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CIK 0002054904 • 6 13F filings • Apr 16, 2025 – Jul 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $670K | 0.3%Prev: 0.4% | 5,344 SH | Decreased |
| ACCENTURE PLC IRELAND | SHS CLASS A | $267K | 0.1%Prev: 0.1% | 994 SH | Increased |
| ALPHABET INC | CAP STK CL A | $575K | 0.3%Prev: 0.3% | 1,837 SH | Increased-140 SH |
| AMAZON COM INC | COM | $727K | 0.4%Prev: 0.4% | 3,151 SH | Increased |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $2.3M | 1.2%Prev: 1.3% | 30,040 SH | Decreased-830 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $14.4M | 7.2%Prev: 6.6% | 153,010 SH | Increased+19,060 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $20.6M | 10.3%Prev: 10.2% | 202,107 SH | Increased+16,021 SH |
| AMERICAN WTR WKS CO INC NEW | COM | $264K | 0.1%Prev: 0.2% | 2,021 SH | Decreased |
| APPLE INC | COM | $1.2M | 0.6%Prev: 0.7% | 4,518 SH | Increased-264 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $596K | 0.3%Prev: 0.3% | 1,185 SH | Decreased |
| BROADCOM INC | COM | $545K | 0.3%Prev: 0.3% | 1,574 SH | Increased |
| CISCO SYS INC | COM | $927K | 0.5%Prev: 0.5% | 12,029 SH | Increased |
| COCA COLA CO | COM | $327K | 0.2%Prev: 0.2% | 4,674 SH | Increased |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $10.5M | 5.2%Prev: 4.9% | 317,101 SH | Increased+40,046 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $520K | 0.3%Prev: 0.3% | 15,965 SH | Increased |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $208K | 0.1%Prev: 0.1% | 7,875 SH | Decreased |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $6.7M | 3.4%Prev: 3.4% | 135,095 SH | Increased+1,289 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $435K | 0.2%Prev: 0.2% | 11,405 SH | Increased-90 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $361K | 0.2%Prev: 0.2% | 10,490 SH | Increased+1,070 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $5.5M | 2.8%Prev: 2.3% | 174,460 SH | Increased+34,435 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $3.6M | 1.8%Prev: 1.9% | 95,851 SH | Increased-1,336 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $716K | 0.4%Prev: 0.3% | 14,940 SH | Increased+2,565 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $3.5M | 1.8%Prev: 1.9% | 75,692 SH | Increased-345 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $7.0M | 3.5%Prev: 3.8% | 176,310 SH | Increased-3,932 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $467K | 0.2%Prev: 0.3% | 6,295 SH | Increased |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $3.8M | 1.9%Prev: 1.4% | 100,755 SH | Increased+34,210 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $4.4M | 2.2%Prev: 2.2% | 93,687 SH | Increased+2,831 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $1.0M | 0.5%Prev: 0.6% | 30,460 SH | Decreased-5,445 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $13.4M | 6.7%Prev: 7.2% | 225,042 SH | Increased-365 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $2.5M | 1.3%Prev: 1.3% | 77,663 SH | Increased-220 SH |
| EA SERIES TRUST | EA BRIDGEWAY OMN | $12.5M | 6.3%Prev: 5.6% | 537,732 SH | Increased+91,408 SH |
| ELI LILLY & CO | COM | $879K | 0.4%Prev: 0.3% | 818 SH | Increased |
| EXXON MOBIL CORP | COM | $384K | 0.2%Prev: 0.1% | 3,190 SH | Increased+1,385 SH |
| HOME DEPOT INC | COM | $1.2M | 0.6%Prev: 0.7% | 3,355 SH | Decreased |
| ISHARES INC | MSCI EMRG CHN | $335K | 0.2%Prev: 0.2% | 4,610 SH | Increased+60 SH |
| ISHARES TR | CORE MSCI INTL | $5.1M | 2.6%Prev: 2.2% | 62,195 SH | Increased+11,495 SH |
| ISHARES TR | CORE S&P TTL STK | $13.1M | 6.6%Prev: 5.3% | 88,161 SH | Increased+21,670 SH |
| ISHARES TR | MSCI INTL QUALTY | $2.0M | 1.0%Prev: 1.0% | 43,125 SH | Increased |
| ISHARES TR | MSCI USA MIN VOL | $252K | 0.1%Prev: 0.1% | 2,681 SH | Decreased |
| ISHARES TR | MSCI USA MMENTM | $317K | 0.2%Prev: 0.2% | 1,268 SH | Decreased |
| ISHARES TR | MSCI USA QLT FCT | $5.0M | 2.5%Prev: 2.7% | 25,335 SH | Increased-160 SH |
| ISHARES TR | MSCI USA VALUE | $267K | 0.1%Prev: 0.1% | 1,956 SH | Increased |
| JOHNSON & JOHNSON | COM | $258K | 0.1%Prev: 0.1% | 1,249 SH | Increased |
| JPMORGAN CHASE & CO. | COM | $2.0M | 1.0%Prev: 1.1% | 6,080 SH | Increased |
| LAM RESEARCH CORP | COM NEW | $1.1M | 0.5%Prev: 0.5% | 6,323 SH | Increased |
| LOCKHEED MARTIN CORP | COM | $403K | 0.2%Prev: 0.3% | 834 SH | Decreased-208 SH |
| MARATHON PETE CORP | COM | $947K | 0.5%Prev: 0.6% | 5,823 SH | Decreased |
| MASTERCARD INCORPORATED | CL A | $755K | 0.4%Prev: 0.4% | 1,322 SH | Increased |
| META PLATFORMS INC | CL A | $1.1M | 0.6%Prev: 0.7% | 1,675 SH | Decreased-133 SH |
| MICROSOFT CORP | COM | $1.1M | 0.5%Prev: 0.6% | 2,224 SH | Decreased |
| NETFLIX INC | COM | $364K | 0.2%Prev: 0.3% | 3,880 SH | Decreased+3,486 SH |
| NORTHROP GRUMMAN CORP | COM | $369K | 0.2%Prev: 0.2% | 648 SH | Decreased |
| NVIDIA CORPORATION | COM | $854K | 0.4%Prev: 0.9% | 4,579 SH | Decreased-4,000 SH |
| PACER FDS TR | TRENDP US LAR CP | $306K | 0.2%Prev: 0.2% | 5,500 SH | Increased |
| PACER FDS TR | US CASH COWS 100 | $323K | 0.2%Prev: 0.2% | 5,373 SH | Increased |
| PALANTIR TECHNOLOGIES INC | CL A | $520K | 0.3%Prev: 0.3% | 2,928 SH | Decreased |
| PIMCO ETF TR | 1-5 US TIP IDX | $572K | 0.3%Prev: 0.3% | 10,655 SH | Decreased |
| ROBINHOOD MKTS INC | COM CL A | $207K | 0.1%Prev: 0.1% | 1,827 SH | Decreased |
| ROPER TECHNOLOGIES INC | COM | $632K | 0.3%Prev: 0.4% | 1,420 SH | Decreased |
| SCHWAB CHARLES CORP | COM | $848K | 0.4%Prev: 0.4% | 8,491 SH | Increased |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $238K | 0.1%Prev: 0.1% | 8,677 SH | Increased |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $1.2M | 0.6%Prev: 0.8% | 38,126 SH | Decreased-4,618 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $638K | 0.3%Prev: 0.3% | 21,532 SH | Increased |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $455K | 0.2% | 8,311 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $345K | 0.2% | 2,227 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $297K | 0.1% | 2,062 SH | New |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $298K | 0.1%Prev: 0.2% | 6,705 SH | Increased |
| STRYKER CORPORATION | COM | $371K | 0.2%Prev: 0.2% | 1,056 SH | Decreased |
| TESLA INC | COM | $274K | 0.1%Prev: 0.1% | 610 SH | Increased |
| TEXAS INSTRS INC | COM | $450K | 0.2%Prev: 0.3% | 2,593 SH | Decreased-200 SH |
| UNION PAC CORP | COM | $572K | 0.3%Prev: 0.3% | 2,471 SH | Decreased |
| UNITEDHEALTH GROUP INC | COM | $231K | 0.1%Prev: 0.1% | 700 SH | Decreased |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $2.5M | 1.3%Prev: 1.4% | 31,887 SH | Increased+580 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $13.1M | 6.5%Prev: 7.0% | 38,931 SH | Increased-65 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $800K | 0.4%Prev: 0.4% | 16,172 SH | Increased+2,052 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $11.1M | 5.6%Prev: 5.4% | 185,356 SH | Increased+22,136 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $2.9M | 1.5%Prev: 1.5% | 46,470 SH | Increased-510 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $380K | 0.2%Prev: 0.2% | 2,650 SH | Increased |
| VISA INC | COM CL A | $1.3M | 0.6%Prev: 0.7% | 3,675 SH | Increased |
| WALMART INC | COM | $304K | 0.2%Prev: 0.2% | 2,725 SH | Increased |
| 13F-HR |
| 0002054904-26-000003 |
| $256.9M |
| View |
| Jul 23, 2025 | Q2 2025 | 13F-HR | 0001725547-25-003532 | $152.5M | View |
| Apr 14, 2026 | Q1 2026 | 13F-HR | 0002054904-26-000001 | $212.9M | View |
| Apr 16, 2025 | Q1 2025 | 13F-HR | 0001725547-25-001415 | $126.1M | View |