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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 | $313K | 0.1% | 1,092 SH | New |
| AMAZON COM INC | COM | $3.9M | 1.3%Prev: 2.1% | 18,616 SH | Increased-166 SH |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | $3.1M | 1.0%Prev: 1.8% | 51,222 SH | Decreased-13,978 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $210K | 0.1%Prev: 0.2% | 2,478 SH | Decreased-2,568 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $9.7M | 3.3%Prev: 3.4% | 97,505 SH | Increased+14,550 SH |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | $698K | 0.2%Prev: 1.8% | 15,864 SH | Decreased-54,239 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $9.5M | 3.2%Prev: 3.8% | 85,301 SH | Increased+14,904 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $1.9M | 0.6%Prev: 1.1% | 23,634 SH | Increased-4,588 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $21.3M | 7.1%Prev: 3.7% | 193,102 SH | Increased+120,438 SH |
| AMERICAN EXPRESS CO | COM | $2.9M | 1.0%Prev: 1.5% | 9,580 SH | Increased+84 SH |
| AMERIPRISE FINL INC | COM | $718K | 0.2%Prev: 0.5% | 1,616 SH | Decreased+16 SH |
| APPLE INC | COM | $9.7M | 3.3%Prev: 5.1% | 38,373 SH | Increased-1,061 SH |
| BANK AMERICA CORP | COM | $671K | 0.2%Prev: 0.3% | 13,754 SH | Increased+253 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.1M | 0.4%Prev: 0.7% | 2,268 SH | Decreased-115 SH |
| CADIZ INC | COM NEW | $1.3M | 0.4%Prev: 0.4% | 263,830 SH | Increased+8,212 SH |
| CHEVRON CORPORATION | COM | $566K | 0.2% | 2,736 SH | New |
| CSX CORP | COM | $240K | 0.1% | 5,853 SH | New |
| DIMENSIONAL ETF TRUST | CALIF MUN BD ETF | $1.1M | 0.4% | 21,515 SH | New |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $30.9M | 10.3%Prev: 7.7% | 732,420 SH | Increased+419,526 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $1.8M | 0.6% | 49,563 SH | New |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $8.3M | 2.8%Prev: 2.1% | 245,836 SH | Increased+106,949 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $5.6M | 1.9%Prev: 3.5% | 210,980 SH | Decreased-17,565 SH |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | $11.2M | 3.7%Prev: 2.7% | 216,430 SH | Increased+126,843 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $19.6M | 6.5%Prev: 5.8% | 501,887 SH | Increased+182,585 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $1.7M | 0.6% | 49,175 SH | New |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $699K | 0.2%Prev: 0.2% | 17,726 SH | Increased+6,188 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $13.6M | 4.6%Prev: 2.9% | 285,037 SH | Increased+178,559 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $2.0M | 0.7%Prev: 1.1% | 44,553 SH | Increased-5,982 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $87.6M | 29.3%Prev: 27.5% | 2,255,255 SH | Increased+820,248 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $12.2M | 4.1%Prev: 3.2% | 332,395 SH | Increased+167,748 SH |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $678K | 0.2%Prev: 0.3% | 18,989 SH | Increased+2,833 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $7.0M | 2.3%Prev: 2.8% | 111,791 SH | Increased+18,522 SH |
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | $2.9M | 1.0%Prev: 1.0% | 39,918 SH | Increased+12,871 SH |
| DIREXION SHARES ETF TRUST | DAILY SMALL CAP | $1.1M | 0.4% | 24,411 SH | New |
| EXXON MOBIL CORP | COM | $356K | 0.1%Prev: 0.1% | 2,100 SH | Increased+85 SH |
| GE AEROSPACE | COM NEW | $322K | 0.1%Prev: 0.2% | 1,134 SH | Increased-468 SH |
| GE VERNOVA INC | COM | $290K | 0.1% | 332 SH | New |
| INTEL CORP | COM | $449K | 0.1%Prev: 0.2% | 10,166 SH | Increased-2,375 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $222K | 0.1%Prev: 0.1% | 917 SH | Decreased+20 SH |
| INVESCO EXCH TRADED FD TR II | CALIF AMT MUN | $210K | 0.1%Prev: 0.3% | 8,812 SH | Decreased-11,716 SH |
| INVESCO QQQ TR | UNIT SER 1 | $826K | 0.3%Prev: 0.4% | 1,432 SH | Increased-97 SH |
| ISHARES TR | CORE US AGGBD ET | $302K | 0.1%Prev: 0.2% | 3,043 SH | Decreased-149 SH |
| ISHARES TR | ESG OPTIMIZED | $223K | 0.1% | 1,688 SH | New |
| ISHARES TR | RUS 1000 GRW ETF | $718K | 0.2%Prev: 0.6% | 1,683 SH | Decreased-1,141 SH |
| ISHARES TR | RUS 1000 VAL ETF | $533K | 0.2%Prev: 0.6% | 2,496 SH | Decreased-3,374 SH |
| ISHARES TR | RUS 2000 GRW ETF | $529K | 0.2%Prev: 0.3% | 1,686 SH | Increased-184 SH |
| ISHARES TR | RUS MD CP GR ETF | $382K | 0.1%Prev: 0.2% | 2,981 SH | Decreased-479 SH |
| ISHARES TR | RUS MDCP VAL ETF | $770K | 0.3%Prev: 0.5% | 5,281 SH | Decreased-1,263 SH |
| ISHARES TR | S&P MC 400GR ETF | $209K | 0.1% | 2,076 SH | New |
| ISHARES TR | U.S. TECH ETF | $218K | 0.1% | 1,204 SH | New |
| JPMORGAN CHASE & CO | COM | $345K | 0.1% | 1,172 SH | New |
| LOCKHEED MARTIN CORP | COM | $2.7M | 0.9%Prev: 1.0% | 4,390 SH | Increased+462 SH |
| MARATHON PETE CORP | COM | $740K | 0.2%Prev: 0.3% | 3,030 SH | Increased+30 SH |
| MICROSOFT CORP | COM | $636K | 0.2%Prev: 0.4% | 1,717 SH | Decreased-164 SH |
| MOTOROLA SOLUTIONS INC | COM NEW | $2.0M | 0.7%Prev: 1.2% | 4,614 SH | Decreased+14 SH |
| NETFLIX INC. | COM | $348K | 0.1% | 3,620 SH | New |
| NVIDIA CORPORATION | COM | $1.2M | 0.4%Prev: 0.4% | 6,613 SH | Increased-458 SH |
| PROCTER & GAMBLE CO | COM | $1.5M | 0.5% | 10,268 SH | New |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $268K | 0.1%Prev: 0.1% | 8,129 SH | Increased-1,019 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $299K | 0.1%Prev: 0.2% | 12,069 SH | Decreased-4,174 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $534K | 0.2%Prev: 0.3% | 17,260 SH | Decreased-3,246 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $287K | 0.1%Prev: 0.2% | 9,861 SH | Increased-1,175 SH |
| SPDR GOLD TR | GOLD SHS | $347K | 0.1% | 807 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $540K | 0.2% | 831 SH | New |
| TESLA INC | COM | $3.2M | 1.1%Prev: 1.4% | 8,559 SH | Increased-435 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $352K | 0.1%Prev: 0.2% | 4,777 SH | Increased+543 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $426K | 0.1%Prev: 0.3% | 712 SH | Decreased-388 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $754K | 0.3% | 2,349 SH | New |
| VANGUARD STAR FDS | VG TL INTL STK F | $285K | 0.1% | 3,691 SH | New |
| 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 |