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CIK 0001871734 • 6 13F filings • Apr 10, 2025 – Jul 15, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $423K | 0.1% | 2,737 SH | |
| ALPHABET INC | CAP STK CL C | $212K | 0.1% | 1,360 SH | |
| AMAZON COM INC | COM | $543K | 0.2% | 2,853 SH | |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $4.0M | 1.4% | 66,551 SH | |
| AMERICAN CENTY ETF TR | AVANTIS RESPONSI | $288K | 0.1% | 5,602 SH | |
| AMERICAN CENTY ETF TR | AVANTIS US SMALL | $2.9M | 1.0% | 60,872 SH | |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $1.7M | 0.6% | 24,899 SH | |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $736K | 0.3% | 10,548 SH | |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | $6.8M | 2.3% | 157,731 SH | |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $353K | 0.1% | 5,416 SH | |
| AMERICAN CENTY ETF TR | US SML CP VALU | $2.3M | 0.8% | 26,057 SH | |
| APPLE INC | COM | $2.0M | 0.7% | 8,839 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.1M | 0.4% | 2,120 SH | |
| CHEVRON CORP NEW | COM | $264K | 0.1% | 1,576 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | $249K | 0.1% | 7,379 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $6.7M | 2.3% | 251,899 SH | |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $2.8M | 1.0% | 108,876 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $10.8M | 3.7% | 411,628 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | $455K | 0.2% | 8,834 SH | |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $7.9M | 2.7% | 187,253 SH | |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $938K | 0.3% | 26,873 SH | |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $832K | 0.3% | 21,127 SH | |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $4.4M | 1.5% | 171,545 SH | |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $11.9M | 4.0% | 359,458 SH | |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $6.6M | 2.2% | 215,908 SH | |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $8.2M | 2.8% | 200,088 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $2.6M | 0.9% | 92,225 SH | |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $2.1M | 0.7% | 57,995 SH | |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $3.7M | 1.3% | 72,033 SH | |
| ELI LILLY & CO | COM | $380K | 0.1% | 460 SH | |
| EXXON MOBIL CORP | COM | $1.4M | 0.5% | 11,610 SH | |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | $263K | 0.1% | 4,041 SH | |
| HOME DEPOT INC | COM | $219K | 0.1% | 598 SH | |
| ISHARES TR | 0-5YR HI YL CP | $5.1M | 1.7% | 119,598 SH | |
| ISHARES TR | CORE INTL AGGR | $274K | 0.1% | 5,491 SH | |
| ISHARES TR | CORE S&P TTL STK | $404K | 0.1% | 3,310 SH | |
| ISHARES TR | CORE S&P500 ETF | $523K | 0.2% | 930 SH | |
| ISHARES TR | CORE US AGGBD ET | $749K | 0.3% | 7,570 SH | |
| ISHARES TR | ESG AW MSCI EAFE | $741K | 0.3% | 9,067 SH | |
| ISHARES TR | ESG AWR MSCI USA | $540K | 0.2% | 4,433 SH | |
| ISHARES TR | ESG AWRE 1 5 YR | $924K | 0.3% | 36,980 SH | |
| ISHARES TR | ESG AWRE USD ETF | $298K | 0.1% | 12,915 SH | |
| ISHARES TR | GLOBAL REIT ETF | $1.2M | 0.4% | 49,493 SH | |
| ISHARES TR | GNMA BOND ETF | $246K | 0.1% | 5,597 SH | |
| ISHARES TR | MICRO-CAP ETF | $1.1M | 0.4% | 10,108 SH | |
| ISHARES TR | MSCI USA QLT FCT | $1.8M | 0.6% | 10,526 SH | |
| ISHARES TR | NEW YORK MUN ETF | $1.9M | 0.6% | 35,637 SH | |
| JPMORGAN CHASE & CO. | COM | $424K | 0.1% | 1,728 SH | |
| M & T BK CORP | COM | $312K | 0.1% | 1,744 SH | |
| MANAGER DIRECTED PORTFOLIOS | VERT GLB SUST RE | $977K | 0.3% | 96,314 SH | |
| META PLATFORMS INC | CL A | $446K | 0.2% | 774 SH | |
| MICROSOFT CORP | COM | $999K | 0.3% | 2,660 SH | |
| MOOG INC | CL B | $370K | 0.1% | 2,158 SH | |
| NETFLIX INC | COM | $360K | 0.1% | 386 SH | |
| NEXTERA ENERGY INC | COM | $478K | 0.2% | 6,750 SH | |
| NORTHROP GRUMMAN CORP | COM | $412K | 0.1% | 806 SH | |
| NVIDIA CORPORATION | COM | $515K | 0.2% | 4,756 SH | |
| PROCTER AND GAMBLE CO | COM | $6.2M | 2.1% | 36,470 SH | |
| SCHWAB STRATEGIC TR | 1 5YR CORP BD | $490K | 0.2% | 19,901 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $2.2M | 0.8% | 3,947 SH | |
| UNITED PARCEL SERVICE INC | CL B | $1.4M | 0.5% | 12,382 SH | |
| VANGUARD BD INDEX FDS | INTERMED TERM | $1.4M | 0.5% | 18,552 SH | |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $3.0M | 1.0% | 42,792 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $14.1M | 4.8% | 180,355 SH | |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $5.7M | 2.0% | 117,699 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $4.7M | 1.6% | 12,574 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $569K | 0.2% | 6,285 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $46.5M | 15.8% | 90,386 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $1.1M | 0.4% | 6,014 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.1M | 0.4% | 4,923 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $5.2M | 1.8% | 18,934 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $6.7M | 2.3% | 38,709 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $3.2M | 1.1% | 70,194 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $2.1M | 0.7% | 17,974 SH | |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $2.0M | 0.7% | 39,905 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $408K | 0.1% | 8,216 SH | |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $9.1M | 3.1% | 196,152 SH | |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $24.8M | 8.4% | 422,766 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $12.6M | 4.3% | 159,741 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $217K | 0.1% | 1,118 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $20.2M | 6.9% | 398,287 SH | |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | $230K | 0.1% | 2,292 SH | |
| VANGUARD WORLD FD | ESG INTL STK ETF | $272K | 0.1% | 4,612 SH | |
| VANGUARD WORLD FD | ESG US CORP BD | $1.1M | 0.4% | 18,077 SH | |
| VANGUARD WORLD FD | ESG US STK ETF | $414K | 0.1% | 4,223 SH |
| 13F-HR |
| 0001871734-25-000006 |
| $354.8M |
| View |
| Jul 15, 2026 | Q2 2026 | 13F-HR | 0001871734-26-000003 | $447.5M | View |
| Jul 15, 2025 | Q2 2025 | 13F-HR | 0001871734-25-000003 | $321.4M | View |
| Apr 10, 2026 | Q1 2026 | 13F-HR | 0001871734-26-000002 | $392.1M | View |
| Apr 10, 2025 | Q1 2025 | 13F-HR | 0001871734-25-000002 | $294.1M | View |