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CIK 0001940678 • 6 13F filings • Apr 23, 2025 – Jul 29, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $789K | 0.2%Prev: 0.2% | 2,522 SH | Increased+13 SH |
| ALPHABET INC | CAP STK CL C | $748K | 0.2%Prev: 0.2% | 2,385 SH | Increased-3 SH |
| AMERICAN CENTY ETF TR | AVANTIS ALL INT | $2.1M | 0.6%Prev: 0.6% | 28,513 SH | Increased |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $1.3M | 0.3%Prev: 0.3% | 16,373 SH | Increased |
| AMERICAN CENTY ETF TR | AVANTIS INTL SML | $472K | 0.1%Prev: 0.1% | 6,766 SH | Increased |
| AMERICAN CENTY ETF TR | AVANTIS US SMALL | $1.2M | 0.3%Prev: 0.3% | 19,825 SH | Increased |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $417K | 0.1%Prev: 0.1% | 5,065 SH | Increased |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $650K | 0.2%Prev: 0.2% | 6,914 SH | Increased |
| AMERICAN CENTY ETF TR | US EQT ETF | $4.0M | 1.0%Prev: 1.1% | 35,572 SH | Increased-414 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $3.6M | 0.9%Prev: 0.9% | 47,182 SH | Increased+510 SH |
| APPLE INC | COM | $5.0M | 1.3%Prev: 1.3% | 18,391 SH | Increased-337 SH |
| BROADCOM INC | COM | $283K | 0.1% | 819 SH | New |
| CATERPILLAR INC | COM | $220K | 0.1% | 384 SH | New |
| CVS HEALTH CORP | COM | $449K | 0.1% | 5,661 SH | New |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $4.5M | 1.2%Prev: 1.3% | 106,580 SH | Decreased-1,106 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $10.2M | 2.7%Prev: 2.5% | 309,068 SH | Increased+27,199 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $470K | 0.1%Prev: 0.1% | 14,441 SH | Increased+33 SH |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | $49.7M | 13.0%Prev: 13.1% | 918,918 SH | Increased+74,207 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $4.6M | 1.2%Prev: 1.1% | 173,478 SH | Increased+30,575 SH |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $325K | 0.1%Prev: 0.1% | 7,591 SH | Increased+224 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $15.2M | 4.0%Prev: 3.9% | 304,011 SH | Increased+708 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $365K | 0.1%Prev: 0.1% | 9,588 SH | Decreased-4,338 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $16.6M | 4.4%Prev: 3.8% | 482,491 SH | Increased+73,772 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $2.2M | 0.6%Prev: 0.6% | 66,773 SH | Increased+790 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $4.1M | 1.1%Prev: 1.1% | 109,113 SH | Increased-1,465 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $50.0M | 13.1%Prev: 13.1% | 1,042,845 SH | Increased+71,749 SH |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | $7.9M | 2.1%Prev: 2.0% | 156,439 SH | Increased+12,686 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $405K | 0.1%Prev: 0.1% | 8,650 SH | Decreased-558 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $92.4M | 24.2%Prev: 23.3% | 2,333,207 SH | Increased+171,339 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $19.4M | 5.1%Prev: 5.6% | 261,048 SH | Decreased-14,499 SH |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $8.0M | 2.1%Prev: 2.1% | 233,770 SH | Increased+7,579 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $15.5M | 4.1%Prev: 4.4% | 333,365 SH | Decreased-17,231 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $3.8M | 1.0%Prev: 1.1% | 165,232 SH | Decreased-1,712 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $7.2M | 1.9%Prev: 2.0% | 103,444 SH | Decreased-3,394 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $2.4M | 0.6%Prev: 0.6% | 72,415 SH | Increased+321 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $687K | 0.2%Prev: 0.2% | 15,828 SH | Increased+713 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $12.4M | 3.3%Prev: 3.6% | 208,993 SH | Decreased-9,048 SH |
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | $941K | 0.2%Prev: 0.2% | 12,715 SH | Increased+1,002 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $16.2M | 4.3%Prev: 4.4% | 496,247 SH | Increased-9,765 SH |
| EXXON MOBIL CORP | COM | $346K | 0.1%Prev: 0.1% | 2,874 SH | Increased |
| HOME DEPOT INC | COM | $825K | 0.2%Prev: 0.3% | 2,399 SH | Decreased+34 SH |
| INVESCO QQQ TR | UNIT SER 1 | $336K | 0.1%Prev: 0.1% | 548 SH | Increased+1 SH |
| JPMORGAN CHASE & CO. | COM | $481K | 0.1%Prev: 0.1% | 1,492 SH | Increased-28 SH |
| MARATHON PETE CORP | COM | $306K | 0.1%Prev: 0.1% | 1,884 SH | Decreased+76 SH |
| MICROSOFT CORP | COM | $946K | 0.2%Prev: 0.3% | 1,955 SH | Increased+157 SH |
| NVIDIA CORPORATION | COM | $206K | 0.1% | 1,105 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $937K | 0.2%Prev: 0.3% | 1,374 SH | Decreased-154 SH |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD AN | $321K | 0.1%Prev: 0.1% | 7,009 SH | Increased |
| TELEFONAKTIEBOLAGET LM ERICS | ADR B SEK 10 | $185K | 0.0% | 19,201 SH | New |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $483K | 0.1%Prev: 0.1% | 6,129 SH | Decreased-375 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $1.1M | 0.3%Prev: 0.3% | 14,905 SH | Increased+2,658 SH |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $781K | 0.2%Prev: 0.2% | 15,676 SH | Decreased-391 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $4.8M | 1.2%Prev: 1.3% | 98,521 SH | Increased+5,609 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $865K | 0.2%Prev: 0.2% | 9,775 SH | Decreased+59 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $376K | 0.1%Prev: 0.1% | 1,120 SH | Increased+11 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $315K | 0.1%Prev: 0.1% | 5,866 SH | Decreased-101 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $675K | 0.2%Prev: 0.2% | 11,496 SH | Decreased-560 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $571K | 0.1%Prev: 0.1% | 9,139 SH | Increased+336 SH |
| 13F-HR |
| 0001940678-26-000003 |
| $426.3M |
| View |
| Jul 25, 2025 | Q2 2025 | 13F-HR | 0001940678-25-000003 | $337.1M | View |
| May 4, 2026 | Q1 2026 | 13F-HR | 0001940678-26-000002 | $388.3M | View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0001940678-25-000001 | $319.6M | View |