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CIK 0001961850 • 7 13F filings • May 2, 2025 – Oct 21, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $720K | 0.3% | 3,436 SH | |
| ALPHABET INC | CAP STK CL C | $636K | 0.2% | 4,071 SH | |
| AMAZON COM INC | COM | $776K | 0.3% | 4,078 SH | |
| APPLE INC | COM | $2.0M | 0.7% | 8,787 SH | |
| AT&T INC | COM | $237K | 0.1% | 8,368 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $235K | 0.1% | 442 SH | |
| CHEVRON CORP NEW | COM | $432K | 0.2% | 2,584 SH | |
| COCA COLA CO | COM | $224K | 0.1% | 3,123 SH | |
| CRANE COMPANY | COMMON STOCK | $411K | 0.2% | 2,685 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $25.8M | 9.5% | 975,029 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $43.4M | 15.9% | 1,562,523 SH | |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $5.9M | 2.2% | 125,168 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $103.7M | 38.0% | 2,698,220 SH | |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $16.4M | 6.0% | 494,225 SH | |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $17.9M | 6.6% | 435,064 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $5.3M | 1.9% | 88,363 SH | |
| DISNEY WALT CO | COM | $383K | 0.1% | 3,875 SH | |
| ELI LILLY & CO | COM | $332K | 0.1% | 402 SH | |
| EXXON MOBIL CORP | COM | $689K | 0.3% | 5,792 SH | |
| GSK PLC | SPONSORED ADR | $221K | 0.1% | 5,692 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $342K | 0.1% | 1,375 SH | |
| ISHARES INC | CORE MSCI EMKT | $315K | 0.1% | 5,845 SH | |
| ISHARES TR | 1 3 YR TREAS BD | $6.5M | 2.4% | 78,799 SH | |
| ISHARES TR | CORE INTL AGGR | $6.7M | 2.5% | 134,699 SH | |
| ISHARES TR | CORE MSCI EAFE | $1.4M | 0.5% | 18,836 SH | |
| ISHARES TR | CORE S&P MCP ETF | $856K | 0.3% | 14,665 SH | |
| ISHARES TR | CORE S&P SCP ETF | $438K | 0.2% | 4,187 SH | |
| ISHARES TR | CORE S&P500 ETF | $11.8M | 4.3% | 21,088 SH | |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $1.7M | 0.6% | 33,943 SH | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $1.7M | 0.6% | 32,667 SH | |
| JOHNSON & JOHNSON | COM | $317K | 0.1% | 1,911 SH | |
| META PLATFORMS INC | CL A | $305K | 0.1% | 529 SH | |
| MICROSOFT CORP | COM | $1.3M | 0.5% | 3,568 SH | |
| NETFLIX INC | COM | $471K | 0.2% | 505 SH | |
| NVIDIA CORPORATION | COM | $983K | 0.4% | 9,072 SH | |
| PIMCO ETF TR | INTER MUN BD ACT | $1.1M | 0.4% | 21,406 SH | |
| PIMCO ETF TR | SHTRM MUN BD ACT | $695K | 0.3% | 13,904 SH | |
| PIMCO ETF TR | ULTRA SHORT GOVT | $6.3M | 2.3% | 62,442 SH | |
| PROCTER AND GAMBLE CO | COM | $400K | 0.1% | 2,348 SH | |
| RAYMOND JAMES FINL INC | COM | $200K | 0.1% | 1,442 SH | |
| ROCKWELL AUTOMATION INC | COM | $262K | 0.1% | 1,015 SH | |
| RTX CORPORATION | COM | $278K | 0.1% | 2,101 SH | |
| TESLA INC | COM | $293K | 0.1% | 1,129 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.4M | 0.5% | 2,793 SH | |
| VERIZON COMMUNICATIONS INC | COM | $511K | 0.2% | 11,255 SH | |
| VISA INC | COM CL A | $221K | 0.1% | 630 SH |
| 13F-HR |
| 0001961850-25-000007 |
| $324.3M |
| View |
| Jul 22, 2026 | Q2 2026 | 13F-HR | 0001961850-26-000004 | $372.4M | View |
| Jul 16, 2025 | Q2 2025 | 13F-HR | 0001961850-25-000005 | $295.9M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0001961850-26-000003 | $335.4M | View |
| May 2, 2025 | Q1 2025 | 13F-HR | 0001961850-25-000004 | $272.7M | View |