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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 | $1.0M | 0.6%Prev: 0.2% | 2,814 SH | Increased+1,391 SH |
| ALPHABET INC | CAP STK CL C | $4.2M | 2.4% | 11,927 SH | New |
| AMAZON COM INC | COM | $765K | 0.4%Prev: 0.4% | 3,210 SH | Increased+736 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $2.2M | 1.3%Prev: 1.6% | 17,497 SH | Increased-1,649 SH |
| APPLE INC | COM | $1.5M | 0.9%Prev: 0.9% | 5,356 SH | Increased-23 SH |
| APPLIED MATLS INC | COM | $223K | 0.1% | 308 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL A | $749K | 0.4%Prev: 0.6% | 1 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $663K | 0.4%Prev: 0.5% | 1,324 SH | Increased+104 SH |
| CADENCE DESIGN SYSTEM INC | COM | $3.9M | 2.2%Prev: 2.6% | 10,354 SH | Increased+8 SH |
| CNX RES CORP | COM | $220K | 0.1%Prev: 0.2% | 6,492 SH | Increased+13 SH |
| CONSOLIDATED WATER CO INC | ORD | $210K | 0.1% | 7,109 SH | New |
| COSTCO WHOLESALE CORPORATION | COM | $267K | 0.2% | 285 SH | New |
| DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | $2.4M | 1.4% | 55,955 SH | New |
| DIMENSIONAL ETF TRUST | DIMENSIONAL US | $1.1M | 0.7%Prev: 0.5% | 17,034 SH | Increased+5,322 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $11.0M | 6.3%Prev: 5.6% | 270,393 SH | Increased+38,389 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $584K | 0.3%Prev: 0.3% | 13,697 SH | Increased |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $2.1M | 1.2%Prev: 1.3% | 53,097 SH | Increased-1,738 SH |
| DIMENSIONAL ETF TRUST | GLOB CO PLUS ETF | $484K | 0.3% | 8,884 SH | New |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $3.0M | 1.7%Prev: 2.1% | 54,903 SH | Increased-5,879 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $3.0M | 1.8%Prev: 2.0% | 73,777 SH | Increased+3,773 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $28.5M | 16.5%Prev: 16.3% | 765,837 SH | Increased+124,172 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $299K | 0.2%Prev: 0.2% | 7,453 SH | Increased |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $1.8M | 1.0%Prev: 1.3% | 36,592 SH | Increased+2,467 SH |
| DIMENSIONAL ETF TRUST | SHOR DUR FIX ETF | $5.7M | 3.3% | 119,350 SH | New |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $36.1M | 20.9% | 814,210 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $3.7M | 2.2%Prev: 2.5% | 72,101 SH | Increased |
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | $1.8M | 1.0% | 21,451 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $5.3M | 3.1%Prev: 3.6% | 97,249 SH | Increased-5,851 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $2.3M | 1.3%Prev: 1.5% | 28,004 SH | Increased |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $6.5M | 3.7%Prev: 4.1% | 92,368 SH | Increased-142 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $4.3M | 2.5%Prev: 2.8% | 117,940 SH | Increased |
| EA SERIES TRUST | FREEDOM 100 EM | $410K | 0.2%Prev: 0.2% | 5,619 SH | Increased-25 SH |
| ELEVANCE HEALTH INC FORMERLY | COM | $285K | 0.2% | 738 SH | New |
| ELI LILLY & CO | COM | $418K | 0.2%Prev: 0.2% | 348 SH | Increased+41 SH |
| EXXON MOBIL CORP | COM | $680K | 0.4% | 4,976 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $573K | 0.3% | 2,037 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $763K | 0.4%Prev: 0.5% | 3,587 SH | Increased |
| ISHARES TR | 0-3 MTH TREASURY | $3.4M | 1.9% | 33,369 SH | New |
| ISHARES TR | 3YRTB ETF | $578K | 0.3% | 7,791 SH | New |
| ISHARES TR | CORE S&P TTL STK | $370K | 0.2%Prev: 0.2% | 2,250 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $1.3M | 0.8%Prev: 0.9% | 1,785 SH | Increased |
| ISHARES TR | EAFE VALUE ETF | $491K | 0.3%Prev: 0.3% | 6,415 SH | Increased |
| ISHARES TR | RUSSELL 2000 ETF | $290K | 0.2%Prev: 0.2% | 964 SH | Increased+15 SH |
| ISHARES TR | RUSSELL 3000 ETF | $270K | 0.2%Prev: 0.2% | 634 SH | Increased |
| ISHARES TR | S&P 500 GRWT ETF | $640K | 0.4%Prev: 0.4% | 4,656 SH | Increased |
| JOHNSON & JOHNSON | COM | $283K | 0.2% | 1,115 SH | New |
| META PLATFORMS INC | CL A | $276K | 0.2%Prev: 0.2% | 490 SH | Decreased+77 SH |
| MICRON TECHNOLOGY INC | COM | $337K | 0.2% | 292 SH | New |
| MICROSOFT CORP | COM | $1.1M | 0.7%Prev: 1.1% | 3,056 SH | Decreased+297 SH |
| NUCOR CORP | COM | $218K | 0.1% | 979 SH | New |
| NVIDIA CORPORATION | COM | $1.4M | 0.8%Prev: 0.6% | 6,915 SH | Increased+2,385 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $201K | 0.1% | 7,260 SH | New |
| SIBANYE STILLWATER LTD | SPONSORED ADR | $92K | 0.1%Prev: 0.1% | 10,880 SH | Increased |
| SPDR SERIES TRUST | ST STR P500VAL | $213K | 0.1% | 3,500 SH | New |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $220K | 0.1% | 461 SH | New |
| TEXAS PACIFIC LAND CORPORATI | COM | $498K | 0.3%Prev: 0.3% | 1,137 SH | Increased+758 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $3.1M | 1.8%Prev: 2.2% | 36,017 SH | Increased+29,830 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $269K | 0.2%Prev: 0.2% | 2,792 SH | Decreased-299 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.1M | 0.6%Prev: 0.8% | 1,595 SH | Increased-89 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.5M | 0.9%Prev: 1.0% | 5,041 SH | Increased+35 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.7M | 2.1%Prev: 2.6% | 9,926 SH | Increased-425 SH |
| VANGUARD INDEX FDS | VALUE ETF | $3.9M | 2.2%Prev: 2.6% | 17,673 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $219K | 0.1% | 3,674 SH | New |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $2.0M | 1.1%Prev: 1.5% | 38,641 SH | Increased+2,420 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $257K | 0.1%Prev: 0.2% | 4,362 SH | Increased+158 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $3.0M | 1.7%Prev: 1.6% | 34,614 SH | Increased+7,026 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $799K | 0.5%Prev: 0.5% | 11,208 SH | Increased+508 SH |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | $1.3M | 0.7%Prev: 1.0% | 12,346 SH | Increased+449 SH |
| VANGUARD WORLD FD | EXTENDED DUR | $226K | 0.1%Prev: 0.2% | 3,474 SH | Decreased-1 SH |
| WALMART INC | COM | $420K | 0.2%Prev: 0.3% | 3,705 SH | Increased+124 SH |
| WISDOMTREE TR | US MIDCAP DIVID | $212K | 0.1% | 3,758 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 |