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CIK 0002042772 • 6 13F filings • May 12, 2025 – Jul 27, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $219K | 0.1%Prev: 0.1% | 1,748 SH | Increased+190 SH |
| ACCENTURE PLC IRELAND | SHS CLASS A | $207K | 0.1% | 770 SH | New |
| AFLAC INC | COM | $269K | 0.1%Prev: 0.1% | 2,439 SH | Decreased+5 SH |
| AKEBIA THERAPEUTICS INC | COM | $32K | 0.0%Prev: 0.0% | 20,000 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $297K | 0.1%Prev: 0.1% | 950 SH | Increased-96 SH |
| ALPHABET INC | CAP STK CL C | $210K | 0.1% | 669 SH | New |
| AMAZON COM INC | COM | $978K | 0.3%Prev: 0.3% | 4,235 SH | Increased+157 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $666K | 0.2%Prev: 0.2% | 8,650 SH | Increased+1,116 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $2.3M | 0.7%Prev: 0.8% | 24,649 SH | Increased-742 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $338K | 0.1%Prev: 0.1% | 3,026 SH | Increased+177 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $751K | 0.2%Prev: 0.2% | 9,912 SH | Increased+999 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $2.2M | 0.6%Prev: 0.7% | 21,508 SH | Increased+1,302 SH |
| AMPHENOL CORP NEW | CL A | $287K | 0.1%Prev: 0.1% | 2,123 SH | Increased+19 SH |
| APPLE INC | COM | $1.3M | 0.4%Prev: 0.3% | 4,752 SH | Increased+1,683 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $264K | 0.1%Prev: 0.1% | 1,026 SH | Decreased-2 SH |
| BANK AMERICA CORP | COM | $239K | 0.1%Prev: 0.1% | 4,351 SH | Increased+269 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $784K | 0.2%Prev: 0.3% | 1,560 SH | Increased+61 SH |
| BROADCOM INC | COM | $384K | 0.1%Prev: 0.1% | 1,110 SH | Increased-3 SH |
| BROWN & BROWN INC | COM | $801K | 0.2%Prev: 0.3% | 10,055 SH | Decreased-6 SH |
| CENTRAL SECS CORP | COM | $694K | 0.2%Prev: 0.2% | 13,678 SH | Decreased |
| CHEVRON CORP NEW | COM | $320K | 0.1%Prev: 0.1% | 2,100 SH | Decreased-127 SH |
| COMMUNITY HEALTH SYS INC NEW | COM | $309K | 0.1%Prev: 0.1% | 98,898 SH | Decreased |
| COSTCO WHSL CORP NEW | COM | $316K | 0.1%Prev: 0.1% | 366 SH | Increased+26 SH |
| DIMENSIONAL ETF TRUST | CALIF MUN BD ETF | $272K | 0.1%Prev: 0.1% | 5,436 SH | Decreased-498 SH |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $255K | 0.1% | 5,988 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $2.7M | 0.8%Prev: 0.6% | 80,903 SH | Increased+30,513 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $7.3M | 2.2%Prev: 2.1% | 225,077 SH | Increased+33,869 SH |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | $1.2M | 0.3%Prev: 0.3% | 21,743 SH | Increased+7,177 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $3.0M | 0.9%Prev: 0.5% | 112,924 SH | Increased+55,902 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $34.7M | 10.2%Prev: 10.3% | 696,178 SH | Increased+43,591 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $3.2M | 0.9%Prev: 0.5% | 83,278 SH | Increased+39,394 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $4.0M | 1.2%Prev: 1.2% | 116,710 SH | Increased+7,548 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $720K | 0.2% | 22,746 SH | New |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $2.8M | 0.8%Prev: 0.8% | 86,252 SH | Increased+7,884 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $9.1M | 2.7%Prev: 2.4% | 238,950 SH | Increased+44,343 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $11.4M | 3.4%Prev: 1.6% | 238,468 SH | Increased+141,406 SH |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | $7.6M | 2.2%Prev: 2.1% | 150,855 SH | Increased+27,003 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $3.7M | 1.1%Prev: 0.8% | 79,196 SH | Increased+28,767 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $21.8M | 6.4%Prev: 6.9% | 551,249 SH | Increased+25,830 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $37.6M | 11.1%Prev: 12.3% | 507,134 SH | Increased+11,225 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $3.2M | 1.0%Prev: 0.7% | 85,004 SH | Increased+31,287 SH |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $988K | 0.3%Prev: 0.3% | 28,866 SH | Increased+2,165 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $43.9M | 12.9%Prev: 14.1% | 942,335 SH | Increased+18,087 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $609K | 0.2%Prev: 0.2% | 26,598 SH | Increased+3,876 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $18.7M | 5.5%Prev: 6.1% | 267,844 SH | Increased+5,218 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $6.8M | 2.0%Prev: 1.6% | 207,768 SH | Increased+59,450 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $305K | 0.1% | 7,027 SH | New |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $51.7M | 15.2%Prev: 16.9% | 867,921 SH | Increased+15,293 SH |
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | $1.8M | 0.5%Prev: 0.5% | 24,901 SH | Increased+3,612 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $3.3M | 1.0%Prev: 1.1% | 99,680 SH | Increased-2,255 SH |
| DUCOMMUN INC DEL | COM | $381K | 0.1%Prev: 0.1% | 4,000 SH | Decreased |
| EA SERIES TRUST | ALPHA ARCH 1-3 | $1.1M | 0.3%Prev: 0.3% | 9,731 SH | Increased+906 SH |
| EA SERIES TRUST | EA BRIDGEWAY OMN | $4.4M | 1.3%Prev: 1.5% | 189,438 SH | Increased-5,015 SH |
| ELI LILLY & CO | COM | $2.0M | 0.6%Prev: 0.2% | 1,901 SH | Increased+1,149 SH |
| EXXON MOBIL CORP | COM | $397K | 0.1%Prev: 0.1% | 3,301 SH | Increased+304 SH |
| FERROGLOBE PLC | SHS | $53K | 0.0%Prev: 0.0% | 11,500 SH | Increased |
| FIRST TR EXCHANGE-TRADED ALP | COM SHS | $322K | 0.1%Prev: 0.1% | 2,016 SH | Decreased |
| GE AEROSPACE | COM NEW | $1.2M | 0.4%Prev: 0.4% | 3,868 SH | Increased+294 SH |
| GE VERNOVA INC | COM | $629K | 0.2%Prev: 0.2% | 962 SH | Increased+70 SH |
| GOLDMAN SACHS GROUP INC | COM | $272K | 0.1%Prev: 0.1% | 309 SH | Increased-23 SH |
| HENRY JACK & ASSOC INC | COM | $209K | 0.1% | 1,147 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $354K | 0.1%Prev: 0.1% | 1,194 SH | Increased+24 SH |
| INVESCO QQQ TR | UNIT SER 1 | $512K | 0.2%Prev: 0.1% | 834 SH | Increased+292 SH |
| ISHARES TR | CORE MSCI INTL | $697K | 0.2%Prev: 0.2% | 8,453 SH | Increased-34 SH |
| ISHARES TR | CORE S&P TTL STK | $2.7M | 0.8%Prev: 0.9% | 17,951 SH | Increased+470 SH |
| ISHARES TR | CORE S&P500 ETF | $619K | 0.2%Prev: 0.2% | 903 SH | Increased+90 SH |
| ISHARES TR | CRE U S REIT ETF | $424K | 0.1%Prev: 0.1% | 7,452 SH | Increased+3,623 SH |
| ISHARES TR | EAFE VALUE ETF | $329K | 0.1%Prev: 0.1% | 4,614 SH | Increased |
| ISHARES TR | MSCI USA QLT FCT | $564K | 0.2%Prev: 0.2% | 2,842 SH | Decreased-264 SH |
| ISHARES TR | RUS 1000 ETF | $333K | 0.1%Prev: 0.1% | 893 SH | Increased+2 SH |
| ISHARES TR | SHRT NAT MUN ETF | $490K | 0.1% | 4,595 SH | New |
| ISHARES TR | TRS FLT RT BD | $1.0M | 0.3%Prev: 0.3% | 20,511 SH | Increased+817 SH |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $2.4M | 0.7%Prev: 0.6% | 47,223 SH | Increased+9,784 SH |
| JELD-WEN HLDG INC | COM | $34K | 0.0% | 13,760 SH | New |
| JOHNSON & JOHNSON | COM | $402K | 0.1%Prev: 0.1% | 1,941 SH | Increased+268 SH |
| JPMORGAN CHASE & CO. | COM | $1.0M | 0.3%Prev: 0.2% | 3,144 SH | Increased+1,247 SH |
| MCDONALDS CORP | COM | $261K | 0.1%Prev: 0.1% | 853 SH | Increased+137 SH |
| MCKESSON CORP | COM | $495K | 0.1% | 604 SH | New |
| META PLATFORMS INC | CL A | $697K | 0.2%Prev: 0.2% | 1,056 SH | Increased+141 SH |
| MICROSOFT CORP | COM | $2.4M | 0.7%Prev: 0.9% | 4,975 SH | Decreased-101 SH |
| MONSTER BEVERAGE CORP NEW | COM | $466K | 0.1%Prev: 0.1% | 6,083 SH | Increased+6 SH |
| NEXTERA ENERGY INC | COM | $296K | 0.1%Prev: 0.1% | 3,682 SH | Increased+5 SH |
| NVIDIA CORPORATION | COM | $1.2M | 0.4%Prev: 0.2% | 6,573 SH | Increased+3,044 SH |
| PEPSICO INC | COM | $202K | 0.1% | 1,409 SH | New |
| PROCTER AND GAMBLE CO | COM | $241K | 0.1%Prev: 0.1% | 1,683 SH | Increased+350 SH |
| ROCKWELL AUTOMATION INC | COM | $564K | 0.2%Prev: 0.2% | 1,449 SH | Increased+20 SH |
| RTX CORPORATION | COM | $398K | 0.1%Prev: 0.1% | 2,168 SH | Increased+269 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $597K | 0.2%Prev: 0.2% | 875 SH | Increased+95 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $560K | 0.2% | 15,635 SH | New |
| TENAYA THERAPEUTICS INC | COM | $12K | 0.0%Prev: 0.0% | 17,000 SH | Decreased+2,000 SH |
| TG THERAPEUTICS INC | COM | $209K | 0.1%Prev: 0.1% | 7,008 SH | Decreased+7 SH |
| TJX COS INC NEW | COM | $306K | 0.1%Prev: 0.1% | 1,989 SH | Increased+8 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $1.1M | 0.3%Prev: 0.3% | 14,143 SH | Increased+3,581 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $454K | 0.1%Prev: 0.1% | 5,133 SH | Increased+1,556 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.2M | 0.7%Prev: 0.6% | 3,529 SH | Increased+827 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.0M | 0.3% | 3,066 SH | New |
| VANGUARD INDEX FDS | VALUE ETF | $219K | 0.1% | 1,148 SH | New |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $492K | 0.1%Prev: 0.2% | 9,153 SH | Increased+511 SH |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | $503K | 0.1%Prev: 0.2% | 10,983 SH | Decreased |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $283K | 0.1%Prev: 0.1% | 2,008 SH | Increased+187 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $876K | 0.3%Prev: 0.2% | 17,714 SH | Increased+4,649 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $1.8M | 0.5%Prev: 0.5% | 29,538 SH | Increased+3,549 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $251K | 0.1%Prev: 0.1% | 1,143 SH | Increased |
| VANGUARD STAR FDS | VG TL INTL STK F | $336K | 0.1% | 4,452 SH | New |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $451K | 0.1%Prev: 0.1% | 7,217 SH | Increased+971 SH |
| VISA INC | COM CL A | $485K | 0.1%Prev: 0.2% | 1,384 SH | Increased-4 SH |
| WALMART INC | COM | $640K | 0.2%Prev: 0.1% | 5,741 SH | Increased+2,214 SH |
| 13F-HR |
| 0002042772-26-000003 |
| $622.5M |
| View |
| Jul 18, 2025 | Q2 2025 | 13F-HR | 0002042772-25-000008 | $173.3M | View |
| Apr 13, 2026 | Q1 2026 | 13F-HR | 0002042772-26-000002 | $407.9M | View |
| May 12, 2025 | Q1 2025 | 13F-HR | 0002042772-25-000006 | $148.0M | View |