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CIK 0002109534 • 3 13F filings • Feb 12, 2026 – Aug 6, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $359K | 0.3% | 1,250 SH | |
| AMAZON COM INC | COM | $244K | 0.2% | 1,171 SH | |
| AMERICAN CENTY ETF TR | AVANTIS CORE FI | $309K | 0.3% | 7,439 SH | |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $2.6M | 2.5% | 32,468 SH | |
| AMERICAN CENTY ETF TR | AVANTIS RESPON U | $8.1M | 7.8% | 109,404 SH | |
| AMERICAN CENTY ETF TR | AVANTIS RESPONSI | $8.5M | 8.2% | 119,114 SH | |
| AMERICAN CENTY ETF TR | AVANTIS SHFXDINC | $423K | 0.4% | 9,040 SH | |
| AMERICAN CENTY ETF TR | CORE MUNI FXD IN | $212K | 0.2% | 4,629 SH | |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | $3.3M | 3.2% | 55,224 SH | |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | $218K | 0.2% | 2,916 SH | |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $2.3M | 2.2% | 26,535 SH | |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $3.4M | 3.2% | 33,653 SH | |
| AMERICAN CENTY ETF TR | US EQT ETF | $1.8M | 1.7% | 15,936 SH | |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $10.5M | 10.1% | 130,690 SH | |
| AMERICAN CENTY ETF TR | US SML CP VALU | $6.8M | 6.5% | 61,746 SH | |
| APPLE INC | COM | $1.7M | 1.6% | 6,710 SH | |
| CHEVRON CORPORATION | COM | $1.0M | 1.0% | 4,836 SH | |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $1.4M | 1.4% | 42,075 SH | |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $655K | 0.6% | 12,404 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $11.2M | 10.8% | 288,436 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $2.2M | 2.1% | 60,697 SH | |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $4.1M | 4.0% | 128,019 SH | |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $2.7M | 2.6% | 67,420 SH | |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | $725K | 0.7% | 14,305 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $1.0M | 1.0% | 23,119 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $1.1M | 1.1% | 28,898 SH | |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $9.4M | 9.0% | 254,968 SH | |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $2.1M | 2.0% | 90,098 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $3.3M | 3.2% | 93,870 SH | |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $378K | 0.4% | 9,194 SH | |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $717K | 0.7% | 11,476 SH | |
| EA SERIES TRUST | FREEDOM 100 EM | $219K | 0.2% | 4,007 SH | |
| EXXON MOBIL CORP | COM | $507K | 0.5% | 2,988 SH | |
| INVESCO EXCH TRADED FD TR II | RAFI DVLPD MRKTS | $678K | 0.7% | 9,700 SH | |
| INVESCO EXCH TRADED FD TR II | RAFI EMRGNG MRKT | $330K | 0.3% | 12,280 SH | |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | $432K | 0.4% | 9,086 SH | |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1500 | $480K | 0.5% | 10,460 SH | |
| ISHARES TR | 0-3 MNTH TREASRY | $3.7M | 3.5% | 36,544 SH | |
| ISHARES TR | CORE S&P MCP ETF | $270K | 0.3% | 4,000 SH | |
| ISHARES TR | ESG AWARE MSCI | $448K | 0.4% | 9,527 SH | |
| ISHARES TR | ESG AWR MSCI USA | $223K | 0.2% | 1,580 SH | |
| JPMORGAN CHASE & CO | COM | $425K | 0.4% | 1,445 SH | |
| MICROSOFT CORP | COM | $379K | 0.4% | 1,023 SH | |
| NVIDIA CORPORATION | COM | $231K | 0.2% | 1,323 SH | |
| SPDR SERIES TRUST | STATE STREET SPD | $370K | 0.4% | 12,686 SH | |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $408K | 0.4% | 1,206 SH | |
| TIDAL TRUST II | RTN STACKED BD | $1.9M | 1.8% | 100,943 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $453K | 0.4% | 1,412 SH |
| 13F-HR |
| 0002109534-26-000002 |
| $104.2M |
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