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CIK 0001967205 • 6 13F filings • Apr 23, 2025 – Aug 6, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABRDN SILVER ETF TRUST | PHYSCL SILVR SHS | $340K | 0.1%Prev: 0.1% | 5,023 SH | Increased+227 SH |
| AMAZON COM INC | COM | $409K | 0.1%Prev: 0.1% | 1,770 SH | Increased+254 SH |
| AMERICAN CENTY ETF TR | AVANTIS CORE FI | $714K | 0.2%Prev: 0.2% | 17,042 SH | Increased+1,594 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $1.7M | 0.4%Prev: 0.4% | 21,475 SH | Increased+749 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $1.3M | 0.3%Prev: 0.3% | 15,842 SH | Increased+277 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $288K | 0.1%Prev: 0.1% | 3,067 SH | Increased+397 SH |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | $8.4M | 1.9%Prev: 1.7% | 193,932 SH | Increased+42,453 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $24.3M | 5.5%Prev: 5.3% | 320,959 SH | Increased+28,726 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $2.0M | 0.5%Prev: 0.5% | 19,652 SH | Increased+524 SH |
| APPLE INC | COM | $831K | 0.2%Prev: 0.2% | 3,058 SH | Increased+24 SH |
| BROADCOM INC | COM | $226K | 0.1%Prev: 0.1% | 652 SH | Increased+26 SH |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $25.7M | 5.8%Prev: 5.8% | 602,731 SH | Increased+58,901 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $27.5M | 6.3%Prev: 6.3% | 830,825 SH | Increased+51,853 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $443K | 0.1%Prev: 0.1% | 16,763 SH | Increased+1,113 SH |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $19.8M | 4.5%Prev: 4.5% | 475,655 SH | Increased+51,065 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $248K | 0.1%Prev: 0.1% | 4,966 SH | Increased |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $1.7M | 0.4%Prev: 0.4% | 43,787 SH | Increased-119 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $63.7M | 14.5%Prev: 14.2% | 1,849,517 SH | Increased+122,678 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $683K | 0.2%Prev: 0.2% | 14,242 SH | Decreased-445 SH |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | $6.7M | 1.5%Prev: 1.5% | 131,653 SH | Increased+13,882 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $314K | 0.1%Prev: 0.1% | 7,943 SH | Increased+1,119 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $415K | 0.1%Prev: 0.1% | 5,595 SH | Increased+1,043 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $40.0M | 9.1%Prev: 9.1% | 1,052,145 SH | Increased+94,630 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $30.4M | 6.9%Prev: 6.8% | 923,964 SH | Increased+68,983 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $1.0M | 0.2%Prev: 0.3% | 31,057 SH | Decreased-2,258 SH |
| ENTERPRISE PRODS PARTNERS L | COM | $523K | 0.1%Prev: 0.1% | 16,318 SH | Increased+251 SH |
| GLOBAL X FDS | GLB X MLP ENRG I | $214K | 0.0%Prev: 0.1% | 3,534 SH | Decreased |
| INNOVATOR ETFS TRUST | GRWT100 PWR BUF | $220K | 0.1%Prev: 0.1% | 3,034 SH | Decreased-190 SH |
| INVESCO EXCHANGE TRADED FD T | FINL PFD ETF | $328K | 0.1%Prev: 0.1% | 23,180 SH | Decreased-1,641 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1.5M | 0.3%Prev: 0.4% | 2,489 SH | Increased-5 SH |
| ISHARES TR | CORE 40/60 MODER | $315K | 0.1%Prev: 0.1% | 6,597 SH | Decreased-243 SH |
| ISHARES TR | CORE S&P500 ETF | $476K | 0.1%Prev: 0.1% | 695 SH | Increased+84 SH |
| ISHARES TR | GLOBAL REIT ETF | $7.6M | 1.7%Prev: 2.0% | 303,533 SH | Decreased-2,809 SH |
| ISHARES TR | ULTRA SHORT DUR | $302K | 0.1%Prev: 0.1% | 5,975 SH | Decreased-620 SH |
| ISHARES TR | US TREAS BD ETF | $298K | 0.1% | 12,955 SH | New |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $293K | 0.1% | 5,805 SH | New |
| JOHN HANCOCK EXCHANGE TRADED | PREFERRED INCOME | $214K | 0.0%Prev: 0.1% | 9,361 SH | Decreased-1,788 SH |
| JOHNSON & JOHNSON | COM | $207K | 0.0% | 1,002 SH | New |
| NEUROCRINE BIOSCIENCES INC | COM | $229K | 0.1%Prev: 0.1% | 1,617 SH | Increased+2 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $202K | 0.0% | 8,387 SH | New |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $411K | 0.1%Prev: 0.1% | 16,846 SH | Decreased-4,697 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $666K | 0.2%Prev: 0.2% | 28,501 SH | Decreased-253 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $39.8M | 9.1%Prev: 9.0% | 1,518,271 SH | Increased+123,860 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $405K | 0.1%Prev: 0.1% | 14,760 SH | Decreased-405 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $209K | 0.0%Prev: 0.1% | 7,061 SH | Increased |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $1.1M | 0.2%Prev: 0.3% | 39,806 SH | Increased-432 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $244K | 0.1%Prev: 0.1% | 358 SH | Increased |
| SPDR SERIES TRUST | STATE STREET SPD | $94.8M | 21.6% | 1,893,028 SH | New |
| TESLA INC | COM | $271K | 0.1% | 602 SH | New |
| TORTOISE CAPITAL SERIES TRUS | NORTH AMERN PIPE | $326K | 0.1%Prev: 0.1% | 9,225 SH | Decreased-1 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $9.3M | 2.1%Prev: 2.2% | 192,768 SH | Increased+18,256 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $349K | 0.1%Prev: 0.5% | 1,249 SH | Decreased-5,973 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $1.9M | 0.4% | 10,463 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $366K | 0.1%Prev: 0.1% | 584 SH | Increased+6 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $434K | 0.1%Prev: 0.1% | 1,295 SH | Increased |
| VANGUARD INDEX FDS | VALUE ETF | $551K | 0.1%Prev: 0.1% | 2,883 SH | Increased-7 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $9.5M | 2.2%Prev: 2.1% | 118,535 SH | Increased+12,021 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $769K | 0.2%Prev: 0.2% | 3,498 SH | Decreased-101 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $277K | 0.1%Prev: 0.1% | 1,931 SH | Decreased-84 SH |
| VANGUARD WORLD FD | EXTENDED DUR | $504K | 0.1%Prev: 0.1% | 7,759 SH | Increased+568 SH |
| WISDOMTREE TR | INTERNATIONL EFI | $1.0M | 0.2%Prev: 0.2% | 23,251 SH | Increased+455 SH |
| WISDOMTREE TR | US EFFICIENT COR | $2.1M | 0.5%Prev: 0.5% | 37,547 SH | Increased+2,156 SH |
| WORLD GOLD TR | SPDR GLD MINIS | $1.7M | 0.4%Prev: 0.4% | 19,452 SH | Increased-2,113 SH |
| 13F-HR |
| 0001951757-26-001113 |
| $561.6M |
| View |
| Jul 16, 2025 | Q2 2025 | 13F-HR | 0001951757-25-000863 | $359.8M | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000822 | $475.2M | View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000431 | $320.1M | View |