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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 | $4K | 0.0%Prev: 0.0% | 49 SH | Decreased+1 SH |
| AMERICAN CENTY ETF TR | AVA MAR SMA ETF | $8.7M | 4.1% | 126,209 SH | New |
| AMERICAN CENTY ETF TR | AVAN US SMAL ETF | $26.2M | 12.2% | 357,505 SH | New |
| AMERICAN CENTY ETF TR | AVANTIS INTL SML | $6.7M | 3.1%Prev: 3.2% | 89,637 SH | Increased+10,832 SH |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | $8.8M | 4.1%Prev: 4.0% | 133,744 SH | Increased+15,735 SH |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | $6.8M | 3.1%Prev: 3.3% | 87,479 SH | Increased+10,143 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $3.4M | 1.6%Prev: 1.6% | 38,322 SH | Increased+4,623 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $16.8M | 7.8%Prev: 8.2% | 162,609 SH | Increased+17,368 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $25.5M | 11.8%Prev: 11.6% | 279,084 SH | Increased+25,779 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $63.4M | 29.5%Prev: 29.3% | 508,262 SH | Increased+40,381 SH |
| DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | $5.4M | 2.5% | 128,374 SH | New |
| DIMENSIONAL ETF TRUST | INTL COR FIX ETF | $5.5M | 2.5% | 102,092 SH | New |
| DIMENSIONAL ETF TRUST | SHOR DUR FIX ETF | $25.3M | 11.8% | 529,635 SH | New |
| GE AEROSPACE | COM NEW | $7K | 0.0% | 19 SH | New |
| GE VERNOVA INC | COM | $4K | 0.0% | 3 SH | New |
| ISHARES TR | CORE S&P500 ETF | $12.6M | 5.9%Prev: 5.4% | 16,875 SH | Increased+2,299 SH |
| JOHNSON & JOHNSON | COM | $1K | 0.0%Prev: 0.0% | 5 SH | Increased |
| 13F-HR |
| 0001999371-26-010548 |
| $176.3M |
| View |