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CIK 0001360798 • 7 13F filings • Apr 17, 2025 – Aug 11, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AIRBNB INC | COM CL A | $16.9M | 0.6%Prev: 0.3% | 124,418 SH | Increased+18,725 SH |
| ALPHABET INC | CAP STK CL A | $41.0M | 1.5%Prev: 0.7% | 130,936 SH | Increased+14,987 SH |
| ALPHABET INC | CAP STK CL C | $54.9M | 2.0%Prev: 1.0% | 174,798 SH | Increased+5,591 SH |
| AMAZON COM INC | COM | $924.2M | 34.1%Prev: 20.8% | 4,003,861 SH | Increased+55,074 SH |
| APPLE INC | COM | $153.6M | 5.7%Prev: 3.3% | 565,008 SH | Increased+31,280 SH |
| BANK AMERICA CORP | COM | $7.3M | 0.3%Prev: 0.2% | 133,382 SH | Increased+4,193 SH |
| BRISTOL-MYERS SQUIBB CO | COM | $6.0M | 0.2%Prev: 0.0% | 110,540 SH | Increased+76,067 SH |
| CENTENE CORP DEL | COM | $5.7M | 0.2%Prev: 0.0% | 139,542 SH | Increased+90,368 SH |
| COMCAST CORP NEW | CL A | $3.2M | 0.1%Prev: 0.1% | 106,716 SH | Decreased-24,531 SH |
| COMPASS INC | CL A | $6.6M | 0.2%Prev: 0.1% | 628,046 SH | Increased+449 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $35.5M | 1.3%Prev: 0.8% | 1,073,486 SH | Increased+48,092 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $21.2M | 0.8%Prev: 0.5% | 651,493 SH | Increased+44,903 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $69.0M | 2.5%Prev: 1.6% | 2,611,200 SH | Increased+212,050 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $56.4M | 2.1%Prev: 1.2% | 1,481,005 SH | Increased+107,583 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $69.6M | 2.6%Prev: 1.5% | 2,019,943 SH | Increased+55,691 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $46.6M | 1.7%Prev: 1.1% | 995,153 SH | Increased+17,725 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | $64.1M | 2.4%Prev: 1.4% | 870,286 SH | Increased+79,028 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $74.7M | 2.8%Prev: 1.8% | 1,887,933 SH | Increased-40,407 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $8.7M | 0.3%Prev: 0.2% | 200,901 SH | Increased+18,807 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $21.9M | 0.8%Prev: 0.5% | 668,678 SH | Increased-5,782 SH |
| EXXON MOBIL CORP | COM | $16.7M | 0.6%Prev: 0.4% | 139,052 SH | Increased+5,904 SH |
| FIGMA INC | CLASS A COM STK | $10.1M | 0.4% | 271,050 SH | New |
| FIVE STAR BANCORP | COM | $5.1M | 0.2%Prev: 0.1% | 142,107 SH | Increased+57 SH |
| INTEL CORP | COM | $8.8M | 0.3%Prev: 0.2% | 237,384 SH | Increased+2,290 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $16.9M | 0.6%Prev: 0.5% | 168,104 SH | Decreased-34,361 SH |
| ISHARES TR | CORE S&P TTL STK | $23.3M | 0.9%Prev: 0.6% | 156,612 SH | Decreased-5,566 SH |
| ISHARES TR | EAFE SML CP ETF | $9.1M | 0.3%Prev: 0.2% | 117,885 SH | Increased+1,204 SH |
| ISHARES TR | MSCI EAFE ETF | $23.1M | 0.9%Prev: 0.5% | 240,119 SH | Increased+779 SH |
| ISHARES TR | MSCI EMG MKT ETF | $6.1M | 0.2%Prev: 0.2% | 112,030 SH | Decreased-5,178 SH |
| ISHARES TR | RUS 1000 ETF | $62.0M | 2.3%Prev: 1.6% | 166,068 SH | Decreased-10,916 SH |
| ISHARES TR | RUS MID CAP ETF | $10.4M | 0.4%Prev: 0.3% | 108,050 SH | Decreased-310 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $7.3M | 0.3%Prev: 0.0% | 127,528 SH | Increased+120,087 SH |
| LENDINGCLUB CORP | COM NEW | $5.9M | 0.2%Prev: 0.1% | 311,340 SH | Decreased-99,989 SH |
| LYFT INC | CL A COM | $2.3M | 0.1%Prev: 0.1% | 116,558 SH | Decreased+13,433 SH |
| MANAGER DIRECTED PORTFOLIOS | VERT GLB SUST RE | $37.2M | 1.4%Prev: 0.9% | 3,578,397 SH | Increased+132,496 SH |
| MICROSOFT CORP | COM | $356.8M | 13.2%Prev: 8.8% | 737,853 SH | Decreased+27,206 SH |
| NVIDIA CORPORATION | COM | $101.4M | 3.7%Prev: 2.1% | 543,929 SH | Increased+71,035 SH |
| PFIZER INC | COM | $10.8M | 0.4%Prev: 0.3% | 435,487 SH | Decreased-122,536 SH |
| PG&E CORP | COM | $5.5M | 0.2%Prev: 0.1% | 339,516 SH | Increased+160,326 SH |
| REMITLY GLOBAL INC | COM | $4.7M | 0.2%Prev: 0.1% | 337,522 SH | Decreased+4,952 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $4.4M | 0.2%Prev: 0.1% | 184,269 SH | Increased+18,378 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $8.0M | 0.3%Prev: 0.2% | 304,302 SH | Increased+7,050 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $6.0M | 0.2%Prev: 0.1% | 222,605 SH | Increased+1,737 SH |
| SOFI TECHNOLOGIES INC | COM | $16.5M | 0.6%Prev: 0.4% | 631,559 SH | Decreased-65,173 SH |
| SPDR INDEX SHS FDS | DJ GLB RL ES ETF | $12.6M | 0.5%Prev: 0.3% | 279,630 SH | Decreased-353 SH |
| STARBUCKS CORP | COM | $22.7M | 0.8%Prev: 0.3% | 270,064 SH | Increased+107,141 SH |
| T-MOBILE US INC | COM | $29.3M | 1.1%Prev: 0.9% | 144,333 SH | Decreased-5,788 SH |
| TIDAL TRUST III | ROCKEFELLER US S | $3.0M | 0.1%Prev: 0.1% | 120,663 SH | Decreased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $99.0M | 3.7%Prev: 2.3% | 295,388 SH | Increased+915 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $9.3M | 0.3%Prev: 0.2% | 126,743 SH | Increased+157 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $44.5M | 1.6%Prev: 1.0% | 315,207 SH | Increased+15,533 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $9.8M | 0.4%Prev: 0.2% | 129,852 SH | Increased+9,621 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $15.4M | 0.6%Prev: 0.4% | 246,948 SH | Increased-5,943 SH |
| WALMART INC | COM | $16.2M | 0.6%Prev: 0.3% | 145,421 SH | Increased+19,549 SH |
| WERIDE INC | SPONSORED ADS | $3.9M | 0.1%Prev: 0.1% | 444,723 SH | Decreased-100 SH |
| 13F-HR |
| 0001360798-26-000005 |
| $5.38B |
| View |
| Jul 31, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004370 | $3.69B | View |
| Aug 7, 2026 | Q1 2026 | 13F-HR/A | 0001360798-26-000004 | $4.53B | View |
| Apr 17, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002166 | $3.12B | View |