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CIK 0002012184 • 6 13F filings • Apr 25, 2025 – Jul 27, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $402K | 0.2%Prev: 0.2% | 1,280 SH | Increased |
| AMAZON COM INC | COM | $275K | 0.2%Prev: 0.2% | 1,191 SH | Increased |
| AMERICAN CENTY ETF TR | AVANTIS ALL EQT | $1.5M | 0.9%Prev: 0.9% | 17,458 SH | Increased+480 SH |
| AMERICAN CENTY ETF TR | AVANTIS CORE FI | $309K | 0.2%Prev: 0.2% | 7,382 SH | Decreased-580 SH |
| AMERICAN CENTY ETF TR | AVANTIS SHFXDINC | $227K | 0.1%Prev: 0.1% | 4,821 SH | Decreased-143 SH |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | $5.4M | 3.3%Prev: 3.3% | 92,206 SH | Increased-753 SH |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | $1.1M | 0.7%Prev: 0.6% | 15,416 SH | Increased+121 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $373K | 0.2%Prev: 0.2% | 4,527 SH | Increased-146 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $7.3M | 4.4%Prev: 4.5% | 77,262 SH | Increased-3,904 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $546K | 0.3%Prev: 0.3% | 4,887 SH | Decreased-209 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $18.2M | 11.0%Prev: 10.9% | 240,033 SH | Increased-2,025 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $585K | 0.4%Prev: 0.3% | 5,739 SH | Increased+449 SH |
| APPLE INC | COM | $895K | 0.5%Prev: 0.5% | 3,291 SH | Increased-5 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $735K | 0.4%Prev: 0.5% | 1,462 SH | Decreased |
| BYLINE BANCORP INC | COM | $207K | 0.1% | 7,100 SH | New |
| CIENA CORP | COM NEW | $234K | 0.1% | 1,000 SH | New |
| COCA COLA CO | COM | $428K | 0.3%Prev: 0.3% | 6,127 SH | Increased-101 SH |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $908K | 0.6%Prev: 0.6% | 21,324 SH | Increased+482 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $596K | 0.4%Prev: 0.4% | 18,024 SH | Increased+559 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $972K | 0.6%Prev: 0.6% | 28,807 SH | Increased+579 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $7.0M | 4.2%Prev: 4.3% | 215,258 SH | Increased-4,615 SH |
| DIMENSIONAL ETF TRUST | GLOBAL EX US COR | $311K | 0.2%Prev: 0.2% | 5,901 SH | Decreased+92 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $8.4M | 5.1%Prev: 5.0% | 168,097 SH | Increased-6,043 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $5.2M | 3.2%Prev: 3.1% | 136,435 SH | Increased-135 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $901K | 0.5%Prev: 0.5% | 26,153 SH | Increased+1,392 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $8.7M | 5.3%Prev: 5.3% | 274,498 SH | Increased-2,307 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $1.3M | 0.8%Prev: 0.8% | 34,756 SH | Increased+342 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $377K | 0.2%Prev: 0.2% | 7,832 SH | Increased+738 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $13.3M | 8.1%Prev: 8.3% | 277,971 SH | Increased+1,720 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $1.3M | 0.8%Prev: 0.9% | 26,738 SH | Decreased-5,291 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $13.0M | 7.9%Prev: 8.0% | 329,564 SH | Increased-997 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $20.6M | 12.5%Prev: 12.8% | 541,580 SH | Increased+1,409 SH |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $921K | 0.6%Prev: 0.5% | 26,916 SH | Increased+1,384 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $5.1M | 3.1%Prev: 3.2% | 222,202 SH | Increased+10,153 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $13.3M | 8.1%Prev: 8.0% | 404,604 SH | Increased+2,317 SH |
| INVESCO EXCH TRADED FD TR II | TAXABLE MUN BD | $3.2M | 1.9%Prev: 1.9% | 116,098 SH | Increased+4,274 SH |
| ISHARES SILVER TR | ISHARES | $264K | 0.2% | 4,100 SH | New |
| ISHARES TR | NATIONAL MUN ETF | $281K | 0.2%Prev: 0.1% | 2,627 SH | Increased+459 SH |
| JPMORGAN CHASE & CO. | COM | $672K | 0.4%Prev: 0.4% | 2,085 SH | Increased |
| MICROSOFT CORP | COM | $689K | 0.4%Prev: 0.5% | 1,424 SH | Decreased |
| NORFOLK SOUTHN CORP | COM | $203K | 0.1%Prev: 0.1% | 704 SH | Decreased |
| NORTHERN TR CORP | COM | $519K | 0.3%Prev: 0.3% | 3,803 SH | Increased |
| PIMCO ETF TR | ENHAN SHRT MA AC | $5.8M | 3.5%Prev: 3.3% | 57,385 SH | Increased+4,312 SH |
| SPDR GOLD TR | GOLD SHS | $1.5M | 0.9%Prev: 0.8% | 3,670 SH | Increased |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $9.5M | 5.7%Prev: 5.8% | 127,996 SH | Increased+4,039 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $401K | 0.2%Prev: 0.3% | 8,300 SH | Decreased+163 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $271K | 0.2%Prev: 0.2% | 3,060 SH | Decreased-12 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $221K | 0.1%Prev: 0.1% | 660 SH | Increased |
| WALMART INC | COM | $260K | 0.2%Prev: 0.2% | 2,330 SH | Increased |
| WORLD GOLD TR | SPDR GLD MINIS | $478K | 0.3%Prev: 0.3% | 5,596 SH | Decreased-792 SH |
| 13F-HR |
| 0002012184-26-000003 |
| $198.1M |
| View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0002012184-25-000006 | $149.5M | View |
| Apr 28, 2026 | Q1 2026 | 13F-HR | 0002012184-26-000002 | $175.3M | View |
| Apr 25, 2025 | Q1 2025 | 13F-HR | 0002012184-25-000003 | $138.2M | View |