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CIK 0002019411 • 6 13F filings • Apr 16, 2025 – Jul 23, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $300K | 0.2%Prev: 0.3% | 1,314 SH | Decreased-132 SH |
| ALPHABET INC | CAP STK CL A | $520K | 0.4%Prev: 0.3% | 1,662 SH | Increased+87 SH |
| ALPHABET INC | CAP STK CL C | $565K | 0.4%Prev: 0.3% | 1,801 SH | Increased+77 SH |
| AMAZON COM INC | COM | $596K | 0.4%Prev: 0.4% | 2,580 SH | Increased+214 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $2.9M | 2.1%Prev: 2.1% | 31,133 SH | Increased+348 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $5.9M | 4.3%Prev: 4.3% | 57,398 SH | Increased+1,211 SH |
| APPLE INC | COM | $2.4M | 1.7%Prev: 1.7% | 8,728 SH | Increased+191 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $283K | 0.2%Prev: 0.2% | 564 SH | Increased+2 SH |
| BROADCOM INC | COM | $400K | 0.3%Prev: 0.3% | 1,155 SH | Increased+71 SH |
| CADENCE BANK | COM | $832K | 0.6%Prev: 0.6% | 19,410 SH | Increased |
| COSTCO WHSL CORP NEW | COM | $260K | 0.2%Prev: 0.2% | 301 SH | Decreased+1 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $3.0M | 2.2%Prev: 2.2% | 91,832 SH | Increased+2,421 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $493K | 0.4%Prev: 0.4% | 18,674 SH | Increased+1,414 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $13.3M | 9.7%Prev: 9.5% | 266,607 SH | Increased-158 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $3.7M | 2.7%Prev: 2.7% | 98,176 SH | Increased+2,285 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $974K | 0.7%Prev: 0.7% | 25,645 SH | Increased+54 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $1.1M | 0.8%Prev: 0.5% | 22,267 SH | Increased+9,246 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $1.3M | 0.9%Prev: 0.7% | 26,287 SH | Increased+7,831 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $1.8M | 1.3%Prev: 1.4% | 39,123 SH | Increased |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $15.5M | 11.3%Prev: 11.6% | 391,703 SH | Increased-453 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $15.0M | 10.9%Prev: 11.1% | 201,628 SH | Increased+3,221 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $9.9M | 7.3%Prev: 7.4% | 213,293 SH | Increased-1,620 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $2.6M | 1.9%Prev: 2.0% | 37,917 SH | Increased |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $12.1M | 8.8%Prev: 9.2% | 203,209 SH | Increased-3,141 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $7.7M | 5.6%Prev: 5.8% | 235,761 SH | Increased-5,130 SH |
| EA SERIES TRUST | EA BRIDGEWAY OMN | $16.5M | 12.0%Prev: 12.3% | 708,387 SH | Increased+4,617 SH |
| ELI LILLY & CO | COM | $541K | 0.4%Prev: 0.3% | 503 SH | Increased+4 SH |
| EXXON MOBIL CORP | COM | $314K | 0.2%Prev: 0.2% | 2,606 SH | Increased+79 SH |
| ISHARES TR | 3 7 YR TREAS BD | $464K | 0.3%Prev: 0.2% | 3,889 SH | Increased+1,278 SH |
| ISHARES TR | CORE MSCI INTL | $442K | 0.3%Prev: 0.3% | 5,357 SH | Increased+32 SH |
| ISHARES TR | CORE MSCI TOTAL | $1.0M | 0.7%Prev: 0.8% | 12,015 SH | Increased |
| ISHARES TR | CORE S&P TTL STK | $416K | 0.3%Prev: 0.3% | 2,796 SH | Increased-33 SH |
| ISHARES TR | EAFE VALUE ETF | $412K | 0.3%Prev: 0.3% | 5,769 SH | Increased |
| ISHARES TR | MSCI INTL VLU FT | $462K | 0.3%Prev: 0.3% | 12,129 SH | Increased |
| JPMORGAN CHASE & CO. | COM | $408K | 0.3%Prev: 0.3% | 1,265 SH | Increased+38 SH |
| META PLATFORMS INC | CL A | $374K | 0.3%Prev: 0.3% | 566 SH | Decreased |
| MICROSOFT CORP | COM | $1.2M | 0.9%Prev: 1.0% | 2,512 SH | Decreased+100 SH |
| NUCOR CORP | COM | $297K | 0.2%Prev: 0.2% | 1,818 SH | Increased+14 SH |
| NVIDIA CORPORATION | COM | $840K | 0.6%Prev: 0.6% | 4,506 SH | Increased+371 SH |
| ORIGIN MATERIALS INC | COM | $8K | 0.0%Prev: 0.0% | 38,692 SH | Decreased |
| SOUTHERN CO | COM | $680K | 0.5%Prev: 0.5% | 7,798 SH | Increased+858 SH |
| TESLA INC | COM | $256K | 0.2%Prev: 0.2% | 569 SH | Increased+45 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.2M | 0.9%Prev: 0.9% | 3,592 SH | Increased |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $1.1M | 0.8%Prev: 0.6% | 21,311 SH | Increased+5,192 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $4.8M | 3.5%Prev: 2.8% | 80,828 SH | Increased+20,913 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $256K | 0.2%Prev: 0.2% | 3,397 SH | Increased |
| VULCAN MATLS CO | COM | $1.0M | 0.7%Prev: 0.8% | 3,526 SH | Decreased |
| WALMART INC | COM | $552K | 0.4%Prev: 0.4% | 4,955 SH | Increased+89 SH |
| 13F-HR |
| 0001725547-26-000245 |
| $215.5M |
| View |
| Jul 14, 2025 | Q2 2025 | 13F-HR | 0001725547-25-003416 | $114.1M | View |
| Apr 16, 2026 | Q1 2026 | 13F-HR | 0001725547-26-000141 | $143.4M | View |
| Apr 16, 2025 | Q1 2025 | 13F-HR | 0001725547-25-001416 | $100.4M | View |