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CIK 0001973339 • 6 13F filings • Apr 9, 2025 – Jul 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $256K | 0.1%Prev: 0.1% | 1,051 SH | Decreased-327 SH |
| APPLE INC | COM | $2.6M | 0.8%Prev: 0.9% | 10,254 SH | Decreased-3,094 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $581K | 0.2%Prev: 0.1% | 1,156 SH | Increased+692 SH |
| C H ROBINSON WORLDWIDE INC | COM NEW | $265K | 0.1% | 2,000 SH | New |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $7.7M | 2.5% | 179,918 SH | New |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $19.0M | 6.1%Prev: 6.5% | 602,942 SH | Decreased-68,596 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $45.7M | 14.7%Prev: 15.1% | 1,256,522 SH | Decreased-261,078 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $479K | 0.2%Prev: 0.1% | 14,618 SH | Decreased |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $64.5M | 20.8%Prev: 21.5% | 1,410,087 SH | Decreased-312,208 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $3.1M | 1.0% | 81,394 SH | New |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $206K | 0.1% | 6,276 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $9.7M | 3.1%Prev: 3.5% | 141,144 SH | Decreased-33,456 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $7.9M | 2.6%Prev: 2.8% | 136,337 SH | Decreased-29,823 SH |
| GLOBAL X FDS | S&P EX US ETF | $670K | 0.2%Prev: 0.2% | 18,627 SH | Decreased-4,675 SH |
| HOME DEPOT INC | COM | $234K | 0.1%Prev: 0.1% | 578 SH | Increased-15 SH |
| ISHARES TR | CORE S&P TTL STK | $579K | 0.2%Prev: 0.1% | 3,975 SH | Increased+920 SH |
| ISHARES TR | ESG AW MSCI EAFE | $2.3M | 0.7%Prev: 0.7% | 24,445 SH | Decreased-4,785 SH |
| ISHARES TR | ESG AWR MSCI USA | $2.6M | 0.8%Prev: 1.0% | 18,008 SH | Decreased-7,224 SH |
| ISHARES TR | IBOXX INV CP ETF | $268K | 0.1%Prev: 0.1% | 2,407 SH | Decreased-365 SH |
| ISHARES TR | TRS FLT RT BD | $1.1M | 0.3%Prev: 1.2% | 21,016 SH | Decreased-79,187 SH |
| MICROSOFT CORP | COM | $404K | 0.1%Prev: 0.1% | 780 SH | Increased-150 SH |
| NORFOLK SOUTHN CORP | COM | $427K | 0.1%Prev: 0.1% | 1,421 SH | Decreased-8 SH |
| NORTHERN LTS FD TR IV | INSPIRE 500 ETF | $1.1M | 0.4%Prev: 0.4% | 4,478 SH | Decreased-1,147 SH |
| NORTHERN LTS FD TR IV | INSPIRE CORP BD | $348K | 0.1%Prev: 0.1% | 14,390 SH | Decreased-9,215 SH |
| NUSHARES ETF TR | NUVEEN ESG EMRGN | $1.8M | 0.6%Prev: 0.6% | 51,257 SH | Decreased-2,604 SH |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | $1.4M | 0.5%Prev: 0.5% | 32,242 SH | Decreased-9,295 SH |
| NVIDIA CORPORATION | COM | $551K | 0.2%Prev: 0.5% | 2,953 SH | Decreased-6,696 SH |
| ORACLE CORP | COM | $240K | 0.1% | 854 SH | New |
| SALESFORCE INC | COM | $373K | 0.1%Prev: 0.1% | 1,574 SH | Increased+30 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $3.4M | 1.1%Prev: 0.9% | 102,479 SH | Decreased-2,696 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $3.2M | 1.0%Prev: 0.9% | 136,866 SH | Decreased-1,484 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $56.2M | 18.2%Prev: 12.6% | 2,395,677 SH | Increased+146,387 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $15.0M | 4.8%Prev: 5.1% | 696,520 SH | Decreased-186,672 SH |
| SPDR SERIES TRUST | BLOOMBERG 1-3 MO | $3.2M | 1.0% | 35,288 SH | New |
| TIMOTHY PLAN | U S SM CP CORE | $301K | 0.1%Prev: 0.1% | 7,249 SH | Decreased-2,057 SH |
| UNION PAC CORP | COM | $484K | 0.2%Prev: 0.1% | 2,047 SH | Decreased+84 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $1.7M | 0.5%Prev: 0.5% | 22,392 SH | Decreased-6,223 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $6.8M | 2.2%Prev: 1.7% | 21,941 SH | Decreased+1,466 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $2.1M | 0.7%Prev: 0.6% | 23,388 SH | Decreased-1,766 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $388K | 0.1%Prev: 0.1% | 634 SH | Decreased |
| VANGUARD INDEX FDS | SM CP VAL ETF | $1.8M | 0.6%Prev: 0.5% | 8,696 SH | Decreased+103 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.9M | 0.6%Prev: 0.5% | 7,560 SH | Decreased+1,010 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.1M | 0.4%Prev: 0.3% | 3,318 SH | Increased+517 SH |
| VANGUARD INDEX FDS | VALUE ETF | $3.7M | 1.2%Prev: 1.0% | 19,903 SH | Decreased+164 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $1.7M | 0.6%Prev: 0.3% | 24,147 SH | Increased+9,326 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $538K | 0.2%Prev: 0.1% | 9,925 SH | Decreased+295 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $256K | 0.1%Prev: 0.1% | 5,105 SH | Decreased-509 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $26.7M | 8.6%Prev: 7.8% | 317,200 SH | Decreased-74,156 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $924K | 0.3%Prev: 0.3% | 15,396 SH | Decreased-9,137 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $378K | 0.1%Prev: 0.1% | 1,752 SH | Increased+663 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.2M | 0.4%Prev: 0.3% | 19,845 SH | Decreased-152 SH |
| VANGUARD WORLD FD | INF TECH ETF | $268K | 0.1%Prev: 0.1% | 359 SH | Decreased-2,575 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 |