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CIK 0001934226 • 7 13F filings • Apr 11, 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 | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $215K | 0.2% | 1,392 SH | |
| AMAZON COM INC | COM | $206K | 0.2% | 1,082 SH | |
| AMERICAN CENTY ETF TR | AVANTIS ALL EQT | $12.8M | 10.8% | 205,811 SH | |
| AMERICAN CENTY ETF TR | AVANTIS EMERGING | $2.2M | 1.9% | 45,594 SH | |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $222K | 0.2% | 3,685 SH | |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $710K | 0.6% | 10,711 SH | |
| AMERICAN CENTY ETF TR | US EQT ETF | $26.9M | 22.9% | 291,490 SH | |
| APPLE INC | COM | $568K | 0.5% | 2,558 SH | |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $362K | 0.3% | 7,423 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $682K | 0.6% | 25,777 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $1.2M | 1.0% | 45,358 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $8.7M | 7.4% | 313,770 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $239K | 0.2% | 7,237 SH | |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $5.8M | 4.9% | 95,844 SH | |
| GALLAGHER ARTHUR J & CO | COM | $447K | 0.4% | 1,295 SH | |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | $421K | 0.4% | 4,204 SH | |
| INVESCO ACTIVELY MANAGED EXC | ULTRA SHRT DUR | $471K | 0.4% | 9,398 SH | |
| ISHARES INC | CORE MSCI EMKT | $455K | 0.4% | 8,431 SH | |
| ISHARES INC | EMNG MKTS EQT | $420K | 0.4% | 8,978 SH | |
| ISHARES INC | MSCI EMRG CHN | $220K | 0.2% | 4,001 SH | |
| ISHARES TR | 0-3 MNTH TREASRY | $4.6M | 3.9% | 46,026 SH | |
| ISHARES TR | 20 YR TR BD ETF | $230K | 0.2% | 2,531 SH | |
| ISHARES TR | CORE S&P500 ETF | $242K | 0.2% | 431 SH | |
| ISHARES TR | CORE TOTAL USD | $463K | 0.4% | 10,052 SH | |
| ISHARES TR | EAFE GRWTH ETF | $1.4M | 1.2% | 13,663 SH | |
| ISHARES TR | EAFE VALUE ETF | $2.7M | 2.3% | 45,560 SH | |
| ISHARES TR | ESG AWR MSCI USA | $3.2M | 2.7% | 26,046 SH | |
| ISHARES TR | ESG MSCI LEADR | $275K | 0.2% | 2,866 SH | |
| ISHARES TR | EUROPE ETF | $1.4M | 1.2% | 24,548 SH | |
| ISHARES TR | EXPND TEC SC ETF | $540K | 0.5% | 5,953 SH | |
| ISHARES TR | MSCI INTL VLU FT | $546K | 0.5% | 18,000 SH | |
| ISHARES TR | MSCI USA MIN VOL | $564K | 0.5% | 6,027 SH | |
| ISHARES TR | MSCI USA QLT FCT | $4.1M | 3.5% | 23,807 SH | |
| ISHARES TR | RUS 1000 ETF | $478K | 0.4% | 1,557 SH | |
| ISHARES TR | RUS MID CAP ETF | $206K | 0.2% | 2,422 SH | |
| ISHARES TR | S&P 100 ETF | $4.4M | 3.7% | 16,245 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $209K | 0.2% | 2,252 SH | |
| ISHARES TR | S&P 500 VAL ETF | $305K | 0.3% | 1,600 SH | |
| ISHARES TR | U.S. TECH ETF | $1.5M | 1.3% | 10,482 SH | |
| ISHARES TR | ULTRA SHORT-TERM | $319K | 0.3% | 6,283 SH | |
| ISHARES TR | US INFRASTRUC | $242K | 0.2% | 5,378 SH | |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $4.2M | 3.6% | 83,407 SH | |
| MICROSOFT CORP | COM | $268K | 0.2% | 715 SH | |
| NORTHERN LTS FD TR IV | INSPIRE GBL HOPE | $716K | 0.6% | 18,967 SH | |
| PGIM ETF TR | PGIM ULTRA SH BD | $1.9M | 1.6% | 37,745 SH | |
| PROSPECT CAP CORP | COM | $387K | 0.3% | 94,334 SH | |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $705K | 0.6% | 30,422 SH | |
| SPDR SER TR | BLOOMBERG 1-3 MO | $1.5M | 1.3% | 16,412 SH | |
| SPDR SER TR | NUVEEN BLMBRG MU | $213K | 0.2% | 4,729 SH | |
| SPDR SER TR | PORTFOLI S&P1500 | $709K | 0.6% | 10,419 SH | |
| SPDR SER TR | PORTFOLIO S&P500 | $14.4M | 12.2% | 218,867 SH | |
| TIMOTHY PLAN | INTL ETF | $614K | 0.5% | 21,373 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $929K | 0.8% | 3,380 SH |
| 13F-HR |
| 0001934226-25-000008 |
| $135.5M |
| View |
| Jul 6, 2026 | Q2 2026 | 13F-HR | 0001934226-26-000003 | $170.9M | View |
| Jul 11, 2025 | Q2 2025 | 13F-HR | 0001934226-25-000005 | $122.6M | View |
| Apr 15, 2026 | Q1 2026 | 13F-HR | 0001934226-26-000002 | $139.6M | View |
| Apr 11, 2025 | Q1 2025 | 13F-HR | 0001934226-25-000003 | $117.6M | View |