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CIK 0002052271 • 1 13F filing • Apr 15, 2025 – Apr 15, 2025
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Past 1 quarter
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $274K | 0.3% | 1,868 SH | |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $230K | 0.2% | 3,470 SH | |
| APPLE INC | COM | $2.2M | 2.1% | 9,832 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $220K | 0.2% | 414 SH | |
| CHEVRON CORP NEW | COM | $239K | 0.2% | 1,427 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $507K | 0.5% | 16,237 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $3.6M | 3.5% | 128,930 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $314K | 0.3% | 8,173 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | $1.3M | 1.3% | 21,585 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $1.2M | 1.1% | 34,921 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $958K | 0.9% | 16,038 SH | |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $260K | 0.3% | 7,253 SH | |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $291K | 0.3% | 11,120 SH | |
| ISHARES TR | 0-3 MNTH TREASRY | $14.4M | 13.9% | 142,686 SH | |
| ISHARES TR | CORE 1 5 YR USD | $882K | 0.9% | 18,245 SH | |
| ISHARES TR | CORE S&P TTL STK | $1.7M | 1.7% | 13,942 SH | |
| ISHARES TR | CORE S&P500 ETF | $639K | 0.6% | 1,137 SH | |
| ISHARES TR | ESG AW MSCI EAFE | $341K | 0.3% | 4,170 SH | |
| ISHARES TR | NATIONAL MUN ETF | $285K | 0.3% | 2,706 SH | |
| ISHARES TR | SHRT NAT MUN ETF | $557K | 0.5% | 5,277 SH | |
| LOCKHEED MARTIN CORP | COM | $893K | 0.9% | 2,000 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $526K | 0.5% | 26,585 SH | |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $315K | 0.3% | 14,625 SH | |
| SPDR SER TR | BLOOMBERG 1-3 MO | $1.1M | 1.1% | 11,944 SH | |
| SPDR SER TR | PORTFOLI S&P1500 | $2.8M | 2.7% | 41,315 SH | |
| SPDR SER TR | PORTFOLIO SH TSR | $4.9M | 4.8% | 168,753 SH | |
| SPDR SER TR | S&P DIVID ETF | $709K | 0.7% | 5,224 SH | |
| TARGET CORP | COM | $209K | 0.2% | 2,000 SH | |
| TRAVELERS COMPANIES INC | COM | $588K | 0.6% | 2,222 SH | |
| US BANCORP DEL | COM NEW | $249K | 0.2% | 5,909 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $895K | 0.9% | 11,430 SH | |
| VANGUARD INDEX FDS | LARGE CAP ETF | $1.3M | 1.2% | 4,946 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $1.0M | 1.0% | 4,049 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $2.1M | 2.0% | 22,747 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $21.8M | 21.1% | 79,217 SH | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $660K | 0.6% | 10,878 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $459K | 0.4% | 10,131 SH | |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $927K | 0.9% | 18,583 SH | |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $13.3M | 12.9% | 224,500 SH | |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $11.9M | 11.5% | 202,703 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $990K | 1.0% | 5,105 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $1.4M | 1.3% | 22,083 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.7M | 1.6% | 32,870 SH | |
| VANGUARD WORLD FD | MEGA CAP INDEX | $1.6M | 1.5% | 7,785 SH | |
| WELLS FARGO CO NEW | COM | $466K | 0.5% | 6,492 SH |
Open a filing on Jive Data
| Filing Date | Quarter | Form | Accession | Portfolio | Filing |
|---|---|---|---|---|---|
| Apr 15, 2025 | Q1 2025 | 13F-HR | 0002063364-25-000027 | $103.0M | View |