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CIK 0002109614 • 3 13F filings • Feb 11, 2026 – Jul 17, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $349K | 0.0% | 2,789 SH | New |
| ALPHABET INC | CAP STK CL A | $331K | 0.0%Prev: 0.0% | 1,059 SH | Decreased-338 SH |
| ALPHABET INC | CAP STK CL C | $716K | 0.1%Prev: 0.1% | 2,283 SH | Decreased-483 SH |
| AMAZON COM INC | COM | $885K | 0.1%Prev: 0.1% | 3,836 SH | Decreased-130 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $47.8M | 4.6%Prev: 4.2% | 508,993 SH | Decreased+24,451 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $149.5M | 14.4%Prev: 14.9% | 1,972,949 SH | Decreased+26,699 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $60.8M | 5.8%Prev: 6.3% | 596,453 SH | Decreased-865 SH |
| APPLE INC | COM | $2.8M | 0.3%Prev: 0.6% | 10,465 SH | Decreased-13,526 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.2M | 0.1%Prev: 0.2% | 2,314 SH | Decreased-1,877 SH |
| BNY MELLON STRATEGIC MUN BD | COM | $178K | 0.0%Prev: 0.0% | 28,930 SH | Increased |
| BNY MELLON STRATEGIC MUNS IN | COM | $513K | 0.0%Prev: 0.0% | 80,605 SH | Decreased |
| BROADCOM INC | COM | $315K | 0.0%Prev: 0.0% | 909 SH | Decreased-28 SH |
| CONOCOPHILLIPS | COM | $311K | 0.0%Prev: 0.0% | 3,327 SH | Decreased+235 SH |
| CONSTELLATION ENERGY CORP | COM | $263K | 0.0% | 745 SH | New |
| COSTCO WHSL CORP NEW | COM | $2.0M | 0.2% | 2,303 SH | New |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $186.7M | 17.9% | 4,387,901 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | $252K | 0.0% | 6,077 SH | New |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $41.4M | 4.0%Prev: 4.1% | 1,271,792 SH | Decreased+52,470 SH |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | $679K | 0.1%Prev: 0.1% | 13,116 SH | Decreased-282 SH |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $761K | 0.1%Prev: 0.1% | 17,762 SH | Decreased+430 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $56.1M | 5.4%Prev: 5.0% | 1,123,945 SH | Decreased+22,222 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $265K | 0.0%Prev: 0.0% | 7,693 SH | Decreased+5 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $39.3M | 3.8%Prev: 3.7% | 1,240,129 SH | Decreased-41,417 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $460K | 0.0% | 11,630 SH | New |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $108.8M | 10.5% | 2,861,752 SH | New |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $1.3M | 0.1% | 36,642 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $24.1M | 2.3%Prev: 2.3% | 516,437 SH | Decreased+13,281 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $1.8M | 0.2%Prev: 0.3% | 25,980 SH | Decreased-30,544 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $1.0M | 0.1% | 31,085 SH | New |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $2.2M | 0.2%Prev: 0.2% | 49,639 SH | Decreased+253 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $1.1M | 0.1%Prev: 0.1% | 18,793 SH | Decreased+174 SH |
| EXXON MOBIL CORP | COM | $545K | 0.1%Prev: 0.1% | 4,527 SH | Decreased-98 SH |
| INTUITIVE SURGICAL INC | COM NEW | $779K | 0.1%Prev: 0.0% | 1,375 SH | Increased |
| ISHARES GOLD TR | ISHARES NEW | $679K | 0.1%Prev: 0.0% | 8,364 SH | Increased+1,144 SH |
| ISHARES TR | CORE S&P MCP ETF | $379K | 0.0%Prev: 0.0% | 5,739 SH | Decreased+207 SH |
| ISHARES TR | CORE S&P SCP ETF | $933K | 0.1%Prev: 0.1% | 7,765 SH | Decreased+697 SH |
| ISHARES TR | CORE S&P500 ETF | $4.9M | 0.5%Prev: 0.4% | 7,095 SH | Decreased+62 SH |
| ISHARES TR | EAFE SML CP ETF | $1.1M | 0.1%Prev: 0.1% | 14,347 SH | Increased+827 SH |
| ISHARES TR | EAFE VALUE ETF | $2.1M | 0.2%Prev: 0.2% | 29,841 SH | Decreased+48 SH |
| ISHARES TR | ISHS 5-10YR INVT | $101.8M | 9.8%Prev: 9.4% | 1,889,073 SH | Decreased-211,643 SH |
| ISHARES TR | MSCI EAFE ETF | $506K | 0.0%Prev: 0.0% | 5,268 SH | Decreased+85 SH |
| ISHARES TR | NATIONAL MUN ETF | $3.9M | 0.4%Prev: 0.3% | 36,698 SH | Decreased |
| ISHARES TR | NEW YORK MUN ETF | $341K | 0.0%Prev: 0.0% | 6,379 SH | Decreased-800 SH |
| ISHARES TR | RUSSELL 3000 ETF | $272K | 0.0%Prev: 0.0% | 704 SH | Decreased |
| ISHARES TR | S&P 500 VAL ETF | $7.2M | 0.7%Prev: 0.6% | 33,867 SH | Decreased+937 SH |
| ISHARES TR | SHRT NAT MUN ETF | $372K | 0.0%Prev: 0.0% | 3,482 SH | Increased+59 SH |
| JOHNSON & JOHNSON | COM | $269K | 0.0%Prev: 0.0% | 1,302 SH | Decreased+113 SH |
| MICROSOFT CORP | COM | $2.7M | 0.3%Prev: 0.3% | 5,496 SH | Decreased-3,936 SH |
| NVIDIA CORPORATION | COM | $240K | 0.0%Prev: 0.0% | 1,288 SH | Decreased-174 SH |
| ORACLE CORP | COM | $542K | 0.1%Prev: 0.0% | 2,780 SH | Increased |
| REGENERON PHARMACEUTICALS | COM | $293K | 0.0%Prev: 0.0% | 380 SH | Increased-1 SH |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $1.1M | 0.1% | 25,517 SH | New |
| SPDR INDEX SHS FDS | S&P INTL SMLCP | $456K | 0.0% | 11,166 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $2.2M | 0.2% | 3,186 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $4.3M | 0.4% | 58,126 SH | New |
| TESLA INC | COM | $282K | 0.0%Prev: 0.1% | 628 SH | Decreased-2,808 SH |
| TRANE TECHNOLOGIES PLC | SHS | $592K | 0.1%Prev: 0.1% | 1,520 SH | Decreased |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $59.1M | 5.7%Prev: 5.5% | 749,957 SH | Decreased-97,174 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $1.3M | 0.1%Prev: 0.1% | 17,125 SH | Decreased-1,105 SH |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $1.0M | 0.1%Prev: 0.1% | 20,709 SH | Decreased-28 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $2.8M | 0.3%Prev: 0.3% | 13,375 SH | Decreased+477 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $1.6M | 0.2%Prev: 0.1% | 3,362 SH | Increased-7,617 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $266K | 0.0%Prev: 0.0% | 916 SH | Decreased-2,704 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $72.1M | 6.9%Prev: 6.9% | 114,916 SH | Decreased-5,592 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.5M | 0.1%Prev: 0.2% | 4,553 SH | Decreased-1,355 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.4M | 0.1%Prev: 0.1% | 26,897 SH | Decreased+388 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $319K | 0.0%Prev: 0.0% | 2,259 SH | Decreased+85 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $4.5M | 0.4%Prev: 0.4% | 90,582 SH | Decreased-2,559 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $20.3M | 1.9%Prev: 2.4% | 403,510 SH | Decreased-151,934 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $825K | 0.1%Prev: 0.1% | 9,852 SH | Decreased-2,759 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $293K | 0.0%Prev: 0.0% | 4,881 SH | Decreased-241 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $491K | 0.0%Prev: 0.0% | 7,867 SH | Decreased+620 SH |
| VISA INC | COM CL A | $204K | 0.0% | 582 SH | New |
| WEC ENERGY GROUP INC | COM | $241K | 0.0%Prev: 0.0% | 2,282 SH | Decreased-1 SH |
| 13F-HR |
| 0002109614-26-000002 |
| $1.09B |
| View |