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CIK 0001843292 • 7 13F filings • Apr 11, 2025 – Oct 9, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $288K | 0.1% | 837 SH | New |
| AMAZON COM INC | COM | $318K | 0.1% | 1,275 SH | New |
| AMERICAN CENTY ETF TR | AVAN US VALU ETF | $13.1M | 2.9% | 172,244 SH | New |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $13.7M | 3.0%Prev: 2.8% | 145,726 SH | Increased+7,638 SH |
| AMERICAN CENTY ETF TR | AVANTIS US LARG | $14.7M | 3.3%Prev: 2.6% | 162,333 SH | Increased+38,727 SH |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | $5.6M | 1.2%Prev: 1.0% | 70,115 SH | Increased+16,673 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $2.7M | 0.6%Prev: 0.5% | 29,547 SH | Increased+4,211 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $21.1M | 4.7%Prev: 4.3% | 192,661 SH | Increased+13,982 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $7.4M | 1.6%Prev: 1.4% | 57,950 SH | Increased+9,601 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $8.9M | 2.0%Prev: 1.5% | 98,051 SH | Increased+22,399 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $10.4M | 2.3%Prev: 1.9% | 88,253 SH | Increased+17,208 SH |
| APPLE INC | COM | $3.9M | 0.9%Prev: 0.7% | 11,740 SH | Increased+1,391 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.1M | 0.5%Prev: 0.5% | 4,136 SH | Increased+140 SH |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $249K | 0.1%Prev: 0.1% | 3,588 SH | Decreased-1,737 SH |
| CARLYLE SECURED LENDING INC | COM | $195K | 0.0% | 18,253 SH | New |
| CBRE GROUP INC | CL A | $4.9M | 1.1%Prev: 1.9% | 38,501 SH | Decreased-5,061 SH |
| DEERE & CO | COM | $383K | 0.1% | 571 SH | New |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $478K | 0.1%Prev: 0.1% | 12,166 SH | Increased-1,873 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $1.1M | 0.2%Prev: 0.3% | 19,131 SH | Increased-3,279 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $1.5M | 0.3%Prev: 0.5% | 35,678 SH | Decreased-12,818 SH |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $3.1M | 0.7% | 70,625 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $204K | 0.0% | 3,710 SH | New |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $16.8M | 3.7%Prev: 4.6% | 454,810 SH | Decreased-87,609 SH |
| ELI LILLY & CO | COM | $619K | 0.1%Prev: 0.1% | 535 SH | Increased+105 SH |
| FIDELITY COVINGTON TRUST | INT VL FCT ETF | $224K | 0.0%Prev: 0.1% | 5,889 SH | Increased-697 SH |
| FIDELITY WISE ORIGIN BITCOIN | SHS | $676K | 0.1%Prev: 0.3% | 9,300 SH | Decreased |
| FREEPORT MCMORAN INC | CL B | $315K | 0.1% | 4,500 SH | New |
| GOLDMAN SACHS BDC INC | SHS | $134K | 0.0% | 14,752 SH | New |
| IDEXX LABS INC | COM | $366K | 0.1%Prev: 0.1% | 700 SH | Decreased |
| INVESCO QQQ TR | UNIT SER 1 | $733K | 0.2% | 991 SH | New |
| ISHARES INC | CORE MSCI EMKT | $270K | 0.1%Prev: 0.1% | 3,323 SH | Decreased-1,721 SH |
| ISHARES TR | 0-3 MTH TREASURY | $2.6M | 0.6% | 26,103 PRN | New |
| ISHARES TR | 0-5 YR TIPS ETF | $1.5M | 0.3%Prev: 0.4% | 15,475 PRN | Decreased-273 PRN |
| ISHARES TR | CORE 1 5 YR USD | $55.0M | 12.2%Prev: 11.9% | 1,164,033 PRN | Increased+259,226 PRN |
| ISHARES TR | CORE INTL AGGR | $2.2M | 0.5%Prev: 0.6% | 44,033 PRN | Increased+2,552 PRN |
| ISHARES TR | CORE MSCI EAFE | $200K | 0.0%Prev: 0.1% | 2,064 SH | Decreased-258 SH |
| ISHARES TR | CORE S&P MCP ETF | $539K | 0.1%Prev: 0.2% | 7,486 SH | Decreased-1,333 SH |
| ISHARES TR | CORE S&P TTL STK | $1.8M | 0.4%Prev: 0.5% | 11,030 SH | Decreased-1,959 SH |
| ISHARES TR | CORE S&P500 ETF | $1.4M | 0.3%Prev: 0.2% | 1,780 SH | Increased+831 SH |
| ISHARES TR | CORE UNIVRSL USD | $715K | 0.2% | 16,213 PRN | New |
| ISHARES TR | CORE US AGGBD ET | $3.4M | 0.8%Prev: 0.8% | 35,950 PRN | Increased+6,434 PRN |
| ISHARES TR | CRE U S REIT ETF | $4.8M | 1.1%Prev: 1.1% | 78,362 SH | Increased+7,929 SH |
| ISHARES TR | EAFE SML CP ETF | $2.5M | 0.6%Prev: 0.7% | 29,606 SH | Increased-2,617 SH |
| ISHARES TR | EAFE VALUE ETF | $323K | 0.1%Prev: 0.1% | 4,083 SH | Decreased-3,103 SH |
| ISHARES TR | ESG AWARE MSCI | $239K | 0.1%Prev: 0.1% | 4,044 SH | Increased-377 SH |
| ISHARES TR | ESG SELECT SCRE | $227K | 0.1%Prev: 0.1% | 3,886 SH | Increased |
| ISHARES TR | GNMA BOND ETF | $15.3M | 3.4%Prev: 3.2% | 366,502 PRN | Increased+99,393 PRN |
| ISHARES TR | IBDS DEC28 ETF | $830K | 0.2%Prev: 0.2% | 33,265 PRN | Increased+2,356 PRN |
| ISHARES TR | IBOND DEC 2030 | $390K | 0.1%Prev: 0.1% | 20,519 PRN | Increased+5,002 PRN |
| ISHARES TR | IBONDS 26 TRM TS | $956K | 0.2% | 41,777 PRN | New |
| ISHARES TR | IBONDS 27 ETF | $582K | 0.1%Prev: 0.1% | 24,134 PRN | Increased+2,886 PRN |
| ISHARES TR | IBONDS 27 TRM TS | $922K | 0.2% | 41,311 PRN | New |
| ISHARES TR | IBONDS 28 TRM TS | $860K | 0.2%Prev: 0.1% | 39,248 PRN | Increased+23,467 PRN |
| ISHARES TR | IBONDS 29 TRM TS | $525K | 0.1%Prev: 0.1% | 24,742 PRN | Increased+10,758 PRN |
| ISHARES TR | IBONDS DEC 2030 | $401K | 0.1%Prev: 0.1% | 18,985 PRN | Increased+3,233 PRN |
| ISHARES TR | IBONDS DEC 2031 | $665K | 0.1% | 33,775 PRN | New |
| ISHARES TR | IBONDS DEC 2032 | $528K | 0.1% | 21,950 PRN | New |
| ISHARES TR | IBONDS DEC 29 | $487K | 0.1%Prev: 0.1% | 21,460 PRN | Increased+2,206 PRN |
| ISHARES TR | IBONDS DEC2026 | $809K | 0.2%Prev: 0.1% | 33,361 PRN | Increased+12,120 PRN |
| ISHARES TR | INTL DEV RE ETF | $307K | 0.1%Prev: 0.1% | 14,828 SH | Decreased+180 SH |
| ISHARES TR | ISHS 1-5YR INVS | $17.5M | 3.9%Prev: 3.7% | 341,590 SH | Increased+86,242 SH |
| ISHARES TR | MSCI EAFE ETF | $27.1M | 6.0%Prev: 6.2% | 260,791 SH | Increased+13,302 SH |
| ISHARES TR | MSCI EMG MKT ETF | $2.1M | 0.5%Prev: 0.4% | 31,170 SH | Increased+1,807 SH |
| ISHARES TR | MSCI INDIA ETF | $273K | 0.1%Prev: 0.1% | 5,858 SH | Decreased |
| ISHARES TR | MSCI INTL VLU FT | $5.1M | 1.1%Prev: 1.3% | 118,289 SH | Increased-18,234 SH |
| ISHARES TR | NATIONAL MUN ETF | $5.9M | 1.3%Prev: 0.7% | 57,885 PRN | Increased+34,742 PRN |
| ISHARES TR | PFD AND INCM SEC | $292K | 0.1% | 9,905 SH | New |
| ISHARES TR | RUS 1000 GRW ETF | $1.1M | 0.2%Prev: 0.3% | 8,747 SH | Increased+6,477 SH |
| ISHARES TR | RUS 1000 VAL ETF | $1.7M | 0.4%Prev: 0.5% | 7,019 SH | Decreased-1,895 SH |
| ISHARES TR | RUS 2000 GRW ETF | $1.1M | 0.2%Prev: 0.3% | 2,966 SH | Increased-195 SH |
| ISHARES TR | RUS 2000 VAL ETF | $3.7M | 0.8%Prev: 0.9% | 17,655 SH | Increased-503 SH |
| ISHARES TR | RUS MD CP GR ETF | $295K | 0.1%Prev: 0.1% | 2,141 SH | Decreased-226 SH |
| ISHARES TR | RUS MDCP VAL ETF | $961K | 0.2%Prev: 0.2% | 5,976 SH | Increased-137 SH |
| ISHARES TR | RUSSELL 2000 ETF | $322K | 0.1%Prev: 0.1% | 1,160 SH | Decreased-415 SH |
| ISHARES TR | RUSSELL 3000 ETF | $906K | 0.2%Prev: 0.3% | 2,098 SH | Decreased-387 SH |
| ISHARES TR | S&P 500 GRWT ETF | $2.8M | 0.6%Prev: 0.8% | 19,452 SH | Decreased-5,693 SH |
| ISHARES TR | S&P 500 VAL ETF | $11.9M | 2.6%Prev: 3.1% | 51,963 SH | Increased-3,330 SH |
| ISHARES TR | S&P MC 400GR ETF | $695K | 0.2%Prev: 0.2% | 6,342 SH | Increased-574 SH |
| ISHARES TR | S&P MC 400VL ETF | $3.2M | 0.7%Prev: 0.8% | 22,889 SH | Increased-36 SH |
| ISHARES TR | S&P SML 600 GWT | $401K | 0.1%Prev: 0.1% | 2,501 SH | Increased+202 SH |
| ISHARES TR | SHRT NAT MUN ETF | $3.9M | 0.9%Prev: 1.0% | 37,317 PRN | Increased+1,997 PRN |
| ISHARES TR | TIPS BD ETF | $1.6M | 0.4%Prev: 0.3% | 15,508 PRN | Increased+3,938 PRN |
| ISHARES U S ETF TR | GSCI CMDTY STGY | $811K | 0.2%Prev: 0.2% | 21,999 SH | Increased-663 SH |
| MICROSOFT CORP | COM | $294K | 0.1% | 573 SH | New |
| NEWELL BRANDS INC | COM | $685K | 0.2%Prev: 0.1% | 129,770 SH | Increased+30,418 SH |
| REALTY INCOME CORP | COM | $1.6M | 0.3%Prev: 0.4% | 28,749 SH | Increased+4,483 SH |
| SPDR SERIES TRUST | ST BLOO HIGH ETF | $422K | 0.1% | 4,547 PRN | New |
| SPDR SERIES TRUST | ST NUVE TERM ETF | $915K | 0.2% | 19,615 PRN | New |
| SPDR SERIES TRUST | ST STR P500GRW | $1.1M | 0.2% | 9,028 SH | New |
| SPDR SERIES TRUST | ST TERM HIGH ETF | $698K | 0.2% | 28,797 PRN | New |
| STATE STR SPDR DOW JONES IND | UT SER 1 | $472K | 0.1% | 929 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $4.2M | 0.9% | 5,557 SH | New |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | $923K | 0.2% | 1,406 SH | New |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $5.9M | 1.3%Prev: 1.5% | 76,648 PRN | Increased+7,025 PRN |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $2.6M | 0.6%Prev: 0.6% | 37,665 PRN | Increased+7,029 PRN |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | $27.4M | 6.1% | 303,709 SH | New |
| VANGUARD INDEX FDS | MRNGSTR LRG CAP | $388K | 0.1% | 1,102 SH | New |
| VANGUARD INDEX FDS | MRNGSTR MD CP GR | $10.3M | 2.3% | 35,186 SH | New |
| VANGUARD INDEX FDS | MRNGSTR MD CP VA | $8.8M | 2.0% | 45,199 SH | New |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | $361K | 0.1% | 4,608 SH | New |
| VANGUARD INDEX FDS | MRNGSTR SM CP GR | $6.4M | 1.4% | 18,855 SH | New |
| VANGUARD INDEX FDS | MRNGSTR SML CP V | $9.2M | 2.0% | 39,813 SH | New |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | $1.0M | 0.2% | 2,797 SH | New |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | $3.8M | 0.8% | 17,402 SH | New |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $296K | 0.1%Prev: 0.1% | 3,304 SH | Decreased |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $974K | 0.2%Prev: 0.2% | 16,417 SH | Increased+416 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $514K | 0.1%Prev: 0.1% | 3,308 SH | Increased-161 SH |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | $2.2M | 0.5%Prev: 0.6% | 50,935 SH | Increased+6,725 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $428K | 0.1%Prev: 0.1% | 2,710 SH | Increased+24 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $20.3M | 4.5%Prev: 4.3% | 412,206 PRN | Increased+99,369 PRN |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.3M | 0.3%Prev: 0.4% | 28,393 PRN | Decreased+925 PRN |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $1.5M | 0.3%Prev: 0.2% | 18,782 PRN | Increased+9,795 PRN |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $1.1M | 0.3%Prev: 0.3% | 25,546 SH | Decreased-190 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $947K | 0.2%Prev: 0.2% | 12,255 PRN | Increased+1,494 PRN |
| VANGUARD STAR FDS | VG TL INTL STK F | $623K | 0.1%Prev: 0.2% | 7,335 SH | Increased-459 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.7M | 0.4%Prev: 0.4% | 23,678 SH | Increased-63 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $204K | 0.0%Prev: 0.1% | 1,318 SH | Decreased-545 SH |
| WALMART INC | COM | $201K | 0.0% | 1,930 SH | New |
| 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 |