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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 | $150K | 0.1% | 2,820 SH | New |
| ALPHABET INC | COM - Class C | $3.3M | 1.6%Prev: 1.2% | 9,339 SH | Increased-2,980 SH |
| AMAZON COM INC | COM | $238K | 0.1%Prev: 0.3% | 1,000 SH | Decreased-1,960 SH |
| AMERICAN CENTY ETF TR | COM | $7.6M | 3.7%Prev: 3.4% | 76,373 SH | Increased-5,708 SH |
| AMERICAN EXPRESS CO | COM | $8K | 0.0%Prev: 0.0% | 25 SH | Decreased-169 SH |
| APPLE INC | COM | $3.4M | 1.6%Prev: 2.1% | 11,750 SH | Decreased-7,193 SH |
| APPLIED MATLS INC | COM | $252K | 0.1%Prev: 0.0% | 349 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | COM - Class A | $5.2M | 2.5%Prev: 2.7% | 7 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | COM - Class B | $60.2M | 29.0%Prev: 47.7% | 120,403 SH | Decreased-64,685 SH |
| COCA COLA CO | COM | $26K | 0.0%Prev: 0.1% | 321 SH | Decreased-1,814 SH |
| COLGATE PALMOLIVE CO | COM | $25K | 0.0%Prev: 0.0% | 273 SH | Increased |
| COSTCO WHOLESALE CORPORATION | COM | $1.1M | 0.5% | 1,156 SH | New |
| CUMMINS INC | COM | $139K | 0.1%Prev: 0.0% | 195 SH | Increased |
| DIMENSIONAL ETF TRUST | COM | $10.8M | 5.2%Prev: 5.2% | 222,552 SH | Increased-27,613 SH |
| EXXON MOBIL CORP | COM | $82K | 0.0%Prev: 0.0% | 600 SH | Increased |
| FASTENAL CO | COM | $68K | 0.0%Prev: 0.1% | 1,411 SH | Decreased-1,111 SH |
| HERSHEY CO | COM | $296K | 0.1%Prev: 0.3% | 1,685 SH | Decreased-1,909 SH |
| IDEXX LABS INC | COM | $26K | 0.0%Prev: 0.0% | 50 SH | Decreased |
| ISHARES TR | COM | $6.6M | 3.2%Prev: 2.4% | 26,908 SH | Increased+16,364 SH |
| JOHNSON & JOHNSON | COM | $237K | 0.1%Prev: 0.1% | 935 SH | Decreased-909 SH |
| MASTERCARD INCORPORATED | COM | $1.6M | 0.8%Prev: 1.3% | 3,170 SH | Decreased-1,059 SH |
| MCDONALDS CORP | COM | $186K | 0.1%Prev: 0.5% | 690 SH | Decreased-2,490 SH |
| METLIFE INC | COM | $17K | 0.0%Prev: 0.0% | 200 SH | Increased |
| MICROSOFT CORP | COM | $1.4M | 0.7%Prev: 1.3% | 3,751 SH | Decreased-1,146 SH |
| MONDELEZ INTL INC | COM | $16K | 0.0%Prev: 0.0% | 280 SH | Decreased-470 SH |
| PEPSICO INC | COM | $91K | 0.0%Prev: 0.2% | 668 SH | Decreased-1,927 SH |
| PHILIP MORRIS INTL INC | COM | $86K | 0.0%Prev: 0.0% | 470 SH | Decreased |
| PROCTER & GAMBLE CO | COM | $147 | 0.0% | 1 SH | New |
| PRUDENTIAL FINL INC | COM | $10K | 0.0%Prev: 0.0% | 95 SH | Increased |
| RBB FUND TRUST | COM | $1.0M | 0.5% | 20,903 SH | New |
| REPUBLIC SVCS INC | COM | $35K | 0.0%Prev: 0.0% | 166 SH | Decreased |
| SCHWAB STRATEGIC TR | COM | $24K | 0.0%Prev: 0.0% | 451 SH | Decreased-775 SH |
| SPROTT ASSET MANAGEMENT LP | COM | $46K | 0.0% | 1,518 SH | New |
| STATE STR SPDR S&P 500 ETF T | COM | $894K | 0.4% | 1,194 SH | New |
| STATE STR SPDR S&P MIDCAP 40 | COM | $2.6M | 1.2% | 3,678 SH | New |
| UNION PAC CORP | COM | $489K | 0.2%Prev: 0.5% | 1,798 SH | Decreased-1,936 SH |
| VANGUARD BD INDEX FDS | COM | $9.1M | 4.4%Prev: 0.1% | 123,649 SH | Increased+120,899 SH |
| VANGUARD INDEX FDS | COM | $44.1M | 21.2%Prev: 18.5% | 86,719 SH | Increased+15,342 SH |
| VANGUARD INTL EQUITY INDEX F | COM | $24.7M | 11.9%Prev: 4.3% | 158,620 SH | Increased+95,056 SH |
| VANGUARD SCOTTSDALE FDS | COM | $3.1M | 1.5% | 39,017 SH | New |
| VANGUARD SPECIALIZED FUNDS | COM | $4.6M | 2.2%Prev: 2.4% | 19,644 SH | Increased-2,351 SH |
| VANGUARD STAR FDS | COM | $11.8M | 5.7%Prev: 0.7% | 138,507 SH | Increased+119,848 SH |
| VANGUARD TAX-MANAGED FDS | COM | $440K | 0.2%Prev: 0.2% | 6,171 SH | Increased-842 SH |
| VISA INC | COM | $1.5M | 0.7%Prev: 1.1% | 4,419 SH | Decreased-1,544 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 |