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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 | $326K | 0.1% | 1,135 SH | New |
| AMERICAN CENTY ETF TR | US EQT ETF | $553K | 0.2% | 4,970 SH | New |
| APPLE INC | COM | $1.7M | 0.5% | 6,708 SH | New |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $26.7M | 7.5%Prev: 3.6% | 633,465 SH | Increased+436,775 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $22.4M | 6.3%Prev: 6.2% | 662,686 SH | Increased+110,710 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $55.4M | 15.5%Prev: 14.9% | 1,420,804 SH | Increased+315,744 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $519K | 0.1%Prev: 0.2% | 14,618 SH | Increased |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $73.6M | 20.6%Prev: 19.9% | 1,630,612 SH | Increased+426,048 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $3.5M | 1.0%Prev: 1.5% | 90,597 SH | Decreased-16,409 SH |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $224K | 0.1% | 6,276 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $11.5M | 3.2%Prev: 3.1% | 161,544 SH | Increased+41,418 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $9.6M | 2.7%Prev: 2.6% | 153,733 SH | Increased+34,873 SH |
| GLOBAL X FDS | S&P EX US ETF | $850K | 0.2%Prev: 0.1% | 23,032 SH | Increased+13,796 SH |
| HOME DEPOT INC | COM | $209K | 0.1%Prev: 0.1% | 634 SH | Decreased+42 SH |
| ISHARES TR | CORE S&P TTL STK | $566K | 0.2% | 3,975 SH | New |
| ISHARES TR | ESG AW MSCI EAFE | $2.3M | 0.6%Prev: 0.9% | 23,656 SH | Increased-2,053 SH |
| ISHARES TR | ESG AWR MSCI USA | $2.9M | 0.8%Prev: 0.8% | 20,338 SH | Increased+4,335 SH |
| ISHARES TR | IBOXX INV CP ETF | $302K | 0.1% | 2,771 SH | New |
| ISHARES TR | TRS FLT RT BD | $6.1M | 1.7%Prev: 0.6% | 121,028 SH | Increased+95,474 SH |
| MICROSOFT CORP | COM | $325K | 0.1% | 879 SH | New |
| NORFOLK SOUTHN CORP | COM | $409K | 0.1% | 1,425 SH | New |
| NORTHERN LTS FD TR IV | INSPIRE 500 ETF | $1.3M | 0.4%Prev: 0.2% | 5,332 SH | Increased+3,504 SH |
| NORTHERN LTS FD TR IV | INSPIRE CORP BD | $497K | 0.1% | 20,826 SH | New |
| NUSHARES ETF TR | NUVEEN ESG EMRGN | $1.9M | 0.5%Prev: 0.6% | 52,076 SH | Increased+8,070 SH |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | $1.5M | 0.4%Prev: 0.5% | 32,445 SH | Increased+2,789 SH |
| NVIDIA CORPORATION | COM | $843K | 0.2% | 4,832 SH | New |
| SALESFORCE INC | COM | $287K | 0.1%Prev: 0.2% | 1,540 SH | Decreased+5 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $3.7M | 1.0%Prev: 1.1% | 111,448 SH | Increased+20,149 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $3.6M | 1.0%Prev: 1.2% | 146,393 SH | Increased+8,243 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $46.4M | 13.0%Prev: 19.6% | 1,999,801 SH | Increased+34,796 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $17.5M | 4.9%Prev: 5.2% | 815,731 SH | Increased+252,656 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $4.1M | 1.1% | 44,426 SH | New |
| TIMOTHY PLAN | U S SM CP CORE | $339K | 0.1% | 7,987 SH | New |
| UNION PAC CORP | COM | $477K | 0.1% | 1,964 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $1.9M | 0.5%Prev: 0.6% | 26,318 SH | Increased+7,280 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $6.3M | 1.8%Prev: 1.5% | 21,206 SH | Increased+7,746 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $2.1M | 0.6%Prev: 0.8% | 24,064 SH | Increased+3,427 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $379K | 0.1%Prev: 0.1% | 634 SH | Increased+232 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $1.9M | 0.5%Prev: 0.5% | 8,851 SH | Increased+2,554 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.8M | 0.5%Prev: 0.5% | 6,869 SH | Increased+1,392 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $899K | 0.3%Prev: 0.3% | 2,801 SH | Increased+22 SH |
| VANGUARD INDEX FDS | VALUE ETF | $4.0M | 1.1%Prev: 1.6% | 20,154 SH | Increased-1,863 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $1.1M | 0.3%Prev: 0.5% | 14,821 SH | Decreased-4,030 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $515K | 0.1%Prev: 0.1% | 9,527 SH | Increased+3,685 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $280K | 0.1% | 5,614 SH | New |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $29.7M | 8.3%Prev: 9.6% | 358,447 SH | Increased+85,299 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $1.3M | 0.4% | 21,777 SH | New |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $299K | 0.1% | 1,389 SH | New |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.3M | 0.4%Prev: 0.2% | 20,107 SH | Increased+10,483 SH |
| VANGUARD WORLD FD | INF TECH ETF | $256K | 0.1% | 367 SH | New |
| 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 |