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CIK 0001904822 • 6 13F filings • Apr 10, 2025 – Jul 21, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $697K | 0.7% | 11,591 SH | |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | $464K | 0.5% | 9,830 SH | |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $223K | 0.2% | 3,195 SH | |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | $2.3M | 2.3% | 54,020 SH | |
| AMERICAN CENTY ETF TR | US EQT ETF | $681K | 0.7% | 7,367 SH | |
| AMERICAN CENTY ETF TR | US SML CP VALU | $2.5M | 2.5% | 29,154 SH | |
| APPLE INC | COM | $1.2M | 1.2% | 5,488 SH | |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $714K | 0.7% | 27,577 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $3.4M | 3.4% | 108,579 SH | |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $371K | 0.4% | 14,358 SH | |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $454K | 0.5% | 15,602 SH | |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $2.9M | 2.9% | 47,502 SH | |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $1.7M | 1.7% | 56,184 SH | |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $721K | 0.7% | 30,313 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $3.3M | 3.3% | 55,712 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $327K | 0.3% | 11,612 SH | |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $368K | 0.4% | 7,150 SH | |
| EA SERIES TRUST | EA BRIDGEWAY OMN | $295K | 0.3% | 15,175 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | $2.9M | 2.9% | 44,203 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $4.9M | 5.0% | 10,551 SH | |
| ISHARES INC | CORE MSCI EMKT | $672K | 0.7% | 12,447 SH | |
| ISHARES TR | CORE MSCI EAFE | $968K | 1.0% | 12,802 SH | |
| ISHARES TR | CORE S&P SCP ETF | $3.0M | 3.0% | 28,839 SH | |
| ISHARES TR | CORE S&P500 ETF | $1.9M | 1.9% | 3,431 SH | |
| ISHARES TR | MSCI EAFE ETF | $393K | 0.4% | 4,806 SH | |
| ISHARES TR | MSCI EMG MKT ETF | $1.1M | 1.1% | 25,156 SH | |
| ISHARES TR | RUS MID CAP ETF | $434K | 0.4% | 5,105 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $1.7M | 1.7% | 8,611 SH | |
| ISHARES TR | S&P 500 VAL ETF | $1.2M | 1.2% | 6,272 SH | |
| MICROSOFT CORP | COM | $686K | 0.7% | 1,828 SH | |
| NVIDIA CORPORATION | COM | $1.5M | 1.5% | 13,930 SH | |
| RECURSION PHARMACEUTICALS IN | CL A | $79K | 0.1% | 15,000 SH | |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $227K | 0.2% | 8,240 SH | |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $3.3M | 3.3% | 136,361 SH | |
| SPDR GOLD TR | GOLD SHS | $787K | 0.8% | 2,730 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $6.8M | 6.8% | 12,202 SH | |
| SPDR SER TR | BLOOMBERG 1-3 MO | $3.4M | 3.4% | 37,405 SH | |
| SPDR SER TR | BLOOMBERG 3-12 M | $10.9M | 10.9% | 109,605 SH | |
| VANECK ETF TRUST | JUNIOR GOLD MINE | $323K | 0.3% | 5,643 SH | |
| VANGUARD BD INDEX FDS | INTERMED TERM | $587K | 0.6% | 7,666 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $4.7M | 4.7% | 60,115 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $232K | 0.2% | 626 SH | |
| VANGUARD INDEX FDS | LARGE CAP ETF | $1.6M | 1.6% | 6,210 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $1.3M | 1.3% | 14,234 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.6M | 2.6% | 5,071 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.3M | 1.3% | 5,707 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $4.0M | 4.0% | 14,403 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $3.5M | 3.5% | 77,679 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.3M | 1.3% | 6,939 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $8.6M | 8.6% | 168,414 SH |
| 13F-HR |
| 0001904822-25-000005 |
| $118.9M |
| View |
| Jul 21, 2026 | Q2 2026 | 13F-HR | 0001904822-26-000003 | $119.2M | View |
| Jul 22, 2025 | Q2 2025 | 13F-HR | 0001904822-25-000004 | $110.6M | View |
| Jun 3, 2026 | Q1 2026 | 13F-HR | 0001904822-26-000002 | $132.1M | View |
| Apr 10, 2025 | Q1 2025 | 13F-HR | 0001904822-25-000003 | $99.8M | View |