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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 | $201K | 0.1%Prev: 0.1% | 1,141 SH | Decreased-28 SH |
| AMAZON COM INC | COM | $239K | 0.1%Prev: 0.1% | 1,089 SH | Increased+98 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $5.2M | 1.6%Prev: 1.7% | 76,113 SH | Decreased-3,686 SH |
| AMERICAN CENTY ETF TR | AVANTIS RESPON U | $648K | 0.2%Prev: 0.2% | 9,448 SH | Decreased+383 SH |
| AMERICAN CENTY ETF TR | AVANTIS US SMALL | $715K | 0.2%Prev: 0.3% | 13,872 SH | Decreased-1,760 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $709K | 0.2%Prev: 0.4% | 9,584 SH | Decreased-6,947 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $5.2M | 1.6%Prev: 2.1% | 76,849 SH | Decreased-23,153 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $3.4M | 1.0%Prev: 1.6% | 37,107 SH | Decreased-18,355 SH |
| APPLE INC | COM | $1.9M | 0.6%Prev: 0.4% | 9,210 SH | Increased+2,816 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $722K | 0.2%Prev: 0.2% | 1,486 SH | Increased |
| CAPITAL GRP FIXED INCM ETF T | MUNICIPAL INCOME | $9.9M | 3.0%Prev: 2.9% | 371,837 SH | Decreased-33,767 SH |
| COSTCO WHSL CORP NEW | COM | $255K | 0.1% | 258 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | $353K | 0.1%Prev: 0.1% | 9,285 SH | Increased+1,361 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $37.5M | 11.5%Prev: 11.7% | 1,262,505 SH | Decreased-9,974 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $1.5M | 0.5%Prev: 0.5% | 51,213 SH | Decreased+3,059 SH |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | $214K | 0.1%Prev: 0.1% | 4,075 SH | Increased-18 SH |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $468K | 0.1%Prev: 0.1% | 11,884 SH | Decreased+93 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $13.9M | 4.3%Prev: 4.5% | 324,603 SH | Decreased+6,555 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $31.3M | 9.6%Prev: 10.6% | 1,005,593 SH | Decreased-115,319 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $210K | 0.1%Prev: 0.1% | 7,124 SH | Increased+795 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $466K | 0.1%Prev: 0.1% | 13,004 SH | Decreased-1,261 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $6.6M | 2.0%Prev: 1.8% | 97,873 SH | Decreased+964 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $564K | 0.2%Prev: 0.1% | 15,866 SH | Increased+611 SH |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $29.1M | 8.9%Prev: 8.6% | 937,615 SH | Decreased+29,433 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $5.8M | 1.8%Prev: 1.7% | 136,489 SH | Decreased+4,865 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $285K | 0.1%Prev: 0.1% | 12,140 SH | Decreased-867 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $15.7M | 4.8%Prev: 4.8% | 246,718 SH | Decreased-9,921 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $1.3M | 0.4%Prev: 0.4% | 33,453 SH | Decreased+931 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $28.4M | 8.7%Prev: 8.6% | 526,750 SH | Decreased+5,133 SH |
| EXXON MOBIL CORP | COM | $204K | 0.1%Prev: 0.1% | 1,893 SH | Decreased |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $20.9M | 6.4%Prev: 6.1% | 456,876 SH | Decreased-44,682 SH |
| FIRST TR EXCH TRADED FD III | MUNI HI INCM ETF | $7.9M | 2.4%Prev: 2.3% | 168,173 SH | Decreased-10,807 SH |
| FIRST TR EXCH TRADED FD III | SHRT DUR MNG MUN | $7.6M | 2.3%Prev: 2.2% | 381,862 SH | Decreased-33,757 SH |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | $1.1M | 0.3%Prev: 0.3% | 24,995 SH | Decreased+351 SH |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1500 | $443K | 0.1%Prev: 0.1% | 10,903 SH | Decreased+54 SH |
| INVESCO QQQ TR | UNIT SER 1 | $284K | 0.1%Prev: 0.1% | 515 SH | Decreased+18 SH |
| ISHARES TR | CORE MSCI EAFE | $469K | 0.1%Prev: 0.1% | 5,614 SH | Increased+1,196 SH |
| ISHARES TR | CORE S&P MCP ETF | $1.1M | 0.3%Prev: 0.3% | 17,656 SH | Decreased+60 SH |
| ISHARES TR | RUS 1000 GRW ETF | $834K | 0.3%Prev: 0.2% | 1,965 SH | Decreased |
| ISHARES TR | RUS 1000 VAL ETF | $273K | 0.1%Prev: 0.1% | 1,408 SH | Decreased+74 SH |
| MICROSOFT CORP | COM | $768K | 0.2%Prev: 0.2% | 1,545 SH | Increased+11 SH |
| PIMCO ETF TR | MULTISECTOR BD | $22.1M | 6.8%Prev: 6.3% | 832,737 SH | Decreased-70,016 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $412K | 0.1% | 666 SH | New |
| THERMO FISHER SCIENTIFIC INC | COM | $320K | 0.1%Prev: 0.1% | 790 SH | Decreased |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $8.1M | 2.5%Prev: 2.2% | 86,032 SH | Decreased+961 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $406K | 0.1%Prev: 0.1% | 5,253 SH | Increased+399 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $286K | 0.1%Prev: 0.1% | 3,637 SH | Increased+207 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $322K | 0.1%Prev: 0.1% | 4,378 SH | Increased+371 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $4.9M | 1.5%Prev: 1.3% | 11,247 SH | Decreased-334 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $1.6M | 0.5%Prev: 0.4% | 5,619 SH | Decreased+105 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $14.6M | 4.5%Prev: 4.3% | 52,023 SH | Decreased-4,344 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $25.4M | 7.8%Prev: 7.4% | 44,670 SH | Decreased-1,966 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $274K | 0.1%Prev: 0.1% | 1,156 SH | Decreased-10 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $461K | 0.1%Prev: 0.1% | 1,517 SH | Decreased-7 SH |
| VANGUARD INDEX FDS | VALUE ETF | $340K | 0.1%Prev: 0.1% | 1,923 SH | Decreased+31 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $402K | 0.1%Prev: 0.1% | 8,127 SH | Decreased+436 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $331K | 0.1%Prev: 0.1% | 6,760 SH | Decreased-1,746 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $319K | 0.1%Prev: 0.1% | 4,623 SH | Decreased+187 SH |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | $702K | 0.2%Prev: 0.2% | 6,958 SH | Increased+130 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 |