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CIK 0002031123 • 7 13F filings • May 5, 2025 – Oct 19, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $578K | 0.1% | 4,361 SH | |
| ABBVIE INC | COM | $868K | 0.1% | 4,141 SH | |
| ALPHABET INC | CAP STK CL C | $228K | 0.0% | 1,459 SH | |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $21.8M | 3.7% | 362,782 SH | |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $19.5M | 3.3% | 294,009 SH | |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $65.0M | 11.2% | 996,328 SH | |
| AMGEN INC | COM | $630K | 0.1% | 2,022 SH | |
| APPLE INC | COM | $1.6M | 0.3% | 7,344 SH | |
| AT&T INC | COM | $244K | 0.0% | 8,635 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.1M | 0.4% | 3,964 SH | |
| CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | $12.1M | 2.1% | 460,158 SH | |
| CHEVRON CORP NEW | COM | $222K | 0.0% | 1,330 SH | |
| COCA COLA CO | COM | $4.1M | 0.7% | 57,843 SH | |
| COSTCO WHSL CORP NEW | COM | $245K | 0.0% | 259 SH | |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $1.7M | 0.3% | 64,159 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $93.9M | 16.1% | 3,380,038 SH | |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $293K | 0.1% | 11,350 SH | |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $599K | 0.1% | 22,873 SH | |
| DOVER CORP | COM | $271K | 0.0% | 1,545 SH | |
| DUKE ENERGY CORP NEW | COM NEW | $935K | 0.2% | 7,664 SH | |
| ELI LILLY & CO | COM | $288K | 0.0% | 348 SH | |
| EQUIFAX INC | COM | $224K | 0.0% | 920 SH | |
| EXXON MOBIL CORP | COM | $639K | 0.1% | 5,370 SH | |
| FIRST TR EXCHNG TRADED FD VI | TCW OPPORTUNIS | $3.3M | 0.6% | 74,556 SH | |
| GENERAL MLS INC | COM | $527K | 0.1% | 8,818 SH | |
| HEARTBEAM INC | COM | $162K | 0.0% | 80,391 SH | |
| HERSHEY CO | COM | $301K | 0.1% | 1,760 SH | |
| HOME DEPOT INC | COM | $1.4M | 0.2% | 3,951 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $249K | 0.0% | 1,000 SH | |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | $1.2M | 0.2% | 29,280 SH | |
| ISHARES TR | CORE 1 5 YR USD | $4.1M | 0.7% | 83,803 SH | |
| ISHARES TR | CORE S&P500 ETF | $1.8M | 0.3% | 3,217 SH | |
| ISHARES TR | CR 5 10 YR ETF | $1.2M | 0.2% | 28,531 SH | |
| ISHARES TR | CRE U S REIT ETF | $10.5M | 1.8% | 182,345 SH | |
| ISHARES TR | EAFE GRWTH ETF | $1.9M | 0.3% | 19,028 SH | |
| ISHARES TR | IBONDS 25 TRM TS | $1.4M | 0.2% | 61,723 SH | |
| ISHARES TR | IBONDS 26 TRM TS | $1.4M | 0.2% | 60,916 SH | |
| ISHARES TR | IBONDS 27 ETF | $1.6M | 0.3% | 64,437 SH | |
| ISHARES TR | IBONDS 27 TRM TS | $1.4M | 0.2% | 62,368 SH | |
| ISHARES TR | IBONDS DEC2026 | $945K | 0.2% | 39,022 SH | |
| ISHARES TR | IBONDS DEC25 ETF | $967K | 0.2% | 38,456 SH | |
| ISHARES TR | JPMORGAN USD EMG | $14.7M | 2.5% | 162,210 SH | |
| ISHARES TR | MSCI EAFE ETF | $481K | 0.1% | 5,889 SH | |
| ISHARES TR | MSCI USA QLT FCT | $222K | 0.0% | 1,302 SH | |
| ISHARES TR | MSCI USA VALUE | $2.9M | 0.5% | 27,315 SH | |
| ISHARES TR | NATIONAL MUN ETF | $6.9M | 1.2% | 65,358 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $2.0M | 0.3% | 5,520 SH | |
| ISHARES TR | RUSSELL 3000 ETF | $230K | 0.0% | 723 SH | |
| ISHARES TR | SP SMCP600VL ETF | $225K | 0.0% | 2,309 SH | |
| ISHARES TR | TIPS BD ETF | $2.0M | 0.3% | 18,332 SH | |
| ISHARES TR | ULTRA SHORT-TERM | $1.5M | 0.3% | 29,852 SH | |
| JOHNSON & JOHNSON | COM | $448K | 0.1% | 2,701 SH | |
| JPMORGAN CHASE & CO. | COM | $378K | 0.1% | 1,542 SH | |
| LOWES COS INC | COM | $221K | 0.0% | 947 SH | |
| MEDICAL PPTYS TRUST INC | COM | $121K | 0.0% | 20,000 SH | |
| MERCK & CO INC | COM | $330K | 0.1% | 3,678 SH | |
| MICROSOFT CORP | COM | $836K | 0.1% | 2,228 SH | |
| PROCTER AND GAMBLE CO | COM | $1.3M | 0.2% | 7,506 SH | |
| PUBLIC SVC ENTERPRISE GRP IN | COM | $388K | 0.1% | 4,720 SH | |
| RHYTHM PHARMACEUTICALS INC | COM | $530K | 0.1% | 10,000 SH | |
| ROCKWELL AUTOMATION INC | COM | $294K | 0.1% | 1,138 SH | |
| SCHWAB STRATEGIC TR | 1 5YR CORP BD | $1.3M | 0.2% | 54,156 SH | |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $235K | 0.0% | 10,134 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $479K | 0.1% | 17,115 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $246K | 0.0% | 9,839 SH | |
| SOUTHERN CO | COM | $1.3M | 0.2% | 14,011 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $650K | 0.1% | 17,846 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $1.6M | 0.3% | 2,846 SH | |
| SPDR SER TR | BLOOMBERG EMG MK | $236K | 0.0% | 9,755 SH | |
| SPDR SER TR | PORTFLI TIPS ETF | $21.5M | 3.7% | 814,741 SH | |
| SPDR SER TR | PORTFOLI S&P1500 | $8.5M | 1.5% | 125,713 SH | |
| SPDR SER TR | PRTFLO S&P500 GW | $65.7M | 11.3% | 817,114 SH | |
| SPDR SER TR | S&P 600 SMCP VAL | $73.9M | 12.7% | 942,162 SH | |
| SPROTT PHYSICAL GOLD & SILVE | TR UNIT | $313K | 0.1% | 11,000 SH | |
| SPROTT PHYSICAL GOLD TR | UNIT | $347K | 0.1% | 14,417 SH | |
| SUPERIOR GROUP OF CO INC | COM | $151K | 0.0% | 13,806 SH | |
| TESLA INC | COM | $200K | 0.0% | 773 SH | |
| TEXAS INSTRS INC | COM | $246K | 0.0% | 1,369 SH | |
| UNITED PARCEL SERVICE INC | CL B | $299K | 0.1% | 2,719 SH | |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | $9.8M | 1.7% | 117,192 SH | |
| VANGUARD BD INDEX FDS | INTERMED TERM | $35.4M | 6.1% | 461,713 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $24.3M | 4.2% | 65,471 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $409K | 0.1% | 4,512 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.0M | 0.3% | 3,895 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $6.2M | 1.1% | 33,496 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $19.5M | 3.3% | 70,780 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $1.1M | 0.2% | 6,221 SH | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $239K | 0.0% | 3,946 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $761K | 0.1% | 16,809 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $2.8M | 0.5% | 56,327 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $311K | 0.1% | 3,934 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $490K | 0.1% | 2,523 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $1.3M | 0.2% | 20,757 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.1M | 0.2% | 21,812 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $664K | 0.1% | 5,152 SH | |
| WALMART INC | COM | $603K | 0.1% | 6,867 SH |
| 13F-HR |
| 0001951757-25-001282 |
| $698.8M |
| View |
| Aug 7, 2026 | Q2 2026 | 13F-HR | 0001951757-26-001140 | $878.5M | View |
| Aug 6, 2025 | Q2 2025 | 13F-HR | 0001951757-25-001041 | $633.1M | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000829 | $760.8M | View |
| May 5, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000509 | $582.5M | View |