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CIK 0002144328 • 5 13F filings • Jul 15, 2026 – Jul 15, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $323K | 0.3%Prev: 0.4% | 1,820 SH | Decreased |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $1.7M | 1.5%Prev: 1.5% | 24,743 SH | Decreased+489 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $3.3M | 3.0%Prev: 2.7% | 44,040 SH | Decreased+1,252 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $9.0M | 8.2%Prev: 7.3% | 88,794 SH | Decreased+898 SH |
| DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | $1.2M | 1.1%Prev: 1.7% | 29,378 SH | Decreased-23,065 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $2.9M | 2.6%Prev: 3.1% | 96,794 SH | Decreased-23,144 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS HI | $554K | 0.5%Prev: 0.4% | 19,794 SH | Increased+3,517 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $558K | 0.5% | 18,618 SH | New |
| DIMENSIONAL ETF TRUST | GLOB CO PLUS ETF | $12.6M | 11.5%Prev: 11.5% | 231,191 SH | Decreased-51,851 SH |
| DIMENSIONAL ETF TRUST | GLOBAL CR ETF | $6.8M | 6.2%Prev: 6.6% | 124,879 SH | Decreased-36,862 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $1.2M | 1.1%Prev: 1.1% | 44,653 SH | Decreased-11,072 SH |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $386K | 0.4%Prev: 0.3% | 9,806 SH | Decreased+677 SH |
| DIMENSIONAL ETF TRUST | INTL COR FIX ETF | $1.2M | 1.1%Prev: 1.7% | 23,269 SH | Decreased-18,862 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $6.6M | 6.1%Prev: 6.7% | 213,766 SH | Decreased-38,194 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $992K | 0.9%Prev: 0.7% | 33,623 SH | Increased+6,557 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $1.0M | 1.0%Prev: 0.7% | 31,748 SH | Increased+7,455 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $7.2M | 6.6%Prev: 6.0% | 152,235 SH | Decreased-15,789 SH |
| DIMENSIONAL ETF TRUST | SHOR DUR FIX ETF | $3.2M | 2.9%Prev: 3.4% | 66,031 SH | Decreased-27,788 SH |
| DIMENSIONAL ETF TRUST | ULTR FIX INC ETF | $1.7M | 1.6%Prev: 1.5% | 33,516 SH | Decreased-5,981 SH |
| DIMENSIONAL ETF TRUST | US COR EQU 1 ETF | $2.0M | 1.8%Prev: 2.3% | 30,177 SH | Decreased-12,815 SH |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $23.0M | 21.0%Prev: 22.1% | 641,214 SH | Decreased-117,011 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROF ETF | $3.2M | 2.9%Prev: 2.2% | 89,513 SH | Increased+8,262 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $3.1M | 2.8%Prev: 2.6% | 103,863 SH | Decreased+6,671 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $1.1M | 1.0%Prev: 0.8% | 28,155 SH | Decreased+955 SH |
| ISHARES INC | CORE MSCI EMKT | $336K | 0.3%Prev: 0.3% | 5,592 SH | Decreased+82 SH |
| ISHARES TR | CORE S&P500 ETF | $1.6M | 1.5%Prev: 1.3% | 2,575 SH | Decreased+17 SH |
| MCKESSON CORP | COM | $363K | 0.3% | 496 SH | New |
| NVIDIA CORPORATION | COM | $321K | 0.3%Prev: 0.3% | 2,030 SH | Decreased-450 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $2.9M | 2.6%Prev: 2.3% | 20,920 SH | Decreased |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $285K | 0.3% | 11,664 SH | New |
| SPDR SERIES TRUST | ST STR BL 12 ETF | $568K | 0.5%Prev: 0.4% | 5,714 SH | Increased+240 SH |
| SPDR SERIES TRUST | ST STR BLO 1 ETF | $1.5M | 1.4%Prev: 1.2% | 16,837 SH | Decreased-1,171 SH |
| TESLA INC | COM | $1.5M | 1.4%Prev: 1.3% | 4,690 SH | Decreased |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $276K | 0.3%Prev: 0.2% | 1,678 SH | Decreased |
| VANGUARD INDEX FDS | MID CAP ETF | $769K | 0.7%Prev: 0.6% | 2,747 SH | Decreased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $574K | 0.5%Prev: 0.4% | 1,010 SH | Increased+208 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $299K | 0.3%Prev: 0.3% | 1,535 SH | Decreased |
| VANGUARD INDEX FDS | SMALL CP ETF | $917K | 0.8%Prev: 0.8% | 3,869 SH | Decreased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $733K | 0.7%Prev: 0.3% | 2,412 SH | Increased+1,010 SH |
| VANGUARD INDEX FDS | VALUE ETF | $775K | 0.7%Prev: 0.6% | 4,385 SH | Decreased |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $685K | 0.6%Prev: 0.6% | 12,023 SH | Decreased-257 SH |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $279K | 0.3%Prev: 0.2% | 3,480 SH | Decreased |
| 13F-HR |
| 0001754960-26-000535 |
| $122.6M |
| View |
| Jul 15, 2026 | Q2 2026 | 13F-HR | 0001754960-26-000538 | $154.4M | View |
| Jul 15, 2026 | Q2 2025 | 13F-HR | 0001754960-26-000534 | $109.4M | View |
| Jul 15, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000537 | $133.4M | View |