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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 | $643K | 0.4%Prev: 0.3% | 1,820 SH | Increased |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $2.3M | 1.5%Prev: 1.5% | 24,187 SH | Increased-556 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $3.8M | 2.5%Prev: 3.0% | 42,694 SH | Increased-1,346 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $11.2M | 7.3%Prev: 8.2% | 87,592 SH | Increased-1,202 SH |
| DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | $2.4M | 1.6%Prev: 1.1% | 58,013 SH | Increased+28,635 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $4.9M | 3.1%Prev: 2.6% | 119,407 SH | Increased+22,613 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS HI | $634K | 0.4%Prev: 0.5% | 14,816 SH | Increased-4,978 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $601K | 0.4%Prev: 0.5% | 14,090 SH | Increased-4,528 SH |
| DIMENSIONAL ETF TRUST | GLOB CO PLUS ETF | $16.8M | 10.9%Prev: 11.5% | 307,636 SH | Increased+76,445 SH |
| DIMENSIONAL ETF TRUST | GLOBAL CR ETF | $9.6M | 6.2%Prev: 6.2% | 174,986 SH | Increased+50,107 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $1.7M | 1.1%Prev: 1.1% | 59,364 SH | Increased+14,711 SH |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $415K | 0.3%Prev: 0.4% | 9,208 SH | Increased-598 SH |
| DIMENSIONAL ETF TRUST | INTL COR FIX ETF | $2.4M | 1.6%Prev: 1.1% | 45,373 SH | Increased+22,104 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $9.3M | 6.1%Prev: 6.1% | 250,903 SH | Increased+37,137 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $888K | 0.6%Prev: 0.9% | 26,007 SH | Decreased-7,616 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $921K | 0.6%Prev: 1.0% | 22,950 SH | Decreased-8,798 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $9.1M | 5.9%Prev: 6.6% | 188,504 SH | Increased+36,269 SH |
| DIMENSIONAL ETF TRUST | SHOR DUR FIX ETF | $4.2M | 2.7%Prev: 2.9% | 87,094 SH | Increased+21,063 SH |
| DIMENSIONAL ETF TRUST | ULTR FIX INC ETF | $3.8M | 2.5%Prev: 1.6% | 75,678 SH | Increased+42,162 SH |
| DIMENSIONAL ETF TRUST | US COR EQU 1 ETF | $3.4M | 2.2%Prev: 1.8% | 41,871 SH | Increased+11,694 SH |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $36.5M | 23.6%Prev: 21.0% | 822,037 SH | Increased+180,823 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROF ETF | $3.2M | 2.1%Prev: 2.9% | 77,529 SH | Increased-11,984 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $3.4M | 2.2%Prev: 2.8% | 88,741 SH | Increased-15,122 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $1.3M | 0.8%Prev: 1.0% | 26,821 SH | Increased-1,334 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $2.5M | 1.6% | 67,602 SH | New |
| ISHARES INC | CORE MSCI EMKT | $466K | 0.3%Prev: 0.3% | 5,627 SH | Increased+35 SH |
| ISHARES TR | CORE S&P500 ETF | $1.9M | 1.2%Prev: 1.5% | 2,502 SH | Increased-73 SH |
| NVIDIA CORPORATION | COM | $496K | 0.3%Prev: 0.3% | 2,480 SH | Increased+450 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $2.4M | 1.6%Prev: 2.6% | 20,920 SH | Decreased |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $263K | 0.2%Prev: 0.3% | 8,941 SH | Decreased-2,723 SH |
| SPDR SERIES TRUST | ST STR BL 12 ETF | $459K | 0.3%Prev: 0.5% | 4,623 SH | Decreased-1,091 SH |
| SPDR SERIES TRUST | ST STR BLO 1 ETF | $2.2M | 1.4%Prev: 1.4% | 23,610 SH | Increased+6,773 SH |
| TESLA INC | COM | $2.0M | 1.3%Prev: 1.4% | 4,690 SH | Increased |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $382K | 0.2%Prev: 0.3% | 1,931 SH | Increased+253 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $885K | 0.6%Prev: 0.7% | 10,988 SH | Increased+8,241 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $551K | 0.4%Prev: 0.5% | 802 SH | Decreased-208 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $420K | 0.3%Prev: 0.3% | 1,727 SH | Increased+192 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.2M | 0.8%Prev: 0.8% | 3,869 SH | Increased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $690K | 0.4%Prev: 0.7% | 1,864 SH | Decreased-548 SH |
| VANGUARD INDEX FDS | VALUE ETF | $955K | 0.6%Prev: 0.7% | 4,381 SH | Increased-4 SH |
| VANGUARD INSTL INDEX FD | 0 3 MO TR BI ETF | $306K | 0.2% | 4,038 SH | New |
| VANGUARD MUN BD FDS | CORE TAX EXEMPT | $803K | 0.5% | 10,513 SH | New |
| VANGUARD STAR FDS | VG TL INTL STK F | $663K | 0.4% | 7,750 SH | New |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.1M | 0.7%Prev: 0.6% | 15,247 SH | Increased+3,224 SH |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $342K | 0.2%Prev: 0.3% | 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 |