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CIK 0002110449 • 3 13F filings • Feb 12, 2026 – Aug 5, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $3.5M | 3.1%Prev: 3.7% | 45,526 SH | Decreased-1,297 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $1.8M | 1.5%Prev: 1.6% | 21,551 SH | Decreased |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $3.5M | 3.0%Prev: 3.4% | 36,865 SH | Decreased-3,925 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $34.9M | 30.4%Prev: 25.8% | 312,044 SH | Increased+65,472 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $3.6M | 3.1%Prev: 4.1% | 35,200 SH | Decreased-5,301 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $290K | 0.3%Prev: 0.3% | 8,773 SH | Decreased |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $514K | 0.4%Prev: 0.6% | 19,468 SH | Decreased-4,900 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $5.5M | 4.8%Prev: 6.0% | 158,269 SH | Decreased-38,225 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $752K | 0.7%Prev: 0.6% | 19,788 SH | Decreased-30 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $2.7M | 2.3%Prev: 2.4% | 55,824 SH | Decreased-5,306 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $12.1M | 10.5% | 305,252 SH | New |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $18.3M | 16.0% | 482,445 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $1.1M | 1.0% | 34,263 SH | New |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $785K | 0.7%Prev: 0.8% | 13,178 SH | Decreased |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $1.9M | 1.6%Prev: 1.7% | 57,237 SH | Decreased+319 SH |
| ELI LILLY & CO | COM | $397K | 0.3%Prev: 0.4% | 369 SH | Decreased |
| EQUIFAX INC | COM | $365K | 0.3%Prev: 0.2% | 1,684 SH | Increased |
| GOLDMAN SACHS GROUP INC | COM | $1.4M | 1.2%Prev: 1.4% | 1,557 SH | Decreased-165 SH |
| HOME DEPOT INC | COM | $789K | 0.7%Prev: 0.6% | 2,294 SH | Increased+239 SH |
| ISHARES TR | MSCI USA MMENTM | $457K | 0.4%Prev: 0.5% | 1,825 SH | Decreased |
| ISHARES TR | RUS 1000 GRW ETF | $635K | 0.6%Prev: 0.5% | 1,342 SH | Decreased-4,025 SH |
| ISHARES TR | RUS 1000 VAL ETF | $236K | 0.2%Prev: 0.2% | 1,123 SH | Decreased+25 SH |
| ISHARES TR | TIPS BD ETF | $2.8M | 2.4%Prev: 2.2% | 25,353 SH | Increased+715 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $16.4M | 14.3%Prev: 15.3% | 618,967 SH | Decreased-86,124 SH |
| 13F-HR |
| 0002110449-26-000002 |
| $106.2M |
| View |