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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 | $571K | 0.4%Prev: 0.4% | 1,820 SH | Increased |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $1.9M | 1.5%Prev: 1.5% | 24,443 SH | Increased-181 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $3.5M | 2.8%Prev: 2.8% | 43,116 SH | Increased-569 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $9.8M | 7.7%Prev: 7.8% | 88,040 SH | Increased-418 SH |
| DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | $2.1M | 1.6%Prev: 1.6% | 49,400 SH | Increased+2,841 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $3.7M | 2.9%Prev: 2.7% | 111,214 SH | Increased+7,945 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS HI | $557K | 0.4%Prev: 0.5% | 17,285 SH | Decreased-2,293 SH |
| DIMENSIONAL ETF TRUST | GLOB CO PLUS ETF | $14.5M | 11.3%Prev: 11.1% | 267,957 SH | Increased+22,134 SH |
| DIMENSIONAL ETF TRUST | GLOBAL CR ETF | $8.2M | 6.4%Prev: 6.2% | 151,387 SH | Increased+13,705 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $1.4M | 1.1%Prev: 1.1% | 52,272 SH | Increased+3,754 SH |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $409K | 0.3%Prev: 0.3% | 9,550 SH | Increased-96 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $548K | 0.4% | 16,252 SH | New |
| DIMENSIONAL ETF TRUST | INTL COR FIX ETF | $2.1M | 1.6%Prev: 1.6% | 39,696 SH | Increased+2,905 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $8.2M | 6.4%Prev: 6.0% | 238,290 SH | Increased+12,178 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $918K | 0.7%Prev: 0.8% | 28,982 SH | Decreased-4,420 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $1.0M | 0.8%Prev: 0.9% | 26,907 SH | Decreased-4,399 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $7.7M | 6.0%Prev: 6.1% | 159,378 SH | Increased+3,828 SH |
| DIMENSIONAL ETF TRUST | SHOR DUR FIX ETF | $4.4M | 3.5%Prev: 3.5% | 92,724 SH | Increased+4,876 SH |
| DIMENSIONAL ETF TRUST | ULTR FIX INC ETF | $2.2M | 1.7%Prev: 1.6% | 42,563 SH | Increased+4,452 SH |
| DIMENSIONAL ETF TRUST | US COR EQU 1 ETF | $3.0M | 2.4%Prev: 2.1% | 41,254 SH | Increased+5,312 SH |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $27.7M | 21.5%Prev: 21.0% | 698,559 SH | Increased+32,128 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROF ETF | $3.3M | 2.5%Prev: 2.7% | 85,721 SH | Decreased-2,592 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $3.5M | 2.7%Prev: 2.7% | 103,988 SH | Increased+1,261 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $1.2M | 0.9%Prev: 1.0% | 27,410 SH | Increased-60 SH |
| ISHARES INC | CORE MSCI EMKT | $370K | 0.3%Prev: 0.3% | 5,510 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $1.8M | 1.4%Prev: 1.4% | 2,558 SH | Increased |
| NVIDIA CORPORATION | COM | $463K | 0.4%Prev: 0.3% | 2,480 SH | Increased+450 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $3.7M | 2.9%Prev: 3.1% | 20,920 SH | Decreased |
| SPDR SERIES TRUST | ST STR BL 12 ETF | $567K | 0.4%Prev: 0.5% | 5,714 SH | Decreased |
| SPDR SERIES TRUST | ST STR BLO 1 ETF | $1.8M | 1.4%Prev: 1.4% | 19,830 SH | Increased+1,522 SH |
| TESLA INC | COM | $2.1M | 1.6%Prev: 1.7% | 4,690 SH | Increased |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $298K | 0.2%Prev: 0.2% | 1,678 SH | Increased |
| VANGUARD INDEX FDS | MID CAP ETF | $797K | 0.6%Prev: 0.7% | 2,747 SH | Decreased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $503K | 0.4%Prev: 0.5% | 802 SH | Decreased-173 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $325K | 0.3%Prev: 0.3% | 1,535 SH | Increased |
| VANGUARD INDEX FDS | SMALL CP ETF | $998K | 0.8%Prev: 0.8% | 3,869 SH | Increased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $470K | 0.4%Prev: 0.7% | 1,402 SH | Decreased-1,050 SH |
| VANGUARD INDEX FDS | VALUE ETF | $837K | 0.7%Prev: 0.7% | 4,385 SH | Increased |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $767K | 0.6%Prev: 0.6% | 12,280 SH | Increased |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $313K | 0.2%Prev: 0.2% | 3,480 SH | Increased |
| 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 |