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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 | $10.5M | 6.2%Prev: 6.5% | 130,195 SH | Increased-341 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $224K | 0.1% | 2,247 SH | New |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $17.5M | 10.3%Prev: 10.5% | 216,582 SH | Increased+13,319 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $11.7M | 6.9%Prev: 6.6% | 106,319 SH | Increased+10,341 SH |
| DIMENSIONAL ETF TRUST | DIMENSIONAL INTE | $13.8M | 8.1% | 262,958 SH | New |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $5.2M | 3.0%Prev: 3.6% | 195,171 SH | Increased+27,416 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $7.3M | 4.3%Prev: 4.4% | 138,113 SH | Increased-749 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $8.9M | 5.2%Prev: 5.5% | 224,439 SH | Increased-10,929 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $1.5M | 0.9%Prev: 1.1% | 37,626 SH | Increased-3,831 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $372K | 0.2%Prev: 0.3% | 10,950 SH | Increased-2,910 SH |
| ILLINOIS TOOL WKS INC | COM | $222K | 0.1% | 854 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $485K | 0.3%Prev: 0.4% | 2,002 SH | Increased |
| ISHARES INC | ESG AWR MSCI EM | $565K | 0.3%Prev: 0.4% | 12,422 SH | Increased+47 SH |
| ISHARES TR | CORE MSCI EAFE | $217K | 0.1% | 2,399 SH | New |
| ISHARES TR | CORE S&P500 ETF | $310K | 0.2%Prev: 0.2% | 474 SH | Increased+18 SH |
| ISHARES TR | EAFE VALUE ETF | $372K | 0.2%Prev: 0.3% | 5,000 SH | Increased-1,155 SH |
| ISHARES TR | ESG AW MSCI EAFE | $565K | 0.3%Prev: 0.4% | 5,905 SH | Increased-448 SH |
| ISHARES TR | ESG AWR MSCI USA | $762K | 0.4%Prev: 0.5% | 5,387 SH | Increased-215 SH |
| ISHARES TR | ESG AWRE 1 5 YR | $531K | 0.3%Prev: 0.4% | 21,173 SH | Increased+1,483 SH |
| ISHARES TR | ESG EAFE ETF | $1.5M | 0.9%Prev: 0.9% | 19,663 SH | Increased+2,299 SH |
| ISHARES TR | ESG MSCI USA ETF | $1.1M | 0.7%Prev: 0.7% | 20,769 SH | Increased+1,493 SH |
| ISHARES TR | NATIONAL MUN ETF | $597K | 0.4%Prev: 0.7% | 5,627 SH | Decreased-1,733 SH |
| ISHARES TR | USD GRN BOND ETF | $785K | 0.5%Prev: 0.7% | 16,545 SH | Increased+696 SH |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $4.6M | 2.7% | 92,000 SH | New |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | $1.2M | 0.7%Prev: 0.8% | 26,118 SH | Increased+1,942 SH |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | $649K | 0.4%Prev: 0.4% | 14,411 SH | Increased+1,581 SH |
| PIMCO ETF TR | INTER MUN BD ACT | $7.2M | 4.3%Prev: 4.8% | 138,816 SH | Increased+34,173 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $667K | 0.4% | 20,352 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $24.3M | 14.3%Prev: 15.3% | 75,725 SH | Increased+6,064 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $5.5M | 3.2%Prev: 3.9% | 109,789 SH | Increased+20,617 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $13.8M | 8.1%Prev: 10.3% | 166,214 SH | Increased+24,021 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $9.7M | 5.7%Prev: 7.3% | 162,197 SH | Increased+24,659 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $4.6M | 2.7%Prev: 3.4% | 58,155 SH | Increased+8,580 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $11.4M | 6.7%Prev: 7.1% | 177,685 SH | Increased+5,490 SH |
| VANGUARD WORLD FD | ESG US CORP BD | $539K | 0.3%Prev: 0.4% | 8,578 SH | Increased+764 SH |
| WALMART INC | COM | $677K | 0.4%Prev: 0.4% | 5,449 SH | Increased |
| WHITE MTNS INS GROUP LTD | COM | $532K | 0.3%Prev: 0.4% | 242 SH | Increased-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 |