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CIK 0002068447 • 6 13F filings • May 15, 2025 – Aug 12, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | INTL EQT ETF | $457K | 0.4%Prev: 0.4% | 5,547 SH | Increased+151 SH |
| APPLE INC | COM | $235K | 0.2%Prev: 0.2% | 863 SH | Increased-13 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $242K | 0.2%Prev: 0.2% | 481 SH | Decreased |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $12.0M | 10.3%Prev: 10.4% | 364,199 SH | Increased-4,231 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $5.1M | 4.4%Prev: 4.3% | 193,736 SH | Increased+12,454 SH |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $9.4M | 8.1%Prev: 8.0% | 226,896 SH | Increased+11,416 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $1.2M | 1.0%Prev: 1.0% | 24,228 SH | Increased-550 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $21.5M | 18.4%Prev: 18.4% | 623,402 SH | Increased-16,349 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $457K | 0.4%Prev: 0.4% | 13,864 SH | Increased+35 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $261K | 0.2%Prev: 0.2% | 6,868 SH | Increased |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $1.2M | 1.0%Prev: 0.9% | 25,147 SH | Increased+3,181 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $6.3M | 5.4%Prev: 5.3% | 131,199 SH | Increased+5,214 SH |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | $9.7M | 8.3%Prev: 8.2% | 190,927 SH | Increased+5,711 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $375K | 0.3%Prev: 0.3% | 8,009 SH | Increased |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $28.9M | 24.7%Prev: 24.9% | 729,752 SH | Increased-7,741 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $512K | 0.4%Prev: 0.4% | 6,908 SH | Increased |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $13.0M | 11.1%Prev: 11.1% | 279,039 SH | Increased-5,193 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $1.8M | 1.6%Prev: 1.6% | 30,530 SH | Increased-345 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $1.9M | 1.6%Prev: 1.6% | 57,551 SH | Increased |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $2.4M | 2.0%Prev: 2.1% | 47,599 SH | Decreased-403 SH |
| 13F-HR |
| 0002068447-26-000006 |
| $132.4M |
| View |
| Aug 6, 2025 | Q2 2025 | 13F-HR | 0002068447-25-000004 | $109.5M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0002068447-26-000004 | $117.5M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0002068447-25-000002 | $100.0M | View |