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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 | $407K | 0.1%Prev: 0.1% | 1,297 SH | Decreased+61 SH |
| APPLE INC | COM | $2.3M | 0.7%Prev: 0.9% | 8,591 SH | Decreased-2,895 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $449K | 0.1% | 893 SH | New |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $25.4M | 7.7% | 596,465 SH | New |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $19.9M | 6.1%Prev: 6.5% | 611,819 SH | Decreased-90,473 SH |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $1.1M | 0.3% | 25,279 SH | New |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $50.3M | 15.3%Prev: 15.4% | 1,320,003 SH | Decreased-258,080 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $504K | 0.2%Prev: 0.1% | 14,618 SH | Increased+1,368 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $400K | 0.1% | 8,350 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $69.2M | 21.0%Prev: 22.1% | 1,479,327 SH | Decreased-313,353 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $3.2M | 1.0% | 81,467 SH | New |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $354K | 0.1% | 9,308 SH | New |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $215K | 0.1% | 6,276 SH | New |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $554K | 0.2% | 24,176 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $10.5M | 3.2%Prev: 3.3% | 150,163 SH | Decreased-29,481 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $8.6M | 2.6%Prev: 2.7% | 144,039 SH | Decreased-28,563 SH |
| GLOBAL X FDS | S&P EX US ETF | $684K | 0.2%Prev: 0.2% | 18,511 SH | Decreased-6,423 SH |
| ISHARES TR | CORE S&P TTL STK | $591K | 0.2%Prev: 0.1% | 3,975 SH | Increased+894 SH |
| ISHARES TR | ESG AW MSCI EAFE | $2.5M | 0.7%Prev: 0.6% | 25,862 SH | Decreased-705 SH |
| ISHARES TR | ESG AWR MSCI USA | $2.8M | 0.9%Prev: 1.0% | 18,993 SH | Decreased-5,608 SH |
| ISHARES TR | IBOXX INV CP ETF | $260K | 0.1%Prev: 0.9% | 2,360 SH | Decreased-33,775 SH |
| ISHARES TR | TRS FLT RT BD | $1.1M | 0.3%Prev: 1.3% | 22,331 SH | Decreased-90,272 SH |
| MICROSOFT CORP | COM | $377K | 0.1%Prev: 0.1% | 780 SH | Decreased-288 SH |
| NORFOLK SOUTHN CORP | COM | $410K | 0.1%Prev: 0.1% | 1,421 SH | Decreased-11 SH |
| NORTHERN LTS FD TR IV | INSPIRE 500 ETF | $1.1M | 0.3%Prev: 0.4% | 4,460 SH | Decreased-1,324 SH |
| NORTHERN LTS FD TR IV | INSPIRE CORP BD | $361K | 0.1%Prev: 0.1% | 14,924 SH | Decreased-8,681 SH |
| NUSHARES ETF TR | NUVEEN ESG EMRGN | $1.8M | 0.6%Prev: 0.5% | 51,496 SH | Decreased+141 SH |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | $1.5M | 0.5%Prev: 0.4% | 33,679 SH | Decreased-4,682 SH |
| NVIDIA CORPORATION | COM | $561K | 0.2%Prev: 0.6% | 3,009 SH | Decreased-7,601 SH |
| SALESFORCE INC | COM | $407K | 0.1%Prev: 0.1% | 1,535 SH | Increased-29 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $3.6M | 1.1%Prev: 0.8% | 111,045 SH | Increased+22,403 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $3.5M | 1.1%Prev: 0.8% | 147,516 SH | Increased+21,357 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $42.4M | 12.9%Prev: 13.2% | 1,814,258 SH | Decreased-712,737 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $14.8M | 4.5%Prev: 4.8% | 709,659 SH | Decreased-218,883 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $3.6M | 1.1% | 39,145 SH | New |
| TIMOTHY PLAN | U S SM CP CORE | $291K | 0.1%Prev: 0.1% | 7,027 SH | Decreased-2,279 SH |
| UNION PAC CORP | COM | $474K | 0.1%Prev: 0.1% | 2,047 SH | Decreased+68 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $1.8M | 0.5%Prev: 2.3% | 24,411 SH | Decreased-113,532 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $6.8M | 2.1% | 21,729 SH | New |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $2.1M | 0.6%Prev: 0.5% | 24,021 SH | Decreased-322 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $416K | 0.1%Prev: 0.1% | 664 SH | Decreased+29 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $1.9M | 0.6% | 8,890 SH | New |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.9M | 0.6% | 7,224 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $933K | 0.3% | 2,784 SH | New |
| VANGUARD INDEX FDS | VALUE ETF | $3.8M | 1.2% | 20,125 SH | New |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $1.3M | 0.4%Prev: 0.3% | 18,085 SH | Increased+3,264 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $534K | 0.2%Prev: 0.1% | 9,936 SH | Decreased+334 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $282K | 0.1%Prev: 0.1% | 5,614 SH | Increased |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $28.0M | 8.5%Prev: 7.5% | 334,618 SH | Decreased-69,509 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $965K | 0.3%Prev: 0.3% | 16,099 SH | Decreased-7,719 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $343K | 0.1%Prev: 0.1% | 1,560 SH | Increased+382 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.2M | 0.4%Prev: 0.3% | 19,975 SH | Decreased-288 SH |
| VANGUARD WORLD FD | INF TECH ETF | $271K | 0.1%Prev: 0.1% | 359 SH | Decreased-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 |