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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 | $10.3M | 6.2%Prev: 6.3% | 128,995 SH | Increased+1,504 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $224K | 0.1%Prev: 0.1% | 2,322 SH | Increased-22 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $16.8M | 10.1%Prev: 9.8% | 213,775 SH | Increased+5,005 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $11.2M | 6.7%Prev: 6.5% | 104,736 SH | Increased+3,263 SH |
| DIMENSIONAL ETF TRUST | GLOBAL EX US COR | $13.4M | 8.0%Prev: 8.2% | 253,422 SH | Increased+19,501 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $4.9M | 3.0%Prev: 3.0% | 185,498 SH | Increased+10,636 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $7.0M | 4.2%Prev: 4.1% | 138,142 SH | Increased+2,680 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $8.9M | 5.3%Prev: 5.2% | 228,250 SH | Increased+1,944 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $1.6M | 0.9%Prev: 1.0% | 38,776 SH | Decreased-2,371 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $418K | 0.3%Prev: 0.3% | 12,471 SH | Increased-652 SH |
| ILLINOIS TOOL WKS INC | COM | $217K | 0.1%Prev: 0.1% | 854 SH | Increased |
| INTERNATIONAL BUSINESS MACHS | COM | $606K | 0.4%Prev: 0.4% | 2,002 SH | Increased |
| ISHARES INC | ESG AWR MSCI EM | $580K | 0.3%Prev: 0.4% | 12,646 SH | Increased+9 SH |
| ISHARES TR | CORE MSCI EAFE | $219K | 0.1%Prev: 0.1% | 2,399 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $316K | 0.2%Prev: 0.2% | 456 SH | Increased |
| ISHARES TR | EAFE VALUE ETF | $377K | 0.2%Prev: 0.2% | 5,220 SH | Increased-240 SH |
| ISHARES TR | ESG AW MSCI EAFE | $576K | 0.3%Prev: 0.4% | 5,934 SH | Increased-3 SH |
| ISHARES TR | ESG AWR MSCI USA | $813K | 0.5%Prev: 0.5% | 5,397 SH | Increased-68 SH |
| ISHARES TR | ESG AWRE 1 5 YR | $520K | 0.3%Prev: 0.3% | 20,600 SH | Increased+607 SH |
| ISHARES TR | ESG EAFE ETF | $1.5M | 0.9%Prev: 1.0% | 19,618 SH | Increased+272 SH |
| ISHARES TR | ESG MSCI USA ETF | $1.2M | 0.7%Prev: 0.8% | 20,470 SH | Decreased-140 SH |
| ISHARES TR | NATIONAL MUN ETF | $639K | 0.4%Prev: 0.5% | 5,944 SH | Decreased-1,079 SH |
| ISHARES TR | SHRT NAT MUN ETF | $200K | 0.1% | 1,873 SH | New |
| ISHARES TR | USD GRN BOND ETF | $796K | 0.5%Prev: 0.5% | 16,615 SH | Increased+93 SH |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $2.8M | 1.7% | 55,479 SH | New |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | $1.3M | 0.8%Prev: 0.8% | 27,249 SH | Increased-333 SH |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | $671K | 0.4%Prev: 0.4% | 14,434 SH | Increased-143 SH |
| PIMCO ETF TR | INTER MUN BD ACT | $8.6M | 5.1%Prev: 5.6% | 162,700 SH | Decreased-4,607 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $731K | 0.4% | 22,127 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $24.2M | 14.6%Prev: 14.9% | 71,260 SH | Increased+1,484 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $5.2M | 3.1%Prev: 3.0% | 104,480 SH | Increased+12,246 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $13.4M | 8.0%Prev: 8.1% | 159,878 SH | Increased+9,324 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $9.3M | 5.6%Prev: 5.6% | 154,733 SH | Increased+9,852 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $4.4M | 2.6%Prev: 2.7% | 55,239 SH | Increased+3,071 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $11.2M | 6.7%Prev: 6.7% | 174,418 SH | Increased+2,789 SH |
| VANGUARD WORLD FD | ESG US CORP BD | $541K | 0.3%Prev: 0.3% | 8,491 SH | Increased+550 SH |
| WALMART INC | COM | $616K | 0.4%Prev: 0.4% | 5,449 SH | Increased |
| WHITE MTNS INS GROUP LTD | COM | $502K | 0.3%Prev: 0.3% | 242 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 |