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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 | $412K | 0.3%Prev: 0.2% | 1,693 SH | Decreased+517 SH |
| ALPHABET INC | CAP STK CL C | $274K | 0.2%Prev: 0.2% | 1,125 SH | Decreased+343 SH |
| AMAZON COM INC | COM | $384K | 0.3%Prev: 0.2% | 1,750 SH | Increased+145 SH |
| APPLE INC | COM | $960K | 0.6%Prev: 0.5% | 3,772 SH | Increased+817 SH |
| BROADCOM INC | COM | $367K | 0.2% | 1,111 SH | New |
| CHEVRON CORP NEW | COM | $255K | 0.2% | 1,639 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $17.4M | 11.7%Prev: 12.1% | 543,642 SH | Decreased+21,255 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $36.3M | 24.2%Prev: 22.7% | 1,105,946 SH | Decreased+40,423 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $66.4M | 44.4% | 1,722,332 SH | New |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $299K | 0.2% | 4,133 SH | New |
| ELI LILLY & CO | COM | $238K | 0.2% | 312 SH | New |
| INVESCO EXCH TRADED FD TR II | TAXABLE MUN BD | $682K | 0.5%Prev: 0.3% | 2,009 SH | Increased-19,536 SH |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | $224K | 0.1%Prev: 0.1% | 2,130 SH | Decreased |
| ISHARES TR | CORE S&P500 ETF | $205K | 0.1%Prev: 0.2% | 307 SH | Decreased-218 SH |
| ISHARES TR | NATIONAL MUN ETF | $492K | 0.3%Prev: 0.2% | 4,623 SH | Increased+1,028 SH |
| ISHARES TR | SHRT NAT MUN ETF | $388K | 0.3%Prev: 0.2% | 3,632 SH | Decreased-325 SH |
| JPMORGAN CHASE & CO. | COM | $344K | 0.2% | 1,091 SH | New |
| LAS VEGAS SANDS CORP | COM | $548K | 0.4%Prev: 0.3% | 10,187 SH | Increased+29 SH |
| MICROSOFT CORP | COM | $1.0M | 0.7%Prev: 0.3% | 2,014 SH | Increased+570 SH |
| NVIDIA CORPORATION | COM | $981K | 0.7%Prev: 0.4% | 5,256 SH | Increased+1,846 SH |
| TESLA INC | COM | $206K | 0.1% | 464 SH | New |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $8.9M | 5.9%Prev: 5.8% | 176,944 SH | Decreased-23,716 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $802K | 0.5%Prev: 0.4% | 9,540 SH | Increased+1,060 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $11.2M | 7.5%Prev: 7.1% | 140,404 SH | Decreased-16,253 SH |
| WESTERN ASSET MANAGED MUNS F | COM | $305K | 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 |