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CIK 0002055574 • 7 13F filings • May 8, 2025 – Oct 21, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $304K | 0.2%Prev: 0.3% | 1,331 SH | Decreased-726 SH |
| ALASKA AIR GROUP INC | COM | $232K | 0.1% | 4,607 SH | New |
| ALPHABET INC | CAP STK CL A | $938K | 0.5%Prev: 0.5% | 2,996 SH | Decreased-50 SH |
| ALPHABET INC | CAP STK CL C | $1.1M | 0.6%Prev: 0.6% | 3,627 SH | Decreased-152 SH |
| AMAZON COM INC | COM | $891K | 0.5%Prev: 0.5% | 3,862 SH | Decreased-624 SH |
| APPLE INC | COM | $3.3M | 1.9%Prev: 1.9% | 12,295 SH | Decreased+814 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $225K | 0.1%Prev: 0.1% | 876 SH | Increased+5 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $755K | 0.4%Prev: 0.4% | 1 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $664K | 0.4%Prev: 0.3% | 1,321 SH | Decreased-88 SH |
| BROADCOM INC | COM | $424K | 0.2%Prev: 0.3% | 1,224 SH | Decreased-782 SH |
| COSTCO WHSL CORP NEW | COM | $583K | 0.3% | 676 SH | New |
| CVB FINL CORP | COM | $2.2M | 1.2%Prev: 1.2% | 117,451 SH | Decreased-1,005 SH |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $18.9M | 10.7% | 444,774 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | $873K | 0.5% | 21,057 SH | New |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | $9.0M | 5.1%Prev: 5.2% | 173,216 SH | Decreased-43,592 SH |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $3.2M | 1.8%Prev: 1.8% | 75,759 SH | Decreased-4,277 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $220K | 0.1% | 4,698 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $41.4M | 23.4% | 1,044,688 SH | New |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $859K | 0.5% | 25,119 SH | New |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $8.0M | 4.5%Prev: 4.6% | 184,296 SH | Decreased-17,417 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $25.4M | 14.4%Prev: 13.7% | 777,518 SH | Decreased+12,466 SH |
| ELI LILLY & CO | COM | $269K | 0.2%Prev: 0.2% | 250 SH | Decreased-66 SH |
| EXXON MOBIL CORP | COM | $684K | 0.4% | 5,680 SH | New |
| GENERAL DYNAMICS CORP | COM | $457K | 0.3%Prev: 0.2% | 1,356 SH | Increased+62 SH |
| HOME DEPOT INC | COM | $320K | 0.2%Prev: 0.1% | 930 SH | Increased-12 SH |
| HOWMET AEROSPACE INC | COM | $204K | 0.1% | 993 SH | New |
| JOHNSON & JOHNSON | COM | $272K | 0.2%Prev: 0.2% | 1,316 SH | Decreased-94 SH |
| JPMORGAN CHASE & CO. | COM | $569K | 0.3% | 1,767 SH | New |
| META PLATFORMS INC | CL A | $1.0M | 0.6%Prev: 0.5% | 1,559 SH | Decreased+135 SH |
| MICROSOFT CORP | COM | $2.2M | 1.3%Prev: 1.2% | 4,581 SH | Decreased-148 SH |
| NETFLIX INC | COM | $233K | 0.1% | 2,480 SH | New |
| NVIDIA CORPORATION | COM | $2.1M | 1.2%Prev: 1.3% | 11,357 SH | Decreased-385 SH |
| OUTDOOR HOLDING CO | COM | $22K | 0.0%Prev: 0.0% | 12,600 SH | Decreased |
| PARKER-HANNIFIN CORP | COM | $881K | 0.5%Prev: 0.5% | 1,002 SH | Decreased-46 SH |
| PROSHARES TR | PSHS ULT SEMICDT | $446K | 0.3% | 8,485 SH | New |
| PROSHARES TR | PSHS ULTRA QQQ | $214K | 0.1% | 3,043 SH | New |
| RUMBLE INC | COM CL A | $89K | 0.1% | 14,006 SH | New |
| SALESFORCE INC | COM | $289K | 0.2%Prev: 0.1% | 1,091 SH | Increased+100 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $15.9M | 9.0%Prev: 8.6% | 662,494 SH | Decreased+17,337 SH |
| SPDR GOLD TR | GOLD SHS | $313K | 0.2% | 791 SH | New |
| TESLA INC | COM | $363K | 0.2%Prev: 0.1% | 807 SH | Increased+55 SH |
| TJX COS INC NEW | COM | $277K | 0.2%Prev: 0.1% | 1,800 SH | Increased-16 SH |
| VANGUARD MALVERN FDS | CORE BD ETF | $28.7M | 16.3%Prev: 15.7% | 368,254 SH | Decreased-72,191 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $223K | 0.1%Prev: 0.1% | 1,840 SH | Decreased+106 SH |
| VISA INC | COM CL A | $410K | 0.2%Prev: 0.2% | 1,168 SH | Increased+91 SH |
| WALMART INC | COM | $274K | 0.2%Prev: 0.1% | 2,460 SH | Increased+132 SH |
| 13F-HR |
| 0002055574-25-000006 |
| $157.7M |
| View |
| Aug 11, 2026 | Q2 2026 | 13F-HR | 0002073679-26-000084 | $195.1M | View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0002055574-25-000003 | $154.8M | View |
| May 11, 2026 | Q1 2026 | 13F-HR | 0002073679-26-000051 | $175.0M | View |
| May 8, 2025 | Q1 2025 | 13F-HR | 0002055574-25-000002 | $141.3M | View |