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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 | $879K | 0.3%Prev: 0.4% | 3,618 SH | Decreased-111 SH |
| AMAZON COM INC | COM | $441K | 0.2%Prev: 0.1% | 2,006 SH | Decreased-71 SH |
| APPLE INC | COM | $1.8M | 0.6%Prev: 0.6% | 6,901 SH | Decreased+111 SH |
| ARISTA NETWORKS INC | COM SHS | $291K | 0.1%Prev: 0.1% | 2,000 SH | Decreased |
| AT&T INC | COM | $332K | 0.1%Prev: 0.1% | 11,767 SH | Increased+1,494 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.7M | 0.6%Prev: 0.4% | 3,441 SH | Increased+654 SH |
| BROADCOM INC | COM | $225K | 0.1%Prev: 0.1% | 682 SH | Increased+89 SH |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $9.6M | 3.3% | 224,911 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $1.1M | 0.4%Prev: 0.8% | 34,654 SH | Decreased-34,061 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $7.9M | 2.7%Prev: 2.6% | 251,772 SH | Decreased+19,338 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $256K | 0.1%Prev: 0.2% | 9,369 SH | Decreased-11,689 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $19.0M | 6.5%Prev: 5.7% | 522,645 SH | Decreased+37,006 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $2.6M | 0.9%Prev: 1.7% | 78,951 SH | Decreased-81,803 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $6.9M | 2.4% | 143,426 SH | New |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | $279K | 0.1% | 5,494 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $56.0M | 19.3%Prev: 15.7% | 1,223,276 SH | Increased+145,808 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | $5.1M | 1.8% | 71,515 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $6.0M | 2.0% | 154,359 SH | New |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $477K | 0.2% | 6,583 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $274K | 0.1%Prev: 0.1% | 6,131 SH | Decreased-64 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $505K | 0.2% | 15,854 SH | New |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $281K | 0.1%Prev: 0.1% | 8,959 SH | Decreased-844 SH |
| DOUBLELINE ETF TRUST | OPPORTUNISTIC CO | $1.2M | 0.4% | 25,467 SH | New |
| ELI LILLY & CO | COM | $7.4M | 2.6%Prev: 1.0% | 9,724 SH | Increased+6,874 SH |
| FIDELITY COVINGTON TRUST | MSCI RL EST ETF | $3.7M | 1.3%Prev: 1.1% | 131,973 SH | Decreased-3,796 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $2.6M | 0.9%Prev: 2.1% | 57,285 SH | Decreased-106,905 SH |
| GOLDMAN SACHS GROUP INC | COM | $398K | 0.1%Prev: 0.1% | 500 SH | Decreased |
| HONEYWELL INTL INC | COM | $372K | 0.1% | 1,768 SH | New |
| HYPERFINE INC | COM CL A | $61K | 0.0%Prev: 0.0% | 42,398 SH | Increased |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $379K | 0.1%Prev: 0.1% | 2,000 SH | Increased+235 SH |
| ISHARES INC | CORE MSCI EMKT | $1.1M | 0.4%Prev: 0.8% | 17,347 SH | Decreased-16,755 SH |
| ISHARES TR | 1 3 YR TREAS BD | $3.3M | 1.1%Prev: 0.8% | 40,237 SH | Increased+6,891 SH |
| ISHARES TR | CORE MSCI TOTAL | $705K | 0.2%Prev: 0.2% | 8,539 SH | Increased+1,325 SH |
| ISHARES TR | CORE S&P500 ETF | $5.9M | 2.0%Prev: 1.9% | 8,882 SH | Decreased-182 SH |
| ISHARES TR | CORE TOTAL USD | $952K | 0.3% | 20,384 SH | New |
| ISHARES TR | CORE US AGGBD ET | $229K | 0.1% | 2,287 SH | New |
| ISHARES TR | ESG ADV TTL USD | $584K | 0.2% | 13,288 SH | New |
| ISHARES TR | ESG MSCI KLD 400 | $431K | 0.1% | 3,426 SH | New |
| ISHARES TR | IBONDS 25 TRM TS | $2.0M | 0.7% | 85,373 SH | New |
| ISHARES TR | IBONDS 26 TRM TS | $1.3M | 0.5%Prev: 0.4% | 57,110 SH | Increased+2,294 SH |
| ISHARES TR | IBONDS 27 TRM TS | $612K | 0.2%Prev: 0.2% | 27,156 SH | Increased+1,268 SH |
| ISHARES TR | IBONDS 28 TRM TS | $280K | 0.1%Prev: 0.6% | 12,499 SH | Decreased-78,973 SH |
| ISHARES TR | MBS ETF | $5.4M | 1.8%Prev: 1.3% | 56,319 SH | Increased+7,161 SH |
| ISHARES TR | S&P SML 600 GWT | $388K | 0.1%Prev: 0.1% | 2,740 SH | Decreased+511 SH |
| ISHARES TR | SHRT NAT MUN ETF | $282K | 0.1%Prev: 0.1% | 2,640 SH | Decreased-239 SH |
| ISHARES TR | US CONSUM DISCRE | $226K | 0.1% | 2,160 SH | New |
| J P MORGAN EXCHANGE TRADED F | JPMORGAM LTD DUR | $5.1M | 1.8%Prev: 4.4% | 96,960 SH | Decreased-200,004 SH |
| JPMORGAN CHASE & CO. | COM | $431K | 0.1% | 1,366 SH | New |
| LOWES COS INC | COM | $461K | 0.2% | 1,833 SH | New |
| META PLATFORMS INC | CL A | $307K | 0.1%Prev: 0.1% | 418 SH | Increased-24 SH |
| MICROSOFT CORP | COM | $2.4M | 0.8%Prev: 0.5% | 4,548 SH | Increased+26 SH |
| NVIDIA CORPORATION | COM | $338K | 0.1%Prev: 0.1% | 1,809 SH | Decreased-80 SH |
| PIMCO ETF TR | 1-5 US TIP IDX | $1.1M | 0.4%Prev: 0.3% | 20,908 SH | Increased+2,159 SH |
| PIMCO ETF TR | ACTIVE BD ETF | $4.1M | 1.4%Prev: 1.0% | 43,438 SH | Increased+3,554 SH |
| PIMCO ETF TR | ENHAN SHRT MA AC | $1.2M | 0.4%Prev: 1.0% | 11,545 SH | Decreased-24,456 SH |
| RTX CORPORATION | COM | $289K | 0.1%Prev: 0.1% | 1,726 SH | Decreased-80 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $4.8M | 1.7% | 7,258 SH | New |
| TRANE TECHNOLOGIES PLC | SHS | $311K | 0.1%Prev: 0.1% | 738 SH | Decreased |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $7.2M | 2.5%Prev: 2.4% | 91,134 SH | Decreased-18,108 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $56.8M | 19.5%Prev: 14.0% | 763,229 SH | Increased+86,263 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $1.2M | 0.4%Prev: 0.2% | 24,110 SH | Increased+10,905 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $268K | 0.1% | 559 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $644K | 0.2%Prev: 0.2% | 1,052 SH | Increased+154 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $209K | 0.1%Prev: 0.2% | 1,000 SH | Decreased-1,801 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $383K | 0.1%Prev: 0.1% | 1,506 SH | Decreased+157 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $4.8M | 1.7%Prev: 1.6% | 16,261 SH | Decreased+727 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $19.0M | 6.5%Prev: 7.4% | 57,796 SH | Decreased-12,803 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $298K | 0.1%Prev: 0.1% | 5,499 SH | Increased+963 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $6.1M | 2.1%Prev: 1.7% | 119,501 SH | Increased+2,914 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $1.1M | 0.4%Prev: 0.3% | 23,493 SH | Increased+1,675 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $443K | 0.2%Prev: 0.1% | 7,525 SH | Increased |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $552K | 0.2%Prev: 0.1% | 6,911 SH | Increased+2,218 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $658K | 0.2%Prev: 0.2% | 3,051 SH | Increased+382 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $857K | 0.3%Prev: 0.2% | 11,670 SH | Increased+2,305 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $2.6M | 0.9%Prev: 1.8% | 43,878 SH | Decreased-44,520 SH |
| VANGUARD WORLD FD | CONSUM STP ETF | $259K | 0.1%Prev: 0.1% | 1,211 SH | Decreased+37 SH |
| VANGUARD WORLD FD | ESG US CORP BD | $406K | 0.1%Prev: 0.1% | 6,325 SH | Increased-108 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $429K | 0.1%Prev: 0.1% | 3,623 SH | Decreased+154 SH |
| VANGUARD WORLD FD | HEALTH CAR ETF | $589K | 0.2%Prev: 0.2% | 2,270 SH | Increased+452 SH |
| WALMART INC | COM | $912K | 0.3%Prev: 0.3% | 8,848 SH | Decreased+110 SH |
| WELLS FARGO CO NEW | COM | $218K | 0.1% | 2,596 SH | New |
| WISDOMTREE TR | US LARGECAP FUND | $752K | 0.3%Prev: 0.2% | 10,915 SH | Decreased+903 SH |
| WISDOMTREE TR | US SMALLCAP FUND | $436K | 0.2%Prev: 0.1% | 7,804 SH | Decreased+264 SH |
| WISDOMTREE TR | US TOTAL DIVIDND | $358K | 0.1%Prev: 0.1% | 4,259 SH | Increased+603 SH |
| WORKDAY INC | CL A | $421K | 0.1% | 1,749 SH | New |
| 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 |