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CIK 0002049542 • 2 13F filings • Apr 21, 2025 – Aug 12, 2025
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Past 2 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AGNC INVT CORP | COM | $95K | 0.0%Prev: 0.1% | 10,290 SH | Decreased |
| APPLE INC | COM | $1.1M | 0.5%Prev: 0.6% | 5,444 SH | Decreased+391 SH |
| AT&T INC | COM | $408K | 0.2%Prev: 0.2% | 14,114 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $795K | 0.4%Prev: 0.5% | 1,636 SH | Decreased+98 SH |
| BROADCOM INC | COM | $610K | 0.3% | 2,213 SH | New |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | $265K | 0.1%Prev: 0.1% | 8,300 SH | Increased |
| CHEVRON CORP NEW | COM | $451K | 0.2%Prev: 0.3% | 3,151 SH | Decreased-4 SH |
| COSTCO WHSL CORP NEW | COM | $1.1M | 0.5%Prev: 0.4% | 1,092 SH | Increased+349 SH |
| CSX CORP | COM | $228K | 0.1%Prev: 0.1% | 6,997 SH | Increased |
| CUMMINS INC | COM | $201K | 0.1% | 613 SH | New |
| DBX ETF TR | XTRACK MSCI EAFE | $449K | 0.2% | 10,260 SH | New |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $5.0M | 2.5%Prev: 2.2% | 173,904 SH | Increased+27,648 SH |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $2.3M | 1.1%Prev: 1.4% | 58,836 SH | Decreased-9,299 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $3.5M | 1.7%Prev: 1.6% | 81,944 SH | Increased+8,830 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $4.0M | 2.0%Prev: 2.1% | 116,478 SH | Increased+1,374 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $4.4M | 2.2%Prev: 2.0% | 149,782 SH | Increased+18,584 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $4.0M | 1.9%Prev: 1.7% | 134,056 SH | Increased+15,890 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $1.8M | 0.9%Prev: 0.3% | 37,726 SH | Increased+28,146 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $9.5M | 4.6%Prev: 4.9% | 223,965 SH | Increased+1,947 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $210K | 0.1%Prev: 0.3% | 5,848 SH | Decreased-9,773 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $350K | 0.2%Prev: 0.2% | 5,225 SH | Increased+753 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $603K | 0.3%Prev: 0.3% | 16,971 SH | Increased-310 SH |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $9.6M | 4.7%Prev: 4.6% | 309,250 SH | Increased+42,887 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $3.1M | 1.5%Prev: 1.7% | 72,297 SH | Increased |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $2.8M | 1.4%Prev: 1.3% | 96,789 SH | Increased+13,233 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $2.9M | 1.4%Prev: 1.6% | 74,747 SH | Increased-3,371 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $627K | 0.3%Prev: 0.4% | 11,612 SH | Decreased-782 SH |
| ELI LILLY & CO | COM | $316K | 0.2% | 406 SH | New |
| EXXON MOBIL CORP | COM | $478K | 0.2%Prev: 0.3% | 4,430 SH | Decreased-1 SH |
| FIRST TR EXCH TRADED FD III | MUNI HI INCM ETF | $2.5M | 1.2%Prev: 1.1% | 54,388 SH | Increased+12,916 SH |
| FIRST TR EXCHANGE TRADED FD | NASD TECH DIV | $263K | 0.1% | 2,915 SH | New |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | $772K | 0.4%Prev: 0.4% | 8,490 SH | Increased |
| GRAINGER W W INC | COM | $373K | 0.2% | 359 SH | New |
| ISHARES INC | MSCI GBL MIN VOL | $643K | 0.3%Prev: 0.4% | 5,424 SH | Increased-61 SH |
| ISHARES TR | CORE 60/40 BALAN | $1.1M | 0.5%Prev: 0.6% | 17,246 SH | Increased-895 SH |
| ISHARES TR | EAFE GRWTH ETF | $480K | 0.2%Prev: 0.2% | 4,282 SH | Increased+109 SH |
| ISHARES TR | EAFE SML CP ETF | $718K | 0.3%Prev: 0.4% | 9,877 SH | Increased |
| ISHARES TR | EAFE VALUE ETF | $754K | 0.4%Prev: 0.4% | 11,873 SH | Increased-44 SH |
| ISHARES TR | ESG AW MSCI EAFE | $447K | 0.2% | 5,015 SH | New |
| ISHARES TR | ESG AWARE 60/40 | $215K | 0.1% | 6,414 SH | New |
| ISHARES TR | ESG AWARE MSCI | $1.2M | 0.6%Prev: 0.8% | 30,065 SH | Decreased-6,316 SH |
| ISHARES TR | ESG AWR MSCI USA | $246K | 0.1% | 1,815 SH | New |
| ISHARES TR | ESG AWR US AGRGT | $1.0M | 0.5%Prev: 0.6% | 21,715 SH | Increased+756 SH |
| ISHARES TR | ESG MSCI LEADR | $947K | 0.5%Prev: 0.5% | 8,744 SH | Increased |
| ISHARES TR | FALN ANGLS USD | $3.6M | 1.8%Prev: 1.8% | 132,404 SH | Increased+14,484 SH |
| ISHARES TR | MSCI EAFE MIN VL | $2.5M | 1.2%Prev: 1.2% | 29,801 SH | Increased+3,841 SH |
| ISHARES TR | NEW YORK MUN ETF | $220K | 0.1%Prev: 0.1% | 4,211 SH | Decreased |
| ISHARES TR | RUS MD CP GR ETF | $451K | 0.2%Prev: 0.2% | 3,249 SH | Increased |
| J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | $4.8M | 2.3%Prev: 2.4% | 89,954 SH | Increased+11,999 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $264K | 0.1%Prev: 0.2% | 4,640 SH | Decreased |
| J P MORGAN EXCHANGE TRADED F | HEDGED EQUITY LA | $973K | 0.5%Prev: 0.5% | 15,545 SH | Increased+526 SH |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | $4.7M | 2.3%Prev: 2.1% | 101,567 SH | Increased+22,483 SH |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $7.2M | 3.5%Prev: 4.3% | 144,916 SH | Decreased-6,128 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $1.4M | 0.7%Prev: 0.7% | 28,374 SH | Increased+3,164 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $911K | 0.4%Prev: 0.5% | 17,896 SH | Increased+435 SH |
| JAZZ PHARMACEUTICALS PLC | SHS USD | $318K | 0.2%Prev: 0.2% | 3,000 SH | Decreased |
| KALVISTA PHARMACEUTICALS INC | COM | $115K | 0.1%Prev: 0.1% | 10,168 SH | Decreased |
| META PLATFORMS INC | CL A | $1.0M | 0.5%Prev: 0.4% | 1,376 SH | Increased+270 SH |
| MICROSOFT CORP | COM | $1.5M | 0.7%Prev: 0.6% | 3,008 SH | Increased+290 SH |
| NVIDIA CORPORATION | COM | $901K | 0.4%Prev: 0.1% | 5,702 SH | Increased+3,690 SH |
| PIMCO ETF TR | INTER MUN BD ACT | $4.6M | 2.2%Prev: 2.6% | 89,065 SH | Decreased+239 SH |
| PIMCO ETF TR | INV GRD CRP BD | $6.1M | 3.0%Prev: 3.2% | 62,696 SH | Increased+4,811 SH |
| SCHWAB STRATEGIC TR | INTERNL DIVID | $5.0M | 2.4%Prev: 2.5% | 181,686 SH | Increased+11,211 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $437K | 0.2%Prev: 0.3% | 18,799 SH | Decreased-248 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $880K | 0.4%Prev: 0.5% | 36,912 SH | Increased-3,887 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $5.0M | 2.4%Prev: 2.8% | 188,118 SH | Increased+14,429 SH |
| STOCK YDS BANCORP INC | COM | $1.8M | 0.9%Prev: 0.9% | 23,179 SH | Increased |
| VANGUARD BD INDEX FDS | INTERMED TERM | $273K | 0.1%Prev: 0.2% | 3,525 SH | Increased |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $1.0M | 0.5%Prev: 0.7% | 13,909 SH | Decreased-1,938 SH |
| VANGUARD CALIF TAX FREE FDS | TAX EXEMPT BD FD | $286K | 0.1% | 2,935 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $7.0M | 3.4%Prev: 2.0% | 15,860 SH | Increased+6,234 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $328K | 0.2%Prev: 0.2% | 1,148 SH | Increased+77 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $354K | 0.2%Prev: 0.2% | 1,264 SH | Increased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.9M | 0.9%Prev: 0.9% | 3,369 SH | Increased+458 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $1.1M | 0.5%Prev: 0.6% | 5,671 SH | Increased-78 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $296K | 0.1%Prev: 0.2% | 1,249 SH | Increased-11 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $1.5M | 0.8%Prev: 0.4% | 5,567 SH | Increased+2,591 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $23.1M | 11.3%Prev: 11.1% | 76,113 SH | Increased+5,076 SH |
| VANGUARD INDEX FDS | VALUE ETF | $2.9M | 1.4%Prev: 1.5% | 16,499 SH | Increased+918 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $4.1M | 2.0%Prev: 2.2% | 82,638 SH | Increased-1,329 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $983K | 0.5%Prev: 0.4% | 20,045 SH | Increased+4,811 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.7M | 0.8%Prev: 0.9% | 8,076 SH | Increased+103 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $9.5M | 4.6%Prev: 4.6% | 137,209 SH | Increased+7,408 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $279K | 0.1%Prev: 0.1% | 4,902 SH | Increased+963 SH |
| VANGUARD WELLINGTON FD | US MINIMUM | $9.3M | 4.5%Prev: 4.7% | 72,404 SH | Increased+6,780 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $2.9M | 1.4%Prev: 1.6% | 21,509 SH | Increased+19 SH |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $232K | 0.1%Prev: 0.1% | 2,570 SH | Increased |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $2.2M | 1.1%Prev: 1.2% | 27,901 SH | Increased-113 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $2.5M | 1.2%Prev: 1.7% | 38,239 SH | Decreased-10,979 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $2.5M | 1.2%Prev: 1.6% | 23,234 SH | Decreased-4,552 SH |
| VANGUARD WORLD FD | INF TECH ETF | $394K | 0.2%Prev: 0.2% | 594 SH | Increased+23 SH |