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CIK 0002056447 • 8 13F filings • May 9, 2025 – Aug 17, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHA ARCHITECT 1-3 MONTH BOX ETF | COM | $421K | 0.1%Prev: 0.1% | 3,658 SH | Increased+20 SH |
| AMAZON.COM INC COM | COM | $880K | 0.2%Prev: 0.2% | 3,813 SH | Increased+16 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $251K | 0.1% | 3,265 SH | New |
| AMERICAN CENTY ETF TR | INTL Lge VAL | $2.6M | 0.7%Prev: 0.7% | 36,026 SH | Increased-811 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $17.0M | 4.8%Prev: 4.6% | 181,411 SH | Increased+880 SH |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | $233K | 0.1% | 5,356 SH | New |
| AMERICAN CENTY ETF TR | ST ETF | $2.2M | 0.6%Prev: 0.5% | 47,396 SH | Increased+12,501 SH |
| AMERICAN CENTY ETF TR | US EQUITY ETF | $552K | 0.2%Prev: 0.2% | 4,941 SH | Increased+97 SH |
| AMERICAN CENTY ETF TR | US LGEVAL | $20.4M | 5.7%Prev: 5.2% | 269,242 SH | Increased+14,264 SH |
| AMERICAN CENTY ETF TR | US SML Value ETF | $28.8M | 8.1%Prev: 7.4% | 282,097 SH | Increased+21,246 SH |
| APPLE INC COM | COM | $1.3M | 0.4%Prev: 0.3% | 4,741 SH | Increased-6 SH |
| Berkshire Hathaway Inc CL B | CL B New | $3.3M | 0.9%Prev: 0.9% | 6,507 SH | Decreased-122 SH |
| BERKSHIRE HATHAWAY INC-DEL CL A | CL A New | $2.3M | 0.6%Prev: 0.6% | 3 SH | Increased |
| CATERPILLAR INC COM | COM | $762K | 0.2%Prev: 0.2% | 1,331 SH | Increased |
| DIMENSIONAL EMERGING MARKTS VALU ETF | EMRGING MRKT VALUE | $274K | 0.1%Prev: 0.1% | 8,115 SH | Increased+337 SH |
| DIMENSIONAL ETFTRUST | EMGR CRE EQTMNG | $7.1M | 2.0%Prev: 2.0% | 217,567 SH | Increased-683 SH |
| DIMENSIONAL ETFTRUST | GLOBAL REALEST | $5.8M | 1.6%Prev: 1.5% | 219,516 SH | Increased+25,628 SH |
| DIMENSIONAL ETFTRUST | INTERNATNALVAL | $24.7M | 7.0%Prev: 6.5% | 495,832 SH | Increased+4,969 SH |
| DIMENSIONAL ETFTRUST | INTL Sm Cap Value ETF | $422K | 0.1%Prev: 0.1% | 11,109 SH | Increased+55 SH |
| DIMENSIONAL ETFTRUST | INTL SMALL CAPE | $5.0M | 1.4%Prev: 1.3% | 150,782 SH | Increased+5,622 SH |
| DIMENSIONAL ETFTRUST | US Large Cap | $20.2M | 5.7%Prev: 5.7% | 272,489 SH | Increased-2,029 SH |
| DIMENSIONAL ETFTRUST | US Lge Val ETF | $1.8M | 0.5%Prev: 0.5% | 52,730 SH | Increased+2,721 SH |
| DIMENSIONAL ETFTRUST | US Sm Val ETF | $4.4M | 1.2%Prev: 1.1% | 132,420 SH | Increased+14,962 SH |
| DIMENSIONAL ETFTRUST | US Small Cap | $19.2M | 5.4%Prev: 5.2% | 276,302 SH | Increased+7,817 SH |
| DIMENSIONAL ETFTRUST | US TARGETEDVLU | $16.6M | 4.7%Prev: 4.7% | 279,357 SH | Increased-3,463 SH |
| DIMENSIONAL ETFTRUST | WORLD EQUITYETF | $13.2M | 3.7%Prev: 3.0% | 178,956 SH | Increased+31,200 SH |
| DIMENSIONAL US MARKETWIDE VALUE ETF | US Marketwide Value ETF | $16.4M | 4.6%Prev: 9.1% | 352,175 SH | Decreased-361,365 SH |
| DIMENSIONAL US REAL ESTATE ETF | REAL ESTATE ETF | $205K | 0.1%Prev: 0.1% | 10,179 SH | Decreased+1,232 SH |
| FIDELITY WISE ORIGIN | BITCOIN FUND | $410K | 0.1%Prev: 0.1% | 5,378 SH | Increased+3,103 SH |
| FORD MTR CO DEL | COM | $203K | 0.1%Prev: 0.1% | 15,479 SH | Increased |
| ISHARES TR | MSCI EAFE Value Index Fund | $1.4M | 0.4%Prev: 0.4% | 19,760 SH | Increased+164 SH |
| ISHARES TR | Russell 2000 Val Ind Fund | $353K | 0.1%Prev: 0.1% | 1,948 SH | Increased |
| ISHARES TR | Trust S&P 500 Index Fund | $9.0M | 2.5%Prev: 2.5% | 13,125 SH | Increased-146 SH |
| LOCKHEED MARTIN CORP COM | COM | $327K | 0.1%Prev: 0.1% | 676 SH | Decreased |
| MCDONALDS CORP | COM | $512K | 0.1%Prev: 0.1% | 1,676 SH | Increased |
| Microsoft Corp | COM | $1.1M | 0.3%Prev: 0.3% | 2,304 SH | Decreased |
| Nucor Corp | COM | $2.2M | 0.6%Prev: 0.5% | 13,679 SH | Increased-482 SH |
| NVIDIA CORP | COM | $220K | 0.1%Prev: 0.1% | 1,182 SH | Decreased |
| Palantir Technologies In | COM | $713K | 0.2%Prev: 0.2% | 4,010 SH | Decreased |
| RAYTHEON TECH CORP | COM | $322K | 0.1%Prev: 0.1% | 1,753 SH | Increased |
| SPDR SER TR | Large Cap ETF | $24.4M | 6.9%Prev: 6.8% | 304,128 SH | Increased-1,746 SH |
| SPDR SER TR | Large Value ETF | $401K | 0.1%Prev: 0.1% | 7,054 SH | Increased |
| SPDR SER TR | PORTFOLIO AGRGTE | $4.7M | 1.3%Prev: 1.4% | 182,702 SH | Decreased-5,242 SH |
| SPDR SER TR | PORTFOLIO INTRMD | $66.8M | 18.8%Prev: 17.8% | 1,974,988 SH | Increased+134,051 SH |
| SPDR SER TR | PORTFOLIO SHORT | $3.0M | 0.8%Prev: 0.9% | 99,244 SH | Increased+462 SH |
| SPDR SER TR | S&P 600 SMCPVAL | $894K | 0.3%Prev: 0.2% | 9,831 SH | Increased |
| SPDR SER TR | Small Cap | $1.1M | 0.3%Prev: 0.3% | 24,349 SH | Increased |
| SPDR SSGA IG PUBLIC AND PRVT CRT ETF | SPDR SSGA IG PUB | $448K | 0.1% | 17,627 SH | New |
| TESLA | COM | $237K | 0.1%Prev: 0.1% | 527 SH | Increased |
| UNION PACIFIC CORP | COM | $979K | 0.3%Prev: 0.3% | 4,231 SH | Decreased |
| US BANCORP DEL | COM | $205K | 0.1% | 3,844 SH | New |
| VANGUARD FTSE EMERGING MARKETS ETF | FTSE EMERGING MARKETS ETF | $279K | 0.1%Prev: 0.1% | 5,189 SH | Increased+154 SH |
| VANGUARD INDEX FDS | VALUE ETF MSCI US PRI ME MKT | $2.2M | 0.6%Prev: 0.6% | 11,618 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | Total World Stock ETF | $3.8M | 1.1%Prev: 1.3% | 26,957 SH | Decreased-7,226 SH |
| VANGUARD SMALL CAP VALUEETF | SMALL CAP VALUEETF | $533K | 0.1%Prev: 0.1% | 2,516 SH | Increased+3 SH |
| VANGUARDSCOTTSDALE FDS | INT-TERM CORP | $4.5M | 1.3%Prev: 1.3% | 53,666 SH | Decreased+83 SH |
| VANGUARDSCOTTSDALE FDS | SHORT-TERM BONDETF | $202K | 0.1%Prev: 0.1% | 2,561 SH | Decreased-6,386 SH |
| VANGUARDSCOTTSDALE FDS | SHRT TRM CORPBD | $7.5M | 2.1%Prev: 2.2% | 93,998 SH | Decreased-1,216 SH |
| WELLS FARGO & COMPANY | COM | $325K | 0.1%Prev: 0.1% | 3,491 SH | Increased |
| 13F-HR/A |
| 0002056447-26-000004 |
| $416.9M |
| View |
| Aug 4, 2025 | Q2 2025 | 13F-HR | 0002056447-25-000005 | $301.9M | View |
| May 13, 2026 | Q1 2026 | 13F-HR | 0002056447-26-000002 | $376.8M | View |
| May 9, 2025 | Q1 2025 | 13F-HR | 0002056447-25-000003 | $277.4M | View |