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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 | $442K | 0.1%Prev: 0.2% | 2,509 SH | Decreased-13 SH |
| ALPHABET INC | CAP STK CL C | $424K | 0.1%Prev: 0.2% | 2,388 SH | Decreased+3 SH |
| AMERICAN CENTY ETF TR | AVANTIS ALL INT | $1.9M | 0.6%Prev: 0.6% | 28,513 SH | Decreased |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $1.1M | 0.3%Prev: 0.3% | 16,373 SH | Decreased+553 SH |
| AMERICAN CENTY ETF TR | AVANTIS INTL SML | $421K | 0.1%Prev: 0.1% | 6,766 SH | Decreased |
| AMERICAN CENTY ETF TR | AVANTIS US SMALL | $1.0M | 0.3%Prev: 0.3% | 19,774 SH | Decreased-51 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $375K | 0.1%Prev: 0.1% | 5,065 SH | Decreased+1 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $548K | 0.2%Prev: 0.2% | 6,914 SH | Decreased |
| AMERICAN CENTY ETF TR | US EQT ETF | $3.6M | 1.1%Prev: 1.0% | 35,606 SH | Decreased-4 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $3.1M | 0.9%Prev: 1.0% | 45,301 SH | Decreased-1,750 SH |
| APPLE INC | COM | $3.9M | 1.1%Prev: 1.2% | 18,797 SH | Decreased+467 SH |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $5.1M | 1.5%Prev: 1.1% | 121,613 SH | Increased+19,940 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $8.0M | 2.4%Prev: 2.7% | 269,449 SH | Decreased-33,240 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $428K | 0.1%Prev: 0.1% | 14,778 SH | Decreased+2,029 SH |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | $44.7M | 13.3%Prev: 13.8% | 821,156 SH | Decreased-171,884 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $3.6M | 1.1%Prev: 1.3% | 133,536 SH | Decreased-57,430 SH |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $289K | 0.1%Prev: 0.1% | 7,341 SH | Decreased-127 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $13.1M | 3.9%Prev: 3.9% | 304,950 SH | Decreased+17,536 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $482K | 0.1%Prev: 0.1% | 13,955 SH | Increased+4,899 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $11.9M | 3.5%Prev: 4.2% | 381,551 SH | Decreased-77,262 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $2.0M | 0.6%Prev: 0.6% | 65,540 SH | Decreased-5,911 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $3.7M | 1.1%Prev: 1.0% | 112,826 SH | Decreased+11,928 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $44.6M | 13.2%Prev: 13.5% | 929,564 SH | Decreased-167,739 SH |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | $6.4M | 1.9%Prev: 2.0% | 125,447 SH | Decreased-25,574 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $401K | 0.1%Prev: 0.1% | 9,464 SH | Increased+813 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $77.1M | 22.9%Prev: 22.9% | 2,151,141 SH | Decreased-138,994 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $18.8M | 5.6%Prev: 4.9% | 280,262 SH | Decreased+10,563 SH |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $7.0M | 2.1%Prev: 2.4% | 226,261 SH | Decreased-33,933 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $14.9M | 4.4%Prev: 4.1% | 352,788 SH | Decreased+23,206 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $3.9M | 1.2%Prev: 1.0% | 165,954 SH | Decreased-3,143 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $6.8M | 2.0%Prev: 2.0% | 106,501 SH | Decreased-2,925 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $2.0M | 0.6%Prev: 0.7% | 67,925 SH | Decreased-4,569 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $541K | 0.2%Prev: 0.2% | 13,773 SH | Decreased-3,690 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $11.7M | 3.5%Prev: 3.5% | 217,383 SH | Decreased+849 SH |
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | $824K | 0.2%Prev: 0.3% | 12,282 SH | Decreased-1,077 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $14.9M | 4.4%Prev: 4.1% | 507,036 SH | Decreased+35,681 SH |
| EXXON MOBIL CORP | COM | $310K | 0.1%Prev: 0.1% | 2,874 SH | Decreased |
| HOME DEPOT INC | COM | $867K | 0.3%Prev: 0.2% | 2,364 SH | Increased-36 SH |
| INVESCO QQQ TR | UNIT SER 1 | $301K | 0.1%Prev: 0.1% | 547 SH | Increased+46 SH |
| JPMORGAN CHASE & CO | COM | $408K | 0.1%Prev: 0.1% | 1,409 SH | Decreased-83 SH |
| MARATHON PETE CORP | COM | $299K | 0.1%Prev: 0.1% | 1,799 SH | Decreased-93 SH |
| MICROSOFT CORP | COM | $952K | 0.3%Prev: 0.2% | 1,914 SH | Increased-42 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $944K | 0.3% | 1,528 SH | New |
| SPROTT PHYSICAL GOLD & SILVE | TR UNIT | $211K | 0.1% | 7,009 SH | New |
| TELEFONAKTIEBOLAGET LM ERICS | ADR B SEK 10 | $162K | 0.0%Prev: 0.1% | 19,157 SH | Decreased-44 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $524K | 0.2%Prev: 0.1% | 6,660 SH | Increased+617 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $1.0M | 0.3%Prev: 0.3% | 14,076 SH | Decreased-3,509 SH |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $812K | 0.2%Prev: 0.2% | 16,276 SH | Increased+511 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $4.6M | 1.4%Prev: 1.3% | 93,617 SH | Decreased-7,754 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $889K | 0.3%Prev: 0.2% | 9,986 SH | Increased+442 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.8M | 0.5% | 3,101 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.6M | 0.5%Prev: 0.1% | 5,152 SH | Increased+3,984 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $294K | 0.1%Prev: 0.1% | 5,935 SH | Decreased+486 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $722K | 0.2%Prev: 0.1% | 12,288 SH | Increased+3,205 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $497K | 0.1%Prev: 0.1% | 8,720 SH | Decreased+529 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 |