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CIK 0002008166 • 7 13F filings • May 1, 2025 – Oct 19, 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 | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $222K | 0.1% | 1,165 SH | |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $17.2M | 8.5% | 246,384 SH | |
| AMERICAN CENTY ETF TR | US SML CP VALU | $3.0M | 1.5% | 34,140 SH | |
| APPLE INC | COM | $342K | 0.2% | 1,540 SH | |
| CHENIERE ENERGY INC | COM NEW | $291K | 0.1% | 1,257 SH | |
| CHEVRON CORP NEW | COM | $524K | 0.3% | 3,131 SH | |
| COMMERCIAL METALS CO | COM | $505K | 0.2% | 10,966 SH | |
| CONOCOPHILLIPS | COM | $476K | 0.2% | 4,534 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $13.0M | 6.4% | 490,156 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $7.0M | 3.5% | 266,159 SH | |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $14.4M | 7.1% | 364,714 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $2.5M | 1.2% | 89,450 SH | |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $1.4M | 0.7% | 48,869 SH | |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $8.2M | 4.1% | 172,668 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $328K | 0.2% | 8,529 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $27.7M | 13.7% | 840,236 SH | |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $7.6M | 3.8% | 185,326 SH | |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $985K | 0.5% | 19,131 SH | |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $6.4M | 3.2% | 244,697 SH | |
| EA SERIES TRUST | EA BRIDGEWAY OMN | $33.1M | 16.4% | 1,702,843 SH | |
| ELI LILLY & CO | COM | $340K | 0.2% | 412 SH | |
| EXXON MOBIL CORP | COM | $502K | 0.2% | 4,220 SH | |
| ISHARES INC | CORE MSCI EMKT | $726K | 0.4% | 13,458 SH | |
| ISHARES TR | CORE MSCI INTL | $12.1M | 6.0% | 176,137 SH | |
| ISHARES TR | CORE S&P TTL STK | $19.3M | 9.6% | 158,494 SH | |
| ISHARES TR | MSCI INTL VLU FT | $473K | 0.2% | 15,596 SH | |
| MICROCHIP TECHNOLOGY INC. | COM | $290K | 0.1% | 6,000 SH | |
| OCCIDENTAL PETE CORP | COM | $204K | 0.1% | 4,143 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $396K | 0.2% | 10,880 SH | |
| TALOS ENERGY INC | COM | $355K | 0.2% | 36,508 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.1M | 0.5% | 3,936 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $488K | 0.2% | 10,783 SH | |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $6.0M | 3.0% | 120,263 SH | |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $14.2M | 7.0% | 238,529 SH | |
| VANGUARD WORLD FD | ESG US STK ETF | $504K | 0.2% | 5,149 SH |
| 13F-HR |
| 0002008166-25-000007 |
| $240.6M |
| View |
| Jul 10, 2026 | Q2 2026 | 13F-HR | 0002008166-26-000004 | $272.7M | View |
| Jul 8, 2025 | Q2 2025 | 13F-HR | 0002008166-25-000005 | $225.6M | View |
| Apr 20, 2026 | Q1 2026 | 13F-HR | 0002008166-26-000002 | $255.7M | View |
| May 1, 2025 | Q1 2025 | 13F-HR | 0002008166-25-000004 | $202.1M | View |