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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 | $3.6M | 3.4% | 44,428 SH | |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $1.8M | 1.7% | 21,551 SH | |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $3.9M | 3.7% | 39,343 SH | |
| AMERICAN CENTY ETF TR | US EQT ETF | $26.8M | 25.2% | 240,833 SH | |
| AMERICAN CENTY ETF TR | US SML CP VALU | $4.0M | 3.8% | 36,496 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $303K | 0.3% | 8,773 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $590K | 0.6% | 22,212 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $6.4M | 6.0% | 180,275 SH | |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $793K | 0.7% | 20,095 SH | |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $3.0M | 2.8% | 62,089 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $10.6M | 10.0% | 273,084 SH | |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $17.4M | 16.4% | 472,628 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $1.2M | 1.1% | 34,263 SH | |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $823K | 0.8% | 13,178 SH | |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $1.9M | 1.8% | 57,237 SH | |
| ELI LILLY & CO | COM | $339K | 0.3% | 369 SH | |
| HOME DEPOT INC | COM | $601K | 0.6% | 1,826 SH | |
| ISHARES TR | MSCI USA MMENTM | $438K | 0.4% | 1,825 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $572K | 0.5% | 1,342 SH | |
| ISHARES TR | RUS 1000 VAL ETF | $235K | 0.2% | 1,098 SH | |
| ISHARES TR | TIPS BD ETF | $2.8M | 2.6% | 24,966 SH | |
| SCHWAB STRATEGIC TR | US TIPS ETF | $18.1M | 17.0% | 678,604 SH |
| 13F-HR |
| 0002110449-26-000002 |
| $106.2M |
| View |