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CIK 0001910389 • 6 13F filings • May 2, 2025 – Aug 11, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $241K | 0.1% | 770 SH | New |
| AMAZON COM INC | COM | $283K | 0.1%Prev: 0.1% | 1,225 SH | Increased+193 SH |
| APPLE INC | COM | $931K | 0.4%Prev: 0.4% | 3,423 SH | Increased-103 SH |
| DARDEN RESTAURANTS INC | COM | $980K | 0.4% | 5,323 SH | New |
| DEERE & CO | COM | $219K | 0.1%Prev: 0.1% | 470 SH | Increased |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $13.6M | 5.7%Prev: 5.4% | 319,513 SH | Increased+32,120 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $3.7M | 1.6%Prev: 1.5% | 110,651 SH | Increased+6,248 SH |
| DIMENSIONAL ETF TRUST | GLOBAL CR ETF | $13.1M | 5.4%Prev: 5.3% | 241,207 SH | Increased+24,009 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $10.5M | 4.3%Prev: 4.2% | 275,198 SH | Increased+10,527 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $13.2M | 5.5%Prev: 5.2% | 274,861 SH | Increased+29,713 SH |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | $4.4M | 1.8%Prev: 1.8% | 86,232 SH | Increased+4,035 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $9.9M | 4.1%Prev: 4.0% | 142,178 SH | Increased+9,684 SH |
| ISHARES INC | CORE MSCI EMKT | $4.5M | 1.8%Prev: 2.0% | 66,220 SH | Increased-978 SH |
| ISHARES TR | CORE MSCI EAFE | $2.9M | 1.2%Prev: 1.3% | 32,809 SH | Increased+290 SH |
| ISHARES TR | CORE MSCI INTL | $6.5M | 2.7%Prev: 2.7% | 78,703 SH | Increased+2,746 SH |
| ISHARES TR | CORE S&P500 ETF | $625K | 0.3%Prev: 0.2% | 913 SH | Increased+239 SH |
| ISHARES TR | JPMORGAN USD EMG | $271K | 0.1%Prev: 0.1% | 2,812 SH | Decreased-309 SH |
| ISHARES TR | MSCI EAFE MIN VL | $286K | 0.1%Prev: 0.1% | 3,319 SH | Increased+197 SH |
| ISHARES TR | MSCI USA MIN VOL | $937K | 0.4%Prev: 0.4% | 9,947 SH | Increased+305 SH |
| ISHARES TR | NATIONAL MUN ETF | $4.9M | 2.0%Prev: 2.1% | 45,377 SH | Increased+1,289 SH |
| ISHARES TR | RUS 2000 GRW ETF | $608K | 0.3%Prev: 0.3% | 1,883 SH | Increased+10 SH |
| ISHARES TR | RUS 2000 VAL ETF | $790K | 0.3%Prev: 0.4% | 4,362 SH | Decreased-299 SH |
| ISHARES TR | SHRT NAT MUN ETF | $954K | 0.4%Prev: 0.4% | 8,939 SH | Increased+627 SH |
| MICROSOFT CORP | COM | $335K | 0.1%Prev: 0.1% | 693 SH | Increased+77 SH |
| NVIDIA CORPORATION | COM | $380K | 0.2%Prev: 0.2% | 2,037 SH | Increased+174 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $376K | 0.2% | 15,623 SH | New |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $326K | 0.1%Prev: 0.1% | 12,411 SH | Increased |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $39.6M | 16.5%Prev: 16.7% | 1,213,888 SH | Increased+30,487 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $38.0M | 15.8%Prev: 15.8% | 1,284,821 SH | Increased+54,469 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $1.1M | 0.4%Prev: 0.5% | 39,562 SH | Decreased-5,039 SH |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $1.5M | 0.6%Prev: 0.6% | 33,053 SH | Increased-94 SH |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $567K | 0.2%Prev: 0.2% | 12,103 SH | Increased+1,677 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $265K | 0.1%Prev: 0.1% | 389 SH | Increased |
| SPDR SERIES TRUST | BLOOMBERG EMERGI | $439K | 0.2%Prev: 0.2% | 20,564 SH | Decreased-1,919 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $2.3M | 1.0% | 75,126 SH | New |
| VANECK ETF TRUST | HIGH YLD MUNIETF | $1.5M | 0.6%Prev: 0.7% | 29,770 SH | Decreased-1,463 SH |
| VANECK ETF TRUST | JP MRGAN EM LOC | $246K | 0.1%Prev: 0.1% | 9,535 SH | Decreased-840 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $358K | 0.1%Prev: 0.1% | 4,538 SH | Increased+391 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $833K | 0.3%Prev: 0.4% | 11,249 SH | Increased+250 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $9.7M | 4.1%Prev: 4.2% | 19,979 SH | Increased-82 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $1.4M | 0.6%Prev: 0.6% | 6,665 SH | Increased+125 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $242K | 0.1%Prev: 0.1% | 940 SH | Increased-12 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $1.4M | 0.6%Prev: 0.6% | 4,740 SH | Increased+47 SH |
| VANGUARD INDEX FDS | VALUE ETF | $8.4M | 3.5%Prev: 3.4% | 43,753 SH | Increased+2,630 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $6.8M | 2.8%Prev: 2.9% | 126,632 SH | Increased+3,732 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $6.3M | 2.6%Prev: 3.2% | 125,979 SH | Decreased-17,228 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $23.1M | 9.6%Prev: 9.6% | 369,314 SH | Increased+6,144 SH |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | $493K | 0.2%Prev: 0.2% | 7,316 SH | Decreased-661 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $404K | 0.2%Prev: 0.2% | 2,814 SH | Increased-50 SH |
| 13F-HR |
| 0001951757-26-001209 |
| $289.0M |
| View |
| Aug 5, 2025 | Q2 2025 | 13F-HR | 0001951757-25-001022 | $206.7M | View |
| May 7, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000790 | $246.1M | View |
| May 2, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000498 | $188.7M | View |