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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 | $809K | 0.5% | 2,814 SH | New |
| ALPHABET INC | CAP STK CL C | $3.5M | 2.4% | 12,094 SH | New |
| AMAZON COM INC | COM | $583K | 0.4%Prev: 0.4% | 2,800 SH | Increased+470 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $2.0M | 1.4% | 17,977 SH | New |
| APPLE INC | COM | $1.4M | 0.9%Prev: 1.1% | 5,360 SH | Increased+112 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $718K | 0.5% | 1 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $622K | 0.4%Prev: 0.5% | 1,298 SH | Increased+343 SH |
| CADENCE DESIGN SYSTEM INC | COM | $2.9M | 1.9%Prev: 2.5% | 10,350 SH | Increased+8 SH |
| CHEVRON CORPORATION | COM | $215K | 0.1% | 1,037 SH | New |
| CNX RES CORP | COM | $251K | 0.2%Prev: 0.2% | 6,514 SH | Increased+66 SH |
| CONSOLIDATED WATER CO INC | ORD | $235K | 0.2% | 7,109 SH | New |
| COSTCO WHOLESALE CORPORATION | COM | $286K | 0.2% | 287 SH | New |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $2.2M | 1.5%Prev: 1.5% | 52,751 SH | Increased+14,379 SH |
| DIMENSIONAL ETF TRUST | DIMENSIONAL US | $938K | 0.6% | 15,799 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $8.9M | 6.0%Prev: 6.4% | 257,206 SH | Increased+3,627 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $490K | 0.3%Prev: 0.4% | 13,697 SH | Increased |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $1.9M | 1.3%Prev: 0.4% | 54,761 SH | Increased+40,471 SH |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | $261K | 0.2%Prev: 0.2% | 4,838 SH | Increased |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $2.9M | 1.9%Prev: 2.2% | 54,369 SH | Increased-5,673 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $2.7M | 1.8%Prev: 1.2% | 69,460 SH | Increased+30,343 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $25.0M | 16.9%Prev: 16.7% | 703,061 SH | Increased+70,820 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $294K | 0.2%Prev: 0.2% | 7,453 SH | Increased |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $2.0M | 1.3%Prev: 1.7% | 40,930 SH | Increased+2,610 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $5.4M | 3.6%Prev: 3.4% | 112,064 SH | Increased+35,856 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $3.3M | 2.2%Prev: 1.9% | 72,101 SH | Increased+20,198 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $28.7M | 19.5%Prev: 21.2% | 738,764 SH | Increased+60,137 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $1.5M | 1.0%Prev: 1.2% | 21,451 SH | Increased-107 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $4.7M | 3.2%Prev: 4.2% | 97,085 SH | Increased-11,605 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $2.0M | 1.4%Prev: 1.6% | 28,004 SH | Increased |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $5.8M | 3.9%Prev: 4.5% | 92,239 SH | Increased-358 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $4.0M | 2.7%Prev: 2.9% | 117,940 SH | Increased |
| EA SERIES TRUST | FREEDOM 100 EM | $343K | 0.2% | 6,278 SH | New |
| ELEVANCE HEALTH INC FORMERLY | COM | $214K | 0.1% | 733 SH | New |
| ELI LILLY & CO | COM | $314K | 0.2% | 341 SH | New |
| EXXON MOBIL CORP | COM | $850K | 0.6% | 5,008 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $496K | 0.3% | 2,046 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $688K | 0.5%Prev: 0.6% | 3,587 SH | Increased |
| ISHARES TR | 0-3 MNTH TREASRY | $3.0M | 2.0%Prev: 2.7% | 29,328 SH | Increased+1,276 SH |
| ISHARES TR | 3YRTB ETF | $578K | 0.4% | 7,791 SH | New |
| ISHARES TR | CORE S&P TTL STK | $320K | 0.2% | 2,250 SH | New |
| ISHARES TR | CORE S&P500 ETF | $1.2M | 0.8%Prev: 0.3% | 1,785 SH | Increased+1,185 SH |
| ISHARES TR | EAFE VALUE ETF | $477K | 0.3% | 6,415 SH | New |
| ISHARES TR | RUSSELL 2000 ETF | $239K | 0.2% | 964 SH | New |
| ISHARES TR | RUSSELL 3000 ETF | $235K | 0.2%Prev: 0.2% | 634 SH | Increased |
| ISHARES TR | S&P 500 GRWT ETF | $527K | 0.4%Prev: 0.4% | 4,656 SH | Increased |
| JOHNSON & JOHNSON | COM | $280K | 0.2% | 1,146 SH | New |
| META PLATFORMS INC | CL A | $275K | 0.2%Prev: 0.2% | 481 SH | Increased+100 SH |
| MICROSOFT CORP | COM | $1.1M | 0.7%Prev: 0.8% | 2,837 SH | Increased+514 SH |
| NVIDIA CORPORATION | COM | $1.1M | 0.7%Prev: 0.4% | 6,242 SH | Increased+2,226 SH |
| SIBANYE STILLWATER LTD | SPONSORED ADR | $134K | 0.1% | 10,880 SH | New |
| TEXAS PACIFIC LAND CORPORATI | COM | $550K | 0.4% | 1,158 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $2.6M | 1.8%Prev: 1.7% | 6,003 SH | Increased+1,049 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $246K | 0.2%Prev: 0.3% | 2,776 SH | Decreased-293 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $980K | 0.7%Prev: 0.8% | 1,640 SH | Increased-31 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.3M | 0.9%Prev: 1.1% | 5,095 SH | Increased+89 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.9M | 2.0%Prev: 2.7% | 9,177 SH | Increased-1,174 SH |
| VANGUARD INDEX FDS | VALUE ETF | $3.5M | 2.4%Prev: 2.5% | 17,683 SH | Increased+2,165 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.8M | 1.2%Prev: 1.8% | 36,900 SH | Decreased-867 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $257K | 0.2%Prev: 0.2% | 4,320 SH | Increased+145 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $2.1M | 1.5%Prev: 1.6% | 27,827 SH | Increased+239 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $718K | 0.5%Prev: 0.3% | 11,208 SH | Increased+3,990 SH |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | $1.3M | 0.9%Prev: 1.3% | 12,448 SH | Decreased-740 SH |
| VANGUARD WORLD FD | EXTENDED DUR | $226K | 0.2%Prev: 0.2% | 3,474 SH | Decreased-2 SH |
| WALMART INC | COM | $461K | 0.3% | 3,710 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 |