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $266K | 0.1%Prev: 0.1% | 1,750 SH | Increased |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $319K | 0.1%Prev: 0.1% | 4,657 SH | Increased+831 SH |
| AMERICAN CENTY ETF TR | AVANTIS US SMALL | $397K | 0.2%Prev: 0.1% | 7,690 SH | Increased+2,111 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $6.6M | 2.9%Prev: 3.5% | 9 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.2M | 0.6%Prev: 0.7% | 2,556 SH | Decreased-139 SH |
| BOEING CO | COM | $349K | 0.2%Prev: 0.1% | 1,665 SH | Increased |
| CATERPILLAR INC | COM | $694K | 0.3%Prev: 0.3% | 1,788 SH | Increased+1 SH |
| DEERE & CO | COM | $1.6M | 0.7%Prev: 0.7% | 3,100 SH | Increased |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $588K | 0.3%Prev: 0.2% | 13,720 SH | Increased+4,238 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $919K | 0.4%Prev: 0.3% | 29,558 SH | Increased+9,490 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $609K | 0.3%Prev: 0.2% | 20,652 SH | Increased+6,414 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $1.5M | 0.7%Prev: 0.5% | 41,244 SH | Increased+9,975 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $973K | 0.4%Prev: 0.3% | 27,372 SH | Increased+6,443 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $953K | 0.4%Prev: 0.3% | 22,530 SH | Increased+5,583 SH |
| EXXON MOBIL CORP | COM | $625K | 0.3%Prev: 0.3% | 5,798 SH | Decreased |
| ISHARES TR | CORE US AGGBD ET | $3.8M | 1.7%Prev: 1.1% | 37,929 SH | Increased+15,976 SH |
| ISHARES TR | ESG AWR US AGRGT | $555K | 0.2%Prev: 0.3% | 11,684 SH | Increased |
| ISHARES TR | INTL SEL DIV ETF | $505K | 0.2%Prev: 0.1% | 14,642 SH | Increased+5,681 SH |
| ISHARES TR | MORNINGSTR US EQ | $5.5M | 2.5%Prev: 2.4% | 64,536 SH | Increased+44 SH |
| ISHARES TR | MRGSTR MD CP ETF | $4.4M | 2.0%Prev: 2.0% | 55,403 SH | Increased+24 SH |
| ISHARES TR | MSCI INTL MOMENT | $663K | 0.3%Prev: 0.2% | 14,514 SH | Increased+4,711 SH |
| ISHARES TR | MSCI USA MMENTM | $1.0M | 0.5%Prev: 0.4% | 4,362 SH | Increased+766 SH |
| ISHARES TR | NATIONAL MUN ETF | $249K | 0.1% | 2,381 SH | New |
| ISHARES TR | S&P MC 400GR ETF | $218K | 0.1% | 2,398 SH | New |
| J P MORGAN EXCHANGE TRADED F | SUSTAINABLE MUNI | $376K | 0.2% | 7,599 SH | New |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $346K | 0.2% | 6,800 SH | New |
| JOHNSON & JOHNSON | COM | $333K | 0.1%Prev: 0.2% | 2,177 SH | Decreased |
| KIMBERLY-CLARK CORP | COM | $317K | 0.1%Prev: 0.2% | 2,458 SH | Decreased |
| MICROSOFT CORP | COM | $474K | 0.2%Prev: 0.2% | 953 SH | Increased |
| MORGAN STANLEY ETF TRUST | EATON VANCE INTE | $324K | 0.1% | 6,306 SH | New |
| NVIDIA CORPORATION | COM | $403K | 0.2%Prev: 0.2% | 2,550 SH | Increased-450 SH |
| PACER FDS TR | US CASH COWS 100 | $287K | 0.1%Prev: 0.2% | 5,208 SH | Decreased-2,157 SH |
| PEPSICO INC | COM | $247K | 0.1%Prev: 0.1% | 1,871 SH | Decreased |
| PFIZER INC | COM | $351K | 0.2%Prev: 0.2% | 14,488 SH | Decreased-250 SH |
| PIMCO ETF TR | ENHAN SHRT MA AC | $2.9M | 1.3%Prev: 2.0% | 28,869 SH | Decreased-11,725 SH |
| ROYCE SMALL CAP TRUST INC | COM | $190K | 0.1%Prev: 0.1% | 12,620 SH | Increased-96 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $4.7M | 2.1%Prev: 2.1% | 197,131 SH | Increased-43 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $5.9M | 2.6%Prev: 3.1% | 221,409 SH | Decreased-5,653 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $1.5M | 0.6%Prev: 0.7% | 52,059 SH | Increased |
| SCHWAB STRATEGIC TR | US TIPS ETF | $761K | 0.3%Prev: 0.4% | 28,539 SH | Decreased-1,312 SH |
| SPDR INDEX SHS FDS | S&P INTL ETF | $262K | 0.1%Prev: 0.1% | 6,211 SH | Increased |
| SPDR SERIES TRUST | PORTFLI TIPS ETF | $350K | 0.2% | 13,440 SH | New |
| SPDR SERIES TRUST | S&P DIVID ETF | $765K | 0.3% | 5,636 SH | New |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | $298K | 0.1%Prev: 0.1% | 2,841 SH | Increased+84 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $2.0M | 0.9%Prev: 0.8% | 25,455 SH | Increased+4,691 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $25.7M | 11.4%Prev: 12.3% | 348,745 SH | Increased+1,210 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $2.3M | 1.0%Prev: 0.7% | 45,847 SH | Increased+16,268 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $33.4M | 14.8%Prev: 14.4% | 76,195 SH | Increased-4,072 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $296K | 0.1%Prev: 0.1% | 1,797 SH | Increased |
| VANGUARD INDEX FDS | MID CAP ETF | $5.9M | 2.6%Prev: 2.6% | 21,052 SH | Increased+406 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $25.7M | 11.4%Prev: 10.0% | 45,171 SH | Increased+5,048 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $334K | 0.1%Prev: 0.2% | 1,712 SH | Decreased-125 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $8.0M | 3.6%Prev: 3.7% | 33,732 SH | Increased-1,055 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.4M | 0.6%Prev: 0.6% | 4,486 SH | Increased-100 SH |
| VANGUARD INDEX FDS | VALUE ETF | $16.4M | 7.3%Prev: 8.0% | 92,968 SH | Decreased-2,662 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $9.1M | 4.0%Prev: 4.0% | 135,384 SH | Increased-248 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $350K | 0.2% | 7,067 SH | New |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $1.1M | 0.5%Prev: 0.5% | 8,215 SH | Increased-513 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $4.5M | 2.0%Prev: 2.3% | 91,353 SH | Decreased-6,037 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $332K | 0.1%Prev: 0.2% | 4,006 SH | Increased |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $1.5M | 0.6%Prev: 0.7% | 24,840 SH | Increased+413 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $2.4M | 1.1%Prev: 1.2% | 30,761 SH | Increased+217 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $696K | 0.3%Prev: 0.3% | 6,375 SH | Increased+68 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | $665K | 0.3%Prev: 0.3% | 7,805 SH | Increased-50 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $6.6M | 2.9%Prev: 3.0% | 32,162 SH | Increased+191 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $342K | 0.2%Prev: 0.1% | 4,943 SH | Increased-6 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $2.6M | 1.2%Prev: 0.6% | 45,464 SH | Increased+20,317 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $17.1M | 7.6%Prev: 8.2% | 128,380 SH | Increased-3,719 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $268K | 0.1%Prev: 0.1% | 4,090 SH | Increased |
| VANGUARD WORLD FD | ESG US STK ETF | $720K | 0.3%Prev: 0.3% | 6,568 SH | Increased |