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CIK 0002005743 • 6 13F filings • May 12, 2025 – Aug 3, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $1K | 0.3%Prev: 0.3% | 3,468 SH | Increased-143 SH |
| ALPHABET INC | CAP STK CL C | $1K | 0.4%Prev: 0.4% | 4,505 SH | Increased-861 SH |
| AMAZON COM INC | COM | $564 | 0.2%Prev: 0.2% | 2,446 SH | Increased+202 SH |
| APPLE INC | COM | $4K | 1.1%Prev: 1.1% | 14,473 SH | Increased+511 SH |
| BIOCERES CROP SOLUTIONS CORP | SHS | $30 | 0.0%Prev: 0.0% | 23,038 SH | Decreased |
| CARDINAL HEALTH INC | COM | $572 | 0.2%Prev: 0.2% | 2,786 SH | Increased-524 SH |
| CATERPILLAR INC | COM | $985 | 0.3%Prev: 0.3% | 1,721 SH | Increased |
| CHEVRON CORP NEW | COM | $231 | 0.1%Prev: 0.1% | 1,516 SH | Decreased-179 SH |
| COSTCO WHSL CORP NEW | COM | $3K | 0.7%Prev: 0.7% | 3,143 SH | Increased+703 SH |
| DIMENSIONAL ETF TRUST | CALIF MUN BD ETF | $6K | 1.6%Prev: 1.7% | 115,162 SH | Increased+4,480 SH |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $13K | 3.5%Prev: 3.7% | 297,403 SH | Increased+12,068 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $9K | 2.5%Prev: 2.4% | 270,107 SH | Increased+30,353 SH |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | $5K | 1.4%Prev: 1.5% | 91,774 SH | Increased+4,129 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $36K | 9.8%Prev: 7.2% | 1,037,753 SH | Increased+318,875 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $1K | 0.4%Prev: 0.4% | 27,293 SH | Increased+2,535 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $15K | 4.2%Prev: 4.6% | 320,940 SH | Increased+10,440 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $71K | 19.6%Prev: 21.2% | 1,799,272 SH | Increased+10,773 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $239 | 0.1%Prev: 0.1% | 5,142 SH | Increased+8 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $202 | 0.1%Prev: 0.1% | 4,660 SH | Decreased-125 SH |
| EA SERIES TRUST | ALPHA ARCHITECT | $11K | 3.0%Prev: 0.7% | 266,197 SH | Increased+163,491 SH |
| EA SERIES TRUST | FREEDOM 100 EM | $397 | 0.1%Prev: 0.1% | 7,746 SH | Increased+777 SH |
| EA SERIES TRUST | INTL QUAN MOMNTM | $4K | 1.0%Prev: 1.1% | 99,833 SH | Increased+6,135 SH |
| EA SERIES TRUST | INTL QUAN VALUE | $4K | 1.0%Prev: 1.0% | 115,659 SH | Increased+9,373 SH |
| EA SERIES TRUST | US QUAN MOMENTUM | $8K | 2.2%Prev: 2.2% | 122,292 SH | Increased+10,749 SH |
| EA SERIES TRUST | US QUAN VALUE | $8K | 2.3%Prev: 2.2% | 171,801 SH | Increased+14,604 SH |
| FRANKLIN TEMPLETON ETF TR | FRANKLIN DYN MUN | $3K | 0.8%Prev: 0.7% | 120,667 SH | Increased+25,741 SH |
| GRANITESHARES ETF TR | BBG COMMD K 1 | $5K | 1.3%Prev: 1.4% | 221,854 SH | Increased+11,337 SH |
| HOME DEPOT INC | COM | $312 | 0.1%Prev: 0.1% | 908 SH | Decreased-56 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1K | 0.3%Prev: 0.3% | 1,640 SH | Increased+122 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $1K | 0.3%Prev: 3.7% | 11,488 SH | Decreased-107,133 SH |
| ISHARES TR | 7-10 YR TRSY BD | $5K | 1.4%Prev: 1.1% | 52,081 SH | Increased+15,301 SH |
| ISHARES TR | CORE MSCI EAFE | $5K | 1.5%Prev: 1.5% | 61,005 SH | Increased+3,809 SH |
| ISHARES TR | MSCI EAFE ETF | $261 | 0.1%Prev: 0.1% | 2,723 SH | Increased+382 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $600 | 0.2%Prev: 0.2% | 11,863 SH | Decreased-109 SH |
| JOHNSON & JOHNSON | COM | $229 | 0.1%Prev: 0.1% | 1,110 SH | Decreased-158 SH |
| LAM RESEARCH CORP | COM NEW | $607 | 0.2% | 3,548 SH | New |
| MASTERCARD INCORPORATED | CL A | $300 | 0.1%Prev: 0.1% | 527 SH | Decreased-134 SH |
| MCKESSON CORP | COM | $588 | 0.2%Prev: 0.2% | 718 SH | Increased+1 SH |
| META PLATFORMS INC | CL A | $229 | 0.1%Prev: 0.1% | 348 SH | Increased+43 SH |
| MICROSOFT CORP | COM | $1K | 0.3%Prev: 0.4% | 2,509 SH | Decreased-142 SH |
| NVIDIA CORPORATION | COM | $572 | 0.2%Prev: 0.1% | 3,069 SH | Increased+1,060 SH |
| PACCAR INC | COM | $875 | 0.2%Prev: 0.2% | 7,997 SH | Increased |
| PACER FDS TR | TRENDP US LAR CP | $2K | 0.6%Prev: 0.6% | 41,060 SH | Increased+4,212 SH |
| PACER FDS TR | TRENDPILOT INTL | $1K | 0.3%Prev: 0.3% | 38,948 SH | Increased+3,356 SH |
| QUALCOMM INC | COM | $402 | 0.1%Prev: 0.1% | 2,350 SH | Increased-7 SH |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $16K | 4.5%Prev: 2.5% | 650,156 SH | Increased+325,923 SH |
| SEMPRA | COM | $1K | 0.3%Prev: 0.4% | 12,752 SH | Decreased-33 SH |
| SPDR SERIES TRUST | PORTFOLIO S&P500 | $11K | 2.9%Prev: 3.1% | 133,163 SH | Increased+3,143 SH |
| SPDR SERIES TRUST | PORTFOLIO SH TSR | $609 | 0.2%Prev: 0.2% | 20,805 SH | Decreased-274 SH |
| SPDR SERIES TRUST | S&P 600 SMCP VAL | $428 | 0.1%Prev: 0.1% | 4,708 SH | Increased |
| TESLA INC | COM | $506 | 0.1%Prev: 0.2% | 1,126 SH | Increased+22 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $241 | 0.1%Prev: 0.1% | 3,266 SH | Increased+83 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $206 | 0.1%Prev: 0.1% | 4,276 SH | Increased+185 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $242 | 0.1%Prev: 0.1% | 497 SH | Increased+1 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $2K | 0.7%Prev: 1.0% | 27,471 SH | Decreased-8,606 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $310 | 0.1% | 495 SH | New |
| VANGUARD INDEX FDS | SM CP VAL ETF | $11K | 2.9%Prev: 3.1% | 49,986 SH | Increased+1,563 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $38K | 10.3%Prev: 12.5% | 111,870 SH | Decreased-12,049 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $1K | 0.3%Prev: 0.3% | 14,160 SH | Decreased-742 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $6K | 1.5%Prev: 1.7% | 104,338 SH | Increased+1,976 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $937 | 0.3%Prev: 0.2% | 18,958 SH | Increased+3,653 SH |
| VANGUARD MUN BD FDS | INTERMEDIATE TRM | $269 | 0.1% | 2,672 SH | New |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $8K | 2.2%Prev: 1.2% | 156,705 SH | Increased+76,338 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $2K | 0.7%Prev: 0.7% | 42,283 SH | Increased+2,908 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $7K | 1.8%Prev: 2.0% | 30,395 SH | Increased-181 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $24K | 6.5%Prev: 5.3% | 379,182 SH | Increased+90,929 SH |
| VICTORY PORTFOLIOS II | VICTORYSHS US | $452 | 0.1%Prev: 0.1% | 8,181 SH | Increased+5 SH |
| WELLTOWER INC | COM | $266 | 0.1%Prev: 0.1% | 1,438 SH | Decreased-445 SH |
| WORKDAY INC | CL A | $252 | 0.1%Prev: 0.1% | 1,175 SH | Decreased-300 SH |
| 13F-HR |
| 0002005743-26-000004 |
| $448K |
| View |
| Jul 25, 2025 | Q2 2025 | 13F-HR | 0001907157-25-000021 | $281K | View |
| May 1, 2026 | Q1 2026 | 13F-HR | 0002005743-26-000003 | $381K | View |
| May 12, 2025 | Q1 2025 | 13F-HR | 0002005743-25-000002 | $243K | View |