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CIK 0002110693 • 3 13F filings • Feb 17, 2026 – Aug 3, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVANTIS ALL EQT | $2.2M | 1.9%Prev: 2.1% | 29,174 SH | Decreased-3,029 SH |
| AMERICAN CENTY ETF TR | AVANTIS ALL INT | $209K | 0.2%Prev: 0.2% | 2,792 SH | Decreased |
| AMERICAN CENTY ETF TR | AVANTIS CORE FI | $4.1M | 3.5%Prev: 3.2% | 97,874 SH | Decreased-5,431 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $2.9M | 2.5%Prev: 2.8% | 38,194 SH | Decreased+331 SH |
| AMERICAN CENTY ETF TR | AVANTIS SHFXDINC | $4.3M | 3.7%Prev: 3.4% | 91,565 SH | Decreased-5,473 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $4.8M | 4.1%Prev: 4.0% | 57,890 SH | Decreased-1,709 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $2.4M | 2.1%Prev: 2.0% | 25,634 SH | Decreased+108 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $14.6M | 12.6%Prev: 13.1% | 130,194 SH | Decreased-5,220 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $4.3M | 3.7%Prev: 4.0% | 41,955 SH | Decreased+114 SH |
| APPLE INC | COM | $414K | 0.4%Prev: 0.3% | 1,524 SH | Decreased-50 SH |
| COLGATE PALMOLIVE CO | COM | $1.5M | 1.3%Prev: 1.3% | 19,243 SH | Decreased |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $4.0M | 3.4%Prev: 3.9% | 117,736 SH | Decreased-1,677 SH |
| DIMENSIONAL ETF TRUST | GLOBAL EX US COR | $3.1M | 2.7% | 58,943 SH | New |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | $723K | 0.6%Prev: 0.6% | 13,959 SH | Decreased-1,984 SH |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $4.1M | 3.5%Prev: 3.3% | 98,448 SH | Decreased-7,682 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $2.5M | 2.1%Prev: 2.0% | 49,583 SH | Decreased+241 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $1.6M | 1.4%Prev: 1.4% | 50,554 SH | Decreased-2,690 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $424K | 0.4% | 8,838 SH | New |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | $1.8M | 1.5% | 35,177 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $12.2M | 10.5% | 308,747 SH | New |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $874K | 0.8% | 11,790 SH | New |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $3.3M | 2.8% | 86,818 SH | New |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $4.6M | 3.9% | 133,406 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $4.4M | 3.8%Prev: 3.8% | 94,624 SH | Decreased+3,371 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $270K | 0.2%Prev: 0.2% | 3,869 SH | Decreased |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $296K | 0.3%Prev: 0.3% | 4,978 SH | Decreased |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $3.8M | 3.3%Prev: 3.0% | 117,110 SH | Decreased+8,913 SH |
| EA SERIES TRUST | ALPHA ARCHITECT | $609K | 0.5%Prev: 0.4% | 6,784 SH | Increased+619 SH |
| GREIF INC | CL A | $407K | 0.4%Prev: 0.3% | 5,963 SH | Decreased+148 SH |
| ISHARES INC | ESG AWR MSCI EM | $344K | 0.3%Prev: 0.3% | 7,791 SH | Decreased+228 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $736K | 0.6% | 7,337 SH | New |
| ISHARES TR | 0-5 YR TIPS ETF | $1.7M | 1.4%Prev: 1.3% | 16,147 SH | Decreased-496 SH |
| ISHARES TR | 3YRTB ETF | $1.2M | 1.0%Prev: 0.9% | 16,020 SH | Decreased-676 SH |
| ISHARES TR | EAFE VALUE ETF | $994K | 0.9%Prev: 0.8% | 13,913 SH | Decreased+65 SH |
| ISHARES TR | GNMA BOND ETF | $1.6M | 1.4%Prev: 1.2% | 35,517 SH | Decreased-1,491 SH |
| ISHARES TR | ISHS 1-5YR INVS | $1.2M | 1.0%Prev: 0.9% | 22,079 SH | Decreased-1,079 SH |
| ISHARES TR | MBS ETF | $582K | 0.5%Prev: 0.4% | 6,112 SH | Increased+8 SH |
| ISHARES TR | MSCI INTL MOMENT | $1.1M | 0.9%Prev: 0.9% | 21,973 SH | Decreased-6 SH |
| ISHARES TR | MSCI USA MMENTM | $1.5M | 1.3%Prev: 1.6% | 6,033 SH | Decreased-40 SH |
| ISHARES TR | TIPS BD ETF | $1.1M | 1.0%Prev: 0.9% | 10,130 SH | Decreased-546 SH |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | $311K | 0.3%Prev: 0.3% | 6,904 SH | Decreased+7 SH |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | $645K | 0.6%Prev: 0.6% | 14,446 SH | Decreased-1,899 SH |
| PACER FDS TR | CASH COWS ETF | $214K | 0.2%Prev: 0.2% | 4,805 SH | Decreased |
| SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | $229K | 0.2% | 6,354 SH | New |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $252K | 0.2%Prev: 0.2% | 5,570 SH | Decreased+10 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US B | $759K | 0.7%Prev: 0.7% | 28,553 SH | Decreased-68 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $922K | 0.8%Prev: 0.7% | 37,842 SH | Increased+462 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $312K | 0.3%Prev: 0.3% | 11,912 SH | Decreased-663 SH |
| SIMPLIFY EXCHANGE TRADED FUN | US EQT PLS DWNSD | $499K | 0.4%Prev: 0.3% | 12,708 SH | Increased+1,850 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $1.0M | 0.9%Prev: 0.8% | 21,389 SH | Decreased-1,184 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $210K | 0.2%Prev: 0.2% | 335 SH | Decreased-2 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $236K | 0.2%Prev: 0.2% | 917 SH | Decreased-5 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $206K | 0.2%Prev: 0.2% | 613 SH | Decreased-134 SH |
| VANGUARD INDEX FDS | VALUE ETF | $2.7M | 2.3%Prev: 2.4% | 14,182 SH | Decreased-50 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $219K | 0.2%Prev: 0.3% | 1,555 SH | Decreased-1,143 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $2.3M | 2.0%Prev: 1.9% | 38,455 SH | Decreased-3,418 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $337K | 0.3%Prev: 0.3% | 2,765 SH | Decreased-6 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS3000IDX | $1.2M | 1.0%Prev: 1.0% | 4,033 SH | Decreased |
| WALMART INC | COM | $455K | 0.4%Prev: 0.4% | 4,078 SH | Decreased |
| WISDOMTREE TR | US EFFICIENT COR | $249K | 0.2% | 4,551 SH | New |
| 13F-HR |
| 0002110693-26-000002 |
| $118.8M |
| View |