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CIK 0001963875 • 6 13F filings • May 2, 2025 – Aug 6, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $223K | 0.1%Prev: 0.1% | 974 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $475K | 0.1%Prev: 0.1% | 1,516 SH | Increased-25 SH |
| ALPHABET INC | CAP STK CL C | $1.0M | 0.3%Prev: 0.3% | 3,242 SH | Increased-25 SH |
| AMAZON COM INC | COM | $772K | 0.2%Prev: 0.3% | 3,344 SH | Decreased-378 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $5.8M | 1.8%Prev: 1.8% | 75,432 SH | Increased+4,615 SH |
| AMERICAN CENTY ETF TR | AVANTIS US MID C | $525K | 0.2%Prev: 0.1% | 7,437 SH | Increased+3,869 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $23.2M | 7.1%Prev: 7.3% | 282,417 SH | Increased+5,695 SH |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | $4.0M | 1.2%Prev: 1.1% | 90,972 SH | Increased+15,613 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $27.0M | 8.3%Prev: 7.8% | 241,223 SH | Increased+29,157 SH |
| APPLE INC | COM | $3.3M | 1.0%Prev: 1.0% | 12,104 SH | Increased-132 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $295K | 0.1%Prev: 0.1% | 588 SH | Decreased-50 SH |
| BROADCOM INC | COM | $271K | 0.1%Prev: 0.1% | 783 SH | Increased |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $218K | 0.1% | 5,000 SH | New |
| CBRE GROUP INC | CL A | $17.9M | 5.5%Prev: 6.6% | 111,314 SH | Decreased-12,999 SH |
| CHEVRON CORP NEW | COM | $736K | 0.2%Prev: 0.3% | 4,831 SH | Decreased-4 SH |
| COLGATE PALMOLIVE CO | COM | $644K | 0.2%Prev: 0.2% | 8,152 SH | Decreased |
| CONDUENT INC | COM | $43K | 0.0%Prev: 0.0% | 22,474 SH | Increased+9,000 SH |
| CRA INTL INC | COM | $2.7M | 0.8%Prev: 1.0% | 13,609 SH | Decreased |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $9.7M | 3.0%Prev: 3.1% | 294,698 SH | Increased+11,184 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $25.1M | 7.7%Prev: 7.7% | 728,285 SH | Increased+26,720 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $9.3M | 2.9%Prev: 2.7% | 199,412 SH | Increased+24,321 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $33.7M | 10.4%Prev: 10.5% | 852,380 SH | Increased+42,200 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $4.3M | 1.3%Prev: 1.4% | 57,907 SH | Increased-342 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $3.5M | 1.1%Prev: 1.1% | 49,562 SH | Increased+2,208 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $426K | 0.1%Prev: 0.1% | 9,812 SH | Increased+3,716 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $364K | 0.1%Prev: 0.1% | 6,118 SH | Increased-35 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $20.6M | 6.3%Prev: 6.5% | 627,975 SH | Increased+14,208 SH |
| EMERSON ELEC CO | COM | $204K | 0.1%Prev: 0.1% | 1,541 SH | Increased |
| EXXON MOBIL CORP | COM | $895K | 0.3%Prev: 0.3% | 7,436 SH | Increased |
| GE AEROSPACE | COM NEW | $1.1M | 0.4%Prev: 0.4% | 3,733 SH | Increased-51 SH |
| GE VERNOVA INC | COM | $625K | 0.2%Prev: 0.2% | 956 SH | Increased-3 SH |
| IDEXX LABS INC | COM | $273K | 0.1%Prev: 0.1% | 404 SH | Increased |
| INTERNATIONAL BUSINESS MACHS | COM | $470K | 0.1%Prev: 0.2% | 1,587 SH | Increased |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | $409K | 0.1%Prev: 0.1% | 5,721 SH | Decreased |
| INVESCO QQQ TR | UNIT SER 1 | $490K | 0.2%Prev: 0.2% | 798 SH | Decreased-342 SH |
| ISHARES TR | 3YRTB ETF | $250K | 0.1%Prev: 0.1% | 3,324 SH | Increased+645 SH |
| ISHARES TR | CORE S&P MCP ETF | $2.8M | 0.9%Prev: 1.5% | 42,851 SH | Decreased-26,890 SH |
| ISHARES TR | CORE US AGGBD ET | $12.0M | 3.7%Prev: 3.9% | 120,054 SH | Increased+5,018 SH |
| ISHARES TR | RUS 1000 GRW ETF | $1.8M | 0.5%Prev: 0.6% | 3,746 SH | Decreased-364 SH |
| J P MORGAN EXCHANGE TRADED F | HEDGED EQUITY LA | $17.1M | 5.3%Prev: 5.4% | 257,952 SH | Increased+8,869 SH |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | $3.5M | 1.1%Prev: 0.7% | 76,630 SH | Increased+34,797 SH |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $11.4M | 3.5%Prev: 1.7% | 226,173 SH | Increased+127,593 SH |
| JOHNSON & JOHNSON | COM | $259K | 0.1%Prev: 0.1% | 1,252 SH | Decreased-400 SH |
| JPMORGAN CHASE & CO. | COM | $566K | 0.2%Prev: 0.2% | 1,758 SH | Increased |
| MICROSOFT CORP | COM | $598K | 0.2%Prev: 0.2% | 1,236 SH | Decreased-13 SH |
| NVIDIA CORPORATION | COM | $613K | 0.2%Prev: 0.2% | 3,288 SH | Decreased-280 SH |
| ORACLE CORP | COM | $415K | 0.1%Prev: 0.2% | 2,131 SH | Decreased-230 SH |
| PPG INDS INC | COM | $296K | 0.1%Prev: 0.1% | 2,889 SH | Decreased |
| PROCTER AND GAMBLE CO | COM | $901K | 0.3%Prev: 0.3% | 6,285 SH | Decreased-24 SH |
| RPM INTL INC | COM | $252K | 0.1%Prev: 0.1% | 2,425 SH | Decreased |
| RTX CORPORATION | COM | $339K | 0.1%Prev: 0.1% | 1,846 SH | Increased |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $220K | 0.1% | 800 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $223K | 0.1% | 1,438 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $961K | 0.3% | 6,678 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $1.2M | 0.4%Prev: 0.4% | 1,777 SH | Increased |
| SPDR SERIES TRUST | STATE STREET SPD | $274K | 0.1% | 1,970 SH | New |
| TKO GROUP HOLDINGS INC | CL A | $273K | 0.1%Prev: 0.1% | 1,306 SH | Increased |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $17.9M | 5.5%Prev: 5.7% | 227,396 SH | Increased+13,982 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $4.0M | 1.2%Prev: 1.2% | 53,332 SH | Increased+6,083 SH |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $6.1M | 1.9%Prev: 1.7% | 123,182 SH | Increased+19,145 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $8.7M | 2.7%Prev: 2.7% | 17,825 SH | Increased+1,387 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $328K | 0.1%Prev: 0.1% | 1,850 SH | Increased+16 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $316K | 0.1%Prev: 0.1% | 1,089 SH | Decreased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.4M | 0.7%Prev: 0.8% | 3,861 SH | Increased-32 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.4M | 1.0%Prev: 1.1% | 10,015 SH | Increased+43 SH |
| VANGUARD INDEX FDS | VALUE ETF | $13.6M | 4.2%Prev: 4.2% | 70,959 SH | Increased+4,095 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $453K | 0.1%Prev: 0.1% | 6,153 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $742K | 0.2%Prev: 0.2% | 13,806 SH | Increased+132 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $272K | 0.1%Prev: 0.1% | 3,252 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $2.3M | 0.7%Prev: 0.8% | 16,325 SH | Decreased-1,294 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $2.5M | 0.8%Prev: 0.8% | 49,832 SH | Increased+2,371 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $4.0M | 1.2%Prev: 0.4% | 50,158 SH | Increased+33,715 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $252K | 0.1%Prev: 0.1% | 1,145 SH | Increased-13 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $277K | 0.1%Prev: 0.1% | 3,668 SH | Increased |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $742K | 0.2%Prev: 0.2% | 11,879 SH | Increased+179 SH |
| VANGUARD WORLD FD | INF TECH ETF | $273K | 0.1%Prev: 0.1% | 363 SH | Increased |
| 13F-HR |
| 0001951757-26-001098 |
| $390.1M |
| View |
| Jul 23, 2025 | Q2 2025 | 13F-HR | 0001951757-25-000935 | $268.9M | View |
| Apr 27, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000745 | $351.5M | View |
| May 2, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000499 | $239.7M | View |