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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 | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $486K | 0.3% | 836 SH | New |
| ALPHABET INC | CAP STK CL A | $673K | 0.4%Prev: 0.2% | 1,883 SH | Increased+491 SH |
| AMAZON COM INC | COM | $293K | 0.2%Prev: 0.2% | 1,230 SH | Increased+148 SH |
| AMERICAN CENTY ETF TR | AVAN EMER EX ETF | $4.9M | 2.9% | 57,665 SH | New |
| AMERICAN CENTY ETF TR | AVAN TOTA EQ ETF | $7.0M | 4.1% | 128,110 SH | New |
| AMERICAN CENTY ETF TR | AVAN US SMAL ETF | $5.5M | 3.2% | 75,375 SH | New |
| AMERICAN CENTY ETF TR | AVANTIS US LARG | $40.5M | 23.7%Prev: 23.8% | 450,687 SH | Increased+39,212 SH |
| AMERICAN CENTY ETF TR | AVANTIS ALL EQT | $3.5M | 2.0%Prev: 2.0% | 36,066 SH | Increased+2,600 SH |
| AMERICAN CENTY ETF TR | AVANTIS ALL INT | $7.6M | 4.4%Prev: 4.1% | 91,502 SH | Increased+15,050 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $722K | 0.4%Prev: 0.4% | 7,481 SH | Increased+142 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $832K | 0.5%Prev: 0.8% | 9,328 SH | Decreased-3,850 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $7.1M | 4.2%Prev: 4.2% | 55,692 SH | Increased+4,400 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $10.7M | 6.3%Prev: 5.5% | 117,201 SH | Increased+17,712 SH |
| AMERICAN ELEC PWR CO INC | COM | $234K | 0.1% | 1,711 SH | New |
| APPLE INC | COM | $533K | 0.3%Prev: 0.4% | 1,843 SH | Increased-422 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $202K | 0.1% | 403 SH | New |
| CORNING INC | COM | $337K | 0.2% | 1,320 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $889K | 0.5%Prev: 0.6% | 21,883 SH | Increased-1,594 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $1.7M | 1.0%Prev: 1.0% | 58,466 SH | Increased+13,394 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $14.3M | 8.4%Prev: 8.1% | 383,536 SH | Increased+63,391 SH |
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | $7.9M | 4.6% | 96,370 SH | New |
| EATON CORP PLC | SHS | $248K | 0.1% | 583 SH | New |
| GALLAGHER ARTHUR J & CO | COM | $297K | 0.2%Prev: 0.3% | 1,295 SH | Decreased |
| GE VERNOVA INC | COM | $431K | 0.3% | 367 SH | New |
| ISHARES INC | EMNG MKTS EQT | $295K | 0.2%Prev: 0.2% | 4,030 SH | Increased-259 SH |
| ISHARES TR | 0-3 MTH TREASURY | $370K | 0.2% | 3,676 SH | New |
| ISHARES TR | CORE S&P500 ETF | $261K | 0.2%Prev: 0.2% | 349 SH | Increased-17 SH |
| ISHARES TR | CORE UNIVRSL USD | $462K | 0.3% | 10,010 SH | New |
| ISHARES TR | EAFE VALUE ETF | $2.0M | 1.2%Prev: 2.2% | 26,401 SH | Decreased-15,863 SH |
| ISHARES TR | ESG AWR MSCI USA | $3.0M | 1.7%Prev: 2.9% | 18,213 SH | Decreased-7,711 SH |
| ISHARES TR | ESG MSCI LEADR | $339K | 0.2%Prev: 0.2% | 2,557 SH | Increased-3 SH |
| ISHARES TR | EUROPE ETF | $1.7M | 1.0%Prev: 1.2% | 22,746 SH | Increased-1,407 SH |
| ISHARES TR | EXPND TEC SC ETF | $800K | 0.5%Prev: 0.5% | 4,890 SH | Increased-1,058 SH |
| ISHARES TR | MSCI INTL VLU FT | $270K | 0.2%Prev: 0.3% | 6,465 SH | Decreased-3,695 SH |
| ISHARES TR | MSCI USA MIN ETF | $214K | 0.1% | 2,218 SH | New |
| ISHARES TR | MSCI USA QLT FCT | $3.3M | 1.9%Prev: 2.4% | 15,025 SH | Increased-1,301 SH |
| ISHARES TR | RUS 1000 ETF | $476K | 0.3%Prev: 0.4% | 1,163 SH | Decreased-353 SH |
| ISHARES TR | S&P 100 ETF | $5.1M | 3.0%Prev: 3.5% | 14,013 SH | Increased-136 SH |
| ISHARES TR | S&P 500 GRWT ETF | $208K | 0.1%Prev: 0.2% | 1,513 SH | Increased-344 SH |
| ISHARES TR | U.S. TECH ETF | $1.7M | 1.0%Prev: 1.4% | 6,617 SH | Decreased-3,147 SH |
| ISHARES TR | US INFRASTRUC | $280K | 0.2%Prev: 0.2% | 4,442 SH | Increased-315 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $595K | 0.3% | 11,775 SH | New |
| JANUS DETROIT STR TR | B-BBB CLO ETF | $2.3M | 1.3% | 47,575 SH | New |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $6.1M | 3.6%Prev: 3.7% | 121,588 SH | Increased+31,308 SH |
| JOHNSON & JOHNSON | COM | $255K | 0.1% | 1,006 SH | New |
| MICROSOFT CORP | COM | $1.6M | 0.9%Prev: 0.3% | 4,192 SH | Increased+3,527 SH |
| NORTHERN LTS FD TR IV | INSPIRE GBL HOPE | $958K | 0.6%Prev: 0.6% | 20,094 SH | Increased+2,956 SH |
| PGIM ETF TR | PGIM ULTRA SH BD | $2.5M | 1.5%Prev: 1.3% | 50,817 SH | Increased+18,460 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $483K | 0.3%Prev: 0.5% | 20,888 SH | Decreased-6,576 SH |
| SOUTHERN CO | COM | $286K | 0.2% | 2,987 SH | New |
| SPDR SERIES TRUST | ST STR NUVEE ETF | $217K | 0.1% | 4,729 SH | New |
| SPDR SERIES TRUST | ST STR P500ETF | $13.2M | 7.7% | 150,016 SH | New |
| SPDR SERIES TRUST | ST STR PR SP1500 | $481K | 0.3% | 5,302 SH | New |
| TIMOTHY PLAN | INTL ETF | $789K | 0.5%Prev: 0.5% | 21,136 SH | Increased+1,761 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $589K | 0.3% | 857 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.6M | 0.9%Prev: 1.1% | 4,367 SH | Increased-192 SH |
| VANGUARD WORLD FD | INDUSTRIAL ETF | $334K | 0.2% | 928 SH | New |
| VANGUARD WORLD FD | INF TECH ETF | $774K | 0.5% | 6,472 SH | New |
| VERTIV HOLDINGS CO | COM CL A | $310K | 0.2% | 925 SH | New |
| 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 |