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CIK 0002007116 • 7 13F filings • May 6, 2025 – Oct 14, 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 | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $501K | 0.2%Prev: 0.3% | 3,530 SH | Decreased |
| AMAZON COM INC | COM | $282K | 0.1%Prev: 0.1% | 1,285 SH | Increased |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $4.8M | 2.2%Prev: 2.6% | 70,164 SH | Decreased-6,889 SH |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | $233K | 0.1%Prev: 0.1% | 4,359 SH | Decreased+382 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $7.5M | 3.5%Prev: 3.8% | 100,774 SH | Decreased-7,667 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $5.1M | 2.4%Prev: 3.0% | 64,568 SH | Decreased-8,286 SH |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | $13.2M | 6.1%Prev: 5.3% | 297,943 SH | Increased+8,919 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $3.9M | 1.8%Prev: 1.9% | 38,725 SH | Decreased-2,452 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $6.2M | 2.9%Prev: 4.3% | 67,729 SH | Decreased-25,547 SH |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $19.5M | 9.0%Prev: 9.1% | 460,494 SH | Decreased-62,208 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $10.9M | 5.0%Prev: 5.0% | 366,046 SH | Decreased+18,936 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $1.5M | 0.7%Prev: 1.5% | 57,734 SH | Decreased-81,306 SH |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $14.7M | 6.8%Prev: 7.4% | 350,435 SH | Decreased-77,479 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $10.3M | 4.8%Prev: 5.1% | 332,877 SH | Decreased-10,456 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $9.8M | 4.5%Prev: 4.6% | 297,355 SH | Decreased+12,926 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $1.1M | 0.5%Prev: 0.3% | 23,538 SH | Increased+8,629 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $27.5M | 12.7%Prev: 13.3% | 648,830 SH | Decreased-64,933 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $7.4M | 3.4%Prev: 1.2% | 205,594 SH | Increased+133,848 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $10.7M | 5.0%Prev: 4.6% | 159,496 SH | Decreased+1,807 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $222K | 0.1%Prev: 0.1% | 6,238 SH | Decreased |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $351K | 0.2%Prev: 0.2% | 8,307 SH | Decreased |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $3.4M | 1.6%Prev: 1.6% | 52,865 SH | Decreased |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $12.8M | 5.9%Prev: 6.1% | 435,855 SH | Decreased+16,484 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $228K | 0.1%Prev: 0.1% | 5,800 SH | Decreased |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $4.0M | 1.8%Prev: 1.9% | 73,805 SH | Decreased+318 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $2.6M | 1.2%Prev: 0.5% | 89,767 SH | Increased+57,480 SH |
| ISHARES TR | CORE INTL AGGR | $779K | 0.4%Prev: 0.3% | 15,241 SH | Increased |
| ISHARES TR | NATIONAL MUN ETF | $2.6M | 1.2%Prev: 1.1% | 25,080 SH | Decreased+11 SH |
| ISHARES TR | SHORT TREAS BD | $373K | 0.2% | 3,378 SH | New |
| ISHARES U S ETF TR | SHORT DURATION B | $403K | 0.2%Prev: 0.1% | 7,893 SH | Increased+2,408 SH |
| NETFLIX INC | COM | $406K | 0.2% | 303 SH | New |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $1.3M | 0.6%Prev: 0.5% | 52,473 SH | Decreased+1,854 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $2.1M | 1.0%Prev: 0.8% | 78,041 SH | Increased+6,034 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $2.5M | 1.1%Prev: 0.9% | 31,920 SH | Increased+5,094 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $728K | 0.3%Prev: 0.3% | 9,245 SH | Increased |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $7.0M | 3.2%Prev: 3.2% | 140,742 SH | Decreased-21,612 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $279K | 0.1%Prev: 0.1% | 637 SH | Increased |
| VANGUARD INDEX FDS | LARGE CAP ETF | $290K | 0.1%Prev: 0.1% | 1,015 SH | Decreased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $880K | 0.4%Prev: 0.4% | 2,896 SH | Decreased |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $822K | 0.4%Prev: 0.4% | 16,356 SH | Decreased-3,979 SH |
| VANGUARD MUN BD FDS | CORE TAX EXEMPT | $5.3M | 2.5%Prev: 2.2% | 72,386 SH | Decreased+1,291 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $9.6M | 4.4%Prev: 4.7% | 194,856 SH | Decreased-34,136 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $472K | 0.2%Prev: 0.2% | 8,038 SH | Decreased-1,676 SH |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | $821K | 0.4% | 8,130 SH | New |
| VULCAN MATLS CO | COM | $549K | 0.3%Prev: 0.2% | 2,105 SH | Decreased |
| 13F-HR |
| 0001214659-25-014905 |
| $229.1M |
| View |
| Jul 13, 2026 | Q2 2026 | 13F-HR | 0001214659-26-008477 | $263.8M | View |
| Jul 11, 2025 | Q2 2025 | 13F-HR | 0001214659-25-010300 | $215.6M | View |
| Apr 13, 2026 | Q1 2026 | 13F-HR | 0001214659-26-004562 | $241.6M | View |
| May 6, 2025 | Q1 2025 | 13F-HR | 0002007116-25-000002 | $199.0M | View |