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CIK 0001973339 • 6 13F filings • Apr 9, 2025 – Jul 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $642K | 0.3% | 1,206 SH | |
| C H ROBINSON WORLDWIDE INC | COM NEW | $205K | 0.1% | 2,000 SH | |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $8.3M | 3.6% | 196,690 SH | |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $14.3M | 6.2% | 551,976 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $34.5M | 14.9% | 1,105,060 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $406K | 0.2% | 14,618 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $46.3M | 19.9% | 1,204,564 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $3.5M | 1.5% | 107,006 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $7.2M | 3.1% | 120,126 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $202K | 0.1% | 7,180 SH | |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $6.1M | 2.6% | 118,860 SH | |
| GLOBAL X FDS | S&P EX US ETF | $310K | 0.1% | 9,236 SH | |
| HOME DEPOT INC | COM | $217K | 0.1% | 592 SH | |
| ISHARES TR | CORE US AGGBD ET | $228K | 0.1% | 2,309 SH | |
| ISHARES TR | ESG AW MSCI EAFE | $2.1M | 0.9% | 25,709 SH | |
| ISHARES TR | ESG AWR MSCI USA | $2.0M | 0.8% | 16,003 SH | |
| ISHARES TR | TRS FLT RT BD | $1.3M | 0.6% | 25,554 SH | |
| NORTHERN LTS FD TR IV | INSPIRE 500 ETF | $376K | 0.2% | 1,828 SH | |
| NUSHARES ETF TR | NUVEEN ESG EMRGN | $1.3M | 0.6% | 44,006 SH | |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | $1.1M | 0.5% | 29,656 SH | |
| SALESFORCE INC | COM | $412K | 0.2% | 1,535 SH | |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $2.5M | 1.1% | 91,299 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $2.7M | 1.2% | 138,150 SH | |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $45.5M | 19.6% | 1,965,005 SH | |
| SCHWAB STRATEGIC TR | US REIT ETF | $12.1M | 5.2% | 563,075 SH | |
| SPDR SER TR | BLOOMBERG 1-3 MO | $237K | 0.1% | 2,580 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $1.4M | 0.6% | 19,038 SH | |
| VANGUARD INDEX FDS | LARGE CAP ETF | $3.5M | 1.5% | 13,460 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $1.9M | 0.8% | 20,637 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $207K | 0.1% | 402 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $1.2M | 0.5% | 6,297 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.2M | 0.5% | 5,477 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $764K | 0.3% | 2,779 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $3.8M | 1.6% | 22,017 SH | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $1.1M | 0.5% | 18,851 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $264K | 0.1% | 5,842 SH | |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $22.3M | 9.6% | 273,148 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $489K | 0.2% | 9,624 SH |
| Q3 2025 |
| 13F-HR |
| 0001085146-25-005920 |
| $309.8M |
| View |
| Jul 7, 2026 | Q2 2026 | 13F-HR | 0001973339-26-000004 | $413.9M | View |
| Jul 11, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003734 | $269.7M | View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0001973339-26-000002 | $356.5M | View |
| Apr 9, 2025 | Q1 2025 | 13F-HR | 0001085146-25-001978 | $232.2M | View |