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CIK 0002011000 • 7 13F filings • Apr 23, 2025 – Oct 14, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $297K | 0.1% | 1,560 SH | |
| APPLE INC | COM | $1.2M | 0.6% | 5,327 SH | |
| ASTRAZENECA PLC | SPONSORED ADR | $2.8M | 1.3% | 38,376 SH | |
| AT&T INC | COM | $203K | 0.1% | 7,169 SH | |
| BLACKSTONE INC | COM | $203K | 0.1% | 1,450 SH | |
| CISCO SYS INC | COM | $249K | 0.1% | 4,029 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | $211K | 0.1% | 6,275 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $6.3M | 3.0% | 239,114 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $1.2M | 0.6% | 44,886 SH | |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $221K | 0.1% | 8,536 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $967K | 0.5% | 36,822 SH | |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $478K | 0.2% | 13,707 SH | |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $1.1M | 0.5% | 26,869 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $551K | 0.3% | 17,646 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $4.3M | 2.1% | 156,085 SH | |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $2.9M | 1.4% | 106,664 SH | |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $2.4M | 1.1% | 81,705 SH | |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $2.8M | 1.3% | 58,203 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | $383K | 0.2% | 6,242 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $12.8M | 6.1% | 387,234 SH | |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $6.6M | 3.1% | 198,521 SH | |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $498K | 0.2% | 16,281 SH | |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $2.3M | 1.1% | 56,931 SH | |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $397K | 0.2% | 16,691 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $5.9M | 2.8% | 208,785 SH | |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $2.1M | 1.0% | 59,324 SH | |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $1.4M | 0.7% | 27,795 SH | |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $916K | 0.4% | 34,953 SH | |
| EXXON MOBIL CORP | COM | $327K | 0.2% | 2,746 SH | |
| GALLAGHER ARTHUR J & CO | COM | $823K | 0.4% | 2,384 SH | |
| ILLINOIS TOOL WKS INC | COM | $223K | 0.1% | 898 SH | |
| INVESCO ACTIVELY MANAGED EXC | ULTRA SHRT DUR | $243K | 0.1% | 4,840 SH | |
| ISHARES GOLD TR | ISHARES NEW | $244K | 0.1% | 4,137 SH | |
| ISHARES TR | CORE S&P SCP ETF | $2.6M | 1.2% | 24,959 SH | |
| ISHARES TR | CORE S&P500 ETF | $11.6M | 5.5% | 20,687 SH | |
| ISHARES TR | CORE US AGGBD ET | $329K | 0.2% | 3,326 SH | |
| ISHARES TR | EAFE SML CP ETF | $3.1M | 1.5% | 48,936 SH | |
| ISHARES TR | EAFE VALUE ETF | $1.5M | 0.7% | 25,294 SH | |
| ISHARES TR | MSCI EAFE ETF | $6.7M | 3.2% | 81,833 SH | |
| ISHARES TR | RUS 1000 ETF | $2.1M | 1.0% | 6,899 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $4.8M | 2.3% | 13,257 SH | |
| ISHARES TR | RUS 1000 VAL ETF | $3.6M | 1.7% | 18,935 SH | |
| ISHARES TR | RUS 2000 GRW ETF | $2.2M | 1.0% | 8,603 SH | |
| ISHARES TR | RUS 2000 VAL ETF | $3.5M | 1.7% | 23,087 SH | |
| ISHARES TR | RUS MD CP GR ETF | $642K | 0.3% | 5,465 SH | |
| ISHARES TR | RUS MDCP VAL ETF | $233K | 0.1% | 1,853 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $2.1M | 1.0% | 10,533 SH | |
| ISHARES TR | RUSSELL 3000 ETF | $3.0M | 1.4% | 9,444 SH | |
| ISHARES TR | S&P 500 VAL ETF | $593K | 0.3% | 3,114 SH | |
| ISHARES TR | SHRT NAT MUN ETF | $250K | 0.1% | 2,367 SH | |
| ISHARES TR | SP SMCP600VL ETF | $211K | 0.1% | 2,164 SH | |
| ISHARES TR | TIPS BD ETF | $1.9M | 0.9% | 16,735 SH | |
| JOHNSON & JOHNSON | COM | $495K | 0.2% | 2,982 SH | |
| JPMORGAN CHASE & CO. | COM | $457K | 0.2% | 1,861 SH | |
| MERCK & CO INC | COM | $481K | 0.2% | 5,361 SH | |
| MICROSOFT CORP | COM | $471K | 0.2% | 1,256 SH | |
| NVIDIA CORPORATION | COM | $385K | 0.2% | 3,551 SH | |
| PROCTER AND GAMBLE CO | COM | $222K | 0.1% | 1,302 SH | |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $6.4M | 3.0% | 255,869 SH | |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $300K | 0.1% | 13,944 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $625K | 0.3% | 28,299 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $528K | 0.3% | 13,420 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $313K | 0.1% | 560 SH | |
| SPDR SER TR | PRTFLO S&P500 VL | $2.2M | 1.1% | 43,762 SH | |
| SPDR SER TR | S&P 600 SMCP VAL | $2.5M | 1.2% | 32,121 SH | |
| TMC THE METALS COMPANY INC | COM | $34K | 0.0% | 20,000 SH | |
| UNITEDHEALTH GROUP INC | COM | $925K | 0.4% | 1,765 SH | |
| VANGUARD BD INDEX FDS | INTERMED TERM | $273K | 0.1% | 3,568 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $8.2M | 3.9% | 104,519 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $310K | 0.1% | 4,223 SH | |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $594K | 0.3% | 12,165 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $319K | 0.2% | 860 SH | |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $256K | 0.1% | 1,592 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $282K | 0.1% | 1,090 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $9.6M | 4.6% | 106,398 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $328K | 0.2% | 639 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $244K | 0.1% | 1,312 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $276K | 0.1% | 1,245 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $15.2M | 7.2% | 55,378 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $827K | 0.4% | 4,789 SH | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $3.8M | 1.8% | 63,391 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $2.6M | 1.2% | 57,584 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $2.8M | 1.3% | 24,272 SH | |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $6.6M | 3.1% | 132,090 SH | |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $13.0M | 6.2% | 159,210 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $8.9M | 4.2% | 113,008 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $4.5M | 2.1% | 88,352 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $318K | 0.2% | 586 SH |
| 13F-HR |
| 0001754960-25-000699 |
| $258.2M |
| View |
| Jul 22, 2026 | Q2 2026 | 13F-HR | 0001754960-26-000577 | $331.3M | View |
| Aug 11, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000557 | $231.2M | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000300 | $283.5M | View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002255 | $210.1M | View |