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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 | $570K | 0.4% | 1,983 SH | |
| AMAZON COM INC | COM | $434K | 0.3% | 2,086 SH | |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $3.6M | 2.3% | 35,965 SH | |
| AMERICAN CENTY ETF TR | US SML CP VALU | $6.4M | 4.1% | 57,608 SH | |
| AMPLIFY ETF TR | CWP ENHANCED DIV | $1.3M | 0.8% | 28,391 SH | |
| APPLE INC | COM | $3.0M | 1.9% | 11,687 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $432K | 0.3% | 902 SH | |
| BLACKROCK ETF TRUST II | ISHARES HIGH YIE | $906K | 0.6% | 18,885 SH | |
| BLACKROCK ETF TRUST II | ISHARES SHORT-TE | $4.5M | 2.9% | 89,165 SH | |
| BLACKROCK ETF TRUST II | SHORT DURATION H | $2.0M | 1.3% | 89,076 SH | |
| BROADCOM INC | COM | $492K | 0.3% | 1,589 SH | |
| COSTCO WHOLESALE CORPORATION | COM | $219K | 0.1% | 220 SH | |
| DBX ETF TR | XTRACK MSCI EAFE | $373K | 0.2% | 11,521 SH | |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $11.0M | 7.1% | 259,828 SH | |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $7.4M | 4.7% | 217,654 SH | |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $5.9M | 3.8% | 111,474 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $15.6M | 10.1% | 400,792 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $3.7M | 2.4% | 52,057 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $714K | 0.5% | 20,385 SH | |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $1.6M | 1.0% | 47,429 SH | |
| EXXON MOBIL CORP | COM | $483K | 0.3% | 2,846 SH | |
| ISHARES TR | 0-3 MNTH TREASRY | $6.6M | 4.2% | 65,440 SH | |
| ISHARES TR | 0-5 YR TIPS ETF | $545K | 0.4% | 5,265 SH | |
| ISHARES TR | BROAD USD HIGH | $3.4M | 2.2% | 91,150 SH | |
| ISHARES TR | CALIF MUN BD ETF | $368K | 0.2% | 6,475 SH | |
| ISHARES TR | CORE S&P SCP ETF | $304K | 0.2% | 2,444 SH | |
| ISHARES TR | CORE S&P500 ETF | $8.3M | 5.3% | 12,701 SH | |
| ISHARES TR | MSCI EAFE ETF | $392K | 0.3% | 4,036 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $3.7M | 2.4% | 8,654 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $347K | 0.2% | 1,401 SH | |
| ISHARES U S ETF TR | SHORT MATURITY M | $6.3M | 4.0% | 124,805 SH | |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $1.5M | 0.9% | 30,950 SH | |
| JOHNSON & JOHNSON | COM | $229K | 0.1% | 935 SH | |
| JPMORGAN CHASE & CO | COM | $420K | 0.3% | 1,429 SH | |
| MCDONALDS CORP | COM | $247K | 0.2% | 794 SH | |
| META PLATFORMS INC | CL A | $245K | 0.2% | 428 SH | |
| MICROSOFT CORP | COM | $726K | 0.5% | 1,962 SH | |
| NORTHROP GRUMMAN CORP | COM | $205K | 0.1% | 300 SH | |
| NVIDIA CORPORATION | COM | $534K | 0.3% | 3,060 SH | |
| PIMCO ETF TR | INTER MUN BD ACT | $213K | 0.1% | 4,074 SH | |
| RTX CORPORATION | COM | $219K | 0.1% | 1,134 SH | |
| SELECT SECTOR SPDR TR | STATE STREET REA | $221K | 0.1% | 5,403 SH | |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $572K | 0.4% | 880 SH | |
| TCW ETF TRUST | FLEXIBLE INCOME | $914K | 0.6% | 23,280 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $268K | 0.2% | 3,646 SH | |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $6.7M | 4.3% | 133,611 SH | |
| VANGUARD CALIF TAX FREE FDS | TAX EXEMPT BD FD | $2.6M | 1.7% | 25,885 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $1.8M | 1.2% | 4,177 SH | |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $941K | 0.6% | 3,655 SH | |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $1.2M | 0.8% | 6,614 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $535K | 0.3% | 2,464 SH | |
| VANGUARD INDEX FDS | SML CP GRW ETF | $3.4M | 2.2% | 11,304 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $736K | 0.5% | 2,295 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $20.1M | 13.0% | 102,494 SH | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $204K | 0.1% | 2,715 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.3M | 0.8% | 24,370 SH | |
| VANGUARD MALVERN FDS | CORE BD ETF | $2.0M | 1.3% | 26,240 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.9M | 1.2% | 37,507 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | $200K | 0.1% | 679 SH | |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | $2.9M | 1.8% | 43,707 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $207K | 0.1% | 1,398 SH | |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $1.3M | 0.8% | 14,217 SH | |
| WISDOMTREE TR | FLOATNG RAT TREA | $237K | 0.2% | 4,701 SH |
| 13F-HR |
| 0001754960-26-000317 |
| $155.3M |
| View |