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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 | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $202K | 0.1%Prev: 0.1% | 1,140 SH | Decreased+48 SH |
| AMAZON COM INC | COM | $4.1M | 2.0%Prev: 1.3% | 18,737 SH | Increased+121 SH |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | $2.7M | 1.3%Prev: 1.0% | 50,149 SH | Decreased-1,073 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $259K | 0.1%Prev: 0.1% | 3,493 SH | Increased+1,015 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $5.5M | 2.7%Prev: 3.3% | 68,897 SH | Decreased-28,608 SH |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | $2.6M | 1.3%Prev: 0.2% | 58,689 SH | Increased+42,825 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $9.1M | 4.5%Prev: 3.2% | 90,592 SH | Decreased+5,291 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $1.7M | 0.8%Prev: 0.6% | 24,744 SH | Decreased+1,110 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $7.0M | 3.4%Prev: 7.1% | 76,409 SH | Decreased-116,693 SH |
| AMERICAN EXPRESS CO | COM | $3.0M | 1.5%Prev: 1.0% | 9,519 SH | Increased-61 SH |
| AMERIPRISE FINL INC | COM | $857K | 0.4%Prev: 0.2% | 1,605 SH | Increased-11 SH |
| APPLE INC | COM | $8.0M | 3.9%Prev: 3.3% | 39,073 SH | Decreased+700 SH |
| BANK AMERICA CORP | COM | $639K | 0.3%Prev: 0.2% | 13,507 SH | Decreased-247 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.2M | 0.6%Prev: 0.4% | 2,402 SH | Increased+134 SH |
| CADIZ INC | COM NEW | $764K | 0.4%Prev: 0.4% | 255,618 SH | Decreased-8,212 SH |
| CHEVRON CORP NEW | COM | $391K | 0.2% | 2,731 SH | New |
| COSTCO WHSL CORP NEW | COM | $246K | 0.1% | 249 SH | New |
| DIMENSIONAL ETF TRUST | CALIF MUN BD ETF | $872K | 0.4%Prev: 0.4% | 17,704 SH | Decreased-3,811 SH |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $15.4M | 7.5%Prev: 10.3% | 365,203 SH | Decreased-367,217 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $4.4M | 2.1%Prev: 2.8% | 151,054 SH | Decreased-94,782 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $8.3M | 4.1%Prev: 1.9% | 311,070 SH | Increased+100,090 SH |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | $6.7M | 3.3%Prev: 3.7% | 128,462 SH | Decreased-87,968 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $8.7M | 4.3%Prev: 6.5% | 251,675 SH | Decreased-250,212 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $1.3M | 0.6%Prev: 0.6% | 41,516 SH | Decreased-7,659 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $619K | 0.3%Prev: 0.2% | 18,818 SH | Decreased+1,092 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $7.5M | 3.6%Prev: 4.6% | 155,234 SH | Decreased-129,803 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $2.0M | 1.0%Prev: 0.7% | 47,264 SH | Decreased+2,711 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $62.1M | 30.3%Prev: 29.3% | 1,732,376 SH | Decreased-522,879 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $7.1M | 3.5%Prev: 4.1% | 198,828 SH | Decreased-133,567 SH |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $510K | 0.2%Prev: 0.2% | 16,428 SH | Decreased-2,561 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $6.1M | 3.0%Prev: 2.3% | 113,089 SH | Decreased+1,298 SH |
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | $1.9M | 0.9%Prev: 1.0% | 28,059 SH | Decreased-11,859 SH |
| DIREXION SHS ETF TR | DLY SMCAP BULL3X | $1.6M | 0.8% | 46,555 SH | New |
| EXXON MOBIL CORP | COM | $218K | 0.1%Prev: 0.1% | 2,018 SH | Decreased-82 SH |
| GE AEROSPACE | COM NEW | $331K | 0.2%Prev: 0.1% | 1,285 SH | Increased+151 SH |
| INTEL CORP | COM | $279K | 0.1%Prev: 0.1% | 12,441 SH | Decreased+2,275 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $266K | 0.1%Prev: 0.1% | 901 SH | Increased-16 SH |
| INVESCO EXCH TRADED FD TR II | CALIF AMT MUN | $261K | 0.1%Prev: 0.1% | 11,170 SH | Increased+2,358 SH |
| INVESCO QQQ TR | UNIT SER 1 | $810K | 0.4%Prev: 0.3% | 1,468 SH | Decreased+36 SH |
| ISHARES TR | CORE US AGGBD ET | $317K | 0.2%Prev: 0.1% | 3,194 SH | Increased+151 SH |
| ISHARES TR | ESG OPTIMIZED | $215K | 0.1%Prev: 0.1% | 1,697 SH | Decreased+9 SH |
| ISHARES TR | RUS 1000 GRW ETF | $1.2M | 0.6%Prev: 0.2% | 2,739 SH | Increased+1,056 SH |
| ISHARES TR | RUS 1000 VAL ETF | $1.1M | 0.5%Prev: 0.2% | 5,739 SH | Increased+3,243 SH |
| ISHARES TR | RUS 2000 GRW ETF | $483K | 0.2%Prev: 0.2% | 1,690 SH | Decreased+4 SH |
| ISHARES TR | RUS MD CP GR ETF | $413K | 0.2%Prev: 0.1% | 2,976 SH | Increased-5 SH |
| ISHARES TR | RUS MDCP VAL ETF | $748K | 0.4%Prev: 0.3% | 5,663 SH | Decreased+382 SH |
| ISHARES TR | U.S. TECH ETF | $209K | 0.1%Prev: 0.1% | 1,204 SH | Decreased |
| JPMORGAN CHASE & CO. | COM | $316K | 0.2% | 1,091 SH | New |
| LOCKHEED MARTIN CORP | COM | $1.8M | 0.9%Prev: 0.9% | 3,946 SH | Decreased-444 SH |
| MARATHON PETE CORP | COM | $498K | 0.2%Prev: 0.2% | 3,000 SH | Decreased-30 SH |
| MICROSOFT CORP | COM | $918K | 0.4%Prev: 0.2% | 1,846 SH | Increased+129 SH |
| MOTOROLA SOLUTIONS INC | COM NEW | $1.9M | 0.9%Prev: 0.7% | 4,600 SH | Decreased-14 SH |
| NETFLIX INC | COM | $415K | 0.2% | 310 SH | New |
| NVIDIA CORPORATION | COM | $1.1M | 0.5%Prev: 0.4% | 7,063 SH | Decreased+450 SH |
| PROCTER AND GAMBLE CO | COM | $1.8M | 0.9% | 11,259 SH | New |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $249K | 0.1%Prev: 0.1% | 8,248 SH | Decreased+119 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $285K | 0.1%Prev: 0.1% | 12,900 SH | Decreased+831 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $233K | 0.1% | 10,008 SH | New |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $537K | 0.3%Prev: 0.2% | 19,161 SH | Increased+1,901 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $260K | 0.1%Prev: 0.1% | 10,260 SH | Decreased+399 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $510K | 0.2% | 825 SH | New |
| TESLA INC | COM | $2.7M | 1.3%Prev: 1.1% | 8,479 SH | Decreased-80 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $312K | 0.2%Prev: 0.1% | 4,236 SH | Decreased-541 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $632K | 0.3%Prev: 0.1% | 1,113 SH | Increased+401 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 |