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CIK 0001972750 • 6 13F filings • May 1, 2025 – Aug 3, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $54K | 0.0%Prev: 0.0% | 250 SH | Increased |
| ALPHABET INC | CAP STK CL A | $314 | 0.0%Prev: 0.0% | 1 SH | Increased |
| AMAZON COM INC | COM | $41K | 0.0%Prev: 0.0% | 179 SH | Increased+79 SH |
| APPLE INC | COM | $346K | 0.1%Prev: 0.1% | 1,271 SH | Decreased-230 SH |
| BANK AMERICA CORP | COM | $15K | 0.0%Prev: 0.0% | 270 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $364K | 0.1%Prev: 0.1% | 724 SH | Decreased |
| CNH INDL N V | SHS | $148K | 0.0%Prev: 0.0% | 16,059 SH | Decreased |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | $26.9M | 6.4%Prev: 6.5% | 497,757 SH | Increased+19,123 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $28K | 0.0%Prev: 0.0% | 581 SH | Decreased |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $31.6M | 7.5%Prev: 7.5% | 799,156 SH | Increased-1,608 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $22.6M | 5.4%Prev: 5.3% | 689,731 SH | Increased-5,459 SH |
| EA SERIES TRUST | ALPHA ARCHITECT | $692K | 0.2% | 14,031 SH | New |
| EXACT SCIENCES CORP | COM | $51K | 0.0%Prev: 0.0% | 500 SH | Increased |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | $22K | 0.0%Prev: 0.0% | 633 SH | Increased |
| GARTNER INC | COM | $165K | 0.0%Prev: 0.0% | 654 SH | Decreased |
| ISHARES TR | CORE S&P500 ETF | $396K | 0.1%Prev: 0.1% | 578 SH | Increased |
| ISHARES TR | RUS 1000 VAL ETF | $130K | 0.0%Prev: 0.0% | 618 SH | Increased |
| ISHARES TR | RUS 2000 VAL ETF | $76K | 0.0%Prev: 0.0% | 417 SH | Increased |
| ISHARES TR | RUS MDCP VAL ETF | $12K | 0.0%Prev: 0.0% | 88 SH | Increased |
| ISHARES TR | SELECT DIVID ETF | $69K | 0.0%Prev: 0.0% | 487 SH | Decreased |
| JOHNSON & JOHNSON | COM | $10K | 0.0%Prev: 0.0% | 50 SH | Increased |
| MARATHON PETE CORP | COM | $12K | 0.0%Prev: 0.0% | 75 SH | Decreased |
| MARRIOTT INTL INC NEW | CL A | $3K | 0.0% | 10 SH | New |
| MICROSOFT CORP | COM | $74K | 0.0%Prev: 0.0% | 154 SH | Increased+14 SH |
| NVIDIA CORPORATION | COM | $187 | 0.0% | 1 SH | New |
| OMNICOM GROUP INC | COM | $136K | 0.0%Prev: 0.0% | 1,683 SH | Decreased-314 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $3K | 0.0% | 15 SH | New |
| PROCTER AND GAMBLE CO | COM | $160K | 0.0%Prev: 0.0% | 1,116 SH | Decreased |
| SALESFORCE INC | COM | $44K | 0.0%Prev: 0.0% | 165 SH | Increased |
| SCHWAB STRATEGIC TR | 5 10YR CORP BD | $72K | 0.0%Prev: 0.0% | 3,118 SH | Decreased |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $1.9M | 0.5%Prev: 0.5% | 77,302 SH | Decreased |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $27K | 0.0%Prev: 0.0% | 990 SH | Increased |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $1.4M | 0.3%Prev: 0.3% | 49,198 SH | Increased |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $23K | 0.0% | 512 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET IND | $135K | 0.0% | 869 SH | New |
| SEMPRA | COM | $34K | 0.0%Prev: 0.0% | 388 SH | Decreased |
| SPDR GOLD TR | GOLD SHS | $181K | 0.0%Prev: 0.0% | 456 SH | Increased |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $38K | 0.0%Prev: 0.0% | 851 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $82K | 0.0%Prev: 0.0% | 120 SH | Increased |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $80K | 0.0%Prev: 0.0% | 132 SH | Increased |
| STARBUCKS CORP | COM | $253 | 0.0%Prev: 0.0% | 3 SH | Decreased |
| TESLA INC | COM | $4K | 0.0%Prev: 0.0% | 10 SH | Increased+6 SH |
| UNDER ARMOUR INC | CL A | $75 | 0.0%Prev: 0.0% | 15 SH | |
| UNDER ARMOUR INC | CL C | $288 | 0.0%Prev: 0.0% | 60 SH | Decreased |
| UNITED PARCEL SERVICE INC | CL B | $91K | 0.0%Prev: 0.0% | 917 SH | Increased |
| US BANCORP DEL | COM NEW | $69K | 0.0%Prev: 0.0% | 1,300 SH | Increased |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $18.7M | 4.4%Prev: 4.4% | 236,872 SH | Increased+8,836 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $27.8M | 6.6%Prev: 6.7% | 574,479 SH | Increased+21,071 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $41K | 0.0%Prev: 0.0% | 194 SH | Decreased |
| VANGUARD INDEX FDS | GROWTH ETF | $2.8M | 0.7%Prev: 0.7% | 5,794 SH | Increased-7 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $92.2M | 22.0%Prev: 22.3% | 292,935 SH | Increased-3,674 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $10K | 0.0%Prev: 0.0% | 58 SH | Increased |
| VANGUARD INDEX FDS | MID CAP ETF | $1.0M | 0.2%Prev: 0.3% | 3,552 SH | Decreased-17 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $418K | 0.1%Prev: 0.1% | 667 SH | Increased |
| VANGUARD INDEX FDS | SM CP VAL ETF | $21K | 0.0%Prev: 0.0% | 100 SH | Increased |
| VANGUARD INDEX FDS | SMALL CP ETF | $44.5M | 10.6%Prev: 10.6% | 172,321 SH | Increased+1,926 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $750K | 0.2%Prev: 0.2% | 2,238 SH | Increased-27 SH |
| VANGUARD INDEX FDS | VALUE ETF | $2.2M | 0.5%Prev: 0.5% | 11,527 SH | Increased+459 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $41.5M | 9.9%Prev: 9.9% | 563,899 SH | Increased-2,801 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $55K | 0.0% | 1,032 SH | New |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $16.9M | 4.0%Prev: 4.1% | 118,015 SH | Increased+1,017 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $39.4M | 9.4%Prev: 9.4% | 470,819 SH | Increased+13,550 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $36.9M | 8.8%Prev: 8.6% | 616,356 SH | Increased+25,550 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $30K | 0.0% | 631 SH | New |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $15K | 0.0%Prev: 0.0% | 192 SH | Increased+3 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $5.2M | 1.2%Prev: 1.3% | 23,588 SH | Increased-177 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $238K | 0.1%Prev: 0.1% | 3,157 SH | Increased-8 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $149K | 0.0% | 2,387 SH | New |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $378K | 0.1%Prev: 0.1% | 2,633 SH | Increased |
| VANGUARD WORLD FD | ENERGY ETF | $23K | 0.0%Prev: 0.0% | 185 SH | Increased |
| VANGUARD WORLD FD | ESG INTL STK ETF | $464K | 0.1%Prev: 0.1% | 6,483 SH | Decreased-392 SH |
| VISA INC | COM CL A | $17K | 0.0%Prev: 0.0% | 48 SH | Increased |
| WEC ENERGY GROUP INC | COM | $9K | 0.0%Prev: 0.0% | 89 SH | Decreased |
| XCEL ENERGY INC | COM | $11K | 0.0%Prev: 0.0% | 148 SH | Decreased |
| 13F-HR |
| 0001972750-26-000005 |
| $468.9M |
| View |
| Aug 1, 2025 | Q2 2025 | 13F-HR | 0001972750-25-000006 | $388.3M | View |
| May 1, 2026 | Q1 2026 | 13F-HR | 0001972750-26-000004 | $420.1M | View |
| May 1, 2025 | Q1 2025 | 13F-HR | 0001972750-25-000004 | $363.0M | View |