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CIK 0001999208 • 7 13F filings • Apr 22, 2025 – Oct 20, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $258K | 0.1% | 750 SH | New |
| COLUMBIA ETF TR I | CORE BOND ETF | $13.1M | 6.5% | 457,515 SH | New |
| DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | $19.8M | 9.8% | 493,288 SH | New |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $345K | 0.2%Prev: 0.2% | 6,170 SH | Increased-590 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $478K | 0.2%Prev: 0.4% | 11,547 SH | Decreased-4,087 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $41.2M | 20.4%Prev: 18.9% | 1,094,312 SH | Increased+195,317 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $758K | 0.4%Prev: 1.9% | 16,472 SH | Decreased-46,322 SH |
| DIMENSIONAL ETF TRUST | SHOR DUR FIX ETF | $299K | 0.1% | 6,435 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $25.0M | 12.3%Prev: 10.6% | 476,982 SH | Increased+114,297 SH |
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | $19.8M | 9.8% | 237,973 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $20.1M | 9.9%Prev: 11.0% | 259,891 SH | Increased+9,485 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $22.7M | 11.2%Prev: 10.6% | 613,360 SH | Increased+84,754 SH |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2027 | $438K | 0.2%Prev: 0.2% | 19,811 SH | Increased+8,999 SH |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 | $276K | 0.1%Prev: 0.2% | 15,181 SH | Decreased-39 SH |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 HG | $695K | 0.3%Prev: 0.1% | 33,631 SH | Increased+24,223 SH |
| INVESCO EXCH TRD SLF IDX FD | BULL 2031 HI ETF | $301K | 0.1% | 11,993 SH | New |
| INVESCO EXCH TRD SLF IDX FD | BULLE MUN ETF | $418K | 0.2% | 17,380 SH | New |
| INVESCO EXCH TRD SLF IDX FD | BULLETSHS 2030 | $250K | 0.1% | 10,055 SH | New |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | $517K | 0.3%Prev: 0.2% | 26,510 SH | Increased+9,814 SH |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 MUNI | $395K | 0.2%Prev: 0.2% | 16,844 SH | Increased+4,067 SH |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | $556K | 0.3%Prev: 0.3% | 28,445 SH | Increased+2,570 SH |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 MUNI | $441K | 0.2% | 18,960 SH | New |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2028 MUNI | $295K | 0.1% | 12,929 SH | New |
| INVESCO EXCH TRD SLF IDX FD | BULTSHS 2035 MUN | $810K | 0.4% | 34,419 SH | New |
| INVESCO EXCH TRD SLF IDX FD | INVSCO 28 HYCORP | $447K | 0.2%Prev: 0.1% | 20,857 SH | Increased+11,653 SH |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 26 | $265K | 0.1%Prev: 0.2% | 11,624 SH | Increased+1,377 SH |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | $418K | 0.2%Prev: 0.2% | 20,776 SH | Increased+4,547 SH |
| ISHARES INC | CORE MSCI EMKT | $658K | 0.3%Prev: 0.4% | 8,101 SH | Increased-396 SH |
| ISHARES TR | CORE S&P SCP ETF | $431K | 0.2%Prev: 0.3% | 3,167 SH | Decreased-1,316 SH |
| ISHARES TR | CORE S&P500 ETF | $315K | 0.2% | 412 SH | New |
| ISHARES TR | CORE US AGGBD ET | $11.1M | 5.5% | 117,714 SH | New |
| ISHARES TR | EAFE GRWTH ETF | $828K | 0.4%Prev: 0.3% | 6,913 SH | Increased+3,285 SH |
| ISHARES TR | IBOXX HI YD ETF | $364K | 0.2% | 4,708 SH | New |
| ISHARES TR | MICRO-CAP ETF | $220K | 0.1% | 1,192 SH | New |
| ISHARES TR | NATIONAL MUN ETF | $3.5M | 1.7%Prev: 0.4% | 34,788 SH | Increased+28,636 SH |
| ISHARES TR | RUS 1000 ETF | $1.3M | 0.6% | 3,007 SH | New |
| ISHARES TR | RUS 1000 GRW ETF | $2.6M | 1.3%Prev: 1.5% | 20,533 SH | Increased+15,491 SH |
| ISHARES TR | RUS 1000 VAL ETF | $1.3M | 0.6%Prev: 0.7% | 5,122 SH | Increased+110 SH |
| ISHARES TR | RUS 2000 GRW ETF | $663K | 0.3%Prev: 0.3% | 1,859 SH | Increased+240 SH |
| ISHARES TR | RUS 2000 VAL ETF | $468K | 0.2%Prev: 0.2% | 2,234 SH | Increased+109 SH |
| ISHARES TR | RUS MD CP GR ETF | $440K | 0.2%Prev: 0.3% | 3,196 SH | Increased+219 SH |
| ISHARES TR | RUSSELL 2000 ETF | $236K | 0.1%Prev: 0.2% | 850 SH | Decreased-535 SH |
| ISHARES TR | SHRT NAT MUN ETF | $3.7M | 1.8% | 35,008 SH | New |
| VANECK ETF TRUST | PREFERRED SECURT | $1.4M | 0.7% | 81,693 SH | New |
| VANECK ETF TRUST | REAL ASSETS ETF | $1.1M | 0.5%Prev: 0.5% | 27,546 SH | Increased+5,840 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $1.5M | 0.7% | 29,514 SH | New |
| 13F-HR |
| 0001951757-25-001198 |
| $156.2M |
| View |
| Aug 7, 2026 | Q2 2026 | 13F-HR | 0001951757-26-001179 | $213.7M | View |
| Jul 16, 2025 | Q2 2025 | 13F-HR | 0001951757-25-000873 | $130.2M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000684 | $184.1M | View |
| Apr 22, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000412 | $114.4M | View |