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CIK 0001894830 • 4 13F filings • Nov 18, 2025 – Jul 30, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $209K | 0.2%Prev: 0.2% | 960 SH | Decreased-188 SH |
| AFFILIATED MANAGERS GROUP | COM | $612K | 0.5% | 2,210 SH | New |
| ALPHABET INC | CAP STK CL A | $601K | 0.5% | 2,090 SH | New |
| ALPHABET INC | CAP STK CL C | $516K | 0.4% | 1,800 SH | New |
| AMAZON COM INC | COM | $726K | 0.6%Prev: 0.2% | 3,485 SH | Increased+1,847 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMERGING | $1.2M | 1.0%Prev: 0.2% | 17,871 SH | Increased+11,653 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $858K | 0.7% | 7,768 SH | New |
| AMERICAN EXPRESS CO | COM | $489K | 0.4%Prev: 0.3% | 1,618 SH | Increased-66 SH |
| APPLE INC | COM | $9.2M | 7.5%Prev: 11.5% | 36,195 SH | Decreased-39,095 SH |
| ASML HLDG NV | N Y REGISTRY SHS | $232K | 0.2% | 176 SH | New |
| AT&T INC | COM | $704K | 0.6%Prev: 0.5% | 24,296 SH | Increased-548 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $250K | 0.2%Prev: 0.2% | 522 SH | Increased+85 SH |
| BLUEROCK PVT REAL ESTATE FD | COM | $1000K | 0.8% | 60,175 SH | New |
| BROADCOM INC | COM | $441K | 0.4% | 1,425 SH | New |
| BROOKFIELD CORP | CL A LTD VT SH | $528K | 0.4%Prev: 0.5% | 13,057 SH | Decreased+311 SH |
| CAPITAL ONE FINL CORP | COM | $441K | 0.4% | 2,417 SH | New |
| CHEVRON CORPORATION | COM | $590K | 0.5% | 2,850 SH | New |
| CISCO SYS INC | COM | $327K | 0.3%Prev: 0.2% | 4,215 SH | Increased+43 SH |
| COCA COLA CO | COM | $218K | 0.2% | 2,863 SH | New |
| CONOCOPHILLIPS | COM | $361K | 0.3%Prev: 0.2% | 2,738 SH | Increased-136 SH |
| DANAHER CORP DEL | COM | $7.6M | 6.2% | 39,885 SH | New |
| DIMENSIONAL ETF TRUST | DIMENSIONAL US | $6.6M | 5.4% | 111,973 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $1.3M | 1.1% | 38,384 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS HI | $1.8M | 1.4%Prev: 0.7% | 51,891 SH | Increased+8,736 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $1.6M | 1.3%Prev: 0.6% | 43,479 SH | Increased+9,182 SH |
| DIMENSIONAL ETF TRUST | EMERGING MRKTETS | $248K | 0.2% | 3,827 SH | New |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $1.1M | 0.9% | 24,904 SH | New |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $3.7M | 3.0%Prev: 1.9% | 69,211 SH | Increased-1,690 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $4.9M | 4.0%Prev: 1.8% | 137,593 SH | Increased+45,170 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $2.6M | 2.1%Prev: 1.0% | 80,142 SH | Increased+24,646 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $3.1M | 2.5%Prev: 1.1% | 78,449 SH | Increased+21,948 SH |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | $449K | 0.4%Prev: 0.6% | 8,851 SH | Decreased-7,793 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $22.0M | 17.9%Prev: 9.5% | 565,771 SH | Increased+143,350 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $5.0M | 4.0%Prev: 1.6% | 135,083 SH | Increased+63,838 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $3.6M | 2.9%Prev: 1.0% | 103,031 SH | Increased+51,197 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $2.0M | 1.6%Prev: 1.1% | 32,056 SH | Increased+128 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $1.0M | 0.8%Prev: 1.3% | 30,659 SH | Decreased-39,816 SH |
| ELI LILLY & CO | COM | $279K | 0.2%Prev: 0.1% | 303 SH | Increased+47 SH |
| EXXON MOBIL CORP | COM | $1.8M | 1.4%Prev: 0.8% | 10,452 SH | Increased+148 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | $3.3M | 2.7%Prev: 0.8% | 85,529 SH | Increased+55,110 SH |
| FISERV INC | COM | $15.4M | 12.6%Prev: 42.2% | 276,691 SH | Decreased-2,079 SH |
| GE AEROSPACE | COM NEW | $346K | 0.3%Prev: 0.2% | 1,221 SH | Increased-220 SH |
| GE VERNOVA INC | COM | $291K | 0.2% | 333 SH | New |
| JOHNSON & JOHNSON | COM | $438K | 0.4%Prev: 0.2% | 1,790 SH | Increased-237 SH |
| JPMORGAN CHASE & CO | COM | $403K | 0.3% | 1,370 SH | New |
| KINDER MORGAN INC DEL | COM | $291K | 0.2%Prev: 0.4% | 8,681 SH | Decreased-9,686 SH |
| MAIN STR CAP CORP | COM | $374K | 0.3%Prev: 0.3% | 7,071 SH | Decreased |
| MASTEC INC | COM | $725K | 0.6%Prev: 0.2% | 2,253 SH | Increased-61 SH |
| MERCK & CO INC | COM | $495K | 0.4%Prev: 0.2% | 4,116 SH | Increased+607 SH |
| META PLATFORMS INC | CL A | $568K | 0.5%Prev: 0.4% | 992 SH | Increased+88 SH |
| MICROSOFT CORP | COM | $1.2M | 1.0%Prev: 0.5% | 3,285 SH | Increased+1,250 SH |
| NVIDIA CORPORATION | COM | $1.5M | 1.3%Prev: 0.4% | 8,851 SH | Increased+3,454 SH |
| PEPSICO INC | COM | $211K | 0.2% | 1,360 SH | New |
| PRIMORIS SVCS CORP | COM | $452K | 0.4%Prev: 0.2% | 3,159 SH | Increased-2,386 SH |
| PROCTER & GAMBLE CO | COM | $401K | 0.3% | 2,776 SH | New |
| QUANTA SVCS INC | COM | $314K | 0.3% | 572 SH | New |
| RADIAN GROUP INC | COM | $262K | 0.2%Prev: 0.3% | 7,918 SH | Decreased-6,732 SH |
| RIOT PLATFORMS INC | COM | $139K | 0.1%Prev: 0.1% | 11,256 SH | Increased+308 SH |
| SHELL PLC | SPON ADS | $213K | 0.2% | 2,285 SH | New |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $811K | 0.7% | 2,401 SH | New |
| TAYLOR MORRISON HOME CORP | COM | $354K | 0.3%Prev: 0.3% | 6,073 SH | Decreased-1,974 SH |
| TESLA INC | COM | $1.1M | 0.9%Prev: 0.5% | 2,839 SH | Increased+138 SH |
| UNION PAC CORP | COM | $566K | 0.5%Prev: 0.4% | 2,333 SH | Decreased-131 SH |
| VALERO ENERGY CORP | COM | $243K | 0.2% | 982 SH | New |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $280K | 0.2%Prev: 0.2% | 1,301 SH | Increased |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $981K | 0.8%Prev: 0.6% | 6,627 SH | Increased |
| VERALTO CORP | COM SHS | $682K | 0.6%Prev: 1.1% | 7,711 SH | Decreased-8,947 SH |
| WALMART INC | COM | $411K | 0.3%Prev: 0.2% | 3,308 SH | Increased+269 SH |
| 13F-HR |
| 0001894830-26-000003 |
| $145.2M |
| View |
| Jul 29, 2025 | Q2 2025 | 13F-HR | 0001894830-25-000005 | $141.4M | View |
| Apr 29, 2026 | Q1 2026 | 13F-HR | 0001894830-26-000002 | $122.8M | View |
| May 7, 2025 | Q1 2025 | 13F-HR | 0001894830-25-000004 | $146.0M | View |