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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 | $103.8M | 11.5%Prev: 9.9% | 1,075,466 SH | Increased-91,749 SH |
| AMERICAN CENTY ETF TR | AVANTIS US LARG | $180.7M | 19.9%Prev: 23.9% | 2,008,725 SH | Decreased-711,895 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $127.3M | 14.0%Prev: 13.9% | 1,427,068 SH | Increased-87,231 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $372.2M | 41.1%Prev: 37.9% | 2,905,949 SH | Increased-126,756 SH |
| ISHARES INC | CORE MSCI EMKT | $12.2M | 1.3%Prev: 1.9% | 147,059 SH | Decreased-104,750 SH |
| ISHARES TR | CORE MSCI INTL | $15.2M | 1.7%Prev: 1.9% | 171,318 SH | Increased-27,833 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $1.6M | 0.2%Prev: 0.3% | 6,583 SH | Decreased-5,430 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $28.5M | 3.1%Prev: 2.7% | 330,492 SH | Increased+280,186 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $37.4M | 4.1%Prev: 4.4% | 54,519 SH | Increased-8,076 SH |
| VANGUARD INDEX FDS | VALUE ETF | $27.3M | 3.0%Prev: 2.7% | 125,436 SH | Increased+2,848 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 |