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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 | $672K | 0.4%Prev: 0.4% | 1,920 SH | Decreased |
| AFFIRM HLDGS INC | COM CL A | $521K | 0.3%Prev: 0.3% | 7,000 SH | Increased |
| ALPHABET INC | CAP STK CL C | $955K | 0.5%Prev: 0.4% | 3,042 SH | Increased |
| AMAZON COM INC | COM | $3.3M | 1.9%Prev: 1.9% | 14,379 SH | Increased+60 SH |
| APPLE INC | COM | $560K | 0.3%Prev: 0.4% | 2,059 SH | Decreased-406 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $477K | 0.3%Prev: 0.1% | 949 SH | Increased+473 SH |
| BROADCOM INC | COM | $294K | 0.2%Prev: 0.2% | 850 SH | Increased |
| C3 AI INC | CL A | $907K | 0.5%Prev: 0.7% | 67,276 SH | Decreased |
| CLOUDFLARE INC | CL A COM | $205K | 0.1%Prev: 0.1% | 1,040 SH | Decreased |
| DEERE & CO | COM | $322K | 0.2%Prev: 0.2% | 692 SH | Increased |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $1.5M | 0.8%Prev: 0.9% | 34,321 SH | Decreased-95 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $2.5M | 1.4%Prev: 1.5% | 75,226 SH | Decreased-2,857 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $235K | 0.1%Prev: 0.1% | 6,967 SH | Increased |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $1.1M | 0.6%Prev: 0.6% | 33,956 SH | Increased-253 SH |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | $886K | 0.5%Prev: 0.5% | 16,384 SH | Increased+1,213 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $622K | 0.4%Prev: 0.3% | 23,538 SH | Increased+1,983 SH |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $1.7M | 1.0%Prev: 1.0% | 42,069 SH | Increased+1,589 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $17.1M | 9.8%Prev: 9.4% | 342,883 SH | Increased-1,287 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $2.8M | 1.6%Prev: 1.8% | 74,708 SH | Decreased-6,967 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $221K | 0.1%Prev: 0.1% | 6,978 SH | Increased |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $1.0M | 0.6%Prev: 0.6% | 27,071 SH | Increased+827 SH |
| DIMENSIONAL ETF TRUST | NATIONAL MUNICIP | $2.2M | 1.2%Prev: 1.2% | 44,700 SH | Increased+2,445 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $407K | 0.2%Prev: 0.2% | 8,494 SH | Decreased+4 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $291K | 0.2%Prev: 0.2% | 6,225 SH | Increased |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $67.0M | 38.5%Prev: 38.8% | 1,692,313 SH | Increased-1,966 SH |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | $3.0M | 1.7%Prev: 1.8% | 40,866 SH | Increased+18 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $630K | 0.4%Prev: 0.4% | 16,574 SH | Increased |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $6.3M | 3.6%Prev: 3.7% | 134,352 SH | Decreased-6,892 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $1.6M | 0.9%Prev: 1.0% | 23,472 SH | Increased+2 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $698K | 0.4%Prev: 0.4% | 21,221 SH | Decreased-968 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $4.9M | 2.8%Prev: 2.9% | 82,445 SH | Increased-295 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $28.0M | 16.1%Prev: 15.8% | 854,520 SH | Increased+5,084 SH |
| DOCUSIGN INC | COM | $7.8M | 4.5%Prev: 4.9% | 114,428 SH | Decreased |
| EXXON MOBIL CORP | COM | $208K | 0.1% | 1,731 SH | New |
| HUMANA INC | COM | $407K | 0.2%Prev: 0.2% | 1,587 SH | Decreased |
| INVESCO QQQ TR | UNIT SER 1 | $326K | 0.2%Prev: 0.2% | 530 SH | Increased+25 SH |
| ISHARES TR | CORE S&P500 ETF | $1.2M | 0.7%Prev: 0.6% | 1,800 SH | Increased+384 SH |
| ISHARES TR | EAFE GRWTH ETF | $207K | 0.1% | 2,898 SH | New |
| ISHARES TR | S&P 500 GRWT ETF | $472K | 0.3%Prev: 0.3% | 3,830 SH | Increased |
| MARRIOTT INTL INC NEW | CL A | $342K | 0.2%Prev: 0.2% | 1,102 SH | Increased |
| MOODYS CORP | COM | $493K | 0.3%Prev: 0.3% | 964 SH | Increased |
| NVIDIA CORPORATION | COM | $1.2M | 0.7%Prev: 0.7% | 6,465 SH | Decreased |
| ORACLE CORP | COM | $504K | 0.3%Prev: 0.4% | 2,585 SH | Decreased |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $320K | 0.2%Prev: 0.2% | 13,328 SH | Increased |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $977K | 0.6%Prev: 0.6% | 41,789 SH | Decreased |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $296K | 0.2%Prev: 0.2% | 9,992 SH | Increased |
| SCHWAB STRATEGIC TR | US TIPS ETF | $564K | 0.3%Prev: 0.3% | 21,290 SH | Decreased |
| SPDR GOLD TR | GOLD SHS | $1.7M | 1.0%Prev: 0.9% | 4,278 SH | Increased-31 SH |
| STEEL DYNAMICS INC | COM | $1.2M | 0.7%Prev: 0.6% | 7,291 SH | Increased |
| STERIS PLC | SHS USD | $430K | 0.2%Prev: 0.2% | 1,694 SH | Increased |
| TESLA INC | COM | $2.0M | 1.2%Prev: 1.2% | 4,521 SH | Increased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $216K | 0.1% | 344 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $250K | 0.1%Prev: 0.1% | 747 SH | Increased |
| 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 |