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CIK 0002060368 • 6 13F filings • Apr 28, 2025 – Aug 5, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $7.8M | 5.0%Prev: 5.1% | 101,306 SH | Increased-2,413 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $8.2M | 5.3%Prev: 5.2% | 108,446 SH | Increased-463 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $3.5M | 2.3%Prev: 2.3% | 34,694 SH | Increased-304 SH |
| APPLE INC | COM | $1.8M | 1.2%Prev: 1.1% | 6,649 SH | Increased |
| ARGAN INC | COM | $251K | 0.2%Prev: 0.1% | 800 SH | Increased |
| DAVE INC | CLASS A COM NEW | $413K | 0.3%Prev: 0.2% | 1,866 SH | Increased |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $228K | 0.1%Prev: 0.1% | 6,900 SH | Increased |
| DIMENSIONAL ETF TRUST | GLOBAL EX US COR | $4.5M | 2.9%Prev: 2.8% | 84,941 SH | Increased+5,745 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $10.8M | 7.0%Prev: 7.3% | 283,908 SH | Decreased-9,454 SH |
| GOLDMAN SACHS ETF TR | ACTIVEBETA INT | $30.7M | 19.8%Prev: 19.5% | 714,410 SH | Increased-6,913 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $401K | 0.3%Prev: 0.3% | 2,094 SH | Increased |
| INVESCO QQQ TR | UNIT SER 1 | $1.2M | 0.8%Prev: 0.8% | 1,930 SH | Increased |
| ISHARES INC | ESG AWR MSCI EM | $1.4M | 0.9%Prev: 0.9% | 31,462 SH | Increased+281 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $2.4M | 1.6%Prev: 1.3% | 23,642 SH | Increased+4,521 SH |
| ISHARES TR | CALIF MUN BD ETF | $5.3M | 3.4%Prev: 3.5% | 92,457 SH | Increased+528 SH |
| ISHARES TR | ESG AW MSCI EAFE | $3.3M | 2.1%Prev: 2.1% | 34,636 SH | Increased-322 SH |
| ISHARES TR | EXPND TEC SC ETF | $232K | 0.1%Prev: 0.1% | 1,800 SH | Increased |
| ISHARES TR | MRGSTR MD CP GRW | $6.9M | 4.4%Prev: 4.7% | 86,162 SH | Decreased+478 SH |
| ISHARES TR | SHRT NAT MUN ETF | $577K | 0.4%Prev: 0.4% | 5,411 SH | Decreased |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $3.2M | 2.1%Prev: 2.0% | 62,997 SH | Increased+2,833 SH |
| MICROSOFT CORP | COM | $872K | 0.6%Prev: 0.6% | 1,804 SH | Decreased |
| NVIDIA CORPORATION | COM | $825K | 0.5%Prev: 0.6% | 4,424 SH | Decreased-256 SH |
| ORACLE CORP | COM | $303K | 0.2%Prev: 0.2% | 1,556 SH | Decreased+356 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $218K | 0.1%Prev: 0.1% | 7,937 SH | Increased |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $642K | 0.4%Prev: 0.4% | 19,694 SH | Increased |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 VAL | $228K | 0.1%Prev: 0.1% | 2,255 SH | Increased |
| VANGUARD INDEX FDS | GROWTH ETF | $354K | 0.2%Prev: 0.2% | 726 SH | Increased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $370K | 0.2%Prev: 0.2% | 590 SH | Increased+8 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.2M | 0.8%Prev: 0.8% | 3,659 SH | Decreased-164 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $30.8M | 19.9%Prev: 20.0% | 623,127 SH | Increased+23,948 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $2.9M | 1.9%Prev: 1.4% | 34,422 SH | Increased+8,367 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $3.2M | 2.0%Prev: 2.0% | 39,592 SH | Increased+1,018 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.2M | 0.7%Prev: 0.7% | 5,265 SH | Increased+9 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $804K | 0.5%Prev: 0.5% | 12,875 SH | Increased-70 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $257K | 0.2%Prev: 0.2% | 1,793 SH | Increased |
| VANGUARD WORLD FD | ESG US STK ETF | $17.9M | 11.5%Prev: 11.6% | 147,614 SH | Increased-1,445 SH |
| 13F-HR |
| 0001941040-26-000514 |
| $167.0M |
| View |
| Jul 30, 2025 | Q2 2025 | 13F-HR | 0001941040-25-000380 | $138.8M | View |
| Apr 29, 2026 | Q1 2026 | 13F-HR | 0001941040-26-000281 | $154.0M | View |
| Apr 28, 2025 | Q1 2025 | 13F-HR | 0001941040-25-000239 | $112.1M | View |