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CIK 0002048051 • 6 13F filings • Apr 3, 2025 – Jul 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $403K | 0.2%Prev: 0.2% | 1,170 SH | Increased-180 SH |
| AMAZON COM INC | COM | $304K | 0.1%Prev: 0.1% | 1,222 SH | Increased+152 SH |
| APPLE INC | COM | $1.5M | 0.6%Prev: 0.6% | 4,439 SH | Increased-684 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $3.4M | 1.3%Prev: 1.6% | 6,855 SH | Increased+257 SH |
| COCA COLA CO | COM | $263K | 0.1%Prev: 0.1% | 3,060 SH | Increased-58 SH |
| COSTCO WHOLESALE CORPORATION | COM | $616K | 0.2% | 677 SH | New |
| DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | $32.2M | 12.5% | 801,411 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $9.4M | 3.7%Prev: 3.6% | 236,711 SH | Increased-1,204 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $18.0M | 7.0%Prev: 6.8% | 479,777 SH | Increased+36,731 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $2.4M | 0.9%Prev: 1.0% | 52,074 SH | Increased+6,158 SH |
| DIMENSIONAL ETF TRUST | ULTR FIX INC ETF | $14.1M | 5.5% | 278,593 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $2.0M | 0.8%Prev: 0.8% | 38,920 SH | Increased+1,805 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $6.2M | 2.4%Prev: 2.3% | 80,433 SH | Increased+9,957 SH |
| ENTERPRISE PRODS PARTNERS L | COM | $208K | 0.1% | 5,842 SH | New |
| INNOVATOR ETFS TRUST | EQUI DEF PRO APR | $499K | 0.2% | 18,715 SH | New |
| INNOVATOR ETFS TRUST | INNOVATOR US EQ | $202K | 0.1% | 5,515 SH | New |
| INNOVATOR ETFS TRUST | US EQT ULTRA BF | $1.1M | 0.4%Prev: 0.7% | 24,384 SH | Decreased-12,229 SH |
| INNOVATOR ETFS TRUST | US EQTY ULTRA B | $292K | 0.1% | 6,946 SH | New |
| ISHARES TR | CORE S&P MCP ETF | $11.8M | 4.6%Prev: 4.8% | 164,451 SH | Increased+9,637 SH |
| ISHARES TR | CORE S&P SCP ETF | $9.3M | 3.6%Prev: 3.9% | 68,621 SH | Increased-317 SH |
| ISHARES TR | CORE S&P500 ETF | $288K | 0.1%Prev: 0.2% | 376 SH | Decreased-214 SH |
| ISHARES TR | ESG AWARE MSCI | $330K | 0.1%Prev: 0.1% | 6,346 SH | Increased+188 SH |
| ISHARES TR | MSCI EAFE ETF | $2.0M | 0.8%Prev: 1.0% | 19,629 SH | Decreased-3,131 SH |
| ISHARES TR | MSCI EMG MKT ETF | $271K | 0.1%Prev: 0.1% | 4,064 SH | Increased+77 SH |
| ISHARES TR | NATIONAL MUN ETF | $602K | 0.2%Prev: 0.2% | 5,952 SH | Increased+2,275 SH |
| ISHARES TR | RUS 1000 GRW ETF | $593K | 0.2%Prev: 0.3% | 4,732 SH | Increased+3,527 SH |
| ISHARES TR | S&P 500 GRWT ETF | $590K | 0.2%Prev: 0.3% | 4,149 SH | Decreased-1,915 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $279K | 0.1% | 4,967 SH | New |
| JOHNSON & JOHNSON | COM | $495K | 0.2%Prev: 0.1% | 1,870 SH | Increased+218 SH |
| MICROSOFT CORP | COM | $1.3M | 0.5%Prev: 0.7% | 2,590 SH | Decreased-100 SH |
| SPDR SERIES TRUST | ST STR P500GRW | $686K | 0.3% | 5,577 SH | New |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL SILVER | $570K | 0.2% | 29,408 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $577K | 0.2% | 757 SH | New |
| TRAVELERS COMPANIES INC | COM | $209K | 0.1% | 585 SH | New |
| UNION PAC CORP | COM | $1.5M | 0.6%Prev: 0.6% | 5,378 SH | Increased-121 SH |
| US BANCORP | COM NEW | $495K | 0.2% | 8,562 SH | New |
| VALMONT INDS INC | COM | $364K | 0.1%Prev: 0.1% | 787 SH | Increased+3 SH |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | $1.3M | 0.5%Prev: 0.6% | 15,396 SH | Increased+12,659 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $257K | 0.1%Prev: 0.2% | 3,357 SH | Decreased-2,879 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $5.4M | 2.1%Prev: 1.8% | 77,465 SH | Increased+26,772 SH |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | $31.1M | 12.1% | 345,300 SH | New |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | $1.2M | 0.5% | 15,774 SH | New |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | $1.3M | 0.5% | 4,508 SH | New |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | $40.5M | 15.7% | 187,263 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $276K | 0.1%Prev: 0.1% | 393 SH | Increased+33 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $9.3M | 3.6%Prev: 4.0% | 157,449 SH | Increased+111 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $22.5M | 8.8%Prev: 8.1% | 291,906 SH | Increased+77,771 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $18.1M | 7.0%Prev: 7.1% | 256,008 SH | Increased+5,891 SH |
| WALMART INC | COM | $528K | 0.2%Prev: 0.2% | 5,082 SH | Increased+5 SH |
| Q3 2025 |
| 13F-HR |
| 0001214659-25-014479 |
| $212.6M |
| View |
| Jul 7, 2026 | Q2 2026 | 13F-HR | 0001214659-26-008268 | $253.1M | View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0001214659-25-010183 | $197.9M | View |
| Apr 6, 2026 | Q1 2026 | 13F-HR | 0001214659-26-004344 | $226.7M | View |
| Apr 3, 2025 | Q1 2025 | 13F-HR | 0001214659-25-005381 | $183.4M | View |