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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 | $359K | 0.1%Prev: 0.1% | 1,477 SH | Decreased-51 SH |
| ALPHABET INC | CAP STK CL C | $4.0M | 0.9%Prev: 1.0% | 16,334 SH | Decreased+371 SH |
| AMAZON COM INC | COM | $742K | 0.2%Prev: 0.2% | 3,381 SH | Decreased-404 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $7.9M | 1.9%Prev: 1.8% | 105,487 SH | Decreased+866 SH |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | $14.1M | 3.4%Prev: 2.9% | 316,649 SH | Decreased-30,943 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $15.1M | 3.6%Prev: 3.6% | 151,311 SH | Decreased-12,258 SH |
| APPLE INC | COM | $33.8M | 8.1%Prev: 8.4% | 132,793 SH | Decreased-31,210 SH |
| APPLIED MATLS INC | COM | $294K | 0.1%Prev: 0.2% | 1,437 SH | Decreased+14 SH |
| AVIDBANK HLDGS INC | COM | $216K | 0.1%Prev: 0.0% | 8,484 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $923K | 0.2%Prev: 0.2% | 1,836 SH | Increased+10 SH |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $9.4M | 2.2% | 223,209 SH | New |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | $8.8M | 2.1% | 201,332 SH | New |
| CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | $15.8M | 3.8% | 534,884 SH | New |
| CHEVRON CORP NEW | COM | $584K | 0.1% | 3,762 SH | New |
| CISCO SYS INC | COM | $293K | 0.1%Prev: 0.1% | 4,281 SH | Decreased+25 SH |
| COSTCO WHSL CORP NEW | COM | $263K | 0.1% | 284 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | $594K | 0.1% | 14,459 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $4.2M | 1.0%Prev: 0.9% | 131,000 SH | Decreased+4,228 SH |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | $780K | 0.2%Prev: 0.2% | 14,651 SH | Decreased-2,391 SH |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $1.2M | 0.3%Prev: 0.2% | 28,613 SH | Decreased+1,848 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $5.1M | 1.2%Prev: 1.0% | 168,351 SH | Decreased+4,046 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $6.1M | 1.4%Prev: 1.2% | 169,837 SH | Decreased+4,001 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $1.2M | 0.3% | 24,505 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $107.1M | 25.5% | 2,777,126 SH | New |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $5.1M | 1.2% | 135,665 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $833K | 0.2%Prev: 0.2% | 18,641 SH | Decreased+380 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $3.3M | 0.8% | 103,033 SH | New |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $2.6M | 0.6%Prev: 0.5% | 62,308 SH | Decreased+4,623 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $1.1M | 0.3%Prev: 0.2% | 19,662 SH | Decreased+2,174 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $56.5M | 13.5%Prev: 11.8% | 1,801,189 SH | Decreased-7,546 SH |
| ELI LILLY & CO | COM | $452K | 0.1%Prev: 0.1% | 592 SH | Decreased-62 SH |
| EVERSOURCE ENERGY | COM | $1.4M | 0.3%Prev: 0.1% | 18,987 SH | Increased+9,485 SH |
| EXPONENT INC | COM | $326K | 0.1%Prev: 0.0% | 4,687 SH | Increased+20 SH |
| EXXON MOBIL CORP | COM | $247K | 0.1%Prev: 0.1% | 2,194 SH | Decreased-343 SH |
| INTUIT | COM | $281K | 0.1% | 412 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $704K | 0.2%Prev: 0.1% | 1,173 SH | Decreased+35 SH |
| ISHARES TR | CORE S&P TTL STK | $269K | 0.1% | 1,845 SH | New |
| ISHARES TR | RUS 1000 GRW ETF | $513K | 0.1% | 1,096 SH | New |
| ISHARES TR | RUSSELL 3000 ETF | $209K | 0.0%Prev: 0.0% | 551 SH | Decreased |
| JOHNSON & JOHNSON | COM | $1.8M | 0.4%Prev: 0.4% | 9,694 SH | Decreased+1,281 SH |
| JPMORGAN CHASE & CO. | COM | $213K | 0.1% | 675 SH | New |
| KLA CORP | COM NEW | $289K | 0.1%Prev: 0.1% | 268 SH | Decreased-2,419 SH |
| KONINKLIJKE PHILIPS N V | NY REGIS SHS NEW | $211K | 0.1%Prev: 0.0% | 7,752 SH | Decreased-287 SH |
| LISTED FDS TR | ROUNDHILL MAGNIF | $378K | 0.1% | 5,825 SH | New |
| MANAGER DIRECTED PORTFOLIOS | VERT GLB SUST RE | $193K | 0.0%Prev: 0.0% | 18,113 SH | Decreased-1,798 SH |
| META PLATFORMS INC | CL A | $364K | 0.1%Prev: 0.0% | 495 SH | Increased+15 SH |
| MICROSOFT CORP | COM | $628K | 0.1%Prev: 0.1% | 1,213 SH | Decreased-607 SH |
| NETFLIX INC | COM | $293K | 0.1% | 244 SH | New |
| NVIDIA CORPORATION | COM | $1.6M | 0.4%Prev: 0.4% | 8,649 SH | Decreased-2,706 SH |
| PG&E CORP | COM | $207K | 0.0%Prev: 0.0% | 13,731 SH | Decreased |
| QUALCOMM INC | COM | $318K | 0.1%Prev: 0.0% | 1,914 SH | Increased+455 SH |
| RBB FUND TRUST | LONGVIEW ADVANTG | $32.1M | 7.7%Prev: 6.7% | 586,082 SH | Decreased+3,502 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $284K | 0.1% | 426 SH | New |
| SPDR SERIES TRUST | PORTFOLIO SH TSR | $229K | 0.1% | 7,796 SH | New |
| STARBUCKS CORP | COM | $220K | 0.1%Prev: 0.0% | 2,599 SH | Decreased-4 SH |
| TESLA INC | COM | $2.0M | 0.5%Prev: 0.3% | 4,523 SH | Increased-34 SH |
| TORONTO DOMINION BK ONT | COM NEW | $220K | 0.1% | 2,755 SH | New |
| VANGUARD BD INDEX FDS | INTERMED TERM | $34.4M | 8.2%Prev: 7.1% | 440,389 SH | Decreased-80,857 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $20.6M | 4.9%Prev: 4.2% | 260,446 SH | Decreased-44,178 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.7M | 0.4%Prev: 0.4% | 2,765 SH | Decreased-201 SH |
| VANGUARD INDEX FDS | VALUE ETF | $322K | 0.1%Prev: 0.1% | 1,728 SH | Decreased-110 SH |
| VANGUARD INSTL INDEX FD | 0-3 MO TREAS BIL | $1.6M | 0.4% | 20,626 SH | New |
| VANGUARD INSTL INDEX FD | ULTRA-SHORT TREA | $221K | 0.1% | 2,925 SH | New |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $4.2M | 1.0%Prev: 0.9% | 50,254 SH | Decreased-11,933 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $310K | 0.1%Prev: 0.1% | 4,215 SH | Decreased+150 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $309K | 0.1%Prev: 0.2% | 5,153 SH | Decreased-7,426 SH |
| VANGUARD WORLD FD | ESG US CORP BD | $1.5M | 0.4%Prev: 0.3% | 23,195 SH | Decreased-2,997 SH |
| WALMART INC | COM | $320K | 0.1%Prev: 0.1% | 3,102 SH | Decreased-627 SH |
| WELLS FARGO CO NEW | COM | $297K | 0.1% | 3,538 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 |