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CIK 0001737112 • 6 13F filings • May 7, 2025 – Aug 5, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $683K | 0.0%Prev: 0.0% | 2,183 SH | Increased-503 SH |
| ALPHABET INC | CAP STK CL C | $575K | 0.0%Prev: 0.0% | 1,831 SH | Increased-406 SH |
| AMAZON COM INC | COM | $858K | 0.1%Prev: 0.1% | 3,719 SH | Increased+361 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $213K | 0.0%Prev: 0.0% | 2,766 SH | Increased+17 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $12.7M | 0.9%Prev: 0.9% | 154,322 SH | Increased-1,544 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $481K | 0.0%Prev: 0.0% | 5,120 SH | Increased+946 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $452K | 0.0%Prev: 0.0% | 4,044 SH | Increased+263 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $343K | 0.0% | 4,523 SH | New |
| AMERICAN CENTY ETF TR | US SML CP VALU | $11.7M | 0.8%Prev: 0.7% | 114,577 SH | Increased+16,099 SH |
| APPLE INC | COM | $1.6M | 0.1%Prev: 0.1% | 6,044 SH | Decreased-1,034 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $755K | 0.1%Prev: 0.1% | 1 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.3M | 0.2%Prev: 0.2% | 4,655 SH | Decreased-33 SH |
| BROADCOM INC | COM | $507K | 0.0%Prev: 0.0% | 1,465 SH | Increased+137 SH |
| DBX ETF TR | XTRACK MSCI EAFE | $504K | 0.0% | 10,469 SH | New |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $475K | 0.0% | 11,164 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $7.9M | 0.5%Prev: 0.5% | 240,175 SH | Increased+11,751 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $1.5M | 0.1%Prev: 0.1% | 29,623 SH | Increased+1,065 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $27.3M | 1.9%Prev: 1.8% | 791,288 SH | Increased+35,952 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $1.0M | 0.1% | 21,519 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $35.5M | 2.4%Prev: 2.3% | 896,946 SH | Increased+60,481 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $21.4M | 1.5%Prev: 1.4% | 562,375 SH | Increased+48,026 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $7.1M | 0.5%Prev: 0.4% | 152,015 SH | Increased+24,049 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $16.5M | 1.1%Prev: 1.2% | 237,201 SH | Increased+4,708 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $398K | 0.0%Prev: 0.0% | 12,109 SH | Increased+293 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $9.1M | 0.6%Prev: 0.6% | 152,294 SH | Increased+12,910 SH |
| ELI LILLY & CO | COM | $349K | 0.0%Prev: 0.0% | 325 SH | Increased+26 SH |
| INVESCO QQQ TR | UNIT SER 1 | $339K | 0.0%Prev: 0.0% | 551 SH | Increased+12 SH |
| ISHARES INC | CORE MSCI EMKT | $6.0M | 0.4%Prev: 0.4% | 89,404 SH | Increased+3,637 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $8.5M | 0.6%Prev: 0.6% | 83,383 SH | Increased+7,008 SH |
| ISHARES TR | CORE 1 5 YR USD | $4.6M | 0.3%Prev: 0.3% | 94,072 SH | Increased+2,271 SH |
| ISHARES TR | CORE S&P MCP ETF | $104.2M | 7.1%Prev: 7.0% | 1,578,398 SH | Increased+89,867 SH |
| ISHARES TR | CORE S&P SCP ETF | $23.0M | 1.6%Prev: 1.5% | 191,033 SH | Increased+11,119 SH |
| ISHARES TR | CORE S&P US VLU | $11.5M | 0.8%Prev: 0.8% | 112,344 SH | Increased-926 SH |
| ISHARES TR | CORE S&P500 ETF | $16.4M | 1.1%Prev: 1.2% | 23,966 SH | Increased+224 SH |
| ISHARES TR | CORE US AGGBD ET | $22.0M | 1.5%Prev: 1.5% | 219,891 SH | Increased+9,007 SH |
| ISHARES TR | ISHS 1-5YR INVS | $25.7M | 1.8%Prev: 1.8% | 486,755 SH | Increased+6,407 SH |
| ISHARES TR | ISHS 5-10YR INVT | $216K | 0.0%Prev: 0.0% | 4,007 SH | Decreased |
| ISHARES TR | MBS ETF | $56.9M | 3.9%Prev: 3.7% | 597,581 SH | Increased+58,624 SH |
| ISHARES TR | MORNINGSTR US EQ | $312K | 0.0%Prev: 0.0% | 3,306 SH | Increased |
| ISHARES TR | MSCI EAFE ETF | $780K | 0.1%Prev: 0.0% | 8,127 SH | Increased+4,789 SH |
| ISHARES TR | MSCI USA QLT FCT | $15.4M | 1.0%Prev: 1.0% | 77,301 SH | Increased+4,154 SH |
| ISHARES TR | NATIONAL MUN ETF | $37.6M | 2.6%Prev: 2.6% | 351,298 SH | Increased+12,434 SH |
| ISHARES TR | RUS 1000 ETF | $2.7M | 0.2% | 7,304 SH | New |
| ISHARES TR | RUS 1000 VAL ETF | $877K | 0.1%Prev: 0.1% | 4,171 SH | Increased-29 SH |
| ISHARES TR | RUS 2000 VAL ETF | $442K | 0.0%Prev: 0.0% | 2,440 SH | Increased-8 SH |
| ISHARES TR | RUS MID CAP ETF | $391K | 0.0%Prev: 0.0% | 4,065 SH | Decreased |
| ISHARES TR | RUSSELL 2000 ETF | $1.0M | 0.1%Prev: 0.1% | 4,200 SH | Increased+553 SH |
| ISHARES TR | RUSSELL 3000 ETF | $4.7M | 0.3%Prev: 0.3% | 12,175 SH | Decreased-491 SH |
| ISHARES TR | S&P 500 VAL ETF | $22.7M | 1.5%Prev: 1.6% | 106,970 SH | Decreased-2,905 SH |
| ISHARES TR | S&P MC 400VL ETF | $15.8M | 1.1%Prev: 1.1% | 120,056 SH | Increased-104 SH |
| ISHARES TR | SHRT NAT MUN ETF | $6.2M | 0.4%Prev: 0.5% | 57,779 SH | Decreased-7,974 SH |
| ISHARES TR | SP SMCP600VL ETF | $4.9M | 0.3%Prev: 0.4% | 42,858 SH | Increased-954 SH |
| ISHARES TR | TIPS BD ETF | $14.6M | 1.0%Prev: 1.1% | 133,199 SH | Decreased-715 SH |
| JPMORGAN CHASE & CO. | COM | $443K | 0.0%Prev: 0.0% | 1,374 SH | Decreased-160 SH |
| MASTERCARD INCORPORATED | CL A | $202K | 0.0%Prev: 0.0% | 354 SH | Decreased-43 SH |
| META PLATFORMS INC | CL A | $553K | 0.0%Prev: 0.0% | 838 SH | Decreased+18 SH |
| MICROSOFT CORP | COM | $1.5M | 0.1%Prev: 0.1% | 3,017 SH | Decreased-103 SH |
| NVIDIA CORPORATION | COM | $1.9M | 0.1%Prev: 0.1% | 10,254 SH | Decreased-370 SH |
| PIMCO ETF TR | 1-5 US TIP IDX | $4.2M | 0.3%Prev: 0.3% | 78,868 SH | Decreased-6,746 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $1.5M | 0.1%Prev: 0.1% | 33,329 SH | Increased-424 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $359K | 0.0%Prev: 0.0% | 14,938 SH | Increased |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $631K | 0.0%Prev: 0.0% | 19,334 SH | Decreased-1,053 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $245K | 0.0%Prev: 0.0% | 8,275 SH | Increased |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $19.6M | 1.3%Prev: 1.4% | 728,336 SH | Increased-7,824 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $20.2M | 1.4%Prev: 1.4% | 670,307 SH | Increased-4,674 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $11.6M | 0.8%Prev: 0.8% | 408,365 SH | Increased-4,482 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $58.5M | 4.0%Prev: 3.9% | 2,206,735 SH | Increased+216,519 SH |
| SPDR INDEX SHS FDS | MSCI EMRG MKTS | $332K | 0.0%Prev: 0.0% | 5,015 SH | Decreased |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $226K | 0.0% | 4,828 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $45.6M | 3.1%Prev: 3.4% | 66,871 SH | Decreased-2,844 SH |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $11.2M | 0.8%Prev: 0.8% | 18,573 SH | Decreased-279 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $215.8M | 14.7% | 3,326,331 SH | New |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | $15.2M | 1.0%Prev: 1.1% | 74,136 SH | Increased-641 SH |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 VAL | $11.8M | 0.8%Prev: 0.9% | 116,480 SH | Decreased-1,255 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $21.1M | 1.4%Prev: 1.5% | 268,024 SH | Increased+13,512 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $101.0M | 6.9%Prev: 6.8% | 1,362,944 SH | Increased+98,264 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $220K | 0.0% | 451 SH | New |
| VANGUARD INDEX FDS | LARGE CAP ETF | $1.2M | 0.1%Prev: 0.1% | 3,674 SH | Increased+49 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $15.9M | 1.1%Prev: 1.1% | 89,461 SH | Increased+43 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $1.1M | 0.1%Prev: 0.1% | 3,924 SH | Decreased-89 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $1.5M | 0.1%Prev: 0.1% | 16,813 SH | Decreased-35 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $159.0M | 10.8%Prev: 10.9% | 253,536 SH | Increased+6,616 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $5.2M | 0.4%Prev: 0.4% | 24,507 SH | Increased+11 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $656K | 0.0%Prev: 0.0% | 2,541 SH | Increased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.2M | 0.1%Prev: 0.1% | 3,513 SH | Increased-22 SH |
| VANGUARD INDEX FDS | VALUE ETF | $15.6M | 1.1%Prev: 1.1% | 81,790 SH | Increased-701 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $4.3M | 0.3%Prev: 0.3% | 79,115 SH | Decreased+334 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $421K | 0.0%Prev: 0.0% | 2,988 SH | Decreased-94 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $4.2M | 0.3%Prev: 0.3% | 85,530 SH | Decreased-19 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $74.8M | 5.1%Prev: 4.8% | 1,486,795 SH | Increased+151,071 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $303K | 0.0%Prev: 0.0% | 3,616 SH | Decreased-500 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $2.0M | 0.1%Prev: 0.1% | 42,449 SH | Increased+661 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $65.3M | 4.4%Prev: 4.3% | 819,525 SH | Increased+73,823 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $826K | 0.1%Prev: 0.1% | 3,760 SH | Increased |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.9M | 0.1%Prev: 0.1% | 30,798 SH | Increased |
| VISA INC | COM CL A | $231K | 0.0%Prev: 0.0% | 660 SH | Decreased-90 SH |
| WALMART INC | COM | $246K | 0.0%Prev: 0.0% | 2,204 SH | Decreased-242 SH |
| WISDOMTREE TR | US LARGECAP DIVD | $657K | 0.0%Prev: 0.0% | 7,456 SH | Increased |
| 13F-HR |
| 0001737112-26-000005 |
| $1.64B |
| View |
| Jul 29, 2025 | Q2 2025 | 13F-HR | 0001737112-25-000007 | $1.29B | View |
| May 4, 2026 | Q1 2026 | 13F-HR | 0001737112-26-000003 | $1.49B | View |
| May 7, 2025 | Q1 2025 | 13F-HR | 0001737112-25-000005 | $1.22B | View |