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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 | $449K | 0.1%Prev: 0.1% | 1,305 SH | Increased+164 SH |
| AMAZON COM INC | COM | $289K | 0.1%Prev: 0.1% | 1,159 SH | Increased+68 SH |
| AMERICAN CENTY ETF TR | AVAN RE INTL ETF | $225K | 0.1% | 2,830 SH | New |
| AMERICAN CENTY ETF TR | AVAN U S QUA ETF | $7.4M | 1.8% | 108,523 SH | New |
| AMERICAN CENTY ETF TR | AVAN US SMAL ETF | $1.1M | 0.3% | 15,418 SH | New |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $7.5M | 1.8%Prev: 1.6% | 79,650 SH | Increased+4,759 SH |
| AMERICAN CENTY ETF TR | AVANTIS RESPON U | $743K | 0.2%Prev: 0.2% | 8,440 SH | Increased-922 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $1.6M | 0.4%Prev: 0.2% | 17,669 SH | Increased+8,022 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $11.6M | 2.8%Prev: 1.7% | 128,706 SH | Increased+47,534 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $7.6M | 1.8%Prev: 1.1% | 64,273 SH | Increased+24,384 SH |
| APPLE INC | COM | $2.2M | 0.5%Prev: 0.7% | 6,613 SH | Decreased-2,565 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $746K | 0.2%Prev: 0.2% | 1,499 SH | Decreased+13 SH |
| CAPITAL GRP FIXED INCM ETF T | MUN HIGH ETF | $907K | 0.2% | 37,694 SH | New |
| CAPITAL GRP FIXED INCM ETF T | MUN INM ETF | $10.9M | 2.6% | 418,717 SH | New |
| COSTCO WHOLESALE CORPORATION | COM | $238K | 0.1% | 261 SH | New |
| DFA INVT DIMENSIONS GROUP IN | REAL ESTATE SECU | $274K | 0.1% | 11,324 SH | New |
| DIMENSIONAL ETF TRUST | EMER MARK SU ETF | $285K | 0.1% | 5,887 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $47.6M | 11.5%Prev: 11.6% | 1,198,624 SH | Increased-74,042 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $1.4M | 0.3%Prev: 0.5% | 32,306 SH | Decreased-18,159 SH |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | $219K | 0.1%Prev: 0.1% | 4,417 SH | Increased+324 SH |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $498K | 0.1%Prev: 0.1% | 11,025 SH | Increased-927 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $17.3M | 4.2%Prev: 4.2% | 310,173 SH | Increased-13,126 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $43.5M | 10.5%Prev: 9.9% | 1,157,803 SH | Increased+94,467 SH |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $682K | 0.2% | 15,338 SH | New |
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | $8.0M | 1.9% | 95,815 SH | New |
| DIMENSIONAL ETF TRUST | US LARG VALU ETF | $33.5M | 8.1% | 834,876 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $7.0M | 1.7%Prev: 1.7% | 127,977 SH | Increased-7,360 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $19.8M | 4.8%Prev: 4.9% | 256,279 SH | Increased+6,180 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $1.4M | 0.3%Prev: 0.4% | 29,881 SH | Decreased-3,823 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $33.1M | 8.0%Prev: 8.8% | 497,934 SH | Increased-30,766 SH |
| EXXONMOBIL HOLDINGS CORP | COM SHS | $305K | 0.1% | 1,872 SH | New |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $24.2M | 5.8%Prev: 6.3% | 559,534 SH | Increased+84,296 SH |
| FIRST TR EXCH TRADED FD III | MUNI HI INCM ETF | $8.4M | 2.0%Prev: 2.4% | 186,848 SH | Increased+11,898 SH |
| FIRST TR EXCH TRADED FD III | SHRT DUR MNG MUN | $8.5M | 2.0%Prev: 2.2% | 436,519 SH | Increased+52,839 SH |
| INTEL CORP | COM | $250K | 0.1% | 2,077 SH | New |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | $1.3M | 0.3%Prev: 0.3% | 24,644 SH | Increased-319 SH |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1500 | $554K | 0.1%Prev: 0.1% | 10,595 SH | Increased-308 SH |
| INVESCO QQQ TR | UNIT SER 1 | $368K | 0.1%Prev: 0.1% | 497 SH | Increased-18 SH |
| ISHARES TR | CORE MSCI EAFE | $354K | 0.1%Prev: 0.1% | 3,655 SH | Decreased-1,951 SH |
| ISHARES TR | CORE S&P MCP ETF | $1.2M | 0.3%Prev: 0.3% | 17,367 SH | Increased-343 SH |
| ISHARES TR | CORE S&P500 ETF | $213K | 0.1% | 278 SH | New |
| ISHARES TR | RUS 1000 GRW ETF | $895K | 0.2%Prev: 0.3% | 7,142 SH | Decreased+5,177 SH |
| J P MORGAN EXCHANGE TRADED F | U S TEC LEA ETF | $638K | 0.2% | 6,068 SH | New |
| JPMORGAN CHASE & CO | COM | $713K | 0.2% | 2,155 SH | New |
| KLA CORP | COM NEW | $300K | 0.1% | 1,537 SH | New |
| LAM RESEARCH CORP | COM NEW | $210K | 0.1% | 640 SH | New |
| MICROSOFT CORP | COM | $748K | 0.2%Prev: 0.2% | 1,459 SH | Decreased-7 SH |
| PIMCO ETF TR | MULTISECTOR BD | $25.1M | 6.0%Prev: 6.5% | 988,437 SH | Increased+140,970 SH |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $297K | 0.1% | 390 SH | New |
| THERMO FISHER SCIENTIFIC INC | COM | $535K | 0.1%Prev: 0.1% | 793 SH | Increased+3 SH |
| VANECK BITCOIN ETF | SH BEN INT | $423K | 0.1%Prev: 0.1% | 17,908 SH | Increased+9,162 SH |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $8.4M | 2.0%Prev: 2.4% | 79,573 SH | Decreased-7,243 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $388K | 0.1%Prev: 0.1% | 5,328 SH | Increased+759 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $337K | 0.1%Prev: 0.1% | 4,405 SH | Increased+1,105 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $330K | 0.1%Prev: 0.1% | 4,699 SH | Increased+279 SH |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | $6.1M | 1.5% | 67,986 SH | New |
| VANGUARD INDEX FDS | MRNGSTR LRG CAP | $1.7M | 0.4% | 4,712 SH | New |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | $18.3M | 4.4% | 233,726 SH | New |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | $324K | 0.1% | 1,141 SH | New |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | $824K | 0.2% | 2,202 SH | New |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | $401K | 0.1% | 1,856 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $33.1M | 8.0%Prev: 7.8% | 47,211 SH | Increased+2,287 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $416K | 0.1%Prev: 0.1% | 7,009 SH | Decreased-1,090 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $391K | 0.1%Prev: 0.1% | 8,256 SH | Increased+1,102 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $320K | 0.1%Prev: 0.1% | 3,762 SH | Decreased-650 SH |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | $673K | 0.2%Prev: 0.2% | 6,825 SH | Decreased-79 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 |