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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 | $11.6M | 6.6%Prev: 4.1% | 271,406 SH | Increased+144,312 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $1.1M | 0.6%Prev: 0.6% | 27,543 SH | Increased+196 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $9.6M | 5.5%Prev: 4.3% | 254,342 SH | Increased+39,165 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $2.3M | 1.3% | 79,101 SH | New |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $15.5M | 8.9%Prev: 8.7% | 374,114 SH | Increased+14,348 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $11.2M | 6.4%Prev: 7.0% | 296,324 SH | Increased-29,502 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $925K | 0.5%Prev: 0.6% | 19,103 SH | Increased+1,581 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $24.1M | 13.7%Prev: 19.2% | 500,013 SH | Decreased-25,001 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $53.7M | 30.6%Prev: 27.8% | 1,093,723 SH | Increased+154,090 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $2.6M | 1.5% | 62,838 SH | New |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $24.5M | 14.0%Prev: 15.8% | 317,131 SH | Increased-22,148 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $281K | 0.2%Prev: 0.2% | 5,505 SH | Increased-745 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $2.0M | 1.1% | 54,785 SH | New |
| ISHARES TR | CORE DIV GRWTH | $2.3M | 1.3%Prev: 1.5% | 30,897 SH | Increased-1,291 SH |
| ISHARES TR | CORE S&P500 ETF | $3.2M | 1.9%Prev: 2.2% | 4,557 SH | Increased-500 SH |
| ISHARES TR | INTL SEL DIV ETF | $5.7M | 3.3%Prev: 3.3% | 129,126 SH | Increased-10,249 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $346K | 0.2%Prev: 0.3% | 10,780 SH | Increased-1,880 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $902K | 0.5%Prev: 0.6% | 3,151 SH | Increased-165 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $3.2M | 1.8%Prev: 2.4% | 13,978 SH | Increased-2,035 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $293K | 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 |