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CIK 0001939443 • 6 13F filings • May 6, 2025 – Aug 11, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVANTIS CORE FI | $1.1M | 0.5%Prev: 0.7% | 26,026 SH | Decreased-7,673 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $12.5M | 5.7%Prev: 5.6% | 162,479 SH | Increased+7,850 SH |
| AMERICAN CENTY ETF TR | AVANTIS RESPON U | $66K | 0.0%Prev: 0.0% | 868 SH | Decreased-66 SH |
| AMERICAN CENTY ETF TR | AVANTIS RESPONSI | $208K | 0.1%Prev: 0.1% | 2,800 SH | Increased |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $22.4M | 10.2%Prev: 9.9% | 272,208 SH | Increased+11,756 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $14.5M | 6.6%Prev: 6.8% | 129,303 SH | Increased-858 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $305K | 0.1%Prev: 0.1% | 2,992 SH | Increased |
| CENCORA INC | COM | $338K | 0.2%Prev: 0.2% | 1,000 SH | Increased |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $54K | 0.0%Prev: 0.0% | 1,259 SH | Decreased-845 SH |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | $295K | 0.1%Prev: 0.1% | 7,116 SH | Decreased-84 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $3.9M | 1.8%Prev: 1.8% | 119,231 SH | Increased-111 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $19K | 0.0%Prev: 0.0% | 562 SH | Increased+3 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $52K | 0.0%Prev: 0.0% | 1,590 SH | Increased |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | $8.5M | 3.8%Prev: 3.3% | 156,694 SH | Increased+33,541 SH |
| DIMENSIONAL ETF TRUST | GLOBAL EX US COR | $240K | 0.1%Prev: 0.1% | 4,551 SH | Decreased |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | $354K | 0.2%Prev: 0.2% | 6,831 SH | Increased+336 SH |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $739K | 0.3%Prev: 0.3% | 17,249 SH | Increased-336 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $8.0M | 3.6%Prev: 3.7% | 232,910 SH | Increased-2,016 SH |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | $134K | 0.1% | 2,636 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $49K | 0.0%Prev: 0.0% | 1,050 SH | Increased |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | $1.8M | 0.8%Prev: 0.9% | 24,875 SH | Increased-516 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $82.6M | 37.4%Prev: 37.7% | 2,085,651 SH | Increased+57,891 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $167K | 0.1%Prev: 0.1% | 3,581 SH | Increased |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $4.3M | 2.0%Prev: 1.9% | 189,181 SH | Increased+22,153 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $310K | 0.1%Prev: 0.1% | 7,146 SH | Increased-18 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $1.0M | 0.5%Prev: 0.5% | 17,503 SH | Increased |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $16.4M | 7.5%Prev: 7.7% | 502,473 SH | Increased-3,275 SH |
| EATON CORP PLC | SHS | $210K | 0.1%Prev: 0.1% | 660 SH | Decreased |
| INVESCO QQQ TR | UNIT SER 1 | $301K | 0.1%Prev: 0.1% | 490 SH | Increased |
| ISHARES INC | CORE MSCI EMKT | $4.7M | 2.1%Prev: 2.2% | 70,402 SH | Increased-124 SH |
| ISHARES INC | MSCI EMRG CHN | $14K | 0.0%Prev: 0.0% | 191 SH | Increased |
| ISHARES TR | 0-5 YR TIPS ETF | $430K | 0.2%Prev: 0.2% | 4,198 SH | Increased+436 SH |
| ISHARES TR | 10-20 YR TRS ETF | $1K | 0.0% | 10 SH | New |
| ISHARES TR | CORE HIGH DV ETF | $112K | 0.1%Prev: 0.1% | 918 SH | Decreased |
| ISHARES TR | CORE INTL AGGR | $845K | 0.4%Prev: 0.4% | 16,905 SH | Decreased+10 SH |
| ISHARES TR | CORE MSCI EAFE | $461K | 0.2%Prev: 0.2% | 5,156 SH | Increased |
| ISHARES TR | CORE S&P MCP ETF | $12K | 0.0%Prev: 0.0% | 180 SH | Increased |
| ISHARES TR | CORE S&P SCP ETF | $30K | 0.0%Prev: 0.0% | 252 SH | Increased |
| ISHARES TR | CORE S&P TTL STK | $7.2M | 3.3%Prev: 3.5% | 48,756 SH | Increased-603 SH |
| ISHARES TR | CORE S&P500 ETF | $373K | 0.2%Prev: 0.2% | 545 SH | Increased+2 SH |
| ISHARES TR | EAFE GRWTH ETF | $7K | 0.0%Prev: 0.0% | 60 SH | Increased |
| ISHARES TR | EAFE VALUE ETF | $14K | 0.0%Prev: 0.0% | 196 SH | Increased+18 SH |
| ISHARES TR | ESG AW MSCI EAFE | $14K | 0.0%Prev: 0.0% | 147 SH | Increased |
| ISHARES TR | ESG AWARE MSCI | $286K | 0.1%Prev: 0.1% | 6,214 SH | Increased+153 SH |
| ISHARES TR | ESG AWR MSCI USA | $15K | 0.0%Prev: 0.0% | 99 SH | Increased |
| ISHARES TR | ESG AWR US AGRGT | $1.2M | 0.5%Prev: 0.6% | 24,447 SH | Increased+146 SH |
| ISHARES TR | ESG AWRE 1 5 YR | $259K | 0.1%Prev: 0.1% | 10,261 SH | Increased+36 SH |
| ISHARES TR | ESG OPTIMIZED | $10K | 0.0%Prev: 0.0% | 74 SH | Increased |
| ISHARES TR | IBOXX INV CP ETF | $20K | 0.0% | 182 SH | New |
| ISHARES TR | ISHS 1-5YR INVS | $896K | 0.4%Prev: 0.4% | 16,944 SH | Decreased-2 SH |
| ISHARES TR | JPMORGAN USD EMG | $20K | 0.0% | 208 SH | New |
| ISHARES TR | MBS ETF | $571 | 0.0% | 6 SH | New |
| ISHARES TR | MSCI EAFE ETF | $52K | 0.0% | 542 SH | New |
| ISHARES TR | MSCI USA MMENTM | $1K | 0.0% | 4 SH | New |
| ISHARES TR | MSCI USA QLT FCT | $10K | 0.0%Prev: 0.0% | 52 SH | Increased+4 SH |
| ISHARES TR | NATIONAL MUN ETF | $2.0M | 0.9%Prev: 0.9% | 18,220 SH | Increased+194 SH |
| ISHARES TR | PFD AND INCM SEC | $20K | 0.0% | 641 SH | New |
| ISHARES TR | RUS 1000 VAL ETF | $31K | 0.0% | 148 SH | New |
| ISHARES TR | RUS 2000 GRW ETF | $22K | 0.0% | 67 SH | New |
| ISHARES TR | RUS 2000 VAL ETF | $137K | 0.1%Prev: 0.1% | 756 SH | Increased |
| ISHARES TR | S&P 100 ETF | $10K | 0.0%Prev: 0.0% | 29 SH | Increased+4 SH |
| ISHARES TR | S&P 500 GRWT ETF | $11K | 0.0%Prev: 0.0% | 90 SH | Increased+14 SH |
| ISHARES TR | S&P 500 VAL ETF | $30K | 0.0%Prev: 0.0% | 140 SH | Increased+10 SH |
| ISHARES TR | SELECT DIVID ETF | $177K | 0.1%Prev: 0.1% | 1,256 SH | Increased+357 SH |
| ISHARES TR | U.S. TECH ETF | $13K | 0.0%Prev: 0.0% | 67 SH | Increased |
| ISHARES TR | US AER DEF ETF | $429 | 0.0% | 2 SH | New |
| MICROSOFT CORP | COM | $349K | 0.2%Prev: 0.3% | 722 SH | Decreased-500 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $262K | 0.1% | 3,142 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $163K | 0.1%Prev: 0.1% | 335 SH | Increased+66 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $20K | 0.0% | 71 SH | New |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $21K | 0.0% | 116 SH | New |
| VANGUARD INDEX FDS | SM CP VAL ETF | $410K | 0.2%Prev: 0.2% | 1,934 SH | Increased+203 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $27K | 0.0%Prev: 0.0% | 91 SH | Increased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.7M | 0.8%Prev: 0.8% | 4,975 SH | Increased+202 SH |
| VANGUARD INDEX FDS | VALUE ETF | $83K | 0.0%Prev: 0.0% | 434 SH | Increased |
| VANGUARD MALVERN FDS | CORE BD ETF | $6.3M | 2.9%Prev: 2.2% | 81,469 SH | Increased+22,396 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $267K | 0.1%Prev: 0.1% | 5,398 SH | Decreased+35 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $4.3M | 2.0%Prev: 2.0% | 86,015 SH | Increased+3,723 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $6.1M | 2.8%Prev: 2.5% | 77,026 SH | Increased+11,127 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $15K | 0.0%Prev: 0.0% | 121 SH | Increased |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | $12K | 0.0%Prev: 0.0% | 127 SH | Increased |
| 13F-HR |
| 0001398344-26-014017 |
| $239.9M |
| View |
| Jul 24, 2025 | Q2 2025 | 13F-HR | 0001398344-25-013672 | $194.5M | View |
| May 8, 2026 | Q1 2026 | 13F-HR | 0001398344-26-008767 | $212.5M | View |
| May 6, 2025 | Q1 2025 | 13F-HR | 0001398344-25-008796 | $182.0M | View |