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CIK 0002132683 • 1 13F filing • Apr 30, 2026 – Apr 30, 2026
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Past 1 quarter
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVANTIS EMERGING | $345K | 0.2% | 5,436 SH | |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $3.9M | 2.5% | 48,625 SH | |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | $6.5M | 4.2% | 109,000 SH | |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | $8.3M | 5.4% | 111,290 SH | |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $10.0M | 6.5% | 118,445 SH | |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $17.9M | 11.5% | 179,161 SH | |
| AMERICAN CENTY ETF TR | US EQT ETF | $13.7M | 8.8% | 123,280 SH | |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $13.8M | 8.9% | 171,390 SH | |
| AMERICAN CENTY ETF TR | US SML CP VALU | $36.9M | 23.7% | 333,964 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $347K | 0.2% | 725 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $207K | 0.1% | 5,984 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $3.5M | 2.2% | 96,986 SH | |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $895K | 0.6% | 16,959 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $263K | 0.2% | 7,390 SH | |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $2.8M | 1.8% | 69,797 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $3.6M | 2.3% | 92,402 SH | |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $7.1M | 4.6% | 146,929 SH | |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $2.7M | 1.7% | 42,991 SH | |
| ISHARES TR | FLTG RATE NT ETF | $11.3M | 7.3% | 222,056 SH | |
| MICROSOFT CORP | COM | $208K | 0.1% | 562 SH | |
| NVIDIA CORPORATION | COM | $277K | 0.2% | 1,591 SH | |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $342K | 0.2% | 526 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $463K | 0.3% | 1,444 SH | |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $10.0M | 6.5% | 200,799 SH |
Open a filing on Jive Data
| Filing Date | Quarter | Form | Accession | Portfolio | Filing |
|---|---|---|---|---|---|
| Apr 30, 2026 | Q1 2026 | 13F-HR | 0002132683-26-000002 | $155.4M | View |