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CIK 0001929328 • 6 13F filings • Aug 14, 2025 – Aug 10, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | $5.2M | 4.3%Prev: 3.9% | 119,282 SH | Increased+19,389 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $10.3M | 8.5%Prev: 7.9% | 135,643 SH | Increased+10,320 SH |
| CISCO SYS INC | COM | $398K | 0.3%Prev: 0.3% | 5,165 SH | Increased |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $2.0M | 1.7%Prev: 1.7% | 61,411 SH | Increased-630 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $7.6M | 6.3%Prev: 5.7% | 199,895 SH | Increased+17,973 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $1.1M | 0.9%Prev: 1.0% | 36,041 SH | Increased |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $5.0M | 4.1%Prev: 4.3% | 102,851 SH | Increased |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $1.8M | 1.5%Prev: 1.5% | 37,395 SH | Increased+451 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $15.4M | 12.8%Prev: 13.1% | 221,175 SH | Increased+1,486 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $8.4M | 7.0%Prev: 6.6% | 255,418 SH | Increased+16,222 SH |
| ENTERPRISE PRODS PARTNERS L | COM | $444K | 0.4%Prev: 0.4% | 13,864 SH | Increased |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | $1.5M | 1.2%Prev: 1.3% | 16,240 SH | Increased |
| INVESCO QQQ TR | UNIT SER 1 | $1.6M | 1.3%Prev: 1.4% | 2,550 SH | Decreased-160 SH |
| ISHARES TR | CORE MSCI TOTAL | $4.0M | 3.3%Prev: 3.4% | 46,808 SH | Increased-568 SH |
| ISHARES TR | CORE S&P SCP ETF | $2.4M | 2.0%Prev: 1.9% | 19,572 SH | Increased+1,520 SH |
| ISHARES TR | CORE S&P500 ETF | $529K | 0.4%Prev: 0.5% | 772 SH | Increased-3 SH |
| ISHARES TR | CORE US AGGBD ET | $1.6M | 1.4%Prev: 1.4% | 16,514 SH | Decreased |
| ISHARES TR | EAFE SML CP ETF | $498K | 0.4%Prev: 0.4% | 6,426 SH | Increased |
| ISHARES TR | MICRO-CAP ETF | $602K | 0.5%Prev: 0.5% | 3,815 SH | Increased |
| ISHARES TR | MSCI EAFE ETF | $395K | 0.3%Prev: 0.3% | 4,112 SH | Increased+462 SH |
| ISHARES TR | RUS 1000 ETF | $19.4M | 16.1%Prev: 16.9% | 51,909 SH | Decreased-1,473 SH |
| ISHARES TR | RUS 1000 GRW ETF | $650K | 0.5%Prev: 0.6% | 1,373 SH | Increased |
| ISHARES TR | RUS 1000 VAL ETF | $449K | 0.4%Prev: 0.4% | 2,137 SH | Increased |
| ISHARES TR | RUS 2000 GRW ETF | $704K | 0.6%Prev: 0.6% | 2,181 SH | Increased |
| ISHARES TR | RUS 2000 VAL ETF | $4.8M | 4.0%Prev: 4.0% | 26,352 SH | Increased |
| ISHARES TR | RUSSELL 2000 ETF | $808K | 0.7%Prev: 0.7% | 3,283 SH | Increased |
| ISHARES TR | RUSSELL 3000 ETF | $737K | 0.6%Prev: 0.6% | 1,906 SH | Increased |
| ISHARES TR | SHRT NAT MUN ETF | $4.9M | 4.1%Prev: 4.3% | 45,920 SH | Decreased-276 SH |
| ISHARES TR | U.S. REAL ES ETF | $344K | 0.3%Prev: 0.3% | 3,660 SH | Decreased |
| ONEOK INC NEW | COM | $364K | 0.3%Prev: 0.3% | 4,952 SH | Increased |
| PLAINS ALL AMERN PIPELINE L | UNIT LTD PARTN | $219K | 0.2%Prev: 0.2% | 12,206 SH | Increased |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $563K | 0.5%Prev: 0.5% | 1,170 SH | Increased |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $763K | 0.6%Prev: 0.7% | 1,260 SH | Increased |
| VANGUARD INDEX FDS | GROWTH ETF | $1.3M | 1.1%Prev: 1.1% | 2,689 SH | Increased |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $873K | 0.7%Prev: 0.8% | 9,865 SH | Decreased-43 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.5M | 1.3%Prev: 1.3% | 4,523 SH | Increased |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | $7.0M | 5.8%Prev: 5.8% | 76,347 SH | Increased+2,047 SH |
| WISDOMTREE TR | EM EX ST-OWNED | $4.5M | 3.7%Prev: 3.6% | 115,678 SH | Increased+6,107 SH |
| 13F-HR |
| 0001929328-26-000008 |
| $141.9M |
| View |
| Jan 8, 2026 | Q2 2025 | 13F-HR/A | 0001929328-26-000005 | $106.5M | View |
| May 4, 2026 | Q1 2026 | 13F-HR | 0001929328-26-000006 | $125.0M | View |