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CIK 0001929977 • 6 13F filings • May 2, 2025 – Aug 5, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $267K | 0.1% | 853 SH | New |
| AMAZON COM INC | COM | $496K | 0.1%Prev: 0.1% | 2,150 SH | Increased+64 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $2.1M | 0.6%Prev: 0.6% | 27,638 SH | Increased+66 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $606K | 0.2%Prev: 0.2% | 6,452 SH | Increased+80 SH |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | $11.6M | 3.3%Prev: 3.1% | 265,645 SH | Increased+28,877 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $341K | 0.1%Prev: 0.1% | 3,049 SH | Increased+9 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $1.5M | 0.4%Prev: 0.4% | 14,240 SH | Increased+54 SH |
| APPLE INC | COM | $1.7M | 0.5%Prev: 0.5% | 6,220 SH | Increased+28 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $383K | 0.1%Prev: 0.1% | 1,491 SH | Decreased+6 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $285K | 0.1%Prev: 0.1% | 566 SH | Decreased-3 SH |
| BROADRIDGE FINL SOLUTIONS IN | COM | $244K | 0.1%Prev: 0.1% | 1,095 SH | Decreased-7 SH |
| COLGATE PALMOLIVE CO | COM | $279K | 0.1%Prev: 0.1% | 3,530 SH | Decreased+10 SH |
| COSTCO WHSL CORP NEW | COM | $381K | 0.1%Prev: 0.1% | 442 SH | Decreased-4 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $31.7M | 9.0%Prev: 8.9% | 957,726 SH | Increased+17,934 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $570K | 0.2%Prev: 0.2% | 21,569 SH | Decreased-919 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $348K | 0.1%Prev: 0.1% | 6,970 SH | Increased+32 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $13.9M | 4.0%Prev: 3.9% | 364,574 SH | Increased-4,290 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $285K | 0.1%Prev: 0.1% | 5,914 SH | Increased+55 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $407K | 0.1%Prev: 0.1% | 8,481 SH | Increased+137 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $2.7M | 0.8%Prev: 0.8% | 67,152 SH | Increased-16 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $815K | 0.2%Prev: 0.2% | 10,987 SH | Increased |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $991K | 0.3%Prev: 0.3% | 21,265 SH | Increased+26 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $29.2M | 8.3%Prev: 8.0% | 887,728 SH | Increased+42,612 SH |
| ELI LILLY & CO | COM | $750K | 0.2%Prev: 0.2% | 698 SH | Increased+7 SH |
| EXXON MOBIL CORP | COM | $638K | 0.2%Prev: 0.2% | 5,298 SH | Increased+128 SH |
| HONEYWELL INTL INC | COM | $201K | 0.1%Prev: 0.1% | 1,029 SH | Decreased+12 SH |
| ISHARES TR | CORE S&P SCP ETF | $620K | 0.2%Prev: 0.2% | 5,157 SH | Increased |
| ISHARES TR | CORE S&P TTL STK | $1.4M | 0.4%Prev: 0.4% | 9,610 SH | Decreased-366 SH |
| ISHARES TR | CORE S&P500 ETF | $688K | 0.2%Prev: 0.2% | 1,004 SH | Increased+1 SH |
| ISHARES TR | CRE U S REIT ETF | $384K | 0.1%Prev: 0.1% | 6,748 SH | Decreased |
| ISHARES TR | ESG AWRE 1 5 YR | $226K | 0.1% | 8,939 SH | New |
| ISHARES TR | GLOBAL REIT ETF | $488K | 0.1%Prev: 0.1% | 19,558 SH | Decreased+130 SH |
| ISHARES TR | ISHS 5-10YR INVT | $295K | 0.1%Prev: 0.1% | 5,470 SH | Decreased+18 SH |
| ISHARES TR | NATIONAL MUN ETF | $5.7M | 1.6%Prev: 1.7% | 53,462 SH | Decreased-618 SH |
| ISHARES TR | SHRT NAT MUN ETF | $1.5M | 0.4%Prev: 0.5% | 14,373 SH | Decreased-353 SH |
| ISHARES U S ETF TR | BLOOMBERG ROLL | $235K | 0.1%Prev: 0.1% | 4,813 SH | Increased+535 SH |
| MCKESSON CORP | COM | $313K | 0.1%Prev: 0.1% | 382 SH | Increased+1 SH |
| MICROSOFT CORP | COM | $1.3M | 0.4%Prev: 0.4% | 2,788 SH | Decreased-117 SH |
| NVIDIA CORPORATION | COM | $567K | 0.2%Prev: 0.2% | 3,039 SH | Increased+52 SH |
| PIMCO ETF TR | INTER MUN BD ACT | $300K | 0.1%Prev: 0.1% | 5,722 SH | Increased |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $3.5M | 1.0%Prev: 1.0% | 146,201 SH | Increased+962 SH |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | $350K | 0.1%Prev: 0.1% | 7,696 SH | Decreased-94 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $6.4M | 1.8%Prev: 1.9% | 245,849 SH | Decreased-6,551 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $427K | 0.1%Prev: 0.1% | 15,852 SH | Increased |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $1.2M | 0.4%Prev: 0.3% | 27,878 SH | Increased+374 SH |
| SPDR INDEX SHS FDS | S&P INTL SMLCP | $479K | 0.1%Prev: 0.1% | 11,716 SH | Increased+187 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $884K | 0.3%Prev: 0.3% | 1,296 SH | Decreased-107 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $5.7M | 1.6% | 96,038 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $381K | 0.1%Prev: 0.1% | 607 SH | Increased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $116.8M | 33.3%Prev: 33.7% | 348,344 SH | Increased+1,788 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.2M | 0.3%Prev: 0.4% | 22,707 SH | Decreased-7 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $955K | 0.3%Prev: 0.4% | 18,984 SH | Decreased-5,489 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $12.1M | 3.5%Prev: 3.5% | 144,805 SH | Increased+4,561 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $12.8M | 3.6%Prev: 3.5% | 213,111 SH | Increased+14,323 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $13.5M | 3.8%Prev: 3.5% | 169,053 SH | Increased+21,622 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $824K | 0.2%Prev: 0.2% | 3,747 SH | Increased+29 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $55.2M | 15.8%Prev: 15.5% | 884,270 SH | Increased+12,060 SH |
| VANGUARD WORLD FD | INF TECH ETF | $318K | 0.1%Prev: 0.1% | 422 SH | Increased |
| WALMART INC | COM | $668K | 0.2%Prev: 0.2% | 5,993 SH | Increased-5 SH |
| 13F-HR |
| 0001929977-26-000007 |
| $404.6M |
| View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003689 | $314.3M | View |
| May 1, 2026 | Q1 2026 | 13F-HR | 0001929977-26-000002 | $355.6M | View |
| May 2, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002569 | $280.3M | View |