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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 | $86.7M | 10.6%Prev: 9.5% | 1,075,466 SH | Increased-98,555 SH |
| AMERICAN CENTY ETF TR | AVANTIS US LARG | $182.4M | 22.2%Prev: 24.9% | 2,351,457 SH | Decreased-541,313 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $121.1M | 14.8%Prev: 13.5% | 1,427,068 SH | Increased-96,013 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $323.1M | 39.4%Prev: 37.8% | 2,905,949 SH | Increased-143,778 SH |
| ISHARES INC | CORE MSCI EMKT | $10.5M | 1.3%Prev: 1.9% | 149,853 SH | Decreased-107,602 SH |
| ISHARES TR | CORE MSCI INTL | $18.5M | 2.3%Prev: 1.7% | 221,516 SH | Increased+41,304 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $1.4M | 0.2%Prev: 1.1% | 6,591 SH | Decreased-42,161 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $22.0M | 2.7%Prev: 2.0% | 50,403 SH | Increased+10,781 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $32.2M | 3.9%Prev: 4.4% | 53,950 SH | Decreased-9,233 SH |
| VANGUARD INDEX FDS | VALUE ETF | $22.3M | 2.7%Prev: 2.0% | 113,665 SH | Increased+27,094 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 |