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CIK 0002038170 • 5 13F filings • Apr 23, 2025 – Aug 3, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $292K | 0.1%Prev: 0.1% | 931 SH | Increased |
| AMAZON COM INC | COM | $447K | 0.1%Prev: 0.1% | 1,935 SH | Increased |
| AMERICAN CENTY ETF TR | AVANTIS EMERGING | $4.9M | 1.6%Prev: 1.5% | 78,632 SH | Increased+5,028 SH |
| APPLE INC | COM | $1.3M | 0.4%Prev: 0.4% | 4,859 SH | Increased+1 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $578K | 0.2%Prev: 0.2% | 1,150 SH | Decreased |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $338K | 0.1%Prev: 0.1% | 7,935 SH | Decreased-269 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $10.1M | 3.2%Prev: 3.1% | 305,037 SH | Increased+13,715 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $5.1M | 1.6%Prev: 1.6% | 150,467 SH | Increased+1,555 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $2.2M | 0.7%Prev: 0.8% | 68,893 SH | Decreased-9,110 SH |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | $283K | 0.1%Prev: 0.1% | 5,243 SH | Decreased-453 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $1.4M | 0.4%Prev: 0.5% | 51,428 SH | Decreased-5,119 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $6.0M | 1.9%Prev: 2.0% | 119,333 SH | Decreased-14,777 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $3.6M | 1.1%Prev: 1.3% | 93,280 SH | Decreased-15,230 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $14.3M | 4.5%Prev: 4.3% | 414,203 SH | Increased+17,601 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $10.0M | 3.2%Prev: 2.9% | 317,032 SH | Increased+21,083 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $10.9M | 3.5%Prev: 3.3% | 330,672 SH | Increased+10,635 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $558K | 0.2%Prev: 0.2% | 14,688 SH | Decreased-973 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $2.1M | 0.7%Prev: 0.7% | 44,346 SH | Decreased-1,963 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $793K | 0.3% | 16,542 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $36.4M | 11.5%Prev: 10.9% | 777,232 SH | Increased+47,583 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $366K | 0.1%Prev: 0.2% | 9,253 SH | Decreased-4,437 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $28.4M | 9.0%Prev: 9.5% | 383,354 SH | Decreased-18,721 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $40.0M | 12.7%Prev: 12.4% | 1,051,465 SH | Increased+48,059 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $35.7M | 11.3%Prev: 11.5% | 765,891 SH | Increased-22,879 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $9.3M | 3.0%Prev: 3.0% | 406,986 SH | Increased+22,608 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $20.7M | 6.6%Prev: 6.5% | 296,472 SH | Increased+4,797 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $14.2M | 4.5%Prev: 4.2% | 431,045 SH | Increased+28,699 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $7.6M | 2.4%Prev: 2.7% | 128,151 SH | Decreased-14,242 SH |
| DUKE ENERGY CORP NEW | COM NEW | $380K | 0.1%Prev: 0.1% | 3,240 SH | Decreased+2 SH |
| ETFS GOLD TR | PHYSCL GOLD SHS | $496K | 0.2%Prev: 0.1% | 12,084 SH | Increased |
| EXXON MOBIL CORP | COM | $331K | 0.1%Prev: 0.1% | 2,749 SH | Increased |
| ISHARES TR | CORE US AGGBD ET | $11.0M | 3.5%Prev: 3.4% | 110,467 SH | Increased+6,719 SH |
| ISHARES TR | MSCI EAFE ETF | $412K | 0.1%Prev: 0.1% | 4,289 SH | Increased+23 SH |
| ISHARES TR | MSCI USA QLT FCT | $344K | 0.1%Prev: 0.1% | 1,733 SH | Increased |
| ISHARES TR | RUS 1000 ETF | $256K | 0.1%Prev: 0.1% | 685 SH | Increased |
| ISHARES TR | RUS 1000 VAL ETF | $250K | 0.1%Prev: 0.1% | 1,189 SH | Increased |
| ISHARES TR | RUS 2000 VAL ETF | $219K | 0.1%Prev: 0.1% | 1,207 SH | Increased |
| ISHARES TR | RUS MD CP GR ETF | $255K | 0.1%Prev: 0.1% | 1,862 SH | Decreased |
| ISHARES TR | RUSSELL 3000 ETF | $1.7M | 0.5%Prev: 0.6% | 4,468 SH | Increased |
| ISHARES TR | S&P 500 GRWT ETF | $682K | 0.2%Prev: 0.2% | 5,536 SH | Increased |
| ISHARES TR | S&P 500 VAL ETF | $334K | 0.1%Prev: 0.1% | 1,573 SH | Increased |
| ISHARES TR | SHRT NAT MUN ETF | $1.0M | 0.3%Prev: 0.4% | 9,807 SH | Decreased-2,408 SH |
| LOWES COS INC | COM | $6.1M | 1.9%Prev: 2.1% | 25,127 SH | Decreased-500 SH |
| MICROSOFT CORP | COM | $887K | 0.3%Prev: 0.4% | 1,834 SH | Decreased-600 SH |
| PROSHARES TR | ULTRPRO S&P500 | $911K | 0.3%Prev: 0.3% | 7,868 SH | Increased-295 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $489K | 0.2%Prev: 0.2% | 715 SH | Increased |
| SPDR SERIES TRUST | STATE STREET SPD | $13.7M | 4.3% | 475,740 SH | New |
| TRUIST FINL CORP | COM | $292K | 0.1%Prev: 0.1% | 5,941 SH | Increased |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $510K | 0.2%Prev: 0.2% | 6,887 SH | Decreased-938 SH |
| VANGUARD MUN BD FDS | INTERMEDIATE TRM | $1.9M | 0.6%Prev: 0.6% | 18,441 SH | Decreased-365 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $3.1M | 1.0%Prev: 1.1% | 62,174 SH | Decreased-6,499 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $318K | 0.1%Prev: 0.1% | 3,794 SH | Decreased-281 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | $325K | 0.1%Prev: 0.1% | 3,261 SH | Increased |
| VANGUARD WORLD FD | INF TECH ETF | $693K | 0.2%Prev: 0.2% | 920 SH | Increased |
| VISA INC | COM CL A | $432K | 0.1%Prev: 0.1% | 1,231 SH | Increased |
| 13F-HR |
| 0002038170-26-000004 |
| $354.1M |
| View |
| Aug 7, 2025 | Q2 2025 | 13F-HR | 0002038170-25-000004 | $267.4M | View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0002038170-25-000002 | $226.1M | View |