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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 | $2.0M | 0.8%Prev: 0.2% | 3,500 SH | Increased-30 SH |
| AMAZON COM INC | COM | $306K | 0.1%Prev: 0.1% | 1,285 SH | Increased |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $7.3M | 2.8%Prev: 2.2% | 75,871 SH | Increased+5,707 SH |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | $261K | 0.1%Prev: 0.1% | 3,977 SH | Increased-382 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $10.1M | 3.8%Prev: 3.5% | 112,850 SH | Increased+12,076 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $7.9M | 3.0%Prev: 2.4% | 76,304 SH | Increased+11,736 SH |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | $13.4M | 5.1%Prev: 6.1% | 283,674 SH | Increased-14,269 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $5.4M | 2.1%Prev: 1.8% | 42,521 SH | Increased+3,796 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $12.1M | 4.6%Prev: 2.9% | 96,685 SH | Increased+28,956 SH |
| DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | $22.9M | 8.7% | 542,729 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $13.7M | 5.2%Prev: 5.0% | 337,691 SH | Increased-28,355 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $4.8M | 1.8%Prev: 0.7% | 166,172 SH | Increased+108,438 SH |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $19.1M | 7.2%Prev: 6.8% | 462,726 SH | Increased+112,291 SH |
| DIMENSIONAL ETF TRUST | INTL COR FIX ETF | $439K | 0.2% | 8,200 SH | New |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $12.7M | 4.8%Prev: 4.8% | 339,783 SH | Increased+6,906 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $11.1M | 4.2%Prev: 4.5% | 276,090 SH | Increased-21,265 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $696K | 0.3%Prev: 0.5% | 14,392 SH | Decreased-9,146 SH |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $1.4M | 0.5% | 31,222 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $38.0M | 14.4%Prev: 12.7% | 735,418 SH | Increased+86,588 SH |
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | $12.9M | 4.9% | 157,689 SH | New |
| DIMENSIONAL ETF TRUST | US HIGH PROF ETF | $260K | 0.1% | 6,238 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $457K | 0.2%Prev: 0.2% | 8,307 SH | Increased |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $20.3M | 7.7%Prev: 1.6% | 463,907 SH | Increased+411,042 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $270K | 0.1%Prev: 0.1% | 5,800 SH | Increased |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $5.1M | 1.9%Prev: 1.8% | 73,270 SH | Increased-535 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $616K | 0.2%Prev: 1.2% | 16,734 SH | Decreased-73,033 SH |
| ISHARES TR | CORE INTL AGGR | $771K | 0.3%Prev: 0.4% | 15,241 SH | Decreased |
| ISHARES TR | NATIONAL MUN ETF | $2.7M | 1.0%Prev: 1.2% | 24,681 SH | Increased-399 SH |
| ISHARES TR | TRUST ISHARE 0-1 | $466K | 0.2% | 4,222 SH | New |
| ISHARES U S ETF TR | SHOR DURA BD ETF | $278K | 0.1% | 5,485 SH | New |
| NETFLIX INC. | COM | $216K | 0.1% | 3,030 SH | New |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $1.4M | 0.5%Prev: 0.6% | 49,224 SH | Increased-3,249 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $1.9M | 0.7%Prev: 1.0% | 72,007 SH | Decreased-6,034 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $2.0M | 0.8%Prev: 1.1% | 26,285 SH | Decreased-5,635 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $720K | 0.3%Prev: 0.3% | 9,245 SH | Decreased |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $8.3M | 3.2%Prev: 3.2% | 172,397 SH | Increased+31,655 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $329K | 0.1%Prev: 0.1% | 3,823 SH | Increased+3,186 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $349K | 0.1%Prev: 0.1% | 1,015 SH | Increased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.1M | 0.4%Prev: 0.4% | 2,888 SH | Increased-8 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $1.0M | 0.4%Prev: 0.4% | 20,831 SH | Increased+4,475 SH |
| VANGUARD MUN BD FDS | CORE TAX EXEMPT | $5.7M | 2.2%Prev: 2.5% | 74,716 SH | Increased+2,330 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $11.7M | 4.4%Prev: 4.4% | 231,559 SH | Increased+36,703 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $558K | 0.2%Prev: 0.2% | 9,594 SH | Increased+1,556 SH |
| VULCAN MATLS CO | COM | $621K | 0.2%Prev: 0.3% | 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 |