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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 | $1.3M | 0.4%Prev: 0.2% | 3,729 SH | Increased+112 SH |
| AMAZON COM INC | COM | $495K | 0.1%Prev: 0.2% | 2,077 SH | Increased+211 SH |
| APPLE INC | COM | $2.0M | 0.6%Prev: 0.5% | 6,790 SH | Increased-212 SH |
| ARISTA NETWORKS INC | COM SHS | $340K | 0.1%Prev: 0.1% | 2,000 SH | Increased |
| AT&T INC | COM | $213K | 0.1%Prev: 0.1% | 10,273 SH | Decreased-1,539 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.4M | 0.4%Prev: 0.6% | 2,787 SH | Decreased-654 SH |
| BROADCOM INC | COM | $224K | 0.1% | 593 SH | New |
| CVS HEALTH CORP | COM | $204K | 0.1% | 1,969 SH | New |
| DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | $12.8M | 3.6% | 303,658 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $2.8M | 0.8%Prev: 0.2% | 68,715 SH | Increased+46,284 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $9.3M | 2.6%Prev: 2.8% | 232,434 SH | Increased-23,639 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $610K | 0.2% | 21,058 SH | New |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $791K | 0.2% | 19,164 SH | New |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $20.0M | 5.7%Prev: 6.9% | 485,639 SH | Increased-49,161 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $6.0M | 1.7%Prev: 0.6% | 160,754 SH | Increased+109,036 SH |
| DIMENSIONAL ETF TRUST | SHOR DUR FIX ETF | $16.2M | 4.6% | 338,620 SH | New |
| DIMENSIONAL ETF TRUST | ULTR FIX INC ETF | $1.0M | 0.3% | 19,764 SH | New |
| DIMENSIONAL ETF TRUST | US COR EQU 1 ETF | $13.3M | 3.8% | 162,396 SH | New |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $12.4M | 3.5% | 279,959 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $55.7M | 15.7%Prev: 20.0% | 1,077,468 SH | Increased-192,194 SH |
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | $441K | 0.1% | 5,388 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $341K | 0.1%Prev: 0.1% | 6,195 SH | Increased+91 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $529K | 0.1% | 13,645 SH | New |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $361K | 0.1%Prev: 0.1% | 9,803 SH | Increased+847 SH |
| DOUBLELINE ETF TRUST | OPPO CORE BD ETF | $1.0M | 0.3% | 22,733 SH | New |
| ELI LILLY & CO | COM | $3.4M | 1.0%Prev: 3.2% | 2,850 SH | Decreased-8,147 SH |
| FIDELITY COVINGTON TRUST | MSCI RL EST ETF | $4.0M | 1.1%Prev: 1.3% | 135,769 SH | Increased+4,266 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $7.5M | 2.1%Prev: 0.6% | 164,190 SH | Increased+130,158 SH |
| GOLDMAN SACHS GROUP INC | COM | $506K | 0.1%Prev: 0.1% | 500 SH | Increased |
| HYPERFINE INC | COM CL A | $57K | 0.0%Prev: 0.0% | 42,398 SH | Increased |
| IDEXX LABS INC | COM | $294K | 0.1% | 559 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $376K | 0.1%Prev: 0.1% | 1,765 SH | Increased-235 SH |
| ISHARES INC | CORE MSCI EMKT | $2.8M | 0.8%Prev: 0.3% | 34,102 SH | Increased+22,828 SH |
| ISHARES TR | 1 3 YR TREAS BD | $2.7M | 0.8%Prev: 1.3% | 33,346 SH | Decreased-8,201 SH |
| ISHARES TR | CORE MSCI TOTAL | $689K | 0.2%Prev: 0.2% | 7,214 SH | Increased-1,325 SH |
| ISHARES TR | CORE S&P500 ETF | $6.8M | 1.9%Prev: 2.1% | 9,064 SH | Increased-223 SH |
| ISHARES TR | CORE UNIVRSL USD | $811K | 0.2% | 17,581 SH | New |
| ISHARES TR | ESG ADVAN ETF | $573K | 0.2% | 13,177 SH | New |
| ISHARES TR | ESG MSCI KLD ETF | $478K | 0.1% | 3,360 SH | New |
| ISHARES TR | IBONDS 26 TRM TS | $1.3M | 0.4%Prev: 0.5% | 54,816 SH | Decreased-6,830 SH |
| ISHARES TR | IBONDS 27 TRM TS | $579K | 0.2%Prev: 0.3% | 25,888 SH | Decreased-5,909 SH |
| ISHARES TR | IBONDS 28 TRM TS | $2.0M | 0.6%Prev: 0.1% | 91,472 SH | Increased+79,051 SH |
| ISHARES TR | MBS ETF | $4.6M | 1.3%Prev: 2.0% | 49,158 SH | Decreased-7,353 SH |
| ISHARES TR | NATIONAL MUN ETF | $214K | 0.1% | 1,985 SH | New |
| ISHARES TR | S&P SML 600 GWT | $398K | 0.1%Prev: 0.1% | 2,229 SH | Increased-511 SH |
| ISHARES TR | SHRT NAT MUN ETF | $307K | 0.1%Prev: 0.1% | 2,879 SH | Increased+239 SH |
| J P MORGAN EXCHANGE TRADED F | JPMORGAM LTD DUR | $15.5M | 4.4%Prev: 1.0% | 296,964 SH | Increased+243,874 SH |
| JPMORGAN CHASE & CO | COM | $451K | 0.1% | 1,378 SH | New |
| KLA CORP | COM NEW | $205K | 0.1% | 680 SH | New |
| LAM RESEARCH CORP | COM NEW | $442K | 0.1% | 1,020 SH | New |
| META PLATFORMS INC | CL A | $249K | 0.1%Prev: 0.1% | 442 SH | Decreased+24 SH |
| MICROSOFT CORP | COM | $1.7M | 0.5%Prev: 0.8% | 4,522 SH | Decreased+36 SH |
| NVIDIA CORPORATION | COM | $378K | 0.1%Prev: 0.2% | 1,889 SH | Decreased-724 SH |
| PIMCO ETF TR | 1-5 US TIP IDX | $1.0M | 0.3%Prev: 0.5% | 18,749 SH | Decreased-5,247 SH |
| PIMCO ETF TR | ACTIVE BD ETF | $3.7M | 1.0%Prev: 1.5% | 39,884 SH | Decreased-5,185 SH |
| PIMCO ETF TR | ENHAN SHRT MA AC | $3.6M | 1.0%Prev: 0.4% | 36,001 SH | Increased+26,131 SH |
| PROGRESS SOFTWARE CORP | COM | $207K | 0.1% | 6,169 SH | New |
| RTX CORPORATION | COM | $343K | 0.1%Prev: 0.1% | 1,806 SH | Increased+15 SH |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $11.6M | 3.3% | 15,515 SH | New |
| TRANE TECHNOLOGIES PLC | SHS | $362K | 0.1%Prev: 0.1% | 738 SH | Increased |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $8.5M | 2.4%Prev: 2.5% | 109,242 SH | Increased+22,478 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $49.7M | 14.0%Prev: 21.1% | 676,966 SH | Decreased-91,438 SH |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $897K | 0.3% | 18,023 SH | New |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $640K | 0.2%Prev: 0.2% | 13,205 SH | Increased+393 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $617K | 0.2%Prev: 0.2% | 898 SH | Increased-153 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $681K | 0.2% | 2,801 SH | New |
| VANGUARD INDEX FDS | SMALL CP ETF | $409K | 0.1%Prev: 0.1% | 1,349 SH | Increased-157 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $5.7M | 1.6%Prev: 1.7% | 15,534 SH | Increased-1,329 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $26.1M | 7.4%Prev: 6.2% | 70,599 SH | Increased+16,139 SH |
| VANGUARD INDEX FDS | VALUE ETF | $421K | 0.1% | 1,931 SH | New |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $271K | 0.1%Prev: 0.1% | 4,536 SH | Decreased-1,168 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $5.9M | 1.7%Prev: 2.1% | 116,587 SH | Increased+2,035 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $1.0M | 0.3%Prev: 0.5% | 21,818 SH | Decreased-4,497 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $438K | 0.1%Prev: 0.2% | 7,525 SH | Decreased-187 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $371K | 0.1%Prev: 0.2% | 4,693 SH | Decreased-3,127 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $632K | 0.2%Prev: 0.2% | 2,669 SH | Decreased-457 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $801K | 0.2%Prev: 0.3% | 9,365 SH | Decreased-3,077 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $6.3M | 1.8%Prev: 0.6% | 88,398 SH | Increased+59,849 SH |
| VANGUARD WORLD FD | CONSUM STP ETF | $265K | 0.1%Prev: 0.1% | 1,174 SH | Decreased-37 SH |
| VANGUARD WORLD FD | ESG US CORP BD | $404K | 0.1%Prev: 0.2% | 6,433 SH | Decreased-65 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $459K | 0.1%Prev: 0.1% | 3,469 SH | Increased-171 SH |
| VANGUARD WORLD FD | HEALTH CAR ETF | $544K | 0.2%Prev: 0.2% | 1,818 SH | Decreased-502 SH |
| WALMART INC | COM | $990K | 0.3%Prev: 0.3% | 8,738 SH | Increased-110 SH |
| WELLS FARGO & CO | COM | $215K | 0.1% | 2,596 SH | New |
| WISDOMTREE TR | US LARGECAP FUND | $779K | 0.2%Prev: 0.3% | 10,012 SH | Increased-902 SH |
| WISDOMTREE TR | US SMALLCAP FUND | $511K | 0.1%Prev: 0.1% | 7,540 SH | Increased-263 SH |
| WISDOMTREE TR | US TOTAL DIVIDND | $341K | 0.1%Prev: 0.1% | 3,656 SH | Increased-602 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 |