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CIK 0001909828 • 7 13F filings • May 5, 2025 – Oct 21, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $930K | 0.5% | 4,887 SH | |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $352K | 0.2% | 5,855 SH | |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $2.0M | 1.2% | 29,100 SH | |
| AMERICAN CENTY ETF TR | US EQT ETF | $279K | 0.2% | 3,025 SH | |
| AMERICAN CENTY ETF TR | US SML CP VALU | $1.1M | 0.7% | 13,176 SH | |
| APPLE INC | COM | $2.1M | 1.2% | 9,273 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $853K | 0.5% | 1,601 SH | |
| COCA COLA CO | COM | $213K | 0.1% | 2,975 SH | |
| DARDEN RESTAURANTS INC | COM | $997K | 0.6% | 4,800 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $337K | 0.2% | 12,730 SH | |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $675K | 0.4% | 26,072 SH | |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $10.6M | 6.2% | 270,246 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $1.6M | 1.0% | 51,803 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $1.1M | 0.7% | 29,794 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $41.8M | 24.6% | 1,267,864 SH | |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $3.5M | 2.1% | 58,553 SH | |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $258K | 0.2% | 7,785 SH | |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $10.8M | 6.3% | 262,352 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $1.4M | 0.8% | 22,798 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $545K | 0.3% | 19,368 SH | |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $19.6M | 11.5% | 381,167 SH | |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $12.1M | 7.1% | 461,089 SH | |
| EA SERIES TRUST | EA BRIDGEWAY OMN | $6.8M | 4.0% | 347,255 SH | |
| EA SERIES TRUST | STRIVE 500 ETF | $234K | 0.1% | 6,491 SH | |
| EXXON MOBIL CORP | COM | $2.2M | 1.3% | 18,104 SH | |
| GE AEROSPACE | COM NEW | $526K | 0.3% | 2,630 SH | |
| GENERAL MLS INC | COM | $765K | 0.4% | 12,800 SH | |
| GOLDMAN SACHS GROUP INC | COM | $727K | 0.4% | 1,330 SH | |
| HALLIBURTON CO | COM | $498K | 0.3% | 19,641 SH | |
| INNOVIZ TECHNOLOGIES LTD | SHS | $21K | 0.0% | 32,270 SH | |
| INTERNATIONAL PAPER CO | COM | $230K | 0.1% | 4,313 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $2.4M | 1.4% | 5,108 SH | |
| ISHARES INC | CORE MSCI EMKT | $1.3M | 0.7% | 23,194 SH | |
| ISHARES TR | CORE MSCI INTL | $2.2M | 1.3% | 32,014 SH | |
| ISHARES TR | CORE S&P TTL STK | $2.1M | 1.2% | 17,126 SH | |
| ISHARES TR | CORE S&P US VLU | $242K | 0.1% | 2,619 SH | |
| ISHARES TR | CORE S&P500 ETF | $356K | 0.2% | 633 SH | |
| ISHARES TR | EAFE VALUE ETF | $452K | 0.3% | 7,672 SH | |
| ISHARES TR | MSCI INTL VLU FT | $469K | 0.3% | 15,477 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $624K | 0.4% | 1,728 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $207K | 0.1% | 1,038 SH | |
| ISHARES TR | RUSSELL 3000 ETF | $348K | 0.2% | 1,095 SH | |
| ISHARES TR | SELECT DIVID ETF | $240K | 0.1% | 1,790 SH | |
| ISHARES TR | SHORT TREAS BD | $206K | 0.1% | 1,868 SH | |
| JOHNSON & JOHNSON | COM | $527K | 0.3% | 3,176 SH | |
| JPMORGAN CHASE & CO. | COM | $7.0M | 4.1% | 28,588 SH | |
| KELLANOVA | COM | $333K | 0.2% | 4,032 SH | |
| MARATHON PETE CORP | COM | $521K | 0.3% | 3,578 SH | |
| MICROSOFT CORP | COM | $990K | 0.6% | 2,637 SH | |
| NVIDIA CORPORATION | COM | $2.3M | 1.3% | 20,880 SH | |
| PALO ALTO NETWORKS INC | COM | $683K | 0.4% | 4,000 SH | |
| PAYCOM SOFTWARE INC | COM | $665K | 0.4% | 3,044 SH | |
| PFIZER INC | COM | $1.1M | 0.7% | 44,662 SH | |
| PROCTER AND GAMBLE CO | COM | $1.7M | 1.0% | 10,115 SH | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $629K | 0.4% | 17,397 SH | |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $263K | 0.2% | 10,825 SH | |
| SOUTHWEST AIRLS CO | COM | $270K | 0.2% | 8,038 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $252K | 0.1% | 451 SH | |
| STRYKER CORPORATION | COM | $298K | 0.2% | 800 SH | |
| TESLA INC | COM | $280K | 0.2% | 1,079 SH | |
| UBER TECHNOLOGIES INC | COM | $636K | 0.4% | 8,735 SH | |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 GRTH | $632K | 0.4% | 6,125 SH | |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $568K | 0.3% | 3,540 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $301K | 0.2% | 585 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $446K | 0.3% | 1,621 SH | |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $971K | 0.6% | 16,343 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $571K | 0.3% | 2,941 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $596K | 0.3% | 1,098 SH | |
| VANGUARD WORLD FD | MEGA GRWTH IND | $311K | 0.2% | 1,007 SH | |
| VISA INC | COM CL A | $209K | 0.1% | 596 SH | |
| WALMART INC | COM | $517K | 0.3% | 5,885 SH | |
| WELLS FARGO CO NEW | COM | $583K | 0.3% | 8,115 SH |
| 13F-HR |
| 0001909828-25-000008 |
| $198.9M |
| View |
| Jul 28, 2026 | Q2 2026 | 13F-HR | 0001909828-26-000003 | $232.5M | View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001909828-25-000006 | $190.8M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001909828-26-000002 | $204.8M | View |
| May 5, 2025 | Q1 2025 | 13F-HR | 0001909828-25-000004 | $170.3M | View |