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CIK 0002011352 • 6 13F filings • May 5, 2025 – Jul 20, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $684K | 0.3%Prev: 0.3% | 2,994 SH | Decreased-117 SH |
| ADVANCED MICRO DEVICES INC | COM | $264K | 0.1%Prev: 0.1% | 1,231 SH | Decreased-500 SH |
| AIR PRODS & CHEMS INC | COM | $518K | 0.2%Prev: 0.3% | 2,097 SH | Decreased-296 SH |
| ALLSTATE CORP | COM | $239K | 0.1%Prev: 0.1% | 1,150 SH | Decreased-60 SH |
| ALPHABET INC | CAP STK CL A | $552K | 0.3%Prev: 0.2% | 1,765 SH | Increased-54 SH |
| ALPHABET INC | CAP STK CL C | $297K | 0.1%Prev: 0.1% | 945 SH | Increased |
| AMAZON COM INC | COM | $602K | 0.3%Prev: 0.3% | 2,608 SH | Increased-9 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $1.5M | 0.7%Prev: 0.7% | 13,436 SH | Increased+1 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $10.6M | 5.0%Prev: 4.9% | 139,317 SH | Increased-1,556 SH |
| ANALOG DEVICES INC | COM | $515K | 0.2%Prev: 0.2% | 1,900 SH | Increased-194 SH |
| APPLE INC | COM | $3.2M | 1.5%Prev: 1.5% | 11,854 SH | Increased-150 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $796K | 0.4%Prev: 0.4% | 1,583 SH | Decreased |
| BEST BUY INC | COM | $311K | 0.1%Prev: 0.2% | 4,648 SH | Decreased-321 SH |
| BOEING CO | COM | $281K | 0.1%Prev: 0.2% | 1,294 SH | Decreased-301 SH |
| BROADCOM INC | COM | $1.6M | 0.8%Prev: 0.8% | 4,670 SH | Increased-73 SH |
| BROWN & BROWN INC | COM | $634K | 0.3%Prev: 0.4% | 7,961 SH | Decreased-312 SH |
| CHUBB LIMITED | COM | $866K | 0.4%Prev: 0.4% | 2,776 SH | Increased-92 SH |
| CME GROUP INC | COM | $824K | 0.4%Prev: 0.4% | 3,019 SH | Decreased-133 SH |
| COCA COLA CO | COM | $294K | 0.1%Prev: 0.1% | 4,200 SH | Increased+61 SH |
| CUMMINS INC | COM | $560K | 0.3%Prev: 0.2% | 1,097 SH | Increased-56 SH |
| DARDEN RESTAURANTS INC | COM | $641K | 0.3%Prev: 0.3% | 3,481 SH | Decreased-180 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $2.5M | 1.2%Prev: 1.2% | 74,910 SH | Increased-1,984 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $12.7M | 6.0%Prev: 6.1% | 389,112 SH | Increased-8,400 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $27.7M | 13.1%Prev: 13.0% | 727,037 SH | Increased-11,965 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $10.9M | 5.2%Prev: 5.0% | 286,798 SH | Increased-5,203 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $26.3M | 12.5%Prev: 12.2% | 549,152 SH | Increased+26,089 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | $25.4M | 12.0%Prev: 11.8% | 344,730 SH | Increased+5,393 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $1.2M | 0.6%Prev: 0.7% | 36,130 SH | Decreased-6,211 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $17.3M | 8.2%Prev: 8.2% | 290,400 SH | Increased-43 SH |
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | $12.0M | 5.7%Prev: 5.6% | 162,126 SH | Increased+834 SH |
| DISNEY WALT CO | COM | $614K | 0.3%Prev: 0.3% | 5,395 SH | Decreased-64 SH |
| EATON CORP PLC | SHS | $966K | 0.5%Prev: 0.6% | 3,034 SH | Decreased-146 SH |
| ELI LILLY & CO | COM | $229K | 0.1% | 213 SH | New |
| GE VERNOVA INC | COM | $298K | 0.1%Prev: 0.1% | 456 SH | Increased-5 SH |
| GRANITESHARES ETF TR | YIELDBOOST TSLA | $96K | 0.0% | 17,353 SH | New |
| HOME DEPOT INC | COM | $907K | 0.4%Prev: 0.5% | 2,635 SH | Decreased-83 SH |
| ISHARES INC | CORE MSCI EMKT | $1.1M | 0.5%Prev: 0.5% | 16,911 SH | Increased |
| JOHNSON & JOHNSON | COM | $929K | 0.4%Prev: 0.4% | 4,491 SH | Increased-186 SH |
| JOHNSON CTLS INTL PLC | SHS | $941K | 0.4%Prev: 0.4% | 7,861 SH | Increased-516 SH |
| JPMORGAN CHASE & CO. | COM | $2.0M | 0.9%Prev: 1.0% | 6,202 SH | Decreased-253 SH |
| LOCKHEED MARTIN CORP | COM | $243K | 0.1% | 502 SH | New |
| MARATHON PETE CORP | COM | $975K | 0.5%Prev: 0.6% | 5,996 SH | Decreased-159 SH |
| MEDTRONIC PLC | SHS | $677K | 0.3%Prev: 0.3% | 7,046 SH | Decreased-340 SH |
| META PLATFORMS INC | CL A | $552K | 0.3%Prev: 0.3% | 837 SH | Decreased-5 SH |
| MICROSOFT CORP | COM | $2.0M | 1.0%Prev: 1.1% | 4,224 SH | Decreased-76 SH |
| MOTOROLA SOLUTIONS INC | COM NEW | $862K | 0.4%Prev: 0.5% | 2,250 SH | Decreased-76 SH |
| NEXTERA ENERGY INC | COM | $643K | 0.3%Prev: 0.3% | 8,003 SH | Increased-390 SH |
| NUVEEN FLOATING RATE INCOME | COM | $136K | 0.1% | 17,321 SH | New |
| NVIDIA CORPORATION | COM | $561K | 0.3%Prev: 0.2% | 3,007 SH | Increased+501 SH |
| ORACLE CORP | COM | $246K | 0.1% | 1,260 SH | New |
| PALANTIR TECHNOLOGIES INC | CL A | $218K | 0.1% | 1,225 SH | New |
| PEPSICO INC | COM | $269K | 0.1%Prev: 0.1% | 1,873 SH | Increased |
| QUANTA SVCS INC | COM | $306K | 0.1%Prev: 0.1% | 726 SH | Increased |
| REALTY INCOME CORP | COM | $560K | 0.3%Prev: 0.3% | 9,927 SH | Decreased-457 SH |
| ROYCE SMALL CAP TRUST INC | COM | $253K | 0.1%Prev: 0.1% | 15,695 SH | Decreased |
| SEACOAST BKG CORP FLA | COM NEW | $208K | 0.1%Prev: 0.1% | 6,628 SH | Increased |
| SHOPIFY INC | CL A SUB VTG SHS | $234K | 0.1%Prev: 0.1% | 1,452 SH | Increased |
| SOUTHSTATE BK CORP | COM | $214K | 0.1%Prev: 0.1% | 2,274 SH | Decreased-369 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $250K | 0.1%Prev: 0.1% | 366 SH | Increased |
| TESLA INC | COM | $477K | 0.2%Prev: 0.2% | 1,060 SH | Increased |
| TIDAL TRUST II | YIELDMAX ULTRA O | $233K | 0.1%Prev: 0.1% | 6,236 SH | Increased-30,740 SH |
| TJX COS INC NEW | COM | $243K | 0.1%Prev: 0.1% | 1,585 SH | Increased |
| TRANE TECHNOLOGIES PLC | SHS | $281K | 0.1%Prev: 0.1% | 721 SH | Decreased-11 SH |
| UNION PAC CORP | COM | $591K | 0.3%Prev: 0.3% | 2,555 SH | Decreased-120 SH |
| UNITEDHEALTH GROUP INC | COM | $451K | 0.2%Prev: 0.2% | 1,367 SH | Decreased+7 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $19.0M | 9.0%Prev: 8.8% | 244,006 SH | Increased+10,439 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $7.1M | 3.4%Prev: 3.6% | 21,166 SH | Decreased-1,276 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $542K | 0.3%Prev: 0.3% | 7,188 SH | Decreased-258 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $445K | 0.2%Prev: 0.2% | 7,119 SH | Increased-100 SH |
| VERIZON COMMUNICATIONS INC | COM | $627K | 0.3%Prev: 0.3% | 15,405 SH | Decreased-726 SH |
| VISA INC | COM CL A | $331K | 0.2%Prev: 0.2% | 944 SH | Increased |
| WALMART INC | COM | $1.2M | 0.6%Prev: 0.6% | 10,635 SH | Increased-487 SH |
| WELLS FARGO CO NEW | COM | $220K | 0.1% | 2,363 SH | New |
| 13F-HR |
| 0001420506-26-001257 |
| $250.6M |
| View |
| Aug 11, 2025 | Q2 2025 | 13F-HR | 0001420506-25-001811 | $192.6M | View |
| Apr 27, 2026 | Q1 2026 | 13F-HR | 0001420506-26-000745 | $224.1M | View |
| May 5, 2025 | Q1 2025 | 13F-HR | 0001420506-25-000869 | $175.9M | View |