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CIK 0001956471 • 7 13F filings • May 8, 2025 – Oct 14, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $1.3M | 0.6% | 8,207 SH | |
| AMAZON COM INC | COM | $1.1M | 0.5% | 5,749 SH | |
| AMERICAN CENTY ETF TR | AVANTIS ALL EQT | $31.2M | 13.8% | 496,557 SH | |
| AMERICAN CENTY ETF TR | AVANTIS CORE FI | $232K | 0.1% | 5,593 SH | |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | $11.1M | 4.9% | 236,254 SH | |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | $1.2M | 0.5% | 20,523 SH | |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $2.1M | 0.9% | 31,253 SH | |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $21.3M | 9.4% | 305,518 SH | |
| AMERICAN CENTY ETF TR | US EQT ETF | $6.2M | 2.7% | 67,178 SH | |
| AMERICAN CENTY ETF TR | US SML CP VALU | $41.8M | 18.4% | 479,513 SH | |
| APPLE INC | COM | $2.2M | 1.0% | 9,757 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $281K | 0.1% | 527 SH | |
| CATERPILLAR INC | COM | $389K | 0.2% | 1,180 SH | |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $10.1M | 4.5% | 240,345 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS HI | $2.2M | 1.0% | 88,448 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | $3.4M | 1.5% | 64,248 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL CR ETF | $1.8M | 0.8% | 34,734 SH | |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $11.4M | 5.0% | 424,472 SH | |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $309K | 0.1% | 6,490 SH | |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $2.9M | 1.3% | 60,712 SH | |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | $984K | 0.4% | 19,390 SH | |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $25.2M | 11.1% | 760,626 SH | |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $1.0M | 0.4% | 19,794 SH | |
| EA SERIES TRUST | US QUAN VALUE | $1.2M | 0.5% | 27,688 SH | |
| ELI LILLY & CO | COM | $300K | 0.1% | 363 SH | |
| HBT FINL INC. | COM | $215K | 0.1% | 9,594 SH | |
| ISHARES INC | CORE MSCI EMKT | $311K | 0.1% | 5,767 SH | |
| ISHARES TR | 0-3 MNTH TREASRY | $1.9M | 0.9% | 19,320 SH | |
| ISHARES TR | CORE S&P500 ETF | $262K | 0.1% | 466 SH | |
| ISHARES TR | IBONDS 27 ETF | $289K | 0.1% | 11,937 SH | |
| ISHARES TR | IBONDS DEC25 ETF | $408K | 0.2% | 16,241 SH | |
| ISHARES TR | MSCI INTL MOMENT | $9.1M | 4.0% | 228,883 SH | |
| ISHARES TR | MSCI USA MMENTM | $16.8M | 7.4% | 83,014 SH | |
| ISHARES TR | SP SMCP600VL ETF | $542K | 0.2% | 5,565 SH | |
| MCDONALDS CORP | COM | $361K | 0.2% | 1,155 SH | |
| META PLATFORMS INC | CL A | $1.1M | 0.5% | 1,867 SH | |
| MICROSOFT CORP | COM | $901K | 0.4% | 2,399 SH | |
| NVIDIA CORPORATION | COM | $524K | 0.2% | 4,831 SH | |
| SPDR SER TR | BLOOMBERG 1-3 MO | $220K | 0.1% | 2,397 SH | |
| SPDR SER TR | S&P 600 SMCP VAL | $2.0M | 0.9% | 24,988 SH | |
| UNITEDHEALTH GROUP INC | COM | $258K | 0.1% | 493 SH | |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $316K | 0.1% | 1,496 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.4M | 1.1% | 4,645 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.5M | 1.1% | 9,081 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $474K | 0.2% | 10,475 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $2.1M | 0.9% | 41,829 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $1.3M | 0.6% | 16,060 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $728K | 0.3% | 11,726 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $255K | 0.1% | 471 SH | |
| WALMART INC | COM | $231K | 0.1% | 2,628 SH |
| 13F-HR |
| 0001956471-25-000007 |
| $315.5M |
| View |
| Jul 24, 2026 | Q2 2026 | 13F-HR | 0001956471-26-000003 | $423.7M | View |
| Jul 16, 2025 | Q2 2025 | 13F-HR | 0001956471-25-000006 | $275.4M | View |
| Apr 27, 2026 | Q1 2026 | 13F-HR | 0001956471-26-000002 | $369.1M | View |
| May 8, 2025 | Q1 2025 | 13F-HR | 0001956471-25-000005 | $226.7M | View |