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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 | $370K | 0.1%Prev: 0.2% | 1,730 SH | Decreased-354 SH |
| CAPITAL ONE FINL CORP | COM | $216K | 0.1% | 983 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $12.5M | 4.6%Prev: 4.7% | 406,344 SH | Decreased+3,093 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $9.9M | 3.6%Prev: 3.6% | 288,470 SH | Decreased+16,273 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $13.2M | 4.8%Prev: 4.3% | 356,198 SH | Increased+22,692 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $22.7M | 8.3%Prev: 9.0% | 729,857 SH | Decreased-32,798 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $6.5M | 2.4%Prev: 2.3% | 213,635 SH | Decreased+11,932 SH |
| EXXON MOBIL CORP | COM | $216K | 0.1%Prev: 0.1% | 1,969 SH | Decreased-5 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $1.1M | 0.4%Prev: 0.4% | 5,755 SH | Decreased-4 SH |
| ISHARES INC | CORE MSCI EMKT | $586K | 0.2%Prev: 0.2% | 9,453 SH | Decreased-167 SH |
| ISHARES TR | CORE MSCI EAFE | $1.9M | 0.7%Prev: 0.7% | 22,293 SH | Decreased-424 SH |
| ISHARES TR | CORE S&P TTL STK | $5.8M | 2.1%Prev: 2.0% | 41,488 SH | Decreased-662 SH |
| ISHARES TR | CORE S&P500 ETF | $419K | 0.2%Prev: 0.1% | 657 SH | Decreased+5 SH |
| ISHARES TR | NATIONAL MUN ETF | $4.7M | 1.7%Prev: 1.6% | 45,626 SH | Decreased-35 SH |
| JPMORGAN CHASE & CO. | COM | $1.3M | 0.5% | 4,300 SH | New |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $1.0M | 0.4% | 22,709 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $3.4M | 1.3% | 5,421 SH | New |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $23.9M | 8.7%Prev: 8.8% | 486,359 SH | Decreased-58,405 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.7M | 0.6%Prev: 0.6% | 2,944 SH | Increased+140 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $74.1M | 27.1%Prev: 25.7% | 237,131 SH | Decreased-1,415 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.5M | 0.5%Prev: 0.5% | 28,334 SH | Decreased-279 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $3.7M | 1.3%Prev: 1.4% | 75,593 SH | Decreased-5,273 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $24.4M | 8.9%Prev: 8.4% | 295,361 SH | Decreased-8,369 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $16.1M | 5.9%Prev: 6.1% | 271,522 SH | Decreased-34,378 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $16.2M | 5.9%Prev: 6.0% | 203,874 SH | Decreased-22,227 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $26.4M | 9.7%Prev: 9.7% | 451,454 SH | Decreased+881 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 |