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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 | $725K | 0.2%Prev: 0.1% | 2,522 SH | Increased+13 SH |
| ALPHABET INC | CAP STK CL C | $684K | 0.2%Prev: 0.1% | 2,385 SH | Increased-3 SH |
| AMERICAN CENTY ETF TR | AVANTIS ALL INT | $2.2M | 0.6% | 28,513 SH | New |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $1.3M | 0.3%Prev: 0.2% | 15,820 SH | Increased+7,276 SH |
| AMERICAN CENTY ETF TR | AVANTIS INTL SML | $486K | 0.1% | 6,766 SH | New |
| AMERICAN CENTY ETF TR | AVANTIS US SMALL | $1.2M | 0.3%Prev: 0.0% | 19,825 SH | Increased+17,412 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $430K | 0.1%Prev: 0.0% | 5,064 SH | Increased+4,962 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $690K | 0.2% | 6,914 SH | New |
| AMERICAN CENTY ETF TR | US EQT ETF | $4.0M | 1.0%Prev: 0.4% | 35,610 SH | Increased+22,557 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $3.8M | 1.0%Prev: 0.0% | 47,051 SH | Increased+45,242 SH |
| APPLE INC | COM | $4.7M | 1.2%Prev: 1.3% | 18,330 SH | Increased-957 SH |
| BROADCOM INC | COM | $254K | 0.1%Prev: 0.0% | 819 SH | Increased+255 SH |
| CATERPILLAR INC | COM | $272K | 0.1%Prev: 0.0% | 384 SH | Increased |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $4.3M | 1.1%Prev: 1.9% | 101,673 SH | Decreased-39,801 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $10.5M | 2.7%Prev: 2.4% | 302,689 SH | Increased+12,657 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $432K | 0.1%Prev: 0.1% | 12,749 SH | Increased-2,526 SH |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | $53.6M | 13.8%Prev: 13.1% | 993,040 SH | Increased+206,777 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $5.1M | 1.3%Prev: 1.0% | 190,966 SH | Increased+64,814 SH |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $317K | 0.1%Prev: 0.1% | 7,468 SH | Increased+219 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $15.2M | 3.9%Prev: 4.4% | 287,414 SH | Increased-69,366 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $353K | 0.1%Prev: 0.1% | 9,056 SH | Decreased-5,245 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $16.3M | 4.2%Prev: 3.4% | 458,813 SH | Increased+66,953 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $2.4M | 0.6%Prev: 0.7% | 71,451 SH | Increased-11,047 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $4.0M | 1.0%Prev: 1.2% | 100,898 SH | Increased-34,348 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $52.5M | 13.5%Prev: 13.3% | 1,097,303 SH | Increased+205,332 SH |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | $7.7M | 2.0%Prev: 2.0% | 151,021 SH | Increased+27,978 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $390K | 0.1%Prev: 0.1% | 8,651 SH | Increased-811 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $89.0M | 22.9%Prev: 22.0% | 2,290,135 SH | Increased+160,919 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $19.1M | 4.9%Prev: 5.5% | 269,699 SH | Increased-19,204 SH |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $9.3M | 2.4%Prev: 3.1% | 260,194 SH | Decreased-59,583 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $16.0M | 4.1%Prev: 4.6% | 329,582 SH | Increased-25,088 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $4.0M | 1.0%Prev: 1.3% | 169,097 SH | Decreased-9,460 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $7.8M | 2.0%Prev: 2.3% | 109,426 SH | Increased-13,269 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $2.5M | 0.7%Prev: 0.1% | 72,494 SH | Increased+58,114 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $718K | 0.2%Prev: 0.2% | 17,463 SH | Increased+3,796 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $13.5M | 3.5%Prev: 4.1% | 216,534 SH | Increased-37,851 SH |
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | $986K | 0.3%Prev: 0.3% | 13,359 SH | Increased-807 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $16.0M | 4.1%Prev: 3.8% | 471,355 SH | Increased+8,420 SH |
| EXXON MOBIL CORP | COM | $488K | 0.1%Prev: 0.1% | 2,874 SH | Increased |
| HOME DEPOT INC | COM | $789K | 0.2%Prev: 0.3% | 2,400 SH | Decreased+37 SH |
| INVESCO QQQ TR | UNIT SER 1 | $289K | 0.1%Prev: 0.1% | 501 SH | Increased-4 SH |
| ISHARES TR | EURO INVESTMENT | $817K | 0.2% | 16,552 SH | New |
| JPMORGAN CHASE & CO | COM | $439K | 0.1% | 1,492 SH | New |
| MARATHON PETE CORP | COM | $462K | 0.1%Prev: 0.1% | 1,892 SH | Increased+103 SH |
| MICROSOFT CORP | COM | $724K | 0.2%Prev: 0.2% | 1,956 SH | Increased+42 SH |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD AN | $334K | 0.1% | 7,009 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $894K | 0.2% | 1,374 SH | New |
| TELEFONAKTIEBOLAGET LM ERICS | ADR B SEK 10 | $216K | 0.1%Prev: 0.0% | 19,201 SH | Increased+44 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $474K | 0.1%Prev: 0.2% | 6,043 SH | Decreased-687 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $1.3M | 0.3%Prev: 0.3% | 17,585 SH | Increased+3,806 SH |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $785K | 0.2%Prev: 0.3% | 15,765 SH | Decreased-317 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $4.9M | 1.3%Prev: 1.3% | 101,371 SH | Increased+14,666 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $847K | 0.2%Prev: 0.2% | 9,544 SH | Increased+1,299 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $375K | 0.1%Prev: 0.4% | 1,168 SH | Decreased-3,555 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $295K | 0.1%Prev: 0.1% | 5,449 SH | Increased-511 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $532K | 0.1%Prev: 0.2% | 9,083 SH | Decreased-3,351 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $525K | 0.1%Prev: 0.1% | 8,191 SH | Increased-547 SH |
| WALMART INC | COM | $209K | 0.1%Prev: 0.0% | 1,679 SH | Increased+222 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 |