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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 | $9.8M | 6.3%Prev: 6.6% | 127,491 SH | Decreased+2,449 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $211K | 0.1%Prev: 0.1% | 2,344 SH | Decreased+147 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $15.1M | 9.8%Prev: 10.5% | 208,770 SH | Decreased-1,737 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $10.1M | 6.5%Prev: 7.1% | 101,473 SH | Decreased-2,083 SH |
| DIMENSIONAL ETF TRUST | GLOBAL EX US COR | $12.6M | 8.2% | 233,921 SH | New |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $4.7M | 3.0%Prev: 3.1% | 174,862 SH | Decreased-19,402 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $6.3M | 4.1%Prev: 3.9% | 135,462 SH | Decreased+3,983 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $8.1M | 5.2%Prev: 4.8% | 226,306 SH | Decreased+9,652 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $1.6M | 1.0% | 41,147 SH | New |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $416K | 0.3%Prev: 0.2% | 13,123 SH | Increased+2,259 SH |
| ILLINOIS TOOL WKS INC | COM | $216K | 0.1%Prev: 0.1% | 854 SH | Decreased |
| INTERNATIONAL BUSINESS MACHS | COM | $579K | 0.4%Prev: 0.3% | 2,002 SH | Increased |
| ISHARES INC | ESG AWR MSCI EM | $560K | 0.4%Prev: 0.4% | 12,637 SH | Decreased+764 SH |
| ISHARES TR | CORE MSCI EAFE | $212K | 0.1%Prev: 0.1% | 2,399 SH | Decreased |
| ISHARES TR | CORE S&P500 ETF | $308K | 0.2%Prev: 0.2% | 456 SH | Decreased-10 SH |
| ISHARES TR | EAFE VALUE ETF | $373K | 0.2%Prev: 0.2% | 5,460 SH | Increased+655 SH |
| ISHARES TR | ESG AW MSCI EAFE | $560K | 0.4%Prev: 0.3% | 5,937 SH | Decreased+135 SH |
| ISHARES TR | ESG AWR MSCI USA | $804K | 0.5%Prev: 0.5% | 5,465 SH | Decreased+157 SH |
| ISHARES TR | ESG AWRE 1 5 YR | $505K | 0.3%Prev: 0.3% | 19,993 SH | Decreased-1,586 SH |
| ISHARES TR | ESG EAFE ETF | $1.5M | 1.0%Prev: 0.9% | 19,346 SH | Decreased-294 SH |
| ISHARES TR | ESG MSCI USA ETF | $1.2M | 0.8%Prev: 0.8% | 20,610 SH | Decreased+667 SH |
| ISHARES TR | NATIONAL MUN ETF | $748K | 0.5%Prev: 0.3% | 7,023 SH | Increased+1,405 SH |
| ISHARES TR | USD GRN BOND ETF | $794K | 0.5%Prev: 0.5% | 16,522 SH | Decreased-839 SH |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | $1.2M | 0.8%Prev: 0.7% | 27,582 SH | Decreased+1,106 SH |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | $650K | 0.4%Prev: 0.4% | 14,577 SH | Decreased+168 SH |
| PIMCO ETF TR | INTER MUN BD ACT | $8.8M | 5.6%Prev: 3.9% | 167,307 SH | Increased+32,477 SH |
| SPDR SERIES TRUST | NUVEEN ICE HIGH | $1.5M | 1.0% | 59,534 SH | New |
| SPDR SERIES TRUST | PORTFOLIO S&P500 | $256K | 0.2% | 3,231 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $23.2M | 14.9%Prev: 15.2% | 69,776 SH | Decreased-5,081 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $4.6M | 3.0%Prev: 3.1% | 92,234 SH | Decreased-19,410 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $12.6M | 8.1%Prev: 7.8% | 150,554 SH | Decreased-20,412 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $8.7M | 5.6%Prev: 5.4% | 144,881 SH | Decreased-21,744 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $4.2M | 2.7%Prev: 2.7% | 52,168 SH | Decreased-9,399 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $10.4M | 6.7%Prev: 6.8% | 171,629 SH | Decreased-2,140 SH |
| VANGUARD WORLD FD | ESG US CORP BD | $509K | 0.3%Prev: 0.3% | 7,941 SH | Decreased-829 SH |
| WALMART INC | COM | $561K | 0.4%Prev: 0.3% | 5,449 SH | Decreased |
| WHITE MTNS INS GROUP LTD | COM | $512K | 0.3%Prev: 0.3% | 270 SH | Increased+39 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 |