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CIK 0001964760 • 9 13F filings • Jul 7, 2025 – Jul 29, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $12.9M | 4.2%Prev: 2.5% | 167,923 SH | Increased+58,210 SH |
| AMERICAN CENTY ETF TR | AVANTIS RESPON U | $365K | 0.1% | 4,786 SH | New |
| AMERICAN CENTY ETF TR | AVANTIS RESPONSI | $1.4M | 0.4%Prev: 0.4% | 19,502 SH | Increased+2,165 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $2.2M | 0.7% | 28,413 SH | New |
| AMERICAN CENTY ETF TR | US SML CP VALU | $39.8M | 12.8%Prev: 13.5% | 389,787 SH | Increased+32,369 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $87.8M | 28.3%Prev: 25.5% | 1,759,444 SH | Increased-76,356 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $2.1M | 0.7%Prev: 0.8% | 28,895 SH | Increased-2,507 SH |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $31.3M | 10.1%Prev: 9.4% | 915,237 SH | Increased+113,496 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $45.2M | 14.6%Prev: 17.4% | 971,148 SH | Increased-116,043 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $3.5M | 1.1%Prev: 0.2% | 105,175 SH | Increased+89,039 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $55.1M | 17.8%Prev: 21.5% | 925,776 SH | Increased-60,863 SH |
| GCT SEMICONDUCTOR HLDG INC | COMMON STOCK | $151K | 0.0% | 125,640 SH | New |
| ISHARES TR | CORE S&P MCP ETF | $204K | 0.1%Prev: 0.1% | 3,084 SH | Increased-136 SH |
| ISHARES TR | CORE S&P SCP ETF | $421K | 0.1% | 3,507 SH | New |
| ISHARES TR | CORE S&P TTL STK | $465K | 0.1%Prev: 0.1% | 3,130 SH | Increased+550 SH |
| ISHARES TR | CORE S&P500 ETF | $2.6M | 0.8%Prev: 0.6% | 3,832 SH | Increased+1,321 SH |
| ISHARES TR | EAFE VALUE ETF | $262K | 0.1%Prev: 0.1% | 3,665 SH | Increased-930 SH |
| ISHARES TR | ESG AW MSCI EAFE | $201K | 0.1% | 2,111 SH | New |
| ISHARES TR | RUS 1000 VAL ETF | $353K | 0.1%Prev: 0.1% | 1,678 SH | Increased-157 SH |
| ISHARES TR | RUS 2000 GRW ETF | $8.7M | 2.8%Prev: 2.6% | 27,055 SH | Increased+4,052 SH |
| ISHARES TR | RUSSELL 2000 ETF | $210K | 0.1% | 855 SH | New |
| PIMCO ETF TR | INTER MUN BD ACT | $1.0M | 0.3%Prev: 0.4% | 19,922 SH | Increased+187 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $282K | 0.1%Prev: 0.1% | 10,764 SH | Increased |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $452K | 0.1%Prev: 0.1% | 16,496 SH | Increased+5,741 SH |
| SPDR GOLD TR | GOLD SHS | $247K | 0.1%Prev: 0.1% | 624 SH | Decreased-596 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $2.9M | 0.9%Prev: 1.0% | 4,185 SH | Increased-25 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $241K | 0.1% | 2,644 SH | New |
| VANECK ETF TRUST | ISRAEL ETF | $483K | 0.2%Prev: 0.1% | 8,220 SH | Increased |
| VANGUARD INDEX FDS | GROWTH ETF | $1.6M | 0.5%Prev: 0.4% | 3,272 SH | Increased+1,038 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $260K | 0.1%Prev: 0.1% | 897 SH | Increased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $559K | 0.2%Prev: 0.1% | 892 SH | Increased+182 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $335K | 0.1%Prev: 0.2% | 1,580 SH | Decreased-655 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $518K | 0.2%Prev: 0.3% | 2,009 SH | Decreased-837 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.1M | 0.4%Prev: 0.1% | 3,283 SH | Increased+2,176 SH |
| VANGUARD INDEX FDS | VALUE ETF | $766K | 0.2%Prev: 0.5% | 4,010 SH | Decreased-3,582 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $272K | 0.1%Prev: 0.1% | 5,067 SH | Increased-232 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $1.0M | 0.3% | 17,500 SH | New |
| VANGUARD WORLD FD | ESG US CORP BD | $2.4M | 0.8%Prev: 0.7% | 37,032 SH | Increased+9,297 SH |
| WISDOMTREE TR | US LARGECAP DIVD | $628K | 0.2%Prev: 0.2% | 7,128 SH | Increased+248 SH |
| 13F-HR |
| 0001765380-25-000472 |
| $296.1M |
| View |
| Jul 8, 2025 | Q3 2024 | 13F-HR/A | 0001765380-25-000244 | $261.4M | View |
| Jul 29, 2026 | Q2 2026 | 13F-HR | 0001765380-26-000240 | $365.5M | View |
| Aug 12, 2025 | Q2 2025 | 13F-HR | 0001765380-25-000337 | $277.3M | View |
| Apr 30, 2026 | Q1 2026 | 13F-HR | 0001765380-26-000130 | $336.5M | View |
| Jul 8, 2025 | Q1 2025 | 13F-HR/A | 0001765380-25-000245 | $257.4M | View |