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CIK 0002056683 • 5 13F filings • Apr 14, 2025 – May 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $242K | 0.1%Prev: 0.2% | 1,061 SH | Decreased-76 SH |
| ADVANCED MICRO DEVICES INC | COM | $414K | 0.2%Prev: 0.2% | 1,935 SH | Increased-54 SH |
| ALPHABET INC | CAP STK CL A | $13.5M | 7.5%Prev: 6.7% | 43,085 SH | Increased-421 SH |
| ALPHABET INC | CAP STK CL C | $13.4M | 7.5%Prev: 6.6% | 42,798 SH | Increased+499 SH |
| AMAZON COM INC | COM | $5.5M | 3.1%Prev: 1.0% | 23,800 SH | Increased+16,469 SH |
| APPLE INC | COM | $3.3M | 1.8%Prev: 2.8% | 12,092 SH | Decreased-5,193 SH |
| ARISTA NETWORKS INC | COM SHS | $519K | 0.3%Prev: 0.3% | 3,959 SH | Decreased+192 SH |
| BANK AMERICA CORP | COM | $222K | 0.1%Prev: 0.1% | 4,037 SH | Increased-136 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $485K | 0.3%Prev: 0.3% | 965 SH | Decreased-64 SH |
| BROADCOM INC | COM | $3.8M | 2.1%Prev: 3.0% | 10,853 SH | Decreased-3,295 SH |
| CISCO SYS INC | COM | $819K | 0.5% | 10,627 SH | New |
| COSTCO WHSL CORP NEW | COM | $307K | 0.2%Prev: 0.2% | 356 SH | Decreased-30 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $1.4M | 0.8%Prev: 0.8% | 42,866 SH | Increased |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $4.3M | 2.4%Prev: 2.8% | 108,049 SH | Decreased-6,000 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $52.1M | 29.1%Prev: 34.9% | 702,761 SH | Decreased-53,968 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $928K | 0.5%Prev: 0.7% | 24,393 SH | Decreased-3,375 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $281K | 0.2%Prev: 0.2% | 8,585 SH | Increased |
| EA SERIES TRUST | ALPHA ARCHITECT | $18.8M | 10.5% | 381,936 SH | New |
| ELI LILLY & CO | COM | $457K | 0.3%Prev: 0.2% | 425 SH | Increased-1 SH |
| EXXON MOBIL CORP | COM | $280K | 0.2%Prev: 0.2% | 2,330 SH | Increased+42 SH |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | $1.9M | 1.1%Prev: 2.3% | 19,242 SH | Decreased-17,435 SH |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | $2.7M | 1.5%Prev: 1.8% | 20,422 SH | Decreased-761 SH |
| GOLDMAN SACHS ETF TR | ULTRA SHORT BOND | $603K | 0.3%Prev: 0.5% | 11,953 SH | Decreased-4,984 SH |
| INTUIT | COM | $1.1M | 0.6%Prev: 0.7% | 1,632 SH | Decreased-17 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $2.1M | 1.2%Prev: 1.5% | 10,862 SH | Decreased-1,226 SH |
| ISHARES INC | CORE MSCI EMKT | $298K | 0.2%Prev: 0.2% | 4,430 SH | Increased-68 SH |
| ISHARES TR | CORE MSCI TOTAL | $4.4M | 2.4%Prev: 2.7% | 51,676 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $1.3M | 0.8%Prev: 0.2% | 1,967 SH | Increased+1,547 SH |
| ISHARES TR | NATIONAL MUN ETF | $644K | 0.4%Prev: 0.4% | 6,015 SH | Increased |
| ISHARES TR | S&P 500 GRWT ETF | $297K | 0.2%Prev: 0.2% | 2,408 SH | Increased |
| ISHARES TR | SP SMCP600VL ETF | $934K | 0.5%Prev: 0.7% | 8,216 SH | Decreased-2,067 SH |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | $1.1M | 0.6%Prev: 0.7% | 17,438 SH | Increased+9 SH |
| JOHNSON & JOHNSON | COM | $242K | 0.1%Prev: 0.2% | 1,169 SH | Decreased-199 SH |
| JPMORGAN CHASE & CO. | COM | $507K | 0.3%Prev: 0.3% | 1,574 SH | Decreased-114 SH |
| MASTERCARD INCORPORATED | CL A | $271K | 0.2%Prev: 0.2% | 475 SH | Decreased-58 SH |
| META PLATFORMS INC | CL A | $821K | 0.5%Prev: 0.6% | 1,244 SH | Decreased-42 SH |
| MICRON TECHNOLOGY INC | COM | $234K | 0.1% | 819 SH | New |
| MICROSOFT CORP | COM | $4.4M | 2.5%Prev: 2.8% | 9,162 SH | Increased+688 SH |
| NETFLIX INC | COM | $225K | 0.1%Prev: 0.2% | 2,401 SH | Decreased+2,098 SH |
| NVIDIA CORPORATION | COM | $4.3M | 2.4%Prev: 2.3% | 22,965 SH | Increased+3,391 SH |
| ORACLE CORP | COM | $1.2M | 0.7%Prev: 0.9% | 6,246 SH | Decreased+981 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $239K | 0.1%Prev: 0.1% | 1,344 SH | Increased+129 SH |
| PGIM ETF TR | AAA CLO ETF | $1.0M | 0.6%Prev: 0.7% | 20,444 SH | Decreased-1,228 SH |
| PGIM ETF TR | PGIM ULTRA SH BD | $1.1M | 0.6%Prev: 0.8% | 21,810 SH | Decreased-2,893 SH |
| SALESFORCE INC | COM | $894K | 0.5%Prev: 0.5% | 3,374 SH | Increased+4 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $254K | 0.1%Prev: 0.2% | 10,550 SH | Increased |
| SOUND POINT MERIDIAN CAP INC | COMMON STOCK | $1.1M | 0.6%Prev: 0.8% | 79,798 SH | Decreased+4,243 SH |
| SPDR INDEX SHS FDS | S&P EMKTSC ETF | $267K | 0.1%Prev: 0.2% | 4,074 SH | Decreased |
| SPDR S&P 500 ETF TR | TR UNIT | $371K | 0.2%Prev: 0.2% | 544 SH | Decreased-27 SH |
| SYNOPSYS INC | COM | $211K | 0.1%Prev: 0.1% | 449 SH | Decreased-17 SH |
| TESLA INC | COM | $735K | 0.4%Prev: 0.5% | 1,634 SH | Decreased-283 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $543K | 0.3%Prev: 0.3% | 11,239 SH | Increased+357 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $795K | 0.4%Prev: 0.5% | 1,629 SH | Increased+1 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $6.3M | 3.5%Prev: 4.1% | 10,088 SH | Decreased-527 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $5.1M | 2.8%Prev: 1.9% | 15,133 SH | Increased+6,268 SH |
| VANGUARD INDEX FDS | VALUE ETF | $2.1M | 1.2%Prev: 1.4% | 11,218 SH | Decreased-596 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $503K | 0.3% | 8,392 SH | New |
| VANGUARD STAR FDS | VG TL INTL STK F | $3.7M | 2.1%Prev: 2.3% | 48,915 SH | Increased+431 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $387K | 0.2%Prev: 0.2% | 6,187 SH | Increased |
| VANGUARD WORLD FD | INF TECH ETF | $318K | 0.2%Prev: 0.2% | 422 SH | Increased |
| VISA INC | COM CL A | $1.7M | 1.0%Prev: 1.1% | 4,886 SH | Increased-126 SH |
| WALMART INC | COM | $330K | 0.2%Prev: 0.2% | 2,958 SH | Increased+334 SH |
| WISDOMTREE TR | EMG MKTS SMCAP | $667K | 0.4%Prev: 0.4% | 11,646 SH | Increased+11 SH |
| 13F-HR |
| 0001951757-26-001148 |
| $268.0M |
| View |
| Aug 5, 2025 | Q2 2025 | 13F-HR | 0001951757-25-001023 | $139.2M | View |
| May 7, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000786 | $197.4M | View |
| Apr 14, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000351 | $109.7M | View |