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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 | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $235K | 0.2%Prev: 0.3% | 965 SH | Decreased |
| ALPHABET INC | CAP STK CL C | $739K | 0.6%Prev: 0.9% | 3,035 SH | Decreased+65 SH |
| AMAZON COM INC | COM | $506K | 0.4%Prev: 0.4% | 2,305 SH | Increased+385 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $1.1M | 0.9%Prev: 1.2% | 14,248 SH | Decreased-1,095 SH |
| AMERICAN CENTY ETF TR | AVANTIS US SMALL | $213K | 0.2% | 3,724 SH | New |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | $564K | 0.5%Prev: 0.4% | 9,830 SH | Increased+1,905 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $284K | 0.2% | 3,195 SH | New |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | $2.4M | 2.0%Prev: 1.8% | 53,418 SH | Increased+9,171 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $825K | 0.7%Prev: 0.8% | 7,590 SH | Decreased-192 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $3.5M | 2.9%Prev: 3.6% | 34,961 SH | Decreased+305 SH |
| APPLE INC | COM | $1.6M | 1.3%Prev: 1.5% | 6,236 SH | Decreased+31 SH |
| ARISTA NETWORKS INC | COM SHS | $233K | 0.2%Prev: 0.2% | 1,600 SH | Decreased |
| CISCO SYS INC | COM | $211K | 0.2%Prev: 0.3% | 3,079 SH | Decreased-49 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $1.1M | 0.9%Prev: 2.0% | 34,462 SH | Decreased-23,657 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $233K | 0.2%Prev: 0.2% | 5,045 SH | Decreased |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $4.3M | 3.6%Prev: 3.9% | 118,791 SH | Decreased+7,196 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $292K | 0.2%Prev: 2.0% | 8,892 SH | Decreased-53,693 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $751K | 0.6%Prev: 0.9% | 23,755 SH | Decreased-8,008 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $642K | 0.5%Prev: 0.6% | 17,994 SH | Decreased+802 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $4.4M | 3.7% | 60,126 SH | New |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $2.8M | 2.3% | 84,607 SH | New |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $615K | 0.5% | 25,770 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $4.1M | 3.4%Prev: 5.4% | 59,292 SH | Decreased-35,110 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $730K | 0.6% | 22,941 SH | New |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $416K | 0.3%Prev: 0.4% | 7,150 SH | Decreased |
| EA SERIES TRUST | EA BRIDGEWAY OMN | $344K | 0.3% | 15,175 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | $3.3M | 2.7% | 44,435 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $6.3M | 5.3%Prev: 6.4% | 10,501 SH | Decreased+174 SH |
| ISHARES GOLD TR | ISHARES NEW | $443K | 0.4%Prev: 0.3% | 6,086 SH | Increased+1,265 SH |
| ISHARES INC | CORE MSCI EMKT | $834K | 0.7%Prev: 0.7% | 12,647 SH | Decreased+2,256 SH |
| ISHARES TR | CORE MSCI EAFE | $1.1M | 0.9%Prev: 0.9% | 12,737 SH | Decreased+1,106 SH |
| ISHARES TR | CORE S&P SCP ETF | $3.3M | 2.8%Prev: 3.2% | 28,147 SH | Decreased+2,446 SH |
| ISHARES TR | CORE S&P500 ETF | $2.2M | 1.9%Prev: 0.7% | 3,319 SH | Increased+2,153 SH |
| ISHARES TR | MSCI EAFE ETF | $457K | 0.4%Prev: 0.4% | 4,898 SH | Decreased+117 SH |
| ISHARES TR | MSCI EMG MKT ETF | $1.3M | 1.1%Prev: 1.4% | 24,687 SH | Decreased+754 SH |
| ISHARES TR | RUS MID CAP ETF | $493K | 0.4%Prev: 0.5% | 5,105 SH | Decreased |
| ISHARES TR | RUSSELL 2000 ETF | $2.1M | 1.7%Prev: 1.2% | 8,589 SH | Increased+3,932 SH |
| ISHARES TR | S&P 500 VAL ETF | $1.3M | 1.1%Prev: 0.7% | 6,272 SH | Increased+2,722 SH |
| MICROSOFT CORP | COM | $939K | 0.8%Prev: 0.6% | 1,812 SH | Increased+36 SH |
| NVIDIA CORPORATION | COM | $2.7M | 2.2%Prev: 2.2% | 14,242 SH | Increased+1,303 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $242K | 0.2%Prev: 0.2% | 7,249 SH | Decreased |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $2.6M | 2.2%Prev: 1.2% | 107,225 SH | Increased+48,391 SH |
| SPDR GOLD TR | GOLD SHS | $955K | 0.8%Prev: 0.5% | 2,686 SH | Increased+930 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $8.0M | 6.7% | 11,974 SH | New |
| SPDR SERIES TRUST | BLOOMBERG 1-3 MO | $2.3M | 1.9% | 24,988 SH | New |
| SPDR SERIES TRUST | BLOOMBERG 3-12 M | $11.2M | 9.4% | 112,300 SH | New |
| TESLA INC | COM | $200K | 0.2% | 450 SH | New |
| VANECK ETF TRUST | JUNIOR GOLD MINE | $486K | 0.4%Prev: 0.4% | 4,911 SH | Increased+370 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $526K | 0.4% | 6,740 SH | New |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $3.5M | 2.9%Prev: 2.7% | 44,347 SH | Increased+2,551 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $796K | 0.7%Prev: 0.7% | 1,659 SH | Decreased-7,910 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $1.9M | 1.6%Prev: 1.7% | 6,040 SH | Decreased+132 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $1.1M | 0.9%Prev: 0.9% | 12,005 SH | Decreased+446 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $4.4M | 3.7%Prev: 3.1% | 7,226 SH | Increased+1,899 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.4M | 1.2%Prev: 1.3% | 5,541 SH | Decreased+508 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $4.6M | 3.9%Prev: 2.1% | 14,134 SH | Increased+7,463 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $4.2M | 3.5%Prev: 2.3% | 76,627 SH | Increased+31,093 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.2M | 1.0%Prev: 1.0% | 5,704 SH | Increased+600 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $9.7M | 8.1%Prev: 6.5% | 161,215 SH | Increased+53,112 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 |