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CIK 0002011856 • 6 13F filings • Apr 30, 2025 – Aug 4, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $203K | 0.1% | 649 SH | New |
| ALPHABET INC | CAP STK CL C | $465K | 0.3%Prev: 0.2% | 1,481 SH | Increased |
| AMAZON COM INC | COM | $1.1M | 0.7%Prev: 0.7% | 4,552 SH | Increased |
| AMGEN INC | COM | $279K | 0.2%Prev: 0.2% | 852 SH | Increased+3 SH |
| APPLE INC | COM | $2.9M | 1.9%Prev: 1.9% | 10,820 SH | Increased+1 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $931K | 0.6%Prev: 0.6% | 1,852 SH | Decreased |
| BROADCOM INC | COM | $311K | 0.2%Prev: 0.2% | 898 SH | Increased+103 SH |
| CATERPILLAR INC | COM | $240K | 0.2% | 419 SH | New |
| CHEVRON CORP NEW | COM | $244K | 0.2%Prev: 0.2% | 1,600 SH | Decreased |
| COLGATE PALMOLIVE CO | COM | $443K | 0.3%Prev: 0.3% | 5,600 SH | Decreased |
| COSTCO WHSL CORP NEW | COM | $312K | 0.2%Prev: 0.3% | 362 SH | Decreased-107 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $546K | 0.4%Prev: 0.4% | 16,509 SH | Increased-104 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $2.4M | 1.6%Prev: 1.5% | 70,433 SH | Increased+336 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $445K | 0.3%Prev: 0.3% | 9,503 SH | Increased+4 SH |
| ELI LILLY & CO | COM | $274K | 0.2% | 255 SH | New |
| EXPEDITORS INTL WASH INC | COM | $267K | 0.2%Prev: 0.1% | 1,790 SH | Increased |
| EXXON MOBIL CORP | COM | $218K | 0.1%Prev: 0.1% | 1,812 SH | Increased |
| FIFTH THIRD BANCORP | COM | $249K | 0.2%Prev: 0.2% | 5,310 SH | Increased |
| GE AEROSPACE | COM NEW | $229K | 0.2%Prev: 0.2% | 745 SH | Decreased-67 SH |
| HOME DEPOT INC | COM | $242K | 0.2%Prev: 0.2% | 702 SH | Decreased |
| INTERNATIONAL BUSINESS MACHS | COM | $312K | 0.2%Prev: 0.2% | 1,055 SH | Increased+3 SH |
| INTUIT | COM | $397K | 0.3%Prev: 0.3% | 600 SH | Decreased |
| INVESCO QQQ TR | UNIT SER 1 | $436K | 0.3%Prev: 0.3% | 709 SH | Increased-1 SH |
| ISHARES TR | CORE S&P500 ETF | $228K | 0.2%Prev: 0.1% | 333 SH | Increased |
| ISHARES TR | ESG AWR US AGRGT | $287K | 0.2%Prev: 0.1% | 5,989 SH | Increased+1,576 SH |
| ISHARES TR | RUS 1000 GRW ETF | $570K | 0.4%Prev: 0.4% | 1,204 SH | Increased |
| ISHARES TR | RUS 1000 VAL ETF | $210K | 0.1%Prev: 0.2% | 1,001 SH | Decreased-292 SH |
| ISHARES TR | RUSSELL 2000 ETF | $218K | 0.1%Prev: 0.2% | 887 SH | Decreased-40 SH |
| ISHARES TR | S&P 500 GRWT ETF | $323K | 0.2%Prev: 0.2% | 2,616 SH | Increased |
| JOHNSON & JOHNSON | COM | $889K | 0.6%Prev: 0.5% | 4,298 SH | Increased-96 SH |
| JPMORGAN CHASE & CO. | COM | $593K | 0.4%Prev: 0.4% | 1,841 SH | Increased+114 SH |
| MERCK & CO INC | COM | $211K | 0.1% | 2,005 SH | New |
| MICROSOFT CORP | COM | $5.1M | 3.4%Prev: 3.6% | 10,468 SH | Decreased+2 SH |
| NVIDIA CORPORATION | COM | $388K | 0.3%Prev: 0.3% | 2,080 SH | Decreased-400 SH |
| RTX CORPORATION | COM | $300K | 0.2%Prev: 0.2% | 1,634 SH | Increased+2 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $29.8M | 19.8%Prev: 20.4% | 1,108,746 SH | Decreased-43,258 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $4.0M | 2.7%Prev: 2.6% | 140,765 SH | Increased-296 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $784K | 0.5%Prev: 0.5% | 1,150 SH | Increased |
| STARBUCKS CORP | COM | $381K | 0.3%Prev: 0.3% | 4,527 SH | Decreased+1 SH |
| STRYKER CORPORATION | COM | $290K | 0.2%Prev: 0.2% | 825 SH | Decreased |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $243K | 0.2%Prev: 0.2% | 800 SH | Increased |
| VANGUARD BD INDEX FDS | INTERMED TERM | $32.3M | 21.4%Prev: 20.8% | 414,180 SH | Increased+17,065 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $2.3M | 1.5%Prev: 1.5% | 30,893 SH | Decreased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $25.5M | 16.9%Prev: 17.1% | 75,944 SH | Decreased-1,697 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $4.2M | 2.8%Prev: 2.9% | 78,123 SH | Decreased-360 SH |
| VANGUARD MUN BD FDS | INTERMEDIATE TRM | $435K | 0.3%Prev: 0.3% | 4,313 SH | Increased |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $1.8M | 1.2%Prev: 1.2% | 23,157 SH | Increased+258 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $7.9M | 5.3%Prev: 5.3% | 105,201 SH | Increased-1,948 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $16.8M | 11.1%Prev: 11.1% | 268,722 SH | Increased-7,815 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $332K | 0.2%Prev: 0.2% | 4,635 SH | Increased+474 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $558K | 0.4%Prev: 0.3% | 4,615 SH | Increased+235 SH |
| WALMART INC | COM | $550K | 0.4%Prev: 0.3% | 4,940 SH | Increased |
| 13F-HR |
| 0002011856-26-000003 |
| $170.0M |
| View |
| Jul 25, 2025 | Q2 2025 | 13F-HR | 0002011856-25-000004 | $139.7M | View |
| Apr 27, 2026 | Q1 2026 | 13F-HR | 0002011856-26-000002 | $150.1M | View |
| Apr 30, 2025 | Q1 2025 | 13F-HR | 0002011856-25-000003 | $125.9M | View |