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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 | $443K | 0.4%Prev: 0.4% | 1,820 SH | Decreased |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $1.8M | 1.5%Prev: 1.5% | 24,624 SH | Decreased+437 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $3.4M | 2.8%Prev: 2.5% | 43,685 SH | Decreased+991 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $9.6M | 7.8%Prev: 7.3% | 88,458 SH | Decreased+866 SH |
| DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | $2.0M | 1.6%Prev: 1.6% | 46,559 SH | Decreased-11,454 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $3.3M | 2.7%Prev: 3.1% | 103,269 SH | Decreased-16,138 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS HI | $598K | 0.5%Prev: 0.4% | 19,578 SH | Decreased+4,762 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $587K | 0.5%Prev: 0.4% | 18,397 SH | Decreased+4,307 SH |
| DIMENSIONAL ETF TRUST | GLOB CO PLUS ETF | $13.7M | 11.1%Prev: 10.9% | 245,823 SH | Decreased-61,813 SH |
| DIMENSIONAL ETF TRUST | GLOBAL CR ETF | $7.6M | 6.2%Prev: 6.2% | 137,682 SH | Decreased-37,304 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $1.3M | 1.1%Prev: 1.1% | 48,518 SH | Decreased-10,846 SH |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $395K | 0.3%Prev: 0.3% | 9,646 SH | Decreased+438 SH |
| DIMENSIONAL ETF TRUST | INTL COR FIX ETF | $2.0M | 1.6%Prev: 1.6% | 36,791 SH | Decreased-8,582 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $7.4M | 6.0%Prev: 6.1% | 226,112 SH | Decreased-24,791 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $1.0M | 0.8%Prev: 0.6% | 33,402 SH | Increased+7,395 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $1.1M | 0.9%Prev: 0.6% | 31,306 SH | Increased+8,356 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $7.5M | 6.1%Prev: 5.9% | 155,550 SH | Decreased-32,954 SH |
| DIMENSIONAL ETF TRUST | SHOR DUR FIX ETF | $4.2M | 3.5%Prev: 2.7% | 87,848 SH | Increased+754 SH |
| DIMENSIONAL ETF TRUST | ULTR FIX INC ETF | $1.9M | 1.6%Prev: 2.5% | 38,111 SH | Decreased-37,567 SH |
| DIMENSIONAL ETF TRUST | US COR EQU 1 ETF | $2.6M | 2.1%Prev: 2.2% | 35,942 SH | Decreased-5,929 SH |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $25.7M | 21.0%Prev: 23.6% | 666,431 SH | Decreased-155,606 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROF ETF | $3.3M | 2.7%Prev: 2.1% | 88,313 SH | Increased+10,784 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $3.3M | 2.7%Prev: 2.2% | 102,727 SH | Decreased+13,986 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $1.2M | 1.0%Prev: 0.8% | 27,470 SH | Decreased+649 SH |
| ISHARES INC | CORE MSCI EMKT | $363K | 0.3%Prev: 0.3% | 5,510 SH | Decreased-117 SH |
| ISHARES TR | CORE S&P500 ETF | $1.7M | 1.4%Prev: 1.2% | 2,558 SH | Decreased+56 SH |
| NVIDIA CORPORATION | COM | $379K | 0.3%Prev: 0.3% | 2,030 SH | Decreased-450 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $3.8M | 3.1%Prev: 1.6% | 20,920 SH | Increased |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $307K | 0.3%Prev: 0.2% | 11,664 SH | Increased+2,723 SH |
| SPDR SERIES TRUST | ST STR BL 12 ETF | $569K | 0.5%Prev: 0.3% | 5,714 SH | Increased+1,091 SH |
| SPDR SERIES TRUST | ST STR BLO 1 ETF | $1.7M | 1.4%Prev: 1.4% | 18,308 SH | Decreased-5,302 SH |
| TESLA INC | COM | $2.1M | 1.7%Prev: 1.3% | 4,690 SH | Increased |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $293K | 0.2%Prev: 0.2% | 1,678 SH | Decreased-253 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $807K | 0.7%Prev: 0.6% | 2,747 SH | Decreased-8,241 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $597K | 0.5%Prev: 0.4% | 975 SH | Increased+173 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $320K | 0.3%Prev: 0.3% | 1,535 SH | Decreased-192 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $984K | 0.8%Prev: 0.8% | 3,869 SH | Decreased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $805K | 0.7%Prev: 0.4% | 2,452 SH | Increased+588 SH |
| VANGUARD INDEX FDS | VALUE ETF | $818K | 0.7%Prev: 0.6% | 4,385 SH | Decreased+4 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $736K | 0.6%Prev: 0.7% | 12,280 SH | Decreased-2,967 SH |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $295K | 0.2%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 |