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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 | $212K | 0.1%Prev: 0.1% | 1,395 SH | Increased-18 SH |
| AMAZON COM INC | COM | $243K | 0.1%Prev: 0.1% | 1,108 SH | Decreased-1,297 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $410K | 0.2%Prev: 0.1% | 5,978 SH | Decreased+300 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $14.1M | 5.2%Prev: 5.5% | 177,607 SH | Decreased-21,770 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $565K | 0.2% | 5,603 SH | New |
| AMERICAN CENTY ETF TR | US SML CP VALU | $2.2M | 0.8%Prev: 0.7% | 24,413 SH | Decreased+1,134 SH |
| APPLE INC | COM | $1.5M | 0.5%Prev: 0.6% | 7,154 SH | Decreased-1,071 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $319K | 0.1%Prev: 0.1% | 657 SH | Increased-9 SH |
| CHEVRON CORP NEW | COM | $239K | 0.1% | 1,669 SH | New |
| COLGATE PALMOLIVE CO | COM | $248K | 0.1%Prev: 0.1% | 2,723 SH | Increased+348 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $12.4M | 4.6%Prev: 4.6% | 418,607 SH | Decreased-62,031 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $308K | 0.1%Prev: 0.1% | 11,475 SH | Increased+787 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $17.0M | 6.3%Prev: 5.8% | 397,609 SH | Decreased+421 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $886K | 0.3%Prev: 0.3% | 25,622 SH | Decreased-6,231 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $2.3M | 0.8%Prev: 1.0% | 73,651 SH | Decreased-26,549 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $666K | 0.2%Prev: 0.1% | 22,331 SH | Increased+9,824 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $6.7M | 2.5%Prev: 2.7% | 202,657 SH | Decreased-42,715 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $5.1M | 1.9%Prev: 2.1% | 105,288 SH | Decreased-49,977 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $1.1M | 0.4%Prev: 0.4% | 26,161 SH | Decreased-5,642 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $35.6M | 13.1%Prev: 12.2% | 992,552 SH | Decreased-132,552 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $3.2M | 1.2%Prev: 1.1% | 47,258 SH | Decreased-7,790 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $249K | 0.1%Prev: 0.1% | 6,990 SH | Decreased-942 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $11.9M | 4.4%Prev: 4.0% | 280,810 SH | Decreased-17,192 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $2.1M | 0.8%Prev: 0.9% | 87,446 SH | Decreased-48,745 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $1.5M | 0.5%Prev: 0.3% | 22,794 SH | Increased+6,846 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $2.5M | 0.9%Prev: 1.1% | 85,129 SH | Decreased-29,162 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $22.9M | 8.4%Prev: 7.5% | 423,908 SH | Decreased-9,190 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $2.5M | 0.9%Prev: 0.7% | 84,466 SH | Decreased+6,852 SH |
| EA SERIES TRUST | EA BRIDGEWAY OMN | $28.4M | 10.5%Prev: 12.0% | 1,393,301 SH | Decreased-313,908 SH |
| GLOBAL X FDS | GLOBX SUPDV US | $248K | 0.1%Prev: 0.1% | 14,089 SH | Decreased-6,111 SH |
| ISHARES INC | CORE MSCI EMKT | $1.6M | 0.6%Prev: 0.4% | 27,339 SH | Increased+6,190 SH |
| ISHARES TR | 0-5YR HI YL CP | $1.5M | 0.6%Prev: 0.5% | 34,699 SH | Decreased-8,149 SH |
| ISHARES TR | CORE DIV GRWTH | $278K | 0.1%Prev: 0.1% | 4,353 SH | Decreased |
| ISHARES TR | CORE MSCI INTL | $11.7M | 4.3%Prev: 4.4% | 154,014 SH | Decreased-37,149 SH |
| ISHARES TR | CORE MSCI TOTAL | $773K | 0.3%Prev: 0.2% | 9,995 SH | Decreased |
| ISHARES TR | CORE S&P TTL STK | $25.8M | 9.5%Prev: 9.2% | 191,021 SH | Decreased-41,180 SH |
| ISHARES TR | EAFE SML CP ETF | $1.2M | 0.4%Prev: 0.3% | 15,896 SH | Decreased |
| ISHARES TR | EAFE VALUE ETF | $434K | 0.2%Prev: 0.1% | 6,844 SH | Decreased+622 SH |
| ISHARES TR | ISHS 5-10YR INVT | $1.3M | 0.5%Prev: 0.6% | 23,970 SH | Decreased-15,204 SH |
| ISHARES TR | MSCI INTL VLU FT | $1.2M | 0.4%Prev: 0.4% | 36,526 SH | Decreased+3,465 SH |
| ISHARES TR | MSCI USA VALUE | $615K | 0.2%Prev: 0.2% | 5,436 SH | Decreased |
| ISHARES TR | RUS 2000 VAL ETF | $1.3M | 0.5%Prev: 0.5% | 8,216 SH | Decreased-1,936 SH |
| ISHARES TR | SELECT DIVID ETF | $1.0M | 0.4%Prev: 0.4% | 7,720 SH | Decreased-1,099 SH |
| ISHARES TR | SP SMCP600VL ETF | $971K | 0.4%Prev: 0.3% | 9,761 SH | Decreased |
| JPMORGAN CHASE & CO. | COM | $715K | 0.3% | 2,465 SH | New |
| MICROSOFT CORP | COM | $382K | 0.1%Prev: 0.1% | 768 SH | Increased-66 SH |
| NATIONAL BK HLDGS CORP | CL A | $4.0M | 1.5%Prev: 1.2% | 106,976 SH | Decreased |
| NVIDIA CORPORATION | COM | $599K | 0.2%Prev: 0.3% | 3,792 SH | Decreased-1,552 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $286K | 0.1%Prev: 0.1% | 12,002 SH | Decreased+2 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $911K | 0.3%Prev: 0.4% | 34,359 SH | Decreased-8,521 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $930K | 0.3%Prev: 0.3% | 33,166 SH | Decreased-4,635 SH |
| SPDR SERIES TRUST | PORTFOLI S&P1500 | $937K | 0.3% | 12,509 SH | New |
| TRAEGER INC | COMMON STOCK | $20K | 0.0% | 11,434 SH | New |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | $412K | 0.2%Prev: 0.1% | 1,040 SH | Decreased |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $456K | 0.2%Prev: 0.1% | 5,798 SH | Increased+2,332 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $1.5M | 0.5%Prev: 0.6% | 19,736 SH | Decreased-10,846 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $926K | 0.3%Prev: 0.3% | 5,628 SH | Decreased-987 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $2.4M | 0.9%Prev: 1.1% | 10,048 SH | Decreased-4,400 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $9.0M | 3.3%Prev: 3.5% | 29,510 SH | Decreased-9,986 SH |
| VANGUARD INDEX FDS | VALUE ETF | $1.3M | 0.5%Prev: 0.5% | 7,197 SH | Decreased-2,841 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $804K | 0.3%Prev: 0.4% | 16,249 SH | Decreased-8,104 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $3.9M | 1.4%Prev: 1.4% | 78,064 SH | Decreased-20,497 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $9.9M | 3.7%Prev: 4.0% | 166,316 SH | Decreased-73,488 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $3.5M | 1.3%Prev: 1.4% | 61,923 SH | Decreased-15,959 SH |
| VANGUARD WORLD FD | INF TECH ETF | $641K | 0.2%Prev: 0.2% | 966 SH | Decreased+5 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $851K | 0.3%Prev: 0.2% | 2,325 SH | Decreased |
| 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 |