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CIK 0001964460 • 6 13F filings • May 14, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVANTIS US MID C | $9.7M | 3.7%Prev: 3.9% | 137,933 SH | Increased+5,705 SH |
| APPLE INC | COM | $510K | 0.2%Prev: 0.2% | 1,874 SH | Increased+106 SH |
| CAPITAL GROUP CONSERVATIVE E | SHS | $18.4M | 7.0%Prev: 1.8% | 604,129 SH | Increased+462,425 SH |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $427K | 0.2%Prev: 0.2% | 9,788 SH | Increased+58 SH |
| CAPITAL GRP FIXED INCM ETF T | MUNICIPAL INCOME | $6.2M | 2.4%Prev: 2.5% | 227,931 SH | Increased+12,374 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS HI | $956K | 0.4%Prev: 0.4% | 29,651 SH | Increased |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $15.1M | 5.7%Prev: 6.4% | 462,688 SH | Increased-13,562 SH |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $371K | 0.1%Prev: 0.2% | 8,671 SH | Increased-378 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $15.1M | 5.7%Prev: 6.2% | 396,380 SH | Increased-8,539 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $2.0M | 0.8%Prev: 0.8% | 59,460 SH | Increased+144 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $13.1M | 5.0%Prev: 5.3% | 413,832 SH | Increased-589 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $281K | 0.1%Prev: 0.1% | 5,826 SH | Increased+72 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $23.4M | 8.8%Prev: 9.9% | 500,004 SH | Increased-10,889 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $201K | 0.1% | 5,077 SH | New |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $11.3M | 4.3%Prev: 4.8% | 152,489 SH | Decreased-4,807 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $16.7M | 6.3%Prev: 6.9% | 439,403 SH | Increased+7,735 SH |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $3.2M | 1.2%Prev: 1.3% | 94,425 SH | Increased+4,034 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $10.0M | 3.8%Prev: 4.1% | 143,062 SH | Increased+2,615 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $687K | 0.3%Prev: 0.2% | 15,818 SH | Increased+3,589 SH |
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | $783K | 0.3%Prev: 0.3% | 10,582 SH | Increased+936 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $22.9M | 8.7%Prev: 2.1% | 497,887 SH | Increased+392,001 SH |
| IMMUNITYBIO INC | COM | $21K | 0.0%Prev: 0.0% | 10,450 SH | Decreased |
| INVESCO EXCH TRD SLF IDX FD | BULLETSHARE 2034 | $2.7M | 1.0%Prev: 1.1% | 109,223 SH | Increased+1,945 SH |
| INVESCO EXCH TRD SLF IDX FD | BULLETSHS 31 MUN | $2.2M | 0.9%Prev: 0.9% | 106,418 SH | Increased+2,110 SH |
| INVESCO EXCH TRD SLF IDX FD | BULLETSHS 32 MUN | $2.7M | 1.0%Prev: 1.1% | 107,787 SH | Increased+779 SH |
| INVESCO EXCH TRD SLF IDX FD | INVESCO BULLETSH | $2.5M | 1.0%Prev: 1.1% | 97,706 SH | Increased-276 SH |
| INVESCO EXCH TRD SLF IDX FD | INVSC 30 MUNI BD | $1.7M | 0.6%Prev: 0.7% | 77,435 SH | Increased+699 SH |
| ISHARES GOLD TR | ISHARES NEW | $419K | 0.2%Prev: 0.1% | 5,161 SH | Increased+529 SH |
| ISHARES TR | IBONDS DEC 2029 | $1.2M | 0.4%Prev: 0.5% | 46,156 SH | Decreased-315 SH |
| ISHARES TR | IBONDS DEC 2031 | $12.9M | 4.9%Prev: 7.6% | 611,456 SH | Decreased-234,446 SH |
| ISHARES TR | IBONDS DEC 2033 | $20.6M | 7.8%Prev: 8.8% | 788,791 SH | Decreased+696 SH |
| ISHARES TR | IBONDS DEC 27 | $595K | 0.2%Prev: 0.3% | 23,448 SH | Decreased |
| ISHARES TR | IBONDS DEC 28 | $1.1M | 0.4%Prev: 0.5% | 43,931 SH | Increased+279 SH |
| ISHARES TR | IBONDS DEC 29 | $7.2M | 2.7%Prev: 5.9% | 306,594 SH | Decreased-285,464 SH |
| ISHARES TR | MSCI EAFE ETF | $204K | 0.1% | 2,124 SH | New |
| ISHARES TR | MSCI USA QLT FCT | $366K | 0.1%Prev: 0.2% | 1,844 SH | Increased |
| ISHARES TR | US TREAS BD ETF | $20.0M | 7.6%Prev: 8.4% | 867,377 SH | Increased+15,068 SH |
| MICROSOFT CORP | COM | $351K | 0.1%Prev: 0.2% | 726 SH | Decreased-1 SH |
| NUCOR CORP | COM | $696K | 0.3%Prev: 0.2% | 4,265 SH | Increased+1 SH |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $8.5M | 3.2% | 54,907 SH | New |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | $1.3M | 0.5%Prev: 0.5% | 11,436 SH | Increased+856 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $303K | 0.1%Prev: 0.8% | 3,849 SH | Decreased-20,912 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $1.8M | 0.7%Prev: 0.8% | 6,348 SH | Decreased+5 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $1.2M | 0.4%Prev: 0.5% | 3,984 SH | Decreased+1 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $842K | 0.3%Prev: 0.4% | 3,977 SH | Increased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $978K | 0.4%Prev: 0.4% | 2,918 SH | Increased-7 SH |
| VANGUARD INDEX FDS | VALUE ETF | $664K | 0.3%Prev: 0.3% | 3,476 SH | Increased |
| 13F-HR |
| 0001964460-26-000003 |
| $307.3M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001964460-25-000003 | $213.9M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001964460-26-000002 | $276.4M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001356954-25-000005 | $196.2M | View |