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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 | $638K | 0.2%Prev: 0.3% | 3,617 SH | Decreased-65 SH |
| AMAZON COM INC | COM | $409K | 0.2%Prev: 0.1% | 1,866 SH | Decreased-147 SH |
| APPLE INC | COM | $1.4M | 0.5%Prev: 0.6% | 7,002 SH | Decreased+92 SH |
| ARISTA NETWORKS INC | COM SHS | $205K | 0.1%Prev: 0.1% | 2,000 SH | Decreased |
| AT&T INC | COM | $342K | 0.1%Prev: 0.1% | 11,812 SH | Increased+1,458 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.7M | 0.6%Prev: 0.4% | 3,441 SH | Increased+667 SH |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $9.6M | 3.6%Prev: 3.5% | 227,808 SH | Decreased-35,568 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $666K | 0.2%Prev: 0.6% | 22,431 SH | Decreased-34,578 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $7.4M | 2.8%Prev: 2.6% | 256,073 SH | Decreased+14,935 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $18.5M | 6.9%Prev: 6.2% | 534,800 SH | Decreased+31,530 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $1.6M | 0.6%Prev: 1.5% | 51,718 SH | Decreased-78,488 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $5.3M | 2.0%Prev: 4.0% | 109,915 SH | Decreased-153,634 SH |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | $209K | 0.1%Prev: 0.2% | 4,121 SH | Decreased-10,370 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $53.8M | 20.0%Prev: 16.2% | 1,269,662 SH | Increased+137,301 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | $3.0M | 1.1%Prev: 3.1% | 45,014 SH | Decreased-91,320 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $4.0M | 1.5%Prev: 2.9% | 111,426 SH | Decreased-125,923 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $441K | 0.2%Prev: 0.1% | 6,583 SH | Increased+730 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $258K | 0.1%Prev: 0.1% | 6,104 SH | Decreased-71 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $467K | 0.2%Prev: 0.2% | 15,854 SH | Decreased+1,375 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $263K | 0.1%Prev: 0.1% | 8,956 SH | Decreased-731 SH |
| DOUBLELINE ETF TRUST | OPPORTUNISTIC CO | $1.2M | 0.4%Prev: 0.3% | 25,437 SH | Increased+1,658 SH |
| ELI LILLY & CO | COM | $8.6M | 3.2%Prev: 0.8% | 10,997 SH | Increased+8,158 SH |
| FIDELITY COVINGTON TRUST | MSCI RL EST ETF | $3.6M | 1.3%Prev: 1.2% | 131,503 SH | Decreased-3,417 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $1.6M | 0.6%Prev: 1.7% | 34,032 SH | Decreased-85,909 SH |
| GOLDMAN SACHS GROUP INC | COM | $354K | 0.1%Prev: 0.1% | 500 SH | Decreased |
| HONEYWELL INTL INC | COM | $412K | 0.2%Prev: 0.1% | 1,768 SH | Increased |
| HYPERFINE INC | COM CL A | $31K | 0.0%Prev: 0.0% | 42,398 SH | Decreased |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $363K | 0.1%Prev: 0.1% | 2,000 SH | Increased+235 SH |
| ISHARES INC | CORE MSCI EMKT | $677K | 0.3%Prev: 0.6% | 11,274 SH | Decreased-16,989 SH |
| ISHARES TR | 1 3 YR TREAS BD | $3.4M | 1.3%Prev: 0.9% | 41,547 SH | Increased+7,088 SH |
| ISHARES TR | CORE MSCI TOTAL | $660K | 0.2%Prev: 0.2% | 8,539 SH | Decreased+816 SH |
| ISHARES TR | CORE S&P500 ETF | $5.8M | 2.1%Prev: 1.9% | 9,287 SH | Decreased+106 SH |
| ISHARES TR | CORE TOTAL USD | $942K | 0.4% | 20,384 SH | New |
| ISHARES TR | CORE US AGGBD ET | $227K | 0.1% | 2,284 SH | New |
| ISHARES TR | ESG ADV TTL USD | $578K | 0.2% | 13,278 SH | New |
| ISHARES TR | ESG MSCI KLD 400 | $411K | 0.2%Prev: 0.1% | 3,536 SH | Increased+219 SH |
| ISHARES TR | IBONDS 25 TRM TS | $2.1M | 0.8% | 90,476 SH | New |
| ISHARES TR | IBONDS 26 TRM TS | $1.4M | 0.5%Prev: 0.4% | 61,646 SH | Increased+5,912 SH |
| ISHARES TR | IBONDS 27 TRM TS | $715K | 0.3%Prev: 0.2% | 31,797 SH | Increased+6,038 SH |
| ISHARES TR | IBONDS 28 TRM TS | $278K | 0.1%Prev: 0.7% | 12,421 SH | Decreased-79,825 SH |
| ISHARES TR | MBS ETF | $5.3M | 2.0%Prev: 1.6% | 56,511 SH | Increased+4,921 SH |
| ISHARES TR | S&P SML 600 GWT | $365K | 0.1%Prev: 0.1% | 2,740 SH | Increased+315 SH |
| ISHARES TR | SHRT NAT MUN ETF | $281K | 0.1%Prev: 0.1% | 2,640 SH | Increased+94 SH |
| ISHARES TR | US CONSUM DISCRE | $215K | 0.1% | 2,160 SH | New |
| J P MORGAN EXCHANGE TRADED F | JPMORGAM LTD DUR | $2.8M | 1.0%Prev: 3.8% | 53,090 SH | Decreased-175,767 SH |
| JPMORGAN CHASE & CO. | COM | $356K | 0.1% | 1,228 SH | New |
| LOWES COS INC | COM | $484K | 0.2% | 2,183 SH | New |
| META PLATFORMS INC | CL A | $309K | 0.1%Prev: 0.1% | 418 SH | Increased |
| MICROSOFT CORP | COM | $2.2M | 0.8%Prev: 0.6% | 4,486 SH | Increased-508 SH |
| NVIDIA CORPORATION | COM | $413K | 0.2%Prev: 0.1% | 2,613 SH | Increased+794 SH |
| PIMCO ETF TR | 1-5 US TIP IDX | $1.3M | 0.5%Prev: 0.3% | 23,996 SH | Increased+4,298 SH |
| PIMCO ETF TR | ACTIVE BD ETF | $4.2M | 1.5%Prev: 1.2% | 45,069 SH | Increased+2,973 SH |
| PIMCO ETF TR | ENHAN SHRT MA AC | $992K | 0.4%Prev: 0.9% | 9,870 SH | Decreased-17,367 SH |
| RTX CORPORATION | COM | $261K | 0.1%Prev: 0.1% | 1,791 SH | Decreased-13 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $2.9M | 1.1% | 4,632 SH | New |
| TRANE TECHNOLOGIES PLC | SHS | $323K | 0.1%Prev: 0.1% | 738 SH | Increased |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $6.8M | 2.5%Prev: 2.6% | 86,764 SH | Decreased-17,181 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $56.6M | 21.1%Prev: 16.8% | 768,404 SH | Increased+52,231 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $634K | 0.2%Prev: 0.2% | 12,812 SH | Decreased-494 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $266K | 0.1% | 606 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $597K | 0.2%Prev: 0.2% | 1,051 SH | Increased+128 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $357K | 0.1%Prev: 0.1% | 1,506 SH | Increased+157 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $4.7M | 1.7%Prev: 1.5% | 16,863 SH | Decreased+1,056 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $16.6M | 6.2%Prev: 6.8% | 54,460 SH | Decreased-11,884 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $282K | 0.1%Prev: 0.2% | 5,704 SH | Decreased-3,811 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $5.8M | 2.1%Prev: 1.9% | 114,552 SH | Decreased-2,561 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $1.2M | 0.5%Prev: 0.3% | 26,315 SH | Increased+3,558 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $453K | 0.2%Prev: 0.1% | 7,712 SH | Increased+187 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $622K | 0.2%Prev: 0.1% | 7,820 SH | Increased+2,974 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $640K | 0.2%Prev: 0.2% | 3,126 SH | Increased+459 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $860K | 0.3%Prev: 0.2% | 12,442 SH | Increased+2,296 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.6M | 0.6%Prev: 1.5% | 28,549 SH | Decreased-43,662 SH |
| VANGUARD WORLD FD | CONSUM STP ETF | $265K | 0.1%Prev: 0.1% | 1,211 SH | Increased+37 SH |
| VANGUARD WORLD FD | ESG US CORP BD | $412K | 0.2%Prev: 0.1% | 6,498 SH | Increased+169 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $399K | 0.1%Prev: 0.1% | 3,640 SH | Increased+205 SH |
| VANGUARD WORLD FD | HEALTH CAR ETF | $576K | 0.2%Prev: 0.2% | 2,320 SH | Increased+502 SH |
| WALMART INC | COM | $865K | 0.3%Prev: 0.3% | 8,848 SH | Decreased+187 SH |
| WELLS FARGO CO NEW | COM | $208K | 0.1% | 2,596 SH | New |
| WISDOMTREE TR | US LARGECAP FUND | $699K | 0.3%Prev: 0.2% | 10,914 SH | Decreased+489 SH |
| WISDOMTREE TR | US SMALLCAP FUND | $398K | 0.1%Prev: 0.1% | 7,803 SH | Decreased+265 SH |
| WISDOMTREE TR | US TOTAL DIVIDND | $339K | 0.1%Prev: 0.1% | 4,258 SH | Increased+508 SH |
| WORKDAY INC | CL A | $420K | 0.2%Prev: 0.1% | 1,749 SH | Increased |
| 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 |