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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 | $313K | 0.2% | 2,024 SH | |
| ALPHABET INC | CAP STK CL C | $311K | 0.2% | 1,988 SH | |
| AMAZON COM INC | COM | $1.0M | 0.5% | 5,330 SH | |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $16.6M | 8.2% | 237,339 SH | |
| AMERICAN CENTY ETF TR | US SML CP VALU | $22.1M | 10.9% | 253,207 SH | |
| APPLE INC | COM | $2.7M | 1.3% | 12,051 SH | |
| BANK AMERICA CORP | COM | $235K | 0.1% | 5,622 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $469K | 0.2% | 880 SH | |
| BROADCOM INC | COM | $215K | 0.1% | 1,282 SH | |
| CARVANA CO | CL A | $664K | 0.3% | 3,176 SH | |
| CATERPILLAR INC | COM | $243K | 0.1% | 737 SH | |
| CATHAY GEN BANCORP | COM | $2.3M | 1.1% | 52,495 SH | |
| COSTCO WHSL CORP NEW | COM | $313K | 0.2% | 330 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $10.5M | 5.2% | 395,115 SH | |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $7.1M | 3.5% | 180,921 SH | |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $11.9M | 5.9% | 250,243 SH | |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $6.8M | 3.4% | 112,644 SH | |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $6.1M | 3.0% | 148,084 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $4.0M | 2.0% | 67,322 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $266K | 0.1% | 9,436 SH | |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $1.2M | 0.6% | 23,531 SH | |
| DISNEY WALT CO | COM | $714K | 0.4% | 7,233 SH | |
| ELI LILLY & CO | COM | $205K | 0.1% | 248 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $369K | 0.2% | 787 SH | |
| ISHARES INC | CORE MSCI EMKT | $722K | 0.4% | 13,372 SH | |
| ISHARES TR | CORE MSCI EAFE | $416K | 0.2% | 5,504 SH | |
| ISHARES TR | CORE MSCI INTL | $16.5M | 8.1% | 239,897 SH | |
| ISHARES TR | CORE S&P SCP ETF | $727K | 0.4% | 6,956 SH | |
| ISHARES TR | CORE S&P TTL STK | $34.0M | 16.8% | 279,009 SH | |
| ISHARES TR | CORE S&P500 ETF | $680K | 0.3% | 1,210 SH | |
| ISHARES TR | ESG AWRE 1 5 YR | $3.3M | 1.6% | 133,310 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $450K | 0.2% | 2,253 SH | |
| JPMORGAN CHASE & CO. | COM | $331K | 0.2% | 1,351 SH | |
| MARSH & MCLENNAN COS INC | COM | $970K | 0.5% | 3,974 SH | |
| MASTERCARD INCORPORATED | CL A | $231K | 0.1% | 421 SH | |
| META PLATFORMS INC | CL A | $425K | 0.2% | 738 SH | |
| MICROSOFT CORP | COM | $1.1M | 0.5% | 2,914 SH | |
| MORGAN STANLEY ETF TRUST | CALVERT INTERNAT | $1.0M | 0.5% | 18,114 SH | |
| MORGAN STANLEY ETF TRUST | CALVERT US LARCP | $1.7M | 0.8% | 24,661 SH | |
| NETFLIX INC | COM | $283K | 0.1% | 304 SH | |
| NVIDIA CORPORATION | COM | $1.1M | 0.5% | 9,719 SH | |
| PROCTER AND GAMBLE CO | COM | $226K | 0.1% | 1,324 SH | |
| S&P GLOBAL INC | COM | $241K | 0.1% | 475 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $959K | 0.5% | 43,449 SH | |
| SCHWAB STRATEGIC TR | US TIPS ETF | $434K | 0.2% | 16,132 SH | |
| SPDR INDEX SHS FDS | DJ GLB RL ES ETF | $225K | 0.1% | 5,151 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $419K | 0.2% | 748 SH | |
| SPOTIFY TECHNOLOGY S A | SHS | $205K | 0.1% | 373 SH | |
| TESLA INC | COM | $246K | 0.1% | 951 SH | |
| UNITED PARCEL SERVICE INC | CL B | $1.0M | 0.5% | 9,409 SH | |
| VANGUARD BD INDEX FDS | INTERMED TERM | $945K | 0.5% | 12,338 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $1.5M | 0.7% | 18,735 SH | |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $8.7M | 4.3% | 173,828 SH | |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $21.6M | 10.7% | 364,268 SH | |
| VERIZON COMMUNICATIONS INC | COM | $305K | 0.2% | 6,728 SH | |
| WISDOMTREE TR | EMER MKT HIGH FD | $290K | 0.1% | 6,888 SH | |
| WISDOMTREE TR | INTL EQUITY FD | $1.1M | 0.5% | 18,170 SH | |
| WISDOMTREE TR | INTL QULTY DIV | $443K | 0.2% | 12,420 SH | |
| WISDOMTREE TR | US LARGECAP DIVD | $2.1M | 1.0% | 26,012 SH | |
| WISDOMTREE TR | US QTLY DIV GRT | $646K | 0.3% | 8,088 SH | |
| WISDOMTREE TR | US SMALLCAP DIVD | $784K | 0.4% | 24,515 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 |