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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 | $349K | 0.3%Prev: 0.3% | 1,603 SH | Increased |
| AMERICAN CENTY ETF TR | AVANTIS CORE FI | $1.3M | 1.0% | 32,091 SH | New |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | $248K | 0.2% | 4,130 SH | New |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | $293K | 0.2%Prev: 0.2% | 3,920 SH | Increased |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $1.9M | 1.4%Prev: 1.0% | 22,265 SH | Increased+5,835 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $360K | 0.3%Prev: 0.2% | 3,605 SH | Increased-280 SH |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | $1.7M | 1.3%Prev: 1.1% | 39,425 SH | Increased+11,389 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $2.3M | 1.8%Prev: 1.0% | 20,999 SH | Increased+8,705 SH |
| APPLE INC | COM | $218K | 0.2% | 858 SH | New |
| BANK AMERICA CORP | COM | $382K | 0.3%Prev: 0.5% | 7,837 SH | Decreased-4,907 SH |
| CHEVRON CORPORATION | COM | $380K | 0.3% | 1,839 SH | New |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $201K | 0.2% | 3,811 SH | New |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $2.0M | 1.5%Prev: 1.4% | 51,748 SH | Increased+2,455 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $389K | 0.3%Prev: 0.3% | 10,960 SH | Increased+232 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $483K | 0.4%Prev: 0.2% | 10,070 SH | Increased+4,870 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $2.4M | 1.8%Prev: 1.7% | 33,693 SH | Increased+3,170 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $1.6M | 1.2%Prev: 1.1% | 46,307 SH | Increased-448 SH |
| EXXON MOBIL CORP | COM | $209K | 0.2% | 1,234 SH | New |
| FIDELITY COVINGTON TRUST | MSCI RL EST ETF | $1.1M | 0.8%Prev: 1.1% | 40,892 SH | Decreased-1,983 SH |
| FIDELITY MERRIMACK STR TR | SYSTEMATIC MUN | $2.2M | 1.7% | 44,768 SH | New |
| GLOBAL X FDS | 1-3 MONTH T-BILL | $3.6M | 2.7%Prev: 1.2% | 35,548 SH | Increased+22,593 SH |
| GXO LOGISTICS INCORPORATED | COMMON STOCK | $314K | 0.2%Prev: 0.2% | 6,055 SH | Increased |
| ISHARES INC | CORE MSCI EMKT | $5.7M | 4.3%Prev: 4.1% | 81,403 SH | Increased-1,826 SH |
| ISHARES TR | 0-5YR INVT GR CP | $2.5M | 1.9%Prev: 1.3% | 49,850 SH | Increased+21,466 SH |
| ISHARES TR | CALIF MUN BD ETF | $474K | 0.4%Prev: 0.4% | 8,337 SH | Increased |
| ISHARES TR | CORE 1 5 YR USD | $241K | 0.2% | 4,979 SH | New |
| ISHARES TR | CORE MSCI EAFE | $10.8M | 8.2%Prev: 8.3% | 118,985 SH | Increased-2,744 SH |
| ISHARES TR | CORE MSCI TOTAL | $1.0M | 0.8%Prev: 0.8% | 11,669 SH | Increased-878 SH |
| ISHARES TR | CORE S&P TTL STK | $25.1M | 19.2%Prev: 20.6% | 176,509 SH | Increased-9,728 SH |
| ISHARES TR | CORE S&P US VLU | $2.5M | 1.9%Prev: 2.0% | 24,491 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $1.2M | 0.9%Prev: 0.8% | 1,826 SH | Increased+197 SH |
| ISHARES TR | CORE UNIVRSL USD | $3.8M | 2.9% | 81,398 SH | New |
| ISHARES TR | CORE US AGGBD ET | $353K | 0.3%Prev: 0.2% | 3,556 SH | Increased+1,436 SH |
| ISHARES TR | IBOXX INV CP ETF | $947K | 0.7%Prev: 0.9% | 8,686 SH | Decreased-264 SH |
| ISHARES TR | NATIONAL MUN ETF | $4.5M | 3.4%Prev: 3.7% | 42,179 SH | Increased+3,506 SH |
| ISHARES TR | RUS TP200 GR ETF | $284K | 0.2%Prev: 0.3% | 1,142 SH | Decreased-537 SH |
| ISHARES TR | SHRT NAT MUN ETF | $5.8M | 4.4%Prev: 5.3% | 54,582 SH | Decreased-1,251 SH |
| ISHARES TR | SP SMCP600VL ETF | $250K | 0.2%Prev: 0.2% | 2,114 SH | Decreased-482 SH |
| JPMORGAN CHASE & CO | COM | $342K | 0.3% | 1,162 SH | New |
| MICROSOFT CORP | COM | $273K | 0.2%Prev: 0.2% | 739 SH | Increased+148 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $300K | 0.2% | 2,048 SH | New |
| PARKER-HANNIFIN CORP | COM | $960K | 0.7% | 1,072 SH | New |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | $483K | 0.4%Prev: 0.4% | 10,338 SH | Increased-600 SH |
| SPDR INDEX SHS FDS | STATE STREET SPD | $4.0M | 3.1% | 85,216 SH | New |
| TESLA INC | COM | $1.0M | 0.8%Prev: 0.7% | 2,802 SH | Increased-287 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $1.6M | 1.2%Prev: 1.5% | 20,863 SH | Decreased-1,435 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $538K | 0.4%Prev: 0.5% | 6,861 SH | Decreased-327 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $1.2M | 0.9%Prev: 1.1% | 15,677 SH | Decreased-198 SH |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $976K | 0.7%Prev: 0.6% | 19,595 SH | Increased+5,234 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $1.5M | 1.2%Prev: 1.6% | 5,144 SH | Decreased-1,592 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $286K | 0.2%Prev: 0.3% | 3,225 SH | Decreased-94 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $796K | 0.6%Prev: 0.6% | 3,666 SH | Increased+71 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $2.3M | 1.7%Prev: 2.2% | 8,735 SH | Decreased-2,215 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $7.6M | 5.8%Prev: 7.0% | 23,605 SH | Decreased-4,354 SH |
| VANGUARD INDEX FDS | VALUE ETF | $731K | 0.6%Prev: 0.5% | 3,726 SH | Increased+333 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $1.1M | 0.8%Prev: 0.8% | 14,783 SH | Increased-457 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $2.7M | 2.1%Prev: 2.0% | 50,185 SH | Increased+1,086 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $465K | 0.4%Prev: 0.4% | 5,637 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $956K | 0.7%Prev: 1.2% | 6,558 SH | Decreased-4,579 SH |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | $536K | 0.4%Prev: 0.5% | 12,066 SH | Decreased-2,767 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.2M | 0.9%Prev: 1.3% | 23,968 SH | Decreased-4,719 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $2.3M | 1.7%Prev: 2.2% | 27,248 SH | Decreased-2,416 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $365K | 0.3%Prev: 0.3% | 4,607 SH | Increased+969 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $5.7M | 4.3%Prev: 4.3% | 88,216 SH | Increased-4,197 SH |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | $202K | 0.2% | 2,000 SH | New |
| XPO INC | COM | $1.2M | 0.9%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 |