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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 | $629K | 0.2%Prev: 0.2% | 2,009 SH | Increased+67 SH |
| ALPHABET INC | CAP STK CL C | $661K | 0.3%Prev: 0.2% | 2,106 SH | Increased+145 SH |
| AMAZON COM INC | COM | $1.2M | 0.5%Prev: 0.6% | 5,283 SH | Increased+136 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $24.1M | 9.2%Prev: 7.2% | 256,949 SH | Increased+39,204 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $31.1M | 11.9%Prev: 11.5% | 304,678 SH | Increased+69,352 SH |
| AMERICAN EXPRESS CO | COM | $239K | 0.1% | 647 SH | New |
| APPLE INC | COM | $3.5M | 1.3%Prev: 1.5% | 12,844 SH | Increased+1,317 SH |
| ASTRAZENECA PLC | SPONSORED ADR | $221K | 0.1% | 2,405 SH | New |
| BANK AMERICA CORP | COM | $309K | 0.1%Prev: 0.1% | 5,609 SH | Increased+64 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $442K | 0.2%Prev: 0.2% | 879 SH | Increased+35 SH |
| BROADCOM INC | COM | $511K | 0.2%Prev: 0.1% | 1,477 SH | Increased+273 SH |
| CARVANA CO | CL A | $1.6M | 0.6%Prev: 0.4% | 3,833 SH | Increased+380 SH |
| CATERPILLAR INC | COM | $432K | 0.2%Prev: 0.2% | 754 SH | Increased-137 SH |
| CATHAY GEN BANCORP | COM | $2.5M | 0.9%Prev: 1.3% | 50,981 SH | Decreased-2,081 SH |
| CISCO SYS INC | COM | $217K | 0.1% | 2,819 SH | New |
| COSTCO WHSL CORP NEW | COM | $287K | 0.1%Prev: 0.2% | 333 SH | Decreased+9 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $15.0M | 5.7%Prev: 4.9% | 454,063 SH | Increased+88,600 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $8.3M | 3.2%Prev: 3.3% | 166,861 SH | Increased-16,149 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $215K | 0.1% | 5,665 SH | New |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $14.3M | 5.5%Prev: 5.5% | 297,363 SH | Increased+65,767 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $8.0M | 3.0%Prev: 3.7% | 107,192 SH | Increased-7,453 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $6.8M | 2.6%Prev: 3.1% | 145,973 SH | Increased-3,351 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $4.6M | 1.8%Prev: 2.2% | 66,092 SH | Increased-1,374 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $313K | 0.1%Prev: 0.1% | 9,518 SH | Increased+82 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $1.3M | 0.5%Prev: 0.7% | 22,068 SH | Decreased-2,825 SH |
| DISNEY WALT CO | COM | $832K | 0.3%Prev: 0.4% | 7,314 SH | Increased+128 SH |
| ELI LILLY & CO | COM | $271K | 0.1% | 252 SH | New |
| GOLDMAN SACHS GROUP INC | COM | $204K | 0.1% | 232 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $228K | 0.1% | 771 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $537K | 0.2%Prev: 0.2% | 874 SH | Increased+7 SH |
| ISHARES INC | CORE MSCI EMKT | $944K | 0.4%Prev: 0.4% | 14,039 SH | Increased+520 SH |
| ISHARES TR | CORE MSCI EAFE | $629K | 0.2%Prev: 0.2% | 7,035 SH | Increased+1,531 SH |
| ISHARES TR | CORE MSCI INTL | $22.6M | 8.6%Prev: 7.2% | 273,596 SH | Increased+52,775 SH |
| ISHARES TR | CORE S&P SCP ETF | $865K | 0.3%Prev: 0.4% | 7,196 SH | Increased+240 SH |
| ISHARES TR | CORE S&P TTL STK | $46.4M | 17.7%Prev: 17.4% | 311,761 SH | Increased+45,632 SH |
| ISHARES TR | CORE S&P500 ETF | $1.0M | 0.4%Prev: 0.4% | 1,496 SH | Increased+283 SH |
| ISHARES TR | ESG AWRE 1 5 YR | $2.1M | 0.8%Prev: 1.9% | 82,365 SH | Decreased-68,244 SH |
| ISHARES TR | RUS 1000 GRW ETF | $386K | 0.1%Prev: 0.1% | 816 SH | Increased+294 SH |
| ISHARES TR | RUS 1000 VAL ETF | $339K | 0.1% | 1,613 SH | New |
| ISHARES TR | RUSSELL 2000 ETF | $541K | 0.2%Prev: 0.3% | 2,197 SH | Increased-225 SH |
| JOHNSON & JOHNSON | COM | $225K | 0.1% | 1,085 SH | New |
| JPMORGAN CHASE & CO. | COM | $437K | 0.2%Prev: 0.2% | 1,357 SH | Increased+38 SH |
| MARSH & MCLENNAN COS INC | COM | $724K | 0.3%Prev: 0.5% | 3,902 SH | Decreased-443 SH |
| MASTERCARD INCORPORATED | CL A | $245K | 0.1%Prev: 0.1% | 429 SH | Increased+24 SH |
| META PLATFORMS INC | CL A | $636K | 0.2%Prev: 0.2% | 964 SH | Increased+249 SH |
| MICROSOFT CORP | COM | $1.5M | 0.6%Prev: 0.5% | 3,073 SH | Increased+587 SH |
| MORGAN STANLEY ETF TRUST | CALVERT INTERNAT | $731K | 0.3%Prev: 0.6% | 10,247 SH | Decreased-11,413 SH |
| MORGAN STANLEY ETF TRUST | CALVERT US LARCP | $802K | 0.3%Prev: 1.2% | 9,521 SH | Decreased-21,856 SH |
| NETFLIX INC | COM | $276K | 0.1%Prev: 0.1% | 2,943 SH | Increased+2,656 SH |
| NVIDIA CORPORATION | COM | $1.8M | 0.7%Prev: 0.7% | 9,580 SH | Increased-388 SH |
| S&P GLOBAL INC | COM | $237K | 0.1%Prev: 0.1% | 454 SH | Increased-18 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $1.2M | 0.5%Prev: 0.5% | 44,749 SH | Increased+1,300 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $382K | 0.1%Prev: 0.3% | 14,423 SH | Decreased-5,588 SH |
| SPDR INDEX SHS FDS | DJ GLB RL ES ETF | $221K | 0.1%Prev: 0.1% | 4,915 SH | Increased-103 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $501K | 0.2%Prev: 0.2% | 734 SH | Increased-35 SH |
| TESLA INC | COM | $663K | 0.3%Prev: 0.2% | 1,474 SH | Increased+667 SH |
| UNITED PARCEL SERVICE INC | CL B | $841K | 0.3%Prev: 0.7% | 8,479 SH | Decreased-1,460 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $902K | 0.3%Prev: 0.5% | 11,580 SH | Increased-434 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $1.4M | 0.5%Prev: 0.8% | 17,609 SH | Decreased-1,939 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $10.0M | 3.8%Prev: 4.0% | 202,873 SH | Increased+42,005 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $352K | 0.1% | 6,996 SH | New |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $26.2M | 10.0%Prev: 9.8% | 437,699 SH | Increased+104,326 SH |
| VERIZON COMMUNICATIONS INC | COM | $277K | 0.1%Prev: 0.1% | 6,804 SH | Increased+101 SH |
| WALMART INC | COM | $249K | 0.1% | 2,235 SH | New |
| WELLS FARGO CO NEW | COM | $407K | 0.2% | 4,364 SH | New |
| WISDOMTREE TR | EMER MKT HIGH FD | $300K | 0.1%Prev: 0.1% | 6,428 SH | Increased-359 SH |
| WISDOMTREE TR | INTL EQUITY FD | $1.1M | 0.4%Prev: 0.5% | 16,107 SH | Increased-1,887 SH |
| WISDOMTREE TR | INTL QULTY DIV | $494K | 0.2%Prev: 0.2% | 11,917 SH | Increased-1,671 SH |
| WISDOMTREE TR | US LARGECAP DIVD | $2.1M | 0.8%Prev: 1.0% | 24,289 SH | Increased-2,302 SH |
| WISDOMTREE TR | US QTLY DIV GRT | $661K | 0.3%Prev: 0.4% | 7,394 SH | Decreased-2,101 SH |
| WISDOMTREE TR | US SMALLCAP DIVD | $799K | 0.3%Prev: 0.4% | 23,894 SH | Decreased-1,315 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 |