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CIK 0001955091 • 7 13F filings • Apr 25, 2025 – Oct 21, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $322K | 0.1% | 2,406 SH | New |
| ALPHABET INC | CAP STK CL A | $277K | 0.1%Prev: 0.1% | 1,141 SH | Decreased-23 SH |
| AMAZON COM INC | COM | $239K | 0.1%Prev: 0.1% | 1,091 SH | Increased+100 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $5.6M | 1.6%Prev: 1.8% | 74,891 SH | Decreased-4,585 SH |
| AMERICAN CENTY ETF TR | AVANTIS RESPON U | $689K | 0.2%Prev: 0.2% | 9,362 SH | Decreased+811 SH |
| AMERICAN CENTY ETF TR | AVANTIS RESPONSI | $202K | 0.1% | 2,830 SH | New |
| AMERICAN CENTY ETF TR | AVANTIS US SMALL | $771K | 0.2% | 13,467 SH | New |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $761K | 0.2%Prev: 0.4% | 9,647 SH | Decreased-7,426 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $5.9M | 1.7%Prev: 2.7% | 81,172 SH | Decreased-44,631 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $4.0M | 1.1%Prev: 1.8% | 39,889 SH | Decreased-21,987 SH |
| APPLE INC | COM | $2.3M | 0.7%Prev: 0.4% | 9,178 SH | Increased+2,784 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $747K | 0.2%Prev: 0.2% | 1,486 SH | Increased |
| CAPITAL GRP FIXED INCM ETF T | MUNICIPAL INCOME | $10.5M | 3.0% | 384,260 SH | New |
| COSTCO WHSL CORP NEW | COM | $239K | 0.1% | 258 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | $380K | 0.1% | 9,248 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $40.8M | 11.6%Prev: 11.6% | 1,272,666 SH | Decreased+71,173 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $1.6M | 0.5%Prev: 0.3% | 50,465 SH | Increased+17,689 SH |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | $218K | 0.1%Prev: 0.1% | 4,093 SH | Decreased-200 SH |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $489K | 0.1%Prev: 0.1% | 11,952 SH | Decreased+410 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $14.9M | 4.2%Prev: 4.0% | 323,299 SH | Decreased+10,185 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $34.9M | 9.9%Prev: 10.2% | 1,063,336 SH | Decreased-83,564 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $215K | 0.1% | 7,087 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $491K | 0.1% | 12,730 SH | New |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $7.1M | 2.0% | 97,447 SH | New |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $583K | 0.2% | 15,444 SH | New |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $30.9M | 8.8% | 939,173 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $6.0M | 1.7%Prev: 1.7% | 135,337 SH | Decreased+5,139 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $290K | 0.1% | 12,140 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $17.1M | 4.9%Prev: 5.0% | 250,099 SH | Decreased-5,459 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $1.4M | 0.4%Prev: 0.3% | 33,704 SH | Decreased+2,945 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $30.8M | 8.8%Prev: 8.4% | 528,700 SH | Decreased+24,152 SH |
| EXXON MOBIL CORP | COM | $213K | 0.1%Prev: 0.1% | 1,893 SH | Decreased+51 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $22.0M | 6.3%Prev: 6.0% | 475,238 SH | Decreased-75,978 SH |
| FIRST TR EXCH TRADED FD III | MUNI HI INCM ETF | $8.3M | 2.4%Prev: 2.2% | 174,950 SH | Decreased-12,434 SH |
| FIRST TR EXCH TRADED FD III | SHRT DUR MNG MUN | $7.7M | 2.2%Prev: 2.1% | 383,680 SH | Decreased-56,382 SH |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | $1.1M | 0.3%Prev: 0.3% | 24,963 SH | Decreased+319 SH |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1500 | $495K | 0.1%Prev: 0.1% | 10,903 SH | Decreased+308 SH |
| INVESCO QQQ TR | UNIT SER 1 | $309K | 0.1%Prev: 0.1% | 515 SH | Decreased+18 SH |
| ISHARES TR | CORE DIV GRWTH | $200K | 0.1% | 2,938 SH | New |
| ISHARES TR | CORE MSCI EAFE | $489K | 0.1%Prev: 0.1% | 5,606 SH | Increased+2,023 SH |
| ISHARES TR | CORE S&P MCP ETF | $1.2M | 0.3%Prev: 0.3% | 17,710 SH | Decreased+242 SH |
| ISHARES TR | RUS 1000 GRW ETF | $920K | 0.3%Prev: 0.2% | 1,965 SH | Increased-5,254 SH |
| ISHARES TR | RUS 1000 VAL ETF | $287K | 0.1% | 1,408 SH | New |
| MICROSOFT CORP | COM | $760K | 0.2%Prev: 0.1% | 1,466 SH | Increased+30 SH |
| PIMCO ETF TR | MULTISECTOR BD | $22.7M | 6.5%Prev: 6.1% | 847,467 SH | Decreased-125,671 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $444K | 0.1% | 666 SH | New |
| THERMO FISHER SCIENTIFIC INC | COM | $383K | 0.1%Prev: 0.1% | 790 SH | Decreased |
| VANECK BITCOIN ETF | SH BEN INT | $283K | 0.1%Prev: 0.1% | 8,746 SH | Increased-6,221 SH |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $8.6M | 2.4%Prev: 2.0% | 86,816 SH | Increased+5,678 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $357K | 0.1%Prev: 0.1% | 4,569 SH | Decreased-732 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $260K | 0.1%Prev: 0.1% | 3,300 SH | Decreased-713 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $329K | 0.1%Prev: 0.1% | 4,420 SH | Decreased-240 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $5.6M | 1.6%Prev: 1.4% | 11,638 SH | Decreased-57,032 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $1.7M | 0.5%Prev: 0.4% | 5,608 SH | Increased+851 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $15.6M | 4.4%Prev: 4.4% | 52,947 SH | Decreased-178,697 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $27.5M | 7.8%Prev: 7.7% | 44,924 SH | Decreased-2,327 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $295K | 0.1%Prev: 0.1% | 1,159 SH | Decreased-9 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $498K | 0.1%Prev: 0.1% | 1,519 SH | Decreased+9 SH |
| VANGUARD INDEX FDS | VALUE ETF | $353K | 0.1%Prev: 0.1% | 1,892 SH | Decreased+4 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $439K | 0.1%Prev: 0.1% | 8,099 SH | Increased+1,142 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $358K | 0.1%Prev: 0.1% | 7,154 SH | Decreased-2,321 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $324K | 0.1%Prev: 0.1% | 4,412 SH | Increased+655 SH |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | $704K | 0.2%Prev: 0.2% | 6,904 SH | Increased+78 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 |