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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 | $2.4M | 0.7%Prev: 0.6% | 7,661 SH | Increased-123 SH |
| AMAZON COM INC | COM | $1.2M | 0.4%Prev: 0.4% | 5,215 SH | Decreased-1,044 SH |
| AMERICAN CENTY ETF TR | AVANTIS ALL EQT | $53.7M | 16.0%Prev: 14.4% | 692,966 SH | Increased+77,204 SH |
| AMERICAN CENTY ETF TR | AVANTIS CORE FI | $243K | 0.1%Prev: 0.1% | 5,802 SH | Increased+84 SH |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | $16.3M | 4.9%Prev: 5.1% | 280,157 SH | Increased+1,802 SH |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | $1.3M | 0.4%Prev: 0.4% | 18,351 SH | Increased+207 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $3.3M | 1.0%Prev: 1.0% | 39,759 SH | Increased-1,154 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $30.3M | 9.0%Prev: 9.3% | 322,363 SH | Increased-6,844 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $10.0M | 3.0%Prev: 3.2% | 89,620 SH | Increased-2,210 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $59.5M | 17.7%Prev: 18.4% | 583,567 SH | Increased+488 SH |
| APPLE INC | COM | $2.6M | 0.8%Prev: 0.8% | 9,483 SH | Decreased-808 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $257K | 0.1%Prev: 0.1% | 512 SH | Decreased-51 SH |
| BROADCOM INC | COM | $304K | 0.1%Prev: 0.1% | 877 SH | Increased+113 SH |
| CATERPILLAR INC | COM | $561K | 0.2%Prev: 0.2% | 980 SH | Decreased-200 SH |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $12.8M | 3.8%Prev: 3.9% | 301,384 SH | Increased+11,088 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS HI | $3.3M | 1.0%Prev: 1.0% | 103,516 SH | Increased+3,870 SH |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | $7.1M | 2.1%Prev: 1.6% | 132,039 SH | Increased+39,238 SH |
| DIMENSIONAL ETF TRUST | GLOBAL CR ETF | $2.5M | 0.8%Prev: 0.9% | 46,796 SH | Decreased-2,918 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $537K | 0.2%Prev: 0.2% | 10,768 SH | Increased |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $15.5M | 4.6%Prev: 4.6% | 489,427 SH | Increased+15,724 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $2.1M | 0.6%Prev: 0.3% | 43,449 SH | Increased+24,049 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $6.2M | 1.8%Prev: 1.5% | 128,611 SH | Increased+29,958 SH |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | $957K | 0.3%Prev: 0.3% | 18,892 SH | Decreased-56 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $960K | 0.3%Prev: 0.3% | 24,255 SH | Increased+343 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $33.3M | 9.9%Prev: 10.5% | 876,182 SH | Increased-239 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $496K | 0.1%Prev: 0.2% | 15,081 SH | Increased+184 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $1.4M | 0.4%Prev: 0.4% | 23,942 SH | Increased+252 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $856K | 0.3%Prev: 0.3% | 26,149 SH | Increased+310 SH |
| EA SERIES TRUST | ALPHA ARCHITECT | $4.0M | 1.2%Prev: 0.2% | 81,272 SH | Increased+71,796 SH |
| EA SERIES TRUST | US QUAN VALUE | $1.2M | 0.4%Prev: 0.4% | 24,820 SH | Increased+250 SH |
| ELI LILLY & CO | COM | $382K | 0.1%Prev: 0.1% | 356 SH | Increased+1 SH |
| HBT FINL INC. | COM | $248K | 0.1%Prev: 0.1% | 9,594 SH | Increased |
| ISHARES INC | CORE MSCI EMKT | $384K | 0.1%Prev: 0.1% | 5,707 SH | Increased-26 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $784K | 0.2%Prev: 0.5% | 7,815 SH | Decreased-7,038 SH |
| ISHARES TR | CORE S&P500 ETF | $321K | 0.1%Prev: 0.1% | 469 SH | Increased |
| ISHARES TR | IBONDS 27 ETF | $290K | 0.1%Prev: 0.1% | 11,952 SH | Increased+172 SH |
| ISHARES TR | MSCI INTL MOMENT | $11.4M | 3.4%Prev: 3.6% | 238,317 SH | Increased+4,356 SH |
| ISHARES TR | MSCI USA MMENTM | $21.3M | 6.3%Prev: 6.9% | 85,048 SH | Decreased-386 SH |
| ISHARES TR | SP SMCP600VL ETF | $641K | 0.2%Prev: 0.2% | 5,635 SH | Increased+65 SH |
| MCDONALDS CORP | COM | $355K | 0.1%Prev: 0.1% | 1,161 SH | Decreased-14 SH |
| META PLATFORMS INC | CL A | $1.2M | 0.4%Prev: 0.4% | 1,839 SH | Decreased+15 SH |
| MICRON TECHNOLOGY INC | COM | $210K | 0.1% | 735 SH | New |
| MICROSOFT CORP | COM | $1.1M | 0.3%Prev: 0.4% | 2,371 SH | Decreased+37 SH |
| NVIDIA CORPORATION | COM | $3.8M | 1.1%Prev: 1.2% | 20,239 SH | Increased+153 SH |
| RIOT PLATFORMS INC | COM | $311K | 0.1%Prev: 0.1% | 24,542 SH | Decreased+4,500 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $392K | 0.1%Prev: 0.1% | 13,224 SH | Increased |
| SPDR SERIES TRUST | STATE STREET SPD | $2.8M | 0.8% | 30,430 SH | New |
| TESLA INC | COM | $1.4M | 0.4%Prev: 0.5% | 3,173 SH | Increased-31 SH |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $539K | 0.2%Prev: 0.2% | 1,496 SH | Increased |
| VANGUARD INDEX FDS | LARGE CAP ETF | $200K | 0.1% | 636 SH | New |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $212K | 0.1%Prev: 0.1% | 1,198 SH | Decreased-68 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.3M | 1.0%Prev: 1.0% | 5,199 SH | Increased+70 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $306K | 0.1%Prev: 0.1% | 1,447 SH | Decreased-30 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.3M | 1.0%Prev: 1.0% | 9,696 SH | Increased-28 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $516K | 0.2%Prev: 0.2% | 9,592 SH | Decreased-518 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.7M | 0.5%Prev: 0.5% | 33,798 SH | Decreased-590 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $940K | 0.3%Prev: 0.3% | 11,785 SH | Increased+243 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $899K | 0.3%Prev: 0.3% | 11,913 SH | Increased-132 SH |
| VANGUARD WORLD FD | INF TECH ETF | $392K | 0.1%Prev: 0.1% | 520 SH | Increased+48 SH |
| WALMART INC | COM | $622K | 0.2%Prev: 0.2% | 5,580 SH | Decreased-977 SH |
| WORLD GOLD TR | SPDR GLD MINIS | $358K | 0.1%Prev: 0.1% | 4,197 SH | Increased+152 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 |