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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 | $610K | 0.2%Prev: 0.2% | 2,509 SH | Decreased-13 SH |
| ALPHABET INC | CAP STK CL C | $582K | 0.2%Prev: 0.2% | 2,388 SH | Decreased-27 SH |
| AMERICAN CENTY ETF TR | AVANTIS ALL INT | $2.0M | 0.6%Prev: 0.6% | 28,513 SH | Decreased |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $1.2M | 0.3%Prev: 0.4% | 16,373 SH | Decreased+631 SH |
| AMERICAN CENTY ETF TR | AVANTIS INTL SML | $457K | 0.1%Prev: 0.1% | 6,766 SH | Decreased |
| AMERICAN CENTY ETF TR | AVANTIS US SMALL | $1.1M | 0.3% | 19,825 SH | New |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $400K | 0.1%Prev: 0.1% | 5,065 SH | Decreased+149 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $616K | 0.2%Prev: 0.2% | 6,914 SH | Decreased |
| AMERICAN CENTY ETF TR | US EQT ETF | $3.9M | 1.1%Prev: 1.1% | 35,986 SH | Decreased+597 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $3.4M | 0.9%Prev: 1.0% | 46,672 SH | Decreased-343 SH |
| APPLE INC | COM | $4.8M | 1.3%Prev: 1.2% | 18,728 SH | Decreased+521 SH |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $4.6M | 1.3% | 107,686 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $9.0M | 2.5%Prev: 2.9% | 281,869 SH | Decreased-20,091 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $454K | 0.1%Prev: 0.1% | 14,408 SH | Decreased+2,260 SH |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | $46.9M | 13.1% | 844,711 SH | New |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $3.9M | 1.1%Prev: 1.4% | 142,903 SH | Decreased-56,925 SH |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $302K | 0.1%Prev: 0.1% | 7,367 SH | Decreased-273 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $14.0M | 3.9%Prev: 3.6% | 303,303 SH | Decreased+23,044 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $506K | 0.1%Prev: 0.1% | 13,926 SH | Increased+4,706 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $13.4M | 3.8%Prev: 4.2% | 408,719 SH | Decreased-68,670 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $2.1M | 0.6%Prev: 0.6% | 65,983 SH | Decreased-6,862 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $3.9M | 1.1%Prev: 1.0% | 110,578 SH | Decreased+8,979 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $46.8M | 13.1% | 971,096 SH | New |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | $7.3M | 2.0% | 143,753 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $421K | 0.1%Prev: 0.1% | 9,208 SH | Decreased+567 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $83.4M | 23.3% | 2,161,868 SH | New |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $20.0M | 5.6% | 275,547 SH | New |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $7.4M | 2.1% | 226,191 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $15.7M | 4.4%Prev: 4.2% | 350,596 SH | Decreased+24,851 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $4.0M | 1.1% | 166,944 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $7.3M | 2.0%Prev: 2.8% | 106,838 SH | Decreased-74,619 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $2.3M | 0.6% | 72,094 SH | New |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $642K | 0.2%Prev: 0.2% | 15,115 SH | Decreased-1,701 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $12.7M | 3.6%Prev: 3.5% | 218,041 SH | Decreased+5,316 SH |
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | $842K | 0.2%Prev: 0.5% | 11,713 SH | Decreased-15,978 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $15.9M | 4.4%Prev: 4.0% | 506,012 SH | Decreased+40,456 SH |
| EXXON MOBIL CORP | COM | $324K | 0.1%Prev: 0.1% | 2,874 SH | Decreased |
| HOME DEPOT INC | COM | $958K | 0.3%Prev: 0.2% | 2,365 SH | Increased-37 SH |
| INVESCO QQQ TR | UNIT SER 1 | $328K | 0.1%Prev: 0.1% | 547 SH | Decreased+46 SH |
| JPMORGAN CHASE & CO. | COM | $479K | 0.1% | 1,520 SH | New |
| MARATHON PETE CORP | COM | $349K | 0.1%Prev: 0.1% | 1,808 SH | Decreased+94 SH |
| MICROSOFT CORP | COM | $931K | 0.3%Prev: 0.2% | 1,798 SH | Increased-89 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $1.0M | 0.3% | 1,528 SH | New |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD AN | $257K | 0.1%Prev: 0.1% | 7,009 SH | Decreased |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $513K | 0.1%Prev: 0.1% | 6,504 SH | Increased+706 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $911K | 0.3%Prev: 0.3% | 12,247 SH | Decreased-7,084 SH |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $803K | 0.2%Prev: 0.1% | 16,067 SH | Increased+5,804 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $4.6M | 1.3%Prev: 1.0% | 92,912 SH | Increased+6,586 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $888K | 0.2%Prev: 0.2% | 9,716 SH | Decreased+137 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $364K | 0.1%Prev: 0.1% | 1,109 SH | Decreased-55 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $323K | 0.1%Prev: 0.1% | 5,967 SH | Decreased+63 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $710K | 0.2%Prev: 0.1% | 12,056 SH | Increased+3,538 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $527K | 0.1%Prev: 0.1% | 8,803 SH | Decreased+684 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 |