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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 | $529K | 0.2%Prev: 0.2% | 2,084 SH | Increased-76 SH |
| DIMENSIONAL ETF TRUST | DIMENSIONAL INTE | $867K | 0.3% | 16,531 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $13.9M | 4.7%Prev: 4.3% | 403,251 SH | Increased+7,690 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $10.7M | 3.6%Prev: 3.5% | 272,197 SH | Increased-12,645 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $13.0M | 4.3%Prev: 5.0% | 333,506 SH | Increased-39,233 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $26.7M | 9.0%Prev: 7.5% | 762,655 SH | Increased+77,436 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $6.9M | 2.3%Prev: 2.4% | 201,703 SH | Increased-16,838 SH |
| EXXON MOBIL CORP | COM | $335K | 0.1%Prev: 0.1% | 1,974 SH | Increased+5 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $1.1M | 0.4%Prev: 0.4% | 5,759 SH | Increased+8 SH |
| ISHARES INC | CORE MSCI EMKT | $671K | 0.2%Prev: 0.2% | 9,620 SH | Increased+282 SH |
| ISHARES TR | CORE MSCI EAFE | $2.1M | 0.7%Prev: 0.7% | 22,717 SH | Increased+773 SH |
| ISHARES TR | CORE S&P TTL STK | $6.0M | 2.0%Prev: 2.0% | 42,150 SH | Increased+1,202 SH |
| ISHARES TR | CORE S&P500 ETF | $426K | 0.1%Prev: 0.2% | 652 SH | Increased-37 SH |
| ISHARES TR | NATIONAL MUN ETF | $4.8M | 1.6%Prev: 2.0% | 45,661 SH | Increased+47 SH |
| JPMORGAN CHASE & CO | COM | $1.3M | 0.4% | 4,305 SH | New |
| SPDR INDEX SHS FDS | STATE STREET SPD | $1.1M | 0.4% | 23,662 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $3.5M | 1.2% | 5,431 SH | New |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $26.2M | 8.8%Prev: 9.5% | 544,764 SH | Increased+91,561 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.7M | 0.6%Prev: 0.7% | 2,804 SH | Increased-392 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $76.5M | 25.7%Prev: 25.8% | 238,546 SH | Increased+10,106 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.5M | 0.5%Prev: 0.5% | 28,613 SH | Increased+2,028 SH |
| VANGUARD MUN BD FDS | INTERMEDIATE TRM | $1.4M | 0.5% | 13,996 SH | New |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $4.0M | 1.4%Prev: 1.6% | 80,866 SH | Increased+5,393 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $25.1M | 8.4%Prev: 9.4% | 303,730 SH | Increased+28,092 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $18.2M | 6.1%Prev: 6.4% | 305,900 SH | Increased+52,472 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $2.6M | 0.9% | 43,961 SH | New |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $17.9M | 6.0%Prev: 6.4% | 226,101 SH | Increased+35,926 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $28.9M | 9.7%Prev: 9.4% | 450,573 SH | Increased+11,065 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 |