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CIK 0001925385 • 6 13F filings • Apr 25, 2025 – Aug 6, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $545K | 0.2%Prev: 0.2% | 2,386 SH | Decreased-106 SH |
| ALPHABET INC | CAP STK CL A | $970K | 0.3%Prev: 0.2% | 3,100 SH | Increased |
| ALPHABET INC | CAP STK CL C | $2.4M | 0.7%Prev: 0.5% | 7,758 SH | Increased+987 SH |
| AMAZON COM INC | COM | $1.1M | 0.3%Prev: 0.3% | 4,563 SH | Increased-41 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $14.7M | 4.1%Prev: 3.8% | 190,269 SH | Increased+21,093 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $13.4M | 3.7%Prev: 3.4% | 142,285 SH | Increased+15,009 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $16.4M | 4.6%Prev: 4.0% | 160,720 SH | Increased+26,379 SH |
| AMERICAN EXPRESS CO | COM | $464K | 0.1%Prev: 0.1% | 1,255 SH | Increased |
| ANALOG DEVICES INC | COM | $409K | 0.1%Prev: 0.1% | 1,508 SH | Decreased-185 SH |
| APPLE INC | COM | $6.3M | 1.8%Prev: 1.8% | 23,116 SH | Increased-816 SH |
| APPLIED MATLS INC | COM | $411K | 0.1%Prev: 0.1% | 1,600 SH | Increased |
| ATLASSIAN CORPORATION | CL A | $355K | 0.1%Prev: 0.1% | 2,189 SH | Decreased-332 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $352K | 0.1%Prev: 0.1% | 700 SH | Decreased-9 SH |
| CADENCE DESIGN SYSTEM INC | COM | $520K | 0.1% | 1,665 SH | New |
| CISCO SYS INC | COM | $315K | 0.1%Prev: 0.1% | 4,083 SH | Increased |
| COSTCO WHSL CORP NEW | COM | $265K | 0.1%Prev: 0.1% | 307 SH | Decreased-40 SH |
| DEERE & CO | COM | $258K | 0.1%Prev: 0.1% | 555 SH | Increased |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $17.8M | 5.0%Prev: 5.2% | 299,176 SH | Increased-1,115 SH |
| FIDELITY WISE ORIGIN BITCOIN | SHS | $5.9M | 1.7%Prev: 1.5% | 77,488 SH | Increased+27,045 SH |
| HOME DEPOT INC | COM | $599K | 0.2%Prev: 0.2% | 1,740 SH | Decreased |
| INTERNATIONAL BUSINESS MACHS | COM | $833K | 0.2%Prev: 0.2% | 2,812 SH | Increased |
| INTUIT | COM | $366K | 0.1%Prev: 0.1% | 552 SH | Decreased |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $240K | 0.1%Prev: 0.1% | 1,251 SH | Increased |
| INVESCO QQQ TR | UNIT SER 1 | $805K | 0.2%Prev: 0.2% | 1,311 SH | Increased+1 SH |
| ISHARES TR | CORE MSCI TOTAL | $295K | 0.1%Prev: 0.1% | 3,485 SH | Increased |
| ISHARES TR | CORE S&P TTL STK | $6.2M | 1.7%Prev: 1.8% | 41,554 SH | Increased-34 SH |
| ISHARES TR | CORE S&P US GWT | $694K | 0.2%Prev: 0.2% | 4,133 SH | Increased |
| ISHARES TR | ESG AW MSCI EAFE | $585K | 0.2%Prev: 0.2% | 6,149 SH | Increased |
| ISHARES TR | ESG AWR MSCI USA | $528K | 0.1%Prev: 0.2% | 3,544 SH | Increased |
| ISHARES TR | RUS 1000 ETF | $201K | 0.1% | 538 SH | New |
| ISHARES TR | RUSSELL 2000 ETF | $929K | 0.3%Prev: 0.3% | 3,775 SH | Increased |
| ISHARES TR | SHRT NAT MUN ETF | $608K | 0.2%Prev: 0.2% | 5,699 SH | Decreased |
| META PLATFORMS INC | CL A | $294K | 0.1%Prev: 0.1% | 446 SH | Decreased-165 SH |
| MICROSOFT CORP | COM | $5.4M | 1.5%Prev: 1.7% | 11,068 SH | Decreased+56 SH |
| NETFLIX INC | COM | $4.9M | 1.4%Prev: 1.9% | 52,750 SH | Decreased+47,475 SH |
| NVIDIA CORPORATION | COM | $10.8M | 3.0%Prev: 3.2% | 57,656 SH | Increased+882 SH |
| QUALCOMM INC | COM | $1.7M | 0.5%Prev: 0.5% | 10,170 SH | Increased |
| ROBINHOOD MKTS INC | COM CL A | $5.1M | 1.4% | 44,791 SH | New |
| SALESFORCE INC | COM | $241K | 0.1%Prev: 0.1% | 908 SH | Decreased-259 SH |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $5.1M | 1.4%Prev: 1.5% | 202,043 SH | Decreased-200 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $19.0M | 5.3%Prev: 5.6% | 788,292 SH | Increased-7,990 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $19.3M | 5.4%Prev: 5.8% | 735,499 SH | Decreased-17,700 SH |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $569K | 0.2% | 3,950 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $4.6M | 1.3%Prev: 1.3% | 6,678 SH | Increased |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $311K | 0.1%Prev: 0.1% | 515 SH | Increased |
| SPDR SERIES TRUST | STATE STREET SPD | $3.0M | 0.8% | 104,269 SH | New |
| TESLA INC | COM | $2.3M | 0.6%Prev: 0.7% | 5,060 SH | Increased |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $206K | 0.1% | 2,609 SH | New |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $350K | 0.1%Prev: 0.1% | 7,236 SH | Decreased |
| VANGUARD INDEX FDS | GROWTH ETF | $1.4M | 0.4%Prev: 0.4% | 2,961 SH | Increased+222 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $777K | 0.2%Prev: 0.2% | 2,677 SH | Increased+120 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $546K | 0.2%Prev: 0.2% | 6,165 SH | Decreased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.9M | 0.5%Prev: 0.5% | 3,067 SH | Increased+197 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $768K | 0.2%Prev: 0.2% | 3,627 SH | Increased |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.0M | 0.3%Prev: 0.3% | 3,893 SH | Increased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $70.8M | 19.8%Prev: 19.8% | 211,271 SH | Increased+10,582 SH |
| VANGUARD INDEX FDS | VALUE ETF | $1.1M | 0.3%Prev: 0.3% | 5,518 SH | Increased+120 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $608K | 0.2%Prev: 0.2% | 8,271 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $394K | 0.1%Prev: 0.1% | 7,333 SH | Decreased |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $63.2M | 17.7%Prev: 17.7% | 1,054,707 SH | Increased+75,150 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $615K | 0.2%Prev: 0.2% | 2,799 SH | Increased |
| VANGUARD STAR FDS | VG TL INTL STK F | $410K | 0.1%Prev: 0.1% | 5,440 SH | Increased |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $26.6M | 7.4%Prev: 7.2% | 426,184 SH | Increased+28,680 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $645K | 0.2%Prev: 0.2% | 4,496 SH | Increased |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $227K | 0.1%Prev: 0.1% | 2,525 SH | Increased |
| VANGUARD WORLD FD | ESG INTL STK ETF | $1.3M | 0.4%Prev: 0.4% | 18,581 SH | Decreased-1,226 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $6.4M | 1.8%Prev: 2.0% | 53,132 SH | Decreased-3,429 SH |
| 13F-HR |
| 0001951757-26-001114 |
| $391.2M |
| View |
| Jul 25, 2025 | Q2 2025 | 13F-HR | 0001951757-25-000962 | $305.8M | View |
| Apr 28, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000749 | $354.8M | View |
| Apr 25, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000458 | $266.5M | View |