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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 | $1.4M | 0.5%Prev: 0.6% | 8,213 SH | Decreased+860 SH |
| AMAZON COM INC | COM | $1.3M | 0.5%Prev: 0.3% | 5,859 SH | Increased+718 SH |
| AMERICAN CENTY ETF TR | AVANTIS ALL EQT | $38.9M | 14.1%Prev: 17.9% | 569,229 SH | Decreased-243,949 SH |
| AMERICAN CENTY ETF TR | AVANTIS CORE FI | $235K | 0.1% | 5,657 SH | New |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | $14.5M | 5.3%Prev: 4.6% | 271,441 SH | Decreased-14,367 SH |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | $1.1M | 0.4%Prev: 0.4% | 18,151 SH | Decreased-221 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $2.7M | 1.0%Prev: 1.5% | 36,404 SH | Decreased-28,493 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $26.2M | 9.5%Prev: 8.5% | 330,653 SH | Decreased+17,098 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $8.3M | 3.0%Prev: 3.3% | 82,657 SH | Decreased-27,342 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $51.5M | 18.7%Prev: 17.7% | 565,599 SH | Decreased-26,367 SH |
| APPLE INC | COM | $2.0M | 0.7%Prev: 0.5% | 9,788 SH | Increased+2,890 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $268K | 0.1% | 551 SH | New |
| BROADCOM INC | COM | $226K | 0.1%Prev: 0.1% | 819 SH | Decreased-17 SH |
| CATERPILLAR INC | COM | $458K | 0.2%Prev: 0.2% | 1,180 SH | Decreased+200 SH |
| DEERE & CO | COM | $203K | 0.1%Prev: 0.1% | 400 SH | Decreased |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $11.2M | 4.1%Prev: 4.0% | 266,053 SH | Decreased-84,725 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS HI | $2.7M | 1.0%Prev: 1.0% | 95,802 SH | Decreased-9,296 SH |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | $3.9M | 1.4%Prev: 2.9% | 71,470 SH | Decreased-126,389 SH |
| DIMENSIONAL ETF TRUST | GLOBAL CR ETF | $2.1M | 0.8%Prev: 0.6% | 38,720 SH | Decreased-4,131 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $461K | 0.2%Prev: 0.2% | 10,768 SH | Decreased+16 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $12.8M | 4.7%Prev: 6.3% | 435,299 SH | Decreased-288,200 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $369K | 0.1%Prev: 0.6% | 7,775 SH | Decreased-41,441 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $3.1M | 1.1%Prev: 2.1% | 63,855 SH | Decreased-96,437 SH |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | $1.3M | 0.5%Prev: 0.5% | 25,794 SH | Decreased-10,508 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $845K | 0.3%Prev: 0.3% | 23,580 SH | Decreased-726 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $29.3M | 10.6%Prev: 11.9% | 824,568 SH | Decreased-375,054 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $436K | 0.2%Prev: 0.1% | 14,831 SH | Decreased-119 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $1.3M | 0.5%Prev: 0.4% | 23,753 SH | Decreased-1,422 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $748K | 0.3%Prev: 0.2% | 25,478 SH | Decreased-717 SH |
| EA SERIES TRUST | US QUAN VALUE | $1.2M | 0.4%Prev: 0.4% | 27,811 SH | Decreased+2,971 SH |
| EATON CORP PLC | SHS | $200K | 0.1%Prev: 0.1% | 561 SH | Decreased |
| ELI LILLY & CO | COM | $281K | 0.1%Prev: 0.1% | 360 SH | Decreased+5 SH |
| HBT FINL INC. | COM | $242K | 0.1%Prev: 0.1% | 9,594 SH | Decreased |
| ISHARES INC | CORE MSCI EMKT | $350K | 0.1%Prev: 0.1% | 5,837 SH | Decreased+244 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $1.5M | 0.5%Prev: 0.2% | 15,021 SH | Increased+7,161 SH |
| ISHARES TR | CORE S&P500 ETF | $290K | 0.1%Prev: 0.1% | 468 SH | Decreased-2 SH |
| ISHARES TR | IBONDS 27 ETF | $283K | 0.1%Prev: 0.1% | 11,653 SH | Decreased-343 SH |
| ISHARES TR | IBONDS DEC25 ETF | $413K | 0.2% | 16,409 SH | New |
| ISHARES TR | MSCI INTL MOMENT | $10.9M | 3.9%Prev: 1.1% | 237,925 SH | Increased+151,446 SH |
| ISHARES TR | MSCI USA MMENTM | $20.9M | 7.6%Prev: 2.5% | 87,151 SH | Increased+48,476 SH |
| ISHARES TR | SP SMCP600VL ETF | $555K | 0.2%Prev: 0.2% | 5,580 SH | Decreased-11 SH |
| MCDONALDS CORP | COM | $338K | 0.1%Prev: 0.1% | 1,156 SH | Decreased-3 SH |
| META PLATFORMS INC | CL A | $1.4M | 0.5%Prev: 0.3% | 1,875 SH | Increased-123 SH |
| MICROSOFT CORP | COM | $1.2M | 0.4%Prev: 0.3% | 2,409 SH | Increased-141 SH |
| NVIDIA CORPORATION | COM | $783K | 0.3%Prev: 0.9% | 4,956 SH | Decreased-13,742 SH |
| RIOT PLATFORMS INC | COM | $226K | 0.1%Prev: 0.1% | 20,042 SH | Decreased-4,500 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $366K | 0.1%Prev: 0.1% | 13,224 SH | Decreased |
| SPDR SERIES TRUST | S&P 600 SMCP VAL | $2.4M | 0.9% | 30,396 SH | New |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $420K | 0.2%Prev: 0.2% | 1,505 SH | Decreased+9 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $208K | 0.1%Prev: 0.1% | 1,266 SH | Decreased+68 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.6M | 1.0%Prev: 0.8% | 4,629 SH | Decreased-588 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $288K | 0.1%Prev: 0.1% | 1,477 SH | Decreased+30 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.0M | 1.1%Prev: 0.8% | 9,911 SH | Decreased+214 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $527K | 0.2%Prev: 0.1% | 10,646 SH | Increased+1,278 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.6M | 0.6%Prev: 0.5% | 33,096 SH | Decreased-1,852 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $929K | 0.3%Prev: 0.2% | 11,689 SH | Increased+1,126 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $832K | 0.3%Prev: 0.2% | 12,039 SH | Decreased+147 SH |
| VANGUARD WORLD FD | INF TECH ETF | $313K | 0.1%Prev: 0.1% | 471 SH | Decreased-50 SH |
| WALMART INC | COM | $641K | 0.2%Prev: 0.1% | 6,557 SH | Increased+2,399 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 |