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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 LABORATORIES | COM | $5K | 0.0% | 48 SH | |
| AMERICAN CENTY ETF TR | AVANTIS EMERGING | $7.1M | 4.0% | 111,283 SH | |
| AMERICAN CENTY ETF TR | AVANTIS INTL SML | $5.7M | 3.2% | 78,805 SH | |
| AMERICAN CENTY ETF TR | AVANTIS US SMALL | $20.3M | 11.5% | 326,613 SH | |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | $7.1M | 4.0% | 118,009 SH | |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | $5.8M | 3.3% | 77,336 SH | |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $2.9M | 1.6% | 33,699 SH | |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $14.5M | 8.2% | 145,241 SH | |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $20.4M | 11.6% | 253,305 SH | |
| AMERICAN CENTY ETF TR | US SML CP VALU | $51.7M | 29.3% | 467,881 SH | |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $4.7M | 2.6% | 110,621 SH | |
| DIMENSIONAL ETF TRUST | DIMENSIONAL INTE | $4.7M | 2.6% | 88,737 SH | |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $21.9M | 12.4% | 456,631 SH | |
| FIRST TR EXCHANGE-TRADED FD | FT VEST RIS | $47K | 0.0% | 1,856 SH | |
| ISHARES TR | CORE S&P500 ETF | $9.5M | 5.4% | 14,576 SH | |
| JOHNSON & JOHNSON | COM | $1K | 0.0% | 5 SH | |
| NEUBERGER BERMAN ETF TRUST | OPT STRATEGY ETF | $18K | 0.0% | 655 SH | |
| NEUBERGER BERMAN ETF TRUST | SHORT DURATION I | $51K | 0.0% | 1,004 SH | |
| PROCTER & GAMBLE CO | COM | $52K | 0.0% | 357 SH |
| 13F-HR |
| 0001999371-26-010548 |
| $176.3M |
| View |