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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 LABORATORIES | COM | $286K | 0.0% | 2,789 SH | |
| ALPHABET INC | CAP STK CL A | $411K | 0.0% | 1,431 SH | |
| ALPHABET INC | CAP STK CL C | $781K | 0.1% | 2,724 SH | |
| AMAZON COM INC | COM | $856K | 0.1% | 4,109 SH | |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $234K | 0.0% | 2,898 SH | |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $50.5M | 4.6% | 505,685 SH | |
| AMERICAN CENTY ETF TR | US EQT ETF | $202K | 0.0% | 1,813 SH | |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $161.4M | 14.8% | 2,002,480 SH | |
| AMERICAN CENTY ETF TR | US SML CP VALU | $67.5M | 6.2% | 610,884 SH | |
| APPLE INC | COM | $5.0M | 0.5% | 19,744 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.2M | 0.1% | 2,486 SH | |
| BNY MELLON STRATEGIC MUN BD | COM | $174K | 0.0% | 28,930 SH | |
| BNY MELLON STRATEGIC MUNS IN | COM | $507K | 0.0% | 80,605 SH | |
| BROADCOM INC | COM | $287K | 0.0% | 926 SH | |
| CONOCOPHILLIPS | COM | $407K | 0.0% | 3,084 SH | |
| CONSTELLATION ENERGY CORP | COM | $288K | 0.0% | 1,030 SH | |
| COSTCO WHOLESALE CORPORATION | COM | $2.3M | 0.2% | 2,327 SH | |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $193.0M | 17.7% | 4,571,337 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | $246K | 0.0% | 5,811 SH | |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $43.5M | 4.0% | 1,284,848 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | $673K | 0.1% | 13,016 SH | |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $729K | 0.1% | 17,191 SH | |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $59.1M | 5.4% | 1,119,781 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $273K | 0.0% | 7,688 SH | |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $40.7M | 3.7% | 1,262,979 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $444K | 0.0% | 11,433 SH | |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $108.8M | 10.0% | 2,960,196 SH | |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $1.3M | 0.1% | 36,206 SH | |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $24.7M | 2.3% | 510,338 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $1.8M | 0.2% | 25,389 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $1.1M | 0.1% | 31,010 SH | |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $2.0M | 0.2% | 49,401 SH | |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $1.2M | 0.1% | 18,685 SH | |
| EXXON MOBIL CORP | COM | $764K | 0.1% | 4,502 SH | |
| INTUITIVE SURGICAL INC | COM NEW | $634K | 0.1% | 1,375 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $201K | 0.0% | 348 SH | |
| ISHARES GOLD TR | ISHARES NEW | $637K | 0.1% | 7,220 SH | |
| ISHARES TR | CORE S&P MCP ETF | $376K | 0.0% | 5,562 SH | |
| ISHARES TR | CORE S&P SCP ETF | $881K | 0.1% | 7,088 SH | |
| ISHARES TR | CORE S&P500 ETF | $4.6M | 0.4% | 7,053 SH | |
| ISHARES TR | EAFE SML CP ETF | $1.1M | 0.1% | 13,559 SH | |
| ISHARES TR | EAFE VALUE ETF | $2.2M | 0.2% | 29,814 SH | |
| ISHARES TR | ISHS 5-10YR INVT | $104.8M | 9.6% | 1,968,481 SH | |
| ISHARES TR | MSCI EAFE ETF | $503K | 0.0% | 5,183 SH | |
| ISHARES TR | NATIONAL MUN ETF | $3.9M | 0.4% | 36,698 SH | |
| ISHARES TR | NEW YORK MUN ETF | $339K | 0.0% | 6,379 SH | |
| ISHARES TR | RUSSELL 3000 ETF | $261K | 0.0% | 704 SH | |
| ISHARES TR | S&P 500 VAL ETF | $7.0M | 0.6% | 33,323 SH | |
| ISHARES TR | SHRT NAT MUN ETF | $494K | 0.0% | 4,641 SH | |
| JOHNSON & JOHNSON | COM | $320K | 0.0% | 1,310 SH | |
| MICROSOFT CORP | COM | $2.7M | 0.2% | 7,268 SH | |
| NVIDIA CORPORATION | COM | $245K | 0.0% | 1,402 SH | |
| ORACLE CORP | COM | $409K | 0.0% | 2,780 SH | |
| PACCAR INC | COM | $203K | 0.0% | 1,755 SH | |
| PHILLIPS 66 | COM | $253K | 0.0% | 1,386 SH | |
| REGENERON PHARMACEUTICALS | COM | $294K | 0.0% | 380 SH | |
| SPDR INDEX SHS FDS | STATE STREET SPD | $1.7M | 0.2% | 37,234 SH | |
| SPDR SERIES TRUST | STATE STREET SPD | $4.3M | 0.4% | 58,492 SH | |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $2.1M | 0.2% | 3,219 SH | |
| TESLA INC | COM | $528K | 0.0% | 1,419 SH | |
| TRANE TECHNOLOGIES PLC | SHS | $633K | 0.1% | 1,520 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $62.7M | 5.7% | 800,052 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $1.3M | 0.1% | 17,492 SH | |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $1.2M | 0.1% | 24,387 SH | |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $2.7M | 0.2% | 13,205 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $1.5M | 0.1% | 3,362 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $260K | 0.0% | 905 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $71.3M | 6.5% | 119,367 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $202K | 0.0% | 930 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.4M | 0.1% | 4,508 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.5M | 0.1% | 27,034 SH | |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $301K | 0.0% | 2,174 SH | |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $4.5M | 0.4% | 90,750 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $26.4M | 2.4% | 529,087 SH | |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $974K | 0.1% | 11,771 SH | |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $291K | 0.0% | 4,892 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $522K | 0.0% | 8,150 SH | |
| WEC ENERGY GROUP INC | COM | $264K | 0.0% | 2,282 SH |
| 13F-HR |
| 0002109614-26-000002 |
| $1.09B |
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