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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 | $289K | 0.2% | 1,004 SH | New |
| ALPHABET INC | CAP STK CL C | $874K | 0.7% | 3,048 SH | New |
| AMAZON COM INC | COM | $477K | 0.4% | 2,289 SH | New |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $1.3M | 1.0%Prev: 0.7% | 16,702 SH | Increased+5,111 SH |
| AMERICAN CENTY ETF TR | AVANTIS US SMALL | $238K | 0.2% | 3,820 SH | New |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | $573K | 0.4%Prev: 0.5% | 9,555 SH | Increased-275 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $444K | 0.3%Prev: 0.2% | 4,446 SH | Increased+1,251 SH |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | $2.3M | 1.8%Prev: 2.3% | 52,542 SH | Decreased-1,478 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $844K | 0.6%Prev: 0.7% | 7,592 SH | Increased+225 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $4.3M | 3.3%Prev: 2.5% | 38,948 SH | Increased+9,794 SH |
| APPLE INC | COM | $1.6M | 1.2%Prev: 1.2% | 6,363 SH | Increased+875 SH |
| CISCO SYS INC | COM | $242K | 0.2% | 3,114 SH | New |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $2.1M | 1.6%Prev: 0.7% | 63,434 SH | Increased+35,857 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $266K | 0.2% | 5,045 SH | New |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $5.3M | 4.0%Prev: 3.4% | 135,444 SH | Increased+26,865 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $2.0M | 1.5% | 55,694 SH | New |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $1.1M | 0.8%Prev: 0.4% | 31,625 SH | Increased+17,267 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $710K | 0.5%Prev: 0.5% | 17,994 SH | Increased+2,392 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $5.7M | 4.3%Prev: 2.9% | 80,285 SH | Increased+32,783 SH |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $4.6M | 3.5%Prev: 1.7% | 129,154 SH | Increased+72,970 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $663K | 0.5%Prev: 0.7% | 28,043 SH | Decreased-2,270 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $4.8M | 3.6%Prev: 3.3% | 67,173 SH | Increased+11,461 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $1.1M | 0.9%Prev: 0.3% | 32,333 SH | Increased+20,721 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $447K | 0.3%Prev: 0.4% | 7,150 SH | Increased |
| EA SERIES TRUST | EA BRIDGEWAY OMN | $385K | 0.3%Prev: 0.3% | 15,175 SH | Increased |
| FLEXSHARES TR | QUALT DIVD IDX | $258K | 0.2% | 3,260 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | $3.4M | 2.5%Prev: 2.9% | 44,727 SH | Increased+524 SH |
| INVESCO QQQ TR | UNIT SER 1 | $6.0M | 4.5%Prev: 5.0% | 10,327 SH | Increased-224 SH |
| ISHARES GOLD TR | ISHARES NEW | $425K | 0.3% | 4,821 SH | New |
| ISHARES INC | CORE MSCI EMKT | $782K | 0.6%Prev: 0.7% | 11,211 SH | Increased-1,236 SH |
| ISHARES INC | MSCI EMRG CHN | $221K | 0.2% | 2,815 SH | New |
| ISHARES TR | CORE MSCI EAFE | $1.1M | 0.8%Prev: 1.0% | 12,279 SH | Increased-523 SH |
| ISHARES TR | CORE S&P SCP ETF | $3.5M | 2.6%Prev: 3.0% | 28,000 SH | Increased-839 SH |
| ISHARES TR | CORE S&P500 ETF | $1.9M | 1.4%Prev: 1.9% | 2,913 SH | Decreased-518 SH |
| ISHARES TR | MSCI EAFE ETF | $465K | 0.4%Prev: 0.4% | 4,791 SH | Increased-15 SH |
| ISHARES TR | MSCI EMG MKT ETF | $1.4M | 1.1%Prev: 1.1% | 24,563 SH | Increased-593 SH |
| ISHARES TR | RUS MID CAP ETF | $496K | 0.4%Prev: 0.4% | 5,105 SH | Increased |
| ISHARES TR | RUSSELL 2000 ETF | $2.0M | 1.5%Prev: 1.7% | 7,886 SH | Increased-725 SH |
| ISHARES TR | S&P 500 VAL ETF | $1.3M | 1.0%Prev: 1.2% | 6,154 SH | Increased-118 SH |
| MICROSOFT CORP | COM | $664K | 0.5%Prev: 0.7% | 1,793 SH | Decreased-35 SH |
| NVIDIA CORPORATION | COM | $2.3M | 1.7%Prev: 1.5% | 12,928 SH | Increased-1,002 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $239K | 0.2%Prev: 0.2% | 7,249 SH | Increased-991 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $2.5M | 1.9%Prev: 3.3% | 104,595 SH | Decreased-31,766 SH |
| SPDR GOLD TR | GOLD SHS | $1.2M | 0.9%Prev: 0.8% | 2,859 SH | Increased+129 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $19.3M | 14.6% | 196,103 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $7.7M | 5.8% | 11,829 SH | New |
| VANECK ETF TRUST | JUNIOR GOLD MINE | $545K | 0.4%Prev: 0.3% | 4,541 SH | Increased-1,102 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $510K | 0.4%Prev: 0.6% | 6,607 SH | Decreased-1,059 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $4.8M | 3.6%Prev: 4.7% | 61,068 SH | Increased+953 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $722K | 0.5%Prev: 0.2% | 1,653 SH | Increased+1,027 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $1.8M | 1.3%Prev: 1.6% | 5,914 SH | Increased-296 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $1.2M | 0.9%Prev: 1.3% | 13,183 SH | Decreased-1,051 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $4.4M | 3.4%Prev: 2.6% | 7,439 SH | Increased+2,368 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.4M | 1.1%Prev: 1.3% | 5,445 SH | Increased-262 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $4.4M | 3.3%Prev: 4.0% | 13,654 SH | Increased-749 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $3.2M | 2.4%Prev: 3.5% | 59,786 SH | Decreased-17,893 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.2M | 0.9%Prev: 1.3% | 5,704 SH | Decreased-1,235 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $8.1M | 6.1%Prev: 8.6% | 126,416 SH | Decreased-41,998 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 |