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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 | $391K | 0.4%Prev: 0.3% | 1,095 SH | Increased-155 SH |
| AMAZON COM INC | COM | $294K | 0.3%Prev: 0.2% | 1,234 SH | Increased+63 SH |
| AMERICAN CENTY ETF TR | AVA RES MAR ETF | $1.5M | 1.5% | 18,939 SH | New |
| AMERICAN CENTY ETF TR | AVAN RE INTL ETF | $3.4M | 3.3% | 42,324 SH | New |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $2.6M | 2.5%Prev: 2.5% | 27,064 SH | Decreased-5,404 SH |
| AMERICAN CENTY ETF TR | AVANTIS RESPON U | $4.6M | 4.5%Prev: 7.8% | 52,165 SH | Decreased-57,239 SH |
| AMERICAN CENTY ETF TR | AVANTIS SHFXDINC | $382K | 0.4%Prev: 0.4% | 8,197 SH | Decreased-843 SH |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | $3.3M | 3.2%Prev: 3.2% | 50,126 SH | Decreased-5,098 SH |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | $226K | 0.2%Prev: 0.2% | 2,916 SH | Increased |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $1.4M | 1.4%Prev: 2.2% | 16,099 SH | Decreased-10,436 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $3.2M | 3.1%Prev: 3.2% | 31,299 SH | Decreased-2,354 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $917K | 0.9%Prev: 1.7% | 7,161 SH | Decreased-8,775 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $10.6M | 10.3%Prev: 10.1% | 116,585 SH | Increased-14,105 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $6.8M | 6.6%Prev: 6.5% | 54,765 SH | Increased-6,981 SH |
| APPLE INC | COM | $1.4M | 1.4%Prev: 1.6% | 4,977 SH | Decreased-1,733 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $4.5M | 4.3% | 6 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $210K | 0.2% | 420 SH | New |
| CHEVRON CORPORATION | COM | $799K | 0.8%Prev: 1.0% | 4,818 SH | Decreased-18 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $1.3M | 1.2%Prev: 1.4% | 31,706 SH | Decreased-10,369 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $670K | 0.6%Prev: 0.6% | 12,404 SH | Increased |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $10.9M | 10.5%Prev: 10.8% | 264,365 SH | Decreased-24,071 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $2.3M | 2.2%Prev: 2.1% | 60,676 SH | Increased-21 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $3.9M | 3.8%Prev: 4.0% | 114,472 SH | Decreased-13,547 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $2.3M | 2.2%Prev: 2.6% | 56,949 SH | Decreased-10,471 SH |
| DIMENSIONAL ETF TRUST | SHOR DUR FIX ETF | $490K | 0.5% | 10,269 SH | New |
| DIMENSIONAL ETF TRUST | ULTR FIX INC ETF | $1.4M | 1.4% | 27,519 SH | New |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $960K | 0.9% | 21,638 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $1.2M | 1.1%Prev: 1.0% | 22,497 SH | Increased-622 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROF ETF | $9.6M | 9.3% | 231,104 SH | New |
| DIMENSIONAL ETF TRUST | US REAL ESTA ETF | $2.2M | 2.1% | 84,136 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $3.2M | 3.1% | 81,924 SH | New |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $433K | 0.4%Prev: 0.4% | 9,285 SH | Increased+91 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $802K | 0.8%Prev: 0.7% | 11,476 SH | Increased |
| EA SERIES TRUST | FREEDOM 100 EM | $292K | 0.3%Prev: 0.2% | 4,007 SH | Increased |
| EXXON MOBIL CORP | COM | $411K | 0.4%Prev: 0.5% | 3,003 SH | Decreased+15 SH |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | $491K | 0.5%Prev: 0.4% | 9,086 SH | Increased |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1500 | $373K | 0.4%Prev: 0.5% | 6,685 SH | Decreased-3,775 SH |
| INVESCO QQQ TR | UNIT SER 1 | $267K | 0.3% | 363 SH | New |
| ISHARES TR | 0-3 MTH TREASURY | $2.1M | 2.0% | 20,449 SH | New |
| ISHARES TR | CORE S&P MCP ETF | $308K | 0.3%Prev: 0.3% | 4,000 SH | Increased |
| ISHARES TR | EAFE VALUE ETF | $324K | 0.3% | 4,232 SH | New |
| ISHARES TR | ESG AWARE MSCI | $378K | 0.4%Prev: 0.4% | 6,755 SH | Decreased-2,772 SH |
| JPMORGAN CHASE & CO | COM | $505K | 0.5%Prev: 0.4% | 1,543 SH | Increased+98 SH |
| MICRON TECHNOLOGY INC | COM | $262K | 0.3% | 227 SH | New |
| MICROSOFT CORP | COM | $343K | 0.3%Prev: 0.4% | 919 SH | Decreased-104 SH |
| NVIDIA CORPORATION | COM | $300K | 0.3%Prev: 0.2% | 1,499 SH | Increased+176 SH |
| SPDR SERIES TRUST | ST SHO TREAS ETF | $846K | 0.8% | 29,149 SH | New |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $576K | 0.6%Prev: 0.4% | 1,206 SH | Increased |
| TIDAL TRUST II | RTN STACKED BD | $2.8M | 2.7%Prev: 1.8% | 146,697 SH | Increased+45,754 SH |
| UNITEDHEALTH GROUP INC | COM | $271K | 0.3% | 652 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $231K | 0.2% | 2,676 SH | New |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $737K | 0.7% | 3,729 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $213K | 0.2% | 310 SH | New |
| VANGUARD INDEX FDS | SM CP VAL ETF | $685K | 0.7% | 2,821 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $528K | 0.5%Prev: 0.4% | 1,426 SH | Increased+14 SH |
| VANGUARD INDEX FDS | VALUE ETF | $1.7M | 1.6% | 7,723 SH | New |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $249K | 0.2% | 1,611 SH | New |
| 13F-HR |
| 0002109534-26-000002 |
| $104.2M |
| View |