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CIK 0002054263 • 6 13F filings • Apr 30, 2025 – Jul 28, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $33K | 0.0% | 261 SH | New |
| ABBVIE INC | COM | $49K | 0.0%Prev: 0.0% | 215 SH | Increased+37 SH |
| ADVANCED MICRO DEVICES INC | COM | $215 | 0.0%Prev: 0.0% | 1 SH | Increased |
| ADVISORSHARES TR | PURE CANNABIS | $2K | 0.0%Prev: 0.0% | 527 SH | Increased |
| ALPHABET INC | CAP STK CL A | $122K | 0.0%Prev: 0.0% | 389 SH | Increased+109 SH |
| ALTRIA GROUP INC | COM | $10K | 0.0%Prev: 0.0% | 180 SH | Increased |
| AMAZON COM INC | COM | $53K | 0.0%Prev: 0.0% | 229 SH | Increased+107 SH |
| AMERICAN CENTY ETF TR | AVANTIS ALL EQT | $15K | 0.0%Prev: 0.0% | 169 SH | Decreased-347 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMERGING | $643K | 0.2%Prev: 0.6% | 10,086 SH | Decreased-11,664 SH |
| AMERICAN ELEC PWR CO INC | COM | $12K | 0.0%Prev: 0.0% | 100 SH | Increased |
| AMERICAN EXPRESS CO | COM | $166K | 0.1%Prev: 0.0% | 449 SH | Increased+385 SH |
| APPLE INC | COM | $3.9M | 1.3%Prev: 2.0% | 14,286 SH | Increased+101 SH |
| ASML HOLDING N V | N Y REGISTRY SHS | $64K | 0.0%Prev: 0.0% | 60 SH | Increased+40 SH |
| BANK AMERICA CORP | COM | $93K | 0.0%Prev: 0.0% | 1,685 SH | Increased+105 SH |
| BARRETT BUSINESS SVCS INC | COM | $22K | 0.0%Prev: 0.0% | 601 SH | Decreased-199 SH |
| BAXTER INTL INC | COM | $13K | 0.0%Prev: 0.0% | 700 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $81K | 0.0%Prev: 0.0% | 162 SH | Increased+78 SH |
| BEST BUY INC | COM | $9K | 0.0% | 130 SH | New |
| BLACKROCK INC | COM | $22K | 0.0%Prev: 0.0% | 21 SH | Decreased-21 SH |
| BOEING CO | COM | $13K | 0.0% | 60 SH | New |
| BROADCOM INC | COM | $17K | 0.0%Prev: 0.0% | 49 SH | Increased+45 SH |
| CARDINAL HEALTH INC | COM | $23K | 0.0%Prev: 0.0% | 111 SH | Increased |
| CASEYS GEN STORES INC | COM | $144K | 0.0%Prev: 0.1% | 260 SH | Increased |
| CENOVUS ENERGY INC | COM | $5K | 0.0%Prev: 0.0% | 292 SH | Increased |
| CHEVRON CORP NEW | COM | $57K | 0.0%Prev: 0.0% | 373 SH | Increased+65 SH |
| COMCAST CORP NEW | CL A | $36K | 0.0%Prev: 0.0% | 1,190 SH | Decreased |
| CONAGRA BRANDS INC | COM | $5K | 0.0% | 269 SH | New |
| COSTCO WHSL CORP NEW | COM | $9K | 0.0%Prev: 0.0% | 11 SH | Decreased |
| COUPANG INC | CL A | $2K | 0.0%Prev: 0.0% | 100 SH | Decreased-100 SH |
| CSX CORP | COM | $7K | 0.0%Prev: 0.0% | 200 SH | Increased |
| DANAHER CORPORATION | COM | $2K | 0.0% | 8 SH | New |
| DBX ETF TR | XTRACKRS S&P 500 | $67K | 0.0% | 1,068 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MRKTETS | $89K | 0.0% | 1,475 SH | New |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $11.3M | 3.8%Prev: 1.8% | 347,645 SH | Increased+222,665 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $48K | 0.0%Prev: 0.0% | 970 SH | Increased |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $40.2M | 13.5%Prev: 8.4% | 1,055,531 SH | Increased+535,373 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $2K | 0.0% | 54 SH | New |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $29K | 0.0%Prev: 0.0% | 893 SH | Increased+217 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $32K | 0.0%Prev: 0.0% | 838 SH | Increased+195 SH |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | $80.9M | 27.2%Prev: 31.9% | 1,597,383 SH | Increased+463,237 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $17.1M | 5.8%Prev: 8.5% | 365,373 SH | Increased-10,969 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $94.4M | 31.7%Prev: 28.8% | 2,383,883 SH | Increased+885,247 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $554K | 0.2%Prev: 0.1% | 7,466 SH | Increased+4,155 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $1K | 0.0% | 30 SH | New |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $10.4M | 3.5%Prev: 0.0% | 305,129 SH | Increased+304,889 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $22.4M | 7.5%Prev: 10.3% | 480,048 SH | Increased+28,830 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $310K | 0.1%Prev: 0.2% | 4,444 SH | Decreased-374 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $577K | 0.2%Prev: 0.2% | 17,551 SH | Increased+3,315 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $901K | 0.3%Prev: 0.5% | 15,130 SH | Increased-1,015 SH |
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | $2.9M | 1.0%Prev: 1.1% | 39,792 SH | Increased+9,172 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $1.4M | 0.5%Prev: 0.7% | 42,556 SH | Increased-6,781 SH |
| DISNEY WALT CO | COM | $91K | 0.0%Prev: 0.0% | 804 SH | Increased |
| EATON CORP PLC | SHS | $3K | 0.0% | 10 SH | New |
| ELI LILLY & CO | COM | $76K | 0.0%Prev: 0.0% | 71 SH | Increased+9 SH |
| ENTERGY CORP NEW | COM | $6K | 0.0%Prev: 0.0% | 60 SH | Increased |
| EXELON CORP | COM | $4K | 0.0%Prev: 0.0% | 100 SH | Increased |
| EXPEDIA GROUP INC | COM NEW | $52K | 0.0%Prev: 0.0% | 185 SH | Increased |
| EXXON MOBIL CORP | COM | $195K | 0.1%Prev: 0.1% | 1,618 SH | Increased-24 SH |
| FIRST TR EXCHANGE-TRADED FD | GBL WND ENRG ETF | $4K | 0.0%Prev: 0.0% | 200 SH | Decreased-215 SH |
| FIRSTENERGY CORP | COM | $13K | 0.0%Prev: 0.0% | 300 SH | Increased |
| FORD MTR CO | COM | $1K | 0.0%Prev: 0.0% | 100 SH | Increased |
| GE AEROSPACE | COM NEW | $2K | 0.0% | 5 SH | New |
| GENELUX CORPORATION | COM | $3K | 0.0%Prev: 0.0% | 660 SH | Increased |
| GILEAD SCIENCES INC | COM | $16K | 0.0%Prev: 0.0% | 132 SH | Increased |
| GLOBAL X FDS | GLOBAL X URANIUM | $9K | 0.0%Prev: 0.0% | 200 SH | Increased |
| GOLDMAN SACHS GROUP INC | COM | $83K | 0.0%Prev: 0.0% | 94 SH | Increased-10 SH |
| GSK PLC | SPONSORED ADR | $6K | 0.0%Prev: 0.0% | 120 SH | Increased+80 SH |
| HALEON PLC | SPON ADS | $506 | 0.0%Prev: 0.0% | 50 SH | Increased |
| HARLEY DAVIDSON INC | COM | $4K | 0.0%Prev: 0.0% | 200 SH | Decreased |
| HOME DEPOT INC | COM | $3K | 0.0% | 10 SH | New |
| HONEYWELL INTL INC | COM | $3K | 0.0% | 16 SH | New |
| ILLINOIS TOOL WKS INC | COM | $27K | 0.0%Prev: 0.0% | 108 SH | Increased+8 SH |
| INTEL CORP | COM | $19K | 0.0%Prev: 0.0% | 520 SH | Decreased-500 SH |
| INTERDIGITAL INC | COM | $64K | 0.0%Prev: 0.0% | 200 SH | Increased |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1500 | $459 | 0.0% | 10 SH | New |
| ISHARES INC | CORE MSCI EMKT | $3K | 0.0%Prev: 0.0% | 49 SH | Increased |
| ISHARES INC | MSCI EMRG CHN | $344K | 0.1%Prev: 0.1% | 4,729 SH | Increased+437 SH |
| ISHARES SILVER TR | ISHARES | $645 | 0.0%Prev: 0.0% | 10 SH | Increased |
| ISHARES TR | CORE MSCI EAFE | $9K | 0.0%Prev: 0.0% | 99 SH | Increased |
| ISHARES TR | CORE S&P MCP ETF | $8K | 0.0%Prev: 0.0% | 115 SH | Increased |
| ISHARES TR | CORE S&P SCP ETF | $2K | 0.0%Prev: 0.0% | 18 SH | Increased |
| ISHARES TR | CORE S&P US GWT | $7K | 0.0%Prev: 0.0% | 39 SH | Increased |
| ISHARES TR | CORE S&P US VLU | $3K | 0.0%Prev: 0.0% | 31 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $131K | 0.0%Prev: 0.1% | 191 SH | Increased |
| ISHARES TR | FUTURE AI & TECH | $8K | 0.0%Prev: 0.0% | 173 SH | Decreased-160 SH |
| ISHARES TR | MSCI USA QLT FCT | $5K | 0.0%Prev: 0.0% | 24 SH | Increased |
| ISHARES TR | RUSSELL 2000 ETF | $20K | 0.0%Prev: 0.0% | 83 SH | Increased+1 SH |
| ISHARES TR | TIPS BD ETF | $1K | 0.0%Prev: 0.0% | 13 SH | Increased |
| ISHARES TR | US TREAS BD ETF | $13K | 0.0%Prev: 0.0% | 575 SH | Increased |
| JOHNSON & JOHNSON | COM | $72K | 0.0%Prev: 0.0% | 350 SH | Increased-65 SH |
| JPMORGAN CHASE & CO. | COM | $63K | 0.0%Prev: 0.0% | 194 SH | Increased+16 SH |
| KEYCORP | COM | $14K | 0.0% | 693 SH | New |
| KRAFT HEINZ CO | COM | $995 | 0.0%Prev: 0.0% | 41 SH | Decreased |
| LOCKHEED MARTIN CORP | COM | $247K | 0.1%Prev: 0.1% | 510 SH | Increased+144 SH |
| LOWES COS INC | COM | $48K | 0.0%Prev: 0.0% | 200 SH | Decreased |
| MARSH & MCLENNAN COS INC | COM | $4K | 0.0% | 19 SH | New |
| MCDONALDS CORP | COM | $39K | 0.0%Prev: 0.0% | 127 SH | Decreased-23 SH |
| MERCK & CO INC | COM | $11K | 0.0% | 100 SH | New |
| META PLATFORMS INC | CL A | $16K | 0.0% | 24 SH | New |
| METLIFE INC | COM | $8K | 0.0%Prev: 0.0% | 98 SH | Decreased |
| MICROSOFT CORP | COM | $314K | 0.1%Prev: 0.1% | 649 SH | Increased+129 SH |
| MONDELEZ INTL INC | CL A | $7K | 0.0%Prev: 0.0% | 124 SH | Decreased |
| NETFLIX INC | COM | $5K | 0.0% | 50 SH | New |
| NEXTERA ENERGY INC | COM | $4K | 0.0% | 48 SH | New |
| NIKE INC | CL B | $17K | 0.0%Prev: 0.0% | 263 SH | Increased+256 SH |
| NORTHWEST NAT HLDG CO | COM | $7K | 0.0%Prev: 0.0% | 150 SH | Increased |
| NOVARTIS AG | SPONSORED ADR | $12K | 0.0%Prev: 0.0% | 84 SH | Increased |
| NVIDIA CORPORATION | COM | $369K | 0.1%Prev: 0.1% | 1,979 SH | Increased+541 SH |
| ORACLE CORP | COM | $81K | 0.0%Prev: 0.1% | 416 SH | Decreased-416 SH |
| OVINTIV INC | COM | $2K | 0.0%Prev: 0.0% | 58 SH | Decreased |
| PALANTIR TECHNOLOGIES INC | CL A | $35K | 0.0% | 198 SH | New |
| PEPSICO INC | COM | $66K | 0.0%Prev: 0.0% | 460 SH | Increased+260 SH |
| PFIZER INC | COM | $2K | 0.0%Prev: 0.0% | 100 SH | Decreased-234 SH |
| PHILIP MORRIS INTL INC | COM | $29K | 0.0%Prev: 0.0% | 180 SH | Increased |
| PHILLIPS 66 | COM | $6K | 0.0%Prev: 0.0% | 50 SH | Increased |
| PNC FINL SVCS GROUP INC | COM | $381K | 0.1%Prev: 0.1% | 1,825 SH | Increased+604 SH |
| PPG INDS INC | COM | $31K | 0.0%Prev: 0.0% | 300 SH | Decreased |
| PPL CORP | COM | $4K | 0.0%Prev: 0.0% | 100 SH | Increased |
| PROCTER AND GAMBLE CO | COM | $17K | 0.0%Prev: 0.0% | 117 SH | Decreased-111 SH |
| PUBLIC SVC ENTERPRISE GRP IN | COM | $91K | 0.0%Prev: 0.1% | 1,134 SH | Decreased |
| QUANTUMSCAPE CORP | COM CL A | $5K | 0.0% | 470 SH | New |
| ROCKET LAB CORP | COM | $1K | 0.0% | 19 SH | New |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $78K | 0.0%Prev: 0.0% | 2,371 SH | Increased |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $2K | 0.0%Prev: 0.0% | 72 SH | Increased |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $9K | 0.0%Prev: 0.0% | 356 SH | Increased+2 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $30K | 0.0%Prev: 0.0% | 1,127 SH | Increased |
| SEMPRA | COM | $26K | 0.0%Prev: 0.0% | 300 SH | Increased |
| SONOCO PRODS CO | COM | $7K | 0.0%Prev: 0.0% | 171 SH | Decreased-20 SH |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $5K | 0.0% | 10 SH | New |
| SPDR GOLD TR | GOLD SHS | $397 | 0.0%Prev: 0.0% | 1 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $129K | 0.0%Prev: 0.1% | 189 SH | Increased-25 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $9K | 0.0% | 63 SH | New |
| STARBUCKS CORP | COM | $2K | 0.0%Prev: 0.0% | 24 SH | Decreased |
| T-MOBILE US INC | COM | $10K | 0.0% | 51 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $20K | 0.0%Prev: 0.0% | 65 SH | Increased+5 SH |
| TESLA INC | COM | $24K | 0.0%Prev: 0.0% | 54 SH | Increased+45 SH |
| TEXAS INSTRS INC | COM | $3K | 0.0% | 19 SH | New |
| TEXAS ROADHOUSE INC | COM | $5K | 0.0%Prev: 0.0% | 31 SH | Decreased |
| THERMO FISHER SCIENTIFIC INC | COM | $80K | 0.0%Prev: 0.1% | 138 SH | Decreased-41 SH |
| TRAVELERS COMPANIES INC | COM | $17K | 0.0% | 58 SH | New |
| US BANCORP DEL | COM NEW | $22K | 0.0%Prev: 0.0% | 417 SH | Increased+354 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $16K | 0.0%Prev: 0.3% | 204 SH | Decreased-7,030 SH |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $1.4M | 0.5%Prev: 1.0% | 27,772 SH | Decreased-7,543 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $25K | 0.0%Prev: 0.0% | 52 SH | Decreased-20 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $5K | 0.0%Prev: 0.0% | 17 SH | Decreased-11 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $531 | 0.0%Prev: 0.0% | 6 SH | Decreased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $242K | 0.1%Prev: 0.2% | 386 SH | Decreased-196 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $1K | 0.0%Prev: 0.0% | 7 SH | Increased |
| VANGUARD INDEX FDS | SML CP GRW ETF | $4K | 0.0%Prev: 0.0% | 14 SH | Increased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $700K | 0.2%Prev: 0.6% | 2,087 SH | Decreased-1,356 SH |
| VANGUARD INDEX FDS | VALUE ETF | $340K | 0.1%Prev: 0.3% | 1,780 SH | Decreased-959 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $2K | 0.0%Prev: 0.0% | 38 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $574 | 0.0%Prev: 0.0% | 4 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $165K | 0.1%Prev: 0.1% | 1,172 SH | Decreased-415 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $5K | 0.0%Prev: 0.0% | 22 SH | Increased |
| VANGUARD STAR FDS | VG TL INTL STK F | $327K | 0.1%Prev: 0.2% | 4,333 SH | Decreased-2,124 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $3K | 0.0%Prev: 0.0% | 56 SH | Decreased-107 SH |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $1K | 0.0%Prev: 0.0% | 11 SH | Increased |
| VANGUARD WORLD FD | MEGA GRWTH IND | $494K | 0.2%Prev: 0.2% | 1,198 SH | Increased+141 SH |
| VERIZON COMMUNICATIONS INC | COM | $21K | 0.0%Prev: 0.0% | 520 SH | Increased |
| VISA INC | COM CL A | $22K | 0.0%Prev: 0.0% | 63 SH | Increased+29 SH |
| VOYAGER THERAPEUTICS INC | COM | $688 | 0.0%Prev: 0.0% | 175 SH | Decreased |
| WALMART INC | COM | $331K | 0.1%Prev: 0.1% | 2,969 SH | Increased+854 SH |
| WASTE MGMT INC DEL | COM | $54K | 0.0%Prev: 0.0% | 248 SH | Increased |
| WEC ENERGY GROUP INC | COM | $32K | 0.0%Prev: 0.0% | 300 SH | Increased |
| WELLS FARGO CO NEW | COM | $75K | 0.0% | 800 SH | New |
| WILLIAMS COS INC | COM | $7K | 0.0% | 110 SH | New |
| XCEL ENERGY INC | COM | $87K | 0.0%Prev: 0.0% | 1,178 SH | Increased+978 SH |
| XTI AEROSPACE INC | COM NEW | $60 | 0.0% | 48 SH | New |
| 13F-HR |
| 0002054263-26-000003 |
| $293.1M |
| View |
| Aug 7, 2025 | Q2 2025 | 13F-HR | 0002054263-25-000004 | $180.1M | View |
| May 4, 2026 | Q1 2026 | 13F-HR | 0002054263-26-000002 | $297.3M | View |
| Apr 30, 2025 | Q1 2025 | 13F-HR | 0002054263-25-000002 | $180.5M | View |