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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 | $345K | 0.2%Prev: 0.2% | 1,200 SH | Increased-116 SH |
| ALPHABET INC | CAP STK CL C | $228K | 0.1% | 795 SH | New |
| AMAZON COM INC | COM | $307K | 0.2%Prev: 0.3% | 1,474 SH | Decreased-199 SH |
| APPLE INC | COM | $748K | 0.5%Prev: 0.6% | 2,946 SH | Decreased-541 SH |
| CHEVRON CORPORATION | COM | $216K | 0.1% | 1,046 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $18.1M | 11.7%Prev: 11.0% | 524,272 SH | Increased+6,231 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $37.4M | 24.1%Prev: 23.5% | 1,054,038 SH | Increased-399 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $71.5M | 46.0%Prev: 44.6% | 1,839,261 SH | Increased+155,664 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $293K | 0.2%Prev: 0.2% | 4,133 SH | Increased |
| INVESCO EXCH TRADED FD TR II | TAXABLE MUN BD | $627K | 0.4%Prev: 0.6% | 23,261 SH | Decreased-2,996 SH |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | $220K | 0.1% | 2,130 SH | New |
| ISHARES TR | CORE S&P500 ETF | $343K | 0.2% | 525 SH | New |
| ISHARES TR | NATIONAL MUN ETF | $382K | 0.2%Prev: 0.4% | 3,595 SH | Decreased-1,689 SH |
| ISHARES TR | SHRT NAT MUN ETF | $421K | 0.3%Prev: 0.3% | 3,957 SH | Decreased-83 SH |
| LAS VEGAS SANDS CORP | COM | $547K | 0.4%Prev: 0.3% | 10,159 SH | Increased+56 SH |
| MICROSOFT CORP | COM | $536K | 0.3%Prev: 0.5% | 1,449 SH | Decreased-269 SH |
| NVIDIA CORPORATION | COM | $604K | 0.4%Prev: 0.3% | 3,461 SH | Increased-234 SH |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $241K | 0.2% | 370 SH | New |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $9.2M | 5.9%Prev: 7.0% | 184,133 SH | Increased+8,461 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $717K | 0.5%Prev: 0.7% | 8,665 SH | Decreased-1,955 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $12.0M | 7.7%Prev: 8.0% | 150,850 SH | Increased+24,935 SH |
| WESTERN ASSET MANAGED MUNS F | COM | $303K | 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 |