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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 | $246K | 0.2%Prev: 0.2% | 1,398 SH | Decreased+198 SH |
| AMAZON COM INC | COM | $324K | 0.2%Prev: 0.2% | 1,476 SH | Increased+2 SH |
| APPLE INC | COM | $671K | 0.5%Prev: 0.5% | 3,270 SH | Decreased+324 SH |
| BROADCOM INC | COM | $305K | 0.2% | 1,107 SH | New |
| CHEVRON CORP NEW | COM | $218K | 0.2% | 1,520 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $15.5M | 11.2%Prev: 11.7% | 520,698 SH | Decreased-3,574 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $32.9M | 23.9%Prev: 24.1% | 1,057,582 SH | Decreased+3,544 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $62.2M | 45.2%Prev: 46.0% | 1,736,307 SH | Decreased-102,954 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $277K | 0.2%Prev: 0.2% | 4,133 SH | Decreased |
| ELI LILLY & CO | COM | $241K | 0.2% | 309 SH | New |
| INVESCO EXCH TRADED FD TR II | TAXABLE MUN BD | $697K | 0.5%Prev: 0.4% | 26,257 SH | Increased+2,996 SH |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | $209K | 0.2%Prev: 0.1% | 2,130 SH | Decreased |
| ISHARES TR | NATIONAL MUN ETF | $528K | 0.4%Prev: 0.2% | 5,054 SH | Increased+1,459 SH |
| ISHARES TR | SHRT NAT MUN ETF | $411K | 0.3%Prev: 0.3% | 3,862 SH | Decreased-95 SH |
| JPMORGAN CHASE & CO. | COM | $311K | 0.2% | 1,073 SH | New |
| LAS VEGAS SANDS CORP | COM | $441K | 0.3%Prev: 0.4% | 10,125 SH | Decreased-34 SH |
| MICROSOFT CORP | COM | $829K | 0.6%Prev: 0.3% | 1,667 SH | Increased+218 SH |
| NVIDIA CORPORATION | COM | $606K | 0.4%Prev: 0.4% | 3,838 SH | Increased+377 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $8.8M | 6.4%Prev: 5.9% | 178,706 SH | Decreased-5,427 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $838K | 0.6%Prev: 0.5% | 10,106 SH | Increased+1,441 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $11.0M | 8.0%Prev: 7.7% | 138,207 SH | Decreased-12,643 SH |
| WESTERN ASSET MANAGED MUNS F | COM | $292K | 0.2%Prev: 0.2% | 29,450 SH | Decreased |
| 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 |