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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 | $80.0M | 9.9%Prev: 10.6% | 1,167,215 SH | Decreased+91,749 SH |
| AMERICAN CENTY ETF TR | AVANTIS US LARG | $193.3M | 23.9%Prev: 22.2% | 2,720,620 SH | Increased+369,163 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $112.1M | 13.9%Prev: 14.8% | 1,514,299 SH | Decreased+87,231 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $305.8M | 37.9%Prev: 39.4% | 3,032,705 SH | Decreased+126,756 SH |
| ISHARES INC | CORE MSCI EMKT | $15.1M | 1.9%Prev: 1.3% | 251,809 SH | Increased+101,956 SH |
| ISHARES TR | CORE MSCI INTL | $15.1M | 1.9%Prev: 2.3% | 199,151 SH | Decreased-22,365 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $2.3M | 0.3%Prev: 0.2% | 12,013 SH | Increased+5,422 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $22.1M | 2.7%Prev: 2.7% | 50,306 SH | Increased-97 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $35.6M | 4.4%Prev: 3.9% | 62,595 SH | Increased+8,645 SH |
| VANGUARD INDEX FDS | VALUE ETF | $21.7M | 2.7%Prev: 2.7% | 122,588 SH | Decreased+8,923 SH |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $4.5M | 0.6% | 50,054 SH | New |
| 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 |