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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 | $522K | 0.4% | 1,820 SH | |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $2.0M | 1.5% | 24,254 SH | |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $3.6M | 2.7% | 42,788 SH | |
| AMERICAN CENTY ETF TR | US EQT ETF | $9.8M | 7.3% | 87,896 SH | |
| DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | $2.2M | 1.7% | 52,443 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $4.1M | 3.1% | 119,938 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS HI | $550K | 0.4% | 16,277 SH | |
| DIMENSIONAL ETF TRUST | GLOB CO PLUS ETF | $15.3M | 11.5% | 283,042 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL CR ETF | $8.8M | 6.6% | 161,741 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $1.5M | 1.1% | 55,725 SH | |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $387K | 0.3% | 9,129 SH | |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $552K | 0.4% | 15,438 SH | |
| DIMENSIONAL ETF TRUST | INTL COR FIX ETF | $2.2M | 1.7% | 42,131 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $9.0M | 6.7% | 251,960 SH | |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $872K | 0.7% | 27,066 SH | |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $958K | 0.7% | 24,293 SH | |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $8.1M | 6.0% | 168,024 SH | |
| DIMENSIONAL ETF TRUST | SHOR DUR FIX ETF | $4.5M | 3.4% | 93,819 SH | |
| DIMENSIONAL ETF TRUST | ULTR FIX INC ETF | $2.0M | 1.5% | 39,497 SH | |
| DIMENSIONAL ETF TRUST | US COR EQU 1 ETF | $3.1M | 2.3% | 42,992 SH | |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $29.5M | 22.1% | 758,225 SH | |
| DIMENSIONAL ETF TRUST | US HIGH PROF ETF | $3.0M | 2.2% | 81,251 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $3.4M | 2.6% | 97,192 SH | |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $1.1M | 0.8% | 27,200 SH | |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $463K | 0.3% | 13,635 SH | |
| ISHARES INC | CORE MSCI EMKT | $384K | 0.3% | 5,510 SH | |
| ISHARES TR | CORE S&P500 ETF | $1.7M | 1.3% | 2,558 SH | |
| NVIDIA CORPORATION | COM | $433K | 0.3% | 2,480 SH | |
| PALANTIR TECHNOLOGIES INC | CL A | $3.1M | 2.3% | 20,920 SH | |
| SPDR SERIES TRUST | ST STR BL 12 ETF | $544K | 0.4% | 5,474 SH | |
| SPDR SERIES TRUST | ST STR BLO 1 ETF | $1.7M | 1.2% | 18,008 SH | |
| TESLA INC | COM | $1.7M | 1.3% | 4,690 SH | |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $309K | 0.2% | 1,678 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $789K | 0.6% | 2,747 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $479K | 0.4% | 802 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $333K | 0.3% | 1,535 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.0M | 0.8% | 3,869 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $450K | 0.3% | 1,402 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $860K | 0.6% | 4,385 SH | |
| VANGUARD MUN BD FDS | CORE TAX EXEMPT | $790K | 0.6% | 10,513 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $411K | 0.3% | 5,329 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $787K | 0.6% | 12,280 SH | |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $328K | 0.2% | 3,480 SH |
| 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 |