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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 | $709K | 0.2%Prev: 0.3% | 3,258 SH | Decreased-178 SH |
| ALPHABET INC | CAP STK CL A | $353K | 0.1% | 1,226 SH | New |
| ALPHABET INC | CAP STK CL C | $1.2M | 0.4%Prev: 0.2% | 4,103 SH | Increased+32 SH |
| AMAZON COM INC | COM | $812K | 0.2%Prev: 0.3% | 3,898 SH | Increased-180 SH |
| APPLE INC | COM | $2.2M | 0.6%Prev: 0.7% | 8,494 SH | Increased-293 SH |
| BANK NEW YORK MELLON CORP | COM | $239K | 0.1% | 2,015 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $202K | 0.1%Prev: 0.1% | 421 SH | Decreased-21 SH |
| BOEING CO | COM | $209K | 0.1% | 1,051 SH | New |
| CHEVRON CORPORATION | COM | $541K | 0.2% | 2,614 SH | New |
| CRANE COMPANY | COMMON STOCK | $463K | 0.1%Prev: 0.2% | 2,705 SH | Increased+20 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $34.5M | 10.3%Prev: 9.5% | 999,510 SH | Increased+24,481 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $55.8M | 16.6%Prev: 15.9% | 1,570,653 SH | Increased+8,130 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $6.1M | 1.8%Prev: 2.2% | 128,023 SH | Increased+2,855 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $129.5M | 38.6%Prev: 38.0% | 2,870,941 SH | Increased+172,721 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $20.8M | 6.2%Prev: 6.0% | 564,766 SH | Increased+70,541 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $22.7M | 6.8%Prev: 6.6% | 469,310 SH | Increased+34,246 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $7.1M | 2.1%Prev: 1.9% | 99,628 SH | Increased+11,265 SH |
| DISNEY WALT CO | COM | $353K | 0.1%Prev: 0.1% | 3,661 SH | Decreased-214 SH |
| ELI LILLY & CO | COM | $366K | 0.1%Prev: 0.1% | 398 SH | Increased-4 SH |
| EXXON MOBIL CORP | COM | $885K | 0.3%Prev: 0.3% | 5,215 SH | Increased-577 SH |
| GSK PLC | SPONSORED ADR | $314K | 0.1%Prev: 0.1% | 5,692 SH | Increased |
| INTERNATIONAL BUSINESS MACHS | COM | $328K | 0.1%Prev: 0.1% | 1,353 SH | Decreased-22 SH |
| ISHARES GOLD TR | ISHARES NEW | $225K | 0.1% | 2,547 SH | New |
| ISHARES INC | CORE MSCI EMKT | $298K | 0.1%Prev: 0.1% | 4,278 SH | Decreased-1,567 SH |
| ISHARES TR | 1 3 YR TREAS BD | $6.6M | 2.0%Prev: 2.4% | 79,939 SH | Increased+1,140 SH |
| ISHARES TR | CORE INTL AGGR | $6.2M | 1.8%Prev: 2.5% | 123,404 SH | Decreased-11,295 SH |
| ISHARES TR | CORE MSCI EAFE | $1.6M | 0.5%Prev: 0.5% | 17,535 SH | Increased-1,301 SH |
| ISHARES TR | CORE S&P MCP ETF | $1.0M | 0.3%Prev: 0.3% | 14,853 SH | Increased+188 SH |
| ISHARES TR | CORE S&P SCP ETF | $518K | 0.2%Prev: 0.2% | 4,168 SH | Increased-19 SH |
| ISHARES TR | CORE S&P500 ETF | $13.8M | 4.1%Prev: 4.3% | 21,165 SH | Increased+77 SH |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $1.5M | 0.4%Prev: 0.6% | 29,915 SH | Decreased-4,028 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $1.8M | 0.5%Prev: 0.6% | 34,573 SH | Increased+1,906 SH |
| JOHNSON & JOHNSON | COM | $252K | 0.1%Prev: 0.1% | 1,030 SH | Decreased-881 SH |
| KRATOS DEFENSE & SEC SOLUTIO | COM NEW | $318K | 0.1% | 4,507 SH | New |
| META PLATFORMS INC | CL A | $276K | 0.1%Prev: 0.1% | 483 SH | Decreased-46 SH |
| MICROSOFT CORP | COM | $1.3M | 0.4%Prev: 0.5% | 3,497 SH | Decreased-71 SH |
| NETFLIX INC. | COM | $435K | 0.1% | 4,521 SH | New |
| NVIDIA CORPORATION | COM | $1.5M | 0.4%Prev: 0.4% | 8,414 SH | Increased-658 SH |
| PIMCO ETF TR | INTER MUN BD ACT | $986K | 0.3%Prev: 0.4% | 18,901 SH | Decreased-2,505 SH |
| PIMCO ETF TR | SHTRM MUN BD ACT | $742K | 0.2%Prev: 0.3% | 14,713 SH | Increased+809 SH |
| PIMCO ETF TR | ULTRA SHORT GOVT | $6.4M | 1.9%Prev: 2.3% | 63,593 SH | Increased+1,151 SH |
| PROCTER & GAMBLE CO | COM | $331K | 0.1% | 2,289 SH | New |
| RAYMOND JAMES FINL INC | COM | $209K | 0.1%Prev: 0.1% | 1,445 SH | Increased+3 SH |
| ROCKWELL AUTOMATION INC | COM | $365K | 0.1%Prev: 0.1% | 1,016 SH | Increased+1 SH |
| RTX CORPORATION | COM | $365K | 0.1%Prev: 0.1% | 1,891 SH | Increased-210 SH |
| TESLA INC | COM | $365K | 0.1%Prev: 0.1% | 981 SH | Increased-148 SH |
| TOTALENERGIES SE | ACT | $220K | 0.1% | 2,414 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.4M | 0.4%Prev: 0.5% | 2,392 SH | Decreased-401 SH |
| VERIZON COMMUNICATIONS INC | COM | $540K | 0.2%Prev: 0.2% | 10,752 SH | Increased-503 SH |
| WALMART INC | COM | $204K | 0.1% | 1,644 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 |