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CIK 0002109292 • 3 13F filings • Feb 17, 2026 – Aug 3, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $6K | 0.0% | 48 SH | New |
| AMERICAN CENTY ETF TR | AVANTIS EMERGING | $5.8M | 4.0% | 92,165 SH | New |
| AMERICAN CENTY ETF TR | AVANTIS INTL SML | $4.8M | 3.4%Prev: 3.1% | 69,268 SH | Decreased-20,369 SH |
| AMERICAN CENTY ETF TR | AVANTIS US SMALL | $16.6M | 11.5% | 282,093 SH | New |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | $6.0M | 4.1%Prev: 4.1% | 102,213 SH | Decreased-31,531 SH |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | $4.9M | 3.4%Prev: 3.1% | 68,611 SH | Decreased-18,868 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $2.4M | 1.7%Prev: 1.6% | 29,389 SH | Decreased-8,933 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $12.3M | 8.5%Prev: 7.8% | 130,711 SH | Decreased-31,898 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $16.9M | 11.7%Prev: 11.8% | 222,541 SH | Decreased-56,543 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $41.4M | 28.7%Prev: 29.5% | 406,210 SH | Decreased-102,052 SH |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $3.7M | 2.6% | 87,513 SH | New |
| DIMENSIONAL ETF TRUST | GLOBAL EX US COR | $3.7M | 2.6% | 70,371 SH | New |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $17.4M | 12.1% | 362,878 SH | New |
| ISHARES TR | CORE S&P500 ETF | $8.3M | 5.7%Prev: 5.9% | 12,076 SH | Decreased-4,799 SH |
| JOHNSON & JOHNSON | COM | $1K | 0.0%Prev: 0.0% | 5 SH | Decreased |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $1K | 0.0% | 16 SH | New |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $3K | 0.0% | 60 SH | New |
| 13F-HR |
| 0001999371-26-010548 |
| $176.3M |
| View |