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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 | $217K | 0.1%Prev: 0.1% | 1,399 SH | Decreased-73 SH |
| ABBVIE INC | COM | $232K | 0.1%Prev: 0.1% | 1,004 SH | Decreased-53 SH |
| AMAZON COM INC | COM | $274K | 0.1%Prev: 0.2% | 1,247 SH | Decreased-1,435 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $438K | 0.1%Prev: 0.1% | 5,838 SH | Decreased+160 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $16.4M | 5.3%Prev: 5.1% | 184,297 SH | Decreased-21,978 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $2.5M | 0.8%Prev: 0.7% | 24,712 SH | Decreased+2,427 SH |
| APPLE INC | COM | $2.1M | 0.7%Prev: 0.6% | 8,304 SH | Decreased-578 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $327K | 0.1%Prev: 0.1% | 651 SH | Decreased-48 SH |
| CHEVRON CORP NEW | COM | $267K | 0.1% | 1,718 SH | New |
| COLGATE PALMOLIVE CO | COM | $215K | 0.1%Prev: 0.1% | 2,695 SH | Decreased+297 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $14.1M | 4.6%Prev: 4.8% | 441,153 SH | Decreased-47,460 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $318K | 0.1%Prev: 0.1% | 11,648 SH | Decreased-246 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $18.9M | 6.1%Prev: 5.4% | 409,019 SH | Decreased-3,568 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $1.1M | 0.3%Prev: 0.3% | 28,921 SH | Decreased-4,085 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $2.8M | 0.9%Prev: 1.0% | 85,245 SH | Decreased-21,614 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $698K | 0.2%Prev: 0.1% | 22,082 SH | Increased+9,381 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $7.6M | 2.5%Prev: 2.5% | 213,921 SH | Decreased-41,341 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $5.9M | 1.9% | 122,148 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $1.2M | 0.4%Prev: 0.4% | 26,160 SH | Decreased-2,288 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $39.7M | 12.9% | 1,029,584 SH | New |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $3.8M | 1.2% | 51,864 SH | New |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $234K | 0.1% | 6,195 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $12.8M | 4.2%Prev: 3.9% | 286,555 SH | Decreased-11,341 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $2.6M | 0.8% | 108,529 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $1.6M | 0.5%Prev: 1.4% | 23,251 SH | Decreased-107,448 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $3.1M | 1.0% | 96,840 SH | New |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $24.9M | 8.1%Prev: 7.3% | 427,948 SH | Decreased-4,172 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $2.6M | 0.9%Prev: 0.7% | 83,627 SH | Decreased+6,409 SH |
| EA SERIES TRUST | EA BRIDGEWAY OMN | $33.2M | 10.8% | 1,466,495 SH | New |
| GLOBAL X FDS | GLOBX SUPDV US | $264K | 0.1%Prev: 0.1% | 14,924 SH | Decreased-5,276 SH |
| ISHARES INC | CORE MSCI EMKT | $1.7M | 0.6%Prev: 0.4% | 26,330 SH | Increased+5,489 SH |
| ISHARES TR | 0-5YR HI YL CP | $1.5M | 0.5%Prev: 0.5% | 34,699 SH | Decreased-18,723 SH |
| ISHARES TR | CORE DIV GRWTH | $296K | 0.1%Prev: 0.1% | 4,353 SH | Decreased |
| ISHARES TR | CORE MSCI INTL | $13.1M | 4.3%Prev: 4.3% | 163,021 SH | Decreased-38,379 SH |
| ISHARES TR | CORE MSCI TOTAL | $825K | 0.3%Prev: 0.2% | 9,995 SH | Decreased |
| ISHARES TR | CORE S&P TTL STK | $29.2M | 9.5%Prev: 9.6% | 200,551 SH | Decreased-41,742 SH |
| ISHARES TR | EAFE SML CP ETF | $1.2M | 0.4%Prev: 0.3% | 15,896 SH | Decreased-440 SH |
| ISHARES TR | EAFE VALUE ETF | $464K | 0.2%Prev: 0.1% | 6,844 SH | Decreased+622 SH |
| ISHARES TR | ISHS 5-10YR INVT | $1.7M | 0.5%Prev: 0.5% | 31,081 SH | Decreased-8,576 SH |
| ISHARES TR | MSCI INTL VLU FT | $1.3M | 0.4%Prev: 0.3% | 36,356 SH | Decreased+3,295 SH |
| ISHARES TR | MSCI USA VALUE | $680K | 0.2%Prev: 0.2% | 5,436 SH | Decreased+820 SH |
| ISHARES TR | RUS 2000 VAL ETF | $1.5M | 0.5%Prev: 0.5% | 8,216 SH | Decreased-1,973 SH |
| ISHARES TR | SELECT DIVID ETF | $1.2M | 0.4%Prev: 0.4% | 8,455 SH | Decreased-1,211 SH |
| ISHARES TR | SP SMCP600VL ETF | $1.1M | 0.4%Prev: 0.3% | 9,761 SH | Decreased |
| JPMORGAN CHASE & CO. | COM | $778K | 0.3% | 2,465 SH | New |
| MICROSOFT CORP | COM | $425K | 0.1%Prev: 0.1% | 820 SH | Decreased-458 SH |
| NATIONAL BK HLDGS CORP | CL A | $4.1M | 1.3%Prev: 1.1% | 106,976 SH | Decreased |
| NVIDIA CORPORATION | COM | $723K | 0.2%Prev: 0.3% | 3,875 SH | Decreased-2,240 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $309K | 0.1%Prev: 0.1% | 12,002 SH | Decreased+2 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $1.0M | 0.3%Prev: 0.3% | 37,440 SH | Decreased-5,445 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $1.1M | 0.4%Prev: 0.3% | 36,276 SH | Decreased-2,265 SH |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $348K | 0.1% | 1,235 SH | New |
| SPDR SERIES TRUST | PORTFOLI S&P1500 | $1.0M | 0.3% | 12,506 SH | New |
| TRAEGER INC | COMMON STOCK | $14K | 0.0% | 11,434 SH | New |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | $512K | 0.2%Prev: 0.1% | 1,176 SH | Decreased-5,064 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $457K | 0.1%Prev: 0.1% | 5,788 SH | Increased+1,659 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $1.8M | 0.6%Prev: 0.5% | 24,326 SH | Decreased-6,566 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $1.1M | 0.3%Prev: 0.4% | 6,067 SH | Decreased-1,601 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $787K | 0.3%Prev: 0.2% | 1,286 SH | Decreased+17 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $2.9M | 0.9%Prev: 1.1% | 11,433 SH | Decreased-3,058 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $10.2M | 3.3%Prev: 3.5% | 30,991 SH | Decreased-8,673 SH |
| VANGUARD INDEX FDS | VALUE ETF | $1.6M | 0.5%Prev: 0.7% | 8,573 SH | Decreased-4,101 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.0M | 0.3%Prev: 0.4% | 18,925 SH | Decreased-9,251 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $4.3M | 1.4%Prev: 1.3% | 84,383 SH | Decreased-19,440 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $10.9M | 3.5%Prev: 3.6% | 180,864 SH | Decreased-75,447 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $4.0M | 1.3%Prev: 1.4% | 66,972 SH | Decreased-12,727 SH |
| VANGUARD WORLD FD | INF TECH ETF | $721K | 0.2%Prev: 0.2% | 966 SH | Decreased-6,719 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $936K | 0.3%Prev: 0.2% | 2,325 SH | Decreased-9,300 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 |