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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 | $363K | 0.2% | 3,530 SH | |
| AMAZON COM INC | COM | $244K | 0.1% | 1,285 SH | |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $4.1M | 2.0% | 67,458 SH | |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $6.6M | 3.3% | 100,008 SH | |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $4.7M | 2.3% | 66,841 SH | |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | $13.2M | 6.7% | 307,958 SH | |
| AMERICAN CENTY ETF TR | US EQT ETF | $2.8M | 1.4% | 30,767 SH | |
| AMERICAN CENTY ETF TR | US SML CP VALU | $3.6M | 1.8% | 41,415 SH | |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $20.2M | 10.1% | 480,108 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $10.1M | 5.1% | 381,458 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $1.2M | 0.6% | 46,911 SH | |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $14.8M | 7.4% | 351,418 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $9.7M | 4.9% | 347,988 SH | |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $9.2M | 4.6% | 316,583 SH | |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $1.2M | 0.6% | 25,538 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $23.3M | 11.7% | 606,706 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $6.5M | 3.3% | 196,604 SH | |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $9.4M | 4.7% | 155,364 SH | |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $244K | 0.1% | 7,358 SH | |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $342K | 0.2% | 8,307 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $3.2M | 1.6% | 52,865 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $12.4M | 6.2% | 439,837 SH | |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $208K | 0.1% | 5,800 SH | |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $3.2M | 1.6% | 63,073 SH | |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $2.5M | 1.3% | 95,136 SH | |
| ISHARES TR | CORE INTL AGGR | $762K | 0.4% | 15,241 SH | |
| ISHARES TR | NATIONAL MUN ETF | $3.9M | 2.0% | 37,376 SH | |
| ISHARES TR | SHORT TREAS BD | $415K | 0.2% | 3,753 SH | |
| ISHARES U S ETF TR | SHORT DURATION B | $402K | 0.2% | 7,893 SH | |
| NETFLIX INC | COM | $283K | 0.1% | 303 SH | |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $1.1M | 0.6% | 52,473 SH | |
| SCHWAB STRATEGIC TR | US TIPS ETF | $2.2M | 1.1% | 81,921 SH | |
| VANGUARD BD INDEX FDS | INTERMED TERM | $2.7M | 1.4% | 35,171 SH | |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $7.0M | 3.5% | 142,621 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $236K | 0.1% | 637 SH | |
| VANGUARD INDEX FDS | LARGE CAP ETF | $261K | 0.1% | 1,015 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $763K | 0.4% | 2,775 SH | |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $914K | 0.5% | 18,319 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $13.8M | 6.9% | 278,112 SH | |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $426K | 0.2% | 7,255 SH | |
| VULCAN MATLS CO | COM | $491K | 0.2% | 2,105 SH |
| 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 |