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CIK 0002055526 • 6 13F filings • Apr 29, 2025 – Aug 17, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $881K | 0.6%Prev: 0.5% | 2,814 SH | Increased+2 SH |
| ALPHABET INC | CAP STK CL C | $3.8M | 2.7%Prev: 2.1% | 12,094 SH | Increased-7 SH |
| AMAZON COM INC | COM | $655K | 0.5%Prev: 0.4% | 2,836 SH | Increased+255 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $2.0M | 1.4%Prev: 1.4% | 17,977 SH | Increased |
| APPLE INC | COM | $1.4M | 1.0%Prev: 1.0% | 5,249 SH | Increased-338 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $755K | 0.5%Prev: 0.5% | 1 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $644K | 0.5%Prev: 0.5% | 1,280 SH | Increased+26 SH |
| CADENCE DESIGN SYSTEM INC | COM | $3.2M | 2.3%Prev: 2.6% | 10,351 SH | Decreased+2 SH |
| CNX RES CORP | COM | $239K | 0.2%Prev: 0.2% | 6,505 SH | Increased+32 SH |
| CONSOLIDATED WATER CO INC | ORD | $286K | 0.2% | 8,109 SH | New |
| COSTCO WHSL CORP NEW | COM | $243K | 0.2%Prev: 0.2% | 281 SH | Decreased-2 SH |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $1.8M | 1.3%Prev: 1.2% | 43,201 SH | Increased+2,888 SH |
| DIMENSIONAL ETF TRUST | DIMENSIONAL US | $941K | 0.7%Prev: 0.6% | 15,740 SH | Increased+751 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $8.3M | 5.8%Prev: 5.7% | 249,979 SH | Increased+3,462 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $462K | 0.3%Prev: 0.3% | 13,697 SH | Increased |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $1.8M | 1.2%Prev: 1.3% | 54,761 SH | Increased |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | $262K | 0.2%Prev: 0.2% | 4,838 SH | Decreased |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $2.7M | 1.9%Prev: 2.0% | 53,777 SH | Decreased-7,194 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $2.6M | 1.9%Prev: 1.8% | 69,460 SH | Increased-324 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $23.3M | 16.3%Prev: 16.1% | 675,961 SH | Increased-2,015 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $283K | 0.2%Prev: 0.2% | 7,453 SH | Increased |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $1.9M | 1.3%Prev: 1.3% | 39,303 SH | Increased+2,532 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $4.2M | 3.0%Prev: 2.9% | 88,488 SH | Increased+5,346 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $3.4M | 2.4%Prev: 2.4% | 72,101 SH | Increased |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $28.3M | 19.8%Prev: 19.6% | 713,645 SH | Increased+10,626 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $1.6M | 1.1%Prev: 1.2% | 21,451 SH | Decreased-703 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $4.6M | 3.2%Prev: 3.3% | 97,976 SH | Decreased-5,343 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $2.0M | 1.4%Prev: 1.4% | 28,004 SH | Increased |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $5.5M | 3.8%Prev: 3.9% | 92,109 SH | Increased-588 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $3.9M | 2.7%Prev: 2.7% | 117,940 SH | Increased |
| EA SERIES TRUST | FREEDOM 100 EM | $323K | 0.2%Prev: 0.2% | 6,305 SH | Increased+472 SH |
| ELEVANCE HEALTH INC FORMERLY | COM | $254K | 0.2%Prev: 0.2% | 726 SH | Increased+24 SH |
| ELI LILLY & CO | COM | $366K | 0.3%Prev: 0.2% | 340 SH | Increased+26 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $450K | 0.3% | 1,521 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $687K | 0.5%Prev: 0.5% | 3,587 SH | Increased |
| ISHARES TR | 0-3 MNTH TREASRY | $3.6M | 2.5%Prev: 2.5% | 35,656 SH | Increased+1,374 SH |
| ISHARES TR | CORE S&P TTL STK | $335K | 0.2%Prev: 0.2% | 2,250 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $1.2M | 0.9%Prev: 0.9% | 1,785 SH | Increased |
| ISHARES TR | EAFE VALUE ETF | $458K | 0.3%Prev: 0.3% | 6,415 SH | Increased |
| ISHARES TR | RUSSELL 2000 ETF | $237K | 0.2%Prev: 0.2% | 964 SH | Increased |
| ISHARES TR | RUSSELL 3000 ETF | $245K | 0.2%Prev: 0.2% | 634 SH | Increased |
| ISHARES TR | S&P 500 GRWT ETF | $574K | 0.4%Prev: 0.4% | 4,656 SH | Increased |
| JOHNSON & JOHNSON | COM | $232K | 0.2%Prev: 0.1% | 1,121 SH | Increased+38 SH |
| META PLATFORMS INC | CL A | $319K | 0.2%Prev: 0.2% | 483 SH | Decreased+31 SH |
| MICROSOFT CORP | COM | $1.4M | 1.0%Prev: 1.1% | 2,992 SH | Decreased+143 SH |
| NVIDIA CORPORATION | COM | $1.1M | 0.8%Prev: 0.7% | 5,881 SH | Increased+998 SH |
| ORACLE CORP | COM | $210K | 0.1%Prev: 0.2% | 1,078 SH | Decreased-16 SH |
| SIBANYE STILLWATER LTD | SPONSORED ADR | $155K | 0.1%Prev: 0.1% | 10,880 SH | Increased |
| TEXAS PACIFIC LAND CORPORATI | COM | $325K | 0.2%Prev: 0.3% | 1,133 SH | Decreased+753 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $2.9M | 2.0%Prev: 2.1% | 5,987 SH | Increased-6 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $244K | 0.2%Prev: 0.2% | 2,756 SH | Decreased-356 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $994K | 0.7%Prev: 0.7% | 1,585 SH | Decreased-86 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.3M | 0.9%Prev: 0.9% | 5,006 SH | Increased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.9M | 2.0%Prev: 2.5% | 8,683 SH | Decreased-1,673 SH |
| VANGUARD INDEX FDS | VALUE ETF | $3.4M | 2.4%Prev: 2.4% | 17,673 SH | Increased |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.8M | 1.3%Prev: 1.3% | 36,677 SH | Increased+131 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $257K | 0.2%Prev: 0.2% | 4,294 SH | Increased+49 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $2.1M | 1.5%Prev: 1.5% | 27,588 SH | Increased |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $661K | 0.5%Prev: 0.5% | 10,580 SH | Increased |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | $1.2M | 0.8%Prev: 0.9% | 11,850 SH | Decreased-101 SH |
| VANGUARD WORLD FD | EXTENDED DUR | $226K | 0.2%Prev: 0.2% | 3,475 SH | Decreased |
| WALMART INC | COM | $412K | 0.3%Prev: 0.3% | 3,694 SH | Increased+61 SH |
| 13F-HR |
| 0002055526-26-000003 |
| $173.2M |
| View |
| Aug 1, 2025 | Q2 2025 | 13F-HR | 0002055526-25-000003 | $122.0M | View |
| Apr 30, 2026 | Q1 2026 | 13F-HR | 0002055526-26-000002 | $147.5M | View |
| Apr 29, 2025 | Q1 2025 | 13F-HR | 0002055526-25-000002 | $105.4M | View |