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CIK 0002095919 • 3 13F filings • Feb 17, 2026 – Aug 6, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $5.0M | 4.0%Prev: 4.7% | 65,067 SH | Decreased-7,145 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $6.1M | 4.9%Prev: 4.9% | 64,426 SH | Decreased-7,128 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $14.5M | 11.6%Prev: 14.2% | 141,818 SH | Decreased-28,330 SH |
| AMPLIFY ETF TR | BLOCKCHAIN TECHN | $3.0M | 2.4% | 51,917 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $2.4M | 1.9%Prev: 1.8% | 72,345 SH | Decreased+6,591 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $2.9M | 2.3%Prev: 1.5% | 89,804 SH | Increased+34,450 SH |
| DIMENSIONAL ETF TRUST | GLOBAL EX US COR | $2.5M | 2.0% | 47,090 SH | New |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $1.9M | 1.5%Prev: 1.2% | 50,411 SH | Increased+7,127 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $17.4M | 14.0% | 438,998 SH | New |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $251K | 0.2%Prev: 0.2% | 5,779 SH | Decreased-234 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $3.7M | 3.0%Prev: 2.6% | 62,028 SH | Decreased+6,838 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $655K | 0.5%Prev: 0.5% | 6,394 SH | Decreased-694 SH |
| ISHARES TR | CORE MSCI INTL | $5.9M | 4.8%Prev: 5.4% | 72,051 SH | Decreased-19,296 SH |
| ISHARES TR | CORE S&P MCP ETF | $5.5M | 4.4%Prev: 5.0% | 83,443 SH | Decreased-13,003 SH |
| ISHARES TR | CORE S&P SCP ETF | $1.6M | 1.3%Prev: 0.8% | 13,372 SH | Increased+4,800 SH |
| ISHARES TR | CORE S&P500 ETF | $5.8M | 4.7%Prev: 5.5% | 8,507 SH | Decreased-2,500 SH |
| ISHARES TR | ESG AW MSCI EAFE | $288K | 0.2%Prev: 0.2% | 3,026 SH | Decreased-135 SH |
| ISHARES TR | ISHS 1-5YR INVS | $996K | 0.8%Prev: 1.3% | 18,834 SH | Decreased-18,237 SH |
| ISHARES TR | ISHS 5-10YR INVT | $1.9M | 1.5%Prev: 2.5% | 35,119 SH | Decreased-35,105 SH |
| ISHARES TR | RUS 2000 VAL ETF | $392K | 0.3%Prev: 0.3% | 2,166 SH | Decreased+18 SH |
| ISHARES TR | US TREAS BD ETF | $2.0M | 1.6% | 86,890 SH | New |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $13.6M | 11.0%Prev: 11.2% | 270,126 SH | Decreased-59,735 SH |
| NUSHARES ETF TR | ESG LARGE CAP | $209K | 0.2%Prev: 0.2% | 4,361 SH | Decreased-337 SH |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | $306K | 0.2%Prev: 0.2% | 6,856 SH | Decreased-121 SH |
| PIMCO ETF TR | INTER MUN BD ACT | $13.9M | 11.2%Prev: 11.2% | 265,967 SH | Decreased-51,651 SH |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $1.8M | 1.4% | 39,756 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $634K | 0.5%Prev: 0.4% | 1,300 SH | Increased-5,280 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.2M | 0.9%Prev: 0.7% | 1,839 SH | Increased+332 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $250K | 0.2%Prev: 0.2% | 826 SH | Increased+175 SH |
| VANGUARD INDEX FDS | VALUE ETF | $641K | 0.5%Prev: 0.2% | 3,354 SH | Increased+2,025 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $1.4M | 1.1%Prev: 0.8% | 9,669 SH | Increased+1,605 SH |
| VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | $1.1M | 0.9% | 14,466 SH | New |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.6M | 1.3%Prev: 1.2% | 25,130 SH | Decreased-4 SH |
| VANGUARD WORLD FD | EXTENDED DUR | $3.4M | 2.7% | 51,631 SH | New |
| 13F-HR |
| 0001951757-26-000730 |
| $133.5M |
| View |