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CIK 0002080991 • 3 13F filings • Feb 10, 2026 – Aug 3, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AGNICO EAGLE MINES LTD | COM | $506K | 0.3%Prev: 0.2% | 2,982 SH | Increased |
| ALPHABET INC | CAP STK CL A | $495K | 0.3%Prev: 0.4% | 1,580 SH | Decreased-862 SH |
| ALPHABET INC | CAP STK CL C | $923K | 0.6%Prev: 0.6% | 2,942 SH | Decreased-727 SH |
| ALTRIA GROUP INC | COM | $678K | 0.4%Prev: 0.4% | 11,755 SH | Decreased-165 SH |
| AMAZON COM INC | COM | $949K | 0.6%Prev: 0.5% | 4,113 SH | Decreased-474 SH |
| APPLE INC | COM | $2.0M | 1.2%Prev: 1.3% | 7,275 SH | Decreased-1,880 SH |
| AUTOZONE INC | COM | $258K | 0.2%Prev: 0.1% | 76 SH | Decreased-5 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $392K | 0.2%Prev: 0.2% | 780 SH | Increased+7 SH |
| CARNIVAL CORP | UNIT 99/99/9999 | $209K | 0.1% | 6,855 SH | New |
| CENCORA INC | COM | $249K | 0.2%Prev: 0.1% | 737 SH | Increased-22 SH |
| CROWDSTRIKE HLDGS INC | CL A | $239K | 0.1%Prev: 0.2% | 510 SH | Decreased-13 SH |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $422K | 0.3% | 9,927 SH | New |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $408K | 0.3%Prev: 0.2% | 9,525 SH | Decreased-1,643 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $432K | 0.3%Prev: 0.2% | 12,530 SH | Decreased-176 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $30.9M | 19.0% | 779,444 SH | New |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $2.3M | 1.4% | 31,108 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $293K | 0.2%Prev: 0.2% | 6,291 SH | Decreased+257 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $287K | 0.2%Prev: 0.2% | 4,119 SH | Decreased-5 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $932K | 0.6%Prev: 0.6% | 21,470 SH | Decreased-5,576 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $432K | 0.3%Prev: 0.2% | 7,255 SH | Decreased-49 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $22.7M | 14.0%Prev: 16.9% | 694,630 SH | Decreased-253,909 SH |
| ELI LILLY & CO | COM | $403K | 0.2%Prev: 0.3% | 375 SH | Decreased-98 SH |
| EXXON MOBIL CORP | COM | $675K | 0.4%Prev: 0.5% | 5,605 SH | Decreased-1,527 SH |
| FIRST CTZNS BANCSHARES INC D | CL A | $1.5M | 1.0%Prev: 0.7% | 721 SH | Increased-5 SH |
| IDEXX LABS INC | COM | $204K | 0.1% | 302 SH | New |
| INTEL CORP | COM | $969K | 0.6%Prev: 0.7% | 26,259 SH | Decreased+15,685 SH |
| INTUITIVE SURGICAL INC | COM NEW | $391K | 0.2%Prev: 0.1% | 690 SH | Increased-46 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $317K | 0.2%Prev: 0.2% | 1,653 SH | Decreased |
| INVESCO QQQ TR | UNIT SER 1 | $450K | 0.3%Prev: 0.3% | 733 SH | Decreased+10 SH |
| ISHARES INC | ESG AWR MSCI EM | $224K | 0.1%Prev: 0.1% | 5,076 SH | Decreased-18 SH |
| ISHARES INC | MSCI SWEDEN ETF | $258K | 0.2%Prev: 0.1% | 5,248 SH | Increased+279 SH |
| ISHARES TR | 3YRTB ETF | $604K | 0.4%Prev: 0.3% | 8,034 SH | Increased+208 SH |
| ISHARES TR | CORE MSCI EAFE | $429K | 0.3% | 4,799 SH | New |
| ISHARES TR | CORE S&P SCP ETF | $235K | 0.1%Prev: 0.1% | 1,954 SH | Increased+593 SH |
| ISHARES TR | CORE S&P500 ETF | $628K | 0.4%Prev: 0.3% | 917 SH | Increased+86 SH |
| ISHARES TR | ESG AW MSCI EAFE | $219K | 0.1%Prev: 0.1% | 2,299 SH | Increased+347 SH |
| ISHARES TR | ESG AWARE MSCI | $274K | 0.2%Prev: 0.2% | 5,962 SH | Decreased |
| ISHARES TR | ESG AWR MSCI USA | $602K | 0.4%Prev: 0.3% | 4,040 SH | Decreased |
| ISHARES TR | FUTURE AI & TECH | $457K | 0.3% | 9,488 SH | New |
| ISHARES TR | INTL TREA BD ETF | $587K | 0.4%Prev: 0.3% | 14,086 SH | Increased-17 SH |
| ISHARES TR | MSCI ACWI ETF | $882K | 0.5% | 6,235 SH | New |
| ISHARES TR | MSCI DENMARK ETF | $236K | 0.1%Prev: 0.1% | 2,059 SH | Increased-63 SH |
| ISHARES TR | MSCI EAFE ETF | $242K | 0.1%Prev: 0.1% | 2,516 SH | Decreased |
| ISHARES TR | NATIONAL MUN ETF | $369K | 0.2%Prev: 0.2% | 3,441 SH | Decreased-45 SH |
| ISHARES TR | RUS 1000 GRW ETF | $910K | 0.6%Prev: 0.1% | 1,923 SH | Increased-65 SH |
| ISHARES TR | RUS MID CAP ETF | $419K | 0.3%Prev: 0.2% | 4,352 SH | Decreased |
| ISHARES TR | RUSSELL 2000 ETF | $317K | 0.2%Prev: 0.2% | 1,287 SH | Decreased+130 SH |
| ISHARES TR | S&P 500 GRWT ETF | $450K | 0.3%Prev: 0.2% | 3,649 SH | Increased+477 SH |
| ISHARES TR | S&P 500 VAL ETF | $405K | 0.2%Prev: 0.2% | 1,908 SH | Increased+268 SH |
| ISHARES TR | S&P MC 400GR ETF | $318K | 0.2% | 3,280 SH | New |
| JPMORGAN CHASE & CO. | COM | $1.5M | 0.9% | 4,708 SH | New |
| MCDONALDS CORP | COM | $226K | 0.1% | 738 SH | New |
| META PLATFORMS INC | CL A | $301K | 0.2%Prev: 0.2% | 456 SH | Decreased-293 SH |
| MICROSOFT CORP | COM | $1.8M | 1.1%Prev: 0.8% | 3,807 SH | Increased-776 SH |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | $512K | 0.3%Prev: 0.3% | 5,240 SH | Decreased |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | $520K | 0.3%Prev: 0.3% | 11,551 SH | Decreased |
| NVIDIA CORPORATION | COM | $8.9M | 5.5%Prev: 7.2% | 47,801 SH | Decreased-26,312 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $1.5M | 0.9%Prev: 0.4% | 8,300 SH | Increased+342 SH |
| PAN AMERN SILVER CORP | COM | $655K | 0.4%Prev: 0.3% | 12,644 SH | Increased |
| PEPSICO INC | COM | $214K | 0.1%Prev: 0.1% | 1,492 SH | Decreased-230 SH |
| PHILIP MORRIS INTL INC | COM | $895K | 0.6%Prev: 0.5% | 5,582 SH | Decreased+373 SH |
| RAYMOND JAMES FINL INC | COM | $311K | 0.2% | 1,938 SH | New |
| ROYAL BK CDA | COM | $330K | 0.2%Prev: 0.2% | 1,938 SH | Decreased |
| SALESFORCE INC | COM | $272K | 0.2% | 1,028 SH | New |
| SCHWAB CHARLES CORP | COM | $927K | 0.6%Prev: 0.4% | 9,277 SH | Increased-203 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $3.0M | 1.8% | 4,338 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $313K | 0.2% | 5,511 SH | New |
| TARGET CORP | COM | $370K | 0.2%Prev: 0.2% | 3,782 SH | Decreased-131 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $247K | 0.2%Prev: 0.1% | 427 SH | Increased-32 SH |
| UNION PAC CORP | COM | $238K | 0.1%Prev: 0.1% | 1,030 SH | Decreased-79 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $38.0M | 23.4%Prev: 21.4% | 481,638 SH | Decreased-86,345 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $1.6M | 1.0%Prev: 0.8% | 21,511 SH | Decreased-1,703 SH |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $501K | 0.3%Prev: 0.3% | 10,056 SH | Decreased-1,836 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $269K | 0.2% | 551 SH | New |
| VANGUARD INDEX FDS | MID CAP ETF | $574K | 0.4%Prev: 0.3% | 1,979 SH | Decreased-5,458 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $522K | 0.3%Prev: 0.2% | 5,902 SH | Increased+1,136 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.0M | 1.2%Prev: 1.1% | 3,225 SH | Decreased |
| VANGUARD INDEX FDS | SMALL CP ETF | $265K | 0.2%Prev: 0.2% | 1,027 SH | Decreased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $4.0M | 2.5%Prev: 2.5% | 12,002 SH | Decreased-2,125 SH |
| VANGUARD INDEX FDS | VALUE ETF | $232K | 0.1%Prev: 0.1% | 1,214 SH | Decreased-2 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.5M | 0.9%Prev: 0.8% | 28,055 SH | Decreased-1 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $434K | 0.3%Prev: 0.2% | 1,975 SH | Decreased |
| VANGUARD STAR FDS | VG TL INTL STK F | $3.4M | 2.1%Prev: 1.8% | 44,538 SH | Decreased+1,090 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $3.8M | 2.4%Prev: 2.1% | 61,494 SH | Decreased-12 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $1.2M | 0.8%Prev: 0.7% | 17,354 SH | Decreased-482 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $334K | 0.2%Prev: 0.2% | 2,763 SH | Decreased-694 SH |
| WALMART INC | COM | $303K | 0.2%Prev: 0.2% | 2,717 SH | Decreased-47 SH |
| 13F-HR |
| 0002080991-26-000002 |
| $171.2M |
| View |