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CIK 0001856042 • 6 13F filings • Apr 23, 2025 – Jul 30, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $332K | 0.2% | 2,500 SH | |
| ABBVIE INC | COM | $576K | 0.4% | 2,750 SH | |
| ALPS ETF TR | SMITH CORE PLUS | $4.3M | 2.8% | 165,544 SH | |
| APPLE INC | COM | $991K | 0.6% | 4,463 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.0M | 0.7% | 1,915 SH | |
| COSTCO WHSL CORP NEW | COM | $230K | 0.1% | 243 SH | |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $7.0M | 4.5% | 270,808 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $16.9M | 10.9% | 542,674 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $23.2M | 15.0% | 603,830 SH | |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | $20.9M | 13.5% | 663,453 SH | |
| FIDELITY COVINGTON TRUST | VLU FACTOR ETF | $849K | 0.5% | 14,240 SH | |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $4.3M | 2.8% | 94,634 SH | |
| INVESCO EXCH TRADED FD TR II | EQUAL WEGT 0-30 | $11.6M | 7.5% | 418,133 SH | |
| ISHARES TR | CORE MSCI TOTAL | $13.8M | 8.9% | 198,113 SH | |
| ISHARES TR | MBS ETF | $12.6M | 8.1% | 133,998 SH | |
| ISHARES TR | NATIONAL MUN ETF | $871K | 0.6% | 8,259 SH | |
| MICROSOFT CORP | COM | $478K | 0.3% | 1,274 SH | |
| NVIDIA CORPORATION | COM | $215K | 0.1% | 1,987 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $271K | 0.2% | 484 SH | |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 VAL | $843K | 0.5% | 9,163 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $5.0M | 3.2% | 19,399 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $18.0M | 11.6% | 35,123 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $7.7M | 5.0% | 41,268 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $226K | 0.1% | 821 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $2.6M | 1.7% | 27,959 SH |
| 13F-HR |
| 0000892712-26-000324 |
| $244.6M |
| View |
| Jul 29, 2025 | Q2 2025 | 13F-HR | 0000892712-25-000085 | $172.4M | View |
| Apr 14, 2026 | Q1 2026 | 13F-HR | 0000892712-26-000212 | $201.3M | View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0000892712-25-000057 | $155.0M | View |