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CIK 0001973339 • 6 13F filings • Apr 9, 2025 – Jul 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $316K | 0.1%Prev: 0.5% | 1,539 SH | Decreased-5,169 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $563K | 0.2% | 1,158 SH | New |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $7.5M | 2.8%Prev: 7.5% | 178,256 SH | Decreased-455,209 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $16.5M | 6.1%Prev: 6.3% | 569,117 SH | Decreased-93,569 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $39.5M | 14.6%Prev: 15.5% | 1,141,667 SH | Decreased-279,137 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $454K | 0.2%Prev: 0.1% | 14,618 SH | Decreased |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $55.1M | 20.4%Prev: 20.6% | 1,301,476 SH | Decreased-329,136 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $3.0M | 1.1%Prev: 1.0% | 83,354 SH | Decreased-7,243 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $8.2M | 3.0%Prev: 3.2% | 128,262 SH | Decreased-33,282 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $6.5M | 2.4%Prev: 2.7% | 121,123 SH | Decreased-32,610 SH |
| GLOBAL X FDS | S&P EX US ETF | $561K | 0.2%Prev: 0.2% | 16,325 SH | Decreased-6,707 SH |
| HOME DEPOT INC | COM | $230K | 0.1%Prev: 0.1% | 628 SH | Increased-6 SH |
| ISHARES TR | CORE S&P TTL STK | $537K | 0.2%Prev: 0.2% | 3,975 SH | Decreased |
| ISHARES TR | ESG AW MSCI EAFE | $2.2M | 0.8%Prev: 0.6% | 24,932 SH | Decreased+1,276 SH |
| ISHARES TR | ESG AWR MSCI USA | $2.4M | 0.9%Prev: 0.8% | 17,414 SH | Decreased-2,924 SH |
| ISHARES TR | IBOXX INV CP ETF | $260K | 0.1%Prev: 0.1% | 2,374 SH | Decreased-397 SH |
| ISHARES TR | TRS FLT RT BD | $1.3M | 0.5%Prev: 1.7% | 25,513 SH | Decreased-95,515 SH |
| MICROSOFT CORP | COM | $247K | 0.1%Prev: 0.1% | 497 SH | Decreased-382 SH |
| NORFOLK SOUTHN CORP | COM | $385K | 0.1%Prev: 0.1% | 1,503 SH | Decreased+78 SH |
| NORTHERN LTS FD TR IV | INSPIRE 500 ETF | $805K | 0.3%Prev: 0.4% | 3,511 SH | Decreased-1,821 SH |
| NORTHERN LTS FD TR IV | INSPIRE CORP BD | $278K | 0.1%Prev: 0.1% | 11,577 SH | Decreased-9,249 SH |
| NUSHARES ETF TR | NUVEEN ESG EMRGN | $1.6M | 0.6%Prev: 0.5% | 48,748 SH | Decreased-3,328 SH |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | $1.3M | 0.5%Prev: 0.4% | 32,322 SH | Decreased-123 SH |
| NVIDIA CORPORATION | COM | $818K | 0.3%Prev: 0.2% | 5,175 SH | Decreased+343 SH |
| SALESFORCE INC | COM | $419K | 0.2%Prev: 0.1% | 1,535 SH | Increased-5 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $3.2M | 1.2%Prev: 1.0% | 104,790 SH | Decreased-6,658 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $3.0M | 1.1%Prev: 1.0% | 137,086 SH | Decreased-9,307 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $51.7M | 19.2%Prev: 13.0% | 2,226,231 SH | Increased+226,430 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $13.0M | 4.8%Prev: 4.9% | 612,777 SH | Decreased-202,954 SH |
| TIMOTHY PLAN | U S SM CP CORE | $270K | 0.1%Prev: 0.1% | 6,974 SH | Decreased-1,013 SH |
| UNION PAC CORP | COM | $467K | 0.2%Prev: 0.1% | 2,030 SH | Decreased+66 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $1.5M | 0.6%Prev: 0.5% | 20,945 SH | Decreased-5,373 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $6.3M | 2.3%Prev: 1.8% | 21,911 SH | Decreased+705 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $2.0M | 0.7%Prev: 0.6% | 22,344 SH | Decreased-1,720 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $356K | 0.1%Prev: 0.1% | 627 SH | Decreased-7 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $2.0M | 0.7%Prev: 0.5% | 10,325 SH | Increased+1,474 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $2.0M | 0.7%Prev: 0.5% | 8,273 SH | Increased+1,404 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $871K | 0.3%Prev: 0.3% | 2,865 SH | Decreased+64 SH |
| VANGUARD INDEX FDS | VALUE ETF | $3.6M | 1.3%Prev: 1.1% | 20,321 SH | Decreased+167 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $2.0M | 0.7%Prev: 0.3% | 29,467 SH | Increased+14,646 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $437K | 0.2%Prev: 0.1% | 8,842 SH | Decreased-685 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $24.0M | 8.9%Prev: 8.3% | 289,235 SH | Decreased-69,212 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $803K | 0.3%Prev: 0.4% | 13,432 SH | Decreased-8,345 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $315K | 0.1%Prev: 0.1% | 1,541 SH | Increased+152 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.0M | 0.4%Prev: 0.4% | 17,826 SH | Decreased-2,281 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 |