Loading…
CIK 0002126627 • 2 13F filings • May 15, 2026 – Aug 17, 2026
Import this data to Google Sheets with:
=jivedata("sanchez-levi-garrett","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 2 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $1.2M | 0.7%Prev: 0.6% | 3,367 SH | Increased+95 SH |
| ALPHABET INC | CAP STK CL C | $290K | 0.2%Prev: 0.1% | 821 SH | Increased+89 SH |
| AMAZON COM INC | COM | $1.2M | 0.7%Prev: 0.6% | 5,153 SH | Increased+183 SH |
| AMERICAN CENTY ETF TR | AVANTIS RESPON U | $323K | 0.2%Prev: 0.1% | 3,652 SH | Increased+595 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $294K | 0.2%Prev: 0.2% | 3,295 SH | Increased |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $3.1M | 1.7%Prev: 1.8% | 29,716 SH | Increased+703 SH |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | $893K | 0.5%Prev: 0.5% | 18,849 SH | Increased+585 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $1.7M | 0.9%Prev: 0.8% | 13,421 SH | Increased+2,250 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $9.4M | 5.1%Prev: 4.9% | 75,406 SH | Increased+3,959 SH |
| APPLE INC | COM | $5.0M | 2.7%Prev: 2.7% | 17,245 SH | Increased+462 SH |
| APPLIED MATLS INC | COM | $1.2M | 0.7%Prev: 0.4% | 1,698 SH | Increased+15 SH |
| ARES MANAGEMENT CORPORATION | CL A COM STK | $252K | 0.1%Prev: 0.2% | 2,262 SH | Increased+24 SH |
| ASTRAZENECA PLC | ORD | $295K | 0.2%Prev: 0.2% | 1,556 SH | Decreased |
| CATERPILLAR INC | COM | $1.6M | 0.8%Prev: 0.6% | 1,463 SH | Increased+24 SH |
| CISCO SYS INC | COM | $594K | 0.3%Prev: 0.2% | 5,059 SH | Increased+144 SH |
| COSTCO WHOLESALE CORPORATION | COM | $1.5M | 0.8%Prev: 1.1% | 1,655 SH | Decreased-67 SH |
| DEERE & CO | COM | $353K | 0.2%Prev: 0.2% | 556 SH | Increased+4 SH |
| DELTA AIR LINES INC | COM NEW | $712K | 0.4%Prev: 0.3% | 7,599 SH | Increased+5 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $3.7M | 2.0%Prev: 1.9% | 91,573 SH | Increased+1,631 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $3.1M | 1.7%Prev: 1.7% | 75,441 SH | Increased+4,180 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $3.6M | 2.0%Prev: 2.0% | 105,307 SH | Increased+4,507 SH |
| DIMENSIONAL ETF TRUST | SHOR DUR FIX ETF | $236K | 0.1% | 4,938 SH | New |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $452K | 0.2% | 10,191 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $6.0M | 3.3%Prev: 3.3% | 115,989 SH | Increased+18 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROF ETF | $8.9M | 4.8% | 212,437 SH | New |
| DIMENSIONAL ETF TRUST | US REAL ESTA ETF | $358K | 0.2% | 13,695 SH | New |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $277K | 0.2%Prev: 0.1% | 5,940 SH | Increased+385 SH |
| DISNEY WALT CO | COM | $231K | 0.1%Prev: 0.1% | 2,401 SH | Increased+122 SH |
| ELI LILLY & CO | COM | $445K | 0.2%Prev: 0.2% | 371 SH | Increased+32 SH |
| ENBRIDGE INC | COM | $284K | 0.2%Prev: 0.2% | 5,242 SH | Increased |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $1.3M | 0.7%Prev: 0.8% | 38,120 SH | Decreased+3,116 SH |
| ISHARES ETHEREUM TR | SHS | $1.2M | 0.6%Prev: 0.8% | 98,408 SH | Decreased+16,290 SH |
| ISHARES TR | CORE MSCI TOTAL | $288K | 0.2%Prev: 0.2% | 3,022 SH | Increased-110 SH |
| ISHARES TR | CORE S&P500 ETF | $733K | 0.4% | 979 SH | New |
| ISHARES TR | ESG AWARE MSCI | $236K | 0.1%Prev: 0.1% | 4,215 SH | Increased-335 SH |
| ISHARES TR | ESG AWR US AGRGT | $422K | 0.2%Prev: 0.3% | 8,904 SH | Decreased-768 SH |
| ISHARES TR | ESG SELECT SCRE | $2.1M | 1.2%Prev: 1.2% | 41,096 SH | Increased-1,174 SH |
| ISHARES TR | SHRT NAT MUN ETF | $4.1M | 2.2%Prev: 2.6% | 38,400 SH | Increased+164 SH |
| JPMORGAN CHASE & CO | COM | $613K | 0.3%Prev: 0.3% | 1,873 SH | Increased+94 SH |
| KINDER MORGAN INC DEL | COM | $243K | 0.1%Prev: 0.2% | 7,596 SH | Decreased+49 SH |
| MARATHON PETE CORP | COM | $562K | 0.3%Prev: 0.3% | 2,198 SH | Increased+6 SH |
| META PLATFORMS INC | CL A | $536K | 0.3%Prev: 0.3% | 951 SH | Increased+66 SH |
| METLIFE INC | COM | $284K | 0.2%Prev: 0.1% | 3,353 SH | Increased+21 SH |
| MICROSOFT CORP | COM | $3.2M | 1.8%Prev: 2.0% | 8,647 SH | Increased+56 SH |
| NVIDIA CORPORATION | COM | $721K | 0.4%Prev: 0.3% | 3,604 SH | Increased+925 SH |
| SHERWIN WILLIAMS CO | COM | $347K | 0.2%Prev: 0.2% | 1,007 SH | Increased+2 SH |
| SPDR INDEX SHS FDS | ST PORT MARK ETF | $1.3M | 0.7% | 24,409 SH | New |
| SPDR SERIES TRUST | ST PORT HIGH ETF | $625K | 0.3% | 26,682 SH | New |
| SPDR SERIES TRUST | ST STR AGGRE ETF | $1.6M | 0.9% | 63,301 SH | New |
| SPDR SERIES TRUST | ST STR CORPO ETF | $494K | 0.3% | 17,006 SH | New |
| STARBUCKS CORP | COM | $497K | 0.3%Prev: 0.3% | 4,868 SH | Increased-70 SH |
| SUNCOR ENERGY INC NEW | COM | $338K | 0.2%Prev: 0.3% | 6,304 SH | Decreased |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $1.4M | 0.8%Prev: 0.6% | 2,947 SH | Increased |
| TERADYNE INC | COM | $487K | 0.3%Prev: 0.2% | 1,006 SH | Increased+1 SH |
| TESLA INC | COM | $427K | 0.2%Prev: 0.2% | 1,016 SH | Increased+116 SH |
| TRAVELERS COMPANIES INC | COM | $388K | 0.2%Prev: 0.2% | 1,177 SH | Increased+15 SH |
| US BANCORP | COM NEW | $896K | 0.5%Prev: 0.7% | 14,832 SH | Decreased-7,204 SH |
| VANECK ETF TRUST | URANI NUCLE ETF | $338K | 0.2% | 2,914 SH | New |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $1.5M | 0.8%Prev: 0.8% | 29,999 SH | Increased+2,928 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $7.3M | 4.0%Prev: 3.4% | 29,822 SH | Increased+3,751 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $616K | 0.3%Prev: 0.3% | 7,154 SH | Increased+5,962 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $477K | 0.3%Prev: 0.3% | 5,919 SH | Increased+4,337 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $30.3M | 16.4%Prev: 16.8% | 44,132 SH | Increased-731 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $2.1M | 1.1%Prev: 1.1% | 6,831 SH | Increased-148 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $565K | 0.3%Prev: 0.3% | 1,527 SH | Increased |
| VANGUARD INDEX FDS | VALUE ETF | $429K | 0.2%Prev: 0.2% | 1,970 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $6.0M | 3.3%Prev: 3.1% | 100,884 SH | Increased+8,503 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $5.6M | 3.0%Prev: 3.2% | 110,359 SH | Increased+7,955 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $21.8M | 11.8%Prev: 11.7% | 305,851 SH | Increased+13,903 SH |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | $4.1M | 2.2%Prev: 2.6% | 40,227 SH | Increased |
| VANGUARD WORLD FD | ESG INTL STK ETF | $7.6M | 4.1%Prev: 3.9% | 91,904 SH | Increased+4,772 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $12.2M | 6.6%Prev: 6.4% | 92,130 SH | Increased+1,209 SH |
| VISA INC | COM CL A | $203K | 0.1% | 593 SH | New |
| WALMART INC | COM | $434K | 0.2%Prev: 0.3% | 3,832 SH | Decreased+184 SH |