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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 | $494K | 0.2%Prev: 0.2% | 1,939 SH | Decreased+56 SH |
| CAPITAL ONE FINL CORP | COM | $210K | 0.1% | 986 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $13.2M | 4.6%Prev: 4.9% | 411,788 SH | Decreased+9,168 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $10.3M | 3.6%Prev: 3.4% | 289,095 SH | Decreased+12,739 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $13.5M | 4.7% | 350,793 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $23.8M | 8.2% | 746,535 SH | New |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $6.7M | 2.3%Prev: 2.2% | 213,657 SH | Decreased+13,408 SH |
| EXXON MOBIL CORP | COM | $223K | 0.1%Prev: 0.1% | 1,974 SH | Decreased |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $1.1M | 0.4%Prev: 0.3% | 5,759 SH | Decreased+458 SH |
| ISHARES INC | CORE MSCI EMKT | $623K | 0.2%Prev: 0.2% | 9,453 SH | Decreased-241 SH |
| ISHARES TR | CORE MSCI EAFE | $1.9M | 0.7%Prev: 0.7% | 22,293 SH | Decreased-707 SH |
| ISHARES TR | CORE S&P TTL STK | $6.1M | 2.1%Prev: 2.1% | 41,766 SH | Decreased-461 SH |
| ISHARES TR | CORE S&P500 ETF | $440K | 0.2%Prev: 0.1% | 657 SH | Decreased+8 SH |
| ISHARES TR | NATIONAL MUN ETF | $4.9M | 1.7%Prev: 1.5% | 45,634 SH | Decreased-21 SH |
| JPMORGAN CHASE & CO. | COM | $1.4M | 0.5% | 4,303 SH | New |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $1.1M | 0.4% | 22,709 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $3.7M | 1.3% | 5,619 SH | New |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $25.3M | 8.8%Prev: 7.8% | 511,441 SH | Decreased-20,057 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.8M | 0.6%Prev: 0.6% | 2,931 SH | Decreased+107 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $78.6M | 27.3%Prev: 27.5% | 239,487 SH | Decreased-4,384 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.6M | 0.5%Prev: 0.7% | 28,883 SH | Decreased-11,003 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $3.8M | 1.3%Prev: 0.2% | 75,675 SH | Increased+60,772 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $26.0M | 9.0%Prev: 6.8% | 308,768 SH | Increased+36,537 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $17.1M | 5.9%Prev: 5.6% | 284,251 SH | Decreased-28,905 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $17.1M | 5.9%Prev: 5.5% | 213,720 SH | Decreased-13,961 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $27.4M | 9.5%Prev: 9.8% | 457,965 SH | Decreased+1,525 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 |