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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 | $221K | 0.1% | 1,015 SH | New |
| ALPHABET INC | CAP STK CL A | $1.0M | 0.3%Prev: 0.1% | 3,626 SH | Increased+1,682 SH |
| ALPHABET INC | CAP STK CL C | $513K | 0.2% | 1,790 SH | New |
| AMAZON COM INC | COM | $1.5M | 0.5%Prev: 0.4% | 7,417 SH | Increased+2,835 SH |
| AMERICAN CENTY ETF TR | AVANTIS ALL EQT | $677K | 0.2%Prev: 0.3% | 7,695 SH | Increased-1,336 SH |
| AMERICAN CENTY ETF TR | AVANTIS CORE FI | $871K | 0.3%Prev: 0.7% | 20,962 SH | Decreased-18,482 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $1.5M | 0.5%Prev: 0.4% | 18,709 SH | Increased+2,577 SH |
| AMERICAN CENTY ETF TR | AVANTIS SHFXDINC | $1.6M | 0.5%Prev: 0.8% | 33,742 SH | Decreased-3,738 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $1.6M | 0.5%Prev: 0.5% | 19,297 SH | Increased+542 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $5.8M | 1.8%Prev: 1.9% | 51,742 SH | Increased+2,858 SH |
| APPLE INC | COM | $3.5M | 1.1%Prev: 1.0% | 13,968 SH | Increased+3,029 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $416K | 0.1%Prev: 0.2% | 869 SH | Increased+193 SH |
| BROADCOM INC | COM | $444K | 0.1% | 1,433 SH | New |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $221K | 0.1%Prev: 0.1% | 5,229 SH | Decreased-1,572 SH |
| DIMENSIONAL ETF TRUST | DIMENSIONAL INTE | $17.1M | 5.3% | 325,258 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $22.7M | 7.1%Prev: 6.4% | 655,618 SH | Increased+90,963 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $750K | 0.2%Prev: 0.2% | 22,163 SH | Increased-4 SH |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $313K | 0.1% | 7,384 SH | New |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $2.1M | 0.7%Prev: 0.8% | 54,649 SH | Increased-3,961 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $45.2M | 14.2%Prev: 13.5% | 1,273,246 SH | Increased+142,637 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $609K | 0.2%Prev: 0.1% | 12,724 SH | Increased+6,893 SH |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | $329K | 0.1% | 6,495 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $100.9M | 31.6%Prev: 32.8% | 2,595,688 SH | Increased+281,998 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $995K | 0.3% | 24,220 SH | New |
| ELI LILLY & CO | COM | $804K | 0.3%Prev: 0.2% | 874 SH | Increased+182 SH |
| EXXON MOBIL CORP | COM | $460K | 0.1% | 2,711 SH | New |
| HOME DEPOT INC | COM | $259K | 0.1% | 789 SH | New |
| HUNTINGTON BANCSHARES INC | COM | $160K | 0.0% | 10,197 SH | New |
| ISHARES TR | CORE S&P TTL STK | $594K | 0.2%Prev: 0.2% | 4,167 SH | Increased-1 SH |
| ISHARES TR | CORE S&P500 ETF | $280K | 0.1%Prev: 0.1% | 428 SH | Decreased-86 SH |
| ISHARES TR | S&P 500 GRWT ETF | $1.1M | 0.3%Prev: 0.4% | 9,739 SH | Increased |
| JOHNSON & JOHNSON | COM | $263K | 0.1% | 1,077 SH | New |
| JPMORGAN CHASE & CO | COM | $487K | 0.2% | 1,657 SH | New |
| MASTERCARD INCORPORATED | CL A | $207K | 0.1% | 415 SH | New |
| META PLATFORMS INC | CL A | $822K | 0.3%Prev: 0.2% | 1,437 SH | Increased+787 SH |
| MICRON TECHNOLOGY INC | COM | $292K | 0.1% | 864 SH | New |
| MICROSOFT CORP | COM | $1.2M | 0.4%Prev: 0.3% | 3,348 SH | Increased+1,422 SH |
| NETFLIX INC. | COM | $225K | 0.1% | 2,338 SH | New |
| NVIDIA CORPORATION | COM | $3.8M | 1.2%Prev: 0.8% | 22,028 SH | Increased+4,261 SH |
| SPDR GOLD TR | GOLD SHS | $315K | 0.1% | 733 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $434K | 0.1% | 668 SH | New |
| UNITED PARCEL SVCS INC | CL B | $216K | 0.1% | 2,200 SH | New |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $12.7M | 4.0%Prev: 5.5% | 161,346 SH | Decreased-3,367 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $32.0M | 10.0%Prev: 12.8% | 434,861 SH | Increased+28,313 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $397K | 0.1% | 8,270 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $231K | 0.1% | 529 SH | New |
| VANGUARD INDEX FDS | LARGE CAP ETF | $526K | 0.2% | 1,760 SH | New |
| VANGUARD INSTL INDEX FD | 0-3 MO TREAS BIL | $368K | 0.1% | 4,871 SH | New |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $3.1M | 1.0%Prev: 0.4% | 62,311 SH | Increased+41,888 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $321K | 0.1% | 3,874 SH | New |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $43.4M | 13.6%Prev: 17.8% | 547,927 SH | Increased+23,954 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $370K | 0.1%Prev: 0.1% | 1,720 SH | Increased-12 SH |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | $2.4M | 0.7%Prev: 0.2% | 23,659 SH | Increased+17,944 SH |
| VANGUARD WORLD FD | ESG US CORP BD | $284K | 0.1% | 4,525 SH | New |
| VISA INC | COM CL A | $231K | 0.1%Prev: 0.1% | 765 SH | Increased+175 SH |
| WALMART INC | COM | $302K | 0.1% | 2,430 SH | New |
| 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 |