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CIK 0001843292 • 7 13F filings • Apr 11, 2025 – Oct 9, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $7.9M | 2.5% | 131,532 SH | |
| AMERICAN CENTY ETF TR | AVANTIS US LARG | $5.9M | 1.9% | 92,353 SH | |
| AMERICAN CENTY ETF TR | AVANTIS US MID C | $5.6M | 1.7% | 90,701 SH | |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | $2.6M | 0.8% | 46,088 SH | |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $1.5M | 0.5% | 23,041 SH | |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $12.4M | 3.9% | 177,569 SH | |
| AMERICAN CENTY ETF TR | US EQT ETF | $3.9M | 1.2% | 41,727 SH | |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $3.7M | 1.2% | 56,888 SH | |
| AMERICAN CENTY ETF TR | US SML CP VALU | $4.9M | 1.5% | 55,698 SH | |
| APPLE INC | COM | $2.3M | 0.7% | 10,349 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.1M | 0.7% | 3,996 SH | |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $218K | 0.1% | 4,462 SH | |
| CBRE GROUP INC | CL A | $5.4M | 1.7% | 41,107 SH | |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $379K | 0.1% | 14,638 SH | |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $920K | 0.3% | 23,370 SH | |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $1.5M | 0.5% | 52,366 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $3.1M | 1.0% | 93,487 SH | |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $15.6M | 4.9% | 594,643 SH | |
| FIDELITY WISE ORIGIN BITCOIN | SHS | $209K | 0.1% | 2,900 SH | |
| IDEXX LABS INC | COM | $294K | 0.1% | 700 SH | |
| IMMUCELL CORP | COM PAR | $77K | 0.0% | 16,000 SH | |
| ISHARES TR | 0-3 MNTH TREASRY | $1.3M | 0.4% | 13,122 PRN | |
| ISHARES TR | 0-5 YR TIPS ETF | $1.7M | 0.5% | 16,167 PRN | |
| ISHARES TR | CORE 1 5 YR USD | $40.3M | 12.6% | 834,509 PRN | |
| ISHARES TR | CORE INTL AGGR | $1.8M | 0.6% | 36,219 PRN | |
| ISHARES TR | CORE MSCI EAFE | $208K | 0.1% | 2,754 SH | |
| ISHARES TR | CORE S&P MCP ETF | $520K | 0.2% | 8,908 SH | |
| ISHARES TR | CORE S&P TTL STK | $1.6M | 0.5% | 13,067 SH | |
| ISHARES TR | CORE S&P500 ETF | $826K | 0.3% | 1,470 SH | |
| ISHARES TR | CORE TOTAL USD | $595K | 0.2% | 12,914 PRN | |
| ISHARES TR | CORE US AGGBD ET | $2.9M | 0.9% | 29,742 PRN | |
| ISHARES TR | CRE U S REIT ETF | $3.8M | 1.2% | 66,358 SH | |
| ISHARES TR | EAFE SML CP ETF | $2.2M | 0.7% | 34,727 SH | |
| ISHARES TR | EAFE VALUE ETF | $391K | 0.1% | 6,628 SH | |
| ISHARES TR | ESG AWARE MSCI | $219K | 0.1% | 5,558 PRN | |
| ISHARES TR | GNMA BOND ETF | $10.7M | 3.3% | 243,277 PRN | |
| ISHARES TR | IBDS DEC28 ETF | $768K | 0.2% | 30,413 PRN | |
| ISHARES TR | IBOND DEC 2030 | $293K | 0.1% | 14,881 PRN | |
| ISHARES TR | IBONDS 25 TRM TS | $267K | 0.1% | 11,419 PRN | |
| ISHARES TR | IBONDS 27 ETF | $501K | 0.2% | 20,729 PRN | |
| ISHARES TR | IBONDS 28 TRM TS | $339K | 0.1% | 15,219 PRN | |
| ISHARES TR | IBONDS 29 TRM TS | $292K | 0.1% | 13,410 PRN | |
| ISHARES TR | IBONDS DEC 2030 | $330K | 0.1% | 15,174 PRN | |
| ISHARES TR | IBONDS DEC 29 | $433K | 0.1% | 18,712 PRN | |
| ISHARES TR | IBONDS DEC2026 | $502K | 0.2% | 20,723 PRN | |
| ISHARES TR | IBONDS DEC25 ETF | $502K | 0.2% | 19,977 PRN | |
| ISHARES TR | IBOXX INV CP ETF | $671K | 0.2% | 6,177 PRN | |
| ISHARES TR | INTL DEV RE ETF | $290K | 0.1% | 14,686 SH | |
| ISHARES TR | ISHS 1-5YR INVS | $12.3M | 3.8% | 234,716 SH | |
| ISHARES TR | MSCI EAFE ETF | $19.9M | 6.2% | 243,645 SH | |
| ISHARES TR | MSCI EMG MKT ETF | $1.3M | 0.4% | 30,450 SH | |
| ISHARES TR | MSCI INDIA ETF | $302K | 0.1% | 5,858 SH | |
| ISHARES TR | MSCI INTL VLU FT | $4.6M | 1.4% | 151,540 SH | |
| ISHARES TR | MSCI USA QLT FCT | $301K | 0.1% | 1,761 SH | |
| ISHARES TR | NATIONAL MUN ETF | $3.0M | 0.9% | 28,014 PRN | |
| ISHARES TR | RUS 1000 GRW ETF | $831K | 0.3% | 2,301 SH | |
| ISHARES TR | RUS 1000 VAL ETF | $1.7M | 0.5% | 8,960 SH | |
| ISHARES TR | RUS 2000 GRW ETF | $830K | 0.3% | 3,247 SH | |
| ISHARES TR | RUS 2000 VAL ETF | $3.0M | 0.9% | 19,606 SH | |
| ISHARES TR | RUS MD CP GR ETF | $297K | 0.1% | 2,528 SH | |
| ISHARES TR | RUS MDCP VAL ETF | $776K | 0.2% | 6,160 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $314K | 0.1% | 1,575 SH | |
| ISHARES TR | RUSSELL 3000 ETF | $789K | 0.2% | 2,485 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $2.4M | 0.8% | 25,989 SH | |
| ISHARES TR | S&P 500 VAL ETF | $11.4M | 3.6% | 59,934 SH | |
| ISHARES TR | S&P MC 400GR ETF | $583K | 0.2% | 6,995 SH | |
| ISHARES TR | S&P MC 400VL ETF | $2.8M | 0.9% | 23,356 SH | |
| ISHARES TR | S&P SML 600 GWT | $291K | 0.1% | 2,339 SH | |
| ISHARES TR | SHRT NAT MUN ETF | $3.3M | 1.0% | 31,527 PRN | |
| ISHARES TR | TIPS BD ETF | $1.3M | 0.4% | 11,316 PRN | |
| ISHARES U S ETF TR | GSCI CMDTY STGY | $581K | 0.2% | 21,962 SH | |
| LOWES COS INC | COM | $230K | 0.1% | 986 SH | |
| NEWELL BRANDS INC | COM | $495K | 0.2% | 79,911 SH | |
| REALTY INCOME CORP | COM | $1.2M | 0.4% | 20,266 SH | |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $338K | 0.1% | 804 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $2.6M | 0.8% | 4,671 SH | |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $862K | 0.3% | 1,616 SH | |
| SPDR SER TR | NUVEEN BLMBRG SH | $1.1M | 0.3% | 22,284 PRN | |
| SPDR SER TR | PORTFLI TIPS ETF | $206K | 0.1% | 7,826 SH | |
| SPDR SER TR | PRTFLO S&P500 GW | $847K | 0.3% | 10,544 SH | |
| TYLER TECHNOLOGIES INC | COM | $776K | 0.2% | 1,334 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $5.5M | 1.7% | 70,528 PRN | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $2.5M | 0.8% | 33,879 PRN | |
| VANGUARD INDEX FDS | GROWTH ETF | $16.9M | 5.3% | 45,497 SH | |
| VANGUARD INDEX FDS | LARGE CAP ETF | $385K | 0.1% | 1,497 SH | |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $7.7M | 2.4% | 31,551 SH | |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $8.5M | 2.7% | 53,121 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $305K | 0.1% | 1,181 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $327K | 0.1% | 3,608 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $8.9M | 2.8% | 47,626 SH | |
| VANGUARD INDEX FDS | SML CP GRW ETF | $4.6M | 1.4% | 18,262 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $978K | 0.3% | 3,557 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $3.8M | 1.2% | 22,228 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $752K | 0.2% | 16,616 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $421K | 0.1% | 3,641 SH | |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | $1.7M | 0.5% | 42,111 SH | |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $303K | 0.1% | 2,610 SH | |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $14.6M | 4.6% | 292,640 PRN | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $849K | 0.3% | 17,105 PRN | |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $1.1M | 0.4% | 24,721 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $855K | 0.3% | 10,835 PRN | |
| VANGUARD STAR FDS | VG TL INTL STK F | $533K | 0.2% | 8,580 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.3M | 0.4% | 25,503 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $259K | 0.1% | 2,011 SH |
| 13F-HR |
| 0001085146-25-005863 |
| $370.7M |
| View |
| Jul 10, 2026 | Q2 2026 | 13F-HR | 0001843292-26-000004 | $436.3M | View |
| Jul 11, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003753 | $346.6M | View |
| Apr 10, 2026 | Q1 2026 | 13F-HR | 0001843292-26-000002 | $394.7M | View |
| Apr 11, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002051 | $319.4M | View |