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CIK 0001909993 • 6 13F filings • Apr 22, 2025 – Jul 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $1.7M | 0.7%Prev: 0.5% | 5,342 SH | Increased+1,134 SH |
| ALPHABET INC | CAP STK CL C | $475K | 0.2% | 1,515 SH | New |
| AMAZON COM INC | COM | $4.5M | 2.0%Prev: 1.9% | 19,386 SH | Increased+157 SH |
| AMERICAN CENTY ETF TR | AVANTIS US LARG | $938K | 0.4%Prev: 0.4% | 11,933 SH | Increased |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $763K | 0.3%Prev: 0.3% | 9,908 SH | Increased |
| AMERICAN CENTY ETF TR | AVANTIS INTL SML | $1.0M | 0.5%Prev: 0.4% | 14,540 SH | Increased |
| AMERICAN CENTY ETF TR | AVANTIS US SMALL | $1.3M | 0.6%Prev: 0.6% | 22,286 SH | Increased |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | $1.5M | 0.7%Prev: 0.7% | 21,740 SH | Increased |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $1.4M | 0.6%Prev: 0.6% | 17,964 SH | Increased |
| AMGEN INC | COM | $524K | 0.2%Prev: 0.2% | 1,600 SH | Increased+100 SH |
| APPLE INC | COM | $7.2M | 3.2%Prev: 3.1% | 26,500 SH | Increased-76 SH |
| APPLIED MATLS INC | COM | $348K | 0.2%Prev: 0.1% | 1,356 SH | Increased-7 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $3.8M | 1.7%Prev: 1.7% | 5 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $312K | 0.1%Prev: 0.1% | 620 SH | Decreased |
| BLUE OWL CAPITAL CORPORATION | COM | $264K | 0.1%Prev: 0.1% | 21,250 SH | Decreased |
| BROADCOM INC | COM | $395K | 0.2%Prev: 0.2% | 1,140 SH | Increased |
| CHEVRON CORP NEW | COM | $918K | 0.4%Prev: 0.4% | 6,020 SH | Decreased+5 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $63.3M | 28.0%Prev: 27.8% | 1,267,615 SH | Increased-56,276 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $369K | 0.2%Prev: 0.2% | 9,695 SH | Increased+252 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $224K | 0.1% | 7,065 SH | New |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $600K | 0.3%Prev: 0.2% | 12,517 SH | Increased+2,170 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $486K | 0.2%Prev: 0.2% | 10,379 SH | Increased+383 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $345K | 0.2%Prev: 0.2% | 8,726 SH | Increased |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $32.2M | 14.3%Prev: 14.3% | 433,824 SH | Increased-573 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $205K | 0.1% | 5,391 SH | New |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $224K | 0.1% | 6,544 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $35.4M | 15.7%Prev: 15.6% | 760,873 SH | Increased-4,032 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $39.1M | 17.3%Prev: 17.6% | 561,605 SH | Increased-1,852 SH |
| DISNEY WALT CO | COM | $300K | 0.1%Prev: 0.1% | 2,633 SH | Decreased |
| GE AEROSPACE | COM NEW | $248K | 0.1%Prev: 0.1% | 804 SH | Increased+7 SH |
| INVESCO QQQ TR | UNIT SER 1 | $542K | 0.2%Prev: 0.3% | 883 SH | Decreased-34 SH |
| ISHARES TR | RUS 1000 GRW ETF | $7.7M | 3.4%Prev: 3.5% | 16,286 SH | Increased |
| ISHARES TR | RUS 1000 VAL ETF | $4.0M | 1.8%Prev: 1.8% | 18,930 SH | Increased |
| ISHARES TR | SELECT DIVID ETF | $396K | 0.2%Prev: 0.2% | 2,805 SH | Decreased |
| JPMORGAN CHASE & CO. | COM | $2.5M | 1.1%Prev: 1.1% | 7,828 SH | Increased |
| MCKESSON CORP | COM | $429K | 0.2%Prev: 0.2% | 523 SH | Increased |
| META PLATFORMS INC | CL A | $420K | 0.2%Prev: 0.2% | 636 SH | Increased+149 SH |
| MICRON TECHNOLOGY INC | COM | $339K | 0.2%Prev: 0.1% | 1,187 SH | Increased-100 SH |
| MICROSOFT CORP | COM | $4.0M | 1.8%Prev: 1.9% | 8,297 SH | Decreased+57 SH |
| NORFOLK SOUTHN CORP | COM | $318K | 0.1%Prev: 0.2% | 1,100 SH | Decreased |
| NVIDIA CORPORATION | COM | $2.3M | 1.0%Prev: 1.0% | 12,489 SH | Increased+242 SH |
| ORACLE CORP | COM | $317K | 0.1%Prev: 0.2% | 1,626 SH | Decreased+50 SH |
| PRIMERICA INC | COM | $1.3M | 0.6%Prev: 0.6% | 4,857 SH | Decreased |
| SEMPRA | COM | $206K | 0.1%Prev: 0.1% | 2,332 SH | Decreased |
| WELLS FARGO CO NEW | COM | $219K | 0.1% | 2,355 SH | New |
| WISDOMTREE TR | US LARGECAP DIVD | $255K | 0.1%Prev: 0.1% | 2,891 SH | Increased+15 SH |
| 13F-HR |
| 0001909993-26-000003 |
| $246.9M |
| View |
| Jul 28, 2025 | Q2 2025 | 13F-HR | 0001909993-25-000004 | $198.0M | View |
| Apr 15, 2026 | Q1 2026 | 13F-HR | 0001909993-26-000002 | $222.7M | View |
| Apr 22, 2025 | Q1 2025 | 13F-HR | 0001909993-25-000002 | $185.0M | View |