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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 | $337K | 0.1%Prev: 0.1% | 2,080 SH | Increased |
| ABBVIE INC | COM | $739K | 0.2%Prev: 0.2% | 2,937 SH | Increased-309 SH |
| ADVANCED MICRO DEVICES INC | COM | $229K | 0.1% | 394 SH | New |
| ALPHABET INC | CAP STK CL A | $1.5M | 0.3%Prev: 0.3% | 4,223 SH | Increased-1,252 SH |
| ALPHABET INC | CAP STK CL C | $789K | 0.2%Prev: 0.2% | 2,234 SH | Decreased-2,572 SH |
| AMAZON COM INC | COM | $1.1M | 0.3%Prev: 0.4% | 4,744 SH | Decreased-1,002 SH |
| AMERICAN CENTY ETF TR | AVANTIS ALL EQT | $223K | 0.1% | 2,251 SH | New |
| AMERICAN CENTY ETF TR | AVANTIS CORE FI | $1.6M | 0.4%Prev: 0.2% | 39,448 SH | Increased+22,669 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $4.4M | 1.0%Prev: 0.5% | 45,197 SH | Increased+17,127 SH |
| AMERICAN CENTY ETF TR | AVANTIS INTL SML | $273K | 0.1% | 3,628 SH | New |
| AMERICAN CENTY ETF TR | AVANTIS SHFXDINC | $2.6M | 0.6%Prev: 0.5% | 56,430 SH | Increased+16,898 SH |
| AMERICAN CENTY ETF TR | AVANTIS US SMALL | $2.0M | 0.4%Prev: 0.4% | 26,651 SH | Increased+2,474 SH |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | $3.0M | 0.7%Prev: 0.4% | 38,450 SH | Increased+13,866 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $1.8M | 0.4%Prev: 0.2% | 20,641 SH | Increased+9,321 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $2.9M | 0.7%Prev: 0.5% | 28,351 SH | Increased+6,135 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $5.6M | 1.2%Prev: 0.6% | 43,337 SH | Increased+23,525 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $6.5M | 1.5%Prev: 0.8% | 70,793 SH | Increased+29,051 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $8.7M | 2.0%Prev: 1.2% | 70,105 SH | Increased+22,310 SH |
| AMERICAN EXPRESS CO | COM | $260K | 0.1%Prev: 0.1% | 770 SH | Decreased-294 SH |
| ANALOG DEVICES INC | COM | $215K | 0.0% | 541 SH | New |
| APPLE INC | COM | $2.1M | 0.5%Prev: 0.3% | 7,145 SH | Increased+2,443 SH |
| BROADCOM INC | COM | $499K | 0.1%Prev: 0.1% | 1,320 SH | Increased-450 SH |
| CISCO SYS INC | COM | $327K | 0.1%Prev: 0.1% | 2,784 SH | Increased-259 SH |
| COCA COLA CO | COM | $301K | 0.1%Prev: 0.1% | 3,700 SH | Decreased-1,589 SH |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $31.3M | 7.0%Prev: 5.8% | 742,314 SH | Increased+256,953 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $8.5M | 1.9%Prev: 2.1% | 208,018 SH | Increased-47,608 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $4.6M | 1.0%Prev: 0.8% | 114,564 SH | Increased+12,783 SH |
| DIMENSIONAL ETF TRUST | GLOBAL EX US COR | $214K | 0.0%Prev: 0.1% | 4,000 SH | Decreased-3,300 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $202K | 0.0% | 6,976 SH | New |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | $475K | 0.1% | 9,112 SH | New |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $304K | 0.1% | 6,732 SH | New |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $11.6M | 2.6%Prev: 3.0% | 215,049 SH | Increased-32,964 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $8.7M | 2.0%Prev: 1.1% | 211,688 SH | Increased+98,397 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $13.7M | 3.1%Prev: 3.5% | 366,947 SH | Increased-27,096 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $12.3M | 2.8%Prev: 2.8% | 350,563 SH | Increased+15,345 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $4.6M | 1.0%Prev: 1.2% | 113,569 SH | Increased-18,358 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $5.1M | 1.2%Prev: 0.7% | 106,022 SH | Increased+52,341 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $19.4M | 4.4%Prev: 3.7% | 405,530 SH | Increased+132,588 SH |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | $5.5M | 1.2% | 108,825 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $73.1M | 16.4%Prev: 17.9% | 1,647,465 SH | Increased-120,700 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $11.6M | 2.6% | 142,075 SH | New |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $478K | 0.1% | 12,091 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $38.6M | 8.7%Prev: 9.1% | 702,050 SH | Increased-57,046 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $3.2M | 0.7%Prev: 0.6% | 121,684 SH | Increased+35,701 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $28.2M | 6.3%Prev: 5.9% | 342,420 SH | Increased+17,539 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $357K | 0.1%Prev: 0.1% | 9,207 SH | Increased-2,457 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $801K | 0.2% | 17,174 SH | New |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $23.2M | 5.2%Prev: 5.4% | 331,926 SH | Increased-21,991 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $5.6M | 1.3%Prev: 1.4% | 151,543 SH | Increased-11,311 SH |
| ELI LILLY & CO | COM | $401K | 0.1% | 334 SH | New |
| EMERSON ELEC CO | COM | $225K | 0.1%Prev: 0.1% | 1,575 SH | Increased+15 SH |
| EXXON MOBIL CORP | COM | $519K | 0.1%Prev: 0.1% | 3,797 SH | Increased-841 SH |
| INTEL CORP | COM | $543K | 0.1% | 3,891 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $221K | 0.0% | 300 SH | New |
| ISHARES INC | CORE MSCI EMKT | $1.5M | 0.3%Prev: 0.3% | 18,470 SH | Increased+100 SH |
| ISHARES TR | 1 3 YR TREAS BD | $2.3M | 0.5%Prev: 0.7% | 28,140 SH | Decreased-2,335 SH |
| ISHARES TR | CALIF MUN BD ETF | $1.1M | 0.2%Prev: 0.3% | 19,126 SH | Increased+358 SH |
| ISHARES TR | CORE S&P SCP ETF | $219K | 0.0% | 1,478 SH | New |
| ISHARES TR | CORE US AGGBD ET | $6.4M | 1.4%Prev: 2.0% | 64,579 SH | Decreased-6,045 SH |
| ISHARES TR | MSCI EAFE ETF | $293K | 0.1%Prev: 0.2% | 2,819 SH | Decreased-3,708 SH |
| ISHARES TR | NATIONAL MUN ETF | $212K | 0.0% | 1,968 SH | New |
| ISHARES TR | RUS 2000 VAL ETF | $879K | 0.2%Prev: 0.2% | 3,975 SH | Increased-11 SH |
| ISHARES TR | U.S. REAL ES ETF | $325K | 0.1% | 3,175 SH | New |
| JOHNSON & JOHNSON | COM | $508K | 0.1%Prev: 0.1% | 1,998 SH | Increased-449 SH |
| JPMORGAN CHASE & CO. | COM | $872K | 0.2% | 2,663 SH | New |
| MICRON TECHNOLOGY INC | COM | $265K | 0.1% | 230 SH | New |
| MICROSOFT CORP | COM | $1.4M | 0.3%Prev: 1.1% | 3,867 SH | Decreased-3,685 SH |
| NVIDIA CORPORATION | COM | $613K | 0.1%Prev: 0.1% | 3,064 SH | Increased-124 SH |
| ORACLE CORP | COM | $214K | 0.0%Prev: 0.2% | 1,459 SH | Decreased-1,187 SH |
| PHILIP MORRIS INTL INC | COM | $301K | 0.1%Prev: 0.1% | 1,664 SH | Decreased-316 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $4.7M | 1.1%Prev: 1.0% | 6,261 SH | Increased+520 SH |
| SPDR SER TR | BLOOMBERG 1-3 MO | $2.9M | 0.7%Prev: 1.1% | 31,757 SH | Decreased-12,029 SH |
| TEXAS INSTRS INC | COM | $287K | 0.1%Prev: 0.1% | 963 SH | Increased-395 SH |
| UNITEDHEALTH GROUP INC | COM | $387K | 0.1%Prev: 0.1% | 930 SH | Increased-135 SH |
| VANECK ETF TRUST | JP MRGAN EM LOC | $469K | 0.1% | 18,347 SH | New |
| VANGUARD BD INDEX FDS | INTERMED TERM | $8.5M | 1.9%Prev: 2.2% | 111,199 SH | Increased+11,233 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $17.8M | 4.0%Prev: 4.2% | 228,068 SH | Increased+37,892 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $1.5M | 0.3%Prev: 0.6% | 20,140 SH | Decreased-7,404 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $4.5M | 1.0%Prev: 1.0% | 46,925 SH | Increased+6,161 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $771K | 0.2%Prev: 0.5% | 1,122 SH | Decreased-1,701 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $230K | 0.1%Prev: 0.2% | 946 SH | Decreased-2,179 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $2.1M | 0.5%Prev: 0.5% | 6,906 SH | Increased-82 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.9M | 0.7%Prev: 0.8% | 26,720 SH | Decreased-549 SH |
| VANGUARD INDEX FDS | VALUE ETF | $2.1M | 0.5%Prev: 0.5% | 9,530 SH | Increased-129 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $486K | 0.1%Prev: 0.2% | 3,095 SH | Decreased-1,445 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $9.2M | 2.1%Prev: 2.1% | 155,710 SH | Increased+33,646 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $4.2M | 0.9%Prev: 1.2% | 71,938 SH | Increased+1,133 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $1.2M | 0.3%Prev: 0.3% | 14,649 SH | Decreased |
| VANGUARD STAR FDS | VG TL INTL STK F | $351K | 0.1%Prev: 0.1% | 4,106 SH | Increased |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $346K | 0.1%Prev: 0.3% | 4,860 SH | Decreased-12,299 SH |
| VERTEX PHARMACEUTICALS INC | COM | $252K | 0.1%Prev: 0.1% | 508 SH | Increased-28 SH |
| WALMART INC | COM | $232K | 0.1%Prev: 0.1% | 2,049 SH | Decreased-3,158 SH |
| WELLS FARGO CO NEW | COM | $288K | 0.1%Prev: 0.1% | 3,482 SH | Decreased-665 SH |
| WISDOMTREE TR | INTL SMCAP DIV | $541K | 0.1%Prev: 0.1% | 6,458 SH | Increased-34 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 |