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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 | $3.1M | 1.3%Prev: 1.3% | 32,826 SH | Increased-272 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $300K | 0.1%Prev: 0.1% | 2,683 SH | Increased+102 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $752K | 0.3%Prev: 0.3% | 7,376 SH | Increased-119 SH |
| APPLE INC | COM | $4.0M | 1.7%Prev: 1.7% | 14,837 SH | Increased-30 SH |
| BLACKROCK ETF TRUST | ISHARES A I INNO | $1.7M | 0.7%Prev: 0.7% | 50,893 SH | Increased+7,559 SH |
| BLACKROCK ETF TRUST | ISHARES US CARBO | $1.3M | 0.6% | 17,911 SH | New |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $5.3M | 2.3%Prev: 2.1% | 86,670 SH | Increased+6,385 SH |
| BLACKROCK ETF TRUST | ISHARES US THEMA | $1.9M | 0.8%Prev: 0.8% | 48,530 SH | Increased+3,026 SH |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $958K | 0.4%Prev: 0.4% | 18,162 SH | Increased+1,575 SH |
| CONSTELLATION ENERGY CORP | COM | $217K | 0.1%Prev: 0.1% | 613 SH | Increased |
| CROWDSTRIKE HLDGS INC | CL A | $3.7M | 1.6%Prev: 1.7% | 7,974 SH | Decreased |
| CSX CORP | COM | $478K | 0.2%Prev: 0.2% | 13,190 SH | Increased |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $17.2M | 7.4%Prev: 7.6% | 403,359 SH | Decreased+1,166 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $5.4M | 2.3%Prev: 2.4% | 164,686 SH | Increased-3,549 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS HI | $378K | 0.2%Prev: 0.2% | 11,706 SH | Decreased-1,214 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $324K | 0.1%Prev: 0.2% | 9,590 SH | Decreased-1,191 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $919K | 0.4%Prev: 0.5% | 28,210 SH | Decreased-4,948 SH |
| DIMENSIONAL ETF TRUST | GLOBAL CR ETF | $528K | 0.2%Prev: 0.3% | 9,730 SH | Decreased-2,795 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $623K | 0.3%Prev: 0.3% | 16,359 SH | Increased-195 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $10.7M | 4.6%Prev: 4.8% | 311,456 SH | Increased-15,765 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $499K | 0.2%Prev: 0.2% | 15,758 SH | Decreased-1,975 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $979K | 0.4%Prev: 0.4% | 25,752 SH | Increased-273 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $460K | 0.2%Prev: 0.2% | 9,543 SH | Increased+319 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $7.6M | 3.3%Prev: 3.3% | 159,098 SH | Increased+3,101 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $2.5M | 1.1%Prev: 1.2% | 52,499 SH | Decreased-4,347 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | $684K | 0.3%Prev: 0.3% | 9,290 SH | Decreased-814 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $28.0M | 12.1%Prev: 12.7% | 706,410 SH | Decreased-37,203 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $10.1M | 4.4%Prev: 4.4% | 266,588 SH | Increased+692 SH |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $476K | 0.2%Prev: 0.2% | 13,912 SH | Increased |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $1.6M | 0.7%Prev: 0.7% | 68,909 SH | Decreased+275 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $9.6M | 4.2%Prev: 4.4% | 293,376 SH | Decreased-15,536 SH |
| FIDELITY MERRIMACK STR TR | LOW DURTIN ETF | $6.1M | 2.6%Prev: 2.5% | 121,192 SH | Increased+9,116 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $16.4M | 7.1%Prev: 7.4% | 353,764 SH | Decreased-5,063 SH |
| INVESCO QQQ TR | UNIT SER 1 | $674K | 0.3%Prev: 0.3% | 1,097 SH | Increased |
| ISHARES GOLD TR | ISHARES NEW | $1.4M | 0.6%Prev: 0.5% | 16,797 SH | Increased+396 SH |
| ISHARES INC | CORE MSCI EMKT | $4.0M | 1.7%Prev: 1.4% | 60,191 SH | Increased+13,425 SH |
| ISHARES TR | 10-20 YR TRS ETF | $2.1M | 0.9%Prev: 0.9% | 21,038 SH | Increased+1,310 SH |
| ISHARES TR | 20 YR TR BD ETF | $252K | 0.1% | 2,895 SH | New |
| ISHARES TR | CORE INTL AGGR | $1.2M | 0.5%Prev: 0.5% | 23,819 SH | Increased+1,160 SH |
| ISHARES TR | CORE MSCI EAFE | $855K | 0.4%Prev: 0.4% | 9,552 SH | Increased-3 SH |
| ISHARES TR | CORE S&P TTL STK | $405K | 0.2%Prev: 0.2% | 2,724 SH | Increased+75 SH |
| ISHARES TR | CORE S&P500 ETF | $8.3M | 3.6%Prev: 3.6% | 12,140 SH | Increased+29 SH |
| ISHARES TR | CORE UNIVRSL USD | $5.8M | 2.5% | 124,165 SH | New |
| ISHARES TR | EAFE GRWTH ETF | $791K | 0.3%Prev: 0.4% | 6,939 SH | Decreased-964 SH |
| ISHARES TR | EAFE VALUE ETF | $4.0M | 1.7%Prev: 1.8% | 56,235 SH | Decreased-3,884 SH |
| ISHARES TR | ESG AW MSCI EAFE | $603K | 0.3% | 6,342 SH | New |
| ISHARES TR | ESG AWR MSCI USA | $1.9M | 0.8%Prev: 0.5% | 20,826 SH | Increased+12,790 SH |
| ISHARES TR | ESG AWR US AGRGT | $867K | 0.4%Prev: 0.3% | 18,121 SH | Increased+4,584 SH |
| ISHARES TR | ESG AWRE USD ETF | $1.2M | 0.5%Prev: 0.3% | 52,487 SH | Increased+23,222 SH |
| ISHARES TR | ESG MSCI KLD 400 | $788K | 0.3%Prev: 0.2% | 6,118 SH | Increased+1,832 SH |
| ISHARES TR | ESG MSCI USA ETF | $510K | 0.2%Prev: 0.2% | 8,851 SH | Increased+1,148 SH |
| ISHARES TR | MBS ETF | $1.3M | 0.6%Prev: 0.5% | 13,610 SH | Increased+1,076 SH |
| ISHARES TR | MSCI INTL VLU FT | $299K | 0.1%Prev: 0.1% | 7,857 SH | Decreased-733 SH |
| ISHARES TR | MSCI USA MMENTM | $1.6M | 0.7%Prev: 0.5% | 6,484 SH | Increased+2,303 SH |
| ISHARES TR | MSCI USA QLT FCT | $3.3M | 1.4%Prev: 2.1% | 16,558 SH | Decreased-7,865 SH |
| ISHARES TR | NATIONAL MUN ETF | $1.7M | 0.7%Prev: 0.6% | 15,488 SH | Increased+3,241 SH |
| ISHARES TR | S&P 100 ETF | $4.3M | 1.9%Prev: 1.7% | 12,564 SH | Increased+771 SH |
| ISHARES TR | S&P 500 GRWT ETF | $4.4M | 1.9%Prev: 1.8% | 35,922 SH | Increased+1,800 SH |
| ISHARES TR | S&P 500 VAL ETF | $5.2M | 2.3%Prev: 1.5% | 24,695 SH | Increased+8,230 SH |
| ISHARES TR | SHRT NAT MUN ETF | $1.4M | 0.6%Prev: 0.6% | 13,093 SH | Increased+28 SH |
| ISHARES TR | U.S. TECH ETF | $682K | 0.3%Prev: 0.3% | 3,414 SH | Increased-42 SH |
| ISHARES TR | US AER DEF ETF | $913K | 0.4%Prev: 0.3% | 4,253 SH | Increased+525 SH |
| MARSH & MCLENNAN COS INC | COM | $1.2M | 0.5%Prev: 0.6% | 6,703 SH | Decreased-200 SH |
| MICROSOFT CORP | COM | $381K | 0.2%Prev: 0.2% | 788 SH | Decreased |
| NVIDIA CORPORATION | COM | $237K | 0.1%Prev: 0.1% | 1,273 SH | Decreased |
| PROCTER AND GAMBLE CO | COM | $366K | 0.2%Prev: 0.2% | 2,551 SH | Decreased+3 SH |
| SCHWAB STRATEGIC TR | 1 5YR CORP BD | $266K | 0.1%Prev: 0.1% | 10,679 SH | Decreased-843 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $665K | 0.3%Prev: 0.3% | 27,676 SH | Decreased-1,474 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $898K | 0.4%Prev: 0.4% | 38,421 SH | Decreased-1,770 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $528K | 0.2%Prev: 0.2% | 16,190 SH | Decreased-493 SH |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $310K | 0.1% | 2,154 SH | New |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $260K | 0.1%Prev: 0.1% | 5,563 SH | Decreased-274 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $287K | 0.1%Prev: 0.1% | 3,682 SH | Increased+981 SH |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $280K | 0.1%Prev: 0.1% | 4,031 SH | Increased+869 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $1.3M | 0.6%Prev: 0.6% | 16,470 SH | Decreased-1,896 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $766K | 0.3%Prev: 0.3% | 15,851 SH | Increased+4,047 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $3.8M | 1.6%Prev: 1.6% | 7,766 SH | Increased+219 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $953K | 0.4%Prev: 0.4% | 3,027 SH | Increased |
| VANGUARD INDEX FDS | SM CP VAL ETF | $252K | 0.1%Prev: 0.1% | 1,189 SH | Decreased-76 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $496K | 0.2%Prev: 0.2% | 1,922 SH | Increased+181 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.0M | 0.4%Prev: 0.5% | 2,984 SH | Decreased-232 SH |
| VANGUARD INDEX FDS | VALUE ETF | $2.1M | 0.9%Prev: 0.9% | 10,889 SH | Increased+418 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $960K | 0.4%Prev: 0.4% | 17,863 SH | Increased+1,981 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $4.9M | 2.1%Prev: 2.2% | 98,298 SH | Increased+1,247 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $417K | 0.2%Prev: 0.2% | 8,853 SH | Increased+1,457 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $253K | 0.1%Prev: 0.1% | 3,350 SH | Increased+382 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $2.3M | 1.0%Prev: 0.9% | 36,184 SH | Increased+3,148 SH |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | $710K | 0.3%Prev: 0.3% | 6,990 SH | Decreased |
| VANGUARD WORLD FD | INF TECH ETF | $374K | 0.2%Prev: 0.2% | 496 SH | Decreased-73 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 |