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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 | $211K | 0.1% | 589 SH | New |
| ALPHABET INC | CAP STK CL C | $487K | 0.1% | 1,378 SH | New |
| AMERICAN CENTY ETF TR | US EQT ETF | $561K | 0.1% | 4,377 SH | New |
| APPLE INC | COM | $3.9M | 0.9%Prev: 0.1% | 13,348 SH | Increased+11,809 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $232K | 0.1%Prev: 0.2% | 464 SH | Decreased-694 SH |
| DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | $28.0M | 6.8% | 663,083 SH | New |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $27.0M | 6.5%Prev: 6.1% | 671,538 SH | Increased+102,421 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $62.6M | 15.1%Prev: 14.6% | 1,517,600 SH | Increased+375,933 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $545K | 0.1%Prev: 0.2% | 14,618 SH | Increased |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $1.1M | 0.3% | 22,599 SH | New |
| DIMENSIONAL ETF TRUST | SHOR DUR FIX ETF | $1.9M | 0.4% | 38,936 SH | New |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $3.9M | 0.9% | 88,103 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $89.0M | 21.5%Prev: 20.4% | 1,722,295 SH | Increased+420,819 SH |
| DIMENSIONAL ETF TRUST | US LARG VALU ETF | $248K | 0.1% | 6,276 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $14.4M | 3.5%Prev: 3.0% | 174,600 SH | Increased+46,338 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $11.6M | 2.8%Prev: 2.4% | 166,160 SH | Increased+45,037 SH |
| GLOBAL X FDS | S&P EX US ETF | $925K | 0.2%Prev: 0.2% | 23,302 SH | Increased+6,977 SH |
| HOME DEPOT INC | COM | $209K | 0.1%Prev: 0.1% | 593 SH | Decreased-35 SH |
| ISHARES TR | CORE S&P TTL STK | $502K | 0.1%Prev: 0.2% | 3,055 SH | Decreased-920 SH |
| ISHARES TR | CORE US AGGBD ET | $451K | 0.1% | 4,555 SH | New |
| ISHARES TR | ESG AW MSCI EAFE | $3.0M | 0.7%Prev: 0.8% | 29,230 SH | Increased+4,298 SH |
| ISHARES TR | ESG AWR MSCI USA | $4.1M | 1.0%Prev: 0.9% | 25,232 SH | Increased+7,818 SH |
| ISHARES TR | IBOXX INV CP ETF | $302K | 0.1%Prev: 0.1% | 2,772 SH | Increased+398 SH |
| ISHARES TR | TRS FLT RT BD | $5.1M | 1.2%Prev: 0.5% | 100,203 SH | Increased+74,690 SH |
| MICROSOFT CORP | COM | $347K | 0.1%Prev: 0.1% | 930 SH | Increased+433 SH |
| NORFOLK SOUTHN CORP | COM | $450K | 0.1%Prev: 0.1% | 1,429 SH | Increased-74 SH |
| NORTHERN LTS FD TR IV | INSPIRE 500 ETF | $1.6M | 0.4%Prev: 0.3% | 5,625 SH | Increased+2,114 SH |
| NORTHERN LTS FD TR IV | INSPIRE CORP BD | $561K | 0.1%Prev: 0.1% | 23,605 SH | Increased+12,028 SH |
| NUSHARES ETF TR | NUVEEN ESG EMRGN | $2.3M | 0.6%Prev: 0.6% | 53,861 SH | Increased+5,113 SH |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | $2.2M | 0.5%Prev: 0.5% | 41,537 SH | Increased+9,215 SH |
| NVIDIA CORPORATION | COM | $1.9M | 0.5%Prev: 0.3% | 9,649 SH | Increased+4,474 SH |
| SALESFORCE INC | COM | $242K | 0.1%Prev: 0.2% | 1,544 SH | Decreased+9 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $3.8M | 0.9%Prev: 1.2% | 105,175 SH | Increased+385 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $3.8M | 0.9%Prev: 1.1% | 138,350 SH | Increased+1,264 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $52.0M | 12.6%Prev: 19.2% | 2,249,290 SH | Increased+23,059 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $20.9M | 5.1%Prev: 4.8% | 883,192 SH | Increased+270,415 SH |
| SPDR SERIES TRUST | ST STR BLO 1 ETF | $3.2M | 0.8% | 35,214 SH | New |
| TIMOTHY PLAN | U S SM CP CORE | $447K | 0.1%Prev: 0.1% | 9,306 SH | Increased+2,332 SH |
| UNION PAC CORP | COM | $534K | 0.1%Prev: 0.2% | 1,963 SH | Increased-67 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $2.1M | 0.5%Prev: 0.6% | 28,615 SH | Increased+7,670 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $7.0M | 1.7%Prev: 2.3% | 20,475 SH | Increased-1,436 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $2.4M | 0.6%Prev: 0.7% | 25,154 SH | Increased+2,810 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $435K | 0.1%Prev: 0.1% | 634 SH | Increased+7 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $2.1M | 0.5%Prev: 0.7% | 8,593 SH | Increased-1,732 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $2.0M | 0.5%Prev: 0.7% | 6,550 SH | Increased-1,723 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.0M | 0.3%Prev: 0.3% | 2,801 SH | Increased-64 SH |
| VANGUARD INDEX FDS | VALUE ETF | $4.3M | 1.0%Prev: 1.3% | 19,739 SH | Increased-582 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $1.2M | 0.3%Prev: 0.7% | 14,821 SH | Decreased-14,646 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $575K | 0.1%Prev: 0.2% | 9,630 SH | Increased+788 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $284K | 0.1% | 5,614 SH | New |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $32.3M | 7.8%Prev: 8.9% | 391,356 SH | Increased+102,121 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $1.4M | 0.3%Prev: 0.3% | 24,533 SH | Increased+11,101 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $258K | 0.1%Prev: 0.1% | 1,089 SH | Decreased-452 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.4M | 0.3%Prev: 0.4% | 19,997 SH | Increased+2,171 SH |
| VANGUARD WORLD FD | INF TECH ETF | $351K | 0.1% | 2,934 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 |