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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 | $343K | 0.2% | 2,520 SH | New |
| ABBVIE INC | COM | $512K | 0.3%Prev: 0.4% | 2,760 SH | Decreased-552 SH |
| ALPS ETF TR | SMITH CORE PLUS | $4.6M | 2.7%Prev: 2.5% | 177,147 SH | Decreased-17,373 SH |
| APPLE INC | COM | $701K | 0.4%Prev: 1.2% | 3,415 SH | Decreased-6,222 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $723K | 0.4%Prev: 0.4% | 1,489 SH | Decreased-317 SH |
| COSTCO WHSL CORP NEW | COM | $241K | 0.1% | 243 SH | New |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $8.4M | 4.9%Prev: 4.9% | 289,467 SH | Decreased-3,741 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $19.0M | 11.0%Prev: 11.1% | 550,740 SH | Decreased-23,580 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $26.6M | 15.4%Prev: 14.5% | 627,820 SH | Decreased-18,605 SH |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | $25.6M | 14.8%Prev: 12.5% | 690,417 SH | Increased+19,615 SH |
| FIDELITY COVINGTON TRUST | VLU FACTOR ETF | $964K | 0.6%Prev: 0.6% | 15,089 SH | Decreased-1,084 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $4.6M | 2.6%Prev: 2.5% | 99,834 SH | Decreased-11,494 SH |
| INVESCO EXCH TRADED FD TR II | EQUAL WEGT 0-30 | $11.8M | 6.8%Prev: 6.5% | 428,870 SH | Decreased-53,943 SH |
| ISHARES TR | CORE MSCI TOTAL | $15.7M | 9.1%Prev: 9.1% | 203,411 SH | Decreased-7,386 SH |
| ISHARES TR | MBS ETF | $11.5M | 6.7%Prev: 6.3% | 122,642 SH | Decreased-11,871 SH |
| ISHARES TR | NATIONAL MUN ETF | $868K | 0.5%Prev: 0.4% | 8,304 SH | Increased+1,344 SH |
| MICROSOFT CORP | COM | $653K | 0.4%Prev: 0.3% | 1,313 SH | Increased-399 SH |
| NVIDIA CORPORATION | COM | $318K | 0.2%Prev: 1.0% | 2,012 SH | Decreased-9,305 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $423K | 0.2% | 685 SH | New |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 VAL | $964K | 0.6% | 10,101 SH | New |
| VANGUARD INDEX FDS | MID CAP ETF | $5.6M | 3.3%Prev: 3.0% | 20,065 SH | Decreased-954 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $20.5M | 11.9%Prev: 10.4% | 36,120 SH | Decreased+986 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $8.6M | 5.0%Prev: 5.1% | 44,264 SH | Decreased-2,554 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $3.2M | 1.9%Prev: 1.7% | 29,498 SH | Decreased-1,010 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 |