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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 | $101.1M | 11.1%Prev: 10.2% | 1,075,466 SH | Increased-91,749 SH |
| AMERICAN CENTY ETF TR | AVANTIS US LARG | $181.3M | 20.0%Prev: 23.7% | 2,008,725 SH | Decreased-664,250 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $128.6M | 14.2%Prev: 13.8% | 1,427,068 SH | Increased-87,231 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $372.2M | 41.0%Prev: 38.2% | 2,905,949 SH | Increased-126,756 SH |
| ISHARES INC | CORE MSCI EMKT | $11.9M | 1.3%Prev: 1.9% | 147,059 SH | Decreased-99,330 SH |
| ISHARES TR | CORE MSCI INTL | $15.3M | 1.7%Prev: 1.8% | 171,318 SH | Decreased-24,258 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $1.5M | 0.2%Prev: 0.3% | 1,092,060 SH | Decreased+1,080,348 SH |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | $29.8M | 3.3% | 330,492 SH | New |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | $27.1M | 3.0% | 125,436 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $38.2M | 4.2%Prev: 4.3% | 54,519 SH | Increased-6,668 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 |