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CIK 0001910966 • 6 13F filings • Apr 18, 2025 – Jul 30, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $295K | 0.0%Prev: 0.0% | 1,292 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $372K | 0.0%Prev: 0.0% | 1,189 SH | Increased |
| ALPHABET INC | CAP STK CL C | $590K | 0.1%Prev: 0.0% | 1,882 SH | Increased |
| AMAZON COM INC | COM | $1.8M | 0.2%Prev: 0.2% | 7,694 SH | Increased+2 SH |
| AMGEN INC | COM | $226K | 0.0% | 689 SH | New |
| APPLE INC | COM | $9.2M | 0.9%Prev: 0.9% | 33,798 SH | Increased-429 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $3.4M | 0.3%Prev: 0.4% | 6,683 SH | Decreased-102 SH |
| BROADCOM INC | COM | $238K | 0.0%Prev: 0.0% | 687 SH | Increased |
| CATERPILLAR INC | COM | $758K | 0.1%Prev: 0.1% | 1,323 SH | Increased-44 SH |
| COCA COLA CO | COM | $372K | 0.0%Prev: 0.0% | 5,316 SH | Increased-83 SH |
| DANAHER CORPORATION | COM | $252K | 0.0%Prev: 0.0% | 1,100 SH | Increased |
| DEERE & CO | COM | $6.8M | 0.7%Prev: 0.7% | 14,512 SH | Increased-172 SH |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $249K | 0.0%Prev: 0.0% | 5,854 SH | Decreased |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | $1.6M | 0.2%Prev: 0.2% | 37,627 SH | Decreased-3,554 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $16.3M | 1.7%Prev: 1.8% | 491,490 SH | Decreased-45,810 SH |
| DIMENSIONAL ETF TRUST | GLOBAL EX US COR | $77.7M | 7.9%Prev: 7.4% | 1,475,798 SH | Increased+161,746 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $14.5M | 1.5%Prev: 1.5% | 549,289 SH | Decreased+11,298 SH |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | $9.5M | 1.0%Prev: 0.9% | 184,211 SH | Increased+24,624 SH |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $42.2M | 4.3%Prev: 4.0% | 1,016,625 SH | Increased+118,283 SH |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $8.2M | 0.8%Prev: 0.9% | 190,420 SH | Decreased-17,513 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $37.3M | 3.8%Prev: 4.0% | 746,887 SH | Decreased-73,827 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $58.8M | 6.0%Prev: 6.3% | 1,856,079 SH | Decreased-125,662 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $14.2M | 1.5%Prev: 1.5% | 432,360 SH | Decreased-32,169 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $27.8M | 2.8%Prev: 3.0% | 732,271 SH | Decreased-79,886 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $129.2M | 13.2%Prev: 12.3% | 2,693,940 SH | Increased+270,402 SH |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | $173.1M | 17.7%Prev: 16.4% | 3,416,822 SH | Increased+346,870 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $76.1M | 7.8%Prev: 8.4% | 1,921,660 SH | Decreased-148,446 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $237K | 0.0%Prev: 0.0% | 3,195 SH | Increased+7 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $61.5M | 6.3%Prev: 6.8% | 1,617,442 SH | Decreased-100,837 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $35.3M | 3.6%Prev: 3.7% | 758,134 SH | Decreased-40,722 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $21.8M | 2.2%Prev: 2.4% | 313,146 SH | Decreased-20,356 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $7.9M | 0.8%Prev: 0.9% | 182,662 SH | Decreased-20,972 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $27.5M | 2.8%Prev: 3.0% | 461,138 SH | Decreased-33,653 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $85.4M | 8.7%Prev: 9.2% | 2,608,713 SH | Decreased-197,376 SH |
| ELI LILLY & CO | COM | $602K | 0.1%Prev: 0.0% | 560 SH | Increased |
| HOME DEPOT INC | COM | $1.1M | 0.1%Prev: 0.1% | 3,195 SH | Decreased-5 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $470K | 0.0%Prev: 0.0% | 1,587 SH | Increased |
| INTUITIVE SURGICAL INC | COM NEW | $680K | 0.1%Prev: 0.1% | 1,201 SH | Increased |
| ISHARES TR | CORE MSCI TOTAL | $408K | 0.0%Prev: 0.0% | 4,822 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $1.2M | 0.1%Prev: 0.1% | 1,787 SH | Increased |
| ISHARES TR | RUS 1000 GRW ETF | $479K | 0.0%Prev: 0.0% | 1,013 SH | Increased |
| ISHARES TR | S&P 500 GRWT ETF | $633K | 0.1%Prev: 0.1% | 5,136 SH | Increased |
| JOHNSON & JOHNSON | COM | $532K | 0.1%Prev: 0.1% | 2,570 SH | Increased |
| JPMORGAN CHASE & CO. | COM | $1.2M | 0.1%Prev: 0.1% | 3,683 SH | Increased+5 SH |
| MERCK & CO INC | COM | $224K | 0.0% | 2,132 SH | New |
| META PLATFORMS INC | CL A | $228K | 0.0%Prev: 0.0% | 346 SH | Decreased |
| MICROSOFT CORP | COM | $2.1M | 0.2%Prev: 0.2% | 4,258 SH | Decreased-9 SH |
| NVIDIA CORPORATION | COM | $1.4M | 0.1%Prev: 0.1% | 7,675 SH | Increased+1,399 SH |
| ORACLE CORP | COM | $1.2M | 0.1%Prev: 0.1% | 6,376 SH | Increased+3,743 SH |
| PROCTER AND GAMBLE CO | COM | $852K | 0.1%Prev: 0.1% | 5,946 SH | Decreased-293 SH |
| REV GROUP INC | COM | $426K | 0.0%Prev: 0.0% | 7,000 SH | Increased |
| RTX CORPORATION | COM | $341K | 0.0%Prev: 0.0% | 1,857 SH | Increased |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $312K | 0.0%Prev: 0.0% | 11,884 SH | Increased+5 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $1.0M | 0.1%Prev: 0.1% | 32,112 SH | Increased-276 SH |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $203K | 0.0% | 423 SH | New |
| SPDR GOLD TR | GOLD SHS | $358K | 0.0%Prev: 0.0% | 903 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $968K | 0.1%Prev: 0.1% | 1,420 SH | Increased+10 SH |
| STARBUCKS CORP | COM | $255K | 0.0%Prev: 0.0% | 3,031 SH | Decreased-352 SH |
| T-MOBILE US INC | COM | $321K | 0.0%Prev: 0.0% | 1,583 SH | Decreased |
| UNION PAC CORP | COM | $231K | 0.0%Prev: 0.0% | 1,000 SH | Decreased+4 SH |
| UNITED SEC BANCSHARES CALIF | COM | $363K | 0.0%Prev: 0.0% | 36,025 SH | Increased |
| UNITEDHEALTH GROUP INC | COM | $364K | 0.0%Prev: 0.0% | 1,104 SH | Decreased |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $300K | 0.0%Prev: 0.0% | 6,010 SH | Decreased-749 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $275K | 0.0%Prev: 0.0% | 439 SH | Increased+1 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $663K | 0.1%Prev: 0.1% | 1,977 SH | Increased+282 SH |
| VANGUARD INDEX FDS | VALUE ETF | $675K | 0.1%Prev: 0.1% | 3,536 SH | Increased-49 SH |
| VANGUARD INSTL INDEX FD | 0-3 MO TREAS BIL | $495K | 0.1%Prev: 0.1% | 6,556 SH | Decreased-608 SH |
| VANGUARD INSTL INDEX FD | ULTRA-SHORT TREA | $2.3M | 0.2%Prev: 0.1% | 30,241 SH | Increased+15,309 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $224K | 0.0%Prev: 0.0% | 3,811 SH | Decreased |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $2.2M | 0.2%Prev: 0.2% | 9,855 SH | Increased+220 SH |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | $1.1M | 0.1%Prev: 0.1% | 10,664 SH | Decreased |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $261K | 0.0%Prev: 0.0% | 1,820 SH | Increased |
| VISA INC | COM CL A | $626K | 0.1%Prev: 0.1% | 1,784 SH | Increased |
| WALMART INC | COM | $670K | 0.1%Prev: 0.1% | 6,018 SH | Increased |
| WEC ENERGY GROUP INC | COM | $251K | 0.0%Prev: 0.0% | 2,382 SH | Decreased |
| XCEL ENERGY INC | COM | $276K | 0.0%Prev: 0.0% | 3,736 SH | Decreased-69 SH |
| 13F-HR |
| 0001910966-26-000005 |
| $1.06B |
| View |
| Jul 31, 2025 | Q2 2025 | 13F-HR | 0001910966-25-000007 | $904.4M | View |
| Apr 28, 2026 | Q1 2026 | 13F-HR | 0001910966-26-000003 | $987.1M | View |
| Apr 18, 2025 | Q1 2025 | 13F-HR | 0001910966-25-000003 | $844.9M | View |