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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 | $7.7M | 4.9% | 177,481 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $920K | 0.6%Prev: 0.6% | 28,310 SH | Decreased+1,250 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $7.2M | 4.6%Prev: 5.5% | 224,288 SH | Decreased-29,664 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $1.6M | 1.0%Prev: 1.3% | 58,971 SH | Decreased-21,100 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $13.9M | 8.9%Prev: 8.5% | 380,052 SH | Decreased-555 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $10.7M | 6.8%Prev: 6.0% | 326,151 SH | Decreased+30,047 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $891K | 0.6%Prev: 0.5% | 18,461 SH | Decreased-1,047 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $25.1M | 16.0% | 517,783 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $47.9M | 30.6%Prev: 31.8% | 1,053,325 SH | Decreased-77,490 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $1.4M | 0.9% | 37,561 SH | New |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $22.9M | 14.6% | 317,749 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $277K | 0.2%Prev: 0.2% | 6,250 SH | Decreased+745 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $1.0M | 0.7%Prev: 1.3% | 33,012 SH | Decreased-29,581 SH |
| ISHARES TR | CORE DIV GRWTH | $2.1M | 1.3%Prev: 1.3% | 30,897 SH | Decreased |
| ISHARES TR | CORE S&P500 ETF | $3.2M | 2.0%Prev: 1.9% | 4,722 SH | Decreased+165 SH |
| ISHARES TR | INTL SEL DIV ETF | $5.0M | 3.2%Prev: 2.9% | 136,651 SH | Decreased+9,819 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $367K | 0.2%Prev: 0.2% | 12,660 SH | Decreased+1,880 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $840K | 0.5%Prev: 0.5% | 3,316 SH | Decreased+165 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $3.3M | 2.1%Prev: 1.8% | 15,408 SH | Increased+1,430 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $265K | 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 |