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CIK 0002112205 • 3 13F filings • Feb 20, 2026 – Aug 13, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $1.6M | 1.4%Prev: 1.8% | 20,167 SH | Decreased-4,927 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $3.8M | 3.3%Prev: 3.6% | 45,211 SH | Decreased-8,965 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $1.3M | 1.2%Prev: 2.1% | 11,919 SH | Decreased-9,558 SH |
| APPLE INC | COM | $252K | 0.2%Prev: 0.2% | 925 SH | Decreased-31 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $356K | 0.3%Prev: 0.3% | 712 SH | Decreased-5 SH |
| CATERPILLAR INC | COM | $577K | 0.5%Prev: 0.7% | 977 SH | Decreased-2 SH |
| CENTERSPACE | COM | $1.4M | 1.2% | 21,196 SH | New |
| CHEVRON CORP NEW | COM | $396K | 0.3%Prev: 0.3% | 2,573 SH | Decreased+11 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS HI | $2.2M | 1.9%Prev: 2.5% | 66,816 SH | Decreased-12,193 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $3.2M | 2.8%Prev: 3.0% | 96,375 SH | Decreased-3,665 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $5.0M | 4.4%Prev: 4.2% | 131,334 SH | Decreased-5,075 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $6.7M | 5.9%Prev: 6.1% | 193,739 SH | Decreased-24,348 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $227K | 0.2%Prev: 0.2% | 7,121 SH | Decreased-23 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $256K | 0.2%Prev: 0.2% | 5,328 SH | Decreased-42 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | $1.5M | 1.3%Prev: 1.3% | 20,140 SH | Decreased-691 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $41.0M | 35.9%Prev: 34.7% | 1,034,677 SH | Decreased-5,648 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $8.2M | 7.2%Prev: 6.5% | 110,788 SH | Decreased+4,433 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $3.1M | 2.7%Prev: 2.5% | 82,010 SH | Decreased+1,853 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $397K | 0.3%Prev: 0.4% | 17,437 SH | Decreased-268 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $450K | 0.4%Prev: 0.4% | 13,669 SH | Decreased+28 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $6.0M | 5.2%Prev: 6.0% | 100,194 SH | Decreased-14,274 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $4.1M | 3.6% | 123,550 SH | New |
| ENTERPRISE PRODS PARTNERS L | COM | $489K | 0.4%Prev: 0.4% | 15,300 SH | Decreased |
| FIRST INTST BANCSYSTEM INC | COM CL A | $776K | 0.7%Prev: 0.7% | 22,245 SH | Decreased-1,422 SH |
| FIRST SOLAR INC | COM | $212K | 0.2% | 772 SH | New |
| ISHARES TR | CORE S&P500 ETF | $5.3M | 4.6%Prev: 4.7% | 7,718 SH | Decreased-627 SH |
| ISHARES TR | CORE US AGGBD ET | $2.5M | 2.2%Prev: 2.1% | 25,438 SH | Decreased-2,309 SH |
| ISHARES TR | SELECT DIV ETF | $426K | 0.4%Prev: 0.4% | 3,010 SH | Decreased |
| JP MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $844K | 0.7% | 17,820 SH | New |
| JP MORGAN EXCHANGE TRADED F | SHORT DURA CORE | $997K | 0.9% | 20,965 SH | New |
| JP MORGAN EXCHANGE TRADED F | ULTRA SHORT ETF | $1.5M | 1.3% | 29,108 SH | New |
| LOWES COS INC | COM | $2.0M | 1.7%Prev: 1.3% | 8,059 SH | Increased+469 SH |
| NEXTERA ENERGY INC | COM | $2.8M | 2.4%Prev: 2.3% | 34,534 SH | Decreased-8 SH |
| SELECT SECTOR SPDR TR | STATE STREEET ENE | $246K | 0.2%Prev: 0.2% | 5,456 SH | Decreased-74 SH |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $478K | 0.4%Prev: 0.4% | 994 SH | Decreased |
| VANGUARD INDEX FDS | GROWTH ETF | $256K | 0.2%Prev: 0.2% | 525 SH | Increased-2,250 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $422K | 0.4%Prev: 0.3% | 673 SH | Decreased |
| VANGUARD INDEX FDS | SMALL CP | $605K | 0.5%Prev: 0.5% | 2,333 SH | Decreased+95 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $1.2M | 1.1%Prev: 1.0% | 16,713 SH | Decreased+1,309 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $1.0M | 0.9%Prev: 0.8% | 8,242 SH | Decreased+254 SH |
| 13F-HR |
| 0002112205-26-000002 |
| $117.9M |
| View |