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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 | $538K | 0.3%Prev: 0.2% | 2,057 SH | Increased+706 SH |
| ADVANCED MICRO DEVICES INC | COM | $398K | 0.2% | 651 SH | New |
| ALPHABET INC | CAP STK CL A | $1.0M | 0.5%Prev: 0.4% | 3,046 SH | Increased+697 SH |
| ALPHABET INC | CAP STK CL C | $1.3M | 0.6%Prev: 0.5% | 3,779 SH | Increased+345 SH |
| AMAZON COM INC | COM | $1.1M | 0.5%Prev: 0.5% | 4,486 SH | Increased+1,143 SH |
| APPLE INC | COM | $3.8M | 1.9%Prev: 1.9% | 11,481 SH | Increased-119 SH |
| ASML HLDG NV | N Y REGISTRY SHS | $237K | 0.1% | 131 SH | New |
| AUTOMATIC DATA PROCESSING IN | COM | $225K | 0.1% | 871 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL A | $747K | 0.4%Prev: 0.5% | 1 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $702K | 0.3%Prev: 0.2% | 1,409 SH | Increased+672 SH |
| BROADCOM INC | COM | $704K | 0.3%Prev: 0.3% | 2,006 SH | Increased+804 SH |
| CISCO SYS INC | COM | $233K | 0.1% | 2,162 SH | New |
| COSTCO WHOLESALE CORPORATION | COM | $657K | 0.3% | 722 SH | New |
| CVB FINL CORP | COM | $2.6M | 1.2% | 118,456 SH | New |
| DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | $21.6M | 10.5% | 539,179 SH | New |
| DIMENSIONAL ETF TRUST | EMER MARK SU ETF | $998K | 0.5% | 20,649 SH | New |
| DIMENSIONAL ETF TRUST | GLOB CO PLUS ETF | $212K | 0.1% | 4,091 SH | New |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | $10.7M | 5.2%Prev: 5.4% | 216,808 SH | Increased+56,975 SH |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $3.6M | 1.8%Prev: 2.0% | 80,036 SH | Increased+3,771 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $698K | 0.3% | 16,836 SH | New |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $51.6M | 25.0% | 1,160,902 SH | New |
| DIMENSIONAL ETF TRUST | US LARG VALU ETF | $562K | 0.3% | 13,983 SH | New |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $9.5M | 4.6%Prev: 4.6% | 201,713 SH | Increased+32,501 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $28.3M | 13.7%Prev: 14.8% | 765,052 SH | Increased+22,657 SH |
| ELI LILLY & CO | COM | $366K | 0.2% | 316 SH | New |
| EXXONMOBIL HOLDINGS CORP | COM SHS | $931K | 0.5% | 5,721 SH | New |
| GENERAL DYNAMICS CORP | COM | $429K | 0.2%Prev: 0.3% | 1,294 SH | Decreased-67 SH |
| HOME DEPOT INC | COM | $268K | 0.1%Prev: 0.1% | 942 SH | Increased+419 SH |
| JOHNSON & JOHNSON | COM | $373K | 0.2% | 1,410 SH | New |
| JPMORGAN CHASE & CO | COM | $598K | 0.3% | 1,809 SH | New |
| LAM RESEARCH CORP | COM NEW | $435K | 0.2% | 1,324 SH | New |
| MASTERCARD INCORPORATED | CL A | $235K | 0.1% | 427 SH | New |
| META PLATFORMS INC | CL A | $1.0M | 0.5%Prev: 0.9% | 1,424 SH | Decreased-409 SH |
| MICRON TECHNOLOGY INC | COM | $627K | 0.3% | 589 SH | New |
| MICROSOFT CORP | COM | $2.4M | 1.2%Prev: 1.4% | 4,729 SH | Increased+430 SH |
| NVIDIA CORPORATION | COM | $2.7M | 1.3%Prev: 1.1% | 11,742 SH | Increased+2,734 SH |
| OUTDOOR HOLDING CO | COM | $28K | 0.0%Prev: 0.0% | 12,600 SH | Increased |
| PARKER-HANNIFIN CORP | COM | $1.0M | 0.5%Prev: 0.5% | 1,048 SH | Increased+39 SH |
| RUM GROUP INC | COM CL A | $106K | 0.1% | 14,008 SH | New |
| SALESFORCE INC | COM | $228K | 0.1%Prev: 0.1% | 991 SH | Decreased+31 SH |
| SCHWAB STRATEGIC TR | CORE BOND ETF | $296K | 0.1% | 12,173 SH | New |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $17.7M | 8.6%Prev: 9.3% | 645,157 SH | Increased+18,284 SH |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $209K | 0.1% | 459 SH | New |
| TESLA INC | COM | $267K | 0.1%Prev: 0.2% | 752 SH | Decreased+47 SH |
| TJX COS INC NEW | COM | $240K | 0.1%Prev: 0.2% | 1,816 SH | Decreased+13 SH |
| VANGUARD MALVERN FDS | CORE BD ETF | $32.4M | 15.7%Prev: 16.4% | 440,445 SH | Increased+109,849 SH |
| VANGUARD MALVERN FDS | CORE-PLUS BD ETF | $433K | 0.2% | 5,847 SH | New |
| VANGUARD WORLD FD | ESG US STK ETF | $235K | 0.1%Prev: 0.2% | 1,734 SH | Decreased-540 SH |
| VISA INC | COM CL A | $387K | 0.2%Prev: 0.3% | 1,077 SH | Decreased-94 SH |
| WALMART INC | COM | $242K | 0.1%Prev: 0.2% | 2,328 SH | Decreased-84 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 |