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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 | $233K | 0.1%Prev: 0.2% | 926 SH | Increased-186 SH |
| ALPHABET INC | CAP STK CL A | $466K | 0.3%Prev: 0.2% | 1,303 SH | Increased+23 SH |
| ALPHABET INC | CAP STK CL C | $705K | 0.4%Prev: 0.4% | 1,996 SH | Increased-175 SH |
| AMAZON COM INC | COM | $233K | 0.1% | 978 SH | New |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $306K | 0.2%Prev: 1.0% | 3,168 SH | Decreased-11,552 SH |
| APPLE INC | COM | $3.8M | 2.1%Prev: 2.7% | 13,005 SH | Increased-232 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $306K | 0.2%Prev: 0.3% | 612 SH | Increased+85 SH |
| BOEING CO | COM | $224K | 0.1%Prev: 0.3% | 1,033 SH | Decreased-250 SH |
| CATERPILLAR INC | COM | $281K | 0.2% | 264 SH | New |
| COSTCO WHOLESALE CORPORATION | COM | $687K | 0.4% | 734 SH | New |
| DIMENSIONAL ETF TRUST | EMER MARK SU ETF | $1.6M | 0.9% | 33,627 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $10.7M | 5.9%Prev: 5.6% | 262,588 SH | Increased+74,567 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $5.5M | 3.0%Prev: 3.7% | 189,408 SH | Increased+50,302 SH |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | $3.8M | 2.1% | 72,072 SH | New |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $3.3M | 1.9% | 74,188 SH | New |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $243K | 0.1% | 4,507 SH | New |
| DIMENSIONAL ETF TRUST | INTL COR FIX ETF | $11.8M | 6.5% | 219,887 SH | New |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $6.8M | 3.7%Prev: 4.1% | 168,228 SH | Increased+43,582 SH |
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | $1.2M | 0.7% | 15,082 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $19.8M | 11.0% | 511,635 SH | New |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $7.3M | 4.0% | 156,216 SH | New |
| EDGEWELL PERSONAL CARE CO | COM | $537K | 0.3% | 20,000 SH | New |
| ENERGIZER HLDGS INC | COM | $454K | 0.3% | 21,190 SH | New |
| GENERAL MILLS INC | COM | $328K | 0.2% | 9,415 SH | New |
| INTEL CORP | COM | $563K | 0.3% | 4,030 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $413K | 0.2%Prev: 0.4% | 560 SH | Increased-100 SH |
| ISHARES TR | CORE S&P500 ETF | $540K | 0.3%Prev: 0.5% | 721 SH | Increased-19 SH |
| ISHARES TR | ESG AWRE 1 5 YR | $3.3M | 1.8%Prev: 3.0% | 132,392 SH | Increased+11,625 SH |
| ISHARES TR | NATIONAL MUN ETF | $226K | 0.1%Prev: 0.3% | 2,099 SH | Decreased-393 SH |
| JPMORGAN CHASE & CO | COM | $281K | 0.2% | 858 SH | New |
| LOCKHEED MARTIN CORP | COM | $206K | 0.1% | 404 SH | New |
| MASTERCARD INCORPORATED | CL A | $506K | 0.3%Prev: 0.6% | 986 SH | Decreased-24 SH |
| MICROSOFT CORP | COM | $1.3M | 0.7%Prev: 1.9% | 3,527 SH | Decreased-307 SH |
| NEXTERA ENERGY INC | COM | $240K | 0.1% | 2,740 SH | New |
| NIKE INC | CL B | $524K | 0.3%Prev: 0.9% | 12,768 SH | Decreased+208 SH |
| NUSHARES ETF TR | NUVEEN ESG EMRGN | $1.6M | 0.9%Prev: 2.0% | 36,973 SH | Decreased-22,826 SH |
| NUSHARES ETF TR | NUVEEN ESG INTL | $2.7M | 1.5%Prev: 4.0% | 66,412 SH | Decreased-46,715 SH |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | $439K | 0.2%Prev: 0.4% | 3,749 SH | Increased-598 SH |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | $378K | 0.2%Prev: 0.4% | 7,554 SH | Decreased-1,675 SH |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | $2.1M | 1.2%Prev: 2.9% | 40,258 SH | Decreased-31,618 SH |
| NVIDIA CORPORATION | COM | $221K | 0.1% | 1,106 SH | New |
| PIMCO ETF TR | INTER MUN BD ACT | $2.8M | 1.6%Prev: 1.6% | 53,358 SH | Increased+21,172 SH |
| POST HLDGS INC | COM | $265K | 0.1% | 3,000 SH | New |
| PROCTER & GAMBLE CO | COM | $404K | 0.2% | 2,755 SH | New |
| QUALCOMM INC | COM | $218K | 0.1% | 1,180 SH | New |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $12.4M | 6.9%Prev: 8.3% | 502,374 SH | Increased+169,531 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $8.1M | 4.5% | 337,232 SH | New |
| SOUTHERN CO | COM | $516K | 0.3%Prev: 0.5% | 5,396 SH | Increased |
| SPDR SERIES TRUST | ST INTER ETF | $479K | 0.3% | 16,888 SH | New |
| SPDR SERIES TRUST | ST STR SP600SM C | $202K | 0.1% | 1,847 SH | New |
| UNION PAC CORP | COM | $216K | 0.1%Prev: 0.2% | 796 SH | Decreased-227 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $261K | 0.1%Prev: 0.3% | 3,034 SH | Increased+2,460 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $27.5M | 15.3%Prev: 19.7% | 74,351 SH | Increased+9,085 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $6.3M | 3.5%Prev: 1.7% | 75,720 SH | Increased+54,819 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $7.1M | 3.9%Prev: 1.2% | 89,754 SH | Increased+74,903 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $431K | 0.2%Prev: 0.8% | 1,823 SH | Decreased-1,907 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $15.5M | 8.6%Prev: 10.9% | 218,102 SH | Increased+26,766 SH |
| VANGUARD WORLD FD | ESG US CORP BD | $870K | 0.5%Prev: 0.9% | 13,868 SH | Increased+275 SH |
| VISA INC | COM CL A | $498K | 0.3%Prev: 0.6% | 1,450 SH | Decreased-119 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 |