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CIK 0001965270 • 7 13F filings • Apr 16, 2025 – Oct 19, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $437K | 0.2% | 2,160 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $10.1M | 4.3% | 395,561 SH | |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $8.2M | 3.5% | 284,842 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $11.7M | 5.0% | 372,739 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $17.5M | 7.5% | 685,219 SH | |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $5.6M | 2.4% | 218,541 SH | |
| EXXON MOBIL CORP | COM | $204K | 0.1% | 1,969 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $944K | 0.4% | 5,751 SH | |
| ISHARES INC | CORE MSCI EMKT | $487K | 0.2% | 9,338 SH | |
| ISHARES TR | CORE MSCI EAFE | $1.6M | 0.7% | 21,944 SH | |
| ISHARES TR | CORE S&P TTL STK | $4.8M | 2.0% | 40,948 SH | |
| ISHARES TR | CORE S&P500 ETF | $373K | 0.2% | 689 SH | |
| ISHARES TR | NATIONAL MUN ETF | $4.7M | 2.0% | 45,614 SH | |
| JPMORGAN CHASE & CO. | COM | $1.0M | 0.4% | 4,299 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $846K | 0.4% | 22,369 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $2.9M | 1.2% | 5,404 SH | |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $22.2M | 9.5% | 453,203 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.6M | 0.7% | 3,196 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $60.3M | 25.8% | 228,440 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.2M | 0.5% | 26,585 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $3.7M | 1.6% | 75,473 SH | |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $22.1M | 9.4% | 275,638 SH | |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $15.0M | 6.4% | 253,428 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $14.9M | 6.4% | 190,175 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $22.0M | 9.4% | 439,508 SH |
| 13F-HR |
| 0001965270-25-000008 |
| $288.3M |
| View |
| Jul 13, 2026 | Q2 2026 | 13F-HR | 0001965270-26-000008 | $326.0M | View |
| Jul 25, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004163 | $273.7M | View |
| Apr 30, 2026 | Q1 2026 | 13F-HR | 0001965270-26-000004 | $298.0M | View |
| Apr 16, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002126 | $234.3M | View |