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CIK 0001962166 • 6 13F filings • Apr 28, 2025 – Aug 4, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $1.5M | 0.5%Prev: 0.4% | 4,799 SH | Increased-14 SH |
| ALPHABET INC | CAP STK CL C | $525K | 0.2% | 1,673 SH | New |
| AMAZON COM INC | COM | $1.5M | 0.5%Prev: 0.5% | 6,354 SH | Increased+42 SH |
| AMERICAN CENTY ETF TR | AVANTIS ALL EQT | $369K | 0.1%Prev: 0.1% | 4,483 SH | Increased+1,230 SH |
| AMERICAN CENTY ETF TR | AVANTIS CORE FI | $3.0M | 1.1%Prev: 1.0% | 71,125 SH | Decreased-200 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMERGING | $317K | 0.1%Prev: 0.1% | 4,974 SH | Increased+163 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $7.3M | 2.6%Prev: 2.5% | 94,440 SH | Increased+380 SH |
| AMERICAN CENTY ETF TR | AVANTIS RESPON U | $178K | 0.1%Prev: 0.1% | 2,335 SH | Increased+51 SH |
| AMERICAN CENTY ETF TR | AVANTIS RESPONSI | $405K | 0.1%Prev: 0.1% | 5,610 SH | Increased+1,878 SH |
| AMERICAN CENTY ETF TR | AVANTIS SHFXDINC | $47K | 0.0%Prev: 0.0% | 1,000 SH | Decreased |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | $12.8M | 4.6%Prev: 4.4% | 218,727 SH | Increased+227 SH |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | $2K | 0.0%Prev: 0.0% | 30 SH | Increased |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $24.6M | 8.8%Prev: 8.2% | 298,666 SH | Increased-484 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $16.2M | 5.8%Prev: 5.4% | 172,390 SH | Increased-2,700 SH |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | $2.4M | 0.9%Prev: 1.0% | 56,090 SH | Decreased-6,126 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $48.0M | 17.2%Prev: 16.2% | 429,120 SH | Increased+2,414 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $33.4M | 11.9%Prev: 11.5% | 327,195 SH | Increased-3,498 SH |
| APPLE INC | COM | $21.9M | 7.8%Prev: 7.9% | 80,629 SH | Decreased-7,729 SH |
| DIMENSIONAL ETF TRUST | CALIF MUN BD ETF | $454K | 0.2%Prev: 0.1% | 9,068 SH | Increased+1,600 SH |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $2.3M | 0.8%Prev: 0.8% | 55,000 SH | Decreased |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | $56K | 0.0%Prev: 0.0% | 1,345 SH | Increased+121 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $1.2M | 0.4%Prev: 0.4% | 36,815 SH | Increased-368 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $148K | 0.1%Prev: 0.0% | 4,398 SH | Increased |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $305K | 0.1%Prev: 0.1% | 9,373 SH | Increased+222 SH |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | $6.2M | 2.2%Prev: 1.6% | 113,913 SH | Increased+29,657 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $937K | 0.3%Prev: 0.1% | 35,452 SH | Increased+29,400 SH |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $148K | 0.1%Prev: 0.0% | 3,444 SH | Increased+171 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $3.6M | 1.3%Prev: 1.1% | 71,355 SH | Increased |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $2.7M | 1.0%Prev: 0.9% | 70,340 SH | Increased-969 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $417K | 0.1%Prev: 0.2% | 12,103 SH | Decreased-1,830 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $750K | 0.3%Prev: 0.2% | 19,749 SH | Increased |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $296K | 0.1%Prev: 0.1% | 6,141 SH | Increased |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $527K | 0.2%Prev: 0.0% | 10,982 SH | Increased+10,253 SH |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | $1.3M | 0.5%Prev: 0.3% | 25,419 SH | Increased+7,038 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $3.7M | 1.3%Prev: 1.2% | 78,084 SH | Increased |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $42.4M | 15.2%Prev: 14.6% | 1,070,079 SH | Increased-10,794 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $1.1M | 0.4%Prev: 0.4% | 46,180 SH | Decreased |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $872K | 0.3%Prev: 0.3% | 12,521 SH | Increased |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $85K | 0.0%Prev: 0.0% | 1,948 SH | Decreased-185 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $5.3M | 1.9%Prev: 1.8% | 89,412 SH | Increased-537 SH |
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | $173K | 0.1%Prev: 0.0% | 2,342 SH | Increased+874 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $2.0M | 0.7%Prev: 0.7% | 60,318 SH | Increased |
| ISHARES INC | EM MKT SM-CP ETF | $475K | 0.2%Prev: 0.2% | 7,042 SH | Decreased |
| ISHARES S&P GSCI COMMODITY- | UNIT BEN INT | $15K | 0.0%Prev: 0.0% | 650 SH | Increased |
| ISHARES TR | ASIA 50 ETF | $701K | 0.3%Prev: 0.2% | 7,188 SH | Increased |
| ISHARES TR | CORE MSCI TOTAL | $2.0M | 0.7%Prev: 0.7% | 24,142 SH | Increased |
| ISHARES TR | CORE S&P MCP ETF | $277K | 0.1%Prev: 0.1% | 4,190 SH | Increased |
| ISHARES TR | CORE S&P TTL STK | $207K | 0.1%Prev: 0.1% | 1,389 SH | Increased |
| ISHARES TR | EUROPE ETF | $7K | 0.0% | 106 SH | New |
| ISHARES TR | INTL TREA BD ETF | $247K | 0.1%Prev: 0.1% | 5,937 SH | Decreased |
| ISHARES TR | ISHARES BIOTECH | $37K | 0.0%Prev: 0.0% | 222 SH | Increased |
| ISHARES TR | ISHS 1-5YR INVS | $80K | 0.0%Prev: 0.0% | 1,505 SH | Decreased |
| ISHARES TR | JPMORGAN USD EMG | $41K | 0.0%Prev: 0.0% | 428 SH | Increased |
| ISHARES TR | MSCI EAFE ETF | $230K | 0.1%Prev: 0.1% | 2,400 SH | Increased |
| ISHARES TR | MSCI USA ESG SLC | $7K | 0.0%Prev: 0.0% | 52 SH | Increased |
| ISHARES TR | RUS 1000 GRW ETF | $118K | 0.0%Prev: 0.0% | 250 SH | Increased |
| ISHARES TR | RUS 1000 VAL ETF | $275K | 0.1%Prev: 0.1% | 1,308 SH | Increased |
| ISHARES TR | TIPS BD ETF | $39K | 0.0%Prev: 0.0% | 352 SH | Decreased |
| ISHARES TR | U.S. FINLS ETF | $24K | 0.0%Prev: 0.0% | 184 SH | Increased |
| ISHARES TR | U.S. MED DVC ETF | $41K | 0.0%Prev: 0.0% | 666 SH | Increased |
| MANAGER DIRECTED PORTFOLIOS | VERT GLB SUST RE | $2.4M | 0.8%Prev: 0.8% | 227,522 SH | Decreased+3,336 SH |
| MICROSOFT CORP | COM | $7.4M | 2.6%Prev: 2.8% | 15,268 SH | Decreased-1,752 SH |
| SPDR SER TR | BBG CONV SEC ETF | $31K | 0.0%Prev: 0.0% | 351 SH | Decreased |
| SPDR SER TR | BLOOMBERG EMERGI | $629K | 0.2%Prev: 0.2% | 29,427 SH | Increased |
| SPDR SER TR | BLOOMBERG INTL | $276K | 0.1%Prev: 0.1% | 8,580 SH | Increased+2,708 SH |
| SPDR SER TR | FTSE INT GVT ETF | $159K | 0.1%Prev: 0.1% | 4,044 SH | Increased |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $111K | 0.0%Prev: 0.0% | 1,499 SH | Decreased-65 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $42K | 0.0%Prev: 0.0% | 200 SH | Decreased |
| VANGUARD INDEX FDS | GROWTH ETF | $83K | 0.0%Prev: 0.0% | 171 SH | Increased |
| VANGUARD INDEX FDS | LARGE CAP ETF | $45K | 0.0%Prev: 0.0% | 142 SH | Decreased-64 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $178K | 0.1%Prev: 0.1% | 613 SH | Decreased |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $253K | 0.1%Prev: 0.1% | 2,862 SH | Decreased-67 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $23K | 0.0%Prev: 0.0% | 110 SH | Increased |
| VANGUARD INDEX FDS | SMALL CP ETF | $95K | 0.0%Prev: 0.0% | 370 SH | Decreased-43 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.4M | 0.9%Prev: 0.8% | 7,104 SH | Increased+135 SH |
| VANGUARD INDEX FDS | VALUE ETF | $245K | 0.1%Prev: 0.1% | 1,284 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.9M | 0.7%Prev: 0.7% | 36,195 SH | Decreased |
| VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | $13K | 0.0%Prev: 0.0% | 149 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | $84K | 0.0%Prev: 0.0% | 1,831 SH | Decreased |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $62K | 0.0%Prev: 0.0% | 437 SH | Increased |
| VANGUARD MALVERN FDS | CORE-PLUS BD ETF | $587K | 0.2%Prev: 0.1% | 7,516 SH | Increased+3,176 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $2.1M | 0.7%Prev: 0.7% | 41,603 SH | Decreased-464 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $165K | 0.1%Prev: 0.1% | 3,284 SH | Increased |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.2M | 0.4%Prev: 0.4% | 18,549 SH | Increased |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | $865K | 0.3%Prev: 0.3% | 12,835 SH | Increased |
| VANGUARD WORLD FD | ESG INTL STK ETF | $114K | 0.0%Prev: 0.0% | 1,590 SH | Increased |
| VANGUARD WORLD FD | ESG US STK ETF | $142K | 0.1%Prev: 0.0% | 1,173 SH | Increased |
| VANGUARD WORLD FD | INF TECH ETF | $1.2M | 0.4%Prev: 0.4% | 1,553 SH | Increased |
| VISA INC | COM CL A | $767K | 0.3%Prev: 0.4% | 2,188 SH | Decreased-807 SH |
| 13F-HR |
| 0001962166-26-000004 |
| $335.6M |
| View |
| Aug 1, 2025 | Q2 2025 | 13F-HR | 0001962166-25-000005 | $261.7M | View |
| May 8, 2026 | Q1 2026 | 13F-HR | 0001962166-26-000002 | $296.1M | View |
| Apr 28, 2025 | Q1 2025 | 13F-HR | 0001962166-25-000002 | $245.4M | View |