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CIK 0002011052 • 6 13F filings • May 13, 2025 – Jul 23, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $207K | 0.1% | 905 SH | New |
| ALPHABET INC | CAP STK CL A | $762K | 0.2%Prev: 0.2% | 2,434 SH | Increased+73 SH |
| ALPHABET INC | CAP STK CL C | $464K | 0.2%Prev: 0.1% | 1,480 SH | Increased+57 SH |
| AMAZON COM INC | COM | $1.2M | 0.4%Prev: 0.4% | 5,276 SH | Increased+251 SH |
| AMERICAN CENTY ETF TR | AVANTIS ALL EQT | $613K | 0.2%Prev: 0.2% | 7,136 SH | Decreased-762 SH |
| AMERICAN CENTY ETF TR | AVANTIS CORE FI | $975K | 0.3%Prev: 0.5% | 23,267 SH | Decreased-8,655 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $1.3M | 0.4%Prev: 0.5% | 17,281 SH | Decreased-594 SH |
| AMERICAN CENTY ETF TR | AVANTIS SHFXDINC | $1.6M | 0.5%Prev: 0.6% | 33,742 SH | Decreased-3,773 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $1.5M | 0.5%Prev: 0.5% | 18,293 SH | Increased-554 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $5.5M | 1.8%Prev: 1.9% | 49,455 SH | Increased-442 SH |
| APPLE INC | COM | $3.1M | 1.0%Prev: 1.0% | 11,518 SH | Increased+303 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $371K | 0.1%Prev: 0.1% | 739 SH | Increased+20 SH |
| BROADCOM INC | COM | $363K | 0.1%Prev: 0.1% | 1,048 SH | Increased+63 SH |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $201K | 0.1%Prev: 0.1% | 4,722 SH | Decreased-1,231 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $21.5M | 7.1%Prev: 7.1% | 650,541 SH | Increased+18,590 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $722K | 0.2%Prev: 0.2% | 22,163 SH | Increased |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $2.1M | 0.7%Prev: 0.7% | 54,649 SH | Decreased-3,909 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $43.4M | 14.2%Prev: 13.9% | 1,258,671 SH | Increased+37,336 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $610K | 0.2%Prev: 0.4% | 12,724 SH | Decreased-13,889 SH |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | $329K | 0.1%Prev: 0.3% | 6,495 SH | Decreased-13,202 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $101.1M | 33.2%Prev: 33.8% | 2,554,389 SH | Increased+38,512 SH |
| ELI LILLY & CO | COM | $780K | 0.3%Prev: 0.2% | 726 SH | Increased+29 SH |
| EXXON MOBIL CORP | COM | $213K | 0.1% | 1,769 SH | New |
| ISHARES TR | CORE S&P TTL STK | $620K | 0.2%Prev: 0.2% | 4,168 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $273K | 0.1%Prev: 0.1% | 399 SH | Increased-9 SH |
| ISHARES TR | S&P 500 GRWT ETF | $1.2M | 0.4%Prev: 0.4% | 9,739 SH | Increased |
| JPMORGAN CHASE & CO. | COM | $453K | 0.1%Prev: 0.1% | 1,406 SH | Increased+54 SH |
| META PLATFORMS INC | CL A | $671K | 0.2%Prev: 0.2% | 1,016 SH | Decreased+41 SH |
| MICROSOFT CORP | COM | $1.1M | 0.4%Prev: 0.4% | 2,206 SH | Increased+157 SH |
| NVIDIA CORPORATION | COM | $3.4M | 1.1%Prev: 1.2% | 18,445 SH | Increased+131 SH |
| SPDR GOLD TR | GOLD SHS | $290K | 0.1%Prev: 0.1% | 733 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $432K | 0.1%Prev: 0.2% | 634 SH | Decreased-25 SH |
| UNITED PARCEL SERVICE INC | CL B | $321K | 0.1%Prev: 0.1% | 3,235 SH | Increased+135 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $13.4M | 4.4%Prev: 4.7% | 170,491 SH | Increased+687 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $37.6M | 12.3%Prev: 12.0% | 507,753 SH | Increased+43,071 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $401K | 0.1% | 8,290 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $216K | 0.1%Prev: 0.1% | 442 SH | Decreased-11 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $241K | 0.1%Prev: 0.1% | 764 SH | Decreased-33 SH |
| VANGUARD INSTL INDEX FD | 0-3 MO TREAS BIL | $348K | 0.1% | 4,612 SH | New |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $2.5M | 0.8%Prev: 0.5% | 49,646 SH | Increased+23,120 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $313K | 0.1% | 3,737 SH | New |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $49.3M | 16.2%Prev: 15.9% | 618,534 SH | Increased+45,306 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $370K | 0.1%Prev: 0.1% | 1,683 SH | Increased-24 SH |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | $2.0M | 0.7%Prev: 0.5% | 20,104 SH | Increased+6,662 SH |
| VISA INC | COM CL A | $226K | 0.1%Prev: 0.1% | 644 SH | Increased+19 SH |
| 13F-HR |
| 0002011052-26-000003 |
| $355.8M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0002011052-25-000005 | $265.0M | View |
| May 7, 2026 | Q1 2026 | 13F-HR | 0002011052-26-000002 | $319.6M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0002011052-25-000004 | $232.8M | View |