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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 | $860K | 0.2%Prev: 0.2% | 3,417 SH | Increased-59 SH |
| ADVANCED MICRO DEVICES INC | COM | $296K | 0.1% | 510 SH | New |
| ALPHABET INC | CAP STK CL A | $421K | 0.1%Prev: 0.1% | 1,178 SH | Increased-122 SH |
| ALPHABET INC | CAP STK CL C | $1.4M | 0.4%Prev: 0.2% | 4,014 SH | Increased-113 SH |
| AMAZON COM INC | COM | $901K | 0.2%Prev: 0.3% | 3,782 SH | Increased-139 SH |
| AMERICAN CENTY ETF TR | AVAN U S QUA ETF | $15.3M | 4.1% | 231,427 SH | New |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $449K | 0.1% | 4,657 SH | New |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $702K | 0.2% | 7,867 SH | New |
| AMERICAN CENTY ETF TR | US EQT ETF | $519K | 0.1% | 4,049 SH | New |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $18.3M | 4.9% | 201,011 SH | New |
| AMERICAN CENTY ETF TR | US SML CP VALU | $7.0M | 1.9% | 56,122 SH | New |
| APPLE INC | COM | $2.5M | 0.7%Prev: 0.6% | 8,569 SH | Increased+37 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $229K | 0.1%Prev: 0.1% | 458 SH | Increased+36 SH |
| BOEING CO | COM | $202K | 0.1% | 932 SH | New |
| CHEVRON CORPORATION | COM | $390K | 0.1% | 2,352 SH | New |
| CRANE COMPANY | COMMON STOCK | $604K | 0.2%Prev: 0.2% | 2,707 SH | Increased+23 SH |
| CSX CORP | COM | $214K | 0.1% | 4,508 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $38.8M | 10.4%Prev: 9.8% | 954,934 SH | Increased-17,737 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $57.3M | 15.4%Prev: 16.1% | 1,536,506 SH | Increased-286 SH |
| DIMENSIONAL ETF TRUST | SHOR DUR FIX ETF | $6.3M | 1.7% | 131,485 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $148.1M | 39.8%Prev: 38.8% | 2,864,477 SH | Increased+154,895 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROF ETF | $6.8M | 1.8% | 162,967 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $7.4M | 2.0%Prev: 6.3% | 134,098 SH | Decreased-303,922 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $2.3M | 0.6%Prev: 2.0% | 28,126 SH | Decreased-62,525 SH |
| DISNEY WALT CO | COM | $339K | 0.1%Prev: 0.2% | 3,521 SH | Decreased-334 SH |
| ELI LILLY & CO | COM | $463K | 0.1%Prev: 0.1% | 386 SH | Increased-4 SH |
| EXXON MOBIL CORP | COM | $665K | 0.2%Prev: 0.2% | 4,865 SH | Increased-1,263 SH |
| FIFTH THIRD BANCORP | COM | $538K | 0.1% | 9,542 SH | New |
| GSK PLC | SPONSORED ADR | $298K | 0.1%Prev: 0.1% | 5,692 SH | Decreased-2,142 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $387K | 0.1%Prev: 0.1% | 1,376 SH | Decreased-9 SH |
| ISHARES INC | CORE MSCI EMKT | $295K | 0.1%Prev: 0.1% | 3,556 SH | Decreased-2,308 SH |
| ISHARES TR | 1 3 YR TREAS BD | $6.8M | 1.8%Prev: 2.1% | 82,245 SH | Increased+7,513 SH |
| ISHARES TR | CORE INTL AGGR | $6.4M | 1.7%Prev: 2.2% | 126,182 SH | Decreased-1,480 SH |
| ISHARES TR | CORE MSCI EAFE | $1.7M | 0.5%Prev: 0.5% | 17,366 SH | Increased-1,501 SH |
| ISHARES TR | CORE S&P MCP ETF | $1.1M | 0.3%Prev: 0.3% | 14,463 SH | Increased-490 SH |
| ISHARES TR | CORE S&P SCP ETF | $600K | 0.2%Prev: 0.2% | 4,045 SH | Increased-210 SH |
| ISHARES TR | CORE S&P500 ETF | $15.9M | 4.3%Prev: 4.3% | 21,248 SH | Increased+594 SH |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $1.5M | 0.4%Prev: 0.5% | 30,353 SH | Decreased-1,020 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $1.8M | 0.5%Prev: 0.5% | 35,030 SH | Increased+5,853 SH |
| JOHNSON & JOHNSON | COM | $253K | 0.1%Prev: 0.1% | 998 SH | Decreased-882 SH |
| KRATOS DEFENSE & SEC SOLUTIO | COM NEW | $225K | 0.1%Prev: 0.1% | 4,514 SH | Increased+7 SH |
| META PLATFORMS INC | CL A | $236K | 0.1%Prev: 0.1% | 419 SH | Decreased-125 SH |
| MICROSOFT CORP | COM | $1.3M | 0.3%Prev: 0.6% | 3,424 SH | Decreased-170 SH |
| NETFLIX INC. | COM | $316K | 0.1% | 4,432 SH | New |
| NORFOLK SOUTHN CORP | COM | $209K | 0.1% | 664 SH | New |
| NVIDIA CORPORATION | COM | $1.7M | 0.5%Prev: 0.5% | 8,464 SH | Increased-693 SH |
| PIMCO ETF TR | INTER MUN BD ACT | $1.0M | 0.3%Prev: 0.3% | 19,376 SH | Increased-336 SH |
| PIMCO ETF TR | SHTRM MUN BD ACT | $754K | 0.2%Prev: 0.2% | 14,936 SH | Increased+2,436 SH |
| PIMCO ETF TR | ULTR SH GO AC FD | $6.6M | 1.8% | 65,055 SH | New |
| PROCTER & GAMBLE CO | COM | $335K | 0.1% | 2,285 SH | New |
| RAYMOND JAMES FINL INC | COM | $221K | 0.1%Prev: 0.1% | 1,454 SH | Decreased+7 SH |
| ROCKWELL AUTOMATION INC | COM | $505K | 0.1%Prev: 0.1% | 1,020 SH | Increased+6 SH |
| RTX CORPORATION | COM | $354K | 0.1%Prev: 0.1% | 1,864 SH | Increased-233 SH |
| TESLA INC | COM | $394K | 0.1%Prev: 0.1% | 936 SH | Increased-197 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.6M | 0.4%Prev: 0.5% | 2,382 SH | Increased-412 SH |
| VERIZON COMMUNICATIONS INC | COM | $472K | 0.1%Prev: 0.2% | 11,155 SH | Decreased-55 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 |