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CIK 0002056071 • 6 13F filings • May 1, 2025 – Jul 20, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $31K | 0.0%Prev: 0.0% | 250 SH | Decreased |
| ABBVIE INC | COM | $58K | 0.0%Prev: 0.0% | 255 SH | Decreased |
| ACCENTURE PLC IRELAND | SHS CLASS A | $1K | 0.0%Prev: 0.0% | 5 SH | Increased |
| ALPHABET INC | CAP STK CL A | $313 | 0.0%Prev: 0.0% | 1 SH | Increased |
| AMAZON COM INC | COM | $2K | 0.0%Prev: 0.0% | 10 SH | Decreased-233 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $1K | 0.0%Prev: 0.0% | 11 SH | Increased |
| AMERICAN EXPRESS CO | COM | $1K | 0.0%Prev: 0.0% | 4 SH | Increased |
| AMERICAN TOWER CORP NEW | COM | $352 | 0.0%Prev: 0.0% | 2 SH | Decreased |
| ANALOG DEVICES INC | COM | $1K | 0.0%Prev: 0.0% | 5 SH | Increased |
| APPLE INC | COM | $5K | 0.0%Prev: 0.0% | 18 SH | Increased |
| ATMOS ENERGY CORP | COM | $1K | 0.0%Prev: 0.0% | 6 SH | Decreased |
| AUTOMATIC DATA PROCESSING IN | COM | $258 | 0.0%Prev: 0.0% | 1 SH | Decreased |
| BEST BUY INC | COM | $603 | 0.0%Prev: 0.0% | 9 SH | Decreased |
| BROADCOM INC | COM | $7K | 0.0%Prev: 0.0% | 19 SH | Increased |
| CHEVRON CORP NEW | COM | $458 | 0.0%Prev: 0.0% | 3 SH | Decreased |
| COCA COLA CO | COM | $1K | 0.0%Prev: 0.0% | 21 SH | Increased |
| COSTCO WHSL CORP NEW | COM | $863 | 0.0%Prev: 0.0% | 1 SH | Decreased |
| CROWDSTRIKE HLDGS INC | CL A | $469 | 0.0%Prev: 0.0% | 1 SH | Decreased |
| DANAHER CORPORATION | COM | $4K | 0.0%Prev: 0.0% | 18 SH | Increased |
| DIGITAL RLTY TR INC | COM | $465 | 0.0%Prev: 0.0% | 3 SH | Decreased |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $469 | 0.0%Prev: 0.0% | 11 SH | Decreased |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | $203K | 0.1%Prev: 0.1% | 4,884 SH | Increased |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $8.2M | 5.1%Prev: 5.5% | 248,556 SH | Decreased-10,624 SH |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | $8.6M | 5.3%Prev: 6.0% | 159,541 SH | Decreased-1,973 SH |
| DIMENSIONAL ETF TRUST | GLOBAL EX US COR | $3.2M | 2.0%Prev: 1.2% | 60,342 SH | Increased+26,530 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $9.2M | 5.7%Prev: 6.3% | 347,822 SH | Decreased+2,522 SH |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $143K | 0.1%Prev: 0.1% | 3,449 SH | Decreased |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $375K | 0.2%Prev: 0.3% | 8,754 SH | Decreased-2,222 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $1.7M | 1.0%Prev: 1.0% | 33,191 SH | Increased |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $8.5M | 5.2%Prev: 5.3% | 245,966 SH | Increased+1,558 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $4.9M | 3.1%Prev: 3.2% | 156,015 SH | Increased-4,793 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $4.8M | 3.0%Prev: 3.1% | 127,174 SH | Increased-4,251 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $3K | 0.0%Prev: 0.0% | 53 SH | Decreased |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $30.0M | 18.6%Prev: 19.6% | 758,615 SH | Increased-5,081 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $620K | 0.4%Prev: 0.4% | 8,364 SH | Increased |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $5.8M | 3.6%Prev: 3.7% | 152,531 SH | Increased+6,288 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $2.6M | 1.6%Prev: 1.7% | 56,732 SH | Increased-404 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $66K | 0.0%Prev: 0.0% | 2,867 SH | Decreased |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $71K | 0.0%Prev: 0.0% | 1,015 SH | Increased |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $37K | 0.0%Prev: 0.0% | 1,110 SH | Increased |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $745K | 0.5%Prev: 0.5% | 17,151 SH | Increased |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $17.9M | 11.1%Prev: 11.4% | 301,329 SH | Increased+7,494 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $2.9M | 1.8%Prev: 1.9% | 89,942 SH | Increased-289 SH |
| DISNEY WALT CO | COM | $18K | 0.0%Prev: 0.0% | 160 SH | Decreased |
| DONALDSON INC | COM | $887 | 0.0%Prev: 0.0% | 10 SH | Increased |
| EA SERIES TRUST | EA BRIDGEWAY OMN | $172K | 0.1%Prev: 0.1% | 7,375 SH | Increased |
| EATON CORP PLC | SHS | $2K | 0.0%Prev: 0.0% | 5 SH | Decreased |
| ELI LILLY & CO | COM | $1K | 0.0%Prev: 0.0% | 1 SH | Increased |
| EXXON MOBIL CORP | COM | $1K | 0.0%Prev: 0.0% | 9 SH | Increased |
| FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | $644 | 0.0%Prev: 0.0% | 9 SH | Decreased |
| FORTINET INC | COM | $318 | 0.0%Prev: 0.0% | 4 SH | Decreased |
| GLACIER BANCORP INC NEW | COM | $62K | 0.0%Prev: 0.0% | 1,402 SH | Decreased |
| GLOBAL X FDS | LITHIUM BTRY ETF | $390 | 0.0%Prev: 0.0% | 6 SH | Increased |
| GLOBAL X FDS | US INFR DEV ETF | $1K | 0.0%Prev: 0.0% | 23 SH | Increased |
| GOLDMAN SACHS GROUP INC | COM | $879 | 0.0%Prev: 0.0% | 1 SH | Increased |
| HOME DEPOT INC | COM | $2K | 0.0%Prev: 0.0% | 6 SH | Decreased |
| HONEYWELL INTL INC | COM | $586 | 0.0%Prev: 0.0% | 3 SH | Decreased |
| ICU MED INC | COM | $23K | 0.0%Prev: 0.0% | 164 SH | Increased |
| INNOVATOR ETFS TRUST | EMRGNG MKT JULY | $682 | 0.0%Prev: 0.0% | 23 SH | Increased |
| INTERCONTINENTAL EXCHANGE IN | COM | $324 | 0.0%Prev: 0.0% | 2 SH | Decreased |
| INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | $332 | 0.0%Prev: 0.0% | 25 SH | Decreased |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $4K | 0.0%Prev: 0.0% | 16 SH | Increased |
| INVESCO QQQ TR | UNIT SER 1 | $42K | 0.0%Prev: 0.0% | 68 SH | Increased |
| ISHARES INC | MSCI EMRG CHN | $437 | 0.0%Prev: 0.0% | 6 SH | Increased |
| ISHARES TR | 0-5 YR TIPS ETF | $1.5M | 0.9%Prev: 0.2% | 14,894 SH | Increased+11,554 SH |
| ISHARES TR | 10-20 YR TRS ETF | $1.8M | 1.1%Prev: 2.2% | 17,855 SH | Decreased-14,027 SH |
| ISHARES TR | CORE S&P MCP ETF | $1K | 0.0%Prev: 0.0% | 20 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $15K | 0.0%Prev: 0.0% | 22 SH | Increased |
| ISHARES TR | EAFE SML CP ETF | $485K | 0.3%Prev: 0.3% | 6,262 SH | Increased |
| ISHARES TR | EAFE VALUE ETF | $354K | 0.2%Prev: 0.2% | 4,961 SH | Increased |
| ISHARES TR | NATIONAL MUN ETF | $10.2M | 6.3%Prev: 4.3% | 95,206 SH | Increased+34,344 SH |
| ISHARES TR | S&P 500 VAL ETF | $1K | 0.0%Prev: 0.0% | 6 SH | Increased |
| ISHARES TR | SHRT NAT MUN ETF | $1.8M | 1.1%Prev: 1.2% | 17,025 SH | Decreased |
| J P MORGAN EXCHANGE TRADED F | EQUITY FOCUS ETF | $971 | 0.0%Prev: 0.0% | 13 SH | Increased |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $1K | 0.0%Prev: 0.0% | 21 SH | Increased |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $1.8M | 1.1%Prev: 0.9% | 35,241 SH | Increased+7,947 SH |
| JOHNSON & JOHNSON | COM | $414 | 0.0%Prev: 0.0% | 2 SH | Increased |
| JPMORGAN CHASE & CO. | COM | $1K | 0.0%Prev: 0.0% | 4 SH | Increased |
| LINDE PLC | SHS | $1K | 0.0%Prev: 0.0% | 3 SH | Decreased |
| MANAGER DIRECTED PORTFOLIOS | VERT GLB SUST RE | $16K | 0.0%Prev: 0.0% | 1,554 SH | Decreased |
| MATTHEWS ASIA FDS | CHINA ACTIVE ETF | $283 | 0.0%Prev: 0.0% | 10 SH | Decreased |
| MCDONALDS CORP | COM | $917 | 0.0%Prev: 0.0% | 3 SH | Increased |
| MERCK & CO INC | COM | $632 | 0.0%Prev: 0.0% | 6 SH | Increased |
| MICROSOFT CORP | COM | $3K | 0.0%Prev: 0.0% | 7 SH | Decreased |
| MONDELEZ INTL INC | CL A | $216 | 0.0%Prev: 0.0% | 4 SH | Decreased |
| NEXTERA ENERGY INC | COM | $161 | 0.0%Prev: 0.0% | 2 SH | Increased |
| NOVARTIS AG | SPONSORED ADR | $690 | 0.0%Prev: 0.0% | 5 SH | Increased |
| NUCOR CORP | COM | $116K | 0.1%Prev: 0.1% | 712 SH | Increased |
| ORACLE CORP | COM | $178K | 0.1%Prev: 0.2% | 911 SH | Decreased |
| PACER FDS TR | US CASH COWS 100 | $602 | 0.0%Prev: 0.0% | 10 SH | Increased |
| PEPSICO INC | COM | $36K | 0.0%Prev: 0.0% | 250 SH | Increased |
| PIMCO ETF TR | INTER MUN BD ACT | $1.9M | 1.1%Prev: 1.1% | 35,395 SH | Increased+3,150 SH |
| PNC FINL SVCS GROUP INC | COM | $2K | 0.0%Prev: 0.0% | 9 SH | Increased |
| PROCTER AND GAMBLE CO | COM | $574 | 0.0%Prev: 0.0% | 4 SH | Decreased |
| PROLOGIS INC. | COM | $383 | 0.0%Prev: 0.0% | 3 SH | Increased |
| PUBLIC STORAGE OPER CO | COM | $49K | 0.0%Prev: 0.0% | 188 SH | Decreased |
| ROLLINS INC | COM | $541 | 0.0%Prev: 0.0% | 9 SH | Increased |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $3K | 0.0%Prev: 0.0% | 108 SH | Increased |
| SELECT SECTOR SPDR TR | STATE STREET COM | $1K | 0.0% | 10 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET CON | $1K | 0.0% | 10 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $1K | 0.0% | 10 SH | New |
| SERVICENOW INC | COM | $1.2M | 0.7%Prev: 1.1% | 7,705 SH | Decreased+5,945 SH |
| SKYWEST INC | COM | $100K | 0.1%Prev: 0.1% | 1,000 SH | Decreased |
| SPDR INDEX SHS FDS | DJ INTL RL ETF | $11K | 0.0%Prev: 0.0% | 398 SH | Increased |
| SPDR SERIES TRUST | STATE STREET SPD | $17.3M | 10.7% | 598,623 SH | New |
| TJX COS INC NEW | COM | $461 | 0.0%Prev: 0.0% | 3 SH | Increased |
| UNITEDHEALTH GROUP INC | COM | $1K | 0.0%Prev: 0.0% | 4 SH | Decreased |
| VANECK ETF TRUST | HIGH YLD MUNIETF | $292K | 0.2%Prev: 0.2% | 5,713 SH | Increased |
| VANGUARD INDEX FDS | SM CP VAL ETF | $1.0M | 0.6%Prev: 0.8% | 4,925 SH | Decreased-974 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $4.1M | 2.5%Prev: 2.3% | 12,099 SH | Increased+1,473 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $2K | 0.0%Prev: 0.0% | 41 SH | Increased |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $4.3M | 2.7%Prev: 2.1% | 51,157 SH | Increased+13,812 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $188K | 0.1%Prev: 0.1% | 3,144 SH | Decreased |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | $20K | 0.0%Prev: 0.0% | 358 SH | Decreased |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000GRW | $944 | 0.0%Prev: 0.0% | 4 SH | Increased |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.5M | 0.9%Prev: 0.9% | 23,569 SH | Increased+2,085 SH |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $3K | 0.0%Prev: 0.0% | 31 SH | Increased |
| VANGUARD WORLD FD | MEGA CAP INDEX | $1K | 0.0%Prev: 0.0% | 5 SH | Increased |
| VERIZON COMMUNICATIONS INC | COM | $1K | 0.0%Prev: 0.0% | 26 SH | Decreased |
| VISA INC | COM CL A | $4K | 0.0%Prev: 0.0% | 10 SH | Increased |
| WALMART INC | COM | $2K | 0.0%Prev: 0.0% | 15 SH | Increased |
| WASTE MGMT INC DEL | COM | $1K | 0.0%Prev: 0.0% | 5 SH | Decreased |
| WELLS FARGO CO NEW | COM | $90K | 0.1%Prev: 0.0% | 962 SH | Increased+682 SH |
| WISDOMTREE TR | EQUITY PREMIUM | $397 | 0.0%Prev: 0.0% | 12 SH | Decreased |
| YUM BRANDS INC | COM | $15K | 0.0%Prev: 0.0% | 100 SH | Decreased |
| YUM CHINA HLDGS INC | COM | $5K | 0.0%Prev: 0.0% | 100 SH | Increased |
| ZIONS BANCORPORATION N A | COM | $23K | 0.0%Prev: 0.0% | 398 SH | Decreased-906 SH |
| ZOETIS INC | CL A | $378 | 0.0%Prev: 0.0% | 3 SH | Decreased |
| 13F-HR |
| 0001941040-26-000429 |
| $196.2M |
| View |
| Jul 18, 2025 | Q2 2025 | 13F-HR | 0002009211-25-000002 | $164.9M | View |
| Apr 24, 2026 | Q1 2026 | 13F-HR | 0001941040-26-000258 | $174.4M | View |
| May 1, 2025 | Q1 2025 | 13F-HR | 0002056071-25-000004 | $159.3M | View |