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CIK 0002048774 • 6 13F filings • May 12, 2025 – Jul 27, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $368K | 0.3%Prev: 0.2% | 1,280 SH | Increased |
| ALPHABET INC | CAP STK CL C | $570K | 0.5%Prev: 0.4% | 1,987 SH | Increased-258 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $1.1M | 0.9%Prev: 1.0% | 13,510 SH | Increased-1,210 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $689K | 0.6%Prev: 0.6% | 6,900 SH | Increased-790 SH |
| APPLE INC | COM | $2.9M | 2.4%Prev: 3.1% | 11,452 SH | Increased-1,783 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $253K | 0.2%Prev: 0.3% | 527 SH | Decreased-50 SH |
| BOEING CO | COM | $202K | 0.2%Prev: 0.3% | 1,013 SH | Decreased-270 SH |
| COSTCO WHOLESALE CORPORATION | COM | $673K | 0.5% | 675 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $8.2M | 6.7%Prev: 5.4% | 237,375 SH | Increased+54,168 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $4.7M | 3.9%Prev: 4.0% | 178,255 SH | Increased+41,536 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $238K | 0.2% | 4,507 SH | New |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $6.0M | 4.9%Prev: 4.1% | 151,141 SH | Increased+28,909 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $1.1M | 0.9%Prev: 1.2% | 15,489 SH | Decreased-2,980 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $16.8M | 13.7%Prev: 10.8% | 480,383 SH | Increased+116,621 SH |
| EXXON MOBIL CORP | COM | $214K | 0.2% | 1,262 SH | New |
| HONEYWELL INTL INC | COM | $539K | 0.4%Prev: 0.6% | 2,383 SH | Increased-140 SH |
| INVESCO QQQ TR | UNIT SER 1 | $381K | 0.3%Prev: 0.4% | 660 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $483K | 0.4%Prev: 0.5% | 740 SH | Increased |
| ISHARES TR | ESG AWRE 1 5 YR | $3.3M | 2.7%Prev: 3.2% | 129,802 SH | Increased+15,864 SH |
| ISHARES TR | NATIONAL MUN ETF | $227K | 0.2%Prev: 0.3% | 2,143 SH | Decreased-349 SH |
| LOCKHEED MARTIN CORP | COM | $244K | 0.2% | 403 SH | New |
| MASTERCARD INCORPORATED | CL A | $496K | 0.4%Prev: 0.6% | 993 SH | Decreased-17 SH |
| MICROSOFT CORP | COM | $1.3M | 1.1%Prev: 1.3% | 3,530 SH | Increased+496 SH |
| NEXTERA ENERGY INC | COM | $260K | 0.2% | 2,800 SH | New |
| NIKE INC | CL B | $664K | 0.5% | 12,562 SH | New |
| NUSHARES ETF TR | NUVEEN ESG EMRGN | $2.1M | 1.7%Prev: 2.0% | 58,000 SH | Increased-2,837 SH |
| NUSHARES ETF TR | NUVEEN ESG INTL | $4.0M | 3.3%Prev: 4.2% | 111,062 SH | Increased-3,829 SH |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | $412K | 0.3%Prev: 0.4% | 4,527 SH | Increased+310 SH |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | $421K | 0.3%Prev: 0.4% | 9,246 SH | Increased+341 SH |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | $3.2M | 2.6%Prev: 3.0% | 71,281 SH | Increased+41 SH |
| PIMCO ETF TR | INTER MUN BD ACT | $2.0M | 1.7%Prev: 1.8% | 39,189 SH | Increased+7,234 SH |
| PROCTER & GAMBLE CO | COM | $398K | 0.3% | 2,753 SH | New |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $11.1M | 9.0%Prev: 8.7% | 444,172 SH | Increased+134,523 SH |
| SOUTHERN CO | COM | $524K | 0.4%Prev: 0.6% | 5,430 SH | Increased+34 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $2.2M | 1.8% | 63,285 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $243K | 0.2%Prev: 0.2% | 557 SH | Increased-17 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $24.2M | 19.8%Prev: 18.9% | 75,471 SH | Increased+13,283 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $2.2M | 1.8%Prev: 1.9% | 25,984 SH | Increased+5,414 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $1.4M | 1.2%Prev: 1.3% | 18,152 SH | Increased+3,192 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $649K | 0.5%Prev: 0.9% | 3,017 SH | Decreased-1,034 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $14.1M | 11.5%Prev: 11.1% | 220,754 SH | Increased+32,468 SH |
| VANGUARD WORLD FD | ESG US CORP BD | $926K | 0.8%Prev: 0.9% | 14,739 SH | Increased+2,205 SH |
| VISA INC | COM CL A | $437K | 0.4%Prev: 0.6% | 1,445 SH | Decreased-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 |