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CIK 0001968890 • 6 13F filings • Apr 21, 2025 – Jul 21, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $309K | 0.1%Prev: 0.1% | 987 SH | Increased |
| ALPHABET INC | CAP STK CL C | $903K | 0.2%Prev: 0.2% | 2,877 SH | Increased |
| AMAZON COM INC | COM | $339K | 0.1%Prev: 0.1% | 1,469 SH | Increased+200 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $7.3M | 1.9%Prev: 1.9% | 94,704 SH | Increased-1,569 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $4.4M | 1.1%Prev: 1.1% | 52,904 SH | Increased-437 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $14.5M | 3.7%Prev: 3.8% | 154,223 SH | Increased-6,623 SH |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | $1.2M | 0.3%Prev: 0.3% | 28,087 SH | Increased+1,450 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $14.9M | 3.8%Prev: 3.8% | 133,728 SH | Increased+1,643 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $19.5M | 5.0%Prev: 5.0% | 191,469 SH | Increased+804 SH |
| APPLE INC | COM | $3.1M | 0.8%Prev: 0.8% | 11,583 SH | Increased-434 SH |
| BANK AMERICA CORP | COM | $354K | 0.1%Prev: 0.1% | 6,436 SH | Increased+1,600 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $755K | 0.2%Prev: 0.2% | 1 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $6.1M | 1.6%Prev: 1.6% | 12,189 SH | Decreased-116 SH |
| BOSTON OMAHA CORP | CL A COM STK | $300K | 0.1%Prev: 0.1% | 24,215 SH | Increased+1,700 SH |
| DEERE & CO | COM | $481K | 0.1%Prev: 0.1% | 1,032 SH | Decreased-65 SH |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | $523K | 0.1%Prev: 0.1% | 12,611 SH | Increased+1,568 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $16.3M | 4.2%Prev: 4.3% | 492,792 SH | Increased-11,356 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $1.0M | 0.3%Prev: 0.3% | 31,663 SH | Increased |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | $927K | 0.2%Prev: 0.2% | 17,887 SH | Increased+898 SH |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $820K | 0.2%Prev: 0.2% | 19,147 SH | Increased+1,482 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $382K | 0.1%Prev: 0.1% | 7,651 SH | Increased |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $110.2M | 28.3%Prev: 28.6% | 1,486,333 SH | Increased-8,675 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $485K | 0.1%Prev: 0.1% | 21,166 SH | Decreased |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $1.1M | 0.3%Prev: 0.3% | 32,265 SH | Increased |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $2.3M | 0.6%Prev: 0.5% | 51,893 SH | Increased+4,432 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $245K | 0.1%Prev: 0.1% | 4,113 SH | Increased |
| EATON CORP PLC | SHS | $211K | 0.1%Prev: 0.1% | 664 SH | Decreased |
| EQUITY LIFESTYLE PPTYS INC | COM | $368K | 0.1% | 6,065 SH | New |
| EXXON MOBIL CORP | COM | $804K | 0.2%Prev: 0.2% | 6,680 SH | Increased |
| INVESCO QQQ TR | UNIT SER 1 | $339K | 0.1% | 552 SH | New |
| ISHARES TR | 3 7 YR TREAS BD | $244K | 0.1%Prev: 0.1% | 2,042 SH | Decreased |
| ISHARES TR | CORE MSCI EAFE | $216K | 0.1%Prev: 0.1% | 2,418 SH | Increased |
| ISHARES TR | ESG AWRE 1 5 YR | $2.2M | 0.6%Prev: 0.6% | 86,842 SH | Increased+3,851 SH |
| ISHARES TR | ISHS 5-10YR INVT | $41.0M | 10.5%Prev: 10.6% | 760,236 SH | Increased+19,716 SH |
| ISHARES TR | NATIONAL MUN ETF | $3.2M | 0.8%Prev: 0.8% | 29,842 SH | Increased+105 SH |
| ISHARES TR | RUS MID CAP ETF | $753K | 0.2%Prev: 0.2% | 7,823 SH | Decreased |
| ISHARES TR | RUSSELL 2000 ETF | $433K | 0.1%Prev: 0.1% | 1,758 SH | Increased |
| JOHNSON & JOHNSON | COM | $375K | 0.1%Prev: 0.1% | 1,811 SH | Increased+701 SH |
| JPMORGAN CHASE & CO. | COM | $1.1M | 0.3%Prev: 0.3% | 3,542 SH | Decreased-239 SH |
| MARKEL GROUP INC | COM | $546K | 0.1%Prev: 0.1% | 254 SH | Increased |
| MASTERCARD INCORPORATED | CL A | $622K | 0.2%Prev: 0.2% | 1,090 SH | Increased+5 SH |
| MICROSOFT CORP | COM | $2.5M | 0.6%Prev: 0.7% | 5,155 SH | Decreased-82 SH |
| NVIDIA CORPORATION | COM | $939K | 0.2%Prev: 0.2% | 5,037 SH | Increased+30 SH |
| ORACLE CORP | COM | $249K | 0.1% | 1,277 SH | New |
| PEPSICO INC | COM | $287K | 0.1% | 2,000 SH | New |
| PIMCO ETF TR | INTER MUN BD ACT | $6.1M | 1.6%Prev: 1.4% | 115,713 SH | Increased+17,239 SH |
| ROCKWELL AUTOMATION INC | COM | $265K | 0.1%Prev: 0.1% | 681 SH | Increased+50 SH |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $286K | 0.1% | 5,227 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $219K | 0.1% | 1,522 SH | New |
| SHOPIFY INC | CL A SUB VTG SHS | $238K | 0.1%Prev: 0.1% | 1,480 SH | Increased |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $29.2M | 7.5%Prev: 7.5% | 657,191 SH | Increased-6,344 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $230K | 0.1%Prev: 0.1% | 337 SH | Increased |
| SPDR SERIES TRUST | STATE STREET SPD | $51.9M | 13.3% | 1,710,891 SH | New |
| UNION PAC CORP | COM | $253K | 0.1%Prev: 0.1% | 1,093 SH | Decreased |
| US BANCORP DEL | COM NEW | $1.3M | 0.3%Prev: 0.3% | 24,526 SH | Increased-111 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $21.2M | 5.4%Prev: 5.5% | 438,274 SH | Increased+17,021 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $9.9M | 2.5%Prev: 2.6% | 112,150 SH | Increased+4,667 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $700K | 0.2%Prev: 0.2% | 2,088 SH | Increased+1 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $601K | 0.2%Prev: 0.2% | 10,029 SH | Decreased |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $732K | 0.2%Prev: 0.2% | 3,331 SH | Decreased-573 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $225K | 0.1%Prev: 0.1% | 3,596 SH | Increased |
| WALMART INC | COM | $306K | 0.1%Prev: 0.1% | 2,745 SH | Increased |
| WELLS FARGO CO NEW | COM | $1.1M | 0.3%Prev: 0.2% | 11,846 SH | Increased+589 SH |
| 13F-HR |
| 0001754960-26-000572 |
| $447.2M |
| View |
| Jul 29, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000487 | $348.9M | View |
| Apr 27, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000338 | $402.9M | View |
| Apr 21, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000222 | $310.5M | View |