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CIK 0002043741 • 7 13F filings • May 8, 2025 – Aug 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVANTIS CORE FI | $4.6M | 3.5%Prev: 2.8% | 109,118 SH | Increased+26,455 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $712K | 0.5%Prev: 2.7% | 8,709 SH | Decreased-34,316 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $14.3M | 11.0%Prev: 10.7% | 125,165 SH | Increased+3,209 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $6.3M | 4.8%Prev: 4.5% | 79,481 SH | Increased+1,708 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $6.6M | 5.0%Prev: 2.7% | 166,344 SH | Increased+72,651 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $654K | 0.5%Prev: 0.4% | 8,680 SH | Increased+344 SH |
| ELI LILLY & CO | COM | $211K | 0.2% | 196 SH | New |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | $471K | 0.4%Prev: 0.4% | 16,617 SH | Decreased-411 SH |
| FRANKLIN TEMPLETON ETF TR | US MID CP MLTFCT | $650K | 0.5%Prev: 0.6% | 11,234 SH | Decreased-2,145 SH |
| HARBOR ETF TRUST | HARBOR COMMODITY | $3.6M | 2.8%Prev: 2.3% | 136,621 SH | Increased+27,038 SH |
| INNOVATOR ETFS TRUST | EQUITY MNGD 100 | $915K | 0.7%Prev: 1.0% | 34,119 SH | Decreased-13,538 SH |
| INNOVATOR ETFS TRUST | LADERD ALCTN PWR | $1.6M | 1.2%Prev: 1.5% | 30,938 SH | Decreased-7,763 SH |
| INNOVATOR ETFS TRUST | POWER BUFFER SET | $313K | 0.2%Prev: 0.3% | 8,835 SH | Decreased-185 SH |
| INVESCO QQQ TR | UNIT SER 1 | $263K | 0.2%Prev: 0.2% | 426 SH | Decreased |
| ISHARES INC | MSCI CDA ETF | $1.8M | 1.4%Prev: 1.0% | 33,352 SH | Increased+8,209 SH |
| ISHARES INC | MSCI GERMANY ETF | $1.8M | 1.4%Prev: 1.0% | 42,417 SH | Increased+12,331 SH |
| ISHARES INC | MSCI ITALY ETF | $1.8M | 1.4% | 33,163 SH | New |
| ISHARES TR | CONV BD ETF | $2.7M | 2.1%Prev: 3.3% | 26,345 SH | Decreased-13,404 SH |
| ISHARES TR | CORE LT USDB ETF | $2.7M | 2.1%Prev: 0.2% | 54,118 SH | Increased+48,918 SH |
| ISHARES TR | CORE MSCI EAFE | $358K | 0.3%Prev: 0.2% | 3,873 SH | Increased+943 SH |
| ISHARES TR | CORE S&P500 ETF | $14.7M | 11.2%Prev: 10.2% | 21,365 SH | Increased+2,669 SH |
| ISHARES TR | CORE US AGGBD ET | $2.2M | 1.7%Prev: 0.5% | 21,708 SH | Increased+15,604 SH |
| ISHARES TR | ISHS 5-10YR INVT | $1.2M | 0.9%Prev: 4.0% | 22,380 SH | Decreased-70,802 SH |
| ISHARES TR | MSCI UK ETF NEW | $1.8M | 1.4% | 40,227 SH | New |
| ISHARES TR | RUS 1000 ETF | $810K | 0.6%Prev: 0.6% | 2,153 SH | Increased+16 SH |
| ISHARES TR | RUS 1000 GRW ETF | $403K | 0.3%Prev: 0.3% | 871 SH | Decreased-24 SH |
| ISHARES TR | RUS 1000 VAL ETF | $267K | 0.2%Prev: 0.2% | 1,217 SH | Decreased-254 SH |
| ISHARES TR | RUS MID CAP ETF | $299K | 0.2%Prev: 0.2% | 2,968 SH | Increased-107 SH |
| JANUS DETROIT STR TR | HENDERSON MTG | $985K | 0.8% | 21,497 SH | New |
| RBB FD INC | MOTLEY FOL ETF | $1.5M | 1.2%Prev: 1.2% | 21,490 SH | Decreased+243 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $3.0M | 2.3%Prev: 2.0% | 94,295 SH | Increased+9,354 SH |
| SELECT SECTOR SPDR TR | STATE STREET COM | $3.5M | 2.7% | 30,524 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $3.5M | 2.7% | 64,921 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET IND | $3.8M | 2.9% | 22,843 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $3.5M | 2.7% | 24,371 SH | New |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $8.0M | 6.1%Prev: 4.0% | 172,894 SH | Increased+56,453 SH |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $2.7M | 2.1%Prev: 2.8% | 55,617 SH | Decreased-18,232 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $4.2M | 3.2% | 153,547 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $5.8M | 4.4%Prev: 4.5% | 12,196 SH | Increased+855 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $242K | 0.2%Prev: 0.2% | 384 SH | Increased |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.9M | 1.4%Prev: 1.2% | 6,782 SH | Increased+752 SH |
| VANGUARD INDEX FDS | VALUE ETF | $6.5M | 4.9%Prev: 4.9% | 32,615 SH | Increased-901 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $3.0M | 2.3%Prev: 2.3% | 60,252 SH | Increased+1,461 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $4.8M | 3.6%Prev: 2.5% | 100,959 SH | Increased+32,956 SH |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | $2.6M | 2.0%Prev: 3.2% | 37,989 SH | Decreased-21,008 SH |
| 13F-HR |
| 0002043741-26-000001 |
| $143.9M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001986152-25-000068 | $117.2M | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0001986152-26-000083 | $138.1M | View |
| May 8, 2025 | Q1 2025 | 13F-HR | 0002043741-25-000001 | $110.4M | View |