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CIK 0001943937 • 6 13F filings • May 13, 2025 – Jul 23, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $11.1M | 6.7%Prev: 4.9% | 260,373 SH | Increased+82,892 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $911K | 0.5%Prev: 0.6% | 27,542 SH | Decreased-768 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $8.2M | 5.0%Prev: 4.6% | 251,922 SH | Increased+27,634 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $2.1M | 1.3%Prev: 1.0% | 79,018 SH | Increased+20,047 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $14.4M | 8.7%Prev: 8.9% | 377,335 SH | Increased-2,717 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $10.2M | 6.2%Prev: 6.8% | 296,729 SH | Decreased-29,422 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $889K | 0.5%Prev: 0.6% | 18,462 SH | Decreased+1 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $23.9M | 14.4%Prev: 16.0% | 497,906 SH | Decreased-19,877 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $51.6M | 31.1%Prev: 30.6% | 1,101,841 SH | Increased+48,516 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $2.1M | 1.3%Prev: 0.9% | 52,427 SH | Increased+14,866 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $23.6M | 14.2%Prev: 14.6% | 317,997 SH | Increased+248 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $256K | 0.2%Prev: 0.2% | 5,505 SH | Decreased-745 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $1.4M | 0.8%Prev: 0.7% | 41,595 SH | Increased+8,583 SH |
| ISHARES TR | CORE DIV GRWTH | $2.1M | 1.3%Prev: 1.3% | 30,897 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $3.1M | 1.9%Prev: 2.0% | 4,592 SH | Decreased-130 SH |
| ISHARES TR | INTL SEL DIV ETF | $5.4M | 3.2%Prev: 3.2% | 136,196 SH | Increased-455 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $319K | 0.2%Prev: 0.2% | 10,780 SH | Decreased-1,880 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $855K | 0.5%Prev: 0.5% | 3,316 SH | Increased |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $3.1M | 1.9%Prev: 2.1% | 13,978 SH | Decreased-1,430 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $272K | 0.2%Prev: 0.2% | 1,892 SH | Increased |
| 13F-HR |
| 0001943937-26-000004 |
| $184.0M |
| View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003894 | $141.3M | View |
| Apr 23, 2026 | Q1 2026 | 13F-HR | 0001943937-26-000003 | $175.4M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002990 | $129.8M | View |