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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 | $901K | 0.2%Prev: 0.1% | 2,522 SH | Increased+13 SH |
| ALPHABET INC | CAP STK CL C | $853K | 0.2%Prev: 0.1% | 2,415 SH | Increased+27 SH |
| AMERICAN CENTY ETF TR | AVAN US SMAL ETF | $1.5M | 0.3% | 19,825 SH | New |
| AMERICAN CENTY ETF TR | AVANTIS ALL INT | $2.4M | 0.6%Prev: 0.6% | 28,513 SH | Increased |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $1.5M | 0.4%Prev: 0.3% | 15,742 SH | Increased-631 SH |
| AMERICAN CENTY ETF TR | AVANTIS INTL SML | $509K | 0.1%Prev: 0.1% | 6,766 SH | Increased |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $439K | 0.1%Prev: 0.1% | 4,916 SH | Increased-149 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $712K | 0.2%Prev: 0.2% | 6,914 SH | Increased |
| AMERICAN CENTY ETF TR | US EQT ETF | $4.5M | 1.1%Prev: 1.1% | 35,389 SH | Increased-217 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $4.3M | 1.0%Prev: 0.9% | 47,015 SH | Increased+1,714 SH |
| APPLE INC | COM | $5.3M | 1.2%Prev: 1.1% | 18,207 SH | Increased-590 SH |
| BROADCOM INC | COM | $310K | 0.1% | 820 SH | New |
| CATERPILLAR INC | COM | $409K | 0.1% | 384 SH | New |
| DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | $4.3M | 1.0% | 101,925 SH | New |
| DIMENSIONAL ETF TRUST | EMER MARK SU ETF | $201K | 0.0% | 4,117 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $12.3M | 2.9%Prev: 2.4% | 301,960 SH | Increased+32,511 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $488K | 0.1%Prev: 0.1% | 12,148 SH | Increased-2,630 SH |
| DIMENSIONAL ETF TRUST | GLOB CO PLUS ETF | $57.4M | 13.5% | 1,053,280 SH | New |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $5.8M | 1.4%Prev: 1.1% | 199,828 SH | Increased+66,292 SH |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $345K | 0.1%Prev: 0.1% | 7,640 SH | Increased+299 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $15.1M | 3.6%Prev: 3.9% | 280,259 SH | Increased-24,691 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $380K | 0.1%Prev: 0.1% | 9,220 SH | Decreased-4,735 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $17.8M | 4.2%Prev: 3.5% | 477,389 SH | Increased+95,838 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $2.6M | 0.6%Prev: 0.6% | 72,845 SH | Increased+7,305 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $4.1M | 1.0%Prev: 1.1% | 101,599 SH | Increased-11,227 SH |
| DIMENSIONAL ETF TRUST | SHOR DUR FIX ETF | $54.7M | 12.8% | 1,144,966 SH | New |
| DIMENSIONAL ETF TRUST | ULTR FIX INC ETF | $8.3M | 2.0% | 164,162 SH | New |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $101.8M | 23.9% | 2,293,774 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $447K | 0.1%Prev: 0.1% | 8,641 SH | Increased-823 SH |
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | $21.5M | 5.1% | 262,879 SH | New |
| DIMENSIONAL ETF TRUST | US LARG VALU ETF | $10.1M | 2.4% | 255,378 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $17.9M | 4.2%Prev: 4.4% | 325,745 SH | Increased-27,043 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTA ETF | $4.5M | 1.1% | 172,857 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $11.8M | 2.8%Prev: 2.0% | 181,457 SH | Increased+74,956 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $784K | 0.2%Prev: 0.2% | 16,816 SH | Increased+3,043 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $14.9M | 3.5%Prev: 3.5% | 212,725 SH | Increased-4,658 SH |
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | $2.3M | 0.5%Prev: 0.2% | 27,691 SH | Increased+15,409 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $17.2M | 4.0%Prev: 4.4% | 465,556 SH | Increased-41,480 SH |
| EXXON MOBIL CORP | COM | $393K | 0.1%Prev: 0.1% | 2,874 SH | Increased |
| HOME DEPOT INC | COM | $847K | 0.2%Prev: 0.3% | 2,402 SH | Decreased+38 SH |
| INTEL CORP | COM | $213K | 0.1% | 1,528 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $369K | 0.1%Prev: 0.1% | 501 SH | Increased-46 SH |
| ISHARES TR | CORE S&P500 ETF | $276K | 0.1% | 368 SH | New |
| ISHARES TR | EURO INVESTMENT | $853K | 0.2% | 16,954 SH | New |
| JPMORGAN CHASE & CO | COM | $489K | 0.1%Prev: 0.1% | 1,492 SH | Increased+83 SH |
| MARATHON PETE CORP | COM | $438K | 0.1%Prev: 0.1% | 1,714 SH | Increased-85 SH |
| MICROSOFT CORP | COM | $704K | 0.2%Prev: 0.3% | 1,887 SH | Decreased-27 SH |
| NVIDIA CORPORATION | COM | $249K | 0.1% | 1,243 SH | New |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD AN | $282K | 0.1% | 7,009 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $1.0M | 0.2% | 1,374 SH | New |
| TELEFONAKTIEBOLAGET LM ERICS | ADR B SEK 10 | $214K | 0.1%Prev: 0.0% | 19,201 SH | Increased+44 SH |
| UNION PAC CORP | COM | $206K | 0.0% | 759 SH | New |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $452K | 0.1%Prev: 0.2% | 5,798 SH | Decreased-862 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $1.4M | 0.3%Prev: 0.3% | 19,331 SH | Increased+5,255 SH |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $511K | 0.1%Prev: 0.2% | 10,263 SH | Decreased-6,013 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $4.2M | 1.0%Prev: 1.4% | 86,326 SH | Decreased-7,291 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $924K | 0.2%Prev: 0.3% | 9,579 SH | Increased-407 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $431K | 0.1%Prev: 0.5% | 1,164 SH | Decreased-3,988 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $352K | 0.1%Prev: 0.1% | 5,904 SH | Increased-31 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $496K | 0.1%Prev: 0.2% | 8,518 SH | Decreased-3,770 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $578K | 0.1%Prev: 0.1% | 8,119 SH | Increased-601 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 |