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CIK 0002053653 • 6 13F filings • May 6, 2025 – Jul 30, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | US SML CP VALU | $5.8M | 4.6%Prev: 4.1% | 57,233 SH | Increased+5,446 SH |
| CATERPILLAR INC | COM | $229K | 0.2%Prev: 0.2% | 400 SH | Decreased-100 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $4.8M | 3.7%Prev: 3.6% | 95,695 SH | Increased-2,684 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $23.5M | 18.4%Prev: 17.8% | 505,243 SH | Increased+1,242 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $233K | 0.2%Prev: 0.2% | 3,350 SH | Increased |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $431K | 0.3%Prev: 0.3% | 7,242 SH | Increased |
| EA SERIES TRUST | EA BRIDGEWAY OMN | $12.6M | 9.9%Prev: 9.9% | 541,315 SH | Increased-15,115 SH |
| ISHARES TR | 7-10 YR TRSY BD | $18.7M | 14.6%Prev: 14.2% | 194,425 SH | Increased+7,569 SH |
| ISHARES TR | MSCI INTL VLU FT | $309K | 0.2%Prev: 0.2% | 8,132 SH | Increased-289 SH |
| ISHARES TR | MSCI USA QLT FCT | $1.3M | 1.0%Prev: 1.2% | 6,751 SH | Decreased-1,038 SH |
| ISHARES TR | SP SMCP600VL ETF | $223K | 0.2%Prev: 0.2% | 1,965 SH | Increased |
| PALANTIR TECHNOLOGIES INC | CL A | $19.1M | 14.9%Prev: 16.9% | 107,340 SH | Decreased-10,000 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $15.9M | 12.4%Prev: 12.1% | 47,332 SH | Increased+598 SH |
| VANGUARD INDEX FDS | VALUE ETF | $2.2M | 1.7%Prev: 1.6% | 11,357 SH | Increased+468 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $288K | 0.2%Prev: 0.2% | 5,361 SH | Decreased |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $19.7M | 15.4%Prev: 15.4% | 398,329 SH | Increased+12,803 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $2.1M | 1.7%Prev: 1.7% | 35,843 SH | Decreased |
| VANGUARD STAR FDS | VG TL INTL STK F | $274K | 0.2% | 3,635 SH | New |
| 13F-HR |
| 0002053653-26-000005 |
| $135.0M |
| View |
| Aug 5, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004507 | $115.9M | View |
| May 6, 2026 | Q1 2026 | 13F-HR | 0002053653-26-000003 | $126.7M | View |
| May 6, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002645 | $104.1M | View |