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CIK 0002070361 • 3 13F filings • Jan 26, 2026 – Aug 10, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $462K | 0.3% | 795 SH | New |
| ALPHABET INC | CAP STK CL A | $692K | 0.4%Prev: 0.4% | 1,935 SH | Increased-48 SH |
| AMAZON COM INC | COM | $531K | 0.3%Prev: 0.3% | 2,226 SH | Increased+140 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $3.9M | 2.2%Prev: 2.3% | 37,384 SH | Increased+1,419 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $6.9M | 4.0%Prev: 4.1% | 55,522 SH | Increased-2,086 SH |
| AMPLIFY ETF TR | CWP ENHANCED DIV | $1.2M | 0.7%Prev: 0.8% | 26,267 SH | Decreased-2,124 SH |
| APPLE INC | COM | $3.4M | 2.0%Prev: 1.9% | 11,830 SH | Increased+143 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $476K | 0.3%Prev: 0.3% | 952 SH | Increased+50 SH |
| BLACKROCK ETF TRUST II | ISH HIG MUN ETF | $1.1M | 0.6% | 22,144 SH | New |
| BLACKROCK ETF TRUST II | ISHA SH TERM ETF | $4.9M | 2.8% | 96,404 SH | New |
| BLACKROCK ETF TRUST II | SHOR DURA HI ETF | $2.2M | 1.3% | 96,134 SH | New |
| BROADCOM INC | COM | $580K | 0.3%Prev: 0.3% | 1,536 SH | Increased-53 SH |
| COSTCO WHOLESALE CORPORATION | COM | $218K | 0.1%Prev: 0.1% | 233 SH | Decreased+13 SH |
| DBX ETF TR | XTRACK MSCI EAFE | $369K | 0.2%Prev: 0.2% | 11,481 SH | Decreased-40 SH |
| DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | $12.2M | 7.1% | 290,189 SH | New |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $8.7M | 5.0%Prev: 4.7% | 215,492 SH | Increased-2,162 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $5.8M | 3.4%Prev: 3.8% | 108,113 SH | Decreased-3,361 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $16.9M | 9.8%Prev: 10.1% | 410,223 SH | Increased+9,431 SH |
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | $211K | 0.1% | 2,576 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $5.0M | 2.9%Prev: 2.4% | 70,003 SH | Increased+17,946 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $1.7M | 1.0%Prev: 1.0% | 47,056 SH | Increased-373 SH |
| ELI LILLY & CO | COM | $215K | 0.1% | 179 SH | New |
| EXXON MOBIL CORP | COM | $395K | 0.2%Prev: 0.3% | 2,890 SH | Decreased+44 SH |
| ISHARES TR | 0-3 MTH TREASURY | $7.0M | 4.0% | 69,151 SH | New |
| ISHARES TR | 0-5 YR TIPS ETF | $590K | 0.3%Prev: 0.4% | 5,778 SH | Increased+513 SH |
| ISHARES TR | BROAD USD HIGH | $3.4M | 1.9%Prev: 2.2% | 90,790 SH | Increased-360 SH |
| ISHARES TR | CALIF MUN BD ETF | $400K | 0.2%Prev: 0.2% | 6,940 SH | Increased+465 SH |
| ISHARES TR | CORE S&P SCP ETF | $335K | 0.2%Prev: 0.2% | 2,257 SH | Increased-187 SH |
| ISHARES TR | CORE S&P500 ETF | $9.6M | 5.6%Prev: 5.3% | 12,841 SH | Increased+140 SH |
| ISHARES TR | MSCI EAFE ETF | $421K | 0.2%Prev: 0.3% | 4,052 SH | Increased+16 SH |
| ISHARES TR | MSCI EMG MKT ETF | $222K | 0.1% | 3,251 SH | New |
| ISHARES TR | RUS 1000 GRW ETF | $4.3M | 2.5%Prev: 2.4% | 34,794 SH | Increased+26,140 SH |
| ISHARES TR | RUSSELL 2000 ETF | $421K | 0.2%Prev: 0.2% | 1,402 SH | Increased+1 SH |
| ISHARES U S ETF TR | SHOR MAT MUN ETF | $6.4M | 3.7% | 127,864 SH | New |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $1.5M | 0.9%Prev: 0.9% | 32,040 SH | Increased+1,090 SH |
| JOHNSON & JOHNSON | COM | $237K | 0.1%Prev: 0.1% | 935 SH | Increased |
| JPMORGAN CHASE & CO | COM | $452K | 0.3%Prev: 0.3% | 1,382 SH | Increased-47 SH |
| MCDONALDS CORP | COM | $207K | 0.1%Prev: 0.2% | 766 SH | Decreased-28 SH |
| META PLATFORMS INC | CL A | $278K | 0.2%Prev: 0.2% | 493 SH | Increased+65 SH |
| MICRON TECHNOLOGY INC | COM | $277K | 0.2% | 240 SH | New |
| MICROSOFT CORP | COM | $734K | 0.4%Prev: 0.5% | 1,967 SH | Increased+5 SH |
| NVIDIA CORPORATION | COM | $577K | 0.3%Prev: 0.3% | 2,885 SH | Increased-175 SH |
| PIMCO ETF TR | INTER MUN BD ACT | $214K | 0.1%Prev: 0.1% | 4,074 SH | Increased |
| RTX CORPORATION | COM | $216K | 0.1%Prev: 0.1% | 1,140 SH | Decreased+6 SH |
| SELECT SECTOR SPDR TR | ST STR REAL ETF | $242K | 0.1% | 5,500 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $657K | 0.4%Prev: 0.4% | 880 SH | Increased |
| TCW ETF TRUST | FLEXIBLE INCOME | $944K | 0.5%Prev: 0.6% | 24,085 SH | Increased+805 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $309K | 0.2%Prev: 0.2% | 4,209 SH | Increased+563 SH |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $6.9M | 4.0%Prev: 4.3% | 139,499 SH | Increased+5,888 SH |
| VANGUARD CALIF TAX FREE FDS | TAX EXEMPT BD FD | $3.3M | 1.9%Prev: 1.7% | 32,557 SH | Increased+6,672 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $2.1M | 1.2%Prev: 1.2% | 24,866 SH | Increased+20,689 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $1.2M | 0.7%Prev: 0.6% | 3,973 SH | Increased+318 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $1.3M | 0.8%Prev: 0.8% | 6,683 SH | Increased+69 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $599K | 0.3%Prev: 0.3% | 2,464 SH | Increased |
| VANGUARD INDEX FDS | SML CP GRW ETF | $4.0M | 2.3%Prev: 2.2% | 10,982 SH | Increased-322 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $850K | 0.5%Prev: 0.5% | 2,296 SH | Increased+1 SH |
| VANGUARD INDEX FDS | VALUE ETF | $22.8M | 13.2%Prev: 13.0% | 104,526 SH | Increased+2,032 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $227K | 0.1%Prev: 0.1% | 2,715 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.4M | 0.8%Prev: 0.8% | 24,154 SH | Increased-216 SH |
| VANGUARD MALVERN FDS | CORE BD ETF | $2.0M | 1.2%Prev: 1.3% | 26,315 SH | Increased+75 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $2.2M | 1.3%Prev: 1.2% | 44,339 SH | Increased+6,832 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | $230K | 0.1%Prev: 0.1% | 679 SH | Increased |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | $3.0M | 1.7%Prev: 1.8% | 44,355 SH | Increased+648 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $221K | 0.1%Prev: 0.1% | 1,398 SH | Increased |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $1.4M | 0.8%Prev: 0.8% | 15,047 SH | Increased+830 SH |
| VERACYTE INC | COM | $294K | 0.2% | 5,000 SH | New |
| WISDOMTREE TR | FLOATNG RAT TREA | $237K | 0.1%Prev: 0.2% | 4,701 SH | Increased |
| 13F-HR |
| 0001754960-26-000317 |
| $155.3M |
| View |