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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 | $684K | 0.5%Prev: 0.6% | 2,812 SH | Decreased-2 SH |
| ALPHABET INC | CAP STK CL C | $2.9M | 2.1%Prev: 2.4% | 12,101 SH | Decreased+174 SH |
| AMAZON COM INC | COM | $567K | 0.4%Prev: 0.4% | 2,581 SH | Decreased-629 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $2.0M | 1.4%Prev: 1.3% | 17,977 SH | Decreased+480 SH |
| APPLE INC | COM | $1.4M | 1.0%Prev: 0.9% | 5,587 SH | Decreased+231 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $754K | 0.5%Prev: 0.4% | 1 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $631K | 0.5%Prev: 0.4% | 1,254 SH | Decreased-70 SH |
| CADENCE DESIGN SYSTEM INC | COM | $3.6M | 2.6%Prev: 2.2% | 10,349 SH | Decreased-5 SH |
| CNX RES CORP | COM | $208K | 0.2%Prev: 0.1% | 6,473 SH | Decreased-19 SH |
| COSTCO WHSL CORP NEW | COM | $262K | 0.2% | 283 SH | New |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $1.7M | 1.2% | 40,313 SH | New |
| DIMENSIONAL ETF TRUST | DIMENSIONAL US | $876K | 0.6%Prev: 0.7% | 14,989 SH | Decreased-2,045 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $7.9M | 5.7%Prev: 6.3% | 246,517 SH | Decreased-23,876 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $437K | 0.3%Prev: 0.3% | 13,697 SH | Decreased |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $1.7M | 1.3%Prev: 1.2% | 54,761 SH | Decreased+1,664 SH |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | $269K | 0.2% | 4,838 SH | New |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $2.8M | 2.0%Prev: 1.7% | 60,971 SH | Decreased+6,068 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $2.5M | 1.8%Prev: 1.8% | 69,784 SH | Decreased-3,993 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $22.2M | 16.1%Prev: 16.5% | 677,976 SH | Decreased-87,861 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $266K | 0.2%Prev: 0.2% | 7,453 SH | Decreased |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $1.8M | 1.3%Prev: 1.0% | 36,771 SH | Decreased+179 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $4.0M | 2.9% | 83,142 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $3.3M | 2.4%Prev: 2.2% | 72,101 SH | Decreased |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $27.1M | 19.6% | 703,019 SH | New |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $1.6M | 1.2% | 22,154 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $4.6M | 3.3%Prev: 3.1% | 103,319 SH | Decreased+6,070 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $1.9M | 1.4%Prev: 1.3% | 28,004 SH | Decreased |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $5.4M | 3.9%Prev: 3.7% | 92,697 SH | Decreased+329 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $3.7M | 2.7%Prev: 2.5% | 117,940 SH | Decreased |
| EA SERIES TRUST | FREEDOM 100 EM | $258K | 0.2%Prev: 0.2% | 5,833 SH | Decreased+214 SH |
| ELEVANCE HEALTH INC FORMERLY | COM | $227K | 0.2%Prev: 0.2% | 702 SH | Decreased-36 SH |
| ELI LILLY & CO | COM | $240K | 0.2%Prev: 0.2% | 314 SH | Decreased-34 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $680K | 0.5%Prev: 0.4% | 3,587 SH | Decreased |
| ISHARES TR | 0-3 MNTH TREASRY | $3.5M | 2.5% | 34,282 SH | New |
| ISHARES TR | CORE S&P TTL STK | $328K | 0.2%Prev: 0.2% | 2,250 SH | Decreased |
| ISHARES TR | CORE S&P500 ETF | $1.2M | 0.9%Prev: 0.8% | 1,785 SH | Decreased |
| ISHARES TR | EAFE VALUE ETF | $435K | 0.3%Prev: 0.3% | 6,415 SH | Decreased |
| ISHARES TR | RUSSELL 2000 ETF | $233K | 0.2%Prev: 0.2% | 964 SH | Decreased |
| ISHARES TR | RUSSELL 3000 ETF | $240K | 0.2%Prev: 0.2% | 634 SH | Decreased |
| ISHARES TR | S&P 500 GRWT ETF | $562K | 0.4%Prev: 0.4% | 4,656 SH | Decreased |
| JOHNSON & JOHNSON | COM | $201K | 0.1%Prev: 0.2% | 1,083 SH | Decreased-32 SH |
| META PLATFORMS INC | CL A | $332K | 0.2%Prev: 0.2% | 452 SH | Increased-38 SH |
| MICROSOFT CORP | COM | $1.5M | 1.1%Prev: 0.7% | 2,849 SH | Increased-207 SH |
| NVIDIA CORPORATION | COM | $911K | 0.7%Prev: 0.8% | 4,883 SH | Decreased-2,032 SH |
| ORACLE CORP | COM | $308K | 0.2% | 1,094 SH | New |
| SIBANYE STILLWATER LTD | SPONSORED ADR | $122K | 0.1%Prev: 0.1% | 10,880 SH | Increased |
| TEXAS PACIFIC LAND CORPORATI | COM | $355K | 0.3%Prev: 0.3% | 380 SH | Decreased-757 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $2.9M | 2.1%Prev: 1.8% | 5,993 SH | Decreased-30,024 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $285K | 0.2%Prev: 0.2% | 3,112 SH | Increased+320 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.0M | 0.7%Prev: 0.6% | 1,671 SH | Decreased+76 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.3M | 0.9%Prev: 0.9% | 5,006 SH | Decreased-35 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.4M | 2.5%Prev: 2.1% | 10,356 SH | Decreased+430 SH |
| VANGUARD INDEX FDS | VALUE ETF | $3.3M | 2.4%Prev: 2.2% | 17,673 SH | Decreased |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.8M | 1.3%Prev: 1.1% | 36,546 SH | Decreased-2,095 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $255K | 0.2%Prev: 0.1% | 4,245 SH | Decreased-117 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $2.0M | 1.5%Prev: 1.7% | 27,588 SH | Decreased-7,026 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $634K | 0.5%Prev: 0.5% | 10,580 SH | Decreased-628 SH |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | $1.2M | 0.9%Prev: 0.7% | 11,951 SH | Decreased-395 SH |
| VANGUARD WORLD FD | EXTENDED DUR | $238K | 0.2%Prev: 0.1% | 3,475 SH | Increased+1 SH |
| WALMART INC | COM | $374K | 0.3%Prev: 0.2% | 3,633 SH | Decreased-72 SH |
| WELLS FARGO CO NEW | COM | $526K | 0.4% | 6,281 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 |