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CIK 0001955091 • 7 13F filings • Apr 25, 2025 – Oct 21, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $357K | 0.1%Prev: 0.1% | 1,141 SH | Decreased-164 SH |
| AMAZON COM INC | COM | $229K | 0.1%Prev: 0.1% | 991 SH | Decreased-168 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $5.9M | 1.6%Prev: 1.8% | 76,741 SH | Decreased-2,909 SH |
| AMERICAN CENTY ETF TR | AVANTIS RESPON U | $703K | 0.2%Prev: 0.2% | 9,212 SH | Decreased+772 SH |
| AMERICAN CENTY ETF TR | AVANTIS RESPONSI | $210K | 0.1% | 2,830 SH | New |
| AMERICAN CENTY ETF TR | AVANTIS U S QUAL | $397K | 0.1% | 6,597 SH | New |
| AMERICAN CENTY ETF TR | AVANTIS US SMALL | $836K | 0.2% | 14,237 SH | New |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $981K | 0.3%Prev: 0.4% | 11,920 SH | Decreased-5,749 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $6.9M | 1.9%Prev: 2.8% | 91,437 SH | Decreased-37,269 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $4.8M | 1.3%Prev: 1.8% | 47,514 SH | Decreased-16,759 SH |
| APPLE INC | COM | $1.8M | 0.5%Prev: 0.5% | 6,458 SH | Decreased-155 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $747K | 0.2%Prev: 0.2% | 1,486 SH | Increased-13 SH |
| CAPITAL GRP FIXED INCM ETF T | MUNICIPAL HIGH I | $329K | 0.1% | 12,918 SH | New |
| CAPITAL GRP FIXED INCM ETF T | MUNICIPAL INCOME | $10.7M | 2.9% | 392,181 SH | New |
| COSTCO WHSL CORP NEW | COM | $222K | 0.1% | 258 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | $362K | 0.1% | 8,716 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $42.4M | 11.6%Prev: 11.5% | 1,281,760 SH | Decreased+83,136 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $1.7M | 0.5%Prev: 0.3% | 49,246 SH | Increased+16,940 SH |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | $212K | 0.1%Prev: 0.1% | 4,093 SH | Decreased-324 SH |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $510K | 0.1%Prev: 0.1% | 11,915 SH | Increased+890 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $16.0M | 4.4%Prev: 4.2% | 321,514 SH | Decreased+11,341 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $38.1M | 10.4%Prev: 10.5% | 1,106,425 SH | Decreased-51,378 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $212K | 0.1% | 6,697 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $519K | 0.1% | 13,102 SH | New |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $7.2M | 2.0% | 97,080 SH | New |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $588K | 0.2% | 15,465 SH | New |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $32.0M | 8.7% | 934,046 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $6.2M | 1.7%Prev: 1.7% | 132,822 SH | Decreased+4,845 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $298K | 0.1% | 13,015 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $17.7M | 4.8%Prev: 4.8% | 254,109 SH | Decreased-2,170 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $1.4M | 0.4%Prev: 0.3% | 33,197 SH | Increased+3,316 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $31.4M | 8.6%Prev: 8.0% | 527,981 SH | Decreased+30,047 SH |
| EXXON MOBIL CORP | COM | $228K | 0.1% | 1,893 SH | New |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $22.9M | 6.2%Prev: 5.8% | 496,310 SH | Decreased-63,224 SH |
| FIRST TR EXCH TRADED FD III | MUNI HI INCM ETF | $8.5M | 2.3%Prev: 2.0% | 176,821 SH | Increased-10,027 SH |
| FIRST TR EXCH TRADED FD III | SHRT DUR MNG MUN | $7.9M | 2.2%Prev: 2.0% | 396,123 SH | Decreased-40,396 SH |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | $1.2M | 0.3%Prev: 0.3% | 24,703 SH | Decreased+59 SH |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1500 | $500K | 0.1%Prev: 0.1% | 10,903 SH | Decreased+308 SH |
| INVESCO QQQ TR | UNIT SER 1 | $305K | 0.1%Prev: 0.1% | 497 SH | Decreased |
| ISHARES TR | CORE MSCI EAFE | $456K | 0.1%Prev: 0.1% | 5,093 SH | Increased+1,438 SH |
| ISHARES TR | CORE S&P MCP ETF | $1.2M | 0.3%Prev: 0.3% | 17,608 SH | Decreased+241 SH |
| ISHARES TR | RUS 1000 GRW ETF | $930K | 0.3%Prev: 0.2% | 1,965 SH | Increased-5,177 SH |
| ISHARES TR | RUS 1000 VAL ETF | $282K | 0.1% | 1,339 SH | New |
| MICROSOFT CORP | COM | $742K | 0.2%Prev: 0.2% | 1,534 SH | Decreased+75 SH |
| PIMCO ETF TR | MULTISECTOR BD | $23.8M | 6.5%Prev: 6.0% | 891,031 SH | Decreased-97,406 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $333K | 0.1% | 488 SH | New |
| THERMO FISHER SCIENTIFIC INC | COM | $458K | 0.1%Prev: 0.1% | 790 SH | Decreased-3 SH |
| VANECK BITCOIN ETF | SH BEN INT | $425K | 0.1%Prev: 0.1% | 17,196 SH | Increased-712 SH |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $8.8M | 2.4%Prev: 2.0% | 85,404 SH | Increased+5,831 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $377K | 0.1%Prev: 0.1% | 4,841 SH | Decreased-487 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $298K | 0.1%Prev: 0.1% | 3,777 SH | Decreased-628 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $297K | 0.1%Prev: 0.1% | 4,007 SH | Decreased-692 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $5.6M | 1.5% | 11,474 SH | New |
| VANGUARD INDEX FDS | LARGE CAP ETF | $1.8M | 0.5% | 5,560 SH | New |
| VANGUARD INDEX FDS | MID CAP ETF | $15.9M | 4.3% | 54,916 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $28.7M | 7.8%Prev: 8.0% | 45,721 SH | Decreased-1,490 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $300K | 0.1% | 1,163 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $510K | 0.1% | 1,522 SH | New |
| VANGUARD INDEX FDS | VALUE ETF | $361K | 0.1% | 1,892 SH | New |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $415K | 0.1%Prev: 0.1% | 7,727 SH | Decreased+718 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $387K | 0.1%Prev: 0.1% | 7,703 SH | Decreased-553 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $337K | 0.1%Prev: 0.1% | 4,463 SH | Increased+701 SH |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | $699K | 0.2%Prev: 0.2% | 6,881 SH | Increased+56 SH |
| 13F-HR |
| 0001955091-25-000009 |
| $351.4M |
| View |
| Jul 27, 2026 | Q2 2026 | 13F-HR | 0001955091-26-000004 | $421.0M | View |
| Jul 30, 2025 | Q2 2025 | 13F-HR | 0001955091-25-000008 | $325.7M | View |
| May 5, 2026 | Q1 2026 | 13F-HR | 0001955091-26-000003 | $377.1M | View |
| Apr 25, 2025 | Q1 2025 | 13F-HR | 0001955091-25-000005 | $297.8M | View |