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CIK 0002027377 • 6 13F filings • Apr 10, 2025 – Jul 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $70.6M | 9.5% | 1,174,021 SH | |
| AMERICAN CENTY ETF TR | AVANTIS US LARG | $185.7M | 24.9% | 2,892,770 SH | |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $100.9M | 13.5% | 1,523,081 SH | |
| AMERICAN CENTY ETF TR | US EQT ETF | $281.7M | 37.8% | 3,049,727 SH | |
| ISHARES INC | CORE MSCI EMKT | $13.9M | 1.9% | 257,455 SH | |
| ISHARES TR | CORE MSCI INTL | $12.4M | 1.7% | 180,212 SH | |
| ISHARES TR | EAFE SML CP ETF | $2.3M | 0.3% | 35,448 SH | |
| SPDR SER TR | S&P 400 MDCP GRW | $2.1M | 0.3% | 27,030 SH | |
| SPDR SER TR | S&P 600 SMCP GRW | $2.2M | 0.3% | 25,994 SH | |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $8.4M | 1.1% | 48,752 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $14.7M | 2.0% | 39,622 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $32.5M | 4.4% | 63,183 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $15.0M | 2.0% | 86,571 SH | |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $3.7M | 0.5% | 44,482 SH |
| 13F-HR |
| 0002085853-25-000090 |
| $863.5M |
| View |
| Jul 13, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000708 | $906.3M | View |
| Jul 15, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000801 | $807.5M | View |
| Apr 13, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000342 | $820.0M | View |
| Apr 10, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000399 | $746.1M | View |