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CIK 0001905092 • 6 13F filings • Apr 17, 2025 – Jul 21, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $1.1M | 0.3%Prev: 0.2% | 3,439 SH | Increased+18 SH |
| AMAZON COM INC | COM | $1.8M | 0.5%Prev: 0.6% | 7,666 SH | Increased-110 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $221K | 0.1%Prev: 0.1% | 2,865 SH | Increased-170 SH |
| AMERICAN CENTY ETF TR | AVANTIS US SMALL | $974K | 0.3%Prev: 0.3% | 16,580 SH | Increased |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $6.2M | 1.9%Prev: 1.4% | 66,318 SH | Increased+17,183 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $368K | 0.1%Prev: 0.1% | 3,293 SH | Increased+6 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $15.7M | 4.8%Prev: 4.8% | 153,860 SH | Increased+3,161 SH |
| AMERICAN EXPRESS CO | COM | $259K | 0.1%Prev: 0.1% | 701 SH | Increased+59 SH |
| APPLE INC | COM | $1.7M | 0.5%Prev: 0.5% | 6,337 SH | Increased-828 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $296K | 0.1%Prev: 0.1% | 588 SH | Decreased-190 SH |
| BOEING CO | COM | $689K | 0.2%Prev: 0.2% | 3,174 SH | Increased |
| CATERPILLAR INC | COM | $1.6M | 0.5%Prev: 0.4% | 2,798 SH | Increased+52 SH |
| CHEVRON CORP NEW | COM | $336K | 0.1%Prev: 0.1% | 2,206 SH | Decreased-261 SH |
| CISCO SYS INC | COM | $531K | 0.2%Prev: 0.2% | 6,898 SH | Increased-130 SH |
| COCA COLA CO | COM | $201K | 0.1%Prev: 0.1% | 2,881 SH | Decreased-404 SH |
| COMMERCE BANCSHARES INC | COM | $394K | 0.1%Prev: 0.2% | 7,525 SH | Decreased+357 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $5.1M | 1.6%Prev: 1.4% | 154,547 SH | Increased+16,848 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $8.2M | 2.5%Prev: 2.3% | 251,805 SH | Increased+20,681 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $2.6M | 0.8%Prev: 0.7% | 97,888 SH | Increased+22,520 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $18.4M | 5.6%Prev: 5.6% | 368,497 SH | Increased-7,864 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $11.2M | 3.4%Prev: 3.2% | 294,465 SH | Increased+28,045 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $329K | 0.1%Prev: 0.1% | 9,548 SH | Increased-226 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $8.8M | 2.7%Prev: 2.5% | 277,923 SH | Increased+38,629 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $8.1M | 2.5%Prev: 2.7% | 213,408 SH | Increased-18,908 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $888K | 0.3%Prev: 0.2% | 18,431 SH | Increased+8,143 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $4.1M | 1.3%Prev: 1.0% | 86,065 SH | Increased+29,138 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $20.3M | 6.2%Prev: 6.7% | 434,205 SH | Increased-22,624 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $65.2M | 19.9%Prev: 20.8% | 1,647,505 SH | Increased-23,526 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $21.6M | 6.6%Prev: 5.3% | 290,798 SH | Increased+61,355 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $12.3M | 3.7%Prev: 3.7% | 322,203 SH | Increased+19,885 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $18.6M | 5.7%Prev: 5.8% | 399,783 SH | Increased+5,806 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $7.4M | 2.3%Prev: 2.3% | 106,207 SH | Increased+1,737 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $553K | 0.2%Prev: 0.2% | 16,824 SH | Increased+810 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $5.6M | 1.7%Prev: 1.7% | 93,709 SH | Increased+489 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $14.4M | 4.4%Prev: 4.6% | 440,166 SH | Increased-14,514 SH |
| DISNEY WALT CO | COM | $270K | 0.1%Prev: 0.1% | 2,374 SH | Decreased |
| EA SERIES TRUST | EA BRIDGEWAY OMN | $28.5M | 8.7%Prev: 8.4% | 1,221,532 SH | Increased+35,181 SH |
| ELI LILLY & CO | COM | $489K | 0.1%Prev: 0.1% | 455 SH | Increased+3 SH |
| EMERSON ELEC CO | COM | $294K | 0.1%Prev: 0.2% | 2,216 SH | Decreased-1,676 SH |
| ENTERPRISE PRODS PARTNERS L | COM | $353K | 0.1%Prev: 0.1% | 11,000 SH | Increased |
| EXXON MOBIL CORP | COM | $488K | 0.1%Prev: 0.2% | 4,052 SH | Decreased-584 SH |
| GENERAL DYNAMICS CORP | COM | $247K | 0.1%Prev: 0.1% | 733 SH | Increased+10 SH |
| HOME DEPOT INC | COM | $719K | 0.2%Prev: 0.2% | 2,090 SH | Increased+245 SH |
| ISHARES TR | CORE MSCI INTL | $3.4M | 1.0%Prev: 0.8% | 41,085 SH | Increased+10,182 SH |
| ISHARES TR | CORE S&P TTL STK | $7.3M | 2.2%Prev: 2.2% | 49,251 SH | Increased+1,974 SH |
| ISHARES TR | EAFE SML CP ETF | $224K | 0.1%Prev: 0.1% | 2,890 SH | Increased+1 SH |
| ISHARES TR | EAFE VALUE ETF | $561K | 0.2%Prev: 0.2% | 7,854 SH | Increased+88 SH |
| ISHARES TR | MSCI USA VALUE | $1.7M | 0.5%Prev: 0.5% | 12,798 SH | Increased |
| JOHNSON & JOHNSON | COM | $484K | 0.1%Prev: 0.2% | 2,338 SH | Decreased-1,099 SH |
| JPMORGAN CHASE & CO. | COM | $360K | 0.1%Prev: 0.1% | 1,118 SH | Increased-11 SH |
| META PLATFORMS INC | CL A | $1.3M | 0.4%Prev: 0.5% | 1,985 SH | Decreased+48 SH |
| MICRON TECHNOLOGY INC | COM | $204K | 0.1% | 716 SH | New |
| MICROSOFT CORP | COM | $3.2M | 1.0%Prev: 1.1% | 6,685 SH | Increased+359 SH |
| NVIDIA CORPORATION | COM | $676K | 0.2%Prev: 0.2% | 3,625 SH | Increased+184 SH |
| PACCAR INC | COM | $485K | 0.1%Prev: 0.2% | 4,430 SH | Decreased-2,671 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $215K | 0.1% | 1,212 SH | New |
| PEPSICO INC | COM | $316K | 0.1%Prev: 0.1% | 2,199 SH | Decreased-291 SH |
| PFIZER INC | COM | $470K | 0.1%Prev: 0.2% | 18,874 SH | Decreased-5,923 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $311K | 0.1%Prev: 0.1% | 11,852 SH | Increased+72 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $224K | 0.1%Prev: 0.1% | 328 SH | Increased |
| THE CIGNA GROUP | COM | $232K | 0.1%Prev: 0.1% | 844 SH | Decreased-64 SH |
| UNITEDHEALTH GROUP INC | COM | $549K | 0.2%Prev: 0.2% | 1,663 SH | Increased-24 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $279K | 0.1%Prev: 0.1% | 1,315 SH | Increased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.1M | 0.3%Prev: 0.4% | 3,402 SH | Increased-22 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $1.1M | 0.3%Prev: 0.2% | 21,797 SH | Increased+9,969 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $5.0M | 1.5%Prev: 1.2% | 83,874 SH | Increased+27,377 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $369K | 0.1%Prev: 0.1% | 4,631 SH | Increased |
| WALMART INC | COM | $524K | 0.2%Prev: 0.3% | 4,707 SH | Decreased-5,114 SH |
| 13F-HR |
| 0001905092-26-000003 |
| $383.0M |
| View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001905092-25-000004 | $287.4M | View |
| Apr 10, 2026 | Q1 2026 | 13F-HR | 0001905092-26-000002 | $334.1M | View |
| Apr 17, 2025 | Q1 2025 | 13F-HR | 0001905092-25-000002 | $268.4M | View |