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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 | $82.8M | 10.0%Prev: 11.1% | 1,075,466 SH | Decreased |
| AMERICAN CENTY ETF TR | AVANTIS US LARG | $191.6M | 23.2%Prev: 20.0% | 2,437,157 SH | Increased+428,432 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $117.5M | 14.2%Prev: 14.2% | 1,427,068 SH | Decreased |
| AMERICAN CENTY ETF TR | US EQT ETF | $324.8M | 39.3%Prev: 41.0% | 2,905,949 SH | Decreased |
| ISHARES INC | CORE MSCI EMKT | $11.0M | 1.3%Prev: 1.3% | 163,640 SH | Decreased+16,581 SH |
| ISHARES TR | CORE MSCI INTL | $14.6M | 1.8%Prev: 1.7% | 177,188 SH | Decreased+5,870 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $2.1M | 0.3%Prev: 0.2% | 10,245 SH | Increased-1,081,815 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $22.7M | 2.7% | 46,470 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $33.4M | 4.0%Prev: 4.2% | 53,303 SH | Decreased-1,216 SH |
| VANGUARD INDEX FDS | VALUE ETF | $22.3M | 2.7% | 116,982 SH | New |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $4.3M | 0.5% | 47,267 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 |