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CIK 0002143045 • 6 13F filings • Aug 7, 2026 – Aug 28, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $458K | 0.4%Prev: 0.3% | 1,686 SH | Increased+621 SH |
| DIMENSIONAL ETF TRUST | GLOB CO PLUS ETF | $8.4M | 7.7%Prev: 0.3% | 155,196 SH | Increased+147,862 SH |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $37.2M | 34.1%Prev: 37.3% | 938,620 SH | Decreased-82,865 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $51.0M | 46.8%Prev: 50.3% | 1,413,681 SH | Decreased-85,795 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $672K | 0.6%Prev: 0.7% | 14,431 SH | Decreased-115 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $1.6M | 1.4%Prev: 1.5% | 26,395 SH | Decreased+855 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $445K | 0.4%Prev: 0.4% | 13,601 SH | Decreased+172 SH |
| ISHARES TR | TIPS BD ETF | $203K | 0.2% | 1,849 SH | New |
| PROFESIONALLY MANAGED PORTFO | AKRE FOCUS ETF | $859K | 0.8%Prev: 0.6% | 13,115 SH | Increased |
| SPDR GOLD TR | GOLD SHS | $355K | 0.3%Prev: 0.3% | 895 SH | Increased |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $282K | 0.3%Prev: 0.2% | 414 SH | Increased+73 SH |
| VANGUARD CALIF TAX FREE FDS | TAX EXEMPT BD FD | $396K | 0.4%Prev: 0.2% | 3,948 SH | Increased+1,561 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $4.1M | 3.8%Prev: 3.9% | 106,976 SH | Decreased-6,496 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.8M | 1.7%Prev: 1.6% | 5,422 SH | Decreased+203 SH |
| VANGUARD INDEX FDS | VALUE ETF | $214K | 0.2%Prev: 0.2% | 1,118 SH | Decreased-9 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $606K | 0.6%Prev: 0.2% | 12,046 SH | Increased+6,094 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $202K | 0.2% | 2,531 SH | New |
| WALMART INC | COM | $224K | 0.2% | 2,015 SH | New |
| 13F-HR/A |
| 0001754960-26-000787 |
| $114.6M |
| View |