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CIK 0001846994 • 7 13F filings • Apr 22, 2025 – Oct 15, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $247K | 0.1%Prev: 0.2% | 1,700 SH | Decreased |
| AFLAC INC | COM | $771K | 0.4%Prev: 0.5% | 7,029 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $205K | 0.1% | 712 SH | New |
| AMAZON COM INC | COM | $1.7M | 1.0%Prev: 1.3% | 7,982 SH | Decreased-1,761 SH |
| AMERICAN CENTY ETF TR | AVANTIS CORE FI | $32.2M | 18.5%Prev: 11.1% | 775,059 SH | Increased+378,799 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $10.9M | 6.3%Prev: 3.1% | 134,959 SH | Increased+58,506 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $25.1M | 14.5%Prev: 8.2% | 296,220 SH | Increased+113,619 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $286K | 0.2% | 2,862 SH | New |
| AMERICAN CENTY ETF TR | US EQT ETF | $8.0M | 4.6%Prev: 5.6% | 72,143 SH | Decreased-17,582 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $7.1M | 4.1%Prev: 6.7% | 88,389 SH | Decreased-63,085 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $7.5M | 4.3%Prev: 6.4% | 68,206 SH | Decreased-40,750 SH |
| APPLE INC | COM | $1.9M | 1.1%Prev: 4.4% | 7,330 SH | Decreased-22,057 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $313K | 0.2% | 8,043 SH | New |
| ECOLAB INC | COM | $355K | 0.2%Prev: 0.3% | 1,333 SH | Decreased-353 SH |
| FIRST TR EXCHANGE-TRADED ALP | SML CP GRW ALP | $334K | 0.2% | 3,440 SH | New |
| FIRST TR EXCHANGE-TRADED FD | FT VEST RIS | $7.8M | 4.5%Prev: 5.4% | 307,166 SH | Decreased-28,315 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | $2.4M | 1.4%Prev: 1.1% | 80,468 SH | Increased+18,500 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $4.4M | 2.6%Prev: 2.1% | 91,489 SH | Increased+21,137 SH |
| GENERAL MILLS INC | COM | $1.5M | 0.8% | 39,611 SH | New |
| HONEST CO INC | COM | $533K | 0.3%Prev: 0.2% | 181,182 SH | Increased+105,387 SH |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | $496K | 0.3%Prev: 0.4% | 10,438 SH | Decreased-4,463 SH |
| ISHARES TR | CORE DIV GRWTH | $2.7M | 1.6%Prev: 1.8% | 38,874 SH | Increased-3,696 SH |
| J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | $14.5M | 8.3% | 269,004 SH | New |
| J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | $4.8M | 2.8%Prev: 2.3% | 56,694 SH | Increased+9,581 SH |
| J P MORGAN EXCHANGE TRADED F | HEDGED EQUITY LA | $3.5M | 2.0%Prev: 2.8% | 55,343 SH | Decreased-14,903 SH |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | $20.3M | 11.7%Prev: 14.8% | 441,628 SH | Decreased-32,967 SH |
| J P MORGAN EXCHANGE TRADED F | JPMORGAN INTL VL | $204K | 0.1% | 2,383 SH | New |
| META PLATFORMS INC | CL A | $335K | 0.2%Prev: 0.3% | 586 SH | Decreased-263 SH |
| MICROSOFT CORP | COM | $793K | 0.5%Prev: 0.9% | 2,143 SH | Decreased-1,291 SH |
| NVIDIA CORPORATION | COM | $349K | 0.2%Prev: 0.2% | 1,999 SH | Increased-593 SH |
| PACER FDS TR | US CASH COWS 100 | $1.6M | 0.9%Prev: 5.3% | 25,811 SH | Decreased-116,236 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $5.5M | 3.2% | 78,074 SH | New |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $318K | 0.2% | 942 SH | New |
| UBER TECHNOLOGIES INC | COM | $411K | 0.2%Prev: 0.6% | 5,716 SH | Decreased-6,003 SH |
| UNITEDHEALTH GROUP INC | COM | $416K | 0.2%Prev: 0.7% | 1,538 SH | Decreased-574 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $261K | 0.2%Prev: 0.5% | 3,379 SH | Decreased-5,926 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $265K | 0.2%Prev: 0.2% | 924 SH | Increased-92 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.9M | 1.1%Prev: 1.1% | 5,768 SH | Increased-396 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $205K | 0.1% | 3,500 SH | New |
| VANGUARD WORLD FD | MEGA GRWTH IND | $1.2M | 0.7%Prev: 0.7% | 3,138 SH | Increased-436 SH |
| 13F-HR |
| 0001398344-25-019534 |
| $171.3M |
| View |
| Jul 24, 2026 | Q2 2026 | 13F-HR | 0001398344-26-012617 | $195.9M | View |
| Jul 22, 2025 | Q2 2025 | 13F-HR | 0001398344-25-013461 | $163.2M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0001398344-26-006803 | $173.7M | View |
| Apr 22, 2025 | Q1 2025 | 13F-HR | 0001398344-25-007422 | $148.0M | View |