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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 | $339K | 0.2% | 2,530 SH | New |
| ABBVIE INC | COM | $650K | 0.4%Prev: 0.4% | 2,809 SH | Decreased-699 SH |
| ALPHABET INC | CAP STK CL C | $203K | 0.1%Prev: 0.1% | 834 SH | Decreased+18 SH |
| ALPS ETF TR | SMITH CORE PLUS | $4.6M | 2.5%Prev: 2.6% | 177,536 SH | Decreased-68,705 SH |
| APPLE INC | COM | $989K | 0.5%Prev: 1.5% | 3,884 SH | Decreased-8,588 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $680K | 0.4%Prev: 0.5% | 1,352 SH | Decreased-1,137 SH |
| BLACKROCK ETF TRUST | ISHARES INTL EQ | $16.8M | 9.1% | 203,181 SH | New |
| COSTCO WHSL CORP NEW | COM | $225K | 0.1% | 243 SH | New |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $9.2M | 5.0%Prev: 4.3% | 293,148 SH | Decreased+34,529 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $20.0M | 10.8%Prev: 9.8% | 550,930 SH | Decreased-29,193 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $28.6M | 15.5%Prev: 13.1% | 625,919 SH | Decreased+5,884 SH |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | $27.8M | 15.1%Prev: 11.4% | 677,029 SH | Decreased+39,885 SH |
| FIDELITY COVINGTON TRUST | VLU FACTOR ETF | $1.0M | 0.6%Prev: 0.6% | 14,987 SH | Decreased-3,873 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $4.7M | 2.5%Prev: 2.6% | 101,854 SH | Decreased-37,444 SH |
| INVESCO EXCH TRADED FD TR II | EQUAL WEGT 0-30 | $12.1M | 6.6%Prev: 6.2% | 436,484 SH | Decreased-120,415 SH |
| ISHARES TR | MBS ETF | $11.8M | 6.4%Prev: 0.8% | 123,539 SH | Increased+103,257 SH |
| ISHARES TR | NATIONAL MUN ETF | $891K | 0.5%Prev: 0.1% | 8,369 SH | Increased+5,092 SH |
| JPMORGAN CHASE & CO. | COM | $213K | 0.1% | 676 SH | New |
| MICROSOFT CORP | COM | $707K | 0.4%Prev: 0.5% | 1,365 SH | Decreased-1,917 SH |
| NVIDIA CORPORATION | COM | $833K | 0.5%Prev: 1.4% | 4,467 SH | Decreased-12,205 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $203K | 0.1% | 1,111 SH | New |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $332K | 0.2% | 10,395 SH | New |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $275K | 0.1% | 9,460 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $457K | 0.2% | 686 SH | New |
| TESLA INC | COM | $247K | 0.1%Prev: 0.2% | 556 SH | Decreased-824 SH |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 VAL | $1.0M | 0.5% | 10,027 SH | New |
| VANGUARD INDEX FDS | MID CAP ETF | $5.9M | 3.2%Prev: 2.9% | 20,059 SH | Decreased-66,895 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $21.2M | 11.5%Prev: 9.3% | 34,574 SH | Decreased+1,555 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $9.3M | 5.0%Prev: 4.7% | 44,406 SH | Decreased-2,511 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $3.3M | 1.8%Prev: 1.7% | 27,608 SH | Decreased-4,529 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 |