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CIK 0000760639 • 3 13F filings • Mar 13, 2026 – Jul 31, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $363K | 0.3%Prev: 0.4% | 1,573 SH | Decreased-937 SH |
| APPLE INC | COM | $559K | 0.4%Prev: 0.4% | 2,057 SH | Decreased-329 SH |
| CIBUS INC | CL A COM STK | $17K | 0.0%Prev: 0.0% | 10,000 SH | Increased |
| CISCO SYS INC | COM | $507K | 0.4%Prev: 0.5% | 6,581 SH | Decreased-46 SH |
| CUMMINS INC | COM | $678K | 0.5%Prev: 0.6% | 1,329 SH | Decreased-4 SH |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $363K | 0.3% | 8,533 SH | New |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $7.7M | 5.8%Prev: 6.3% | 236,126 SH | Decreased-12,020 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $1.2M | 0.9%Prev: 1.1% | 31,534 SH | Decreased-8,869 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $1.4M | 1.0%Prev: 0.7% | 28,115 SH | Increased+5,563 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $1.2M | 0.9% | 25,635 SH | New |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | $762K | 0.6% | 15,051 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $444K | 0.3%Prev: 0.5% | 9,496 SH | Decreased-4,772 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $48.2M | 36.2% | 1,216,820 SH | New |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $509K | 0.4% | 6,855 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $7.7M | 5.8%Prev: 5.7% | 109,863 SH | Decreased+901 SH |
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | $7.0M | 5.2%Prev: 5.4% | 94,044 SH | Decreased-7,724 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $41.4M | 31.1%Prev: 30.8% | 1,265,222 SH | Decreased-51,907 SH |
| ECOLAB INC | COM | $1.0M | 0.8%Prev: 0.7% | 3,932 SH | Decreased-24 SH |
| EXXON MOBIL CORP | COM | $415K | 0.3% | 3,450 SH | New |
| GE AEROSPACE | COM NEW | $451K | 0.3%Prev: 0.3% | 1,465 SH | Decreased+36 SH |
| GE VERNOVA INC | COM | $238K | 0.2%Prev: 0.3% | 364 SH | Decreased-31 SH |
| INVESTMENT MANAGERS SER TR I | FPA GBL EQTY ETF | $3.7M | 2.8%Prev: 2.7% | 100,615 SH | Decreased-4,962 SH |
| KEYCORP | COM | $971K | 0.7%Prev: 0.7% | 47,066 SH | Decreased-25 SH |
| MICROSOFT CORP | COM | $364K | 0.3%Prev: 0.2% | 753 SH | Increased+41 SH |
| MIDDLEFIELD BANC CORP | COM NEW | $793K | 0.6% | 22,953 SH | New |
| NEXTERA ENERGY INC | COM | $349K | 0.3% | 4,344 SH | New |
| NVIDIA CORPORATION | COM | $212K | 0.2%Prev: 0.2% | 1,139 SH | Decreased-173 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $387K | 0.3%Prev: 0.2% | 2,180 SH | Increased-13 SH |
| PARKER-HANNIFIN CORP | COM | $321K | 0.2%Prev: 0.2% | 364 SH | Decreased-5 SH |
| PROCTER AND GAMBLE CO | COM | $256K | 0.2% | 1,786 SH | New |
| PROGRESSIVE CORP | COM | $598K | 0.4%Prev: 0.4% | 2,625 SH | Decreased-285 SH |
| RBB FUND TRUST | FIRST EAGLE GBL | $409K | 0.3%Prev: 0.4% | 8,892 SH | Decreased-2,975 SH |
| SHERWIN WILLIAMS CO | COM | $1.1M | 0.8%Prev: 0.7% | 3,280 SH | Decreased+132 SH |
| STONE RIDGE TR | LIFEX 2035 INCM | $1.3M | 0.9%Prev: 0.8% | 14,901 SH | Increased |
| TESLA INC | COM | $290K | 0.2%Prev: 0.2% | 645 SH | Increased-20 SH |
| 13F-HR |
| 0000760639-26-000004 |
| $137.8M |
| View |