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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 | $590K | 0.2%Prev: 0.1% | 1,883 SH | Increased+153 SH |
| CHEVRON CORPORATION | COM | $327K | 0.1% | 1,858 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $15.9M | 4.9%Prev: 4.6% | 402,620 SH | Increased-3,724 SH |
| DIMENSIONAL ETF TRUST | INTL COR FIX ETF | $2.1M | 0.7% | 40,202 SH | New |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $11.2M | 3.4%Prev: 3.6% | 276,356 SH | Increased-12,114 SH |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $14.6M | 4.5% | 331,630 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $29.4M | 9.0% | 770,951 SH | New |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $7.3M | 2.2%Prev: 2.4% | 200,249 SH | Increased-13,386 SH |
| EXXON MOBIL CORP | COM | $279K | 0.1%Prev: 0.1% | 1,974 SH | Increased+5 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $1.1M | 0.3%Prev: 0.4% | 5,301 SH | Increased-454 SH |
| ISHARES INC | CORE MSCI EMKT | $778K | 0.2%Prev: 0.2% | 9,694 SH | Increased+241 SH |
| ISHARES TR | CORE MSCI EAFE | $2.2M | 0.7%Prev: 0.7% | 23,000 SH | Increased+707 SH |
| ISHARES TR | CORE S&P TTL STK | $6.9M | 2.1%Prev: 2.1% | 42,227 SH | Increased+739 SH |
| ISHARES TR | CORE S&P500 ETF | $486K | 0.1%Prev: 0.2% | 649 SH | Increased-8 SH |
| ISHARES TR | NATIONAL MUN ETF | $4.9M | 1.5%Prev: 1.7% | 45,655 SH | Increased+29 SH |
| JPMORGAN CHASE & CO | COM | $1.4M | 0.4% | 4,306 SH | New |
| SPDR INDEX SHS FDS | ST PORT MARK ETF | $1.2M | 0.4% | 23,662 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $4.1M | 1.2% | 5,445 SH | New |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $25.4M | 7.8%Prev: 8.7% | 531,498 SH | Increased+45,139 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.9M | 0.6%Prev: 0.6% | 2,824 SH | Increased-120 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $89.8M | 27.5%Prev: 27.1% | 243,871 SH | Increased+6,740 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $2.4M | 0.7%Prev: 0.5% | 39,886 SH | Increased+11,552 SH |
| VANGUARD MUN BD FDS | INTERMEDIATE TRM | $5.3M | 1.6% | 52,922 SH | New |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $749K | 0.2%Prev: 1.3% | 14,903 SH | Decreased-60,690 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $22.3M | 6.8%Prev: 8.9% | 272,231 SH | Decreased-23,130 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $18.3M | 5.6%Prev: 5.9% | 313,156 SH | Increased+41,634 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $5.0M | 1.5% | 85,552 SH | New |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $17.9M | 5.5%Prev: 5.9% | 227,681 SH | Increased+23,807 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $32.1M | 9.8%Prev: 9.7% | 456,440 SH | Increased+4,986 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 |