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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 | $251K | 0.2%Prev: 0.5% | 1,423 SH | Decreased-1,391 SH |
| AMAZON COM INC | COM | $543K | 0.4%Prev: 0.4% | 2,474 SH | Decreased-326 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $1.9M | 1.6%Prev: 1.4% | 19,146 SH | Decreased+1,169 SH |
| APPLE INC | COM | $1.1M | 0.9%Prev: 0.9% | 5,379 SH | Decreased+19 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $729K | 0.6%Prev: 0.5% | 1 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $593K | 0.5%Prev: 0.4% | 1,220 SH | Decreased-78 SH |
| CADENCE DESIGN SYSTEM INC | COM | $3.2M | 2.6%Prev: 1.9% | 10,346 SH | Increased-4 SH |
| CNX RES CORP | COM | $218K | 0.2%Prev: 0.2% | 6,479 SH | Decreased-35 SH |
| COSTCO WHSL CORP NEW | COM | $282K | 0.2% | 285 SH | New |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $1.7M | 1.4%Prev: 1.5% | 39,870 SH | Decreased-12,881 SH |
| DIMENSIONAL ETF TRUST | DIMENSIONAL US | $635K | 0.5%Prev: 0.6% | 11,712 SH | Decreased-4,087 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $6.9M | 5.6%Prev: 6.0% | 232,004 SH | Decreased-25,202 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $411K | 0.3%Prev: 0.3% | 13,697 SH | Decreased |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $1.6M | 1.3%Prev: 1.3% | 54,835 SH | Decreased+74 SH |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | $264K | 0.2%Prev: 0.2% | 4,838 SH | Increased |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $2.6M | 2.1%Prev: 1.9% | 60,782 SH | Decreased+6,413 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $2.4M | 2.0%Prev: 1.8% | 70,004 SH | Decreased+544 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $19.9M | 16.3%Prev: 16.9% | 641,665 SH | Decreased-61,396 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $245K | 0.2%Prev: 0.2% | 7,453 SH | Decreased |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $1.6M | 1.3%Prev: 1.3% | 34,125 SH | Decreased-6,805 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $3.7M | 3.1%Prev: 3.6% | 78,049 SH | Decreased-34,015 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $3.1M | 2.5%Prev: 2.2% | 72,101 SH | Decreased |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $23.7M | 19.4%Prev: 19.5% | 660,441 SH | Decreased-78,323 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $1.5M | 1.2%Prev: 1.0% | 22,154 SH | Decreased+703 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $4.4M | 3.6%Prev: 3.2% | 103,100 SH | Decreased+6,015 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $1.8M | 1.5%Prev: 1.4% | 28,004 SH | Decreased |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $5.0M | 4.1%Prev: 3.9% | 92,510 SH | Decreased+271 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $3.5M | 2.8%Prev: 2.7% | 117,940 SH | Decreased |
| EA SERIES TRUST | FREEDOM 100 EM | $228K | 0.2%Prev: 0.2% | 5,644 SH | Decreased-634 SH |
| ELEVANCE HEALTH INC | COM | $274K | 0.2% | 704 SH | New |
| ELI LILLY & CO | COM | $240K | 0.2%Prev: 0.2% | 307 SH | Decreased-34 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $652K | 0.5%Prev: 0.5% | 3,587 SH | Decreased |
| ISHARES TR | 0-3 MNTH TREASRY | $2.8M | 2.3%Prev: 2.0% | 28,295 SH | Decreased-1,033 SH |
| ISHARES TR | CORE S&P TTL STK | $304K | 0.2%Prev: 0.2% | 2,250 SH | Decreased |
| ISHARES TR | CORE S&P500 ETF | $1.1M | 0.9%Prev: 0.8% | 1,785 SH | Decreased |
| ISHARES TR | EAFE VALUE ETF | $407K | 0.3%Prev: 0.3% | 6,415 SH | Decreased |
| ISHARES TR | RUSSELL 2000 ETF | $205K | 0.2%Prev: 0.2% | 949 SH | Decreased-15 SH |
| ISHARES TR | RUSSELL 3000 ETF | $223K | 0.2%Prev: 0.2% | 634 SH | Decreased |
| ISHARES TR | S&P 500 GRWT ETF | $513K | 0.4%Prev: 0.4% | 4,656 SH | Decreased |
| META PLATFORMS INC | CL A | $305K | 0.2%Prev: 0.2% | 413 SH | Increased-68 SH |
| MICROSOFT CORP | COM | $1.4M | 1.1%Prev: 0.7% | 2,759 SH | Increased-78 SH |
| NVIDIA CORPORATION | COM | $716K | 0.6%Prev: 0.7% | 4,530 SH | Decreased-1,712 SH |
| ORACLE CORP | COM | $226K | 0.2% | 1,033 SH | New |
| SIBANYE STILLWATER LTD | SPONSORED ADR | $79K | 0.1%Prev: 0.1% | 10,880 SH | Decreased |
| TEXAS PACIFIC LAND CORPORATI | COM | $401K | 0.3%Prev: 0.4% | 379 SH | Decreased-779 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $2.7M | 2.2%Prev: 1.8% | 6,187 SH | Increased+184 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $275K | 0.2%Prev: 0.2% | 3,091 SH | Increased+315 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $957K | 0.8%Prev: 0.7% | 1,684 SH | Decreased+44 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.2M | 1.0%Prev: 0.9% | 5,006 SH | Decreased-89 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.1M | 2.6%Prev: 2.0% | 10,351 SH | Increased+1,174 SH |
| VANGUARD INDEX FDS | VALUE ETF | $3.1M | 2.6%Prev: 2.4% | 17,673 SH | Decreased-10 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.8M | 1.5%Prev: 1.2% | 36,221 SH | Decreased-679 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $251K | 0.2%Prev: 0.2% | 4,204 SH | Decreased-116 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $1.9M | 1.6%Prev: 1.5% | 27,588 SH | Decreased-239 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $610K | 0.5%Prev: 0.5% | 10,700 SH | Decreased-508 SH |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | $1.2M | 1.0%Prev: 0.9% | 11,897 SH | Decreased-551 SH |
| VANGUARD WORLD FD | EXTENDED DUR | $234K | 0.2%Prev: 0.2% | 3,475 SH | Increased+1 SH |
| WALMART INC | COM | $350K | 0.3%Prev: 0.3% | 3,581 SH | Decreased-129 SH |
| WELLS FARGO CO NEW | COM | $500K | 0.4% | 6,240 SH | New |
| 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 |