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CIK 0001910934 • 6 13F filings • Apr 17, 2025 – Jul 22, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $366K | 0.3%Prev: 0.3% | 1,603 SH | Decreased |
| AMERICAN CENTY ETF TR | AVANTIS CORE FI | $1.3M | 1.0%Prev: 0.9% | 31,349 SH | Increased+927 SH |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | $241K | 0.2%Prev: 0.2% | 4,130 SH | Increased |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | $279K | 0.2%Prev: 0.2% | 3,920 SH | Increased |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $1.7M | 1.3%Prev: 1.2% | 20,291 SH | Increased-334 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $339K | 0.3%Prev: 0.3% | 3,605 SH | Decreased-280 SH |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | $1.5M | 1.2%Prev: 1.0% | 35,433 SH | Increased+3,793 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $2.3M | 1.7%Prev: 2.2% | 20,169 SH | Decreased-7,217 SH |
| APPLE INC | COM | $233K | 0.2%Prev: 0.2% | 858 SH | Increased |
| BANK AMERICA CORP | COM | $431K | 0.3%Prev: 0.5% | 7,834 SH | Decreased-4,283 SH |
| CHEVRON CORP NEW | COM | $280K | 0.2%Prev: 0.2% | 1,837 SH | Decreased+3 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $1.8M | 1.4%Prev: 1.5% | 46,732 SH | Decreased-8,497 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $378K | 0.3%Prev: 0.3% | 10,960 SH | Increased-414 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $485K | 0.4%Prev: 0.4% | 10,070 SH | Decreased-54 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $2.4M | 1.9%Prev: 1.8% | 32,731 SH | Decreased-2,186 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $1.5M | 1.2%Prev: 1.1% | 46,307 SH | Increased-456 SH |
| FIDELITY COVINGTON TRUST | MSCI RL EST ETF | $1.1M | 0.9%Prev: 0.9% | 41,638 SH | Decreased-758 SH |
| FIDELITY MERRIMACK STR TR | SYSTEMATIC MUN | $2.4M | 1.8%Prev: 2.0% | 47,706 SH | Decreased-5,904 SH |
| GLOBAL X FDS | 1-3 MONTH T-BILL | $3.6M | 2.7%Prev: 2.2% | 35,474 SH | Increased+5,234 SH |
| GXO LOGISTICS INCORPORATED | COMMON STOCK | $319K | 0.2%Prev: 0.2% | 6,055 SH | Decreased |
| ISHARES INC | CORE MSCI EMKT | $5.4M | 4.1%Prev: 4.1% | 80,173 SH | Decreased-5,746 SH |
| ISHARES TR | 0-5YR INVT GR CP | $2.4M | 1.8%Prev: 1.3% | 47,297 SH | Increased+11,310 SH |
| ISHARES TR | CALIF MUN BD ETF | $479K | 0.4%Prev: 0.3% | 8,337 SH | Increased |
| ISHARES TR | CORE MSCI EAFE | $10.7M | 8.2%Prev: 8.0% | 119,055 SH | Decreased-6,612 SH |
| ISHARES TR | CORE MSCI TOTAL | $990K | 0.8%Prev: 0.9% | 11,699 SH | Decreased-4,052 SH |
| ISHARES TR | CORE S&P TTL STK | $26.3M | 20.1%Prev: 19.7% | 176,621 SH | Decreased-8,615 SH |
| ISHARES TR | CORE S&P US VLU | $2.5M | 1.9%Prev: 1.8% | 24,491 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $1.2M | 0.9%Prev: 0.8% | 1,808 SH | Increased+210 SH |
| ISHARES TR | CORE UNIVRSL USD | $3.8M | 2.9% | 81,589 SH | New |
| ISHARES TR | CORE US AGGBD ET | $339K | 0.3%Prev: 0.2% | 3,399 SH | Increased+1,264 SH |
| ISHARES TR | IBOXX INV CP ETF | $964K | 0.7%Prev: 0.7% | 8,750 SH | Increased+198 SH |
| ISHARES TR | NATIONAL MUN ETF | $4.3M | 3.3%Prev: 3.1% | 40,079 SH | Increased+109 SH |
| ISHARES TR | RUS TP200 GR ETF | $316K | 0.2%Prev: 0.3% | 1,142 SH | Decreased-537 SH |
| ISHARES TR | SHRT NAT MUN ETF | $5.8M | 4.5%Prev: 4.1% | 54,624 SH | Increased+1,476 SH |
| ISHARES TR | SP SMCP600VL ETF | $240K | 0.2%Prev: 0.2% | 2,114 SH | Decreased-482 SH |
| JPMORGAN CHASE & CO. | COM | $440K | 0.3%Prev: 0.3% | 1,366 SH | Increased |
| MICROSOFT CORP | COM | $254K | 0.2%Prev: 0.2% | 526 SH | Decreased-65 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $365K | 0.3%Prev: 0.3% | 2,052 SH | Decreased-147 SH |
| PARKER-HANNIFIN CORP | COM | $1.2M | 0.9%Prev: 0.9% | 1,326 SH | Decreased-261 SH |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | $471K | 0.4%Prev: 0.3% | 10,338 SH | Increased |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $3.0M | 2.3%Prev: 2.7% | 68,210 SH | Decreased-18,226 SH |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $537K | 0.4%Prev: 0.4% | 11,466 SH | Increased |
| SPDR INDEX SHS FDS | S&P EMKTSC ETF | $394K | 0.3%Prev: 0.3% | 6,000 SH | Decreased |
| TESLA INC | COM | $1.3M | 1.0%Prev: 1.0% | 2,802 SH | Decreased-343 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $1.6M | 1.2%Prev: 1.2% | 20,904 SH | Decreased-672 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $541K | 0.4%Prev: 0.4% | 6,861 SH | Decreased |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $1.2M | 0.9%Prev: 0.9% | 15,676 SH | Decreased-636 SH |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $976K | 0.7%Prev: 0.6% | 19,590 SH | Increased+2,607 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $200K | 0.2% | 410 SH | New |
| VANGUARD INDEX FDS | LARGE CAP ETF | $1.4M | 1.1%Prev: 1.4% | 4,594 SH | Decreased-1,584 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $285K | 0.2%Prev: 0.2% | 3,223 SH | Decreased+1 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $776K | 0.6%Prev: 0.5% | 3,666 SH | Increased+141 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $2.2M | 1.7%Prev: 1.9% | 8,381 SH | Decreased-1,997 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $8.0M | 6.1%Prev: 6.8% | 23,760 SH | Decreased-4,437 SH |
| VANGUARD INDEX FDS | VALUE ETF | $711K | 0.5%Prev: 0.5% | 3,725 SH | Increased+1 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $1.1M | 0.8%Prev: 0.8% | 14,974 SH | Increased-274 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $2.7M | 2.0%Prev: 2.0% | 49,513 SH | Decreased-1,501 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $471K | 0.4%Prev: 0.3% | 5,637 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $994K | 0.8%Prev: 0.9% | 6,935 SH | Decreased-1,556 SH |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | $598K | 0.5%Prev: 0.5% | 13,050 SH | Decreased-597 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.2M | 0.9%Prev: 1.2% | 24,068 SH | Decreased-7,511 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $2.3M | 1.8%Prev: 1.7% | 27,815 SH | Decreased-60 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $377K | 0.3%Prev: 0.2% | 4,728 SH | Increased+1,262 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $5.3M | 4.1%Prev: 4.0% | 85,612 SH | Decreased-5,847 SH |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | $203K | 0.2%Prev: 0.2% | 2,000 SH | Decreased-603 SH |
| XPO INC | COM | $868K | 0.7%Prev: 0.6% | 6,385 SH | Increased |
| 13F-HR |
| 0001910934-26-000004 |
| $134.5M |
| View |
| Jul 21, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003995 | $125.6M | View |
| Apr 29, 2026 | Q1 2026 | 13F-HR | 0001910934-26-000002 | $131.0M | View |
| Apr 17, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002167 | $110.4M | View |