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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 | $533K | 0.2%Prev: 0.2% | 2,084 SH | Increased+145 SH |
| CAPITAL ONE FINL CORP | COM | $236K | 0.1%Prev: 0.1% | 986 SH | Increased |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $13.9M | 4.7%Prev: 4.6% | 401,317 SH | Increased-10,471 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $10.9M | 3.6%Prev: 3.6% | 275,842 SH | Increased-13,253 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $13.6M | 4.5%Prev: 4.7% | 333,783 SH | Increased-17,010 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $26.2M | 8.8%Prev: 8.2% | 751,660 SH | Increased+5,125 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $6.9M | 2.3%Prev: 2.3% | 202,873 SH | Increased-10,784 SH |
| EXXON MOBIL CORP | COM | $256K | 0.1%Prev: 0.1% | 1,974 SH | Increased |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $1.1M | 0.4%Prev: 0.4% | 5,759 SH | Increased |
| ISHARES INC | CORE MSCI EMKT | $682K | 0.2%Prev: 0.2% | 9,617 SH | Increased+164 SH |
| ISHARES TR | CORE MSCI EAFE | $2.1M | 0.7%Prev: 0.7% | 22,673 SH | Increased+380 SH |
| ISHARES TR | CORE S&P TTL STK | $6.4M | 2.1%Prev: 2.1% | 42,034 SH | Increased+268 SH |
| ISHARES TR | CORE S&P500 ETF | $451K | 0.2%Prev: 0.2% | 649 SH | Increased-8 SH |
| ISHARES TR | NATIONAL MUN ETF | $4.9M | 1.6%Prev: 1.7% | 45,641 SH | Increased+7 SH |
| JPMORGAN CHASE & CO. | COM | $1.3M | 0.4%Prev: 0.5% | 4,304 SH | Decreased+1 SH |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $1.1M | 0.4%Prev: 0.4% | 23,296 SH | Increased+587 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $3.7M | 1.3%Prev: 1.3% | 5,415 SH | Increased-204 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $26.2M | 8.7%Prev: 8.8% | 538,947 SH | Increased+27,506 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.8M | 0.6%Prev: 0.6% | 2,803 SH | Decreased-128 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $79.8M | 26.7%Prev: 27.3% | 233,348 SH | Increased-6,139 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.6M | 0.5%Prev: 0.5% | 28,586 SH | Increased-297 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $4.1M | 1.4%Prev: 1.3% | 80,781 SH | Increased+5,106 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $26.5M | 8.9%Prev: 9.0% | 316,696 SH | Increased+7,928 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $17.5M | 5.9%Prev: 5.9% | 293,345 SH | Increased+9,094 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $17.6M | 5.9%Prev: 5.9% | 220,574 SH | Increased+6,854 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $29.5M | 9.9%Prev: 9.5% | 452,390 SH | Increased-5,575 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 |