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CIK 0001911702 • 7 13F filings • Apr 28, 2025 – Oct 15, 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 | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $2.7M | 0.7% | 17,048 SH | |
| AMAZON COM INC | COM | $700K | 0.2% | 3,677 SH | |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $5.8M | 1.6% | 96,806 SH | |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | $13.2M | 3.7% | 306,461 SH | |
| AMERICAN CENTY ETF TR | US SML CP VALU | $11.2M | 3.2% | 129,005 SH | |
| APPLE INC | COM | $32.8M | 9.2% | 147,484 SH | |
| APPLIED MATLS INC | COM | $206K | 0.1% | 1,419 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $968K | 0.3% | 1,818 SH | |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $7.3M | 2.0% | 203,761 SH | |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | $6.4M | 1.8% | 186,884 SH | |
| CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | $11.7M | 3.3% | 479,388 SH | |
| CHEVRON CORP NEW | COM | $406K | 0.1% | 2,429 SH | |
| CISCO SYS INC | COM | $289K | 0.1% | 4,679 SH | |
| COSTCO WHSL CORP NEW | COM | $262K | 0.1% | 277 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | $459K | 0.1% | 13,640 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $3.7M | 1.0% | 138,733 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | $698K | 0.2% | 13,547 SH | |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $963K | 0.3% | 27,612 SH | |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $4.8M | 1.3% | 176,826 SH | |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $5.2M | 1.5% | 179,699 SH | |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $1.2M | 0.3% | 25,166 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $90.4M | 25.4% | 2,738,803 SH | |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $4.9M | 1.4% | 149,312 SH | |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $965K | 0.3% | 23,419 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $3.4M | 1.0% | 121,591 SH | |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $2.1M | 0.6% | 59,559 SH | |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $1.3M | 0.4% | 24,547 SH | |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $47.0M | 13.2% | 1,794,893 SH | |
| ELI LILLY & CO | COM | $477K | 0.1% | 578 SH | |
| EXPONENT INC | COM | $378K | 0.1% | 4,666 SH | |
| EXXON MOBIL CORP | COM | $256K | 0.1% | 2,151 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $247K | 0.1% | 526 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $396K | 0.1% | 1,096 SH | |
| JOHNSON & JOHNSON | COM | $1.6M | 0.5% | 9,938 SH | |
| KLA CORP | COM NEW | $307K | 0.1% | 452 SH | |
| LISTED FD TR | ROUNDHILL MAGNIF | $318K | 0.1% | 6,936 SH | |
| MANAGER DIRECTED PORTFOLIOS | VERT GLB SUST RE | $171K | 0.0% | 16,909 SH | |
| MICROSOFT CORP | COM | $780K | 0.2% | 2,079 SH | |
| NVIDIA CORPORATION | COM | $2.0M | 0.6% | 18,299 SH | |
| PG&E CORP | COM | $236K | 0.1% | 13,731 SH | |
| PROCTER AND GAMBLE CO | COM | $234K | 0.1% | 1,372 SH | |
| QUALCOMM INC | COM | $300K | 0.1% | 1,953 SH | |
| RBB FUND TRUST | LONGVIEW ADVANTG | $27.6M | 7.7% | 582,885 SH | |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $424K | 0.1% | 19,695 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $238K | 0.1% | 425 SH | |
| SPDR SER TR | PORTFOLIO SH TSR | $228K | 0.1% | 7,796 SH | |
| STARBUCKS CORP | COM | $257K | 0.1% | 2,620 SH | |
| TESLA INC | COM | $910K | 0.3% | 3,510 SH | |
| VANGUARD BD INDEX FDS | INTERMED TERM | $31.0M | 8.7% | 405,438 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $17.9M | 5.0% | 229,193 SH | |
| VANGUARD INDEX FDS | LARGE CAP ETF | $346K | 0.1% | 1,348 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.4M | 0.4% | 2,730 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $412K | 0.1% | 1,500 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $414K | 0.1% | 2,395 SH | |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $3.8M | 1.1% | 46,220 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $223K | 0.1% | 1,148 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $262K | 0.1% | 4,215 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $245K | 0.1% | 4,812 SH | |
| VANGUARD WORLD FD | ESG US CORP BD | $1.4M | 0.4% | 22,768 SH | |
| WALMART INC | COM | $271K | 0.1% | 3,092 SH | |
| WELLS FARGO CO NEW | COM | $246K | 0.1% | 3,421 SH |
| 13F-HR |
| 0001911702-25-000002 |
| $420.0M |
| View |
| Jul 22, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000799 | $565.3M | View |
| Jul 14, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003797 | $390.4M | View |
| Apr 24, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000492 | $509.8M | View |
| Apr 28, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002365 | $356.4M | View |