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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 A | $218K | 0.1%Prev: 0.1% | 1,236 SH | Decreased-690 SH |
| ALPHABET INC | CAP STK CL C | $3.0M | 0.8%Prev: 0.9% | 16,898 SH | Decreased+841 SH |
| AMAZON COM INC | COM | $807K | 0.2%Prev: 0.1% | 3,677 SH | Increased+368 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $7.1M | 1.8%Prev: 1.7% | 103,956 SH | Decreased-5,148 SH |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | $13.9M | 3.6%Prev: 2.9% | 314,040 SH | Decreased-25,242 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $13.3M | 3.4%Prev: 3.5% | 146,123 SH | Decreased-17,633 SH |
| APPLE INC | COM | $29.7M | 7.6%Prev: 8.7% | 144,586 SH | Decreased-30,626 SH |
| APPLIED MATLS INC | COM | $260K | 0.1%Prev: 0.1% | 1,419 SH | Decreased-4 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $883K | 0.2%Prev: 0.2% | 1,818 SH | Increased-8 SH |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $8.7M | 2.2%Prev: 2.0% | 219,370 SH | Decreased-21,189 SH |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | $8.2M | 2.1%Prev: 1.7% | 201,118 SH | Decreased-12,343 SH |
| CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | $14.2M | 3.6%Prev: 3.4% | 525,246 SH | Decreased-54,326 SH |
| CHEVRON CORP NEW | COM | $340K | 0.1% | 2,371 SH | New |
| CISCO SYS INC | COM | $326K | 0.1%Prev: 0.1% | 4,697 SH | Decreased+448 SH |
| COSTCO WHSL CORP NEW | COM | $274K | 0.1% | 277 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | $526K | 0.1%Prev: 0.1% | 13,808 SH | Increased+1,451 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $4.0M | 1.0%Prev: 0.9% | 135,292 SH | Decreased+7,525 SH |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | $741K | 0.2%Prev: 0.2% | 14,131 SH | Decreased-1,525 SH |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $1.1M | 0.3%Prev: 0.2% | 27,298 SH | Decreased+1,055 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $5.1M | 1.3%Prev: 1.0% | 172,663 SH | Decreased+7,670 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $5.8M | 1.5%Prev: 1.3% | 175,943 SH | Decreased+10,104 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $1.2M | 0.3%Prev: 0.3% | 25,911 SH | Decreased-4,163 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $100.9M | 25.8%Prev: 21.6% | 2,816,105 SH | Decreased-14,404 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $5.2M | 1.3%Prev: 0.9% | 146,898 SH | Increased+17,948 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $990K | 0.3%Prev: 0.2% | 23,419 SH | Increased+5,158 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $3.3M | 0.8%Prev: 0.7% | 112,752 SH | Decreased+16,140 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $2.3M | 0.6%Prev: 0.4% | 59,857 SH | Increased+4,673 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $1.3M | 0.3%Prev: 0.2% | 24,165 SH | Increased+6,419 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $53.8M | 13.8%Prev: 12.1% | 1,830,211 SH | Decreased+7,883 SH |
| ELI LILLY & CO | COM | $450K | 0.1%Prev: 0.1% | 578 SH | Decreased-74 SH |
| EXPONENT INC | COM | $349K | 0.1%Prev: 0.1% | 4,666 SH | Increased |
| EXXON MOBIL CORP | COM | $232K | 0.1%Prev: 0.1% | 2,151 SH | Decreased-386 SH |
| INTUIT | COM | $313K | 0.1%Prev: 0.0% | 397 SH | Increased-71 SH |
| INVESCO QQQ TR | UNIT SER 1 | $290K | 0.1%Prev: 0.1% | 526 SH | Decreased-610 SH |
| ISHARES TR | RUS 1000 GRW ETF | $465K | 0.1% | 1,096 SH | New |
| JOHNSON & JOHNSON | COM | $1.5M | 0.4%Prev: 0.4% | 9,925 SH | Decreased+1,412 SH |
| KLA CORP | COM NEW | $240K | 0.1%Prev: 0.1% | 268 SH | Decreased |
| LISTED FDS TR | ROUNDHILL MAGNIF | $323K | 0.1%Prev: 0.1% | 5,825 SH | Decreased |
| MANAGER DIRECTED PORTFOLIOS | VERT GLB SUST RE | $177K | 0.0%Prev: 0.0% | 16,909 SH | Decreased-2,006 SH |
| MICROSOFT CORP | COM | $1.0M | 0.3%Prev: 0.1% | 2,053 SH | Increased+612 SH |
| NVIDIA CORPORATION | COM | $3.0M | 0.8%Prev: 0.4% | 18,914 SH | Increased+7,502 SH |
| PG&E CORP | COM | $191K | 0.0%Prev: 0.0% | 13,731 SH | Decreased |
| PROCTER AND GAMBLE CO | COM | $219K | 0.1% | 1,372 SH | New |
| QUALCOMM INC | COM | $303K | 0.1% | 1,903 SH | New |
| RBB FUND TRUST | LONGVIEW ADVANTG | $29.7M | 7.6%Prev: 6.6% | 583,951 SH | Decreased+1,371 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $469K | 0.1%Prev: 0.0% | 19,695 SH | Increased+10,226 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $263K | 0.1% | 426 SH | New |
| SPDR SERIES TRUST | PORTFOLIO SH TSR | $228K | 0.1% | 7,796 SH | New |
| STARBUCKS CORP | COM | $238K | 0.1%Prev: 0.0% | 2,599 SH | Increased-4 SH |
| TESLA INC | COM | $1.1M | 0.3%Prev: 0.3% | 3,510 SH | Decreased-1,049 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $33.0M | 8.5%Prev: 7.3% | 426,604 SH | Decreased-55,382 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $19.3M | 4.9%Prev: 4.4% | 245,236 SH | Decreased-40,421 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $385K | 0.1%Prev: 0.1% | 1,348 SH | Decreased-860 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.6M | 0.4%Prev: 0.3% | 2,730 SH | Decreased-239 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $392K | 0.1%Prev: 0.1% | 1,290 SH | Decreased-512 SH |
| VANGUARD INDEX FDS | VALUE ETF | $423K | 0.1%Prev: 0.1% | 2,395 SH | Increased+557 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $4.0M | 1.0%Prev: 1.0% | 47,637 SH | Decreased-12,231 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $235K | 0.1%Prev: 0.1% | 1,148 SH | Decreased-297 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $291K | 0.1%Prev: 0.1% | 4,215 SH | Decreased+150 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $274K | 0.1%Prev: 0.2% | 4,812 SH | Decreased-7,767 SH |
| VANGUARD WORLD FD | ESG US CORP BD | $1.5M | 0.4%Prev: 0.3% | 22,990 SH | Decreased-2,385 SH |
| WALMART INC | COM | $299K | 0.1%Prev: 0.1% | 3,059 SH | Decreased-670 SH |
| WELLS FARGO CO NEW | COM | $274K | 0.1% | 3,421 SH | New |
| 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 |