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CIK 0001927960 • 1 13F filing • May 12, 2025 – May 12, 2025
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Past 1 quarter
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $225K | 0.1% | 1,452 SH | |
| AMAZON COM INC | COM | $647K | 0.3% | 3,399 SH | |
| APPLE INC | COM | $4.2M | 2.1% | 18,790 SH | |
| AQUESTIVE THERAPEUTICS INC | COM | $633K | 0.3% | 218,381 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL A | $12.0M | 6.1% | 15 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.0M | 1.0% | 3,672 SH | |
| CLEARPOINT NEURO INC | COM | $2.9M | 1.5% | 245,347 SH | |
| COSTCO WHSL CORP NEW | COM | $319K | 0.2% | 337 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $1.6M | 0.8% | 60,570 SH | |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $1.6M | 0.8% | 62,651 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $7.3M | 3.7% | 233,646 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $2.3M | 1.2% | 84,577 SH | |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $583K | 0.3% | 22,570 SH | |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | $504K | 0.3% | 9,933 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $753K | 0.4% | 19,581 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $20.8M | 10.6% | 630,822 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $2.6M | 1.3% | 43,817 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $7.7M | 3.9% | 274,231 SH | |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | $2.0M | 1.0% | 48,884 SH | |
| ISHARES TR | 20 YR TR BD ETF | $3.2M | 1.6% | 35,148 SH | |
| ISHARES TR | CORE MSCI EAFE | $232K | 0.1% | 3,061 SH | |
| ISHARES TR | CORE S&P MCP ETF | $7.2M | 3.7% | 124,166 SH | |
| ISHARES TR | CORE S&P SCP ETF | $10.0M | 5.1% | 95,897 SH | |
| ISHARES TR | CORE S&P500 ETF | $70.3M | 35.8% | 125,192 SH | |
| ISHARES TR | CORE US AGGBD ET | $2.7M | 1.4% | 26,877 SH | |
| ISHARES TR | EAFE SML CP ETF | $825K | 0.4% | 12,979 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $502K | 0.3% | 1,390 SH | |
| ISHARES TR | RUS MD CP GR ETF | $329K | 0.2% | 2,800 SH | |
| MASTERCARD INCORPORATED | CL A | $1.1M | 0.6% | 2,061 SH | |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $1.2M | 0.6% | 55,453 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $3.9M | 2.0% | 6,903 SH | |
| SPDR SER TR | PORTFOLI S&P1500 | $1.8M | 0.9% | 26,335 SH | |
| STRYKER CORPORATION | COM | $1.1M | 0.6% | 3,010 SH | |
| TRANSMEDICS GROUP INC | COM | $605K | 0.3% | 8,987 SH | |
| VANGUARD BD INDEX FDS | INTERMED TERM | $1.8M | 0.9% | 22,961 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $3.1M | 1.6% | 41,813 SH | |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $641K | 0.3% | 2,620 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $681K | 0.3% | 1,326 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $386K | 0.2% | 2,072 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $872K | 0.4% | 3,932 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $10.0M | 5.1% | 36,384 SH | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $457K | 0.2% | 7,542 SH | |
| VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | $243K | 0.1% | 3,200 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $447K | 0.2% | 5,658 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $670K | 0.3% | 13,175 SH | |
| VERONA PHARMA PLC | SPONSORED ADS | $512K | 0.3% | 8,060 SH | |
| VIKING THERAPEUTICS INC | COM | $514K | 0.3% | 21,286 SH | |
| WALMART INC | COM | $237K | 0.1% | 2,705 SH | |
| ZOETIS INC | CL A | $240K | 0.1% | 1,455 SH |
Open a filing on Jive Data
| Filing Date | Quarter | Form | Accession | Portfolio | Filing |
|---|---|---|---|---|---|
| May 12, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001684 | $196.5M | View |