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CIK 0002109915 • 3 13F filings • Feb 5, 2026 – Jul 28, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVANTIS US SMALL | $330K | 0.3% | 5,625 SH | New |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $762K | 0.7%Prev: 0.6% | 8,109 SH | Decreased+6 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $2.1M | 1.9%Prev: 2.1% | 19,128 SH | Decreased-2,938 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $2.9M | 2.6%Prev: 2.6% | 38,662 SH | Decreased+387 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $4.9M | 4.3%Prev: 4.5% | 47,944 SH | Decreased+508 SH |
| APPLE INC | COM | $204K | 0.2%Prev: 0.2% | 750 SH | Increased+50 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $665K | 0.6%Prev: 0.5% | 1,322 SH | Increased-5 SH |
| DEERE & CO | COM | $553K | 0.5%Prev: 0.6% | 1,188 SH | Decreased+19 SH |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $11.5M | 10.2% | 270,870 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $3.3M | 2.9%Prev: 3.3% | 99,696 SH | Decreased-7,744 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS HI | $511K | 0.5%Prev: 0.6% | 15,834 SH | Decreased-1,272 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $1.1M | 0.9%Prev: 1.0% | 31,736 SH | Decreased+239 SH |
| DIMENSIONAL ETF TRUST | EMERGING MRKTETS | $326K | 0.3%Prev: 0.4% | 5,385 SH | Decreased-425 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $1.2M | 1.1%Prev: 1.1% | 36,768 SH | Decreased-58 SH |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | $1.2M | 1.1% | 22,329 SH | New |
| DIMENSIONAL ETF TRUST | GLOBAL CR ETF | $396K | 0.3%Prev: 0.4% | 7,300 SH | Decreased-1,825 SH |
| DIMENSIONAL ETF TRUST | GLOBAL EX US COR | $201K | 0.2% | 3,825 SH | New |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $551K | 0.5%Prev: 0.5% | 20,872 SH | Decreased-2,935 SH |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $440K | 0.4%Prev: 0.7% | 10,583 SH | Decreased-11,783 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $846K | 0.7%Prev: 0.7% | 16,953 SH | Decreased+968 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $2.1M | 1.8%Prev: 1.6% | 54,668 SH | Decreased+3,558 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $6.7M | 5.9%Prev: 5.7% | 194,120 SH | Decreased-7,263 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $2.4M | 2.1%Prev: 2.3% | 76,189 SH | Decreased-13,285 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $1.6M | 1.5%Prev: 1.4% | 49,967 SH | Decreased-1,587 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $3.4M | 3.0%Prev: 2.7% | 89,488 SH | Decreased+1,180 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $1.3M | 1.2%Prev: 1.0% | 27,790 SH | Decreased+40 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $6.5M | 5.8% | 136,041 SH | New |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | $720K | 0.6% | 14,224 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $3.0M | 2.7%Prev: 2.4% | 64,334 SH | Decreased+2,317 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $19.1M | 16.9% | 483,347 SH | New |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $2.8M | 2.5% | 38,142 SH | New |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $1.7M | 1.5% | 44,917 SH | New |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $314K | 0.3% | 9,188 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $2.2M | 2.0%Prev: 1.9% | 47,954 SH | Decreased+3,584 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $4.3M | 3.8%Prev: 8.1% | 61,890 SH | Decreased-144,822 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $4.5M | 4.0% | 137,524 SH | New |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $205K | 0.2%Prev: 0.2% | 4,725 SH | Decreased+25 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $3.2M | 2.8%Prev: 2.8% | 53,777 SH | Decreased+1,713 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $4.7M | 4.1%Prev: 3.8% | 143,101 SH | Decreased+6,056 SH |
| EA SERIES TRUST | ALPHA ARCH 1-3 | $754K | 0.7%Prev: 0.6% | 6,552 SH | Decreased-250 SH |
| GLOBAL X FDS | US PFD ETF | $367K | 0.3%Prev: 0.3% | 19,410 SH | Increased+725 SH |
| ISHARES TR | NATIONAL MUN ETF | $503K | 0.4%Prev: 0.3% | 4,700 SH | Increased+1,200 SH |
| ISHARES TR | PFD AND INCM SEC | $830K | 0.7%Prev: 0.6% | 26,803 SH | Increased+2,980 SH |
| PEPSICO INC | COM | $241K | 0.2%Prev: 0.2% | 1,680 SH | Increased |
| PRINCIPAL FINANCIAL GROUP IN | COM | $307K | 0.3%Prev: 0.2% | 3,484 SH | Increased+1,042 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $255K | 0.2%Prev: 0.2% | 989 SH | Decreased |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $503K | 0.4%Prev: 0.3% | 10,000 SH | Increased+2,500 SH |
| VANGUARD WORLD FD | INF TECH ETF | $204K | 0.2%Prev: 0.2% | 270 SH | Decreased-1,893 SH |
| VANGUARD WORLD FD | MEGA CAP INDEX | $632K | 0.6%Prev: 0.5% | 2,515 SH | Decreased |
| WISDOMTREE TR | FLOATNG RAT TREA | $3.8M | 3.3%Prev: 1.7% | 75,181 SH | Increased+30,209 SH |
| 13F-HR |
| 0002109915-26-000002 |
| $118.6M |
| View |