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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 | $820K | 0.2%Prev: 0.2% | 3,133 SH | Increased-342 SH |
| ADVANCED MICRO DEVICES INC | COM | $325K | 0.1% | 531 SH | New |
| ALPHABET INC | CAP STK CL A | $439K | 0.1%Prev: 0.1% | 1,277 SH | Increased-66 SH |
| ALPHABET INC | CAP STK CL C | $1.3M | 0.3%Prev: 0.3% | 3,762 SH | Increased-440 SH |
| AMAZON COM INC | COM | $1.0M | 0.3%Prev: 0.3% | 4,048 SH | Increased+24 SH |
| AMERICAN CENTY ETF TR | AVAN U S QUA ETF | $16.3M | 4.3% | 239,810 SH | New |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $446K | 0.1% | 4,742 SH | New |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $723K | 0.2% | 8,018 SH | New |
| AMERICAN CENTY ETF TR | US EQT ETF | $523K | 0.1% | 4,085 SH | New |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $18.8M | 5.0% | 207,515 SH | New |
| AMERICAN CENTY ETF TR | US SML CP VALU | $6.9M | 1.8% | 58,239 SH | New |
| APPLE INC | COM | $3.0M | 0.8%Prev: 0.7% | 9,032 SH | Increased+521 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $238K | 0.1%Prev: 0.1% | 477 SH | Increased+65 SH |
| CHEVRON CORPORATION | COM | $476K | 0.1% | 2,333 SH | New |
| CRANE COMPANY | COMMON STOCK | $553K | 0.1%Prev: 0.2% | 2,709 SH | Increased+13 SH |
| CSX CORP | COM | $215K | 0.1% | 4,627 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $38.7M | 10.3%Prev: 9.9% | 974,962 SH | Increased-25,146 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $59.5M | 15.9%Prev: 16.0% | 1,581,981 SH | Increased+2,954 SH |
| DIMENSIONAL ETF TRUST | SHOR DUR FIX ETF | $6.5M | 1.7% | 139,462 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $152.8M | 40.8%Prev: 39.3% | 2,918,050 SH | Increased+132,693 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $7.2M | 1.9%Prev: 6.3% | 131,212 SH | Decreased-325,745 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $2.1M | 0.6%Prev: 2.0% | 27,657 SH | Decreased-67,814 SH |
| DISNEY WALT CO | COM | $371K | 0.1%Prev: 0.1% | 3,534 SH | Decreased-315 SH |
| ELI LILLY & CO | COM | $476K | 0.1%Prev: 0.1% | 411 SH | Increased+22 SH |
| EXXONMOBIL HOLDINGS CORP | COM SHS | $808K | 0.2% | 4,967 SH | New |
| FIFTH THIRD BANCORP | COM | $350K | 0.1% | 6,922 SH | New |
| GSK PLC | SPONSORED ADR | $277K | 0.1%Prev: 0.1% | 5,741 SH | Decreased-2,074 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $308K | 0.1%Prev: 0.1% | 1,399 SH | Decreased+32 SH |
| ISHARES INC | CORE MSCI EMKT | $280K | 0.1%Prev: 0.1% | 3,449 SH | Decreased-2,409 SH |
| ISHARES TR | 1 3 YR TREAS BD | $7.0M | 1.9%Prev: 1.9% | 86,432 SH | Increased+11,926 SH |
| ISHARES TR | CORE INTL AGGR | $6.1M | 1.6%Prev: 1.9% | 124,379 SH | Decreased+2,053 SH |
| ISHARES TR | CORE MSCI EAFE | $1.6M | 0.4%Prev: 0.5% | 17,028 SH | Increased-1,766 SH |
| ISHARES TR | CORE S&P MCP ETF | $1.0M | 0.3%Prev: 0.3% | 14,516 SH | Increased-920 SH |
| ISHARES TR | CORE S&P SCP ETF | $549K | 0.1%Prev: 0.2% | 4,038 SH | Increased-262 SH |
| ISHARES TR | CORE S&P500 ETF | $16.3M | 4.3%Prev: 4.3% | 21,254 SH | Increased+471 SH |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $1.4M | 0.4%Prev: 0.5% | 28,575 SH | Decreased-4,216 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $1.6M | 0.4%Prev: 0.5% | 31,900 SH | Increased+1,237 SH |
| JOHNSON & JOHNSON | COM | $278K | 0.1%Prev: 0.1% | 1,051 SH | Decreased-732 SH |
| MARATHON PETE CORP | COM | $265K | 0.1% | 670 SH | New |
| META PLATFORMS INC | CL A | $336K | 0.1%Prev: 0.1% | 463 SH | Decreased-93 SH |
| MICROSOFT CORP | COM | $1.8M | 0.5%Prev: 0.6% | 3,553 SH | Decreased-44 SH |
| NETFLIX INC. | COM | $311K | 0.1% | 4,474 SH | New |
| NORFOLK SOUTHN CORP | COM | $209K | 0.1%Prev: 0.1% | 675 SH | Increased-6 SH |
| NVIDIA CORPORATION | COM | $2.1M | 0.6%Prev: 0.5% | 9,202 SH | Increased+167 SH |
| PIMCO ETF TR | INTER MUN BD ACT | $890K | 0.2%Prev: 0.3% | 17,911 SH | Decreased-2,946 SH |
| PIMCO ETF TR | SHTRM MUN BD ACT | $672K | 0.2%Prev: 0.2% | 13,602 SH | Increased+406 SH |
| PIMCO ETF TR | ULTR SH GO AC FD | $6.9M | 1.8% | 68,193 SH | New |
| PROCTER & GAMBLE CO | COM | $341K | 0.1% | 2,347 SH | New |
| RAYMOND JAMES FINL INC | COM | $232K | 0.1%Prev: 0.1% | 1,469 SH | Decreased+21 SH |
| ROCKWELL AUTOMATION INC | COM | $446K | 0.1%Prev: 0.1% | 1,025 SH | Increased+11 SH |
| RTX CORPORATION | COM | $351K | 0.1%Prev: 0.1% | 1,888 SH | Increased-116 SH |
| TESLA INC | COM | $341K | 0.1%Prev: 0.2% | 960 SH | Decreased-146 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.5M | 0.4%Prev: 0.5% | 2,076 SH | Decreased-718 SH |
| VERIZON COMMUNICATIONS INC | COM | $504K | 0.1%Prev: 0.2% | 10,998 SH | Increased-405 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 |