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CIK 0002132639 • 8 13F filings • May 8, 2026 – Aug 11, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN HLDG L P | UNIT LTD PARTN | $226K | 0.1%Prev: 0.1% | 6,035 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $494K | 0.2% | 1,719 SH | New |
| ALPHABET INC | CAP STK CL C | $826K | 0.4% | 2,880 SH | New |
| AMAZON COM INC | COM | $949K | 0.4%Prev: 0.1% | 4,555 SH | Increased+3,387 SH |
| AMGEN INC | COM | $414K | 0.2%Prev: 0.2% | 1,176 SH | Increased-15 SH |
| APPLE INC | COM | $3.3M | 1.4%Prev: 1.3% | 13,147 SH | Increased+2,370 SH |
| APPLIED MATLS INC | COM | $254K | 0.1% | 743 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL A | $7.2M | 3.0%Prev: 4.5% | 10 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $3.6M | 1.5%Prev: 2.0% | 7,412 SH | Increased+766 SH |
| BRISTOL-MYERS SQUIBB CO | COM | $440K | 0.2%Prev: 0.2% | 7,262 SH | Increased+328 SH |
| BROADCOM INC | COM | $514K | 0.2% | 1,662 SH | New |
| CATERPILLAR INC | COM | $501K | 0.2%Prev: 0.1% | 707 SH | Increased-2 SH |
| COSTCO WHOLESALE CORPORATION | COM | $229K | 0.1% | 229 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $11.3M | 4.8%Prev: 5.4% | 327,277 SH | Increased-39,762 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $7.1M | 3.0%Prev: 2.4% | 135,396 SH | Increased+27,142 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $448K | 0.2% | 11,500 SH | New |
| ELI LILLY & CO | COM | $297K | 0.1% | 323 SH | New |
| EXXON MOBIL CORP | COM | $3.6M | 1.5%Prev: 0.9% | 21,334 SH | Increased+7,937 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $701K | 0.3%Prev: 0.4% | 2,893 SH | Decreased-30 SH |
| INTUITIVE SURGICAL INC | COM NEW | $442K | 0.2%Prev: 0.2% | 958 SH | Increased+305 SH |
| INVESCO QQQ TR | UNIT SER 1 | $251K | 0.1% | 435 SH | New |
| ISHARES GOLD TR | SHARES REPRESENT | $728K | 0.3% | 15,599 SH | New |
| ISHARES INC | CORE MSCI EMKT | $7.1M | 3.0%Prev: 3.9% | 101,963 SH | Increased-26,471 SH |
| ISHARES INC | ESG AWR MSCI EM | $292K | 0.1%Prev: 0.2% | 6,431 SH | Decreased-2,755 SH |
| ISHARES INC | MSCI WORLD ETF | $231K | 0.1% | 1,285 SH | New |
| ISHARES TR | 20 YR TR BD ETF | $754K | 0.3%Prev: 0.1% | 8,698 SH | Increased+6,112 SH |
| ISHARES TR | CORE MSCI EAFE | $202K | 0.1%Prev: 0.2% | 2,228 SH | Decreased-1,694 SH |
| ISHARES TR | CORE MSCI INTL | $9.1M | 3.9%Prev: 3.9% | 109,107 SH | Increased+6,936 SH |
| ISHARES TR | CORE S&P SCP ETF | $4.7M | 2.0%Prev: 2.4% | 38,125 SH | Increased-2,203 SH |
| ISHARES TR | EAFE GRWTH ETF | $920K | 0.4%Prev: 0.6% | 8,262 SH | Decreased-3,207 SH |
| ISHARES TR | EAFE VALUE ETF | $6.3M | 2.7%Prev: 3.3% | 85,239 SH | Increased-13,694 SH |
| ISHARES TR | GLB INFRASTR ETF | $207K | 0.1% | 3,092 SH | New |
| ISHARES TR | GLOBAL REIT ETF | $7.1M | 3.0%Prev: 2.5% | 283,222 SH | Increased+101,221 SH |
| ISHARES TR | INTERNATIONAL SL | $11.4M | 4.9%Prev: 5.3% | 273,860 SH | Increased-9,972 SH |
| ISHARES TR | MSCI USA QLT FCT | $453K | 0.2% | 2,364 SH | New |
| ISHARES TR | RUS 1000 VAL ETF | $350K | 0.1%Prev: 0.2% | 1,636 SH | Increased+5 SH |
| ISHARES TR | RUS MDCP VAL ETF | $1.2M | 0.5%Prev: 0.7% | 8,156 SH | Decreased-2,147 SH |
| ISHARES TR | S&P MC 400GR ETF | $5.7M | 2.4%Prev: 2.4% | 56,777 SH | Increased+4,962 SH |
| ISHARES TR | S&P MC 400VL ETF | $7.8M | 3.3%Prev: 4.8% | 58,993 SH | Decreased-12,607 SH |
| ISHARES TR | SP SMCP600VL ETF | $3.4M | 1.4%Prev: 2.3% | 28,299 SH | Decreased-14,308 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $15.1M | 6.4%Prev: 2.7% | 299,116 SH | Increased+203,910 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $1.8M | 0.8%Prev: 0.4% | 35,587 SH | Increased+21,873 SH |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $423K | 0.2% | 8,400 SH | New |
| JOHNSON & JOHNSON | COM | $239K | 0.1% | 977 SH | New |
| MASTERCARD INCORPORATED | CL A | $403K | 0.2%Prev: 0.3% | 806 SH | Decreased-87 SH |
| META PLATFORMS INC | CL A | $464K | 0.2% | 811 SH | New |
| MICROSOFT CORP | COM | $1.7M | 0.7%Prev: 0.7% | 4,522 SH | Increased+1,274 SH |
| NETFLIX INC. | COM | $243K | 0.1% | 2,530 SH | New |
| NVIDIA CORPORATION | COM | $2.5M | 1.0%Prev: 0.4% | 14,134 SH | Increased+8,134 SH |
| RBB FD INC | F/M US TREASURY | $289K | 0.1% | 5,800 SH | New |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $459K | 0.2% | 14,967 SH | New |
| STRYKER CORPORATION | COM | $358K | 0.2%Prev: 0.2% | 1,091 SH | Decreased+5 SH |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $327K | 0.1% | 967 SH | New |
| TESLA INC | COM | $371K | 0.2% | 998 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $5.0M | 2.1%Prev: 2.2% | 11,396 SH | Increased+619 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $2.0M | 0.8%Prev: 1.2% | 7,633 SH | Decreased-988 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $4.5M | 1.9%Prev: 3.0% | 24,295 SH | Decreased-9,061 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $1.0M | 0.4%Prev: 0.6% | 11,748 SH | Decreased-58 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $9.2M | 3.9%Prev: 3.1% | 15,469 SH | Increased+4,726 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $3.4M | 1.4%Prev: 3.0% | 12,982 SH | Decreased-11,016 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $792K | 0.3%Prev: 0.2% | 2,470 SH | Increased+1,146 SH |
| VANGUARD INDEX FDS | VALUE ETF | $1.6M | 0.7%Prev: 0.9% | 8,076 SH | Decreased-1,356 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $922K | 0.4%Prev: 0.5% | 17,053 SH | Decreased-4,381 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $4.4M | 1.9%Prev: 2.4% | 30,302 SH | Increased-6,839 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $17.0M | 7.2%Prev: 5.8% | 204,943 SH | Increased+79,097 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $11.1M | 4.7% | 189,901 SH | New |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $597K | 0.3%Prev: 0.2% | 7,532 SH | Increased+3,307 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $349K | 0.1% | 1,624 SH | New |
| VANGUARD STAR FDS | VG TL INTL STK F | $897K | 0.4%Prev: 0.3% | 11,635 SH | Increased+2,293 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $891K | 0.4%Prev: 0.4% | 13,899 SH | Increased-1,051 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $15.2M | 6.4%Prev: 7.1% | 102,576 SH | Increased+3,963 SH |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $2.1M | 0.9%Prev: 1.2% | 23,615 SH | Decreased-2,756 SH |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $341K | 0.1%Prev: 0.1% | 3,618 SH | Increased+678 SH |
| VANGUARD WORLD FD | ENERGY ETF | $363K | 0.2%Prev: 0.2% | 2,098 SH | Increased-368 SH |
| VANGUARD WORLD FD | EXTENDED DUR | $8.8M | 3.7%Prev: 5.5% | 135,175 SH | Decreased-3,486 SH |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $1.6M | 0.7%Prev: 0.8% | 11,306 SH | Increased-69 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $2.1M | 0.9%Prev: 1.1% | 5,675 SH | Increased-575 SH |
| VISA INC | COM CL A | $306K | 0.1% | 1,013 SH | New |
| WISDOMTREE TR | EMG MKTS SMCAP | $4.1M | 1.7%Prev: 2.7% | 67,917 SH | Decreased-30,841 SH |
| WISDOMTREE TR | US MIDCAP DIVID | $944K | 0.4%Prev: 0.7% | 17,958 SH | Decreased-8,830 SH |
| WISDOMTREE TR | US SMALLCAP DIVD | $236K | 0.1%Prev: 0.4% | 6,562 SH | Decreased-14,032 SH |
| 13F-HR |
| 0002132639-26-000008 |
| $204.9M |
| View |
| Aug 11, 2026 | Q2 2026 | 13F-HR | 0002132639-26-000011 | $255.8M | View |
| May 19, 2026 | Q2 2025 | 13F-HR | 0002132639-26-000007 | $194.5M | View |
| May 13, 2026 | Q1 2026 | 13F-HR | 0002132639-26-000004 | $235.6M | View |
| May 19, 2026 | Q1 2025 | 13F-HR | 0002132639-26-000006 | $178.8M | View |