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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 | $645K | 0.2%Prev: 0.2% | 3,476 SH | Decreased+218 SH |
| ALPHABET INC | CAP STK CL A | $229K | 0.1%Prev: 0.1% | 1,300 SH | Decreased+74 SH |
| ALPHABET INC | CAP STK CL C | $732K | 0.2%Prev: 0.4% | 4,127 SH | Decreased+24 SH |
| AMAZON COM INC | COM | $860K | 0.3%Prev: 0.2% | 3,921 SH | Increased+23 SH |
| APPLE INC | COM | $1.8M | 0.6%Prev: 0.6% | 8,532 SH | Decreased+38 SH |
| AT&T INC | COM | $226K | 0.1% | 7,812 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $205K | 0.1%Prev: 0.1% | 422 SH | Increased+1 SH |
| BROADCOM INC | COM | $200K | 0.1% | 727 SH | New |
| CHEVRON CORP NEW | COM | $364K | 0.1% | 2,543 SH | New |
| CRANE COMPANY | COMMON STOCK | $510K | 0.2%Prev: 0.1% | 2,684 SH | Increased-21 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $28.9M | 9.8%Prev: 10.3% | 972,671 SH | Decreased-26,839 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $47.8M | 16.1%Prev: 16.6% | 1,536,792 SH | Decreased-33,861 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $5.7M | 1.9%Prev: 1.8% | 118,755 SH | Decreased-9,268 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $114.8M | 38.8%Prev: 38.6% | 2,709,582 SH | Decreased-161,359 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $17.8M | 6.0%Prev: 6.2% | 500,876 SH | Decreased-63,890 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $18.5M | 6.3%Prev: 6.8% | 438,020 SH | Decreased-31,290 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $5.8M | 2.0%Prev: 2.1% | 90,651 SH | Decreased-8,977 SH |
| DISNEY WALT CO | COM | $478K | 0.2%Prev: 0.1% | 3,855 SH | Increased+194 SH |
| ELI LILLY & CO | COM | $304K | 0.1%Prev: 0.1% | 390 SH | Decreased-8 SH |
| EXXON MOBIL CORP | COM | $661K | 0.2%Prev: 0.3% | 6,128 SH | Decreased+913 SH |
| GSK PLC | SPONSORED ADR | $301K | 0.1%Prev: 0.1% | 7,834 SH | Decreased+2,142 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $408K | 0.1%Prev: 0.1% | 1,385 SH | Increased+32 SH |
| ISHARES INC | CORE MSCI EMKT | $352K | 0.1%Prev: 0.1% | 5,864 SH | Increased+1,586 SH |
| ISHARES TR | 1 3 YR TREAS BD | $6.2M | 2.1%Prev: 2.0% | 74,732 SH | Decreased-5,207 SH |
| ISHARES TR | CORE INTL AGGR | $6.5M | 2.2%Prev: 1.8% | 127,662 SH | Increased+4,258 SH |
| ISHARES TR | CORE MSCI EAFE | $1.6M | 0.5%Prev: 0.5% | 18,867 SH | Decreased+1,332 SH |
| ISHARES TR | CORE S&P MCP ETF | $927K | 0.3%Prev: 0.3% | 14,953 SH | Decreased+100 SH |
| ISHARES TR | CORE S&P SCP ETF | $465K | 0.2%Prev: 0.2% | 4,255 SH | Decreased+87 SH |
| ISHARES TR | CORE S&P500 ETF | $12.8M | 4.3%Prev: 4.1% | 20,654 SH | Decreased-511 SH |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $1.6M | 0.5%Prev: 0.4% | 31,373 SH | Increased+1,458 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $1.5M | 0.5%Prev: 0.5% | 29,177 SH | Decreased-5,396 SH |
| JOHNSON & JOHNSON | COM | $287K | 0.1%Prev: 0.1% | 1,880 SH | Increased+850 SH |
| KRATOS DEFENSE & SEC SOLUTIO | COM NEW | $209K | 0.1%Prev: 0.1% | 4,507 SH | Decreased |
| META PLATFORMS INC | CL A | $402K | 0.1%Prev: 0.1% | 544 SH | Increased+61 SH |
| MICROSOFT CORP | COM | $1.8M | 0.6%Prev: 0.4% | 3,594 SH | Increased+97 SH |
| NETFLIX INC | COM | $679K | 0.2% | 507 SH | New |
| NVIDIA CORPORATION | COM | $1.4M | 0.5%Prev: 0.4% | 9,157 SH | Decreased+743 SH |
| ORACLE CORP | COM | $302K | 0.1% | 1,382 SH | New |
| PIMCO ETF TR | INTER MUN BD ACT | $1.0M | 0.3%Prev: 0.3% | 19,712 SH | Increased+811 SH |
| PIMCO ETF TR | SHTRM MUN BD ACT | $627K | 0.2%Prev: 0.2% | 12,500 SH | Decreased-2,213 SH |
| PIMCO ETF TR | ULTRA SHORT GOVT | $6.0M | 2.0%Prev: 1.9% | 59,229 SH | Decreased-4,364 SH |
| PROCTER AND GAMBLE CO | COM | $375K | 0.1% | 2,354 SH | New |
| RAYMOND JAMES FINL INC | COM | $222K | 0.1%Prev: 0.1% | 1,447 SH | Increased+2 SH |
| ROCKWELL AUTOMATION INC | COM | $337K | 0.1%Prev: 0.1% | 1,014 SH | Decreased-2 SH |
| RTX CORPORATION | COM | $306K | 0.1%Prev: 0.1% | 2,097 SH | Decreased+206 SH |
| TESLA INC | COM | $360K | 0.1%Prev: 0.1% | 1,133 SH | Decreased+152 SH |
| TRANE TECHNOLOGIES PLC | SHS | $253K | 0.1% | 579 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.6M | 0.5%Prev: 0.4% | 2,794 SH | Increased+402 SH |
| VERIZON COMMUNICATIONS INC | COM | $485K | 0.2%Prev: 0.2% | 11,210 SH | Decreased+458 SH |
| VISA INC | COM CL A | $223K | 0.1% | 627 SH | New |
| 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 |