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CIK 0002031291 • 6 13F filings • May 8, 2025 – Jul 28, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $206K | 0.1% | 1,401 SH | |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $253K | 0.1% | 4,200 SH | |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $11.6M | 4.8% | 165,946 SH | |
| AMERICAN CENTY ETF TR | US EQT ETF | $518K | 0.2% | 5,603 SH | |
| AMERICAN CENTY ETF TR | US SML CP VALU | $3.4M | 1.4% | 38,592 SH | |
| APPLE INC | COM | $1.5M | 0.6% | 6,829 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $346K | 0.1% | 650 SH | |
| CHEVRON CORP NEW | COM | $290K | 0.1% | 1,731 SH | |
| COLGATE PALMOLIVE CO | COM | $257K | 0.1% | 2,740 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $10.3M | 4.3% | 388,385 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $279K | 0.1% | 10,628 SH | |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $15.1M | 6.3% | 384,394 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $942K | 0.4% | 30,172 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $1.9M | 0.8% | 66,788 SH | |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $645K | 0.3% | 24,960 SH | |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $4.7M | 2.0% | 160,836 SH | |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $5.1M | 2.1% | 107,085 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $1.0M | 0.4% | 26,470 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $32.1M | 13.4% | 973,756 SH | |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $2.7M | 1.1% | 44,764 SH | |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $412K | 0.2% | 12,430 SH | |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $11.9M | 5.0% | 289,974 SH | |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $1.9M | 0.8% | 80,000 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $1.4M | 0.6% | 23,599 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $483K | 0.2% | 17,147 SH | |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $23.1M | 9.6% | 448,804 SH | |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $2.2M | 0.9% | 84,389 SH | |
| EA SERIES TRUST | EA BRIDGEWAY OMN | $22.0M | 9.2% | 1,131,897 SH | |
| GLOBAL X FDS | GLOBX SUPDV US | $265K | 0.1% | 14,089 SH | |
| ISHARES INC | CORE MSCI EMKT | $1.5M | 0.6% | 27,703 SH | |
| ISHARES TR | 0-5YR HI YL CP | $1.2M | 0.5% | 28,854 SH | |
| ISHARES TR | CORE DIV GRWTH | $269K | 0.1% | 4,356 SH | |
| ISHARES TR | CORE MSCI INTL | $10.1M | 4.2% | 145,957 SH | |
| ISHARES TR | CORE MSCI TOTAL | $698K | 0.3% | 9,995 SH | |
| ISHARES TR | CORE S&P TTL STK | $22.2M | 9.3% | 181,991 SH | |
| ISHARES TR | EAFE SML CP ETF | $1.0M | 0.4% | 15,896 SH | |
| ISHARES TR | EAFE VALUE ETF | $555K | 0.2% | 9,423 SH | |
| ISHARES TR | ISHS 5-10YR INVT | $1.3M | 0.5% | 23,970 SH | |
| ISHARES TR | MSCI INTL VLU FT | $1.6M | 0.7% | 54,112 SH | |
| ISHARES TR | RUS 2000 VAL ETF | $1.2M | 0.5% | 8,216 SH | |
| ISHARES TR | SELECT DIVID ETF | $1.0M | 0.4% | 7,720 SH | |
| ISHARES TR | SP SMCP600VL ETF | $847K | 0.4% | 8,693 SH | |
| JPMORGAN CHASE & CO. | COM | $602K | 0.3% | 2,455 SH | |
| MICROSOFT CORP | COM | $246K | 0.1% | 656 SH | |
| NATIONAL BK HLDGS CORP | CL A | $4.1M | 1.7% | 106,976 SH | |
| NVIDIA CORPORATION | COM | $267K | 0.1% | 2,462 SH | |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $258K | 0.1% | 12,002 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $908K | 0.4% | 32,465 SH | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $821K | 0.3% | 31,348 SH | |
| SPDR SER TR | PORTFOLI S&P1500 | $479K | 0.2% | 7,048 SH | |
| TRAEGER INC | COMMON STOCK | $19K | 0.0% | 11,434 SH | |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | $348K | 0.1% | 1,040 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $454K | 0.2% | 5,804 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $1.2M | 0.5% | 16,978 SH | |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $904K | 0.4% | 5,628 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $2.2M | 0.9% | 10,048 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $7.5M | 3.1% | 27,277 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $1.2M | 0.5% | 7,197 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $695K | 0.3% | 15,366 SH | |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $3.9M | 1.6% | 77,323 SH | |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $9.7M | 4.1% | 163,715 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $2.5M | 1.0% | 48,632 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $524K | 0.2% | 966 SH | |
| VANGUARD WORLD FD | MEGA GRWTH IND | $718K | 0.3% | 2,325 SH |
| 13F-HR |
| 0001725547-26-000255 |
| $415.3M |
| View |
| Jul 16, 2025 | Q2 2025 | 13F-HR | 0001725547-25-003446 | $271.4M | View |
| Apr 24, 2026 | Q1 2026 | 13F-HR | 0001725547-26-000162 | $359.8M | View |
| May 8, 2025 | Q1 2025 | 13F-HR | 0001725547-25-002047 | $240.0M | View |