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CIK 0002070929 • 8 13F filings • Jun 11, 2025 – Oct 19, 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 | CAP STK CL A | $368K | 0.2%Prev: 0.2% | 1,942 SH | Decreased-62 SH |
| ALPHABET INC | CAP STK CL C | $373K | 0.2%Prev: 0.2% | 1,961 SH | Decreased-147 SH |
| AMAZON COM INC | COM | $1.1M | 0.6%Prev: 0.5% | 5,147 SH | Decreased-160 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $14.2M | 7.2%Prev: 9.1% | 217,745 SH | Decreased-35,186 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $22.7M | 11.5%Prev: 11.5% | 235,326 SH | Decreased-52,329 SH |
| APPLE INC | COM | $2.9M | 1.5%Prev: 1.3% | 11,527 SH | Decreased-1,203 SH |
| BANK AMERICA CORP | COM | $244K | 0.1%Prev: 0.1% | 5,545 SH | Decreased-83 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $383K | 0.2%Prev: 0.2% | 844 SH | Decreased-39 SH |
| BROADCOM INC | COM | $279K | 0.1%Prev: 0.2% | 1,204 SH | Decreased-227 SH |
| CARVANA CO | CL A | $702K | 0.4%Prev: 0.6% | 3,453 SH | Decreased-287 SH |
| CATERPILLAR INC | COM | $323K | 0.2%Prev: 0.1% | 891 SH | Decreased+139 SH |
| CATHAY GEN BANCORP | COM | $2.5M | 1.3%Prev: 1.0% | 53,062 SH | Increased+2,081 SH |
| COSTCO WHSL CORP NEW | COM | $298K | 0.2%Prev: 0.1% | 324 SH | Decreased-14 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $9.6M | 4.9%Prev: 5.7% | 365,463 SH | Decreased-71,540 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $6.5M | 3.3%Prev: 3.1% | 183,010 SH | Decreased+13,976 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $10.9M | 5.5%Prev: 5.4% | 231,596 SH | Decreased-46,730 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $7.3M | 3.7%Prev: 3.2% | 114,645 SH | Decreased+6,002 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $6.1M | 3.1%Prev: 2.6% | 149,324 SH | Decreased+3,040 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $4.4M | 2.2%Prev: 1.8% | 67,466 SH | Decreased+1,467 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $290K | 0.1%Prev: 0.1% | 9,436 SH | Decreased-490 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $1.4M | 0.7%Prev: 0.5% | 24,893 SH | Increased+3,302 SH |
| DISNEY WALT CO | COM | $800K | 0.4%Prev: 0.3% | 7,186 SH | Decreased-174 SH |
| INVESCO QQQ TR | UNIT SER 1 | $443K | 0.2%Prev: 0.2% | 867 SH | Decreased-7 SH |
| ISHARES INC | CORE MSCI EMKT | $706K | 0.4%Prev: 0.4% | 13,519 SH | Decreased+114 SH |
| ISHARES TR | CORE MSCI EAFE | $387K | 0.2%Prev: 0.2% | 5,504 SH | Decreased-1,531 SH |
| ISHARES TR | CORE MSCI INTL | $14.2M | 7.2%Prev: 8.5% | 220,821 SH | Decreased-41,573 SH |
| ISHARES TR | CORE S&P SCP ETF | $801K | 0.4%Prev: 0.3% | 6,956 SH | Decreased-240 SH |
| ISHARES TR | CORE S&P TTL STK | $34.2M | 17.4%Prev: 17.7% | 266,129 SH | Decreased-35,235 SH |
| ISHARES TR | CORE S&P500 ETF | $714K | 0.4%Prev: 0.4% | 1,213 SH | Decreased-283 SH |
| ISHARES TR | ESG AWRE 1 5 YR | $3.7M | 1.9%Prev: 1.0% | 150,609 SH | Increased+47,922 SH |
| ISHARES TR | RUS 1000 GRW ETF | $210K | 0.1%Prev: 0.2% | 522 SH | Decreased-294 SH |
| ISHARES TR | RUSSELL 2000 ETF | $535K | 0.3%Prev: 0.2% | 2,422 SH | Increased+224 SH |
| JPMORGAN CHASE & CO. | COM | $316K | 0.2%Prev: 0.2% | 1,319 SH | Decreased-56 SH |
| MARSH & MCLENNAN COS INC | COM | $923K | 0.5%Prev: 0.3% | 4,345 SH | Increased+414 SH |
| MASTERCARD INCORPORATED | CL A | $213K | 0.1%Prev: 0.1% | 405 SH | Decreased-28 SH |
| META PLATFORMS INC | CL A | $419K | 0.2%Prev: 0.2% | 715 SH | Decreased-82 SH |
| MICROSOFT CORP | COM | $1.0M | 0.5%Prev: 0.6% | 2,486 SH | Decreased-590 SH |
| MORGAN STANLEY ETF TRUST | CALVERT INTERNAT | $1.2M | 0.6%Prev: 0.4% | 21,660 SH | Increased+7,773 SH |
| MORGAN STANLEY ETF TRUST | CALVERT US LARCP | $2.3M | 1.2%Prev: 0.6% | 31,377 SH | Increased+14,521 SH |
| NETFLIX INC | COM | $256K | 0.1%Prev: 0.1% | 287 SH | Decreased-13 SH |
| NVIDIA CORPORATION | COM | $1.3M | 0.7%Prev: 0.7% | 9,968 SH | Decreased+129 SH |
| PROCTER AND GAMBLE CO | COM | $211K | 0.1%Prev: 0.1% | 1,259 SH | Increased-82 SH |
| S&P GLOBAL INC | COM | $235K | 0.1%Prev: 0.1% | 472 SH | Increased+19 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $1.0M | 0.5%Prev: 0.5% | 43,449 SH | Decreased-1,300 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $517K | 0.3%Prev: 0.2% | 20,011 SH | Increased+5,713 SH |
| SPDR INDEX SHS FDS | DJ GLB RL ES ETF | $215K | 0.1%Prev: 0.1% | 5,018 SH | Decreased-192 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $451K | 0.2%Prev: 0.2% | 769 SH | Decreased+32 SH |
| TESLA INC | COM | $326K | 0.2%Prev: 0.3% | 807 SH | Decreased-661 SH |
| UNITED PARCEL SERVICE INC | CL B | $1.3M | 0.7%Prev: 0.3% | 9,939 SH | Increased+1,516 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $898K | 0.5%Prev: 0.4% | 12,014 SH | Decreased-710 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $1.5M | 0.8%Prev: 0.6% | 19,548 SH | Increased+1,410 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $7.8M | 4.0%Prev: 3.9% | 160,868 SH | Decreased-30,411 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $19.3M | 9.8%Prev: 9.9% | 333,373 SH | Decreased-73,542 SH |
| VERIZON COMMUNICATIONS INC | COM | $268K | 0.1%Prev: 0.1% | 6,703 SH | Decreased-125 SH |
| WISDOMTREE TR | EMER MKT HIGH FD | $275K | 0.1%Prev: 0.1% | 6,787 SH | Decreased-79 SH |
| WISDOMTREE TR | INTL EQUITY FD | $948K | 0.5%Prev: 0.5% | 17,994 SH | Decreased+671 SH |
| WISDOMTREE TR | INTL QULTY DIV | $465K | 0.2%Prev: 0.2% | 13,588 SH | Decreased+1,519 SH |
| WISDOMTREE TR | US LARGECAP DIVD | $2.1M | 1.0%Prev: 0.9% | 26,591 SH | Decreased+1,244 SH |
| WISDOMTREE TR | US QTLY DIV GRT | $768K | 0.4%Prev: 0.3% | 9,495 SH | Increased+1,939 SH |
| WISDOMTREE TR | US SMALLCAP DIVD | $866K | 0.4%Prev: 0.3% | 25,209 SH | Increased+341 SH |
| 13F-HR |
| 0001172661-25-002440 |
| $197.1M |
| View |
| Nov 5, 2025 | Q3 2025 | 13F-HR | 0001172661-25-004585 | $247.9M | View |
| Jul 21, 2026 | Q2 2026 | 13F-HR | 0001172661-26-002722 | $299.2M | View |
| Jul 29, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002771 | $226.5M | View |
| May 11, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001652 | $265.6M | View |
| Jun 11, 2025 | Q1 2025 | 13F-HR | 0001172661-25-002441 | $202.8M | View |