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CIK 0002129940 • 3 13F filings • May 13, 2026 – Aug 17, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $546K | 0.5%Prev: 1.1% | 2,551 SH | Decreased-40 SH |
| ALPHABET INC | CAP STK CL A | $563K | 0.5%Prev: 0.5% | 1,800 SH | Decreased+14 SH |
| ALPHABET INC | CAP STK CL C | $340K | 0.3%Prev: 0.3% | 1,085 SH | Decreased+12 SH |
| AMAZON COM INC | COM | $510K | 0.4%Prev: 0.3% | 2,211 SH | Increased+670 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $6.0M | 5.1%Prev: 5.4% | 73,288 SH | Decreased-10,982 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $3.1M | 2.6%Prev: 2.6% | 33,380 SH | Decreased-1,323 SH |
| APPLE INC | COM | $9.5M | 8.0%Prev: 6.6% | 35,046 SH | Increased+3,494 SH |
| BRITISH AMERN TOB PLC | SPONSORED ADR | $344K | 0.3%Prev: 0.3% | 6,068 SH | Decreased-194 SH |
| BROADCOM INC | COM | $278K | 0.2%Prev: 0.3% | 804 SH | Decreased-136 SH |
| DIMENSIONAL ETF TRUST | DIMENSIONAL INTL | $1.4M | 1.2% | 21,171 SH | New |
| DIMENSIONAL ETF TRUST | DIMENSIONAL US | $1.9M | 1.6%Prev: 1.7% | 31,339 SH | Decreased-5,050 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $6.0M | 5.1%Prev: 5.8% | 182,507 SH | Decreased-13,504 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS HI | $405K | 0.3%Prev: 0.5% | 12,570 SH | Decreased-2,052 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $400K | 0.3%Prev: 0.4% | 11,843 SH | Decreased-2,157 SH |
| DIMENSIONAL ETF TRUST | GLOBAL CR ETF | $8.1M | 6.8%Prev: 6.9% | 149,047 SH | Decreased-25,653 SH |
| DIMENSIONAL ETF TRUST | GLOBAL EX US COR | $859K | 0.7% | 16,316 SH | New |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $1.0M | 0.9%Prev: 1.0% | 39,134 SH | Decreased-6,826 SH |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $247K | 0.2%Prev: 0.3% | 5,763 SH | Decreased-2,932 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $752K | 0.6%Prev: 0.4% | 15,076 SH | Increased+4,402 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $1.7M | 1.4%Prev: 1.5% | 48,944 SH | Decreased-5,657 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $2.0M | 1.7%Prev: 1.8% | 62,156 SH | Decreased-10,431 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $4.7M | 3.9%Prev: 2.4% | 97,114 SH | Increased+29,819 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $1.2M | 1.0% | 25,345 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $2.5M | 2.1% | 63,817 SH | New |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $2.1M | 1.7% | 28,012 SH | New |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $6.2M | 5.2% | 164,206 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $392K | 0.3%Prev: 0.3% | 8,406 SH | Decreased+111 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $227K | 0.2%Prev: 0.2% | 3,252 SH | Decreased-3 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $477K | 0.4%Prev: 0.6% | 10,991 SH | Decreased-7,248 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $580K | 0.5%Prev: 0.1% | 9,749 SH | Increased+6,859 SH |
| EA SERIES TRUST | EA BRIDGEWAY OMN | $988K | 0.8% | 42,407 SH | New |
| ELI LILLY & CO | COM | $203K | 0.2% | 189 SH | New |
| EXXON MOBIL CORP | COM | $405K | 0.3%Prev: 0.3% | 3,367 SH | Decreased-105 SH |
| GLOBAL X FDS | ARTIFICIAL ETF | $632K | 0.5%Prev: 0.6% | 12,429 SH | Decreased-10 SH |
| GLOBAL X FDS | NASDAQ 100 COVER | $637K | 0.5%Prev: 0.5% | 36,067 SH | Decreased-2,240 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $244K | 0.2% | 823 SH | New |
| ISHARES TR | CORE MSCI INTL | $1.1M | 1.0%Prev: 0.6% | 13,810 SH | Increased+4,761 SH |
| ISHARES TR | CORE S&P TTL STK | $27.4M | 23.0%Prev: 24.5% | 184,230 SH | Decreased-21,742 SH |
| ISHARES TR | CORE US AGGBD ET | $954K | 0.8%Prev: 0.7% | 9,555 SH | Decreased-738 SH |
| MCDONALDS CORP | COM | $353K | 0.3%Prev: 0.2% | 1,155 SH | Increased-15 SH |
| META PLATFORMS INC | CL A | $372K | 0.3%Prev: 0.2% | 564 SH | Increased+13 SH |
| MICROSOFT CORP | COM | $918K | 0.8%Prev: 0.4% | 1,897 SH | Increased+435 SH |
| NVIDIA CORPORATION | COM | $2.5M | 2.1%Prev: 1.5% | 13,181 SH | Increased+2,574 SH |
| PACER FDS TR | US CASH COWS 100 | $343K | 0.3%Prev: 0.2% | 5,705 SH | Increased+703 SH |
| SHOPIFY INC | CL A SUB VTG SHS | $315K | 0.3%Prev: 0.2% | 1,957 SH | Increased+3 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $456K | 0.4% | 1,499 SH | New |
| TESLA INC | COM | $670K | 0.6% | 1,489 SH | New |
| UNITEDHEALTH GROUP INC | COM | $405K | 0.3%Prev: 0.4% | 1,228 SH | Decreased-69 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $621K | 0.5%Prev: 0.3% | 991 SH | Increased+445 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $6.3M | 5.3%Prev: 6.0% | 29,851 SH | Decreased-4,533 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $207K | 0.2% | 4,177 SH | New |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $495K | 0.4%Prev: 0.3% | 8,262 SH | Increased+1,326 SH |
| VANGUARD SCOTTSDALE FDS | TOTAL WLD BD ETF | $6.7M | 5.6%Prev: 5.6% | 97,013 SH | Decreased-15,860 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $509K | 0.4%Prev: 0.3% | 8,154 SH | Increased+2,678 SH |
| WALMART INC | COM | $351K | 0.3%Prev: 0.3% | 3,155 SH | Decreased-77 SH |
| WASTE MGMT INC DEL | COM | $249K | 0.2%Prev: 0.2% | 1,134 SH | Decreased-7 SH |
| WISDOMTREE TR | GLB HIGH DIV FD | $312K | 0.3%Prev: 0.3% | 5,066 SH | Decreased-86 SH |
| 13F-HR |
| 0002129940-26-000002 |
| $123.8M |
| View |