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CIK 0002153446 • 3 13F filings • Sep 11, 2026 – Nov 3, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVANTIS CORE FI | $2.6M | 1.9%Prev: 1.5% | 67,059 SH | Increased+16,419 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $5.2M | 3.6%Prev: 3.8% | 55,179 SH | Decreased-660 SH |
| APPLE INC | COM | $1.4M | 1.0%Prev: 0.9% | 4,166 SH | Increased+1 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $747K | 0.5%Prev: 0.5% | 1 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.1M | 0.8%Prev: 0.8% | 2,167 SH | Decreased-8 SH |
| BONDBLOXX ETF TRUST | BLOOMBERG ONE YR | $2.7M | 1.9%Prev: 1.7% | 54,293 SH | Increased+7,007 SH |
| COSTCO WHOLESALE CORPORATION | COM | $259K | 0.2%Prev: 0.2% | 285 SH | Decreased+1 SH |
| DIMENSIONAL ETF TRUST | GLOBAL CR ETF | $388K | 0.3% | 7,478 SH | New |
| DIMENSIONAL ETF TRUST | INTL COR FIX ETF | $2.2M | 1.6%Prev: 2.5% | 43,995 SH | Decreased-23,152 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $14.2M | 9.9%Prev: 9.2% | 341,718 SH | Increased+24,888 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $469K | 0.3%Prev: 0.3% | 8,959 SH | Increased |
| ELEVATION SERIES TRUST | S&P AU DE IN ETF | $447K | 0.3%Prev: 0.1% | 17,625 SH | Increased+9,564 SH |
| EXXONMOBIL HOLDINGS CORP | COM SHS | $321K | 0.2% | 1,972 SH | New |
| FIRST TR EXCHANGE-TRADED FD | VEST LADDERED | $773K | 0.5%Prev: 0.5% | 37,036 SH | Increased+1,254 SH |
| GLOBAL X FDS | 1 3 MO T BI ET | $12.7M | 8.9%Prev: 8.8% | 126,359 SH | Increased+3,039 SH |
| GLOBAL X FDS | GLOBAL X SILVER | $284K | 0.2%Prev: 0.2% | 3,305 SH | Increased |
| INNOVATOR ETFS TRUST | EQUI DEFI 1 APRI | $3.8M | 2.7%Prev: 0.5% | 140,742 SH | Increased+115,877 SH |
| INNOVATOR ETFS TRUST | EQUI DEFI 1 JULY | $3.8M | 2.7%Prev: 0.5% | 125,437 SH | Increased+103,300 SH |
| INNOVATOR ETFS TRUST | EQUITY 1YR JANUA | $3.8M | 2.7%Prev: 0.5% | 133,942 SH | Increased+110,335 SH |
| INNOVATOR ETFS TRUST | EQUITY DEFIN 1YR | $3.8M | 2.7%Prev: 0.5% | 135,923 SH | Increased+111,963 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1.1M | 0.8%Prev: 0.8% | 1,516 SH | Increased+7 SH |
| ISHARES INC | CORE MSCI EMKT | $461K | 0.3%Prev: 0.3% | 5,686 SH | Decreased-177 SH |
| ISHARES TR | CORE S&P500 ETF | $2.0M | 1.4%Prev: 1.4% | 2,635 SH | Increased-29 SH |
| ISHARES TR | EAFE GRWTH ETF | $569K | 0.4%Prev: 0.4% | 4,748 SH | Decreased-35 SH |
| ISHARES TR | EAFE VALUE ETF | $653K | 0.5%Prev: 0.5% | 8,255 SH | Increased-144 SH |
| ISHARES TR | RUS MDCP VAL ETF | $637K | 0.4%Prev: 0.5% | 3,963 SH | Decreased-104 SH |
| ISHARES TR | RUS TP200 GR ETF | $3.3M | 2.3%Prev: 2.3% | 11,046 SH | Increased-109 SH |
| ISHARES TR | RUS TP200 VL ETF | $1.8M | 1.3%Prev: 1.2% | 16,393 SH | Increased+312 SH |
| JABIL INC | COM | $285K | 0.2%Prev: 0.3% | 993 SH | Decreased |
| JANUS DETROIT STR TR | HENDRSN SHRT ETF | $2.5M | 1.8%Prev: 1.6% | 52,336 SH | Increased+6,957 SH |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $1.3M | 0.9%Prev: 0.8% | 26,589 SH | Increased+3,478 SH |
| LAM RESEARCH CORP | COM NEW | $207K | 0.1%Prev: 0.2% | 631 SH | Decreased-9 SH |
| MICROSOFT CORP | COM | $687K | 0.5%Prev: 0.4% | 1,339 SH | Increased-3 SH |
| NEOS ETF TRUST | NEOS S&P 500 HI | $401K | 0.3%Prev: 0.3% | 7,548 SH | Increased |
| NIOCORP DEVS LTD | COM NEW | $92K | 0.1%Prev: 0.1% | 25,500 SH | Decreased+5,000 SH |
| NORFOLK SOUTHN CORP | COM | $309K | 0.2%Prev: 0.2% | 1,000 SH | Decreased |
| NVIDIA CORPORATION | COM | $1.6M | 1.2%Prev: 0.9% | 7,215 SH | Increased+612 SH |
| PEPSICO INC | COM | $223K | 0.2%Prev: 0.2% | 1,756 SH | Decreased |
| PIMCO ETF TR | ACTIVE BD ETF | $8.5M | 5.9%Prev: 5.8% | 97,503 SH | Increased+9,231 SH |
| PIMCO ETF TR | MULTISECTOR BD | $3.5M | 2.4%Prev: 2.5% | 136,472 SH | Decreased+3,587 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $327K | 0.2%Prev: 0.2% | 10,065 SH | Increased |
| SPDR SERIES TRUST | ST STR AGGRE ETF | $5.1M | 3.6%Prev: 4.1% | 208,654 SH | Decreased-18,804 SH |
| SPDR SERIES TRUST | ST STR P400MID | $9.1M | 6.4%Prev: 6.4% | 143,861 SH | Decreased+9,548 SH |
| SPDR SERIES TRUST | ST STR P500ETF | $20.3M | 14.2%Prev: 21.7% | 225,935 SH | Decreased-123,304 SH |
| SPDR SERIES TRUST | ST STR P500GRW | $5.6M | 3.9%Prev: 3.3% | 45,650 SH | Increased+6,051 SH |
| SPDR SERIES TRUST | ST STR P500VAL | $5.1M | 3.6%Prev: 3.1% | 83,100 SH | Increased+12,162 SH |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | $686K | 0.5%Prev: 0.5% | 21,950 SH | Increased |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $669K | 0.5%Prev: 0.6% | 877 SH | Decreased-339 SH |
| STERLING CAP FDS | NATIONAL MUNI BD | $333K | 0.2%Prev: 0.2% | 14,170 SH | Decreased+325 SH |
| STERLING CAP FDS | STERL CAP BD ETF | $3.2M | 2.2% | 134,890 SH | New |
| UNION PAC CORP | COM | $542K | 0.4%Prev: 0.4% | 1,990 SH | Decreased-30 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | $297K | 0.2%Prev: 0.3% | 2,642 SH | Decreased-515 SH |
| WALMART INC | COM | $263K | 0.2%Prev: 0.2% | 2,528 SH | Decreased-38 SH |
| 13F-HR |
| 0001214659-26-011606 |
| $126.6M |
| View |