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CIK 0001962105 • 3 13F filings • Jan 23, 2026 – Jul 24, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $8.3M | 6.9% | 102,417 SH | |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $656K | 0.5% | 6,569 SH | |
| APPLE INC | COM | $484K | 0.4% | 1,908 SH | |
| CAPITAL GRP FIXED INCM ETF T | SHORT DURATION M | $5.2M | 4.3% | 195,969 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $2.1M | 1.7% | 57,902 SH | |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $611K | 0.5% | 12,757 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $3.9M | 3.3% | 100,621 SH | |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $8.9M | 7.4% | 194,130 SH | |
| GOLDMAN SACHS ETF TR | ACTIVEBETA EME | $689K | 0.6% | 15,940 SH | |
| GOLDMAN SACHS ETF TR | ACTIVEBETA INT | $1.4M | 1.2% | 32,200 SH | |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | $2.8M | 2.3% | 22,286 SH | |
| HARTFORD FDS EXCHANGE TRADED | MUN OPORTUNITE | $9.7M | 8.1% | 251,068 SH | |
| INDEPENDENCE RLTY TR INC | COM | $205K | 0.2% | 13,787 SH | |
| ISHARES TR | CORE S&P MCP ETF | $6.7M | 5.6% | 99,325 SH | |
| ISHARES TR | CRE U S REIT ETF | $1.9M | 1.6% | 32,336 SH | |
| ISHARES TR | US SML CAP EQT | $1.5M | 1.2% | 19,637 SH | |
| PHILLIPS EDISON & CO INC | COMMON STOCK | $279K | 0.2% | 7,457 SH | |
| PINNACLE FINL PARTNERS INC | COM | $583K | 0.5% | 6,772 SH | |
| SMARTSTOP SELF STORAG REIT I | COMMON STOCK | $318K | 0.3% | 10,494 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $21.6M | 18.1% | 49,497 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $579K | 0.5% | 2,666 SH | |
| VANGUARD INDEX FDS | SML CP GRW ETF | $2.5M | 2.1% | 8,330 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $6.2M | 5.2% | 19,476 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $8.2M | 6.8% | 41,566 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.5M | 1.2% | 29,573 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $5.3M | 4.5% | 69,079 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $17.2M | 14.4% | 268,455 SH | |
| VANGUARD WORLD FD | MEGA CAP INDEX | $339K | 0.3% | 1,434 SH |
| 13F-HR |
| 0001951757-26-000809 |
| $119.5M |
| View |