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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 | $206K | 0.2% | 1,112 SH | New |
| ALPHABET INC | CAP STK CL A | $226K | 0.2%Prev: 0.3% | 1,280 SH | Decreased |
| ALPHABET INC | CAP STK CL C | $385K | 0.4%Prev: 0.5% | 2,171 SH | Decreased+184 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $1.0M | 1.0%Prev: 0.9% | 14,720 SH | Decreased+1,210 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $610K | 0.6%Prev: 0.6% | 7,690 SH | Decreased+790 SH |
| APPLE INC | COM | $2.7M | 2.7%Prev: 2.4% | 13,237 SH | Decreased+1,785 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $256K | 0.3%Prev: 0.2% | 527 SH | Increased |
| BOEING CO | COM | $269K | 0.3%Prev: 0.2% | 1,283 SH | Increased+270 SH |
| COSTCO WHSL CORP NEW | COM | $895K | 0.9% | 904 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $5.6M | 5.6%Prev: 6.7% | 188,021 SH | Decreased-49,354 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $3.7M | 3.7%Prev: 3.9% | 139,106 SH | Decreased-39,149 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $4.1M | 4.1%Prev: 4.9% | 124,646 SH | Decreased-26,495 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $1.2M | 1.2%Prev: 0.9% | 17,869 SH | Increased+2,380 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $11.2M | 11.2%Prev: 13.7% | 380,726 SH | Decreased-99,657 SH |
| HOME DEPOT INC | COM | $200K | 0.2% | 546 SH | New |
| HONEYWELL INTL INC | COM | $573K | 0.6%Prev: 0.4% | 2,462 SH | Increased+79 SH |
| INVESCO QQQ TR | UNIT SER 1 | $364K | 0.4%Prev: 0.3% | 660 SH | Decreased |
| ISHARES TR | CORE S&P500 ETF | $459K | 0.5%Prev: 0.4% | 740 SH | Decreased |
| ISHARES TR | ESG AWRE 1 5 YR | $3.0M | 3.0%Prev: 2.7% | 120,767 SH | Decreased-9,035 SH |
| ISHARES TR | GLOBAL REIT ETF | $271K | 0.3% | 10,965 SH | New |
| ISHARES TR | NATIONAL MUN ETF | $260K | 0.3%Prev: 0.2% | 2,492 SH | Increased+349 SH |
| MASTERCARD INCORPORATED | CL A | $567K | 0.6%Prev: 0.4% | 1,010 SH | Increased+17 SH |
| MICROSOFT CORP | COM | $1.9M | 1.9%Prev: 1.1% | 3,834 SH | Increased+304 SH |
| NIKE INC | CL B | $892K | 0.9%Prev: 0.5% | 12,560 SH | Increased-2 SH |
| NUSHARES ETF TR | NUVEEN ESG EMRGN | $2.0M | 2.0%Prev: 1.7% | 59,799 SH | Decreased+1,799 SH |
| NUSHARES ETF TR | NUVEEN ESG INTL | $4.0M | 4.0%Prev: 3.3% | 113,127 SH | Increased+2,065 SH |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | $408K | 0.4%Prev: 0.3% | 4,347 SH | Decreased-180 SH |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | $387K | 0.4%Prev: 0.3% | 9,229 SH | Decreased-17 SH |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | $2.9M | 2.9%Prev: 2.6% | 71,876 SH | Decreased+595 SH |
| PIMCO ETF TR | INTER MUN BD ACT | $1.7M | 1.6%Prev: 1.7% | 32,186 SH | Decreased-7,003 SH |
| PROCTER AND GAMBLE CO | COM | $445K | 0.4% | 2,796 SH | New |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $8.3M | 8.3%Prev: 9.0% | 332,843 SH | Decreased-111,329 SH |
| SOUTHERN CO | COM | $496K | 0.5%Prev: 0.4% | 5,396 SH | Decreased-34 SH |
| SPDR SERIES TRUST | PORTFLI INTRMDIT | $2.0M | 2.0% | 69,030 SH | New |
| SPDR SERIES TRUST | S&P 600 SMCP VAL | $553K | 0.6% | 6,937 SH | New |
| UNION PAC CORP | COM | $235K | 0.2% | 1,023 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $252K | 0.3%Prev: 0.2% | 574 SH | Increased+17 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $19.8M | 19.7%Prev: 19.8% | 65,266 SH | Decreased-10,205 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $1.7M | 1.7%Prev: 1.8% | 20,901 SH | Decreased-5,083 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $1.2M | 1.2%Prev: 1.2% | 14,851 SH | Decreased-3,301 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $763K | 0.8%Prev: 0.5% | 3,730 SH | Increased+713 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $10.9M | 10.9%Prev: 11.5% | 191,336 SH | Decreased-29,418 SH |
| VANGUARD WORLD FD | ESG US CORP BD | $862K | 0.9%Prev: 0.8% | 13,593 SH | Decreased-1,146 SH |
| VISA INC | COM CL A | $557K | 0.6%Prev: 0.4% | 1,569 SH | Increased+124 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 |