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CIK 0001036215 • 3 13F filings • Feb 19, 2026 – Aug 7, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $352K | 0.3%Prev: 0.3% | 4,569 SH | Decreased+222 SH |
| AMERICAN CENTY ETF TR | AVANTIS RESPON U | $352K | 0.3%Prev: 0.3% | 4,619 SH | Decreased-348 SH |
| AMERICAN CENTY ETF TR | AVANTIS RESPONSI | $246K | 0.2% | 3,309 SH | New |
| APPLE INC | COM | $1.7M | 1.6%Prev: 1.4% | 6,108 SH | Decreased-7 SH |
| BRISTOL-MYERS SQUIBB CO | COM | $335K | 0.3%Prev: 0.3% | 6,202 SH | Decreased-41 SH |
| BROADCOM INC | COM | $3.0M | 2.8%Prev: 1.5% | 8,603 SH | Increased+3,623 SH |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $2.1M | 2.0% | 50,287 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | $302K | 0.3% | 7,273 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $4.2M | 4.0%Prev: 4.4% | 128,301 SH | Decreased-11,283 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $209K | 0.2%Prev: 0.2% | 7,921 SH | Decreased-1 SH |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | $662K | 0.6%Prev: 0.6% | 12,780 SH | Decreased-1,706 SH |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $722K | 0.7%Prev: 0.6% | 16,859 SH | Decreased-1,067 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $350K | 0.3%Prev: 0.3% | 7,015 SH | Decreased |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $820K | 0.8%Prev: 0.7% | 21,512 SH | Decreased-884 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $10.3M | 9.6%Prev: 9.9% | 297,580 SH | Decreased-43,305 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $584K | 0.5%Prev: 0.5% | 17,739 SH | Decreased-849 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $7.1M | 6.6% | 147,116 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $285K | 0.3%Prev: 0.2% | 6,094 SH | Decreased-45 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $9.1M | 8.5% | 228,982 SH | New |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $14.2M | 13.3% | 191,580 SH | New |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $2.7M | 2.5% | 77,990 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $13.7M | 12.9%Prev: 12.3% | 294,258 SH | Decreased+5,849 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $3.2M | 3.0% | 137,730 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $9.3M | 8.7%Prev: 9.3% | 133,628 SH | Decreased-16,342 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $284K | 0.3% | 8,630 SH | New |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $677K | 0.6%Prev: 0.7% | 15,594 SH | Decreased-3,208 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $13.7M | 12.9%Prev: 12.9% | 230,359 SH | Decreased-7,212 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $1.2M | 1.2%Prev: 1.1% | 37,590 SH | Decreased-352 SH |
| INVESCO QQQ TR | UNIT SER 1 | $327K | 0.3%Prev: 0.3% | 532 SH | Decreased |
| JPMORGAN CHASE & CO. | COM | $238K | 0.2% | 738 SH | New |
| LOCKHEED MARTIN CORP | COM | $276K | 0.3%Prev: 0.2% | 570 SH | Increased+161 SH |
| LOWES COS INC | COM | $385K | 0.4%Prev: 0.2% | 1,596 SH | Increased+204 SH |
| MICROSOFT CORP | COM | $670K | 0.6%Prev: 0.3% | 1,386 SH | Increased+361 SH |
| NVIDIA CORPORATION | COM | $702K | 0.7%Prev: 0.6% | 3,765 SH | Decreased+186 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $1.9M | 1.8%Prev: 0.9% | 10,716 SH | Increased+1,000 SH |
| SCHWAB STRATEGIC TR | 1000 INDEX ETF | $305K | 0.3%Prev: 0.3% | 9,287 SH | Decreased |
| VANGUARD INDEX FDS | GROWTH ETF | $296K | 0.3%Prev: 0.2% | 606 SH | Decreased-3,030 SH |
| 13F-HR |
| 0001951757-26-000839 |
| $112.4M |
| View |