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CIK 0001963347 • 7 13F filings • Apr 25, 2025 – Oct 14, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $2.5M | 1.3% | 35,964 SH | |
| AMERICAN CENTY ETF TR | US EQT ETF | $688K | 0.4% | 7,451 SH | |
| AMERICAN CENTY ETF TR | US SML CP VALU | $526K | 0.3% | 6,038 SH | |
| APPLE INC | COM | $3.3M | 1.8% | 14,980 SH | |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $2.8M | 1.5% | 57,593 SH | |
| BLACKROCK ETF TRUST | US CARBON TRANS | $308K | 0.2% | 5,077 SH | |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $700K | 0.4% | 13,370 SH | |
| CSX CORP | COM | $389K | 0.2% | 13,201 SH | |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $17.5M | 9.3% | 417,246 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $3.3M | 1.7% | 123,357 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS HI | $484K | 0.3% | 19,172 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $465K | 0.2% | 17,206 SH | |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $2.3M | 1.2% | 89,247 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | $223K | 0.1% | 4,165 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL CR ETF | $667K | 0.4% | 12,547 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $502K | 0.3% | 16,069 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $11.1M | 5.8% | 398,154 SH | |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $678K | 0.4% | 25,178 SH | |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $1.2M | 0.6% | 40,899 SH | |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $376K | 0.2% | 7,899 SH | |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $8.8M | 4.6% | 184,827 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $2.2M | 1.2% | 57,831 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | $629K | 0.3% | 10,252 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $23.3M | 12.3% | 705,923 SH | |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $8.5M | 4.5% | 257,514 SH | |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $349K | 0.2% | 11,419 SH | |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $1.9M | 1.0% | 80,019 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $8.5M | 4.5% | 301,834 SH | |
| FIDELITY MERRIMACK STR TR | LOW DURTIN ETF | $5.0M | 2.7% | 100,126 SH | |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $14.6M | 7.7% | 319,207 SH | |
| HONEYWELL INTL INC | COM | $254K | 0.1% | 1,199 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $512K | 0.3% | 1,092 SH | |
| ISHARES GOLD TR | ISHARES NEW | $725K | 0.4% | 12,295 SH | |
| ISHARES INC | CORE MSCI EMKT | $1.1M | 0.6% | 20,871 SH | |
| ISHARES INC | MSCI EMRG CHN | $1.0M | 0.5% | 18,598 SH | |
| ISHARES TR | 10-20 YR TRS ETF | $1.0M | 0.5% | 9,891 SH | |
| ISHARES TR | CORE MSCI EAFE | $712K | 0.4% | 9,412 SH | |
| ISHARES TR | CORE S&P TTL STK | $307K | 0.2% | 2,517 SH | |
| ISHARES TR | CORE S&P500 ETF | $9.1M | 4.8% | 16,110 SH | |
| ISHARES TR | CORE TOTAL USD | $6.1M | 3.2% | 132,378 SH | |
| ISHARES TR | EAFE GRWTH ETF | $1.7M | 0.9% | 17,373 SH | |
| ISHARES TR | EAFE VALUE ETF | $2.8M | 1.5% | 47,239 SH | |
| ISHARES TR | ESG AWR MSCI USA | $748K | 0.4% | 6,135 SH | |
| ISHARES TR | EUROPE ETF | $252K | 0.1% | 4,324 SH | |
| ISHARES TR | HDG MSCI EAFE | $455K | 0.2% | 12,532 SH | |
| ISHARES TR | MBS ETF | $964K | 0.5% | 10,279 SH | |
| ISHARES TR | MORNINGSTAR VALU | $245K | 0.1% | 3,003 SH | |
| ISHARES TR | MSCI INTL VLU FT | $246K | 0.1% | 8,127 SH | |
| ISHARES TR | MSCI USA MMENTM | $697K | 0.4% | 3,448 SH | |
| ISHARES TR | MSCI USA QLT FCT | $3.8M | 2.0% | 22,008 SH | |
| ISHARES TR | NATIONAL MUN ETF | $4.3M | 2.3% | 41,251 SH | |
| ISHARES TR | S&P 100 ETF | $1.9M | 1.0% | 6,837 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $3.1M | 1.6% | 33,114 SH | |
| ISHARES TR | S&P 500 VAL ETF | $2.1M | 1.1% | 10,858 SH | |
| ISHARES TR | SHRT NAT MUN ETF | $707K | 0.4% | 6,691 SH | |
| ISHARES TR | U.S. TECH ETF | $1.2M | 0.6% | 8,206 SH | |
| MARSH & MCLENNAN COS INC | COM | $1.7M | 0.9% | 6,904 SH | |
| MICROSOFT CORP | COM | $300K | 0.2% | 799 SH | |
| PROCTER AND GAMBLE CO | COM | $434K | 0.2% | 2,548 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $333K | 0.2% | 16,848 SH | |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $900K | 0.5% | 38,852 SH | |
| VANGUARD BD INDEX FDS | INTERMED TERM | $236K | 0.1% | 3,084 SH | |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $219K | 0.1% | 3,103 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $1.4M | 0.7% | 17,802 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $377K | 0.2% | 5,131 SH | |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $526K | 0.3% | 10,778 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $2.9M | 1.5% | 7,754 SH | |
| VANGUARD INDEX FDS | LARGE CAP ETF | $817K | 0.4% | 3,180 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $253K | 0.1% | 1,139 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.2M | 0.6% | 4,315 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $1.9M | 1.0% | 10,923 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $502K | 0.3% | 11,094 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $2.9M | 1.5% | 58,701 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.8M | 0.9% | 34,729 SH | |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | $762K | 0.4% | 7,580 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $300K | 0.2% | 552 SH |
| 13F-HR |
| 0001963347-25-000003 |
| $225.8M |
| View |
| Jul 22, 2026 | Q2 2026 | 13F-HR | 0001963347-26-000003 | $211.2M | View |
| Jul 28, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004205 | $201.1M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0001963347-26-000002 | $192.8M | View |
| Apr 25, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002334 | $189.5M | View |