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CIK 0002056589 • 6 13F filings • Apr 30, 2025 – Aug 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED DRAIN SYS INC DEL | COM | $748K | 0.6%Prev: 0.6% | 5,167 SH | Decreased-325 SH |
| ALTRIA GROUP INC | COM | $288K | 0.2%Prev: 0.3% | 5,000 SH | Decreased |
| AMAZON COM INC | COM | $328K | 0.3%Prev: 0.3% | 1,420 SH | Increased |
| APPLE INC | COM | $1.2M | 0.9%Prev: 0.9% | 4,246 SH | Increased |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $11.6M | 9.1%Prev: 8.7% | 272,051 SH | Increased+31,913 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $7.5M | 5.9%Prev: 5.9% | 230,361 SH | Increased+6,796 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $5.0M | 3.9%Prev: 3.8% | 99,665 SH | Increased+1,390 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $13.9M | 11.0%Prev: 10.7% | 364,256 SH | Increased+14,629 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $37.6M | 29.7%Prev: 29.8% | 507,016 SH | Increased+19,063 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $698K | 0.6%Prev: 0.6% | 10,020 SH | Decreased-406 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $13.9M | 11.0%Prev: 10.8% | 234,144 SH | Increased+13,682 SH |
| DOMINION ENERGY INC | COM | $469K | 0.4%Prev: 0.4% | 8,000 SH | Decreased |
| DUKE ENERGY CORP NEW | COM NEW | $234K | 0.2%Prev: 0.2% | 2,000 SH | Decreased |
| HUNTINGTON BANCSHARES INC | COM | $295K | 0.2%Prev: 0.2% | 16,989 SH | Increased |
| ISHARES TR | NATIONAL MUN ETF | $2.8M | 2.2%Prev: 2.6% | 25,894 SH | Decreased-3,461 SH |
| ISHARES TR | RUS 1000 ETF | $1.1M | 0.9%Prev: 1.2% | 2,957 SH | Decreased-921 SH |
| MCDONALDS CORP | COM | $273K | 0.2%Prev: 0.2% | 894 SH | Increased |
| MICROSOFT CORP | COM | $434K | 0.3%Prev: 0.4% | 898 SH | Decreased+1 SH |
| PEOPLES BANCORP INC | COM | $1.7M | 1.4%Prev: 1.4% | 56,988 SH | Increased |
| PEPSICO INC | COM | $431K | 0.3%Prev: 0.4% | 3,000 SH | Increased |
| PHILIP MORRIS INTL INC | COM | $770K | 0.6%Prev: 0.7% | 4,800 SH | Decreased |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $6.6M | 5.3%Prev: 5.4% | 253,409 SH | Increased+5,526 SH |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $18.4M | 14.5%Prev: 13.8% | 177,795 SH | Increased+12,295 SH |
| YUM BRANDS INC | COM | $303K | 0.2%Prev: 0.3% | 2,000 SH | Decreased |
| 13F-HR |
| 0001951757-26-001155 |
| $140.4M |
| View |
| Jul 29, 2025 | Q2 2025 | 13F-HR | 0001951757-25-000984 | $113.1M | View |
| Apr 23, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000722 | $131.6M | View |
| Apr 30, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000480 | $98.1M | View |