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CIK 0001955091 • 7 13F filings • Apr 25, 2025 – Oct 21, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALLSTATE CORP | COM | $204K | 0.0% | 856 SH | New |
| ALPHABET INC | CAP STK CL A | $416K | 0.1%Prev: 0.1% | 1,164 SH | Increased+23 SH |
| AMAZON COM INC | COM | $236K | 0.1%Prev: 0.1% | 991 SH | Decreased-98 SH |
| AMERICAN CENTY ETF TR | AVAN RE INTL ETF | $226K | 0.1% | 2,830 SH | New |
| AMERICAN CENTY ETF TR | AVAN U S QUA ETF | $6.8M | 1.6% | 103,685 SH | New |
| AMERICAN CENTY ETF TR | AVAN US SMAL ETF | $1.1M | 0.3% | 15,529 SH | New |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $7.7M | 1.8%Prev: 1.6% | 79,476 SH | Increased+3,363 SH |
| AMERICAN CENTY ETF TR | AVANTIS RESPON U | $757K | 0.2%Prev: 0.2% | 8,551 SH | Increased-897 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $1.5M | 0.4%Prev: 0.2% | 17,073 SH | Increased+7,489 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $11.5M | 2.7%Prev: 1.6% | 125,803 SH | Increased+48,954 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $7.7M | 1.8%Prev: 1.0% | 61,876 SH | Increased+24,769 SH |
| APPLE INC | COM | $1.9M | 0.4%Prev: 0.6% | 6,394 SH | Decreased-2,816 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $744K | 0.2%Prev: 0.2% | 1,486 SH | Increased |
| CAPITAL GRP FIXED INCM ETF T | MUN HIGH ETF | $875K | 0.2% | 33,861 SH | New |
| CAPITAL GRP FIXED INCM ETF T | MUN INM ETF | $11.4M | 2.7% | 415,313 SH | New |
| COSTCO WHOLESALE CORPORATION | COM | $241K | 0.1% | 258 SH | New |
| DIMENSIONAL ETF TRUST | EMER MARK SU ETF | $309K | 0.1% | 6,319 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $48.8M | 11.6%Prev: 11.5% | 1,201,493 SH | Increased-61,012 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $1.4M | 0.3%Prev: 0.5% | 32,776 SH | Decreased-18,437 SH |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | $224K | 0.1%Prev: 0.1% | 4,293 SH | Increased+218 SH |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $521K | 0.1%Prev: 0.1% | 11,542 SH | Increased-342 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $16.9M | 4.0%Prev: 4.3% | 313,114 SH | Increased-11,489 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $42.7M | 10.2%Prev: 9.6% | 1,146,900 SH | Increased+141,307 SH |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $639K | 0.2% | 14,409 SH | New |
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | $7.9M | 1.9% | 96,228 SH | New |
| DIMENSIONAL ETF TRUST | US HIGH PROF ETF | $632K | 0.2% | 15,138 SH | New |
| DIMENSIONAL ETF TRUST | US LARG VALU ETF | $33.7M | 8.0% | 852,592 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $7.2M | 1.7%Prev: 1.8% | 130,198 SH | Increased-6,291 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTA ETF | $296K | 0.1% | 11,324 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $21.0M | 5.0%Prev: 4.8% | 255,558 SH | Increased+8,840 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $1.4M | 0.3%Prev: 0.4% | 30,759 SH | Increased-2,694 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $35.3M | 8.4%Prev: 8.7% | 504,548 SH | Increased-22,202 SH |
| EXXON MOBIL CORP | COM | $252K | 0.1%Prev: 0.1% | 1,842 SH | Increased-51 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $25.1M | 6.0%Prev: 6.4% | 551,216 SH | Increased+94,340 SH |
| FIRST TR EXCH TRADED FD III | MUNI HI INCM ETF | $9.1M | 2.2%Prev: 2.4% | 187,384 SH | Increased+19,211 SH |
| FIRST TR EXCH TRADED FD III | SHRT DUR MNG MUN | $8.8M | 2.1%Prev: 2.3% | 440,062 SH | Increased+58,200 SH |
| INTEL CORP | COM | $284K | 0.1% | 2,037 SH | New |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | $1.3M | 0.3%Prev: 0.3% | 24,644 SH | Increased-351 SH |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1500 | $591K | 0.1%Prev: 0.1% | 10,595 SH | Increased-308 SH |
| INVESCO QQQ TR | UNIT SER 1 | $366K | 0.1%Prev: 0.1% | 497 SH | Increased-18 SH |
| ISHARES TR | CORE MSCI EAFE | $346K | 0.1%Prev: 0.1% | 3,583 SH | Decreased-2,031 SH |
| ISHARES TR | CORE S&P MCP ETF | $1.3M | 0.3%Prev: 0.3% | 17,468 SH | Increased-188 SH |
| ISHARES TR | CORE S&P500 ETF | $208K | 0.0% | 278 SH | New |
| ISHARES TR | RUS 1000 GRW ETF | $896K | 0.2%Prev: 0.3% | 7,219 SH | Increased+5,254 SH |
| J P MORGAN EXCHANGE TRADED F | U S TEC LEA ETF | $683K | 0.2% | 6,121 SH | New |
| KLA CORP | COM NEW | $459K | 0.1% | 1,520 SH | New |
| LAM RESEARCH CORP | COM NEW | $270K | 0.1% | 624 SH | New |
| MICROSOFT CORP | COM | $536K | 0.1%Prev: 0.2% | 1,436 SH | Decreased-109 SH |
| PIMCO ETF TR | MULTISECTOR BD | $25.8M | 6.1%Prev: 6.8% | 973,138 SH | Increased+140,401 SH |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $279K | 0.1% | 373 SH | New |
| THERMO FISHER SCIENTIFIC INC | COM | $396K | 0.1%Prev: 0.1% | 790 SH | Increased |
| VANECK BITCOIN ETF | SH BEN INT | $249K | 0.1% | 14,967 SH | New |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $8.4M | 2.0%Prev: 2.5% | 81,138 SH | Increased-4,894 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $407K | 0.1%Prev: 0.1% | 5,301 SH | Increased+48 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $313K | 0.1%Prev: 0.1% | 4,013 SH | Increased+376 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $342K | 0.1%Prev: 0.1% | 4,660 SH | Increased+282 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $5.9M | 1.4%Prev: 1.5% | 68,670 SH | Increased+57,423 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $1.6M | 0.4%Prev: 0.5% | 4,757 SH | Increased-862 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $18.7M | 4.4%Prev: 4.5% | 231,644 SH | Increased+179,621 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $32.5M | 7.7%Prev: 7.8% | 47,251 SH | Increased+2,581 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $354K | 0.1%Prev: 0.1% | 1,168 SH | Increased+12 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $559K | 0.1%Prev: 0.1% | 1,510 SH | Increased-7 SH |
| VANGUARD INDEX FDS | VALUE ETF | $411K | 0.1%Prev: 0.1% | 1,888 SH | Increased-35 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $415K | 0.1%Prev: 0.1% | 6,957 SH | Increased-1,170 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $479K | 0.1%Prev: 0.1% | 9,475 SH | Increased+2,715 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $321K | 0.1%Prev: 0.1% | 3,757 SH | Increased-866 SH |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | $692K | 0.2%Prev: 0.2% | 6,826 SH | Decreased-132 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 |