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CIK 0002111080 • 2 13F filings • May 8, 2026 – Jul 27, 2026
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Past 2 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $328K | 0.3% | 1,376 SH | New |
| APPLE INC | COM | $366K | 0.3% | 1,265 SH | New |
| DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | $980K | 0.8% | 23,219 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $4.1M | 3.5%Prev: 3.2% | 100,233 SH | Increased+9,674 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS HI | $2.1M | 1.8%Prev: 1.5% | 50,031 SH | Increased+5,305 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $2.1M | 1.8%Prev: 1.6% | 48,924 SH | Increased+5,601 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $704K | 0.6%Prev: 0.6% | 17,516 SH | Increased+294 SH |
| DIMENSIONAL ETF TRUST | GLOB CO PLUS ETF | $9.1M | 7.7% | 166,233 SH | New |
| DIMENSIONAL ETF TRUST | GLOBAL CR ETF | $5.6M | 4.8%Prev: 5.3% | 102,127 SH | Increased+6,536 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $1.9M | 1.6%Prev: 1.6% | 65,756 SH | Increased+5,328 SH |
| DIMENSIONAL ETF TRUST | INTL COR FIX ETF | $489K | 0.4% | 9,123 SH | New |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $1.4M | 1.2%Prev: 1.3% | 34,243 SH | Increased+874 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $9.9M | 8.4%Prev: 8.5% | 265,082 SH | Increased+32,431 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $3.3M | 2.8%Prev: 2.8% | 96,610 SH | Increased+11,865 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $3.2M | 2.8%Prev: 2.9% | 80,764 SH | Increased+9,697 SH |
| DIMENSIONAL ETF TRUST | SHOR DUR FIX ETF | $1.2M | 1.0% | 24,506 SH | New |
| DIMENSIONAL ETF TRUST | ULTR FIX INC ETF | $216K | 0.2% | 4,254 SH | New |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $41.0M | 35.0% | 925,242 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $5.5M | 4.7%Prev: 5.0% | 106,552 SH | Increased-2,251 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROF ETF | $10.7M | 9.1% | 257,260 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $11.0M | 9.3% | 282,436 SH | New |
| MICROSOFT CORP | COM | $245K | 0.2% | 658 SH | New |
| NVIDIA CORPORATION | COM | $384K | 0.3% | 1,919 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.5M | 1.3%Prev: 1.4% | 4,183 SH | Increased-8 SH |