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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 | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $604K | 0.2% | 1,039 SH | New |
| ALPHABET INC | CAP STK CL C | $386K | 0.1%Prev: 0.1% | 1,092 SH | Increased-48 SH |
| AMAZON COM INC | COM | $4.4M | 1.3%Prev: 2.0% | 18,616 SH | Increased-121 SH |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | $3.2M | 0.9%Prev: 1.3% | 48,114 SH | Increased-2,035 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $223K | 0.1%Prev: 0.1% | 2,498 SH | Decreased-995 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $10.8M | 3.1%Prev: 2.7% | 104,377 SH | Increased+35,480 SH |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | $645K | 0.2%Prev: 1.3% | 13,609 SH | Decreased-45,080 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $11.0M | 3.2%Prev: 4.5% | 85,738 SH | Increased-4,854 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $2.1M | 0.6%Prev: 0.8% | 23,084 SH | Increased-1,660 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $24.9M | 7.1%Prev: 3.4% | 199,235 SH | Increased+122,826 SH |
| AMERICAN EXPRESS CO | COM | $3.2M | 0.9%Prev: 1.5% | 9,585 SH | Increased+66 SH |
| AMERIPRISE FINL INC | COM | $741K | 0.2%Prev: 0.4% | 1,616 SH | Decreased+11 SH |
| APPLE INC | COM | $11.1M | 3.2%Prev: 3.9% | 38,406 SH | Increased-667 SH |
| BANK OF AMER CORP | COM | $787K | 0.2% | 13,818 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.1M | 0.3%Prev: 0.6% | 2,268 SH | Decreased-134 SH |
| CADIZ INC | COM NEW | $1.1M | 0.3%Prev: 0.4% | 263,830 SH | Increased+8,212 SH |
| CHEVRON CORPORATION | COM | $287K | 0.1% | 1,732 SH | New |
| CSX CORP | COM | $278K | 0.1% | 5,846 SH | New |
| DIMENSIONAL ETF TRUST | CALIF MUN BD ETF | $553K | 0.2%Prev: 0.4% | 11,026 SH | Decreased-6,678 SH |
| DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | $37.9M | 10.9% | 898,068 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $2.6M | 0.7% | 60,796 SH | New |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $10.1M | 2.9%Prev: 2.1% | 251,957 SH | Increased+100,903 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $5.6M | 1.6%Prev: 4.1% | 195,023 SH | Decreased-116,047 SH |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | $12.3M | 3.5%Prev: 3.3% | 235,814 SH | Increased+107,352 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $23.1M | 6.6%Prev: 4.3% | 558,989 SH | Increased+307,314 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $1.8M | 0.5%Prev: 0.6% | 49,601 SH | Increased+8,085 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $710K | 0.2%Prev: 0.3% | 17,690 SH | Increased-1,128 SH |
| DIMENSIONAL ETF TRUST | SHOR DUR FIX ETF | $15.3M | 4.4% | 321,133 SH | New |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $105.3M | 30.2% | 2,373,136 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $2.3M | 0.7%Prev: 1.0% | 44,210 SH | Increased-3,054 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROF ETF | $15.5M | 4.5% | 372,203 SH | New |
| DIMENSIONAL ETF TRUST | US LARG VALU ETF | $721K | 0.2% | 18,239 SH | New |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $7.5M | 2.1%Prev: 3.0% | 107,010 SH | Increased-6,079 SH |
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | $4.2M | 1.2%Prev: 0.9% | 50,659 SH | Increased+22,600 SH |
| DIREXION SHARES ETF TRUST | DAILY SMALL CAP | $515K | 0.1% | 6,857 SH | New |
| EXXON MOBIL CORP | COM | $288K | 0.1%Prev: 0.1% | 2,106 SH | Increased+88 SH |
| GE AEROSPACE | COM NEW | $424K | 0.1%Prev: 0.2% | 1,135 SH | Increased-150 SH |
| GE VERNOVA INC | COM | $390K | 0.1% | 332 SH | New |
| INTEL CORP | COM | $800K | 0.2%Prev: 0.1% | 5,726 SH | Increased-6,715 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $259K | 0.1%Prev: 0.1% | 921 SH | Decreased+20 SH |
| INVESCO EXCH TRADED FD TR II | CALIF AMT MUN | $218K | 0.1%Prev: 0.1% | 8,896 SH | Decreased-2,274 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1.0M | 0.3%Prev: 0.4% | 1,385 SH | Increased-83 SH |
| ISHARES TR | CORE US AGGBD ET | $292K | 0.1%Prev: 0.2% | 2,950 SH | Decreased-244 SH |
| ISHARES TR | ESG OPTIMIZED | $260K | 0.1%Prev: 0.1% | 1,688 SH | Increased-9 SH |
| ISHARES TR | RUS 1000 GRW ETF | $577K | 0.2%Prev: 0.6% | 4,646 SH | Decreased+1,907 SH |
| ISHARES TR | RUS 1000 VAL ETF | $481K | 0.1%Prev: 0.5% | 1,983 SH | Decreased-3,756 SH |
| ISHARES TR | RUS 2000 GRW ETF | $544K | 0.2%Prev: 0.2% | 1,380 SH | Increased-310 SH |
| ISHARES TR | RUS MD CP GR ETF | $267K | 0.1%Prev: 0.2% | 1,825 SH | Decreased-1,151 SH |
| ISHARES TR | RUS MDCP VAL ETF | $659K | 0.2%Prev: 0.4% | 4,005 SH | Decreased-1,658 SH |
| ISHARES TR | S&P MC 400GR ETF | $244K | 0.1% | 2,077 SH | New |
| ISHARES TR | U.S. TECH ETF | $304K | 0.1%Prev: 0.1% | 1,204 SH | Increased |
| JPMORGAN CHASE & CO | COM | $384K | 0.1% | 1,172 SH | New |
| LOCKHEED MARTIN CORP | COM | $2.2M | 0.6%Prev: 0.9% | 4,277 SH | Increased+331 SH |
| MARATHON PETE CORP | COM | $775K | 0.2%Prev: 0.2% | 3,031 SH | Increased+31 SH |
| MICROSOFT CORP | COM | $647K | 0.2%Prev: 0.4% | 1,734 SH | Decreased-112 SH |
| MOTOROLA SOLUTIONS INC | COM NEW | $1.9M | 0.6%Prev: 0.9% | 4,627 SH | Decreased+27 SH |
| NETFLIX INC. | COM | $294K | 0.1% | 4,120 SH | New |
| NVIDIA CORPORATION | COM | $1.3M | 0.4%Prev: 0.5% | 6,701 SH | Increased-362 SH |
| PROCTER & GAMBLE CO | COM | $1.5M | 0.4% | 9,975 SH | New |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $245K | 0.1%Prev: 0.1% | 6,754 SH | Decreased-1,494 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $241K | 0.1%Prev: 0.1% | 8,695 SH | Decreased-4,205 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $555K | 0.2%Prev: 0.3% | 15,055 SH | Increased-4,106 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $350K | 0.1%Prev: 0.1% | 9,683 SH | Increased-577 SH |
| SPDR GOLD TR | GOLD SHS | $297K | 0.1% | 807 SH | New |
| STARBUCKS CORP | COM | $206K | 0.1% | 2,019 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $622K | 0.2% | 833 SH | New |
| TESLA INC | COM | $4.5M | 1.3%Prev: 1.3% | 10,629 SH | Increased+2,150 SH |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | $216K | 0.1% | 1,571 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $356K | 0.1%Prev: 0.2% | 4,846 SH | Increased+610 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $494K | 0.1%Prev: 0.3% | 719 SH | Decreased-394 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $861K | 0.2% | 2,326 SH | New |
| VANGUARD STAR FDS | VG TL INTL STK F | $316K | 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 |