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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 | $302K | 0.2%Prev: 0.2% | 965 SH | Increased |
| ALPHABET INC | CAP STK CL C | $952K | 0.7%Prev: 0.6% | 3,035 SH | Increased |
| AMAZON COM INC | COM | $532K | 0.4%Prev: 0.4% | 2,305 SH | Increased |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $1.3M | 1.0%Prev: 0.9% | 17,075 SH | Increased+2,827 SH |
| AMERICAN CENTY ETF TR | AVANTIS US SMALL | $221K | 0.2%Prev: 0.2% | 3,757 SH | Increased+33 SH |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | $573K | 0.4%Prev: 0.5% | 9,830 SH | Increased |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $300K | 0.2%Prev: 0.2% | 3,195 SH | Increased |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | $2.3M | 1.8%Prev: 2.0% | 52,381 SH | Decreased-1,037 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $848K | 0.7%Prev: 0.7% | 7,590 SH | Increased |
| AMERICAN CENTY ETF TR | US SML CP VALU | $4.0M | 3.1%Prev: 2.9% | 39,234 SH | Increased+4,273 SH |
| APPLE INC | COM | $1.7M | 1.3%Prev: 1.3% | 6,239 SH | Increased+3 SH |
| ARISTA NETWORKS INC | COM SHS | $210K | 0.2%Prev: 0.2% | 1,600 SH | Decreased |
| CISCO SYS INC | COM | $239K | 0.2%Prev: 0.2% | 3,097 SH | Increased+18 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $1.4M | 1.1%Prev: 0.9% | 42,863 SH | Increased+8,401 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $252K | 0.2%Prev: 0.2% | 5,045 SH | Increased |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $5.2M | 4.0%Prev: 3.6% | 135,604 SH | Increased+16,813 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $306K | 0.2%Prev: 0.2% | 8,892 SH | Increased |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $1.0M | 0.8%Prev: 0.6% | 31,645 SH | Increased+7,890 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $684K | 0.5%Prev: 0.5% | 17,994 SH | Increased |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $5.3M | 4.1%Prev: 3.7% | 71,519 SH | Increased+11,393 SH |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $3.8M | 2.9%Prev: 2.3% | 111,639 SH | Increased+27,032 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $590K | 0.5%Prev: 0.5% | 25,770 SH | Decreased |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $4.5M | 3.5%Prev: 3.4% | 64,557 SH | Increased+5,265 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $800K | 0.6%Prev: 0.6% | 24,321 SH | Increased+1,380 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $426K | 0.3%Prev: 0.3% | 7,150 SH | Increased |
| EA SERIES TRUST | EA BRIDGEWAY OMN | $354K | 0.3%Prev: 0.3% | 15,175 SH | Increased |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | $3.3M | 2.6%Prev: 2.7% | 44,562 SH | Increased+127 SH |
| INVESCO QQQ TR | UNIT SER 1 | $6.5M | 5.0%Prev: 5.3% | 10,501 SH | Increased |
| ISHARES GOLD TR | ISHARES NEW | $448K | 0.3%Prev: 0.4% | 5,517 SH | Increased-569 SH |
| ISHARES INC | CORE MSCI EMKT | $850K | 0.7%Prev: 0.7% | 12,647 SH | Increased |
| ISHARES TR | CORE MSCI EAFE | $1.1M | 0.9%Prev: 0.9% | 12,737 SH | Increased |
| ISHARES TR | CORE S&P SCP ETF | $3.4M | 2.6%Prev: 2.8% | 28,123 SH | Increased-24 SH |
| ISHARES TR | CORE S&P500 ETF | $2.3M | 1.7%Prev: 1.9% | 3,313 SH | Increased-6 SH |
| ISHARES TR | MSCI EAFE ETF | $470K | 0.4%Prev: 0.4% | 4,898 SH | Increased |
| ISHARES TR | MSCI EMG MKT ETF | $1.3M | 1.0%Prev: 1.1% | 24,613 SH | Increased-74 SH |
| ISHARES TR | RUS MID CAP ETF | $491K | 0.4%Prev: 0.4% | 5,105 SH | Decreased |
| ISHARES TR | RUSSELL 2000 ETF | $2.1M | 1.6%Prev: 1.7% | 8,499 SH | Increased-90 SH |
| ISHARES TR | S&P 500 VAL ETF | $1.3M | 1.0%Prev: 1.1% | 6,272 SH | Increased |
| MICROSOFT CORP | COM | $859K | 0.7%Prev: 0.8% | 1,776 SH | Decreased-36 SH |
| NVIDIA CORPORATION | COM | $2.7M | 2.0%Prev: 2.2% | 14,243 SH | Decreased+1 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $237K | 0.2%Prev: 0.2% | 7,249 SH | Decreased |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $2.6M | 2.0%Prev: 2.2% | 106,413 SH | Decreased-812 SH |
| SPDR GOLD TR | GOLD SHS | $1.1M | 0.9%Prev: 0.8% | 2,807 SH | Increased+121 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $8.1M | 6.2%Prev: 6.7% | 11,926 SH | Increased-48 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $17.4M | 13.4% | 177,464 SH | New |
| TESLA INC | COM | $202K | 0.2%Prev: 0.2% | 450 SH | Increased |
| VANECK ETF TRUST | JUNIOR GOLD MINE | $559K | 0.4%Prev: 0.4% | 4,911 SH | Increased |
| VANGUARD BD INDEX FDS | INTERMED TERM | $530K | 0.4%Prev: 0.4% | 6,801 SH | Increased+61 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $4.5M | 3.4%Prev: 2.9% | 56,654 SH | Increased+12,307 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $809K | 0.6%Prev: 0.7% | 1,659 SH | Increased |
| VANGUARD INDEX FDS | LARGE CAP ETF | $1.9M | 1.5%Prev: 1.6% | 6,015 SH | Increased-25 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $1.1M | 0.8%Prev: 0.9% | 12,490 SH | Increased+485 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $4.7M | 3.6%Prev: 3.7% | 7,522 SH | Increased+296 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.4M | 1.1%Prev: 1.2% | 5,516 SH | Increased-25 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $4.7M | 3.6%Prev: 3.9% | 13,974 SH | Increased-160 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $4.0M | 3.1%Prev: 3.5% | 74,216 SH | Decreased-2,411 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.3M | 1.0%Prev: 1.0% | 5,704 SH | Increased |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $9.9M | 7.6%Prev: 8.1% | 157,876 SH | Increased-3,339 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 |