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CIK 0001966355 • 6 13F filings • May 8, 2025 – Aug 6, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $305K | 0.1% | 2,080 SH | |
| ABBOTT LABS | COM | $351K | 0.1% | 2,649 SH | |
| ABBVIE INC | COM | $647K | 0.2% | 3,086 SH | |
| ALPHABET INC | CAP STK CL A | $742K | 0.2% | 4,798 SH | |
| ALPHABET INC | CAP STK CL C | $751K | 0.2% | 4,806 SH | |
| AMAZON COM INC | COM | $955K | 0.3% | 5,019 SH | |
| AMERICAN CENTY ETF TR | AVANTIS CORE FI | $468K | 0.1% | 11,311 SH | |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $1.7M | 0.5% | 27,951 SH | |
| AMERICAN CENTY ETF TR | AVANTIS SHFXDINC | $1.7M | 0.5% | 36,728 SH | |
| AMERICAN CENTY ETF TR | AVANTIS US SMALL | $1.2M | 0.3% | 24,009 SH | |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | $1.4M | 0.4% | 24,713 SH | |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $750K | 0.2% | 11,320 SH | |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $1.5M | 0.5% | 22,190 SH | |
| AMERICAN CENTY ETF TR | US EQT ETF | $2.0M | 0.6% | 21,862 SH | |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $2.6M | 0.7% | 39,482 SH | |
| AMERICAN CENTY ETF TR | US SML CP VALU | $4.1M | 1.2% | 46,533 SH | |
| AMERICAN EXPRESS CO | COM | $284K | 0.1% | 1,054 SH | |
| APPLE INC | COM | $937K | 0.3% | 4,217 SH | |
| BROADCOM INC | COM | $296K | 0.1% | 1,770 SH | |
| CNFINANCE HLDGS LTD | SPON ADS | $8K | 0.0% | 10,298 SH | |
| COCA COLA CO | COM | $372K | 0.1% | 5,189 SH | |
| COMCAST CORP NEW | CL A | $245K | 0.1% | 6,646 SH | |
| COSTCO WHSL CORP NEW | COM | $253K | 0.1% | 268 SH | |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $23.0M | 6.7% | 546,159 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $7.6M | 2.2% | 286,559 SH | |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $2.6M | 0.8% | 101,346 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL EX US COR | $381K | 0.1% | 7,300 SH | |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $12.2M | 3.5% | 309,446 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $3.6M | 1.0% | 114,218 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $11.1M | 3.2% | 398,394 SH | |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $8.8M | 2.6% | 341,552 SH | |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $4.1M | 1.2% | 139,341 SH | |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $13.1M | 3.8% | 276,324 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $59.3M | 17.2% | 1,796,099 SH | |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | $10.1M | 2.9% | 167,541 SH | |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $35.0M | 10.2% | 848,588 SH | |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $2.2M | 0.6% | 90,452 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $21.6M | 6.3% | 360,700 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $328K | 0.1% | 11,658 SH | |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $20.2M | 5.9% | 391,743 SH | |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $4.3M | 1.2% | 162,854 SH | |
| EXXON MOBIL CORP | COM | $550K | 0.2% | 4,628 SH | |
| ISHARES INC | CORE MSCI EMKT | $984K | 0.3% | 18,234 SH | |
| ISHARES TR | 1 3 YR TREAS BD | $2.5M | 0.7% | 30,483 SH | |
| ISHARES TR | CALIF MUN BD ETF | $1.1M | 0.3% | 18,768 SH | |
| ISHARES TR | CORE US AGGBD ET | $8.4M | 2.4% | 85,053 SH | |
| ISHARES TR | MSCI EAFE ETF | $270K | 0.1% | 3,301 SH | |
| ISHARES TR | RUS 2000 VAL ETF | $602K | 0.2% | 3,985 SH | |
| JOHNSON & JOHNSON | COM | $403K | 0.1% | 2,429 SH | |
| JPMORGAN CHASE & CO | COM | $927K | 0.3% | 3,779 SH | |
| LILLY ELI & CO | COM | $497K | 0.1% | 602 SH | |
| MICROSOFT CORP | COM | $2.7M | 0.8% | 7,272 SH | |
| ORACLE CORP | COM | $370K | 0.1% | 2,646 SH | |
| PEPSICO INC | COM | $214K | 0.1% | 1,425 SH | |
| PHILIP MORRIS INTL INC | COM | $314K | 0.1% | 1,980 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $3.2M | 0.9% | 5,741 SH | |
| SPDR SER TR | BLOOMBERG 1-3 MO | $3.0M | 0.9% | 32,926 SH | |
| TEXAS INSTRS INC | COM | $238K | 0.1% | 1,323 SH | |
| UNITEDHEALTH GROUP INC | COM | $539K | 0.2% | 1,030 SH | |
| VANGUARD BD INDEX FDS | INTERMED TERM | $10.2M | 3.0% | 132,844 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $17.0M | 5.0% | 217,474 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $2.0M | 0.6% | 27,464 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $2.9M | 0.9% | 32,314 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $692K | 0.2% | 1,347 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $203K | 0.1% | 1,089 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.5M | 0.4% | 6,969 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $390K | 0.1% | 1,418 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $1.7M | 0.5% | 9,599 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $222K | 0.1% | 4,913 SH | |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $531K | 0.2% | 4,574 SH | |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $9.6M | 2.8% | 161,062 SH | |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $4.2M | 1.2% | 72,114 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $1.2M | 0.3% | 14,649 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $255K | 0.1% | 4,106 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $276K | 0.1% | 5,438 SH | |
| VERTEX PHARMACEUTICALS INC | COM | $260K | 0.1% | 536 SH | |
| WALMART INC | COM | $435K | 0.1% | 4,957 SH | |
| WELLS FARGO CO NEW | COM | $298K | 0.1% | 4,147 SH | |
| WISDOMTREE TR | INTL SMCAP DIV | $428K | 0.1% | 6,490 SH |
| 13F-HR |
| 0001966355-26-000003 |
| $445.1M |
| View |
| Aug 7, 2025 | Q2 2025 | 13F-HR | 0001966355-25-000003 | $353.7M | View |
| May 8, 2026 | Q1 2026 | 13F-HR | 0001966355-26-000002 | $398.3M | View |
| May 8, 2025 | Q1 2025 | 13F-HR | 0001966355-25-000002 | $343.9M | View |