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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 | $571K | 0.2%Prev: 0.8% | 3,530 SH | Decreased+30 SH |
| AMAZON COM INC | COM | $282K | 0.1%Prev: 0.1% | 1,285 SH | Decreased |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $5.3M | 2.3%Prev: 2.8% | 70,602 SH | Decreased-5,269 SH |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | $228K | 0.1%Prev: 0.1% | 3,977 SH | Decreased |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $7.8M | 3.4%Prev: 3.8% | 98,683 SH | Decreased-14,167 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $5.8M | 2.5%Prev: 3.0% | 64,599 SH | Decreased-11,705 SH |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | $13.2M | 5.8%Prev: 5.1% | 296,184 SH | Decreased+12,510 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $4.0M | 1.7%Prev: 2.1% | 36,863 SH | Decreased-5,658 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $6.8M | 3.0%Prev: 4.6% | 68,109 SH | Decreased-28,576 SH |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $20.2M | 8.8% | 471,716 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $11.7M | 5.1%Prev: 5.2% | 365,026 SH | Decreased+27,335 SH |
| DIMENSIONAL ETF TRUST | GLOBAL EX US COR | $442K | 0.2% | 8,200 SH | New |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $1.8M | 0.8%Prev: 1.8% | 67,554 SH | Decreased-98,618 SH |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $15.7M | 6.8%Prev: 7.2% | 370,885 SH | Decreased-91,841 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $11.1M | 4.8%Prev: 4.8% | 338,706 SH | Decreased-1,077 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $10.5M | 4.6%Prev: 4.2% | 292,884 SH | Decreased+16,794 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $771K | 0.3%Prev: 0.3% | 16,067 SH | Increased+1,675 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $29.7M | 12.9%Prev: 14.4% | 648,220 SH | Decreased-87,198 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $8.0M | 3.5% | 206,759 SH | New |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $11.4M | 5.0% | 157,689 SH | New |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $236K | 0.1% | 6,238 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $371K | 0.2%Prev: 0.2% | 8,307 SH | Decreased |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $3.6M | 1.6%Prev: 7.7% | 52,865 SH | Decreased-411,042 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $13.8M | 6.0% | 434,313 SH | New |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $246K | 0.1%Prev: 0.1% | 5,800 SH | Decreased |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $4.3M | 1.9%Prev: 1.9% | 73,487 SH | Decreased+217 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $2.8M | 1.2%Prev: 0.2% | 89,722 SH | Increased+72,988 SH |
| ISHARES TR | CORE INTL AGGR | $781K | 0.3%Prev: 0.3% | 15,241 SH | Increased |
| ISHARES TR | NATIONAL MUN ETF | $2.7M | 1.2%Prev: 1.0% | 25,080 SH | Increased+399 SH |
| ISHARES TR | SHORT TREAS BD | $373K | 0.2% | 3,378 SH | New |
| ISHARES U S ETF TR | SHORT DURATION B | $405K | 0.2% | 7,897 SH | New |
| NETFLIX INC | COM | $363K | 0.2% | 303 SH | New |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $1.3M | 0.6%Prev: 0.5% | 52,448 SH | Decreased+3,224 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $2.1M | 0.9%Prev: 0.7% | 78,041 SH | Increased+6,034 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $2.4M | 1.1%Prev: 0.8% | 31,126 SH | Increased+4,841 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $730K | 0.3%Prev: 0.3% | 9,245 SH | Increased |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $7.1M | 3.1%Prev: 3.2% | 142,677 SH | Decreased-29,720 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $306K | 0.1%Prev: 0.1% | 637 SH | Decreased-3,186 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $312K | 0.1%Prev: 0.1% | 1,015 SH | Decreased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $950K | 0.4%Prev: 0.4% | 2,896 SH | Decreased+8 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $828K | 0.4%Prev: 0.4% | 16,356 SH | Decreased-4,475 SH |
| VANGUARD MUN BD FDS | CORE TAX EXEMPT | $5.3M | 2.3%Prev: 2.2% | 70,137 SH | Decreased-4,579 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $10.7M | 4.7%Prev: 4.4% | 213,237 SH | Decreased-18,322 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $473K | 0.2%Prev: 0.2% | 8,038 SH | Decreased-1,556 SH |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | $829K | 0.4% | 8,130 SH | New |
| VULCAN MATLS CO | COM | $648K | 0.3%Prev: 0.2% | 2,105 SH | Increased |
| 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 |