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CIK 0001916066 • 6 13F filings • May 15, 2025 – Aug 6, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $2.2M | 2.3%Prev: 2.1% | 7,939 SH | Increased-100 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $1.5M | 1.6%Prev: 1.6% | 2 SH | Increased |
| CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | $219K | 0.2%Prev: 0.2% | 5,451 SH | Decreased-163 SH |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $525K | 0.6%Prev: 0.5% | 12,035 SH | Increased-244 SH |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | $218K | 0.2%Prev: 0.2% | 6,281 SH | Decreased-275 SH |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | $264K | 0.3%Prev: 0.3% | 5,935 SH | Decreased-123 SH |
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | $16.1M | 17.3%Prev: 17.5% | 711,642 SH | Decreased-30,825 SH |
| CARDIFF ONCOLOGY INC | COM | $45K | 0.0%Prev: 0.0% | 16,000 SH | Increased |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $5.3M | 5.7%Prev: 5.5% | 124,953 SH | Increased+627 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $2.3M | 2.5%Prev: 2.6% | 71,216 SH | Decreased-6,989 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $273K | 0.3%Prev: 0.3% | 5,478 SH | Increased-127 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $8.1M | 8.7%Prev: 8.8% | 212,312 SH | Decreased-21,604 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $232K | 0.2%Prev: 0.3% | 4,836 SH | Decreased-267 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $11.5M | 12.4%Prev: 12.5% | 246,170 SH | Decreased-17,753 SH |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $11.8M | 12.6%Prev: 12.5% | 344,721 SH | Decreased-23,558 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $208K | 0.2%Prev: 0.2% | 2,984 SH | Increased-38 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $308K | 0.3%Prev: 0.3% | 5,177 SH | Increased-88 SH |
| ISHARES TR | U.S. MED DVC ETF | $629K | 0.7%Prev: 0.7% | 10,120 SH | Decreased-1,184 SH |
| MICROSOFT CORP | COM | $469K | 0.5%Prev: 0.5% | 971 SH | Decreased-15 SH |
| NVIDIA CORPORATION | COM | $501K | 0.5%Prev: 0.5% | 2,685 SH | Increased+155 SH |
| PEPSICO INC | COM | $518K | 0.6%Prev: 0.5% | 3,608 SH | Increased |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $950K | 1.0%Prev: 1.0% | 29,017 SH | Decreased |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $1.7M | 1.8%Prev: 1.7% | 71,698 SH | Increased-478 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $12.6M | 13.5%Prev: 13.6% | 386,112 SH | Decreased-25,899 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $344K | 0.4%Prev: 0.3% | 12,797 SH | Increased |
| TESLA INC | COM | $405K | 0.4%Prev: 0.4% | 901 SH | Increased+101 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $1.3M | 1.3%Prev: 1.3% | 16,071 SH | Decreased+40 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $4.7M | 5.1%Prev: 5.2% | 16,355 SH | Decreased-650 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $675K | 0.7%Prev: 0.5% | 1,076 SH | Increased+268 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $4.5M | 4.8%Prev: 4.8% | 17,260 SH | Decreased-968 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.6M | 2.8%Prev: 2.8% | 7,665 SH | Decreased-453 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $300K | 0.3% | 3,584 SH | New |
| 13F-HR |
| 0001172661-26-003109 |
| $84.6M |
| View |
| Jul 24, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002708 | $95.6M | View |
| May 5, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001601 | $81.8M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001172661-25-002097 | $101.1M | View |