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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 | $227K | 0.2%Prev: 0.1% | 997 SH | Decreased+71 SH |
| ALPHABET INC | CAP STK CL A | $342K | 0.3%Prev: 0.3% | 1,280 SH | Decreased-23 SH |
| ALPHABET INC | CAP STK CL C | $569K | 0.5%Prev: 0.4% | 2,121 SH | Decreased+125 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $1.1M | 1.0%Prev: 0.2% | 14,308 SH | Increased+11,140 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $668K | 0.6% | 7,423 SH | New |
| APPLE INC | COM | $3.1M | 2.8%Prev: 2.1% | 11,639 SH | Decreased-1,366 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $254K | 0.2%Prev: 0.2% | 527 SH | Decreased-85 SH |
| BOEING CO | COM | $226K | 0.2%Prev: 0.1% | 1,013 SH | Increased-20 SH |
| COSTCO WHSL CORP NEW | COM | $624K | 0.6% | 675 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $6.6M | 6.0%Prev: 5.9% | 198,772 SH | Decreased-63,816 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $4.0M | 3.6%Prev: 3.0% | 147,405 SH | Decreased-42,003 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $211K | 0.2%Prev: 0.1% | 4,507 SH | Decreased |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $4.7M | 4.3%Prev: 3.7% | 130,946 SH | Decreased-37,282 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $1.2M | 1.1% | 15,861 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $12.9M | 11.6% | 403,900 SH | New |
| HONEYWELL INTL INC | COM | $511K | 0.5% | 2,383 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $418K | 0.4%Prev: 0.2% | 660 SH | Increased+100 SH |
| ISHARES TR | CORE S&P500 ETF | $511K | 0.5%Prev: 0.3% | 740 SH | Decreased+19 SH |
| ISHARES TR | ESG AWRE 1 5 YR | $3.1M | 2.8%Prev: 1.8% | 120,351 SH | Decreased-12,041 SH |
| ISHARES TR | GLOBAL REIT ETF | $360K | 0.3% | 14,050 SH | New |
| ISHARES TR | NATIONAL MUN ETF | $233K | 0.2%Prev: 0.1% | 2,162 SH | Increased+63 SH |
| MASTERCARD INCORPORATED | CL A | $557K | 0.5%Prev: 0.3% | 985 SH | Increased-1 SH |
| MICROSOFT CORP | COM | $2.0M | 1.8%Prev: 0.7% | 3,662 SH | Increased+135 SH |
| NEXTERA ENERGY INC | COM | $234K | 0.2%Prev: 0.1% | 2,800 SH | Decreased+60 SH |
| NIKE INC | CL B | $845K | 0.8%Prev: 0.3% | 12,527 SH | Increased-241 SH |
| NUSHARES ETF TR | NUVEEN ESG EMRGN | $2.2M | 2.0%Prev: 0.9% | 58,097 SH | Increased+21,124 SH |
| NUSHARES ETF TR | NUVEEN ESG INTL | $4.3M | 3.8%Prev: 1.5% | 109,833 SH | Increased+43,421 SH |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | $464K | 0.4%Prev: 0.2% | 4,527 SH | Increased+778 SH |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | $423K | 0.4%Prev: 0.2% | 9,468 SH | Increased+1,914 SH |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | $3.2M | 2.9%Prev: 1.2% | 70,593 SH | Increased+30,335 SH |
| PIMCO ETF TR | INTER MUN BD ACT | $1.8M | 1.6%Prev: 1.6% | 33,879 SH | Decreased-19,479 SH |
| PROCTER AND GAMBLE CO | COM | $414K | 0.4% | 2,736 SH | New |
| QUALCOMM INC | COM | $219K | 0.2%Prev: 0.1% | 1,209 SH | Increased+29 SH |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $8.8M | 7.9%Prev: 6.9% | 346,868 SH | Decreased-155,506 SH |
| SOUTHERN CO | COM | $507K | 0.5%Prev: 0.3% | 5,396 SH | Decreased |
| SPDR SERIES TRUST | PORTFLI INTRMDIT | $1.9M | 1.7% | 65,750 SH | New |
| SPDR SERIES TRUST | S&P 600 SMCP VAL | $599K | 0.5% | 6,636 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $288K | 0.3%Prev: 0.1% | 574 SH | Increased-2,460 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $22.7M | 20.5%Prev: 15.3% | 67,277 SH | Decreased-7,074 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $2.0M | 1.8%Prev: 3.5% | 23,008 SH | Decreased-52,712 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $1.3M | 1.2%Prev: 3.9% | 16,400 SH | Decreased-73,354 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $713K | 0.6%Prev: 0.2% | 3,247 SH | Increased+1,424 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $12.2M | 11.0%Prev: 8.6% | 197,251 SH | Decreased-20,851 SH |
| VANGUARD WORLD FD | ESG US CORP BD | $874K | 0.8%Prev: 0.5% | 13,478 SH | Increased-390 SH |
| VISA INC | COM CL A | $505K | 0.5%Prev: 0.3% | 1,455 SH | Increased+5 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 |