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CIK 0002079098 • 3 13F filings • Feb 17, 2026 – Aug 14, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $570K | 0.2%Prev: 0.1% | 1,834 SH | Decreased-43 SH |
| ALPHABET INC | CAP STK CL C | $389K | 0.1%Prev: 0.1% | 1,249 SH | Decreased+46 SH |
| AMAZON COM INC | COM | $5.2M | 1.5%Prev: 1.4% | 25,391 SH | Decreased-4,089 SH |
| AMGEN INC | COM | $248K | 0.1%Prev: 0.1% | 677 SH | Decreased-15 SH |
| APPLE INC | COM | $5.8M | 1.7%Prev: 1.3% | 20,902 SH | Decreased-1,802 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.4M | 0.4%Prev: 0.3% | 2,708 SH | Decreased-122 SH |
| BOEING CO | COM | $3.9M | 1.1%Prev: 0.7% | 16,321 SH | Increased-13 SH |
| CATERPILLAR INC | COM | $239K | 0.1%Prev: 0.1% | 308 SH | Decreased-8 SH |
| COSTCO WHSL CORP NEW | COM | $2.3M | 0.7% | 2,393 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $148.7M | 44.3%Prev: 34.1% | 3,098,598 SH | Decreased-160,999 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $58.6M | 17.4%Prev: 12.1% | 1,606,224 SH | Decreased-20,025 SH |
| FIDELITY MERRIMACK STR TR | SYSTEMATIC MUN | $653K | 0.2% | 12,868 SH | New |
| HALLIBURTON CO | COM | $246K | 0.1% | 7,008 SH | New |
| HONEYWELL INTL INC | COM | $332K | 0.1% | 1,367 SH | New |
| ISHARES TR | CORE MSCI TOTAL | $340K | 0.1%Prev: 6.2% | 3,653 SH | Decreased-317,167 SH |
| ISHARES TR | CORE S&P500 ETF | $1.6M | 0.5%Prev: 0.4% | 2,367 SH | Decreased-126 SH |
| ISHARES TR | RUS 1000 VAL ETF | $801K | 0.2%Prev: 0.2% | 3,565 SH | Decreased-14 SH |
| JANUS DETROIT STR TR | HENDERSN SML ETF | $32.9M | 9.8%Prev: 4.0% | 380,103 SH | Increased+182,836 SH |
| JOHNSON & JOHNSON | COM | $1.7M | 0.5%Prev: 0.3% | 6,891 SH | Decreased+104 SH |
| JPMORGAN CHASE & CO. | COM | $473K | 0.1% | 1,521 SH | New |
| META PLATFORMS INC | CL A | $240K | 0.1%Prev: 0.1% | 359 SH | Decreased-153 SH |
| MFS ACTIVE EXCHANGE TRADED F | INTERNATINL ETF | $2.5M | 0.8%Prev: 0.4% | 79,234 SH | Increased+11,643 SH |
| MFS ACTIVE EXCHANGE TRADED F | VALUE ETF | $2.3M | 0.7%Prev: 0.5% | 81,884 SH | Increased+2,228 SH |
| MICROSOFT CORP | COM | $29.8M | 8.9%Prev: 5.8% | 73,575 SH | Increased-3,008 SH |
| NETFLIX INC | COM | $277K | 0.1% | 3,484 SH | New |
| NVIDIA CORPORATION | COM | $4.4M | 1.3%Prev: 1.0% | 23,411 SH | Decreased-1,496 SH |
| PFIZER INC | COM | $517K | 0.2%Prev: 0.1% | 18,626 SH | Increased-111 SH |
| PHILLIPS EDISON & CO INC | COMMON STOCK | $1.0M | 0.3%Prev: 0.2% | 26,823 SH | Decreased-596 SH |
| SPDR GOLD TR | GOLD SHS | $859K | 0.3%Prev: 0.1% | 1,837 SH | Increased+128 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $1.6M | 0.5% | 2,287 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $204K | 0.1% | 2,235 SH | New |
| STARBUCKS CORP | COM | $1.9M | 0.6%Prev: 0.4% | 18,923 SH | Decreased+323 SH |
| T ROWE PRICE ETF INC | PRICE BLUE CHIP | $18.5M | 5.5% | 390,587 SH | New |
| TESLA INC | COM | $2.9M | 0.8%Prev: 0.6% | 6,659 SH | Increased+121 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $674K | 0.2% | 1,059 SH | New |
| VANGUARD INDEX FDS | VALUE ETF | $901K | 0.3%Prev: 0.2% | 4,355 SH | Decreased |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $240K | 0.1%Prev: 0.1% | 1,046 SH | Decreased |
| VANGUARD STAR FDS | VG TL INTL STK F | $342K | 0.1% | 4,125 SH | New |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $547K | 0.2%Prev: 0.1% | 3,498 SH | Decreased |
| 13F-HR |
| 0002079098-26-000002 |
| $315.6M |
| View |