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CIK 0002110622 • 2 13F filings • Feb 11, 2026 – Aug 11, 2026
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Past 2 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $322K | 0.1%Prev: 0.1% | 1,409 SH | Decreased |
| ACCENTURE PLC IRELAND | SHS CLASS A | $9.1M | 2.4%Prev: 0.8% | 33,880 SH | Increased+16,905 SH |
| ALPHABET INC | CAP STK CL A | $25.1M | 6.7%Prev: 5.3% | 80,558 SH | Increased+40,235 SH |
| ALPHABET INC | CAP STK CL C | $25.8M | 6.9%Prev: 5.0% | 82,118 SH | Increased+43,604 SH |
| AMAZON COM INC | COM | $22.4M | 6.0%Prev: 3.8% | 97,237 SH | Increased+53,397 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $3.7M | 1.0%Prev: 1.5% | 39,289 SH | Decreased-1,084 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $1.4M | 0.4%Prev: 0.7% | 12,485 SH | Decreased-2,794 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $12.2M | 3.2%Prev: 5.8% | 119,537 SH | Decreased-8,138 SH |
| AON PLC | SHS CL A | $430K | 0.1%Prev: 0.1% | 1,218 SH | Increased+3 SH |
| APPLE INC | COM | $61.9M | 16.4%Prev: 11.0% | 227,553 SH | Increased+124,082 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $755K | 0.2%Prev: 0.3% | 1 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $497K | 0.1%Prev: 0.1% | 989 SH | Increased+428 SH |
| BLACKROCK INC | COM | $10.8M | 2.9%Prev: 1.7% | 10,136 SH | Increased+5,246 SH |
| BROADCOM INC | COM | $521K | 0.1%Prev: 0.2% | 1,505 SH | Increased+300 SH |
| CME GROUP INC | COM | $5.2M | 1.4%Prev: 0.8% | 19,131 SH | Increased+9,565 SH |
| COMCAST CORP NEW | CL A | $494K | 0.1% | 16,525 SH | New |
| COMMUNITY WEST BANCSHARES NE | COM | $558K | 0.1%Prev: 0.2% | 24,791 SH | Decreased |
| COSTCO WHSL CORP NEW | COM | $18.0M | 4.8% | 20,842 SH | New |
| CVS HEALTH CORP | COM | $6.9M | 1.8%Prev: 1.6% | 86,350 SH | Increased+43,750 SH |
| DEERE & CO | COM | $352K | 0.1%Prev: 0.2% | 757 SH | Decreased+7 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $3.5M | 0.9%Prev: 1.6% | 104,901 SH | Decreased-464 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $2.5M | 0.7%Prev: 1.1% | 76,446 SH | Decreased-822 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $5.1M | 1.4%Prev: 2.1% | 193,518 SH | Decreased-8,281 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $2.3M | 0.6%Prev: 0.9% | 46,646 SH | Decreased+1,179 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $10.4M | 2.8%Prev: 4.5% | 272,128 SH | Decreased-22,936 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $1.1M | 0.3%Prev: 0.5% | 33,209 SH | Decreased-4,153 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $606K | 0.2%Prev: 0.2% | 15,941 SH | Increased+2,511 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $1.4M | 0.4%Prev: 1.0% | 28,589 SH | Decreased-28,469 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $1.1M | 0.3% | 22,752 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $10.7M | 2.8%Prev: 5.1% | 228,026 SH | Decreased-42,747 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $40.9M | 10.9% | 1,032,484 SH | New |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $4.2M | 1.1% | 57,088 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $3.3M | 0.9%Prev: 1.6% | 71,276 SH | Decreased-8,861 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $357K | 0.1% | 10,853 SH | New |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $5.0M | 1.3%Prev: 2.1% | 84,122 SH | Decreased+718 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $4.9M | 1.3%Prev: 1.9% | 149,976 SH | Decreased+12,084 SH |
| FISERV INC | COM | $4.1M | 1.1%Prev: 0.5% | 60,987 SH | Increased+31,420 SH |
| HONEYWELL INTL INC | COM | $262K | 0.1% | 1,341 SH | New |
| INVESCO EXCHANGE TRADED FD T | AI AND NEXT GEN | $208K | 0.1% | 1,875 SH | New |
| ISHARES TR | CORE MSCI TOTAL | $809K | 0.2%Prev: 0.3% | 9,554 SH | Decreased+574 SH |
| ISHARES TR | MSCI INTL VLU FT | $310K | 0.1%Prev: 0.1% | 8,139 SH | Increased+1,332 SH |
| JOHNSON & JOHNSON | COM | $521K | 0.1%Prev: 0.2% | 2,518 SH | Decreased+4 SH |
| JPMORGAN CHASE & CO. | COM | $5.2M | 1.4% | 16,165 SH | New |
| LOWES COS INC | COM | $241K | 0.1%Prev: 0.1% | 1,000 SH | Increased |
| MARRIOTT INTL INC NEW | CL A | $10.2M | 2.7%Prev: 2.2% | 32,926 SH | Increased+17,008 SH |
| MCDONALDS CORP | COM | $508K | 0.1%Prev: 0.2% | 1,662 SH | Increased+23 SH |
| MICROSOFT CORP | COM | $1.4M | 0.4%Prev: 0.2% | 2,842 SH | Increased+1,261 SH |
| MISSION PRODUCE INC | COM | $12.1M | 3.2%Prev: 4.5% | 1,045,703 SH | Decreased |
| NIKE INC | CL B | $5.5M | 1.5%Prev: 0.6% | 86,850 SH | Increased+45,615 SH |
| NVIDIA CORPORATION | COM | $300K | 0.1%Prev: 0.1% | 1,607 SH | Decreased+79 SH |
| PAYPAL HLDGS INC | COM | $1.5M | 0.4% | 24,948 SH | New |
| PEPSICO INC | COM | $2.0M | 0.5%Prev: 0.3% | 13,998 SH | Increased+6,956 SH |
| PROCTER AND GAMBLE CO | COM | $1.7M | 0.4% | 11,591 SH | New |
| PUBLIC SVC ENTERPRISE GRP IN | COM | $228K | 0.1% | 2,845 SH | New |
| SALESFORCE INC | COM | $14.9M | 4.0%Prev: 1.6% | 56,240 SH | Increased+28,756 SH |
| STARBUCKS CORP | COM | $2.3M | 0.6%Prev: 0.5% | 27,354 SH | Increased+13,791 SH |
| TJX COS INC NEW | COM | $6.7M | 1.8%Prev: 1.2% | 43,502 SH | Increased+22,165 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $745K | 0.2%Prev: 0.3% | 1,187 SH | Decreased-23 SH |
| VISA INC | COM CL A | $324K | 0.1% | 923 SH | New |
| ZOETIS INC | CL A | $284K | 0.1% | 2,260 SH | New |