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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 | $482K | 0.2%Prev: 0.2% | 2,737 SH | Decreased+121 SH |
| ALPHABET INC | CAP STK CL C | $248K | 0.1%Prev: 0.1% | 1,400 SH | Decreased+225 SH |
| AMAZON COM INC | COM | $635K | 0.2%Prev: 0.2% | 2,893 SH | Increased-3 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $4.6M | 1.4%Prev: 1.4% | 67,756 SH | Decreased+563 SH |
| AMERICAN CENTY ETF TR | AVANTIS RESPONSI | $329K | 0.1%Prev: 0.1% | 5,611 SH | Decreased-561 SH |
| AMERICAN CENTY ETF TR | AVANTIS US SMALL | $3.4M | 1.1%Prev: 1.4% | 66,326 SH | Decreased-23,624 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $2.3M | 0.7%Prev: 0.7% | 30,411 SH | Decreased-1,809 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $794K | 0.2%Prev: 0.3% | 10,018 SH | Decreased+87 SH |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | $6.9M | 2.2%Prev: 1.9% | 157,087 SH | Decreased-16,158 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $446K | 0.1%Prev: 0.1% | 6,537 SH | Decreased-494 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $2.8M | 0.9%Prev: 0.8% | 30,249 SH | Decreased+658 SH |
| APPLE INC | COM | $1.8M | 0.5%Prev: 0.6% | 8,611 SH | Decreased+113 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.0M | 0.3%Prev: 0.2% | 2,135 SH | Increased+155 SH |
| BOEING CO | COM | $227K | 0.1%Prev: 0.1% | 1,082 SH | Increased+8 SH |
| CHEVRON CORP NEW | COM | $226K | 0.1% | 1,577 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | $304K | 0.1%Prev: 0.1% | 7,996 SH | Decreased-625 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $8.1M | 2.5%Prev: 3.4% | 272,985 SH | Decreased-114,696 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $2.8M | 0.9%Prev: 0.8% | 97,391 SH | Decreased+3,691 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $11.5M | 3.6%Prev: 3.9% | 426,776 SH | Decreased-155,508 SH |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | $432K | 0.1%Prev: 0.1% | 8,241 SH | Decreased-1,818 SH |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $8.3M | 2.6%Prev: 3.6% | 199,579 SH | Decreased-143,032 SH |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $1.2M | 0.4%Prev: 0.4% | 30,226 SH | Decreased-4,453 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $899K | 0.3%Prev: 0.3% | 20,981 SH | Decreased+1,024 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $5.9M | 1.8%Prev: 2.3% | 197,207 SH | Decreased-72,850 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $274K | 0.1%Prev: 0.1% | 5,775 SH | Decreased |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $12.9M | 4.0%Prev: 3.9% | 363,744 SH | Decreased-55,645 SH |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $6.8M | 2.1%Prev: 2.6% | 217,854 SH | Decreased-72,723 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $8.4M | 2.6%Prev: 2.4% | 199,691 SH | Decreased+6,524 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $2.7M | 0.8%Prev: 1.2% | 92,765 SH | Decreased-45,535 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $2.4M | 0.8%Prev: 0.7% | 61,734 SH | Decreased-6,367 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $3.8M | 1.2%Prev: 1.1% | 70,106 SH | Decreased+1,043 SH |
| ELI LILLY & CO | COM | $357K | 0.1%Prev: 0.1% | 458 SH | Decreased+11 SH |
| EXXON MOBIL CORP | COM | $1.3M | 0.4%Prev: 0.1% | 11,611 SH | Increased+8,890 SH |
| GE AEROSPACE | COM NEW | $253K | 0.1%Prev: 0.1% | 981 SH | Increased+134 SH |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | $343K | 0.1%Prev: 0.1% | 4,041 SH | Increased |
| HOME DEPOT INC | COM | $220K | 0.1%Prev: 0.1% | 600 SH | Decreased-150 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $231K | 0.1% | 782 SH | New |
| ISHARES TR | 0-5YR HI YL CP | $4.8M | 1.5%Prev: 1.3% | 111,946 SH | Decreased-8,531 SH |
| ISHARES TR | CORE INTL AGGR | $289K | 0.1%Prev: 0.1% | 5,666 SH | Increased-34 SH |
| ISHARES TR | CORE S&P TTL STK | $447K | 0.1%Prev: 0.1% | 3,311 SH | Decreased-5 SH |
| ISHARES TR | CORE S&P500 ETF | $578K | 0.2%Prev: 0.1% | 930 SH | Decreased+38 SH |
| ISHARES TR | CORE US AGGBD ET | $751K | 0.2% | 7,570 SH | New |
| ISHARES TR | ESG AW MSCI EAFE | $809K | 0.3%Prev: 0.2% | 9,067 SH | Increased+1,224 SH |
| ISHARES TR | ESG AWR MSCI USA | $600K | 0.2%Prev: 0.1% | 4,433 SH | Increased+2,242 SH |
| ISHARES TR | ESG AWRE 1 5 YR | $911K | 0.3%Prev: 0.2% | 36,186 SH | Increased+1,339 SH |
| ISHARES TR | ESG AWRE USD ETF | $306K | 0.1% | 13,190 SH | New |
| ISHARES TR | GLOBAL REIT ETF | $1.0M | 0.3%Prev: 0.3% | 41,840 SH | Increased+1,756 SH |
| ISHARES TR | GNMA BOND ETF | $259K | 0.1%Prev: 0.1% | 5,893 SH | Increased+389 SH |
| ISHARES TR | MICRO-CAP ETF | $1.2M | 0.4%Prev: 0.4% | 9,368 SH | Decreased-564 SH |
| ISHARES TR | MSCI USA QLT FCT | $1.8M | 0.6%Prev: 0.5% | 10,090 SH | Decreased-167 SH |
| ISHARES TR | NEW YORK MUN ETF | $2.1M | 0.6%Prev: 0.4% | 39,770 SH | Increased+6,970 SH |
| JPMORGAN CHASE & CO. | COM | $501K | 0.2% | 1,728 SH | New |
| M & T BK CORP | COM | $338K | 0.1%Prev: 0.1% | 1,741 SH | Decreased+49 SH |
| MANAGER DIRECTED PORTFOLIOS | VERT GLB SUST RE | $1.0M | 0.3%Prev: 0.3% | 98,584 SH | Decreased-5,038 SH |
| META PLATFORMS INC | CL A | $558K | 0.2%Prev: 0.1% | 756 SH | Increased-58 SH |
| MICROSOFT CORP | COM | $1.3M | 0.4%Prev: 0.2% | 2,680 SH | Increased+438 SH |
| NETFLIX INC | COM | $497K | 0.2% | 371 SH | New |
| NEXTERA ENERGY INC | COM | $469K | 0.1%Prev: 0.2% | 6,750 SH | Decreased+256 SH |
| NORTHROP GRUMMAN CORP | COM | $391K | 0.1%Prev: 0.1% | 783 SH | Decreased+16 SH |
| NVIDIA CORPORATION | COM | $751K | 0.2%Prev: 0.3% | 4,756 SH | Decreased-1,378 SH |
| PROCTER AND GAMBLE CO | COM | $5.8M | 1.8% | 36,472 SH | New |
| SCHWAB STRATEGIC TR | 1 5YR CORP BD | $494K | 0.2% | 19,901 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $2.4M | 0.7% | 3,825 SH | New |
| TESLA INC | COM | $214K | 0.1%Prev: 0.1% | 674 SH | Decreased+32 SH |
| UNITED PARCEL SERVICE INC | CL B | $1.2M | 0.4% | 12,382 SH | New |
| VANGUARD BD INDEX FDS | INTERMED TERM | $1.8M | 0.6%Prev: 0.8% | 23,096 SH | Decreased-17,110 SH |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $3.3M | 1.0%Prev: 0.9% | 46,773 SH | Decreased-6,870 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $15.1M | 4.7%Prev: 4.5% | 191,992 SH | Decreased-34,788 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $7.0M | 2.2%Prev: 2.6% | 142,332 SH | Decreased-72,111 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $7.5M | 2.3%Prev: 2.7% | 17,146 SH | Decreased-7,138 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $549K | 0.2%Prev: 0.1% | 6,160 SH | Increased+3,379 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $50.6M | 15.7%Prev: 14.0% | 89,045 SH | Decreased-2,771 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $1.1M | 0.4%Prev: 0.3% | 5,798 SH | Increased+1,189 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.6M | 0.5%Prev: 0.6% | 6,929 SH | Decreased-2,574 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $6.5M | 2.0%Prev: 1.8% | 21,359 SH | Decreased-859 SH |
| VANGUARD INDEX FDS | VALUE ETF | $8.0M | 2.5%Prev: 2.6% | 45,014 SH | Decreased-6,476 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $4.0M | 1.2%Prev: 1.4% | 80,049 SH | Decreased-23,005 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $2.1M | 0.7%Prev: 0.5% | 15,721 SH | Increased+1,751 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $1.9M | 0.6%Prev: 0.5% | 38,359 SH | Increased+3,006 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $219K | 0.1%Prev: 0.1% | 4,460 SH | Decreased-311 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $9.6M | 3.0%Prev: 3.1% | 207,228 SH | Decreased-53,101 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $24.6M | 7.7%Prev: 7.6% | 419,170 SH | Decreased-91,877 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $12.8M | 4.0%Prev: 3.7% | 160,909 SH | Decreased-23,340 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $248K | 0.1%Prev: 0.1% | 2,274 SH | Decreased-2,300 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $229K | 0.1%Prev: 0.1% | 1,118 SH | Decreased-110 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $22.9M | 7.1%Prev: 7.4% | 402,018 SH | Decreased-49,495 SH |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | $231K | 0.1%Prev: 0.1% | 2,292 SH | Decreased |
| VANGUARD WORLD FD | ESG INTL STK ETF | $302K | 0.1%Prev: 0.1% | 4,612 SH | Increased+647 SH |
| VANGUARD WORLD FD | ESG US CORP BD | $1.1M | 0.4%Prev: 0.4% | 17,806 SH | Decreased-7,756 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $463K | 0.1%Prev: 0.1% | 4,225 SH | Decreased |
| 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 |