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CIK 0001903273 • 7 13F filings • Apr 16, 2025 – Oct 16, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $316K | 0.1% | 2,046 SH | |
| ALPHABET INC | CAP STK CL C | $225K | 0.1% | 1,438 SH | |
| AMAZON COM INC | COM | $505K | 0.2% | 2,652 SH | |
| AMCOR PLC | ORD | $153K | 0.0% | 15,769 SH | |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $6.3M | 2.0% | 95,170 SH | |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | $14.2M | 4.6% | 330,827 SH | |
| APPLE INC | COM | $2.4M | 0.8% | 10,810 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $2.2M | 0.7% | 83,918 SH | |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $16.9M | 5.5% | 429,500 SH | |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $4.0M | 1.3% | 136,924 SH | |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | $1.9M | 0.6% | 37,660 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $75.4M | 24.5% | 2,286,883 SH | |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $24.0M | 7.8% | 582,391 SH | |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $11.0M | 3.6% | 214,501 SH | |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $37.7M | 12.2% | 1,439,354 SH | |
| ELI LILLY & CO | COM | $255K | 0.1% | 309 SH | |
| EXXON MOBIL CORP | COM | $445K | 0.1% | 3,742 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $257K | 0.1% | 1,035 SH | |
| ISHARES TR | CALIF MUN BD ETF | $348K | 0.1% | 6,185 SH | |
| JOHNSON & JOHNSON | COM | $202K | 0.1% | 1,219 SH | |
| JPMORGAN CHASE & CO. | COM | $204K | 0.1% | 831 SH | |
| MERCK & CO INC | COM | $216K | 0.1% | 2,407 SH | |
| META PLATFORMS INC | CL A | $356K | 0.1% | 617 SH | |
| MICROSOFT CORP | COM | $660K | 0.2% | 1,757 SH | |
| NORTHERN TR CORP | COM | $475K | 0.2% | 4,816 SH | |
| NVIDIA CORPORATION | COM | $207K | 0.1% | 1,910 SH | |
| ORACLE CORP | COM | $46.4M | 15.1% | 331,581 SH | |
| PEPSICO INC | COM | $1.3M | 0.4% | 8,529 SH | |
| PROCTER AND GAMBLE CO | COM | $314K | 0.1% | 1,841 SH | |
| PROGRESSIVE CORP | COM | $4.2M | 1.4% | 15,000 SH | |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $290K | 0.1% | 690 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $332K | 0.1% | 593 SH | |
| STARBUCKS CORP | COM | $361K | 0.1% | 3,679 SH | |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $13.9M | 4.5% | 284,785 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $341K | 0.1% | 1,239 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $202K | 0.1% | 1,168 SH | |
| VANGUARD MALVERN FDS | CORE BD ETF | $11.7M | 3.8% | 151,232 SH | |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $7.8M | 2.5% | 156,274 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $19.4M | 6.3% | 245,514 SH | |
| VISA INC | COM CL A | $202K | 0.1% | 576 SH | |
| WEC ENERGY GROUP INC | COM | $217K | 0.1% | 1,993 SH |
| 13F-HR |
| 0001903273-25-000005 |
| $389.6M |
| View |
| Jul 9, 2026 | Q2 2026 | 13F-HR | 0001903273-26-000003 | $379.6M | View |
| Jul 8, 2025 | Q2 2025 | 13F-HR | 0001903273-25-000004 | $350.5M | View |
| Apr 15, 2026 | Q1 2026 | 13F-HR | 0001903273-26-000002 | $354.8M | View |
| Apr 16, 2025 | Q1 2025 | 13F-HR | 0001903273-25-000002 | $307.9M | View |