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CIK 0001905665 • 7 13F filings • Apr 8, 2025 – Jul 8, 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 | |||||
|---|---|---|---|---|---|
| ADOBE INC | COM | $736K | 0.5% | 1,920 SH | |
| AFFIRM HLDGS INC | COM CL A | $316K | 0.2% | 7,000 SH | |
| ALPHABET INC | CAP STK CL C | $475K | 0.3% | 3,040 SH | |
| AMAZON COM INC | COM | $2.7M | 1.9% | 14,319 SH | |
| APPLE INC | COM | $548K | 0.4% | 2,465 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $233K | 0.2% | 438 SH | |
| C3 AI INC | CL A | $1.4M | 1.0% | 67,276 SH | |
| DEERE & CO | COM | $325K | 0.2% | 692 SH | |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $1.4M | 1.0% | 34,386 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $2.1M | 1.5% | 78,942 SH | |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $901K | 0.6% | 34,785 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $381K | 0.3% | 14,495 SH | |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $1.7M | 1.2% | 39,374 SH | |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $14.0M | 9.8% | 355,955 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $2.6M | 1.8% | 82,599 SH | |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $762K | 0.5% | 26,153 SH | |
| DIMENSIONAL ETF TRUST | NATIONAL MUNICIP | $1.9M | 1.3% | 38,975 SH | |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $407K | 0.3% | 8,570 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $365K | 0.3% | 9,506 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $54.6M | 38.3% | 1,654,632 SH | |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | $2.2M | 1.5% | 35,724 SH | |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $6.0M | 4.2% | 144,613 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $1.4M | 1.0% | 23,576 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $491K | 0.3% | 17,447 SH | |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $4.3M | 3.0% | 83,460 SH | |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $21.2M | 14.9% | 810,617 SH | |
| DOCUSIGN INC | COM | $9.3M | 6.5% | 114,428 SH | |
| EXXON MOBIL CORP | COM | $206K | 0.1% | 1,731 SH | |
| HUMANA INC | COM | $420K | 0.3% | 1,587 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $237K | 0.2% | 505 SH | |
| ISHARES TR | CORE S&P500 ETF | $805K | 0.6% | 1,433 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $356K | 0.2% | 3,830 SH | |
| MARRIOTT INTL INC NEW | CL A | $262K | 0.2% | 1,102 SH | |
| MOODYS CORP | COM | $449K | 0.3% | 964 SH | |
| NVIDIA CORPORATION | COM | $587K | 0.4% | 5,415 SH | |
| ORACLE CORP | COM | $361K | 0.3% | 2,585 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $264K | 0.2% | 13,328 SH | |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $968K | 0.7% | 41,789 SH | |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $266K | 0.2% | 9,992 SH | |
| SCHWAB STRATEGIC TR | US TIPS ETF | $572K | 0.4% | 21,290 SH | |
| SPDR GOLD TR | GOLD SHS | $1.2M | 0.9% | 4,285 SH | |
| STEEL DYNAMICS INC | COM | $912K | 0.6% | 7,291 SH | |
| STERIS PLC | SHS USD | $384K | 0.3% | 1,694 SH | |
| TESLA INC | COM | $1.2M | 0.8% | 4,521 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $205K | 0.1% | 747 SH |
| 13F-HR |
| 0001905665-25-000006 |
| $168.5M |
| View |
| Jul 8, 2026 | Q2 2026 | 13F-HR | 0001905665-26-000004 | $209.4M | View |
| Jul 14, 2025 | Q2 2025 | 13F-HR | 0001905665-25-000005 | $159.0M | View |
| Apr 9, 2026 | Q1 2026 | 13F-HR | 0001905665-26-000003 | $190.7M | View |
| Apr 8, 2025 | Q1 2025 | 13F-HR/A | 0001905665-25-000004 | $142.3M | View |