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CIK 0002024251 • 7 13F filings • May 29, 2025 – Oct 13, 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 | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $3.6M | 2.1% | 18,782 SH | |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $214K | 0.1% | 3,549 SH | |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | $3.1M | 1.8% | 65,200 SH | |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $334K | 0.2% | 5,046 SH | |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $5.8M | 3.4% | 82,955 SH | |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | $3.0M | 1.8% | 70,103 SH | |
| AMERICAN CENTY ETF TR | US EQT ETF | $6.5M | 3.8% | 70,397 SH | |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $1.8M | 1.1% | 28,222 SH | |
| AMERICAN CENTY ETF TR | US SML CP VALU | $6.3M | 3.7% | 72,664 SH | |
| AMERICAN EXPRESS CO | COM | $2.6M | 1.5% | 9,496 SH | |
| AMERIPRISE FINL INC | COM | $775K | 0.5% | 1,600 SH | |
| APPLE INC | COM | $8.8M | 5.1% | 39,434 SH | |
| BANK AMERICA CORP | COM | $563K | 0.3% | 13,501 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.3M | 0.7% | 2,383 SH | |
| CADIZ INC | COM NEW | $749K | 0.4% | 255,618 SH | |
| CHEVRON CORP NEW | COM | $452K | 0.3% | 2,701 SH | |
| COSTCO WHSL CORP NEW | COM | $227K | 0.1% | 240 SH | |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $13.2M | 7.7% | 312,894 SH | |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $3.6M | 2.1% | 138,887 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $6.0M | 3.5% | 228,545 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | $4.6M | 2.7% | 89,587 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $10.0M | 5.8% | 319,302 SH | |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $336K | 0.2% | 11,538 SH | |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $5.1M | 2.9% | 106,478 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $1.9M | 1.1% | 50,535 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $47.3M | 27.5% | 1,435,007 SH | |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $5.5M | 3.2% | 164,647 SH | |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $494K | 0.3% | 16,156 SH | |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $4.8M | 2.8% | 93,269 SH | |
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | $1.7M | 1.0% | 27,047 SH | |
| DIREXION SHS ETF TR | DLY SMCAP BULL3X | $516K | 0.3% | 17,646 SH | |
| EXXON MOBIL CORP | COM | $240K | 0.1% | 2,015 SH | |
| GE AEROSPACE | COM NEW | $321K | 0.2% | 1,602 SH | |
| INTEL CORP | COM | $285K | 0.2% | 12,541 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $223K | 0.1% | 897 SH | |
| INVESCO EXCH TRADED FD TR II | CALIF AMT MUN | $490K | 0.3% | 20,528 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $717K | 0.4% | 1,529 SH | |
| ISHARES TR | CORE US AGGBD ET | $316K | 0.2% | 3,192 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $1.0M | 0.6% | 2,824 SH | |
| ISHARES TR | RUS 1000 VAL ETF | $1.1M | 0.6% | 5,870 SH | |
| ISHARES TR | RUS 2000 GRW ETF | $478K | 0.3% | 1,870 SH | |
| ISHARES TR | RUS MD CP GR ETF | $407K | 0.2% | 3,460 SH | |
| ISHARES TR | RUS MDCP VAL ETF | $824K | 0.5% | 6,544 SH | |
| JPMORGAN CHASE & CO. | COM | $268K | 0.2% | 1,091 SH | |
| LOCKHEED MARTIN CORP | COM | $1.8M | 1.0% | 3,928 SH | |
| MARATHON PETE CORP | COM | $437K | 0.3% | 3,000 SH | |
| MCCORMICK & CO INC | COM NON VTG | $362K | 0.2% | 4,400 SH | |
| MICROSOFT CORP | COM | $706K | 0.4% | 1,881 SH | |
| MOTOROLA SOLUTIONS INC | COM NEW | $2.0M | 1.2% | 4,600 SH | |
| NETFLIX INC | COM | $289K | 0.2% | 310 SH | |
| NVIDIA CORPORATION | COM | $766K | 0.4% | 7,071 SH | |
| PROCTER AND GAMBLE CO | COM | $1.9M | 1.1% | 11,217 SH | |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $252K | 0.1% | 9,148 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $321K | 0.2% | 16,243 SH | |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $267K | 0.2% | 11,550 SH | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $537K | 0.3% | 20,506 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $259K | 0.2% | 11,036 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $776K | 0.5% | 1,388 SH | |
| TESLA INC | COM | $2.3M | 1.4% | 8,994 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $311K | 0.2% | 4,234 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $472K | 0.3% | 1,274 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $565K | 0.3% | 1,100 SH |
| 13F-HR |
| 0001172661-25-004783 |
| $245.4M |
| View |
| Aug 7, 2026 | Q2 2026 | 13F-HR | 0001172661-26-003140 | $348.2M | View |
| Jul 14, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002572 | $204.6M | View |
| May 13, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001776 | $299.1M | View |
| May 29, 2025 | Q1 2025 | 13F-HR | 0001172661-25-002430 | $172.0M | View |