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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 | $376K | 0.2%Prev: 0.3% | 1,201 SH | Decreased-492 SH |
| ALPHABET INC | CAP STK CL C | $248K | 0.2%Prev: 0.2% | 789 SH | Decreased-336 SH |
| AMAZON COM INC | COM | $315K | 0.2%Prev: 0.3% | 1,363 SH | Decreased-387 SH |
| APPLE INC | COM | $763K | 0.5%Prev: 0.6% | 2,807 SH | Decreased-965 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $17.5M | 11.4%Prev: 11.7% | 529,203 SH | Increased-14,439 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $36.7M | 23.8%Prev: 24.2% | 1,064,522 SH | Increased-41,424 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $71.9M | 46.7%Prev: 44.4% | 1,815,402 SH | Increased+93,070 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $307K | 0.2%Prev: 0.2% | 4,133 SH | Increased |
| INVESCO EXCH TRADED FD TR II | TAXABLE MUN BD | $643K | 0.4%Prev: 0.5% | 23,652 SH | Decreased+21,643 SH |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | $218K | 0.1%Prev: 0.1% | 2,130 SH | Decreased |
| ISHARES TR | CORE S&P500 ETF | $205K | 0.1%Prev: 0.1% | 300 SH | Increased-7 SH |
| ISHARES TR | NATIONAL MUN ETF | $468K | 0.3%Prev: 0.3% | 4,370 SH | Decreased-253 SH |
| ISHARES TR | SHRT NAT MUN ETF | $388K | 0.3%Prev: 0.3% | 3,632 SH | Decreased |
| LAS VEGAS SANDS CORP | COM | $661K | 0.4%Prev: 0.4% | 10,149 SH | Increased-38 SH |
| MICROSOFT CORP | COM | $666K | 0.4%Prev: 0.7% | 1,378 SH | Decreased-636 SH |
| NVIDIA CORPORATION | COM | $606K | 0.4%Prev: 0.7% | 3,252 SH | Decreased-2,004 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $8.9M | 5.8%Prev: 5.9% | 177,817 SH | Increased+873 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $738K | 0.5%Prev: 0.5% | 8,811 SH | Decreased-729 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $12.0M | 7.8%Prev: 7.5% | 150,484 SH | Increased+10,080 SH |
| WESTERN ASSET MANAGED MUNS F | COM | $307K | 0.2%Prev: 0.2% | 29,450 SH | Increased |
| 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 |