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CIK 0002108989 • 3 13F filings • Feb 6, 2026 – Jul 29, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $209K | 0.1% | 622 SH | |
| AMAZON COM INC | COM | $291K | 0.2% | 1,164 SH | |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $8.4M | 5.9% | 79,097 SH | |
| AMERICAN CENTY ETF TR | US SML CP VALU | $18.5M | 12.9% | 159,658 SH | |
| APPLE INC | COM | $521K | 0.4% | 1,977 SH | |
| BLACKROCK CORPOR HI YLD FD I | COM | $133K | 0.1% | 15,397 SH | |
| BROADCOM INC | COM | $238K | 0.2% | 597 SH | |
| CALAMOS ETF TR | RUSSELL 2000 STR | $1.3M | 0.9% | 46,590 SH | |
| CALAMOS ETF TR | S&P 500 STRU FEB | $305K | 0.2% | 11,761 SH | |
| CALAMOS ETF TR | S&P 500 STRUCTU | $1.1M | 0.8% | 42,091 SH | |
| CALAMOS ETF TR | S&P 500 STRUCTUR | $293K | 0.2% | 11,455 SH | |
| COSTCO WHOLESALE CORPORATION | COM | $575K | 0.4% | 582 SH | |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $10.2M | 7.1% | 274,718 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | $15.2M | 10.6% | 278,826 SH | |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $14.5M | 10.1% | 427,301 SH | |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $225K | 0.2% | 5,410 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $2.2M | 1.6% | 53,746 SH | |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $28.6M | 20.0% | 735,902 SH | |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $823K | 0.6% | 32,405 SH | |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $449K | 0.3% | 6,893 SH | |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $320K | 0.2% | 5,888 SH | |
| ISHARES TR | CORE US AGGBD ET | $1.5M | 1.0% | 14,889 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $266K | 0.2% | 985 SH | |
| ISHARES TR | TRUST ISHARE 0-1 | $11.7M | 8.2% | 106,369 SH | |
| ISHARES TR | US TREAS BD ETF | $10.6M | 7.4% | 464,931 SH | |
| MICROSOFT CORP | COM | $687K | 0.5% | 1,634 SH | |
| NVIDIA CORPORATION | COM | $2.3M | 1.6% | 11,534 SH | |
| SCHWAB STRATEGIC TR | MUN BD ETF | $989K | 0.7% | 38,500 SH | |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $10.9M | 7.6% | 130,698 SH |
| 13F-HR |
| 0002108989-26-000002 |
| $143.3M |
| View |