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CIK 0002056071 • 6 13F filings • May 1, 2025 – Jul 20, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DIMENSIONAL INTE | $5.7M | 3.3% | 108,165 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | $220K | 0.1%Prev: 0.2% | 5,199 SH | Decreased-5,425 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $8.6M | 4.9%Prev: 5.9% | 248,400 SH | Decreased-105,379 SH |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | $8.8M | 5.0%Prev: 5.6% | 162,187 SH | Decreased-5,061 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $9.6M | 5.5%Prev: 6.3% | 359,686 SH | Decreased-24,205 SH |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $317K | 0.2%Prev: 0.2% | 7,467 SH | Decreased-3,510 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $1.4M | 0.8%Prev: 1.9% | 25,732 SH | Decreased-50,054 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $8.7M | 5.0%Prev: 5.1% | 245,608 SH | Increased-48,053 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $5.1M | 2.9%Prev: 3.6% | 159,287 SH | Decreased-55,998 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $4.9M | 2.8%Prev: 2.4% | 125,026 SH | Increased-7,454 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $30.2M | 17.3%Prev: 21.6% | 777,411 SH | Decreased-265,167 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $497K | 0.3%Prev: 0.3% | 7,013 SH | Decreased-1,351 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $6.1M | 3.5%Prev: 3.1% | 166,648 SH | Increased+19,876 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $2.7M | 1.6%Prev: 2.5% | 56,732 SH | Decreased-41,541 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $737K | 0.4%Prev: 0.4% | 17,946 SH | Increased+795 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $19.4M | 11.1%Prev: 12.7% | 310,500 SH | Decreased-81,284 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $3.0M | 1.7%Prev: 1.8% | 89,451 SH | Increased-22,103 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $4.6M | 2.6% | 44,198 SH | New |
| ISHARES TR | 10-20 YR TRS ETF | $971K | 0.6%Prev: 6.0% | 9,636 SH | Decreased-82,739 SH |
| ISHARES TR | EAFE SML CP ETF | $491K | 0.3%Prev: 0.2% | 6,262 SH | Increased |
| ISHARES TR | EAFE VALUE ETF | $308K | 0.2%Prev: 0.2% | 4,136 SH | Increased-825 SH |
| ISHARES TR | NATIONAL MUN ETF | $13.2M | 7.5%Prev: 2.4% | 124,010 SH | Increased+87,549 SH |
| ISHARES TR | SHRT NAT MUN ETF | $1.8M | 1.0%Prev: 1.2% | 17,025 SH | Decreased-1,000 SH |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $2.1M | 1.2%Prev: 2.0% | 42,601 SH | Decreased-20,687 SH |
| PIMCO ETF TR | INTER MUN BD ACT | $2.4M | 1.4%Prev: 1.5% | 46,797 SH | Increased-225 SH |
| SERVICENOW INC | COM | $1.1M | 0.6%Prev: 0.9% | 10,110 SH | Decreased+8,268 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $18.9M | 10.9% | 660,917 SH | New |
| VANECK ETF TRUST | HIGH YLD MUNIETF | $279K | 0.2%Prev: 0.2% | 5,563 SH | Decreased-1,540 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $1.1M | 0.6%Prev: 1.5% | 4,925 SH | Decreased-8,115 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.9M | 2.2%Prev: 1.3% | 12,190 SH | Increased+4,497 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $5.8M | 3.3%Prev: 0.8% | 69,917 SH | Increased+55,002 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.5M | 0.9%Prev: 0.8% | 23,339 SH | Increased-179 SH |
| 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 |