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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 | $9.1M | 6.2%Prev: 6.2% | 130,923 SH | Decreased+728 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $203K | 0.1%Prev: 0.1% | 2,531 SH | Decreased+284 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $14.5M | 9.8%Prev: 10.3% | 207,156 SH | Decreased-9,426 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $9.6M | 6.5%Prev: 6.9% | 101,194 SH | Decreased-5,125 SH |
| DIMENSIONAL ETF TRUST | GLOBAL EX US COR | $12.1M | 8.3% | 227,258 SH | New |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $4.6M | 3.1%Prev: 3.0% | 171,249 SH | Decreased-23,922 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $6.0M | 4.1%Prev: 4.3% | 139,062 SH | Decreased+949 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $7.7M | 5.2%Prev: 5.2% | 232,506 SH | Decreased+8,067 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $1.5M | 1.0%Prev: 0.9% | 41,458 SH | Increased+3,832 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $400K | 0.3%Prev: 0.2% | 13,500 SH | Increased+2,550 SH |
| ILLINOIS TOOL WKS INC | COM | $221K | 0.2%Prev: 0.1% | 854 SH | Decreased |
| INTERNATIONAL BUSINESS MACHS | COM | $584K | 0.4%Prev: 0.3% | 2,002 SH | Increased |
| ISHARES INC | ESG AWR MSCI EM | $495K | 0.3%Prev: 0.3% | 12,502 SH | Decreased+80 SH |
| ISHARES TR | CORE MSCI EAFE | $200K | 0.1%Prev: 0.1% | 2,399 SH | Decreased |
| ISHARES TR | CORE S&P500 ETF | $286K | 0.2%Prev: 0.2% | 456 SH | Decreased-18 SH |
| ISHARES TR | EAFE VALUE ETF | $381K | 0.3%Prev: 0.2% | 5,957 SH | Increased+957 SH |
| ISHARES TR | ESG AW MSCI EAFE | $543K | 0.4%Prev: 0.3% | 6,082 SH | Decreased+177 SH |
| ISHARES TR | ESG AWR MSCI USA | $746K | 0.5%Prev: 0.4% | 5,465 SH | Decreased+78 SH |
| ISHARES TR | ESG AWRE 1 5 YR | $491K | 0.3%Prev: 0.3% | 19,598 SH | Decreased-1,575 SH |
| ISHARES TR | ESG EAFE ETF | $1.3M | 0.9%Prev: 0.9% | 17,410 SH | Decreased-2,253 SH |
| ISHARES TR | ESG MSCI USA ETF | $1.1M | 0.7%Prev: 0.7% | 19,255 SH | Decreased-1,514 SH |
| ISHARES TR | NATIONAL MUN ETF | $764K | 0.5%Prev: 0.4% | 7,326 SH | Increased+1,699 SH |
| ISHARES TR | USD GRN BOND ETF | $744K | 0.5%Prev: 0.5% | 15,693 SH | Decreased-852 SH |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | $1.0M | 0.7%Prev: 0.7% | 24,343 SH | Decreased-1,775 SH |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | $552K | 0.4%Prev: 0.4% | 13,130 SH | Decreased-1,281 SH |
| PIMCO ETF TR | INTER MUN BD ACT | $8.2M | 5.6%Prev: 4.3% | 159,876 SH | Increased+21,060 SH |
| SPDR SERIES TRUST | NUVEEN ICE HIGH | $1.4M | 0.9% | 56,630 SH | New |
| SPDR SERIES TRUST | PORTFOLIO S&P500 | $274K | 0.2% | 3,722 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $21.8M | 14.8%Prev: 14.3% | 70,664 SH | Decreased-5,061 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $4.5M | 3.1%Prev: 3.2% | 90,648 SH | Decreased-19,141 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $12.1M | 8.2%Prev: 8.1% | 146,546 SH | Decreased-19,668 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $8.4M | 5.7%Prev: 5.7% | 141,186 SH | Decreased-21,011 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $4.0M | 2.7%Prev: 2.7% | 50,830 SH | Decreased-7,325 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $9.9M | 6.7%Prev: 6.7% | 173,112 SH | Decreased-4,573 SH |
| VANGUARD WORLD FD | ESG US CORP BD | $489K | 0.3%Prev: 0.3% | 7,750 SH | Decreased-828 SH |
| WALMART INC | COM | $536K | 0.4%Prev: 0.4% | 5,449 SH | Decreased |
| WHITE MTNS INS GROUP LTD | COM | $482K | 0.3%Prev: 0.3% | 270 SH | Decreased+28 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 |