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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 | $87.7M | 10.2%Prev: 11.5% | 1,167,215 SH | Decreased+91,749 SH |
| AMERICAN CENTY ETF TR | AVANTIS US LARG | $204.5M | 23.7%Prev: 19.9% | 2,672,975 SH | Increased+664,250 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $119.5M | 13.8%Prev: 14.0% | 1,514,299 SH | Decreased+87,231 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $329.7M | 38.2%Prev: 41.1% | 3,032,705 SH | Decreased+126,756 SH |
| ISHARES INC | CORE MSCI EMKT | $16.2M | 1.9%Prev: 1.3% | 246,389 SH | Increased+99,330 SH |
| ISHARES TR | CORE MSCI INTL | $15.7M | 1.8%Prev: 1.7% | 195,576 SH | Increased+24,258 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $2.5M | 0.3%Prev: 0.2% | 11,712 SH | Increased+5,129 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $23.5M | 2.7%Prev: 3.1% | 49,066 SH | Decreased-281,426 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $37.5M | 4.3%Prev: 4.1% | 61,187 SH | Increased+6,668 SH |
| VANGUARD INDEX FDS | VALUE ETF | $22.4M | 2.6%Prev: 3.0% | 120,210 SH | Decreased-5,226 SH |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $4.4M | 0.5% | 49,407 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 |