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CIK 0001907327 • 7 13F filings • Apr 14, 2025 – Oct 20, 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 | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $201K | 0.1% | 1,514 SH | |
| ABBVIE INC | COM | $332K | 0.1% | 1,585 SH | |
| ALPHABET INC | CAP STK CL A | $1.4M | 0.5% | 8,795 SH | |
| ALPHABET INC | CAP STK CL C | $726K | 0.3% | 4,650 SH | |
| AMAZON COM INC | COM | $2.1M | 0.8% | 10,794 SH | |
| APPLE INC | COM | $3.5M | 1.4% | 15,547 SH | |
| AT&T INC | COM | $212K | 0.1% | 7,503 SH | |
| BANK AMERICA CORP | COM | $400K | 0.2% | 9,594 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $896K | 0.4% | 1,682 SH | |
| BROADCOM INC | COM | $645K | 0.3% | 3,854 SH | |
| CHEVRON CORP NEW | COM | $244K | 0.1% | 1,461 SH | |
| CISCO SYS INC | COM | $232K | 0.1% | 3,759 SH | |
| COCA COLA CO | COM | $201K | 0.1% | 2,810 SH | |
| COMPASS INC | CL A | $113K | 0.0% | 13,000 SH | |
| COPART INC | COM | $238K | 0.1% | 4,208 SH | |
| COSTCO WHSL CORP NEW | COM | $282K | 0.1% | 298 SH | |
| DANAHER CORPORATION | COM | $233K | 0.1% | 1,138 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $9.4M | 3.7% | 245,105 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $38.4M | 15.2% | 1,162,725 SH | |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $1.4M | 0.6% | 43,139 SH | |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $744K | 0.3% | 18,046 SH | |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $15.2M | 6.0% | 581,256 SH | |
| ELI LILLY & CO | COM | $607K | 0.2% | 735 SH | |
| EXXON MOBIL CORP | COM | $478K | 0.2% | 4,018 SH | |
| GOLDMAN SACHS GROUP INC | COM | $246K | 0.1% | 450 SH | |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | $882K | 0.3% | 13,531 SH | |
| HOME DEPOT INC | COM | $216K | 0.1% | 588 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $226K | 0.1% | 911 SH | |
| INTUITIVE SURGICAL INC | COM NEW | $229K | 0.1% | 462 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $6.6M | 2.6% | 14,041 SH | |
| ISHARES TR | CORE MSCI TOTAL | $10.1M | 4.0% | 145,218 SH | |
| ISHARES TR | CORE S&P MCP ETF | $332K | 0.1% | 5,684 SH | |
| ISHARES TR | CORE S&P TTL STK | $23.8M | 9.4% | 195,343 SH | |
| ISHARES TR | MSCI ACWI ETF | $1.2M | 0.5% | 10,475 SH | |
| ISHARES TR | RUS 1000 ETF | $806K | 0.3% | 2,629 SH | |
| ISHARES TR | US TREAS BD ETF | $932K | 0.4% | 40,542 SH | |
| JOHNSON & JOHNSON | COM | $368K | 0.1% | 2,221 SH | |
| JPMORGAN CHASE & CO. | COM | $647K | 0.3% | 2,638 SH | |
| LLOYDS BANKING GROUP PLC | SPONSORED ADR | $46K | 0.0% | 12,104 SH | |
| MASTERCARD INCORPORATED | CL A | $416K | 0.2% | 759 SH | |
| MERCK & CO INC | COM | $216K | 0.1% | 2,412 SH | |
| META PLATFORMS INC | CL A | $1.4M | 0.6% | 2,448 SH | |
| MICROSOFT CORP | COM | $2.4M | 0.9% | 6,334 SH | |
| MULTISENSOR AI HOLDINGS INC | COM | $65K | 0.0% | 69,679 SH | |
| NETFLIX INC | COM | $522K | 0.2% | 560 SH | |
| NVIDIA CORPORATION | COM | $2.3M | 0.9% | 21,465 SH | |
| ORACLE CORP | COM | $213K | 0.1% | 1,523 SH | |
| PIMCO ETF TR | MULTISECTOR BD | $3.3M | 1.3% | 125,775 SH | |
| PROCTER AND GAMBLE CO | COM | $312K | 0.1% | 1,833 SH | |
| SALESFORCE INC | COM | $200K | 0.1% | 747 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $4.6M | 1.8% | 8,262 SH | |
| T-MOBILE US INC | COM | $240K | 0.1% | 901 SH | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $340K | 0.1% | 2,050 SH | |
| TESLA INC | COM | $443K | 0.2% | 1,709 SH | |
| UNITEDHEALTH GROUP INC | COM | $393K | 0.2% | 751 SH | |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $1.2M | 0.5% | 4,861 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $4.0M | 1.6% | 43,807 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.5M | 0.6% | 2,947 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.1M | 0.4% | 4,926 SH | |
| VANGUARD INDEX FDS | SML CP GRW ETF | $468K | 0.2% | 1,861 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $67.3M | 26.6% | 244,914 SH | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $346K | 0.1% | 5,703 SH | |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $670K | 0.3% | 8,190 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $570K | 0.2% | 6,146 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | $16.5M | 6.5% | 64,898 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $13.3M | 5.3% | 213,953 SH | |
| VANGUARD WORLD FD | ESG INTL STK ETF | $365K | 0.1% | 6,183 SH | |
| VANGUARD WORLD FD | ESG US STK ETF | $739K | 0.3% | 7,548 SH | |
| VISA INC | COM CL A | $533K | 0.2% | 1,520 SH | |
| WALMART INC | COM | $249K | 0.1% | 2,834 SH | |
| WIPRO LTD | SPON ADR 1 SH | $125K | 0.0% | 40,736 SH | |
| WISDOMTREE TR | GLB US QTLY DIV | $363K | 0.1% | 10,189 SH | |
| WISDOMTREE TR | US TOTAL DIVIDND | $1.4M | 0.6% | 18,540 SH |
| 13F-HR |
| 0001907327-25-000006 |
| $318.3M |
| View |
| Jul 13, 2026 | Q2 2026 | 13F-HR | 0001907327-26-000005 | $382.2M | View |
| Jul 14, 2025 | Q2 2025 | 13F-HR | 0001907327-25-000005 | $287.4M | View |
| Apr 20, 2026 | Q1 2026 | 13F-HR | 0001907327-26-000002 | $323.7M | View |
| Apr 14, 2025 | Q1 2025 | 13F-HR | 0001907327-25-000004 | $252.9M | View |