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CIK 0002070529 • 3 13F filings • Feb 13, 2026 – Aug 11, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $216K | 0.2%Prev: 0.3% | 2,802 SH | Decreased-742 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $10.8M | 11.1%Prev: 12.0% | 96,792 SH | Decreased-1,792 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $4.7M | 4.9%Prev: 4.1% | 46,569 SH | Increased+11,791 SH |
| AMERICAN EXPRESS CO | COM | $223K | 0.2%Prev: 0.2% | 604 SH | Increased |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $616K | 0.6% | 14,473 SH | New |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $326K | 0.3%Prev: 0.4% | 6,527 SH | Decreased-905 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $1.9M | 2.0%Prev: 2.3% | 60,746 SH | Decreased-10,134 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $818K | 0.8%Prev: 0.9% | 21,539 SH | Decreased-1,678 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $734K | 0.8%Prev: 0.9% | 15,229 SH | Decreased-3,369 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $26.8M | 27.4% | 676,317 SH | New |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $210K | 0.2% | 5,514 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $3.1M | 3.2%Prev: 2.7% | 66,267 SH | Increased+14,022 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $3.1M | 3.1%Prev: 2.1% | 44,072 SH | Increased+17,574 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $2.8M | 2.9%Prev: 3.5% | 47,775 SH | Decreased-4,560 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $19.9M | 20.3%Prev: 16.7% | 606,481 SH | Increased+127,726 SH |
| ISHARES TR | CORE MSCI EAFE | $882K | 0.9%Prev: 0.8% | 9,860 SH | Increased+830 SH |
| ISHARES TR | CORE S&P500 ETF | $2.0M | 2.0%Prev: 0.9% | 2,916 SH | Increased+1,626 SH |
| ISHARES TR | SHRT NAT MUN ETF | $310K | 0.3%Prev: 0.4% | 2,910 SH | Decreased-806 SH |
| MICROSOFT CORP | COM | $244K | 0.2% | 505 SH | New |
| PROCTER AND GAMBLE CO | COM | $1.1M | 1.2% | 7,994 SH | New |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $341K | 0.3%Prev: 0.4% | 12,990 SH | Decreased+79 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $974K | 1.0%Prev: 0.8% | 12,360 SH | Increased+1,325 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $1.5M | 1.5%Prev: 1.4% | 3,035 SH | Increased-13,693 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $1.6M | 1.6%Prev: 1.6% | 5,622 SH | Decreased+237 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $970K | 1.0%Prev: 1.0% | 1,546 SH | Decreased-56 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $6.6M | 6.7%Prev: 7.6% | 19,613 SH | Decreased-2,124 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $2.9M | 3.0%Prev: 2.8% | 59,450 SH | Decreased-10 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $2.0M | 2.1%Prev: 2.0% | 32,604 SH | Decreased+3,716 SH |
| 13F-HR |
| 0002070529-26-000005 |
| $103.0M |
| View |