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CIK 0001911000 • 7 13F filings • Apr 24, 2025 – Oct 16, 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 | |||||
|---|---|---|---|---|---|
| ALPHABET INC | COM - Class C | $2.9M | 1.4%Prev: 1.1% | 9,339 SH | Increased-331 SH |
| AMAZON COM INC | COM | $231K | 0.1%Prev: 0.1% | 1,000 SH | Increased |
| AMERICAN CENTY ETF TR | COM | $7.2M | 3.5%Prev: 3.4% | 81,907 SH | Increased-61 SH |
| AMERICAN EXPRESS CO | COM | $9K | 0.0%Prev: 0.0% | 25 SH | Increased |
| APPLE INC | COM | $3.3M | 1.6%Prev: 1.5% | 12,163 SH | Increased+1 SH |
| APPLIED MATLS INC | COM | $90K | 0.0%Prev: 0.0% | 349 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | COM - Class A | $5.3M | 2.5%Prev: 2.6% | 7 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | COM - Class B | $64.5M | 31.0%Prev: 31.5% | 128,341 SH | Decreased-439 SH |
| CARRIER GLOBAL CORPORATION | COM | $22K | 0.0%Prev: 0.0% | 423 SH | Decreased |
| CHURCH & DWIGHT CO INC | COM | $56K | 0.0%Prev: 0.0% | 670 SH | Decreased |
| COCA COLA CO | COM | $22K | 0.0%Prev: 0.0% | 319 SH | Increased+5 SH |
| COLGATE PALMOLIVE CO | COM | $22K | 0.0%Prev: 0.0% | 273 SH | Decreased |
| COSTCO WHSL CORP NEW | COM | $997K | 0.5%Prev: 0.5% | 1,156 SH | Decreased |
| CUMMINS INC | COM | $100K | 0.0%Prev: 0.0% | 195 SH | Increased |
| DIMENSIONAL ETF TRUST | COM | $10.6M | 5.1%Prev: 5.0% | 246,202 SH | Increased-1,170 SH |
| EXXON MOBIL CORP | COM | $72K | 0.0%Prev: 0.0% | 600 SH | Increased |
| FASTENAL CO | COM | $57K | 0.0%Prev: 0.0% | 1,427 SH | Decreased |
| HERSHEY CO | COM | $388K | 0.2%Prev: 0.2% | 2,133 SH | Decreased-456 SH |
| IDEXX LABS INC | COM | $34K | 0.0%Prev: 0.0% | 50 SH | Increased |
| ISHARES TR | COM | $5.6M | 2.7%Prev: 2.7% | 21,146 SH | Increased+580 SH |
| JOHNSON & JOHNSON | COM | $193K | 0.1%Prev: 0.1% | 932 SH | Increased+1 SH |
| MASTERCARD INCORPORATED | COM | $1.8M | 0.9%Prev: 0.9% | 3,220 SH | Decreased-50 SH |
| MCDONALDS CORP | COM | $299K | 0.1%Prev: 0.2% | 978 SH | Decreased-500 SH |
| METLIFE INC | COM | $16K | 0.0%Prev: 0.0% | 200 SH | Decreased |
| MICROSOFT CORP | COM | $1.8M | 0.9%Prev: 1.0% | 3,783 SH | Decreased-29 SH |
| MONDELEZ INTL INC | COM | $41K | 0.0%Prev: 0.0% | 750 SH | Decreased |
| OTIS WORLDWIDE CORP | COM | $28K | 0.0%Prev: 0.0% | 316 SH | Decreased |
| PEPSICO INC | COM | $114K | 0.1%Prev: 0.1% | 783 SH | Increased |
| PHILIP MORRIS INTL INC | COM | $76K | 0.0%Prev: 0.0% | 470 SH | Decreased |
| PROCTER AND GAMBLE CO | COM | $14K | 0.0%Prev: 0.0% | 101 SH | Decreased |
| PROFESIONALLY MANAGED PORTFO | COM | $483K | 0.2% | 7,372 SH | New |
| PROGRESSIVE CORP | COM | $6K | 0.0%Prev: 0.0% | 27 SH | Decreased |
| PRUDENTIAL FINL INC | COM | $11K | 0.0%Prev: 0.0% | 95 SH | Increased |
| RBB FUND TRUST | COM | $1.6M | 0.8% | 34,735 SH | New |
| REPUBLIC SVCS INC | COM | $35K | 0.0%Prev: 0.0% | 166 SH | Decreased |
| RTX CORPORATION | COM | $116K | 0.1%Prev: 0.1% | 632 SH | Increased |
| SCHWAB STRATEGIC TR | COM | $47K | 0.0%Prev: 0.0% | 1,226 SH | Increased |
| SPDR GOLD TR | COM | $307K | 0.1%Prev: 0.1% | 775 SH | Increased |
| SPDR S&P 500 ETF TR | COM | $816K | 0.4%Prev: 0.4% | 1,194 SH | Increased |
| SPDR S&P MIDCAP 400 ETF TR | COM | $2.3M | 1.1%Prev: 1.1% | 3,743 SH | Increased |
| SPROTT ASSET MANAGEMENT LP | COM | $50K | 0.0%Prev: 0.0% | 1,518 SH | Increased |
| UNION PAC CORP | COM | $587K | 0.3%Prev: 0.3% | 2,538 SH | Decreased |
| VANECK ETF TRUST | COM | $23K | 0.0%Prev: 0.0% | 223 SH | Increased |
| VANGUARD BD INDEX FDS | COM | $9.3M | 4.5%Prev: 4.6% | 125,413 SH | Decreased-2,037 SH |
| VANGUARD INDEX FDS | COM | $41.8M | 20.1%Prev: 20.6% | 89,322 SH | Decreased-3,782 SH |
| VANGUARD INTL EQUITY INDEX F | COM | $23.5M | 11.3%Prev: 11.4% | 167,489 SH | Increased-2,998 SH |
| VANGUARD SCOTTSDALE FDS | COM | $3.2M | 1.6%Prev: 1.6% | 40,667 SH | Decreased-319 SH |
| VANGUARD SPECIALIZED FUNDS | COM | $4.8M | 2.3%Prev: 2.3% | 21,703 SH | Increased-209 SH |
| VANGUARD STAR FDS | COM | $10.5M | 5.0%Prev: 5.0% | 139,054 SH | Increased-1,052 SH |
| VANGUARD TAX-MANAGED FDS | COM | $294K | 0.1%Prev: 0.1% | 4,714 SH | Increased+33 SH |
| VISA INC | COM | $1.6M | 0.8%Prev: 0.8% | 4,557 SH | Increased-121 SH |
| WALMART INC | COM | $541K | 0.3%Prev: 0.2% | 4,845 SH | Increased |
| WEC ENERGY GROUP INC | COM | $112K | 0.1%Prev: 0.1% | 1,059 SH | Decreased |
| ZOETIS INC | COM | $16K | 0.0%Prev: 0.0% | 130 SH | Decreased |
| 13F-HR |
| 0001911000-25-000008 |
| $205.4M |
| View |
| Jul 24, 2026 | Q2 2026 | 13F-HR | 0001911000-26-000004 | $207.8M | View |
| Jul 31, 2025 | Q2 2025 | 13F-HR | 0001911000-25-000007 | $188.4M | View |
| Apr 28, 2026 | Q1 2026 | 13F-HR | 0001911000-26-000002 | $191.9M | View |
| Apr 24, 2025 | Q1 2025 | 13F-HR | 0001911000-25-000005 | $191.7M | View |