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CIK 0001542164 • 7 13F filings • May 6, 2025 – Apr 29, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $18.7M | 1.1%Prev: 1.3% | 199,404 SH | Decreased-52,739 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $13.4M | 0.8%Prev: 0.9% | 412,468 SH | Decreased-85,041 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $40.3M | 2.4%Prev: 2.6% | 1,170,010 SH | Decreased-230,160 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $16.1M | 0.9%Prev: 1.0% | 506,964 SH | Decreased-94,814 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $27.7M | 1.6%Prev: 1.8% | 840,773 SH | Decreased-163,271 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $4.3M | 0.3%Prev: 0.2% | 114,208 SH | Increased+11,119 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $52.5M | 3.1%Prev: 3.5% | 1,326,179 SH | Decreased-275,273 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $43.0M | 2.5%Prev: 2.8% | 1,130,037 SH | Decreased-192,199 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $9.7M | 0.6%Prev: 0.5% | 138,942 SH | Increased+16,524 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $9.8M | 0.6%Prev: 0.5% | 165,281 SH | Increased+20,365 SH |
| FLEXSHARES TR | M STAR DEV MKT | $2.4M | 0.1%Prev: 0.1% | 26,149 SH | Increased-1,155 SH |
| FLEXSHARES TR | MORNSTAR USMKT | $4.1M | 0.2%Prev: 0.2% | 16,661 SH | Decreased-871 SH |
| FLEXSHARES TR | MSTAR EMKT FAC | $370K | 0.0%Prev: 0.0% | 5,801 SH | Decreased-662 SH |
| ISHARES INC | CORE MSCI EMKT | $234K | 0.0%Prev: 0.0% | 3,484 SH | Decreased-116 SH |
| ISHARES TR | 1 3 YR TREAS BD | $5.1M | 0.3%Prev: 0.4% | 62,009 SH | Decreased-13,688 SH |
| ISHARES TR | CORE 40/60 MODER | $349K | 0.0%Prev: 0.0% | 7,321 SH | Decreased-290 SH |
| ISHARES TR | CORE 80/20 AGGRE | $381K | 0.0%Prev: 0.0% | 4,253 SH | Decreased-1,006 SH |
| ISHARES TR | CORE MSCI EAFE | $398K | 0.0%Prev: 0.0% | 4,451 SH | Increased+122 SH |
| ISHARES TR | CORE S&P TTL STK | $416K | 0.0%Prev: 0.0% | 2,795 SH | Increased+548 SH |
| ISHARES TR | CORE S&P500 ETF | $2.9M | 0.2%Prev: 0.2% | 4,281 SH | Increased+93 SH |
| ISHARES TR | CORE US AGGBD ET | $49.4M | 2.9%Prev: 3.5% | 494,617 SH | Decreased-126,274 SH |
| ISHARES TR | EAFE SML CP ETF | $1.6M | 0.1%Prev: 0.1% | 20,356 SH | Decreased-696 SH |
| ISHARES TR | EAFE VALUE ETF | $4.8M | 0.3%Prev: 0.3% | 67,824 SH | Increased-3,425 SH |
| ISHARES TR | MICRO-CAP ETF | $2.8M | 0.2%Prev: 0.2% | 17,475 SH | Decreased-2,208 SH |
| ISHARES TR | MSCI EAFE ETF | $2.5M | 0.1%Prev: 0.1% | 25,697 SH | Decreased-1,923 SH |
| ISHARES TR | MSCI EMG MKT ETF | $1.5M | 0.1%Prev: 0.1% | 27,384 SH | Decreased-3,470 SH |
| ISHARES TR | NATIONAL MUN ETF | $265K | 0.0%Prev: 0.0% | 2,471 SH | Decreased-304 SH |
| ISHARES TR | RUS TOP 200 ETF | $629K | 0.0%Prev: 0.0% | 3,686 SH | Increased-82 SH |
| ISHARES TR | S&P 500 VAL ETF | $5.6M | 0.3%Prev: 0.3% | 26,635 SH | Decreased-2,309 SH |
| ISHARES TR | SHRT NAT MUN ETF | $546K | 0.0%Prev: 0.0% | 5,120 SH | Decreased-478 SH |
| JPMORGAN CHASE & CO. | COM | $713K | 0.0%Prev: 0.0% | 2,214 SH | Increased |
| SPDR GOLD TR | GOLD SHS | $267K | 0.0%Prev: 0.0% | 675 SH | Increased-1 SH |
| SPDR INDEX SHS FDS | DJ GLB RL ES ETF | $443K | 0.0%Prev: 0.0% | 9,834 SH | Decreased-338 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $315K | 0.0% | 3,821 SH | New |
| VANGUARD BD INDEX FDS | INTERMED TERM | $106.9M | 6.2%Prev: 6.0% | 1,371,991 SH | Increased+7,060 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $60.7M | 3.5%Prev: 3.7% | 770,620 SH | Decreased-71,402 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $112.0M | 6.5%Prev: 6.3% | 1,511,694 SH | Decreased+4,671 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $35.0M | 2.0%Prev: 2.0% | 724,128 SH | Decreased+14,623 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $569K | 0.0%Prev: 0.0% | 1,807 SH | Increased-16 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $53.7M | 3.1%Prev: 3.0% | 606,676 SH | Decreased+17,250 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $112.4M | 6.6%Prev: 6.3% | 179,276 SH | Increased-4,080 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $120.3M | 7.0%Prev: 7.2% | 567,985 SH | Decreased-47,437 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $108.0M | 6.3%Prev: 6.3% | 418,748 SH | Decreased-21,448 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $125.9M | 7.4%Prev: 7.1% | 375,633 SH | Decreased-9,252 SH |
| VANGUARD INDEX FDS | VALUE ETF | $111.3M | 6.5%Prev: 6.2% | 582,862 SH | Increased-4,019 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $64.8M | 3.8%Prev: 3.6% | 880,541 SH | Increased-11,036 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $33.1M | 1.9%Prev: 1.9% | 615,438 SH | Decreased-16,669 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $48.9M | 2.9%Prev: 2.6% | 585,358 SH | Increased+4,440 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | $47.8M | 2.8%Prev: 2.6% | 528,254 SH | Increased-4,887 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $50.3M | 2.9%Prev: 2.8% | 351,225 SH | Increased+5,793 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $2.2M | 0.1%Prev: 0.1% | 15,699 SH | Decreased-1,239 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $35.3M | 2.1%Prev: 2.0% | 713,174 SH | Increased+20,070 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $18.5M | 1.1%Prev: 1.3% | 314,362 SH | Decreased-82,661 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $35.5M | 2.1%Prev: 2.0% | 444,994 SH | Increased+6,038 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $48.2M | 2.8%Prev: 2.7% | 638,958 SH | Increased-11,283 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $48.7M | 2.8%Prev: 2.6% | 779,733 SH | Increased-1,201 SH |
| WISDOMTREE TR | EMG MKTS SMCAP | $8.1M | 0.5%Prev: 0.6% | 140,893 SH | Decreased-38,426 SH |
| WISDOMTREE TR | FUTRE STRAT FD | $1.3M | 0.1%Prev: 0.1% | 34,820 SH | Decreased-2,707 SH |
| 13F-HR |
| 0001765380-25-000308 |
| $1.68B |
| View |
| Apr 29, 2026 | Q1 2026 | 13F-HR | 0001542164-26-000002 | $1.41B | View |
| May 6, 2025 | Q1 2025 | 13F-HR/A | 0001765380-25-000168 | $1.54B | View |