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CIK 0002055526 • 6 13F filings • Apr 29, 2025 – Aug 17, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AIRBNB INC | COM CL A | $202K | 0.2% | 1,690 SH | |
| AMAZON COM INC | COM | $443K | 0.4% | 2,330 SH | |
| APPLE INC | COM | $1.2M | 1.1% | 5,248 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $509K | 0.5% | 955 SH | |
| CADENCE DESIGN SYSTEM INC | COM | $2.6M | 2.5% | 10,342 SH | |
| CNX RES CORP | COM | $203K | 0.2% | 6,448 SH | |
| COSTCO WHSL CORP NEW | COM | $262K | 0.2% | 277 SH | |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $1.6M | 1.5% | 38,372 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $6.7M | 6.4% | 253,579 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $371K | 0.4% | 13,697 SH | |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $370K | 0.4% | 14,290 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | $258K | 0.2% | 4,838 SH | |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $2.4M | 2.2% | 60,042 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $1.2M | 1.2% | 39,117 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $17.6M | 16.7% | 632,241 SH | |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $217K | 0.2% | 7,453 SH | |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $1.8M | 1.7% | 38,320 SH | |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $3.6M | 3.4% | 76,208 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $2.0M | 1.9% | 51,903 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | $1.5M | 1.4% | 24,402 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $22.4M | 21.2% | 678,627 SH | |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $1.3M | 1.2% | 21,558 SH | |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $4.5M | 4.2% | 108,690 SH | |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $206K | 0.2% | 8,660 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $1.7M | 1.6% | 28,004 SH | |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $4.8M | 4.5% | 92,597 SH | |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $3.1M | 2.9% | 117,940 SH | |
| DIREXION SHS ETF TR | DLY S&P500 BR 1X | $224K | 0.2% | 19,354 SH | |
| ELEVANCE HEALTH INC | COM | $302K | 0.3% | 695 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $621K | 0.6% | 3,587 SH | |
| ISHARES TR | 0-3 MNTH TREASRY | $2.8M | 2.7% | 28,052 SH | |
| ISHARES TR | CORE S&P500 ETF | $337K | 0.3% | 600 SH | |
| ISHARES TR | RUSSELL 3000 ETF | $201K | 0.2% | 634 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $432K | 0.4% | 4,656 SH | |
| MANAGER DIRECTED PORTFOLIOS | VERT GLB SUST RE | $185K | 0.2% | 18,261 SH | |
| META PLATFORMS INC | CL A | $220K | 0.2% | 381 SH | |
| MICROSOFT CORP | COM | $872K | 0.8% | 2,323 SH | |
| NVIDIA CORPORATION | COM | $435K | 0.4% | 4,016 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $1.8M | 1.7% | 4,954 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $278K | 0.3% | 3,069 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $859K | 0.8% | 1,671 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.1M | 1.1% | 5,006 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.8M | 2.7% | 10,351 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $2.7M | 2.5% | 15,518 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.9M | 1.8% | 37,767 SH | |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $248K | 0.2% | 4,175 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $1.7M | 1.6% | 27,588 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $367K | 0.3% | 7,218 SH | |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | $1.3M | 1.3% | 13,188 SH | |
| VANGUARD WORLD FD | EXTENDED DUR | $247K | 0.2% | 3,476 SH | |
| WELLS FARGO CO NEW | COM | $445K | 0.4% | 6,196 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 |