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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 A | $239K | 0.1% | 693 SH | New |
| ALPHABET INC | CAP STK CL C | $421K | 0.1%Prev: 0.1% | 1,236 SH | Increased+185 SH |
| AMAZON COM INC | COM | $328K | 0.1% | 1,315 SH | New |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $281K | 0.1% | 2,991 SH | New |
| AMERICAN CENTY ETF TR | US EQT ETF | $531K | 0.1% | 4,146 SH | New |
| APPLE INC | COM | $3.8M | 0.9%Prev: 0.8% | 11,486 SH | Increased+1,232 SH |
| BROADCOM INC | COM | $200K | 0.0% | 570 SH | New |
| DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | $20.6M | 4.9% | 513,853 SH | New |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $27.6M | 6.5%Prev: 6.1% | 702,292 SH | Increased+99,350 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $65.4M | 15.4%Prev: 14.7% | 1,578,083 SH | Increased+321,561 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $498K | 0.1%Prev: 0.2% | 13,250 SH | Increased-1,368 SH |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $3.8M | 0.9% | 85,502 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $93.9M | 22.1%Prev: 20.8% | 1,792,680 SH | Increased+382,593 SH |
| DIMENSIONAL ETF TRUST | US LARG VALU ETF | $252K | 0.1% | 6,276 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $13.9M | 3.3%Prev: 3.1% | 179,644 SH | Increased+38,500 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $11.5M | 2.7%Prev: 2.6% | 172,602 SH | Increased+36,265 SH |
| ELI LILLY & CO | COM | $221K | 0.1% | 191 SH | New |
| GLOBAL X FDS | S&P EX US ETF | $1.0M | 0.2%Prev: 0.2% | 24,934 SH | Increased+6,307 SH |
| ISHARES TR | CORE S&P TTL STK | $512K | 0.1%Prev: 0.2% | 3,081 SH | Decreased-894 SH |
| ISHARES TR | CORE US AGGBD ET | $431K | 0.1% | 4,558 SH | New |
| ISHARES TR | ESG AW MSCI EAFE | $2.7M | 0.6%Prev: 0.7% | 26,567 SH | Increased+2,122 SH |
| ISHARES TR | ESG AWR MSCI USA | $4.1M | 1.0%Prev: 0.8% | 24,601 SH | Increased+6,593 SH |
| ISHARES TR | IBOXX INV CP ETF | $3.7M | 0.9%Prev: 0.1% | 36,135 SH | Increased+33,728 SH |
| ISHARES TR | TRS FLT RT BD | $5.7M | 1.3%Prev: 0.3% | 112,603 SH | Increased+91,587 SH |
| MICROSOFT CORP | COM | $548K | 0.1%Prev: 0.1% | 1,068 SH | Increased+288 SH |
| NORFOLK SOUTHN CORP | COM | $442K | 0.1%Prev: 0.1% | 1,432 SH | Increased+11 SH |
| NORTHERN LTS FD TR IV | INSPIRE 500 ETF | $1.6M | 0.4%Prev: 0.4% | 5,784 SH | Increased+1,306 SH |
| NORTHERN LTS FD TR IV | INSPIRE CORP BD | $543K | 0.1%Prev: 0.1% | 23,605 SH | Increased+9,215 SH |
| NUSHARES ETF TR | NUVEEN ESG EMRGN | $2.2M | 0.5%Prev: 0.6% | 51,355 SH | Increased+98 SH |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | $1.9M | 0.4%Prev: 0.5% | 38,361 SH | Increased+6,119 SH |
| NVIDIA CORPORATION | COM | $2.4M | 0.6%Prev: 0.2% | 10,610 SH | Increased+7,657 SH |
| SALESFORCE INC | COM | $359K | 0.1%Prev: 0.1% | 1,564 SH | Decreased-10 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $3.2M | 0.8%Prev: 1.1% | 88,642 SH | Decreased-13,837 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $3.5M | 0.8%Prev: 1.0% | 126,159 SH | Increased-10,707 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $55.8M | 13.2%Prev: 18.2% | 2,526,995 SH | Decreased+131,318 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $20.5M | 4.8%Prev: 4.8% | 928,542 SH | Increased+232,022 SH |
| SPDR SERIES TRUST | ST STR BLO 1 ETF | $3.2M | 0.8% | 35,166 SH | New |
| TIMOTHY PLAN | U S SM CP CORE | $416K | 0.1%Prev: 0.1% | 9,306 SH | Increased+2,057 SH |
| UNION PAC CORP | COM | $539K | 0.1%Prev: 0.2% | 1,979 SH | Increased-68 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $319K | 0.1% | 4,174 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $9.7M | 2.3%Prev: 0.5% | 137,943 SH | Increased+115,551 SH |
| VANGUARD INDEX FDS | MRNGSTR LRG CAP | $6.8M | 1.6% | 19,340 SH | New |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | $1.6M | 0.4% | 5,527 SH | New |
| VANGUARD INDEX FDS | MRNGSTR SML CP V | $1.8M | 0.4% | 7,950 SH | New |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | $1.0M | 0.2% | 2,779 SH | New |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | $4.1M | 1.0% | 18,781 SH | New |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $2.2M | 0.5%Prev: 0.7% | 24,343 SH | Increased+955 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $445K | 0.1%Prev: 0.1% | 635 SH | Increased+1 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $1.2M | 0.3%Prev: 0.6% | 14,821 SH | Decreased-9,326 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $569K | 0.1%Prev: 0.2% | 9,602 SH | Increased-323 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $266K | 0.1%Prev: 0.1% | 5,614 SH | Increased+509 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $31.6M | 7.5%Prev: 8.6% | 404,127 SH | Increased+86,927 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $1.3M | 0.3%Prev: 0.3% | 23,818 SH | Increased+8,422 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $275K | 0.1%Prev: 0.1% | 1,178 SH | Decreased-574 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.4M | 0.3%Prev: 0.4% | 20,263 SH | Increased+418 SH |
| VANGUARD WORLD FD | INF TECH ETF | $391K | 0.1%Prev: 0.1% | 3,112 SH | Increased+2,753 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 |