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CIK 0002008310 • 7 13F filings • Apr 9, 2025 – Oct 14, 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 | |||||
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $7.3M | 6.5% | 130,536 SH | |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $11.9M | 10.5% | 203,263 SH | |
| AMERICAN CENTY ETF TR | US SML CP VALU | $7.5M | 6.6% | 95,978 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $4.1M | 3.6% | 167,755 SH | |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $5.0M | 4.4% | 138,862 SH | |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $6.2M | 5.5% | 235,368 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $1.2M | 1.1% | 41,457 SH | |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $336K | 0.3% | 13,860 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $455K | 0.4% | 2,002 SH | |
| ISHARES INC | ESG AWR MSCI EM | $402K | 0.4% | 12,375 SH | |
| ISHARES TR | CORE S&P500 ETF | $231K | 0.2% | 456 SH | |
| ISHARES TR | EAFE VALUE ETF | $333K | 0.3% | 6,155 SH | |
| ISHARES TR | ESG AW MSCI EAFE | $476K | 0.4% | 6,353 SH | |
| ISHARES TR | ESG AWR MSCI USA | $618K | 0.5% | 5,602 SH | |
| ISHARES TR | ESG AWRE 1 5 YR | $491K | 0.4% | 19,690 SH | |
| ISHARES TR | ESG EAFE ETF | $1.1M | 0.9% | 17,364 SH | |
| ISHARES TR | ESG MSCI USA ETF | $810K | 0.7% | 19,276 SH | |
| ISHARES TR | NATIONAL MUN ETF | $778K | 0.7% | 7,360 SH | |
| ISHARES TR | USD GRN BOND ETF | $748K | 0.7% | 15,849 SH | |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | $894K | 0.8% | 24,176 SH | |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | $446K | 0.4% | 12,830 SH | |
| PIMCO ETF TR | INTER MUN BD ACT | $5.4M | 4.8% | 104,643 SH | |
| SPDR SER TR | NUVEEN BLOOMBERG | $1.4M | 1.2% | 53,916 SH | |
| SPDR SER TR | PORTFOLIO S&P500 | $224K | 0.2% | 3,769 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $17.3M | 15.3% | 69,661 SH | |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $4.5M | 3.9% | 89,172 SH | |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $11.6M | 10.3% | 142,193 SH | |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $8.2M | 7.3% | 137,538 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $3.9M | 3.4% | 49,575 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $8.1M | 7.1% | 172,195 SH | |
| VANGUARD WORLD FD | ESG US CORP BD | $491K | 0.4% | 7,814 SH | |
| WALMART INC | COM | $453K | 0.4% | 5,449 SH | |
| WHITE MTNS INS GROUP LTD | COM | $478K | 0.4% | 270 SH |
| 13F-HR |
| 0001754960-25-000654 |
| $155.0M |
| View |
| Jul 21, 2026 | Q2 2026 | 13F-HR | 0001754960-26-000573 | $182.1M | View |
| Jul 7, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000322 | $147.2M | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000301 | $170.2M | View |
| Apr 9, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000162 | $113.4M | View |