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CIK 0002055985 • 6 13F filings • May 5, 2025 – Jul 20, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $431K | 0.2%Prev: 0.2% | 5,599 SH | Increased |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $1.3M | 0.7%Prev: 0.6% | 15,520 SH | Increased+2,702 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $4.1M | 2.2%Prev: 1.9% | 36,891 SH | Increased+5,338 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $653K | 0.4%Prev: 0.3% | 8,614 SH | Increased+977 SH |
| APPLIED MATLS INC | COM | $220K | 0.1% | 855 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.1M | 0.6%Prev: 0.6% | 2,234 SH | Decreased |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $15.3M | 8.3%Prev: 8.5% | 359,205 SH | Increased+7,994 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $4.3M | 2.3%Prev: 2.3% | 129,386 SH | Increased+637 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $248K | 0.1%Prev: 0.1% | 7,626 SH | Increased |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $1.3M | 0.7%Prev: 0.6% | 25,151 SH | Increased+3,172 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $1.2M | 0.6%Prev: 0.6% | 30,585 SH | Increased+212 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $15.6M | 8.5%Prev: 8.4% | 453,246 SH | Increased+2,725 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $849K | 0.5%Prev: 0.5% | 26,806 SH | Increased |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $534K | 0.3% | 14,043 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $373K | 0.2%Prev: 0.2% | 7,973 SH | Increased+28 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | $21.6M | 11.7%Prev: 11.3% | 293,569 SH | Increased+16,313 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $16.6M | 9.0%Prev: 9.2% | 419,405 SH | Increased-3,536 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $12.4M | 6.7%Prev: 6.9% | 325,446 SH | Increased+1,139 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $1.0M | 0.6%Prev: 0.5% | 31,115 SH | Increased+2,973 SH |
| DOORDASH INC | CL A | $453K | 0.2%Prev: 0.3% | 2,000 SH | Decreased |
| EXXON MOBIL CORP | COM | $344K | 0.2%Prev: 0.2% | 2,861 SH | Increased |
| FIRST TR EXCHANGE-TRADED FD | INDXX NEXTG ETF | $348K | 0.2%Prev: 0.2% | 3,227 SH | Increased |
| INNOVATOR ETFS TRUST | INNOVATOR INTER | $260K | 0.1%Prev: 0.1% | 7,983 SH | Increased |
| INNOVATOR ETFS TRUST | US EQT ULTRA BF | $204K | 0.1%Prev: 0.1% | 5,265 SH | Increased |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $4.7M | 2.6%Prev: 2.6% | 112,261 SH | Increased |
| INNOVATOR ETFS TRUST | US EQTY ULTRA B | $407K | 0.2%Prev: 0.2% | 10,356 SH | Increased |
| INTERNATIONAL BUSINESS MACHS | COM | $233K | 0.1%Prev: 0.1% | 786 SH | Increased |
| INVESCO EXCH TRADED FD TR II | RAFI DVLPD MRKTS | $1.7M | 0.9%Prev: 0.9% | 25,378 SH | Increased |
| INVESCO EXCH TRADED FD TR II | S&P EMRNG MKTS | $667K | 0.4%Prev: 0.4% | 24,303 SH | Increased |
| INVESCO EXCHANGE TRADED FD T | INTL DIVI ACHI | $206K | 0.1% | 9,362 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $254K | 0.1%Prev: 0.1% | 414 SH | Increased |
| ISHARES INC | MSCI EMERG MRKT | $814K | 0.4%Prev: 0.5% | 12,718 SH | Increased |
| ISHARES TR | CORE DIV GRWTH | $474K | 0.3%Prev: 0.3% | 6,835 SH | Increased |
| ISHARES TR | CORE S&P MCP ETF | $810K | 0.4%Prev: 0.5% | 12,280 SH | Increased |
| ISHARES TR | CORE S&P SCP ETF | $1.2M | 0.7%Prev: 0.7% | 9,975 SH | Increased |
| ISHARES TR | HIGH YLD SYSTM B | $652K | 0.4%Prev: 0.4% | 13,764 SH | Increased+799 SH |
| ISHARES TR | IBDS DEC28 ETF | $1.7M | 0.9%Prev: 0.2% | 66,421 SH | Increased+54,391 SH |
| ISHARES TR | IBONDS 26 TRM TS | $1.4M | 0.8%Prev: 0.6% | 60,883 SH | Increased+13,216 SH |
| ISHARES TR | IBONDS 27 ETF | $2.6M | 1.4%Prev: 1.0% | 109,081 SH | Increased+33,717 SH |
| ISHARES TR | IBONDS 27 TRM TS | $1.0M | 0.6%Prev: 0.5% | 46,510 SH | Increased+10,990 SH |
| ISHARES TR | IBONDS 28 TRM TS | $585K | 0.3% | 26,174 SH | New |
| ISHARES TR | IBONDS DEC 26 | $530K | 0.3%Prev: 0.3% | 20,673 SH | Increased+1,444 SH |
| ISHARES TR | IBONDS DEC2026 | $2.6M | 1.4%Prev: 1.3% | 105,279 SH | Increased+7,664 SH |
| ISHARES TR | MSCI INTL QUALTY | $212K | 0.1%Prev: 0.2% | 4,658 SH | Decreased-1,396 SH |
| ISHARES TR | MSCI USA QLT FCT | $1.1M | 0.6%Prev: 0.7% | 5,641 SH | Decreased-478 SH |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $17.2M | 9.4%Prev: 9.4% | 364,224 SH | Increased+15,258 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $485K | 0.3%Prev: 0.3% | 8,474 SH | Increased+35 SH |
| KEURIG DR PEPPER INC | COM | $609K | 0.3%Prev: 0.3% | 21,740 SH | Increased |
| LISTED FDS TR | SWAN HEDGED EQTY | $827K | 0.4%Prev: 0.5% | 32,787 SH | Decreased-630 SH |
| MICROSOFT CORP | COM | $864K | 0.5%Prev: 0.5% | 1,787 SH | Decreased+2 SH |
| ORACLE CORP | COM | $201K | 0.1%Prev: 0.2% | 1,029 SH | Decreased |
| PGIM ETF TR | AAA CLO ETF | $1.3M | 0.7%Prev: 0.4% | 25,131 SH | Increased+11,906 SH |
| PIMCO ETF TR | ENHAN SHRT MA AC | $263K | 0.1% | 2,624 SH | New |
| PIMCO ETF TR | MULTISECTOR BD | $14.7M | 8.0%Prev: 7.5% | 551,660 SH | Increased+58,241 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | $614K | 0.3%Prev: 0.3% | 17,041 SH | Decreased |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $900K | 0.5%Prev: 0.5% | 19,908 SH | Increased |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $2.3M | 1.3%Prev: 1.3% | 86,052 SH | Increased |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US S | $416K | 0.2%Prev: 0.2% | 13,208 SH | Increased |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $1.5M | 0.8%Prev: 0.8% | 57,249 SH | Increased |
| SPDR SERIES TRUST | STATE STREET SPD | $2.7M | 1.5% | 47,549 SH | New |
| SUNOCO LP/SUNOCO FIN CORP | COM UT REP LP | $245K | 0.1%Prev: 0.1% | 4,679 SH | Increased |
| UFP TECHNOLOGIES INC | COM | $217K | 0.1%Prev: 0.1% | 979 SH | Decreased-170 SH |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $292K | 0.2%Prev: 0.1% | 810 SH | Increased+9 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $4.5M | 2.4%Prev: 2.5% | 7,154 SH | Increased |
| VANGUARD INDEX FDS | VALUE ETF | $2.1M | 1.2%Prev: 1.2% | 11,180 SH | Decreased-548 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $2.5M | 1.4%Prev: 1.4% | 40,613 SH | Increased |
| VANGUARD WORLD FD | MEGA CAP INDEX | $802K | 0.4%Prev: 0.4% | 3,195 SH | Increased |
| WELLS FARGO CO NEW | COM | $2.5M | 1.4%Prev: 1.4% | 26,861 SH | Increased-2,742 SH |
| WISDOMTREE TR | FLOATNG RAT TREA | $1.4M | 0.7%Prev: 1.2% | 27,390 SH | Decreased-14,047 SH |
| 13F-HR |
| 0002085853-26-000769 |
| $214.6M |
| View |
| Jul 24, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000939 | $157.6M | View |
| Apr 20, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000418 | $191.9M | View |
| May 5, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000591 | $142.8M | View |