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CIK 0002070361 • 3 13F filings • Jan 26, 2026 – Aug 10, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $620K | 0.4%Prev: 0.4% | 1,981 SH | Decreased+46 SH |
| AMAZON COM INC | COM | $460K | 0.3%Prev: 0.3% | 1,992 SH | Decreased-234 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $3.0M | 2.1%Prev: 2.2% | 31,516 SH | Decreased-5,868 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $6.4M | 4.5%Prev: 4.0% | 62,384 SH | Decreased+6,862 SH |
| AMPLIFY ETF TR | CWP ENHANCED DIV | $1.4M | 1.0%Prev: 0.7% | 30,712 SH | Increased+4,445 SH |
| APPLE INC | COM | $1.4M | 1.0%Prev: 2.0% | 5,304 SH | Decreased-6,526 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $452K | 0.3%Prev: 0.3% | 900 SH | Decreased-52 SH |
| BLACKROCK DEBT STRATEGIES FD | COM NEW | $116K | 0.1% | 11,366 SH | New |
| BLACKROCK ETF TRUST II | ISHARES HIGH YIE | $502K | 0.4% | 10,319 SH | New |
| BLACKROCK ETF TRUST II | ISHARES SHORT-TE | $3.5M | 2.5% | 69,954 SH | New |
| BLACKROCK ETF TRUST II | SHORT DURATION H | $1.6M | 1.1% | 71,816 SH | New |
| BROADCOM INC | COM | $576K | 0.4%Prev: 0.3% | 1,665 SH | Decreased+129 SH |
| COSTCO WHSL CORP NEW | COM | $210K | 0.1% | 243 SH | New |
| DBX ETF TR | XTRACK MSCI EAFE | $380K | 0.3%Prev: 0.2% | 12,256 SH | Increased+775 SH |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $8.7M | 6.2% | 204,848 SH | New |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $6.7M | 4.8%Prev: 5.0% | 205,468 SH | Decreased-10,024 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $5.6M | 4.0%Prev: 3.4% | 112,717 SH | Decreased+4,604 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $14.8M | 10.5%Prev: 9.8% | 388,846 SH | Decreased-21,377 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $3.7M | 2.7%Prev: 2.9% | 53,678 SH | Decreased-16,325 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $676K | 0.5% | 20,560 SH | New |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $1.6M | 1.2%Prev: 1.0% | 50,178 SH | Decreased+3,122 SH |
| EXXON MOBIL CORP | COM | $355K | 0.3%Prev: 0.2% | 2,953 SH | Decreased+63 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $3.2M | 2.3% | 31,793 SH | New |
| ISHARES TR | 0-5 YR TIPS ETF | $255K | 0.2%Prev: 0.3% | 2,490 SH | Decreased-3,288 SH |
| ISHARES TR | BROAD USD HIGH | $3.5M | 2.5%Prev: 1.9% | 92,506 SH | Increased+1,716 SH |
| ISHARES TR | CALIF MUN BD ETF | $349K | 0.2%Prev: 0.2% | 6,070 SH | Decreased-870 SH |
| ISHARES TR | CORE S&P SCP ETF | $307K | 0.2%Prev: 0.2% | 2,557 SH | Decreased+300 SH |
| ISHARES TR | CORE S&P500 ETF | $8.4M | 5.9%Prev: 5.6% | 12,217 SH | Decreased-624 SH |
| ISHARES TR | MSCI EAFE ETF | $448K | 0.3%Prev: 0.2% | 4,661 SH | Increased+609 SH |
| ISHARES TR | RUS 1000 GRW ETF | $4.1M | 2.9%Prev: 2.5% | 8,578 SH | Decreased-26,216 SH |
| ISHARES TR | RUSSELL 2000 ETF | $345K | 0.2%Prev: 0.2% | 1,400 SH | Decreased-2 SH |
| ISHARES U S ETF TR | SHORT MATURITY M | $6.0M | 4.2% | 118,296 SH | New |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $1.4M | 1.0%Prev: 0.9% | 29,501 SH | Decreased-2,539 SH |
| JOHNSON & JOHNSON | COM | $215K | 0.2%Prev: 0.1% | 1,038 SH | Decreased+103 SH |
| JPMORGAN CHASE & CO. | COM | $452K | 0.3% | 1,404 SH | New |
| MCDONALDS CORP | COM | $248K | 0.2%Prev: 0.1% | 811 SH | Increased+45 SH |
| META PLATFORMS INC | CL A | $254K | 0.2%Prev: 0.2% | 385 SH | Decreased-108 SH |
| MICROSOFT CORP | COM | $908K | 0.6%Prev: 0.4% | 1,877 SH | Increased-90 SH |
| NVIDIA CORPORATION | COM | $507K | 0.4%Prev: 0.3% | 2,720 SH | Decreased-165 SH |
| RTX CORPORATION | COM | $207K | 0.1%Prev: 0.1% | 1,128 SH | Decreased-12 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $415K | 0.3% | 609 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $211K | 0.2% | 1,518 SH | New |
| TCW ETF TRUST | FLEXIBLE INCOME | $887K | 0.6%Prev: 0.5% | 22,411 SH | Decreased-1,674 SH |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $6.5M | 4.6%Prev: 4.0% | 129,779 SH | Decreased-9,720 SH |
| VANGUARD CALIF TAX FREE FDS | TAX EXEMPT BD FD | $1.5M | 1.1%Prev: 1.9% | 15,182 SH | Decreased-17,375 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $1.7M | 1.2%Prev: 1.2% | 3,533 SH | Decreased-21,333 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $261K | 0.2% | 830 SH | New |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $1.0M | 0.7%Prev: 0.7% | 3,709 SH | Decreased-264 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $1.1M | 0.8%Prev: 0.8% | 6,473 SH | Decreased-210 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $527K | 0.4%Prev: 0.3% | 2,486 SH | Decreased+22 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $3.5M | 2.5%Prev: 2.3% | 11,737 SH | Decreased+755 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $767K | 0.5%Prev: 0.5% | 2,288 SH | Decreased-8 SH |
| VANGUARD INDEX FDS | VALUE ETF | $19.3M | 13.7%Prev: 13.2% | 100,969 SH | Decreased-3,557 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.3M | 0.9%Prev: 0.8% | 23,914 SH | Decreased-240 SH |
| VANGUARD MALVERN FDS | CORE BD ETF | $1.7M | 1.2%Prev: 1.2% | 21,353 SH | Decreased-4,962 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.6M | 1.2%Prev: 1.3% | 32,715 SH | Decreased-11,624 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | $210K | 0.1%Prev: 0.1% | 679 SH | Decreased |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | $2.5M | 1.8%Prev: 1.7% | 37,074 SH | Decreased-7,281 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $201K | 0.1%Prev: 0.1% | 1,398 SH | Decreased |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $1.3M | 0.9%Prev: 0.8% | 13,754 SH | Decreased-1,293 SH |
| VERACYTE INC | COM | $253K | 0.2%Prev: 0.2% | 6,000 SH | Decreased+1,000 SH |
| WISDOMTREE TR | FLOATNG RAT TREA | $240K | 0.2%Prev: 0.1% | 4,773 SH | Increased+72 SH |
| 13F-HR |
| 0001754960-26-000317 |
| $155.3M |
| View |