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CIK 0002055142 • 3 13F filings • May 1, 2025 – Jul 31, 2025
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $304K | 0.2%Prev: 0.2% | 1,608 SH | Increased-37 SH |
| ALPHABET INC | CAP STK CL C | $691K | 0.5%Prev: 0.5% | 3,630 SH | Decreased-1,403 SH |
| AMAZON COM INC | COM | $847K | 0.6%Prev: 0.6% | 3,861 SH | Decreased-1,212 SH |
| APPLE INC | COM | $2.6M | 1.8%Prev: 1.1% | 10,374 SH | Increased+457 SH |
| CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | $1.4M | 1.0%Prev: 3.6% | 54,484 SH | Decreased-200,805 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $666K | 0.5%Prev: 0.4% | 18,775 SH | Decreased |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $2.2M | 1.5%Prev: 1.2% | 62,617 SH | Decreased |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $623K | 0.4%Prev: 0.3% | 15,216 SH | Decreased |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $1.3M | 0.9%Prev: 0.7% | 23,466 SH | Increased |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $315K | 0.2%Prev: 0.2% | 12,683 SH | Decreased |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $391K | 0.3%Prev: 0.2% | 7,371 SH | Increased+2,276 SH |
| ISHARES TR | 1 3 YR TREAS BD | $7.1M | 5.0%Prev: 4.8% | 86,653 SH | Decreased-20,203 SH |
| ISHARES TR | 10-20 YR TRS ETF | $245K | 0.2% | 2,462 SH | New |
| ISHARES TR | 20 YR TR BD ETF | $634K | 0.4%Prev: 0.7% | 7,265 SH | Decreased-8,137 SH |
| ISHARES TR | CORE MSCI EAFE | $209K | 0.1% | 2,978 SH | New |
| ISHARES TR | CORE S&P SCP ETF | $285K | 0.2%Prev: 0.4% | 2,472 SH | Decreased-4,588 SH |
| ISHARES TR | CORE S&P500 ETF | $48.9M | 34.6%Prev: 31.3% | 83,055 SH | Decreased-9,796 SH |
| ISHARES TR | ESG AWR MSCI USA | $230K | 0.2%Prev: 0.2% | 1,789 SH | Decreased-1,011 SH |
| ISHARES TR | ESG SCRND S&P500 | $920K | 0.7% | 20,320 SH | New |
| ISHARES TR | IBOXX HI YD ETF | $1.9M | 1.3%Prev: 1.4% | 23,745 SH | Decreased-7,142 SH |
| ISHARES TR | MSCI EAFE ETF | $798K | 0.6%Prev: 0.9% | 10,548 SH | Decreased-7,515 SH |
| ISHARES TR | MSCI EMG MKT ETF | $1.2M | 0.9%Prev: 0.9% | 29,083 SH | Decreased-3,581 SH |
| ISHARES TR | NATIONAL MUN ETF | $579K | 0.4%Prev: 0.2% | 5,431 SH | Increased+1,993 SH |
| ISHARES TR | PARIS ALGND CLIM | $749K | 0.5% | 11,520 SH | New |
| ISHARES TR | RUS 1000 GRW ETF | $311K | 0.2%Prev: 0.2% | 774 SH | Decreased |
| ISHARES TR | RUS 1000 VAL ETF | $239K | 0.2%Prev: 0.1% | 1,293 SH | Decreased |
| ISHARES TR | SHORT TREAS BD | $13.3M | 9.4%Prev: 8.1% | 120,837 SH | Decreased-13,434 SH |
| JPMORGAN CHASE & CO. | COM | $387K | 0.3%Prev: 0.2% | 1,615 SH | Decreased+28 SH |
| META PLATFORMS INC | CL A | $968K | 0.7%Prev: 0.7% | 1,654 SH | Decreased-130 SH |
| MICROSOFT CORP | COM | $2.0M | 1.4%Prev: 1.2% | 4,779 SH | Decreased+163 SH |
| NVIDIA CORPORATION | COM | $888K | 0.6%Prev: 0.5% | 6,615 SH | Increased+1,333 SH |
| PACKAGING CORP AMER | COM | $536K | 0.4%Prev: 0.2% | 2,380 SH | Increased+40 SH |
| PROCTER AND GAMBLE CO | COM | $268K | 0.2%Prev: 0.1% | 1,596 SH | Increased+103 SH |
| RELX PLC | SPONSORED ADR | $302K | 0.2%Prev: 0.2% | 6,656 SH | Decreased |
| SALESFORCE INC | COM | $223K | 0.2% | 666 SH | New |
| SEMPRA | COM | $242K | 0.2%Prev: 0.1% | 2,764 SH | Increased+25 SH |
| SPDR GOLD TR | GOLD SHS | $999K | 0.7%Prev: 0.5% | 4,125 SH | Increased+1,164 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $2.5M | 1.8%Prev: 1.4% | 4,327 SH | Decreased+202 SH |
| TESLA INC | COM | $261K | 0.2%Prev: 0.1% | 647 SH | Decreased-205 SH |
| ULTA BEAUTY INC | COM | $221K | 0.2%Prev: 0.1% | 3,900 SH | Decreased-7 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $1.4M | 1.0%Prev: 0.8% | 16,241 SH | Increased+304 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $529K | 0.4%Prev: 2.7% | 982 SH | Decreased-7,654 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $3.8M | 2.7%Prev: 1.7% | 19,030 SH | Increased+2,967 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $13.0M | 9.2%Prev: 6.1% | 44,729 SH | Increased+7,556 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.7M | 1.2%Prev: 1.7% | 37,807 SH | Decreased-24,813 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $10.9M | 7.7%Prev: 10.0% | 227,132 SH | Decreased-96,156 SH |
| WISDOMTREE TR | US LARGECAP DIVD | $11.2M | 7.9%Prev: 8.5% | 144,200 SH | Decreased-46,603 SH |
| 13F-HR |
| 0001667731-25-000574 |
| $156.1M |
| View |