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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 | $420K | 0.2%Prev: 0.2% | 1,176 SH | Increased-222 SH |
| ALPHABET INC | CAP STK CL C | $276K | 0.2% | 782 SH | New |
| AMAZON COM INC | COM | $383K | 0.2%Prev: 0.2% | 1,605 SH | Increased+129 SH |
| APPLE INC | COM | $855K | 0.5%Prev: 0.5% | 2,955 SH | Increased-315 SH |
| APPLIED MATLS INC | COM | $221K | 0.1% | 306 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $21.2M | 12.1%Prev: 11.2% | 522,387 SH | Increased+1,689 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $39.7M | 22.7%Prev: 23.9% | 1,065,523 SH | Increased+7,941 SH |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $83.1M | 47.5% | 1,873,234 SH | New |
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | $339K | 0.2% | 4,133 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $223K | 0.1% | 4,059 SH | New |
| INVESCO EXCH TRADED FD TR II | TAXABLE MUN BD | $578K | 0.3%Prev: 0.5% | 21,545 SH | Decreased-4,712 SH |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | $240K | 0.1%Prev: 0.2% | 2,130 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $393K | 0.2% | 525 SH | New |
| ISHARES TR | NATIONAL MUN ETF | $387K | 0.2%Prev: 0.4% | 3,595 SH | Decreased-1,459 SH |
| ISHARES TR | SHRT NAT MUN ETF | $421K | 0.2%Prev: 0.3% | 3,957 SH | Increased+95 SH |
| KLA CORP | COM NEW | $287K | 0.2% | 950 SH | New |
| LAM RESEARCH CORP | COM NEW | $304K | 0.2% | 702 SH | New |
| LAS VEGAS SANDS CORP | COM | $469K | 0.3%Prev: 0.3% | 10,158 SH | Increased+33 SH |
| MICRON TECHNOLOGY INC | COM | $220K | 0.1% | 191 SH | New |
| MICROSOFT CORP | COM | $539K | 0.3%Prev: 0.6% | 1,444 SH | Decreased-223 SH |
| NVIDIA CORPORATION | COM | $682K | 0.4%Prev: 0.4% | 3,410 SH | Increased-428 SH |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $276K | 0.2% | 370 SH | New |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $10.1M | 5.8%Prev: 6.4% | 200,660 SH | Increased+21,954 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $701K | 0.4%Prev: 0.6% | 8,480 SH | Decreased-1,626 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $12.4M | 7.1%Prev: 8.0% | 156,657 SH | Increased+18,450 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 |