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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 FIXE IN ETF | $12.5M | 6.8% | 296,233 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $1.1M | 0.6%Prev: 0.6% | 27,060 SH | Increased-1,247 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $10.2M | 5.5%Prev: 4.4% | 253,952 SH | Increased+40,392 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $2.3M | 1.3% | 80,071 SH | New |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $15.7M | 8.5%Prev: 8.4% | 380,607 SH | Increased+35,404 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $11.0M | 6.0%Prev: 7.2% | 296,104 SH | Increased-30,047 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $943K | 0.5%Prev: 0.6% | 19,508 SH | Increased+1,422 SH |
| DIMENSIONAL ETF TRUST | SHOR DUR FIX ETF | $24.2M | 13.1% | 506,127 SH | New |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $3.1M | 1.7% | 70,084 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $58.5M | 31.8%Prev: 31.2% | 1,130,815 SH | Increased+101,743 SH |
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | $25.9M | 14.1% | 316,052 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $303K | 0.2%Prev: 0.2% | 5,505 SH | Increased-745 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $2.3M | 1.3% | 62,593 SH | New |
| ISHARES TR | CORE DIV GRWTH | $2.3M | 1.3%Prev: 1.4% | 30,897 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $3.4M | 1.9%Prev: 2.1% | 4,557 SH | Increased-165 SH |
| ISHARES TR | INTL SEL DIV ETF | $5.3M | 2.9%Prev: 3.4% | 126,832 SH | Increased-10,664 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $375K | 0.2%Prev: 0.3% | 10,780 SH | Increased-1,880 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $955K | 0.5%Prev: 0.6% | 3,151 SH | Increased-165 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $3.3M | 1.8%Prev: 2.2% | 13,978 SH | Increased-1,430 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $299K | 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 |