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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 | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $392K | 0.1%Prev: 0.1% | 1,557 SH | Increased-50 SH |
| ADVANCED MICRO DEVICES INC | COM | $826K | 0.2% | 1,422 SH | New |
| ALPHABET INC | CAP STK CL A | $2.9M | 0.8%Prev: 0.5% | 8,158 SH | Increased-732 SH |
| ALPHABET INC | CAP STK CL C | $1.9M | 0.5%Prev: 0.3% | 5,262 SH | Increased+609 SH |
| AMAZON COM INC | COM | $2.3M | 0.6%Prev: 0.9% | 9,846 SH | Decreased-1,462 SH |
| APPLE INC | COM | $4.1M | 1.1%Prev: 1.0% | 14,041 SH | Increased-622 SH |
| APPLIED MATLS INC | COM | $553K | 0.1% | 764 SH | New |
| ARISTA NETWORKS INC | COM SHS | $242K | 0.1% | 1,425 SH | New |
| ASML HLDG NV | N Y REGISTRY SHS | $220K | 0.1% | 110 SH | New |
| BANK OF AMER CORP | COM | $470K | 0.1% | 8,254 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $941K | 0.2%Prev: 0.3% | 1,880 SH | Increased+198 SH |
| BLACKROCK ETF TRUST II | ISH HIG MUN ETF | $2.0M | 0.5% | 40,842 SH | New |
| BROADCOM INC | COM | $1.4M | 0.4%Prev: 0.4% | 3,716 SH | Increased-38 SH |
| CATERPILLAR INC | COM | $525K | 0.1%Prev: 0.1% | 493 SH | Increased-30 SH |
| CHEVRON CORPORATION | COM | $203K | 0.1% | 1,224 SH | New |
| CISCO SYS INC | COM | $352K | 0.1%Prev: 0.1% | 2,995 SH | Increased-615 SH |
| COCA COLA CO | COM | $236K | 0.1% | 2,899 SH | New |
| CORNING INC | COM | $321K | 0.1% | 1,257 SH | New |
| COSTCO WHOLESALE CORPORATION | COM | $281K | 0.1% | 300 SH | New |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $48.3M | 12.7% | 1,089,916 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $12.8M | 3.4%Prev: 3.7% | 247,700 SH | Increased-4,263 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROF ETF | $2.4M | 0.6% | 57,007 SH | New |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $25.9M | 6.8%Prev: 6.3% | 704,170 SH | Increased+84,030 SH |
| EATON CORP PLC | SHS | $210K | 0.1% | 493 SH | New |
| ELI LILLY & CO | COM | $860K | 0.2%Prev: 0.2% | 717 SH | Increased-38 SH |
| EXXON MOBIL CORP | COM | $536K | 0.1%Prev: 0.1% | 3,917 SH | Increased+145 SH |
| GE AEROSPACE | COM NEW | $268K | 0.1% | 718 SH | New |
| GE VERNOVA INC | COM | $233K | 0.1% | 198 SH | New |
| GOLDMAN SACHS GROUP INC | COM | $460K | 0.1%Prev: 0.1% | 454 SH | Increased+3 SH |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | $616K | 0.2%Prev: 0.4% | 13,531 SH | Decreased |
| INTEL CORP | COM | $342K | 0.1% | 2,451 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $272K | 0.1%Prev: 0.1% | 968 SH | Increased+57 SH |
| INVESCO QQQ TR | UNIT SER 1 | $17.4M | 4.6%Prev: 2.5% | 23,656 SH | Increased+10,800 SH |
| ISHARES TR | CORE MSCI EAFE | $262K | 0.1%Prev: 0.1% | 2,716 SH | Increased+94 SH |
| ISHARES TR | CORE MSCI TOTAL | $11.9M | 3.1%Prev: 3.4% | 124,908 SH | Increased-1,622 SH |
| ISHARES TR | CORE S&P MCP ETF | $438K | 0.1%Prev: 0.1% | 5,687 SH | Increased+74 SH |
| ISHARES TR | CORE S&P TTL STK | $29.7M | 7.8%Prev: 8.6% | 180,880 SH | Increased-3,104 SH |
| ISHARES TR | CORE S&P500 ETF | $401K | 0.1% | 537 SH | New |
| ISHARES TR | IBOXX INV CP ETF | $723K | 0.2% | 6,627 SH | New |
| ISHARES TR | MSCI ACWI ETF | $1.7M | 0.4%Prev: 0.5% | 10,717 SH | Increased+162 SH |
| ISHARES TR | RUS 1000 ETF | $4.4M | 1.2%Prev: 1.4% | 10,854 SH | Increased-993 SH |
| ISHARES TR | US TREAS BD ETF | $791K | 0.2%Prev: 0.3% | 34,722 SH | Decreased-3,990 SH |
| JOHNSON & JOHNSON | COM | $493K | 0.1%Prev: 0.1% | 1,941 SH | Increased+377 SH |
| JPMORGAN CHASE & CO | COM | $844K | 0.2% | 2,579 SH | New |
| KLA CORP | COM NEW | $347K | 0.1% | 1,149 SH | New |
| LAM RESEARCH CORP | COM NEW | $437K | 0.1% | 1,009 SH | New |
| LIFE360 INC | COM | $227K | 0.1%Prev: 0.1% | 4,106 SH | Decreased |
| LLOYDS BANKING GROUP PLC | SPONSORED ADR | $62K | 0.0%Prev: 0.0% | 10,694 SH | Increased |
| MASTERCARD INCORPORATED | CL A | $368K | 0.1%Prev: 0.2% | 716 SH | Decreased-53 SH |
| MERCK & CO INC | COM | $274K | 0.1% | 2,134 SH | New |
| META PLATFORMS INC | CL A | $1.5M | 0.4%Prev: 0.7% | 2,742 SH | Decreased+210 SH |
| MICRON TECHNOLOGY INC | COM | $1.1M | 0.3% | 972 SH | New |
| MICROSOFT CORP | COM | $2.1M | 0.6%Prev: 1.1% | 5,746 SH | Decreased-737 SH |
| NETFLIX INC. | COM | $400K | 0.1% | 5,600 SH | New |
| NVIDIA CORPORATION | COM | $3.9M | 1.0%Prev: 1.2% | 19,527 SH | Increased-1,742 SH |
| ORACLE CORP | COM | $221K | 0.1%Prev: 0.1% | 1,511 SH | Decreased-10 SH |
| PIMCO ETF TR | MULTISECTOR BD | $5.7M | 1.5%Prev: 1.3% | 214,006 SH | Increased+77,483 SH |
| RTX CORPORATION | COM | $215K | 0.1% | 1,131 SH | New |
| SANDISK CORP | COM | $252K | 0.1% | 111 SH | New |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $277K | 0.1% | 287 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $6.1M | 1.6% | 8,207 SH | New |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $1.0M | 0.3% | 2,131 SH | New |
| TESLA INC | COM | $705K | 0.2%Prev: 0.2% | 1,675 SH | Increased-51 SH |
| UNITEDHEALTH GROUP INC | COM | $357K | 0.1% | 860 SH | New |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | $1.2M | 0.3%Prev: 0.3% | 14,367 SH | Increased+11,998 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $1.2M | 0.3%Prev: 0.6% | 3,874 SH | Decreased-2,127 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $4.2M | 1.1%Prev: 1.4% | 43,134 SH | Increased-1,559 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.6M | 0.7%Prev: 0.7% | 3,761 SH | Increased+164 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $279K | 0.1%Prev: 0.5% | 921 SH | Decreased-4,699 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $106.1M | 27.8%Prev: 27.3% | 286,619 SH | Increased+28,317 SH |
| VANGUARD INDEX FDS | VALUE ETF | $579K | 0.2%Prev: 0.2% | 2,656 SH | Increased-408 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $495K | 0.1%Prev: 0.1% | 5,908 SH | Increased+164 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $4.3M | 1.1%Prev: 0.9% | 51,701 SH | Increased+22,062 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $790K | 0.2%Prev: 0.2% | 6,183 SH | Increased+29 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | $25.6M | 6.7%Prev: 5.7% | 75,506 SH | Increased+17,597 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $21.8M | 5.7%Prev: 5.5% | 254,952 SH | Increased+27,843 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $404K | 0.1%Prev: 0.1% | 4,907 SH | Decreased-1,281 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $980K | 0.3%Prev: 0.3% | 7,409 SH | Increased-158 SH |
| VISA INC | COM CL A | $501K | 0.1%Prev: 0.2% | 1,461 SH | Decreased-166 SH |
| WALMART INC | COM | $323K | 0.1%Prev: 0.1% | 2,849 SH | Increased-30 SH |
| WELLS FARGO & CO | COM | $221K | 0.1% | 2,675 SH | New |
| WESTERN DIGITAL CORP | COM | $287K | 0.1% | 450 SH | New |
| WISDOMTREE TR | GLOB EX US QU FD | $481K | 0.1% | 10,420 SH | New |
| WISDOMTREE TR | US TOTAL DIVIDND | $1.8M | 0.5%Prev: 0.5% | 18,789 SH | Increased+141 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 |