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CIK 0002044309 • 6 13F filings • May 6, 2025 – Jul 31, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | $8.4M | 7.0%Prev: 7.4% | 144,189 SH | Decreased-3,424 SH |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | $8.3M | 6.9%Prev: 6.7% | 116,867 SH | Increased+2,250 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $5.8M | 4.8%Prev: 4.9% | 61,714 SH | Increased-2,172 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $6.9M | 5.7%Prev: 5.4% | 67,210 SH | Increased+4,259 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $461K | 0.4%Prev: 0.4% | 918 SH | Decreased |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $2.7M | 2.2%Prev: 2.0% | 79,793 SH | Increased+6,393 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $456K | 0.4%Prev: 0.4% | 9,130 SH | Increased+311 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $3.2M | 2.7%Prev: 2.6% | 84,747 SH | Increased+1,762 SH |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $8.9M | 7.4%Prev: 6.4% | 261,083 SH | Increased+38,667 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $744K | 0.6%Prev: 0.6% | 22,629 SH | Increased-544 SH |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1500 | $652K | 0.5%Prev: 0.6% | 14,205 SH | Increased |
| ISHARES TR | CORE US AGGBD ET | $5.8M | 4.8%Prev: 5.0% | 58,213 SH | Increased+445 SH |
| ISHARES TR | TIPS BD ETF | $2.3M | 1.9%Prev: 2.1% | 21,288 SH | Decreased-118 SH |
| LATTICE STRATEGIES TR | HARTFORD MLT SML | $218K | 0.2%Prev: 0.2% | 4,635 SH | Decreased-420 SH |
| LATTICE STRATEGIES TR | HARTFORD US EQTY | $1.7M | 1.4%Prev: 1.5% | 29,425 SH | Decreased-308 SH |
| RBB FD INC | F/M COMPOUNDR US | $764K | 0.6% | 7,472 SH | New |
| SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | $292K | 0.2%Prev: 0.3% | 8,111 SH | Decreased |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $546K | 0.5%Prev: 0.5% | 12,252 SH | Decreased-181 SH |
| SCHWAB STRATEGIC TR | MUN BD ETF | $442K | 0.4%Prev: 0.3% | 17,162 SH | Increased+1,649 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $4.5M | 3.8%Prev: 3.9% | 152,569 SH | Decreased-3,001 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $229K | 0.2%Prev: 0.2% | 8,045 SH | Increased |
| SCHWAB STRATEGIC TR | US TIPS ETF | $10.0M | 8.4%Prev: 8.5% | 379,164 SH | Increased+15,123 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $306K | 0.3%Prev: 0.3% | 448 SH | Increased |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $21.9M | 18.2%Prev: 19.0% | 295,605 SH | Decreased+975 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $11.0M | 9.1%Prev: 9.2% | 226,976 SH | Increased+12,131 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $1.1M | 0.9%Prev: 1.0% | 3,347 SH | Decreased-260 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $298K | 0.2%Prev: 0.3% | 475 SH | Increased |
| VANGUARD INDEX FDS | SMALL CP ETF | $431K | 0.4%Prev: 0.4% | 1,672 SH | Decreased-63 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $244K | 0.2%Prev: 0.3% | 727 SH | Decreased-207 SH |
| VANGUARD INDEX FDS | VALUE ETF | $211K | 0.2%Prev: 0.2% | 1,105 SH | Increased+9 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $989K | 0.8%Prev: 0.9% | 18,398 SH | Decreased+89 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $1.3M | 1.1%Prev: 1.2% | 9,399 SH | Decreased-187 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $218K | 0.2%Prev: 0.2% | 4,407 SH | Increased+118 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $2.1M | 1.8%Prev: 1.7% | 42,394 SH | Increased+4,008 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $5.5M | 4.6%Prev: 4.6% | 65,333 SH | Increased+1,833 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.1M | 0.9%Prev: 1.0% | 17,869 SH | Increased-531 SH |
| 13F-HR |
| 0002044309-26-000006 |
| $136.0M |
| View |
| Aug 5, 2025 | Q2 2025 | 13F-HR | 0002044309-25-000004 | $106.2M | View |
| May 5, 2026 | Q1 2026 | 13F-HR | 0002044309-26-000004 | $125.4M | View |
| May 6, 2025 | Q1 2025 | 13F-HR | 0002044309-25-000003 | $103.0M | View |