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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 | $497K | 0.1%Prev: 0.2% | 2,046 SH | Decreased+6 SH |
| ALPHABET INC | CAP STK CL C | $350K | 0.1%Prev: 0.1% | 1,438 SH | Decreased+32 SH |
| AMAZON COM INC | COM | $582K | 0.1%Prev: 0.2% | 2,652 SH | Decreased+54 SH |
| AMCOR PLC | ORD | $129K | 0.0% | 15,769 SH | New |
| AMERICAN CENTY ETF TR | AVANTIS US LARG | $6.3M | 1.6%Prev: 2.1% | 82,468 SH | Decreased-6,205 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $7.3M | 1.9%Prev: 2.1% | 92,278 SH | Decreased+1,964 SH |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | $15.9M | 4.1%Prev: 4.8% | 358,277 SH | Decreased-25,887 SH |
| APPLE INC | COM | $2.8M | 0.7%Prev: 0.8% | 10,810 SH | Decreased+218 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $2.7M | 0.7%Prev: 0.8% | 83,023 SH | Decreased+5,978 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $17.9M | 4.6%Prev: 5.2% | 387,794 SH | Decreased+23,265 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $4.6M | 1.2%Prev: 1.4% | 129,057 SH | Decreased-3,132 SH |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | $608K | 0.2% | 11,968 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $87.2M | 22.4% | 2,261,087 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $26.3M | 6.8%Prev: 7.9% | 588,752 SH | Decreased+44,709 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $12.4M | 3.2%Prev: 3.9% | 213,374 SH | Decreased+4,047 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $41.6M | 10.7%Prev: 12.4% | 1,326,522 SH | Decreased+51,433 SH |
| ELI LILLY & CO | COM | $264K | 0.1%Prev: 0.1% | 346 SH | Decreased+2 SH |
| EXXON MOBIL CORP | COM | $422K | 0.1%Prev: 0.1% | 3,742 SH | Decreased |
| INTERNATIONAL BUSINESS MACHS | COM | $292K | 0.1%Prev: 0.1% | 1,035 SH | Increased |
| ISHARES TR | CORE MSCI TOTAL | $677K | 0.2% | 8,195 SH | New |
| ISHARES TR | CORE S&P TTL STK | $920K | 0.2% | 6,316 SH | New |
| JOHNSON & JOHNSON | COM | $226K | 0.1%Prev: 0.1% | 1,219 SH | Decreased |
| JPMORGAN CHASE & CO. | COM | $262K | 0.1% | 831 SH | New |
| MERCK & CO INC | COM | $202K | 0.1%Prev: 0.1% | 2,407 SH | Decreased |
| META PLATFORMS INC | CL A | $453K | 0.1%Prev: 0.1% | 617 SH | Increased+50 SH |
| MICROSOFT CORP | COM | $910K | 0.2%Prev: 0.2% | 1,757 SH | Increased+18 SH |
| NORTHERN TR CORP | COM | $648K | 0.2%Prev: 0.2% | 4,816 SH | Decreased |
| NVIDIA CORPORATION | COM | $356K | 0.1%Prev: 0.1% | 1,910 SH | Decreased |
| ORACLE CORP | COM | $91.9M | 23.6%Prev: 12.2% | 326,903 SH | Increased+10,478 SH |
| PEPSICO INC | COM | $1.2M | 0.3%Prev: 0.3% | 8,329 SH | Increased |
| PROCTER AND GAMBLE CO | COM | $283K | 0.1% | 1,841 SH | New |
| PROGRESSIVE CORP | COM | $3.5M | 0.9%Prev: 0.8% | 14,250 SH | Increased |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $320K | 0.1% | 690 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $391K | 0.1% | 587 SH | New |
| STARBUCKS CORP | COM | $311K | 0.1%Prev: 0.1% | 3,679 SH | Decreased |
| TRANE TECHNOLOGIES PLC | SHS | $221K | 0.1%Prev: 0.1% | 523 SH | Decreased |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $15.3M | 3.9%Prev: 4.5% | 309,077 SH | Decreased-47,381 SH |
| VANGUARD INDEX FDS | VALUE ETF | $218K | 0.1%Prev: 0.1% | 1,168 SH | Decreased+17 SH |
| VANGUARD MALVERN FDS | CORE BD ETF | $13.1M | 3.4%Prev: 3.9% | 167,149 SH | Decreased-25,643 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $8.5M | 2.2%Prev: 2.5% | 166,945 SH | Decreased-21,722 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $21.3M | 5.5%Prev: 6.3% | 266,976 SH | Decreased-37,526 SH |
| WEC ENERGY GROUP INC | COM | $228K | 0.1%Prev: 0.1% | 1,993 SH | Decreased |
| 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 |