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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 | $266K | 0.1%Prev: 0.1% | 1,090 SH | Decreased-2 SH |
| AMAZON COM INC | COM | $4.1M | 1.7%Prev: 1.3% | 18,467 SH | Decreased-149 SH |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | $3.0M | 1.2%Prev: 0.9% | 51,485 SH | Decreased+3,371 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $6.9M | 2.8%Prev: 3.1% | 77,279 SH | Decreased-27,098 SH |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | $1.7M | 0.7%Prev: 0.2% | 38,583 SH | Increased+24,974 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $9.5M | 3.9%Prev: 3.2% | 87,525 SH | Decreased+1,787 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $1.7M | 0.7%Prev: 0.6% | 23,675 SH | Decreased+591 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $17.6M | 7.2%Prev: 7.1% | 176,711 SH | Decreased-22,524 SH |
| AMERICAN EXPRESS CO | COM | $3.2M | 1.3%Prev: 0.9% | 9,541 SH | Decreased-44 SH |
| AMERIPRISE FINL INC | COM | $791K | 0.3%Prev: 0.2% | 1,610 SH | Increased-6 SH |
| APPLE INC | COM | $9.8M | 4.0%Prev: 3.2% | 38,307 SH | Decreased-99 SH |
| BANK AMERICA CORP | COM | $697K | 0.3% | 13,512 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.1M | 0.5%Prev: 0.3% | 2,229 SH | Decreased-39 SH |
| CADIZ INC | COM NEW | $1.2M | 0.5%Prev: 0.3% | 255,618 SH | Increased-8,212 SH |
| CHEVRON CORP NEW | COM | $433K | 0.2% | 2,787 SH | New |
| CSX CORP | COM | $207K | 0.1%Prev: 0.1% | 5,838 SH | Decreased-8 SH |
| DIMENSIONAL ETF TRUST | CALIF MUN BD ETF | $882K | 0.4%Prev: 0.2% | 17,704 SH | Increased+6,678 SH |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $19.9M | 8.1% | 465,807 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $574K | 0.2%Prev: 0.7% | 17,985 SH | Decreased-42,811 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $5.6M | 2.3%Prev: 2.9% | 176,240 SH | Decreased-75,717 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $10.6M | 4.3%Prev: 1.6% | 387,241 SH | Increased+192,218 SH |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | $8.5M | 3.5%Prev: 3.5% | 159,752 SH | Decreased-76,062 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $11.0M | 4.5%Prev: 6.6% | 301,856 SH | Decreased-257,133 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $1.4M | 0.6%Prev: 0.5% | 44,220 SH | Decreased-5,381 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $673K | 0.3%Prev: 0.2% | 18,852 SH | Decreased+1,162 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $9.5M | 3.9% | 196,117 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $2.1M | 0.8%Prev: 0.7% | 45,461 SH | Decreased+1,251 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $70.7M | 28.8% | 1,832,199 SH | New |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $8.8M | 3.6% | 232,747 SH | New |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $539K | 0.2% | 16,371 SH | New |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $6.6M | 2.7%Prev: 2.1% | 112,642 SH | Decreased+5,632 SH |
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | $2.2M | 0.9%Prev: 1.2% | 31,112 SH | Decreased-19,547 SH |
| DIREXION SHS ETF TR | DLY SMCAP BULL3X | $824K | 0.3% | 18,222 SH | New |
| EXXON MOBIL CORP | COM | $228K | 0.1%Prev: 0.1% | 2,022 SH | Decreased-84 SH |
| GE AEROSPACE | COM NEW | $349K | 0.1%Prev: 0.1% | 1,161 SH | Decreased+26 SH |
| GE VERNOVA INC | COM | $211K | 0.1%Prev: 0.1% | 343 SH | Decreased+11 SH |
| INTEL CORP | COM | $375K | 0.2%Prev: 0.2% | 11,173 SH | Decreased+5,447 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $256K | 0.1%Prev: 0.1% | 906 SH | Decreased-15 SH |
| INVESCO EXCH TRADED FD TR II | CALIF AMT MUN | $267K | 0.1%Prev: 0.1% | 11,170 SH | Increased+2,274 SH |
| INVESCO QQQ TR | UNIT SER 1 | $881K | 0.4%Prev: 0.3% | 1,468 SH | Decreased+83 SH |
| ISHARES TR | CORE US AGGBD ET | $320K | 0.1%Prev: 0.1% | 3,196 SH | Increased+246 SH |
| ISHARES TR | ESG OPTIMIZED | $230K | 0.1%Prev: 0.1% | 1,697 SH | Decreased+9 SH |
| ISHARES TR | RUS 1000 GRW ETF | $787K | 0.3%Prev: 0.2% | 1,681 SH | Increased-2,965 SH |
| ISHARES TR | RUS 1000 VAL ETF | $564K | 0.2%Prev: 0.1% | 2,769 SH | Increased+786 SH |
| ISHARES TR | RUS 2000 GRW ETF | $541K | 0.2%Prev: 0.2% | 1,690 SH | Decreased+310 SH |
| ISHARES TR | RUS MD CP GR ETF | $424K | 0.2%Prev: 0.1% | 2,976 SH | Increased+1,151 SH |
| ISHARES TR | RUS MDCP VAL ETF | $791K | 0.3%Prev: 0.2% | 5,665 SH | Increased+1,660 SH |
| ISHARES TR | S&P MC 400GR ETF | $209K | 0.1%Prev: 0.1% | 2,184 SH | Decreased+107 SH |
| ISHARES TR | U.S. TECH ETF | $236K | 0.1%Prev: 0.1% | 1,204 SH | Decreased |
| JPMORGAN CHASE & CO. | COM | $344K | 0.1% | 1,091 SH | New |
| LOCKHEED MARTIN CORP | COM | $2.0M | 0.8%Prev: 0.6% | 3,963 SH | Decreased-314 SH |
| MARATHON PETE CORP | COM | $578K | 0.2%Prev: 0.2% | 3,000 SH | Decreased-31 SH |
| MICROSOFT CORP | COM | $848K | 0.3%Prev: 0.2% | 1,637 SH | Increased-97 SH |
| MOTOROLA SOLUTIONS INC | COM NEW | $2.1M | 0.9%Prev: 0.6% | 4,600 SH | Increased-27 SH |
| NETFLIX INC | COM | $372K | 0.2% | 310 SH | New |
| NVIDIA CORPORATION | COM | $1.4M | 0.6%Prev: 0.4% | 7,301 SH | Increased+600 SH |
| PROCTER AND GAMBLE CO | COM | $1.6M | 0.6% | 10,138 SH | New |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $273K | 0.1%Prev: 0.1% | 8,195 SH | Increased+1,441 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $299K | 0.1%Prev: 0.1% | 12,854 SH | Increased+4,159 SH |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | $210K | 0.1% | 4,623 SH | New |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $235K | 0.1% | 10,014 SH | New |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $568K | 0.2%Prev: 0.2% | 19,170 SH | Increased+4,115 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $286K | 0.1%Prev: 0.1% | 10,266 SH | Decreased+583 SH |
| SPDR GOLD TR | GOLD SHS | $287K | 0.1%Prev: 0.1% | 807 SH | Decreased |
| SPDR S&P 500 ETF TR | TR UNIT | $550K | 0.2% | 825 SH | New |
| TESLA INC | COM | $3.8M | 1.5%Prev: 1.3% | 8,511 SH | Decreased-2,118 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $343K | 0.1%Prev: 0.1% | 4,609 SH | Decreased-237 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $408K | 0.2%Prev: 0.1% | 667 SH | Decreased-52 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 |