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CIK 0001949824 • 7 13F filings • May 8, 2025 – Oct 21, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $559K | 0.2% | 3,617 SH | |
| AMAZON COM INC | COM | $355K | 0.1% | 1,866 SH | |
| APPLE INC | COM | $1.6M | 0.6% | 7,002 SH | |
| AT&T INC | COM | $333K | 0.1% | 11,782 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.8M | 0.7% | 3,441 SH | |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $9.2M | 3.7% | 218,149 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $418K | 0.2% | 15,785 SH | |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $6.5M | 2.6% | 251,403 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $16.4M | 6.6% | 526,409 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $1.0M | 0.4% | 37,067 SH | |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $4.5M | 1.8% | 95,124 SH | |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | $207K | 0.1% | 4,085 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $48.2M | 19.4% | 1,253,243 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | $1.9M | 0.8% | 31,188 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $2.9M | 1.2% | 88,272 SH | |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $398K | 0.2% | 6,583 SH | |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $250K | 0.1% | 6,075 SH | |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $208K | 0.1% | 8,731 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $347K | 0.1% | 12,336 SH | |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $234K | 0.1% | 8,950 SH | |
| DOUBLELINE ETF TRUST | OPPORTUNISTIC CO | $1.2M | 0.5% | 26,253 SH | |
| ELI LILLY & CO | COM | $9.1M | 3.7% | 11,019 SH | |
| FIDELITY COVINGTON TRUST | MSCI RL EST ETF | $3.6M | 1.4% | 129,314 SH | |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $1.1M | 0.4% | 24,225 SH | |
| GOLDMAN SACHS GROUP INC | COM | $273K | 0.1% | 500 SH | |
| HONEYWELL INTL INC | COM | $374K | 0.2% | 1,768 SH | |
| HYPERFINE INC | COM CL A | $30K | 0.0% | 42,398 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $346K | 0.1% | 2,000 SH | |
| ISHARES INC | CORE MSCI EMKT | $432K | 0.2% | 8,007 SH | |
| ISHARES TR | 1 3 YR TREAS BD | $3.5M | 1.4% | 42,284 SH | |
| ISHARES TR | CORE MSCI TOTAL | $596K | 0.2% | 8,539 SH | |
| ISHARES TR | CORE S&P500 ETF | $5.3M | 2.1% | 9,377 SH | |
| ISHARES TR | CORE TOTAL USD | $939K | 0.4% | 20,384 SH | |
| ISHARES TR | CORE US AGGBD ET | $231K | 0.1% | 2,334 SH | |
| ISHARES TR | ESG ADV TTL USD | $563K | 0.2% | 12,994 SH | |
| ISHARES TR | ESG MSCI KLD 400 | $359K | 0.1% | 3,509 SH | |
| ISHARES TR | IBONDS 25 TRM TS | $2.6M | 1.1% | 112,449 SH | |
| ISHARES TR | IBONDS 26 TRM TS | $1.7M | 0.7% | 72,407 SH | |
| ISHARES TR | IBONDS 27 TRM TS | $710K | 0.3% | 31,660 SH | |
| ISHARES TR | IBONDS 28 TRM TS | $275K | 0.1% | 12,344 SH | |
| ISHARES TR | MBS ETF | $5.1M | 2.1% | 54,496 SH | |
| ISHARES TR | S&P SML 600 GWT | $341K | 0.1% | 2,740 SH | |
| ISHARES TR | SHRT NAT MUN ETF | $279K | 0.1% | 2,640 SH | |
| ISHARES TR | US CONSUM DISCRE | $212K | 0.1% | 2,400 SH | |
| J P MORGAN EXCHANGE TRADED F | JPMORGAM LTD DUR | $2.0M | 0.8% | 38,430 SH | |
| JPMORGAN CHASE & CO. | COM | $306K | 0.1% | 1,246 SH | |
| LOWES COS INC | COM | $509K | 0.2% | 2,183 SH | |
| META PLATFORMS INC | CL A | $253K | 0.1% | 439 SH | |
| MICROSOFT CORP | COM | $1.7M | 0.7% | 4,486 SH | |
| NVIDIA CORPORATION | COM | $712K | 0.3% | 6,571 SH | |
| PIMCO ETF TR | 1-5 US TIP IDX | $1.3M | 0.5% | 24,747 SH | |
| PIMCO ETF TR | ACTIVE BD ETF | $4.3M | 1.8% | 47,023 SH | |
| PIMCO ETF TR | ENHAN SHRT MA AC | $1.0M | 0.4% | 9,939 SH | |
| RTX CORPORATION | COM | $237K | 0.1% | 1,789 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $1.8M | 0.7% | 3,202 SH | |
| TRANE TECHNOLOGIES PLC | SHS | $249K | 0.1% | 738 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $6.5M | 2.6% | 83,199 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $55.2M | 22.2% | 751,437 SH | |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $527K | 0.2% | 10,789 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $207K | 0.1% | 559 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $540K | 0.2% | 1,051 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $334K | 0.1% | 1,506 SH | |
| VANGUARD INDEX FDS | SML CP GRW ETF | $4.3M | 1.7% | 16,970 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $14.8M | 5.9% | 53,688 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $294K | 0.1% | 6,504 SH | |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $5.6M | 2.3% | 112,121 SH | |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $1.2M | 0.5% | 26,458 SH | |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $442K | 0.2% | 7,525 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $653K | 0.3% | 8,269 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $606K | 0.2% | 3,126 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $897K | 0.4% | 14,436 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.0M | 0.4% | 20,531 SH | |
| VANGUARD WORLD FD | CONSUM STP ETF | $265K | 0.1% | 1,211 SH | |
| VANGUARD WORLD FD | ESG US CORP BD | $396K | 0.2% | 6,293 SH | |
| VANGUARD WORLD FD | ESG US STK ETF | $363K | 0.1% | 3,707 SH | |
| VANGUARD WORLD FD | HEALTH CAR ETF | $614K | 0.2% | 2,319 SH | |
| WALMART INC | COM | $777K | 0.3% | 8,848 SH | |
| WISDOMTREE TR | US LARGECAP FUND | $647K | 0.3% | 10,913 SH | |
| WISDOMTREE TR | US SMALLCAP FUND | $381K | 0.2% | 7,802 SH | |
| WISDOMTREE TR | US TOTAL DIVIDND | $333K | 0.1% | 4,321 SH | |
| WORKDAY INC | CL A | $408K | 0.2% | 1,749 SH |
| 13F-HR |
| 0001949824-25-000003 |
| $290.5M |
| View |
| Aug 3, 2026 | Q2 2026 | 13F-HR | 0001949824-26-000004 | $353.9M | View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001085146-25-005237 | $268.6M | View |
| Apr 23, 2026 | Q1 2026 | 13F-HR | 0001949824-26-000002 | $314.5M | View |
| May 8, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002778 | $248.2M | View |