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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 | $353K | 0.3%Prev: 0.4% | 1,454 SH | Decreased-429 SH |
| AMAZON COM INC | COM | $252K | 0.2%Prev: 0.2% | 1,150 SH | Decreased-80 SH |
| AMERICAN CENTY ETF TR | AVANTIS US LARG | $32.7M | 24.2%Prev: 23.7% | 427,761 SH | Decreased-22,926 SH |
| AMERICAN CENTY ETF TR | AVANTIS ALL EQT | $2.6M | 1.9%Prev: 2.0% | 32,072 SH | Decreased-3,994 SH |
| AMERICAN CENTY ETF TR | AVANTIS ALL INT | $5.8M | 4.3%Prev: 4.4% | 81,394 SH | Decreased-10,108 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMERGING | $3.5M | 2.6% | 58,251 SH | New |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $557K | 0.4%Prev: 0.4% | 7,420 SH | Decreased-61 SH |
| AMERICAN CENTY ETF TR | AVANTIS US SMALL | $3.7M | 2.8% | 65,359 SH | New |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $1.0M | 0.7%Prev: 0.5% | 12,825 SH | Increased+3,497 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $5.6M | 4.1%Prev: 4.2% | 51,076 SH | Decreased-4,616 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $7.6M | 5.6%Prev: 6.3% | 105,604 SH | Decreased-11,597 SH |
| APPLE INC | COM | $506K | 0.4%Prev: 0.3% | 1,989 SH | Decreased+146 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $201K | 0.1%Prev: 0.1% | 399 SH | Decreased-4 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $729K | 0.5%Prev: 0.5% | 22,719 SH | Decreased+836 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $1.3M | 0.9%Prev: 1.0% | 46,873 SH | Decreased-11,593 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $11.0M | 8.2%Prev: 8.4% | 336,878 SH | Decreased-46,658 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $6.1M | 4.5% | 83,781 SH | New |
| EATON CORP PLC | SHS | $209K | 0.2%Prev: 0.1% | 560 SH | Decreased-23 SH |
| GALLAGHER ARTHUR J & CO | COM | $401K | 0.3%Prev: 0.2% | 1,295 SH | Increased |
| GE VERNOVA INC | COM | $247K | 0.2%Prev: 0.3% | 402 SH | Decreased+35 SH |
| ISHARES INC | EMNG MKTS EQT | $243K | 0.2%Prev: 0.2% | 4,288 SH | Decreased+258 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $225K | 0.2% | 2,236 SH | New |
| ISHARES TR | CORE S&P500 ETF | $243K | 0.2%Prev: 0.2% | 363 SH | Decreased+14 SH |
| ISHARES TR | CORE TOTAL USD | $468K | 0.3% | 10,014 SH | New |
| ISHARES TR | EAFE GRWTH ETF | $426K | 0.3% | 3,741 SH | New |
| ISHARES TR | EAFE VALUE ETF | $2.8M | 2.1%Prev: 1.2% | 41,331 SH | Increased+14,930 SH |
| ISHARES TR | ESG AWR MSCI USA | $3.8M | 2.8%Prev: 1.7% | 25,799 SH | Increased+7,586 SH |
| ISHARES TR | ESG MSCI LEADR | $300K | 0.2%Prev: 0.2% | 2,560 SH | Decreased+3 SH |
| ISHARES TR | EUROPE ETF | $1.6M | 1.2%Prev: 1.0% | 24,143 SH | Decreased+1,397 SH |
| ISHARES TR | EXPND TEC SC ETF | $749K | 0.6%Prev: 0.5% | 5,945 SH | Decreased+1,055 SH |
| ISHARES TR | MSCI INTL VLU FT | $360K | 0.3%Prev: 0.2% | 10,153 SH | Increased+3,688 SH |
| ISHARES TR | MSCI USA MIN VOL | $275K | 0.2% | 2,888 SH | New |
| ISHARES TR | MSCI USA QLT FCT | $3.2M | 2.3%Prev: 1.9% | 16,201 SH | Decreased+1,176 SH |
| ISHARES TR | RUS 1000 ETF | $554K | 0.4%Prev: 0.3% | 1,515 SH | Increased+352 SH |
| ISHARES TR | S&P 100 ETF | $4.7M | 3.5%Prev: 3.0% | 14,139 SH | Decreased+126 SH |
| ISHARES TR | S&P 500 GRWT ETF | $219K | 0.2%Prev: 0.1% | 1,816 SH | Increased+303 SH |
| ISHARES TR | U.S. TECH ETF | $1.9M | 1.4%Prev: 1.0% | 9,750 SH | Increased+3,133 SH |
| ISHARES TR | US INFRASTRUC | $250K | 0.2%Prev: 0.2% | 4,742 SH | Decreased+300 SH |
| JANUS DETROIT STR TR | B-BBB CLO ETF | $435K | 0.3%Prev: 1.3% | 9,022 SH | Decreased-38,553 SH |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $5.6M | 4.1%Prev: 3.6% | 109,721 SH | Decreased-11,867 SH |
| MICROSOFT CORP | COM | $357K | 0.3%Prev: 0.9% | 689 SH | Decreased-3,503 SH |
| NORTHERN LTS FD TR IV | INSPIRE GBL HOPE | $841K | 0.6%Prev: 0.6% | 19,811 SH | Decreased-283 SH |
| PGIM ETF TR | PGIM ULTRA SH BD | $2.3M | 1.7%Prev: 1.5% | 45,462 SH | Decreased-5,355 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $645K | 0.5%Prev: 0.3% | 27,464 SH | Increased+6,576 SH |
| SOUTHERN CO | COM | $275K | 0.2%Prev: 0.2% | 2,902 SH | Decreased-85 SH |
| SPDR SERIES TRUST | NUVEEN ICE MUNIC | $216K | 0.2% | 4,729 SH | New |
| SPDR SERIES TRUST | PORTFOLI S&P1500 | $443K | 0.3% | 5,494 SH | New |
| SPDR SERIES TRUST | PORTFOLIO S&P500 | $15.9M | 11.8% | 203,264 SH | New |
| TIMOTHY PLAN | INTL ETF | $753K | 0.6%Prev: 0.5% | 22,556 SH | Decreased+1,420 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.1M | 0.8%Prev: 0.9% | 3,438 SH | Decreased-929 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 |