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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 | |||||
|---|---|---|---|---|---|
| AKRE FOCUS ETF | COM | $149K | 0.1% | 2,820 SH | New |
| ALPHABET INC | COM - Class C | $2.7M | 1.4% | 9,339 SH | New |
| AMAZON COM INC | COM | $208K | 0.1%Prev: 0.3% | 1,000 SH | Decreased-1,960 SH |
| AMERICAN CENTY ETF TR | COM | $6.9M | 3.6%Prev: 3.2% | 77,215 SH | Increased-8,488 SH |
| AMERICAN EXPRESS CO | COM | $8K | 0.0%Prev: 0.0% | 25 SH | Decreased-169 SH |
| APPLE INC | COM | $3.0M | 1.6%Prev: 2.3% | 11,751 SH | Decreased-8,267 SH |
| APPLIED MATLS INC | COM | $119K | 0.1%Prev: 0.0% | 349 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | COM - Class A | $5.0M | 2.6%Prev: 2.9% | 7 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | COM - Class B | $58.6M | 30.5%Prev: 50.2% | 122,297 SH | Decreased-58,494 SH |
| COCA COLA CO | COM | $24K | 0.0%Prev: 0.1% | 319 SH | Decreased-1,814 SH |
| COLGATE PALMOLIVE CO | COM | $23K | 0.0%Prev: 0.0% | 273 SH | Decreased |
| COSTCO WHOLESALE CORPORATION | COM | $1.2M | 0.6% | 1,156 SH | New |
| CUMMINS INC | COM | $105K | 0.1%Prev: 0.0% | 195 SH | Increased |
| DIMENSIONAL ETF TRUST | COM | $9.6M | 5.0%Prev: 4.6% | 222,511 SH | Increased-13,623 SH |
| EXXON MOBIL CORP | COM | $102K | 0.1%Prev: 0.0% | 600 SH | Increased |
| FASTENAL CO | COM | $66K | 0.0%Prev: 0.1% | 1,420 SH | Decreased+159 SH |
| HERSHEY CO | COM | $442K | 0.2%Prev: 0.4% | 2,125 SH | Decreased-2,331 SH |
| IDEXX LABS INC | COM | $28K | 0.0%Prev: 0.0% | 50 SH | Increased |
| ISHARES TR | COM | $6.1M | 3.2%Prev: 2.2% | 26,949 SH | Increased+16,188 SH |
| JOHNSON & JOHNSON | COM | $228K | 0.1%Prev: 0.2% | 934 SH | Decreased-1,129 SH |
| MASTERCARD INCORPORATED | COM | $1.6M | 0.8%Prev: 1.2% | 3,219 SH | Decreased-1,009 SH |
| MCDONALDS CORP | COM | $304K | 0.2%Prev: 0.5% | 978 SH | Decreased-2,202 SH |
| METLIFE INC | COM | $14K | 0.0%Prev: 0.0% | 200 SH | Decreased |
| MICROSOFT CORP | COM | $1.4M | 0.7%Prev: 1.0% | 3,783 SH | Decreased-1,114 SH |
| MONDELEZ INTL INC | COM | $16K | 0.0%Prev: 0.0% | 280 SH | Decreased-470 SH |
| PEPSICO INC | COM | $122K | 0.1%Prev: 0.2% | 783 SH | Decreased-1,812 SH |
| PHILIP MORRIS INTL INC | COM | $78K | 0.0%Prev: 0.0% | 470 SH | Increased |
| PROCTER & GAMBLE CO | COM | $144 | 0.0% | 1 SH | New |
| PRUDENTIAL FINL INC | COM | $9K | 0.0%Prev: 0.0% | 95 SH | Decreased |
| RBB FUND TRUST | COM | $982K | 0.5% | 20,903 SH | New |
| REPUBLIC SVCS INC | COM | $36K | 0.0%Prev: 0.0% | 166 SH | Decreased |
| SCHWAB STRATEGIC TR | COM | $50K | 0.0% | 1,226 SH | New |
| SPROTT ASSET MANAGEMENT LP | COM | $54K | 0.0% | 1,518 SH | New |
| STATE STR SPDR S&P 500 ETF T | COM | $779K | 0.4% | 1,194 SH | New |
| STATE STR SPDR S&P MIDCAP 40 | COM | $2.3M | 1.2% | 3,743 SH | New |
| UNION PAC CORP | COM | $436K | 0.2%Prev: 0.5% | 1,798 SH | Decreased-1,936 SH |
| VANECK ETF TRUST | COM | $17K | 0.0% | 173 SH | New |
| VANGUARD BD INDEX FDS | COM | $9.1M | 4.7%Prev: 0.1% | 123,407 SH | Increased+120,657 SH |
| VANGUARD INDEX FDS | COM | $38.6M | 20.1%Prev: 20.4% | 85,785 SH | Decreased-7,766 SH |
| VANGUARD INTL EQUITY INDEX F | COM | $21.7M | 11.3%Prev: 1.4% | 158,433 SH | Increased+134,014 SH |
| VANGUARD SCOTTSDALE FDS | COM | $3.1M | 1.6% | 39,037 SH | New |
| VANGUARD SPECIALIZED FUNDS | COM | $4.2M | 2.2%Prev: 2.2% | 19,635 SH | Decreased-2,360 SH |
| VANGUARD STAR FDS | COM | $10.9M | 5.7%Prev: 0.4% | 140,729 SH | Increased+128,571 SH |
| VANGUARD TAX-MANAGED FDS | COM | $296K | 0.2%Prev: 0.2% | 4,621 SH | Decreased-2,352 SH |
| VISA INC | COM | $1.4M | 0.7%Prev: 1.1% | 4,557 SH | Decreased-1,406 SH |
| 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 |