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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 | $262K | 0.1%Prev: 0.1% | 1,259 SH | Increased+94 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $22.1M | 8.6%Prev: 8.5% | 221,292 SH | Increased-25,092 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $4.1M | 1.6%Prev: 1.5% | 37,536 SH | Increased+3,396 SH |
| APPLE INC | COM | $236K | 0.1%Prev: 0.2% | 929 SH | Decreased-611 SH |
| CHENIERE ENERGY INC | COM NEW | $357K | 0.1%Prev: 0.1% | 1,257 SH | Increased |
| CHEVRON CORPORATION | COM | $436K | 0.2% | 2,107 SH | New |
| COMMERCIAL METALS CO | COM | $674K | 0.3%Prev: 0.2% | 10,966 SH | Increased |
| CONOCOPHILLIPS | COM | $684K | 0.3%Prev: 0.2% | 5,182 SH | Increased+648 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $16.5M | 6.4%Prev: 6.4% | 477,032 SH | Increased-13,124 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $345K | 0.1% | 10,185 SH | New |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $6.7M | 2.6%Prev: 3.5% | 253,023 SH | Decreased-13,136 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $17.0M | 6.6%Prev: 7.1% | 321,345 SH | Increased-43,369 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $2.8M | 1.1%Prev: 1.2% | 78,115 SH | Increased-11,335 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $1.8M | 0.7%Prev: 0.7% | 45,579 SH | Increased-3,290 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $9.4M | 3.7%Prev: 4.1% | 196,829 SH | Increased+24,161 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $1.2M | 0.5%Prev: 0.2% | 26,054 SH | Increased+17,525 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $31.1M | 12.2%Prev: 13.7% | 799,514 SH | Increased-40,722 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $9.4M | 3.7%Prev: 3.8% | 194,554 SH | Increased+9,228 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $698K | 0.3% | 19,933 SH | New |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $1.1M | 0.4%Prev: 0.5% | 18,294 SH | Increased-837 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $7.7M | 3.0%Prev: 3.2% | 226,465 SH | Increased-18,232 SH |
| EA SERIES TRUST | EA BRIDGEWAY OMN | $46.1M | 18.0%Prev: 16.4% | 1,817,517 SH | Increased+114,674 SH |
| ELI LILLY & CO | COM | $347K | 0.1%Prev: 0.2% | 377 SH | Increased-35 SH |
| EXXON MOBIL CORP | COM | $814K | 0.3%Prev: 0.2% | 4,795 SH | Increased+575 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $443K | 0.2% | 2,310 SH | New |
| ISHARES INC | CORE MSCI EMKT | $906K | 0.4%Prev: 0.4% | 12,994 SH | Increased-464 SH |
| ISHARES TR | CORE MSCI INTL | $14.9M | 5.8%Prev: 6.0% | 178,493 SH | Increased+2,356 SH |
| ISHARES TR | CORE S&P TTL STK | $22.7M | 8.9%Prev: 9.6% | 159,401 SH | Increased+907 SH |
| ISHARES TR | GLOBAL REIT ETF | $1.1M | 0.4% | 45,393 SH | New |
| ISHARES TR | MSCI INTL VLU FT | $659K | 0.3%Prev: 0.2% | 16,603 SH | Increased+1,007 SH |
| MICROSOFT CORP | COM | $1.1M | 0.4% | 2,885 SH | New |
| NVIDIA CORPORATION | COM | $647K | 0.3% | 3,707 SH | New |
| SPDR INDEX SHS FDS | STATE STREET SPD | $1.4M | 0.6% | 31,302 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $680K | 0.3% | 8,606 SH | New |
| TALOS ENERGY INC | COM | $575K | 0.2%Prev: 0.2% | 36,508 SH | Increased |
| TESLA INC | COM | $607K | 0.2% | 1,632 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $208K | 0.1% | 476 SH | New |
| VANGUARD INDEX FDS | SMALL CP ETF | $523K | 0.2% | 1,995 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.6M | 1.4%Prev: 0.5% | 11,192 SH | Increased+7,256 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $570K | 0.2%Prev: 0.2% | 10,547 SH | Increased-236 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $6.6M | 2.6%Prev: 3.0% | 131,961 SH | Increased+11,698 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $15.9M | 6.2%Prev: 7.0% | 266,200 SH | Increased+27,671 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $660K | 0.3%Prev: 0.2% | 5,881 SH | Increased+732 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 |