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CIK 0002083276 • 5 13F filings • Aug 28, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $385K | 0.3%Prev: 0.3% | 1,231 SH | Increased |
| AMAZON COM INC | COM | $652K | 0.5%Prev: 0.5% | 2,826 SH | Increased+60 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $6.0M | 5.0%Prev: 4.8% | 78,224 SH | Increased+3,210 SH |
| AMERICAN CENTY ETF TR | DIVERSIFIED MU | $1.3M | 1.1%Prev: 1.1% | 25,203 SH | Increased+128 SH |
| AMERICAN CENTY ETF TR | FOCUSED LRG CAP | $8.5M | 7.0%Prev: 7.0% | 111,760 SH | Increased+1,254 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $6.1M | 5.0%Prev: 4.9% | 73,654 SH | Increased+1,306 SH |
| APPLE INC | COM | $1.2M | 1.0%Prev: 0.9% | 4,570 SH | Increased+576 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.5M | 1.2%Prev: 1.2% | 2,889 SH | Increased+35 SH |
| INVESCO QQQ TR | UNIT SER 1 | $2.7M | 2.2%Prev: 2.4% | 4,385 SH | Decreased-178 SH |
| ISHARES TR | CORE HIGH DV ETF | $227K | 0.2%Prev: 0.3% | 1,871 SH | Decreased-1,114 SH |
| ISHARES TR | CORE INTL AGGR | $2.7M | 2.2%Prev: 2.2% | 54,175 SH | Increased+5,161 SH |
| ISHARES TR | CORE US AGGBD ET | $8.3M | 6.9%Prev: 6.9% | 83,522 SH | Increased+3,325 SH |
| ISHARES TR | IBOXX INV CP ETF | $663K | 0.5%Prev: 0.5% | 6,020 SH | Increased+609 SH |
| ISHARES TR | MSCI ACWI ETF | $463K | 0.4%Prev: 0.5% | 3,275 SH | Decreased-644 SH |
| ISHARES TR | MSCI ACWI EX US | $6.8M | 5.7%Prev: 5.2% | 101,748 SH | Increased+8,756 SH |
| ISHARES TR | MSCI USA QLT FCT | $1.9M | 1.6%Prev: 1.4% | 9,737 SH | Increased+1,257 SH |
| ISHARES TR | NATIONAL MUN ETF | $1.1M | 0.9%Prev: 0.9% | 9,928 SH | Decreased-105 SH |
| ISHARES TR | SHRT NAT MUN ETF | $1.9M | 1.6%Prev: 1.7% | 18,218 SH | Decreased-446 SH |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS USD | $1.1M | 0.9%Prev: 1.0% | 23,467 SH | Decreased-677 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $4.2M | 3.4%Prev: 3.2% | 82,095 SH | Increased+8,737 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $480K | 0.4%Prev: 0.4% | 9,431 SH | Decreased-518 SH |
| META PLATFORMS INC | CL A | $2.2M | 1.8%Prev: 2.1% | 3,277 SH | Decreased+24 SH |
| MICROSOFT CORP | COM | $573K | 0.5%Prev: 0.5% | 1,185 SH | Decreased+2 SH |
| NVIDIA CORPORATION | COM | $1.6M | 1.3%Prev: 1.4% | 8,700 SH | Decreased+1 SH |
| ROPER TECHNOLOGIES INC | COM | $771K | 0.6%Prev: 1.0% | 1,733 SH | Decreased-609 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $4.9M | 4.0%Prev: 4.6% | 185,988 SH | Decreased-22,468 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $2.4M | 2.0%Prev: 1.7% | 83,713 SH | Increased+11,129 SH |
| SELECT SECTOR SPDR TR | STATE STREET IND | $999K | 0.8% | 6,443 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET MAT | $357K | 0.3% | 7,870 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $11.5M | 9.5%Prev: 8.7% | 16,824 SH | Increased+1,535 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $267K | 0.2% | 4,606 SH | New |
| STARBUCKS CORP | COM | $905K | 0.7%Prev: 0.8% | 10,748 SH | Decreased-923 SH |
| TE CONNECTIVITY PLC | ORD SHS | $499K | 0.4%Prev: 0.4% | 2,193 SH | Increased+69 SH |
| TESLA INC | COM | $283K | 0.2%Prev: 0.2% | 630 SH | Increased |
| VANECK ETF TRUST | SHRT HGH YLD MUN | $1.7M | 1.4%Prev: 1.1% | 76,195 SH | Increased+21,636 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $321K | 0.3%Prev: 0.3% | 4,332 SH | Decreased-243 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $2.3M | 1.9%Prev: 1.7% | 7,895 SH | Increased+1,254 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $3.4M | 2.8%Prev: 2.7% | 15,858 SH | Increased+557 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $471K | 0.4%Prev: 0.4% | 1,824 SH | Increased+12 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $4.4M | 3.6%Prev: 4.4% | 13,118 SH | Decreased-2,640 SH |
| VANGUARD INDEX FDS | VALUE ETF | $6.0M | 5.0%Prev: 5.1% | 31,466 SH | Increased-448 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.5M | 1.3%Prev: 1.2% | 28,151 SH | Increased+1,293 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $2.9M | 2.4%Prev: 2.4% | 20,713 SH | Increased+305 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $873K | 0.7%Prev: 0.6% | 17,653 SH | Increased+3,804 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $2.2M | 1.9%Prev: 1.7% | 44,720 SH | Increased+6,290 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $2.5M | 2.1%Prev: 2.2% | 42,273 SH | Decreased-1,457 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.7M | 1.4%Prev: 1.5% | 7,794 SH | Increased-82 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $3.5M | 2.9%Prev: 2.7% | 55,729 SH | Increased+2,987 SH |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | $302K | 0.2%Prev: 0.3% | 2,973 SH | Increased+27 SH |
| VANGUARD WORLD FD | INF TECH ETF | $927K | 0.8%Prev: 0.8% | 1,230 SH | Increased-4 SH |
| WALMART INC | COM | $496K | 0.4%Prev: 0.4% | 4,450 SH | Increased+151 SH |
| 13F-HR |
| 0002063364-26-000305 |
| $142.8M |
| View |
| Aug 28, 2025 | Q2 2025 | 13F-HR | 0002063364-25-000216 | $106.7M | View |
| May 5, 2026 | Q1 2026 | 13F-HR | 0002063364-26-000149 | $127.1M | View |