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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 | $5.4M | 3.8%Prev: 6.6% | 127,971 SH | Decreased-143,435 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $844K | 0.6%Prev: 0.6% | 28,307 SH | Decreased+764 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $6.2M | 4.4%Prev: 5.5% | 213,560 SH | Decreased-40,782 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $11.9M | 8.4%Prev: 8.9% | 345,203 SH | Decreased-28,911 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $10.1M | 7.2%Prev: 6.4% | 326,151 SH | Decreased+29,827 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $858K | 0.6%Prev: 0.5% | 18,086 SH | Decreased-1,017 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $24.8M | 17.6%Prev: 13.7% | 518,413 SH | Increased+18,400 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $44.1M | 31.2%Prev: 30.6% | 1,029,072 SH | Decreased-64,651 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $21.1M | 14.9%Prev: 14.0% | 311,464 SH | Decreased-5,667 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $268K | 0.2%Prev: 0.2% | 6,250 SH | Decreased+745 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $1.4M | 1.0% | 58,175 SH | New |
| ISHARES TR | CORE DIV GRWTH | $2.0M | 1.4%Prev: 1.3% | 30,897 SH | Decreased |
| ISHARES TR | CORE S&P500 ETF | $3.0M | 2.1%Prev: 1.9% | 4,722 SH | Decreased+165 SH |
| ISHARES TR | INTL SEL DIV ETF | $4.8M | 3.4%Prev: 3.3% | 137,496 SH | Decreased+8,370 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $355K | 0.3%Prev: 0.2% | 12,660 SH | Increased+1,880 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $803K | 0.6%Prev: 0.5% | 3,316 SH | Decreased+165 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $3.2M | 2.2%Prev: 1.8% | 15,408 SH | Decreased+1,430 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $255K | 0.2%Prev: 0.2% | 1,892 SH | Decreased |
| 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 |