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CIK 0001631627 • 5 13F filings • May 13, 2025 – Aug 6, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADOBE INC | COM | $307K | 0.0% | 869 SH | New |
| AGILENT TECHNOLOGIES INC | COM | $336K | 0.0%Prev: 0.0% | 2,620 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $856K | 0.1%Prev: 0.1% | 3,521 SH | Decreased+369 SH |
| ALPHABET INC | CAP STK CL C | $643K | 0.1%Prev: 0.1% | 2,640 SH | Decreased+109 SH |
| AMAZON COM INC | COM | $762K | 0.1%Prev: 0.1% | 3,471 SH | Increased+501 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $85.7M | 8.8%Prev: 9.9% | 860,585 SH | Decreased-42,026 SH |
| AMGEN INC | COM | $544K | 0.1%Prev: 0.1% | 1,927 SH | Decreased+55 SH |
| APPLE INC | COM | $7.3M | 0.8%Prev: 0.7% | 28,807 SH | Decreased+3,145 SH |
| APPLIED MATLS INC | COM | $256K | 0.0%Prev: 0.1% | 1,250 SH | Decreased+80 SH |
| ARTIVION INC | COM | $325K | 0.0% | 7,683 SH | New |
| AT&T INC | COM | $282K | 0.0% | 9,968 SH | New |
| BANK AMERICA CORP | COM | $827K | 0.1% | 16,031 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.6M | 0.2%Prev: 0.1% | 3,114 SH | Increased |
| BLACKSTONE INC | COM | $1.4M | 0.1%Prev: 0.1% | 8,250 SH | Increased+200 SH |
| BOEING CO | COM | $895K | 0.1%Prev: 0.1% | 4,147 SH | Increased+126 SH |
| BROADCOM INC | COM | $1.7M | 0.2%Prev: 0.1% | 5,275 SH | Increased+1,075 SH |
| CATERPILLAR INC | COM | $466K | 0.0%Prev: 0.1% | 977 SH | Decreased-1 SH |
| CHEVRON CORP NEW | COM | $429K | 0.0% | 2,761 SH | New |
| CISCO SYS INC | COM | $305K | 0.0%Prev: 0.0% | 4,451 SH | Decreased+1,321 SH |
| CITIGROUP INC | COM NEW | $265K | 0.0%Prev: 0.0% | 2,607 SH | Decreased |
| COCA COLA CO | COM | $393K | 0.0%Prev: 0.0% | 5,920 SH | Decreased |
| CONSOLIDATED EDISON INC | COM | $230K | 0.0% | 2,285 SH | New |
| COSTCO WHSL CORP NEW | COM | $4.4M | 0.5% | 4,794 SH | New |
| DARDEN RESTAURANTS INC | COM | $276K | 0.0%Prev: 0.0% | 1,451 SH | Decreased |
| DEERE & CO | COM | $1.6M | 0.2%Prev: 0.2% | 3,452 SH | Decreased-283 SH |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $49.7M | 5.1% | 1,161,912 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | $1.3M | 0.1% | 30,813 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $63.0M | 6.5%Prev: 7.0% | 1,964,109 SH | Decreased+10,421 SH |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | $780K | 0.1%Prev: 0.1% | 14,647 SH | Decreased-7,625 SH |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $3.4M | 0.3%Prev: 0.3% | 81,910 SH | Decreased-4,062 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $142.5M | 14.7%Prev: 13.8% | 4,344,885 SH | Decreased+127,796 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $3.6M | 0.4%Prev: 0.7% | 74,924 SH | Decreased-89,281 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $92.2M | 9.5% | 2,441,054 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $27.5M | 2.8%Prev: 2.8% | 615,583 SH | Decreased+39,866 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $1.7M | 0.2%Prev: 0.2% | 39,159 SH | Decreased-12,156 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $46.5M | 4.8%Prev: 4.6% | 798,679 SH | Decreased+56,918 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $3.2M | 0.3%Prev: 0.3% | 101,922 SH | Decreased+425 SH |
| EATON CORP PLC | SHS | $857K | 0.1%Prev: 0.1% | 2,291 SH | Decreased |
| EDWARDS LIFESCIENCES CORP | COM | $306K | 0.0%Prev: 0.0% | 3,936 SH | Decreased |
| ELI LILLY & CO | COM | $1.0M | 0.1%Prev: 0.1% | 1,335 SH | Decreased+300 SH |
| EMERSON ELEC CO | COM | $269K | 0.0%Prev: 0.0% | 2,050 SH | Decreased |
| EXXON MOBIL CORP | COM | $982K | 0.1%Prev: 0.1% | 8,706 SH | Decreased+1,221 SH |
| FREEPORT-MCMORAN INC | CL B | $818K | 0.1% | 20,846 SH | New |
| GENERAL DYNAMICS CORP | COM | $251K | 0.0%Prev: 0.0% | 737 SH | Decreased |
| HOME DEPOT INC | COM | $539K | 0.1%Prev: 0.0% | 1,330 SH | Increased+408 SH |
| IDACORP INC | COM | $1.8M | 0.2%Prev: 0.2% | 13,298 SH | Decreased-84 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $271K | 0.0% | 960 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $552K | 0.1%Prev: 0.1% | 919 SH | Decreased |
| IRON MTN INC DEL | COM | $204K | 0.0%Prev: 0.0% | 2,000 SH | Decreased |
| ISHARES INC | ESG AWR MSCI EM | $378K | 0.0%Prev: 0.0% | 8,711 SH | Decreased-763 SH |
| ISHARES TR | CORE S&P TTL STK | $475K | 0.0%Prev: 0.5% | 3,263 SH | Decreased-28,613 SH |
| ISHARES TR | CORE S&P500 ETF | $579K | 0.1%Prev: 0.1% | 865 SH | Decreased-121 SH |
| ISHARES TR | CORE US AGGBD ET | $453K | 0.0%Prev: 0.1% | 4,518 SH | Decreased-1,793 SH |
| ISHARES TR | PFD AND INCM SEC | $910K | 0.1% | 28,777 SH | New |
| JBT MAREL CORPORATION | COM | $663K | 0.1%Prev: 0.1% | 4,720 SH | Decreased |
| JOHNSON & JOHNSON | COM | $911K | 0.1%Prev: 0.1% | 4,916 SH | Decreased+172 SH |
| JPMORGAN CHASE & CO. | COM | $3.4M | 0.3% | 10,627 SH | New |
| KKR & CO INC | COM | $1.3M | 0.1%Prev: 0.1% | 9,762 SH | Increased |
| LOCKHEED MARTIN CORP | COM | $622K | 0.1%Prev: 0.1% | 1,246 SH | Decreased |
| LOEWS CORP | COM | $243K | 0.0%Prev: 0.0% | 2,424 SH | Decreased |
| LOWES COS INC | COM | $802K | 0.1%Prev: 0.1% | 3,191 SH | Increased+563 SH |
| MANHATTAN BRDG CAP INC | COM | $13K | 0.0%Prev: 0.0% | 12,959 SH | Decreased |
| MARATHON PETE CORP | COM | $741K | 0.1%Prev: 0.1% | 3,842 SH | Increased+1,027 SH |
| MARRIOTT INTL INC NEW | CL A | $291K | 0.0%Prev: 0.0% | 1,116 SH | Decreased |
| MCDONALDS CORP | COM | $303K | 0.0%Prev: 0.0% | 997 SH | Increased |
| MCKESSON CORP | COM | $358K | 0.0%Prev: 0.0% | 463 SH | Increased-2 SH |
| META PLATFORMS INC | CL A | $1.5M | 0.2%Prev: 0.1% | 2,065 SH | Increased+196 SH |
| MICROCHIP TECHNOLOGY INC. | COM | $400K | 0.0%Prev: 0.1% | 6,226 SH | Decreased-405 SH |
| MICRON TECHNOLOGY INC | COM | $2.6M | 0.3%Prev: 1.2% | 15,363 SH | Decreased+3,424 SH |
| MICROSOFT CORP | COM | $6.3M | 0.6%Prev: 0.4% | 12,100 SH | Increased-151 SH |
| MONDELEZ INTL INC | CL A | $220K | 0.0%Prev: 0.0% | 3,520 SH | Increased |
| MORGAN STANLEY ETF TRUST | CALVERT INTERNAT | $329K | 0.0% | 4,815 SH | New |
| MORGAN STANLEY ETF TRUST | CALVERT US LARCP | $1.7M | 0.2%Prev: 0.2% | 20,720 SH | Decreased-1,597 SH |
| NORTHROP GRUMMAN CORP | COM | $290K | 0.0%Prev: 0.0% | 476 SH | Increased |
| NVIDIA CORPORATION | COM | $504K | 0.1%Prev: 0.0% | 2,701 SH | Increased+418 SH |
| ONEOK INC NEW | COM | $396K | 0.0%Prev: 0.0% | 5,427 SH | Increased+2,469 SH |
| ORACLE CORP | COM | $2.1M | 0.2%Prev: 0.1% | 7,362 SH | Increased+406 SH |
| PACKAGING CORP AMER | COM | $1.5M | 0.2%Prev: 0.1% | 7,074 SH | Decreased |
| PAN AMERN SILVER CORP | COM | $246K | 0.0%Prev: 0.0% | 6,342 SH | Increased+1,209 SH |
| PAYCHEX INC | COM | $371K | 0.0%Prev: 0.0% | 2,924 SH | Increased |
| PEPSICO INC | COM | $398K | 0.0%Prev: 0.0% | 2,833 SH | Increased |
| PHILIP MORRIS INTL INC | COM | $243K | 0.0%Prev: 0.0% | 1,499 SH | Decreased+100 SH |
| PROCTER AND GAMBLE CO | COM | $208K | 0.0% | 1,352 SH | New |
| PROSHARES TR | SHORT QQQ | $395K | 0.0%Prev: 0.0% | 12,730 SH | Increased-190 SH |
| PROSHARES TR | SHORT S&P 500 NE | $427K | 0.0% | 11,565 SH | New |
| QUANTA SVCS INC | COM | $850K | 0.1%Prev: 0.1% | 2,050 SH | Decreased |
| RTX CORPORATION | COM | $610K | 0.1%Prev: 0.1% | 3,645 SH | Decreased-41 SH |
| SCHWAB CHARLES CORP | COM | $655K | 0.1%Prev: 0.1% | 6,865 SH | Increased+179 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $880K | 0.1% | 1,321 SH | New |
| SPDR SERIES TRUST | NUVEEN ICE SHORT | $3.3M | 0.3% | 68,553 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $204K | 0.0% | 731 SH | New |
| TARGET CORP | COM | $324K | 0.0%Prev: 0.0% | 3,611 SH | Increased+1,451 SH |
| TESLA INC | COM | $794K | 0.1%Prev: 0.1% | 1,786 SH | Increased |
| UNION PAC CORP | COM | $218K | 0.0%Prev: 0.0% | 921 SH | Decreased+100 SH |
| UNITEDHEALTH GROUP INC | COM | $227K | 0.0% | 657 SH | New |
| US BANCORP DEL | COM NEW | $2.4M | 0.3% | 50,346 SH | New |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $98.8M | 10.2%Prev: 9.6% | 1,252,378 SH | Decreased-144,508 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $2.8M | 0.3%Prev: 0.2% | 38,216 SH | Increased-85 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $4.7M | 0.5%Prev: 0.4% | 15,915 SH | Increased-41,147 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $8.9M | 0.9%Prev: 0.8% | 14,493 SH | Decreased+740 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $208K | 0.0%Prev: 0.0% | 995 SH | Decreased+54 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $8.3M | 0.9%Prev: 0.8% | 32,469 SH | Decreased+3,923 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $151.5M | 15.6%Prev: 15.0% | 461,768 SH | Decreased+866 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $94.2M | 9.7%Prev: 9.2% | 1,177,999 SH | Decreased-145,785 SH |
| VISA INC | COM CL A | $210K | 0.0% | 615 SH | New |
| WALMART INC | COM | $1.3M | 0.1%Prev: 0.1% | 12,256 SH | Decreased+146 SH |
| WASTE MGMT INC DEL | COM | $644K | 0.1%Prev: 0.0% | 2,915 SH | Increased+970 SH |
| WELLS FARGO CO NEW | COM | $253K | 0.0% | 3,014 SH | New |
| WHITESTONE REIT | COM | $145K | 0.0% | 11,821 SH | New |
| WILLIAMS COS INC | COM | $273K | 0.0%Prev: 0.0% | 4,314 SH | Decreased |
| 13F-HR |
| 0001172661-25-003147 |
| $897.4M |
| View |
| Apr 28, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001549 | $1.03B | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001780 | $813.8M | View |