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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 | $471K | 0.4%Prev: 0.4% | 5,547 SH | Increased+151 SH |
| APPLE INC | COM | $209K | 0.2%Prev: 0.2% | 824 SH | Increased-96 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $230K | 0.2%Prev: 0.3% | 481 SH | Decreased |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $12.1M | 10.3%Prev: 10.2% | 349,966 SH | Increased-33,794 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $5.3M | 4.5%Prev: 4.4% | 197,838 SH | Increased+29,434 SH |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $9.8M | 8.4%Prev: 8.3% | 235,276 SH | Increased+38,645 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $1.2M | 1.0%Prev: 1.0% | 22,891 SH | Increased-3,259 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $21.2M | 18.0%Prev: 18.5% | 596,488 SH | Increased-70,451 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $447K | 0.4%Prev: 0.4% | 13,272 SH | Increased-3,750 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $271K | 0.2% | 6,868 SH | New |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $1.2M | 1.0%Prev: 0.9% | 25,731 SH | Increased+7,571 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $6.2M | 5.2%Prev: 5.8% | 128,809 SH | Increased+6,895 SH |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | $10.0M | 8.5%Prev: 9.0% | 197,755 SH | Increased+20,295 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $361K | 0.3%Prev: 0.3% | 8,009 SH | Increased |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $28.4M | 24.2%Prev: 23.1% | 731,523 SH | Increased+31,408 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $486K | 0.4%Prev: 0.4% | 6,860 SH | Increased-47 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $13.4M | 11.4%Prev: 11.5% | 277,530 SH | Increased-700 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $1.9M | 1.6%Prev: 1.4% | 30,451 SH | Increased+3,089 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $2.0M | 1.7%Prev: 1.6% | 57,551 SH | Increased-1,762 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $2.3M | 2.0%Prev: 2.5% | 46,212 SH | Decreased-3,140 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 |