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CIK 0002048774 • 6 13F filings • May 12, 2025 – Jul 27, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $228K | 0.2%Prev: 0.2% | 997 SH | Increased |
| ALPHABET INC | CAP STK CL A | $401K | 0.3%Prev: 0.3% | 1,280 SH | Increased |
| ALPHABET INC | CAP STK CL C | $666K | 0.6%Prev: 0.5% | 2,121 SH | Increased |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $1.1M | 0.9%Prev: 1.0% | 14,059 SH | Decreased-249 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $683K | 0.6%Prev: 0.6% | 7,267 SH | Increased-156 SH |
| APPLE INC | COM | $3.1M | 2.6%Prev: 2.8% | 11,492 SH | Decreased-147 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $265K | 0.2%Prev: 0.2% | 527 SH | Increased |
| BOEING CO | COM | $220K | 0.2%Prev: 0.2% | 1,013 SH | Decreased |
| COSTCO WHSL CORP NEW | COM | $582K | 0.5%Prev: 0.6% | 675 SH | Decreased |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $7.4M | 6.3%Prev: 6.0% | 224,048 SH | Increased+25,276 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $4.5M | 3.8%Prev: 3.6% | 171,241 SH | Increased+23,836 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $225K | 0.2%Prev: 0.2% | 4,507 SH | Increased |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $5.5M | 4.7%Prev: 4.3% | 146,020 SH | Increased+15,074 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $1.2M | 1.0%Prev: 1.1% | 15,861 SH | Decreased |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $14.9M | 12.6%Prev: 11.6% | 453,367 SH | Increased+49,467 SH |
| HONEYWELL INTL INC | COM | $465K | 0.4%Prev: 0.5% | 2,383 SH | Decreased |
| INVESCO QQQ TR | UNIT SER 1 | $406K | 0.3%Prev: 0.4% | 660 SH | Decreased |
| ISHARES TR | CORE S&P500 ETF | $507K | 0.4%Prev: 0.5% | 740 SH | Decreased |
| ISHARES TR | ESG AWRE 1 5 YR | $3.2M | 2.7%Prev: 2.8% | 127,177 SH | Increased+6,826 SH |
| ISHARES TR | GLOBAL REIT ETF | $512K | 0.4%Prev: 0.3% | 20,506 SH | Increased+6,456 SH |
| ISHARES TR | NATIONAL MUN ETF | $232K | 0.2%Prev: 0.2% | 2,170 SH | Decreased+8 SH |
| MASTERCARD INCORPORATED | CL A | $567K | 0.5%Prev: 0.5% | 993 SH | Increased+8 SH |
| MICROSOFT CORP | COM | $1.8M | 1.5%Prev: 1.8% | 3,630 SH | Decreased-32 SH |
| NEXTERA ENERGY INC | COM | $225K | 0.2%Prev: 0.2% | 2,800 SH | Decreased |
| NIKE INC | CL B | $800K | 0.7%Prev: 0.8% | 12,562 SH | Decreased+35 SH |
| NUSHARES ETF TR | NUVEEN ESG EMRGN | $2.1M | 1.8%Prev: 2.0% | 58,618 SH | Decreased+521 SH |
| NUSHARES ETF TR | NUVEEN ESG INTL | $4.0M | 3.4%Prev: 3.8% | 111,489 SH | Decreased+1,656 SH |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | $446K | 0.4%Prev: 0.4% | 4,564 SH | Decreased+37 SH |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | $432K | 0.4%Prev: 0.4% | 9,591 SH | Increased+123 SH |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | $3.2M | 2.7%Prev: 2.9% | 70,724 SH | Decreased+131 SH |
| PIMCO ETF TR | INTER MUN BD ACT | $2.0M | 1.7%Prev: 1.6% | 38,493 SH | Increased+4,614 SH |
| PROCTER AND GAMBLE CO | COM | $395K | 0.3%Prev: 0.4% | 2,753 SH | Decreased+17 SH |
| QUALCOMM INC | COM | $207K | 0.2%Prev: 0.2% | 1,209 SH | Decreased |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $9.7M | 8.2%Prev: 7.9% | 386,777 SH | Increased+39,909 SH |
| SOUTHERN CO | COM | $473K | 0.4%Prev: 0.5% | 5,430 SH | Decreased+34 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $2.4M | 2.0% | 67,446 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $280K | 0.2%Prev: 0.3% | 574 SH | Decreased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $23.9M | 20.2%Prev: 20.5% | 71,315 SH | Increased+4,038 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $2.1M | 1.8%Prev: 1.8% | 25,319 SH | Increased+2,311 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $1.4M | 1.2%Prev: 1.2% | 17,810 SH | Increased+1,410 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $729K | 0.6%Prev: 0.6% | 3,318 SH | Increased+71 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $13.3M | 11.3%Prev: 11.0% | 212,910 SH | Increased+15,659 SH |
| VANGUARD WORLD FD | ESG US CORP BD | $909K | 0.8%Prev: 0.8% | 14,285 SH | Increased+807 SH |
| VISA INC | COM CL A | $507K | 0.4%Prev: 0.5% | 1,445 SH | Increased-10 SH |
| 13F-HR |
| 0001941040-26-000460 |
| $180.2M |
| View |
| Aug 5, 2025 | Q2 2025 | 13F-HR | 0001941040-25-000422 | $100.4M | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0001941040-26-000245 | $122.5M | View |
| May 12, 2025 | Q1 2025 | 13F-HR | 0001941040-25-000280 | $89.6M | View |