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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 | $230K | 0.3% | 1,178 SH | |
| ALPHABET INC | CAP STK CL A | $203K | 0.2% | 1,280 SH | |
| ALPHABET INC | CAP STK CL C | $361K | 0.4% | 2,245 SH | |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $891K | 1.0% | 14,720 SH | |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $558K | 0.6% | 7,690 SH | |
| APPLE INC | COM | $2.8M | 3.1% | 13,235 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $308K | 0.3% | 577 SH | |
| BOEING CO | COM | $235K | 0.3% | 1,283 SH | |
| COSTCO WHSL CORP NEW | COM | $902K | 1.0% | 907 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $4.9M | 5.4% | 183,207 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $3.6M | 4.0% | 136,719 SH | |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $3.7M | 4.1% | 122,232 SH | |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $1.1M | 1.2% | 18,469 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $9.7M | 10.8% | 363,762 SH | |
| HONEYWELL INTL INC | COM | $531K | 0.6% | 2,523 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $314K | 0.4% | 660 SH | |
| ISHARES TR | CORE S&P500 ETF | $413K | 0.5% | 740 SH | |
| ISHARES TR | ESG AWRE 1 5 YR | $2.9M | 3.2% | 113,938 SH | |
| ISHARES TR | GLOBAL REIT ETF | $253K | 0.3% | 10,484 SH | |
| ISHARES TR | NATIONAL MUN ETF | $261K | 0.3% | 2,492 SH | |
| MASTERCARD INCORPORATED | CL A | $553K | 0.6% | 1,010 SH | |
| MICROSOFT CORP | COM | $1.2M | 1.3% | 3,034 SH | |
| NUSHARES ETF TR | NUVEEN ESG EMRGN | $1.8M | 2.0% | 60,837 SH | |
| NUSHARES ETF TR | NUVEEN ESG INTL | $3.8M | 4.2% | 114,891 SH | |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | $340K | 0.4% | 4,217 SH | |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | $349K | 0.4% | 8,905 SH | |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | $2.7M | 3.0% | 71,240 SH | |
| PIMCO ETF TR | INTER MUN BD ACT | $1.6M | 1.8% | 31,955 SH | |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $7.8M | 8.7% | 309,649 SH | |
| SOUTHERN CO | COM | $496K | 0.6% | 5,396 SH | |
| SPDR SER TR | PORTFLI INTRMDIT | $2.1M | 2.4% | 74,424 SH | |
| SPDR SER TR | S&P 600 SMCP VAL | $511K | 0.6% | 6,937 SH | |
| UNION PAC CORP | COM | $221K | 0.2% | 1,023 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $217K | 0.2% | 574 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $17.0M | 18.9% | 62,188 SH | |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $1.7M | 1.9% | 20,570 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $1.2M | 1.3% | 14,960 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $774K | 0.9% | 4,051 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $10.0M | 11.1% | 188,286 SH | |
| VANGUARD WORLD FD | ESG US CORP BD | $785K | 0.9% | 12,534 SH | |
| VISA INC | COM CL A | $542K | 0.6% | 1,569 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 |