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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 | $718K | 0.3%Prev: 0.2% | 3,530 SH | Increased |
| AMAZON COM INC | COM | $268K | 0.1%Prev: 0.1% | 1,285 SH | Increased |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $6.2M | 2.6%Prev: 2.0% | 77,053 SH | Increased+9,595 SH |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | $239K | 0.1% | 3,977 SH | New |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $9.2M | 3.8%Prev: 3.3% | 108,441 SH | Increased+8,433 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $7.3M | 3.0%Prev: 2.3% | 72,854 SH | Increased+6,013 SH |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | $12.7M | 5.3%Prev: 6.7% | 289,024 SH | Decreased-18,934 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $4.6M | 1.9%Prev: 1.4% | 41,177 SH | Increased+10,410 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $10.3M | 4.3%Prev: 1.8% | 93,276 SH | Increased+51,861 SH |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $22.1M | 9.1%Prev: 10.1% | 522,702 SH | Increased+42,594 SH |
| DIMENSIONAL ETF TRUST | DIMENSIONAL INTE | $430K | 0.2% | 8,200 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $12.0M | 5.0%Prev: 5.1% | 347,110 SH | Increased-34,348 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $3.7M | 1.5%Prev: 0.6% | 139,040 SH | Increased+92,129 SH |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $17.9M | 7.4%Prev: 7.4% | 427,914 SH | Increased+76,496 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $12.2M | 5.1%Prev: 4.9% | 343,333 SH | Increased-4,655 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $11.2M | 4.6%Prev: 4.6% | 284,429 SH | Increased-32,154 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $715K | 0.3%Prev: 0.6% | 14,909 SH | Decreased-10,629 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $32.2M | 13.3%Prev: 11.7% | 713,763 SH | Increased+107,057 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $2.8M | 1.2%Prev: 3.3% | 71,746 SH | Decreased-124,858 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $11.2M | 4.6%Prev: 4.7% | 157,689 SH | Increased+2,325 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $229K | 0.1%Prev: 0.1% | 6,238 SH | Decreased-1,120 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $403K | 0.2%Prev: 0.2% | 8,307 SH | Increased |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $3.8M | 1.6%Prev: 1.6% | 52,865 SH | Increased |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $14.7M | 6.1%Prev: 6.2% | 419,371 SH | Increased-20,466 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $238K | 0.1%Prev: 0.1% | 5,800 SH | Increased |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $4.6M | 1.9%Prev: 1.6% | 73,487 SH | Increased+10,414 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $1.1M | 0.5%Prev: 1.3% | 32,287 SH | Decreased-62,849 SH |
| ISHARES TR | CORE INTL AGGR | $763K | 0.3%Prev: 0.4% | 15,241 SH | Increased |
| ISHARES TR | NATIONAL MUN ETF | $2.7M | 1.1%Prev: 2.0% | 25,069 SH | Decreased-12,307 SH |
| ISHARES TR | TRUST ISHARE 0-1 | $473K | 0.2% | 4,285 SH | New |
| ISHARES U S ETF TR | SHORT DURATION B | $279K | 0.1%Prev: 0.2% | 5,485 SH | Decreased-2,408 SH |
| NETFLIX INC. | COM | $291K | 0.1% | 3,030 SH | New |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $1.3M | 0.5%Prev: 0.6% | 50,619 SH | Increased-1,854 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $1.9M | 0.8%Prev: 1.1% | 72,007 SH | Decreased-9,914 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $2.1M | 0.9%Prev: 1.4% | 26,826 SH | Decreased-8,345 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $725K | 0.3% | 9,245 SH | New |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $7.8M | 3.2%Prev: 3.5% | 162,354 SH | Increased+19,733 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $278K | 0.1%Prev: 0.1% | 637 SH | Increased |
| VANGUARD INDEX FDS | LARGE CAP ETF | $303K | 0.1%Prev: 0.1% | 1,015 SH | Increased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $929K | 0.4%Prev: 0.4% | 2,896 SH | Increased+121 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $1.0M | 0.4%Prev: 0.5% | 20,335 SH | Increased+2,016 SH |
| VANGUARD MUN BD FDS | CORE TAX EXEMPT | $5.3M | 2.2% | 71,095 SH | New |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $11.4M | 4.7%Prev: 6.9% | 228,992 SH | Decreased-49,120 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $569K | 0.2%Prev: 0.2% | 9,714 SH | Increased+2,459 SH |
| VULCAN MATLS CO | COM | $573K | 0.2%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 |