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CIK 0002042337 • 2 13F filings • Apr 16, 2025 – Jul 22, 2025
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Past 2 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $211K | 0.2%Prev: 0.2% | 1,138 SH | Decreased+15 SH |
| AMAZON COM INC | COM | $693K | 0.5%Prev: 0.5% | 3,157 SH | Increased+229 SH |
| APPLE INC | COM | $1.7M | 1.3%Prev: 1.2% | 8,275 SH | Increased+1,822 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $515K | 0.4%Prev: 0.4% | 1,669 SH | Increased |
| BOEING CO | COM | $254K | 0.2%Prev: 0.2% | 1,211 SH | Increased+6 SH |
| COSTCO WHSL CORP NEW | COM | $300K | 0.2%Prev: 0.2% | 303 SH | Increased+3 SH |
| CURTISS WRIGHT CORP | COM | $305K | 0.2% | 624 SH | New |
| DANAHER CORPORATION | COM | $6.0M | 4.5%Prev: 5.2% | 30,340 SH | Decreased+147 SH |
| DARDEN RESTAURANTS INC | COM | $294K | 0.2%Prev: 0.2% | 1,347 SH | Increased |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $6.8M | 5.1%Prev: 5.5% | 161,032 SH | Increased+6,015 SH |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $6.4M | 4.7%Prev: 5.0% | 152,228 SH | Increased+9,216 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $1.4M | 1.1%Prev: 1.1% | 41,685 SH | Increased-1,332 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $8.2M | 6.1%Prev: 6.9% | 172,600 SH | Decreased-479 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $17.3M | 12.9%Prev: 13.9% | 360,829 SH | Increased+12,293 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $26.6M | 19.8%Prev: 19.2% | 741,701 SH | Increased+44,625 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $13.1M | 9.7%Prev: 9.3% | 195,364 SH | Increased+11,960 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $889K | 0.7%Prev: 0.7% | 21,032 SH | Increased-327 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $870K | 0.6%Prev: 0.8% | 16,116 SH | Decreased-2,003 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $20.9M | 15.6%Prev: 15.0% | 712,319 SH | Increased+28,144 SH |
| DISNEY WALT CO | COM | $533K | 0.4%Prev: 0.4% | 4,300 SH | Increased-34 SH |
| EMERSON ELEC CO | COM | $282K | 0.2%Prev: 0.2% | 2,116 SH | Increased |
| HOME DEPOT INC | COM | $252K | 0.2%Prev: 0.2% | 686 SH | Increased+10 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $230K | 0.2% | 780 SH | New |
| INTUIT | COM | $480K | 0.4%Prev: 0.3% | 609 SH | Increased |
| INVESCO QQQ TR | UNIT SER 1 | $681K | 0.5%Prev: 0.5% | 1,235 SH | Increased+2 SH |
| ISHARES TR | MICRO-CAP ETF | $264K | 0.2%Prev: 0.2% | 2,067 SH | Increased |
| ISHARES TR | MSCI ACWI EX US | $840K | 0.6%Prev: 0.6% | 13,779 SH | Increased |
| ISHARES TR | RUS 1000 GRW ETF | $1.2M | 0.9%Prev: 0.9% | 2,839 SH | Increased |
| ISHARES TR | RUS 2000 GRW ETF | $851K | 0.6%Prev: 0.6% | 2,978 SH | Increased |
| ISHARES TR | RUSSELL 2000 ETF | $402K | 0.3%Prev: 0.3% | 1,864 SH | Increased+129 SH |
| ISHARES TR | S&P MC 400GR ETF | $291K | 0.2%Prev: 0.2% | 3,202 SH | Increased+362 SH |
| JOHNSON & JOHNSON | COM | $337K | 0.3%Prev: 0.3% | 2,203 SH | Decreased+15 SH |
| JPMORGAN CHASE & CO. | COM | $377K | 0.3%Prev: 0.3% | 1,299 SH | Increased+12 SH |
| MARRIOTT INTL INC NEW | CL A | $1.1M | 0.8%Prev: 0.8% | 3,854 SH | Increased |
| MICROSOFT CORP | COM | $449K | 0.3%Prev: 0.2% | 904 SH | Increased+165 SH |
| NVIDIA CORPORATION | COM | $2.8M | 2.1%Prev: 1.5% | 17,685 SH | Increased+1,289 SH |
| ORACLE CORP | COM | $211K | 0.2% | 965 SH | New |
| QUALCOMM INC | COM | $255K | 0.2%Prev: 0.2% | 1,600 SH | Increased |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $241K | 0.2% | 7,992 SH | New |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $782K | 0.6%Prev: 0.4% | 35,390 SH | Increased+9,888 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $425K | 0.3%Prev: 0.2% | 17,418 SH | Increased+9,144 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $1.4M | 1.1%Prev: 0.9% | 57,775 SH | Increased+11,660 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $451K | 0.3%Prev: 0.2% | 16,082 SH | Increased+4,978 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $256K | 0.2% | 9,612 SH | New |
| SPROTT PHYSICAL SILVER TR | TR UNIT | $419K | 0.3%Prev: 0.3% | 34,200 SH | Increased |
| STRYKER CORPORATION | COM | $318K | 0.2%Prev: 0.2% | 803 SH | Increased+3 SH |
| TRUIST FINL CORP | COM | $2.3M | 1.7%Prev: 1.9% | 54,270 SH | Increased |
| UNION PAC CORP | COM | $393K | 0.3%Prev: 0.3% | 1,709 SH | Decreased |
| UNITED STATES ANTIMONY CORP | COM | $22K | 0.0% | 10,000 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $237K | 0.2% | 540 SH | New |
| VANGUARD INDEX FDS | SMALL CP ETF | $352K | 0.3%Prev: 0.3% | 1,486 SH | Increased |
| VANGUARD INDEX FDS | VALUE ETF | $242K | 0.2% | 1,371 SH | New |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $591K | 0.4%Prev: 0.4% | 10,360 SH | Increased |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $335K | 0.2%Prev: 0.3% | 2,511 SH | Increased+2 SH |
| VERALTO CORP | COM SHS | $1.0M | 0.7%Prev: 0.8% | 9,945 SH | Increased |