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CIK 0001993327 • 7 13F filings • Apr 22, 2025 – Oct 14, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $204K | 0.2% | 1,316 SH | |
| AMAZON COM INC | COM | $318K | 0.3% | 1,673 SH | |
| APPLE INC | COM | $775K | 0.6% | 3,487 SH | |
| BROADCOM INC | COM | $213K | 0.2% | 1,272 SH | |
| CHEVRON CORP NEW | COM | $260K | 0.2% | 1,555 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $13.7M | 11.0% | 518,041 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $29.3M | 23.5% | 1,054,437 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $55.5M | 44.6% | 1,683,597 SH | |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $250K | 0.2% | 4,133 SH | |
| ELI LILLY & CO | COM | $258K | 0.2% | 312 SH | |
| FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | $389K | 0.3% | 7,709 SH | |
| INVESCO EXCH TRADED FD TR II | TAXABLE MUN BD | $701K | 0.6% | 26,257 SH | |
| ISHARES TR | MSCI INTL QUALTY | $255K | 0.2% | 6,428 SH | |
| ISHARES TR | NATIONAL MUN ETF | $557K | 0.4% | 5,284 SH | |
| ISHARES TR | SHRT NAT MUN ETF | $427K | 0.3% | 4,040 SH | |
| JPMORGAN CHASE & CO. | COM | $263K | 0.2% | 1,073 SH | |
| LAS VEGAS SANDS CORP | COM | $390K | 0.3% | 10,103 SH | |
| MICROSOFT CORP | COM | $645K | 0.5% | 1,718 SH | |
| NVIDIA CORPORATION | COM | $400K | 0.3% | 3,695 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $8.7M | 7.0% | 175,672 SH | |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $868K | 0.7% | 10,620 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $9.9M | 8.0% | 125,915 SH | |
| WESTERN ASSET MANAGED MUNS F | COM | $303K | 0.2% | 29,450 SH |
| 13F-HR |
| 0001214659-25-015184 |
| $149.6M |
| View |
| Jul 22, 2026 | Q2 2026 | 13F-HR | 0001214659-26-008786 | $175.1M | View |
| Jul 15, 2025 | Q2 2025 | 13F-HR | 0001214659-25-010420 | $137.8M | View |
| Apr 24, 2026 | Q1 2026 | 13F-HR | 0001214659-26-005020 | $155.3M | View |
| Apr 22, 2025 | Q1 2025 | 13F-HR | 0001214659-25-006235 | $124.7M | View |