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CIK 0001989031 • 6 13F filings • Apr 23, 2025 – Jul 15, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $6.1M | 2.5%Prev: 2.7% | 81,294 SH | Decreased+757 SH |
| AMERICAN CENTY ETF TR | AVANTIS RESPON U | $2.5M | 1.0%Prev: 1.0% | 33,346 SH | Decreased+1,434 SH |
| AMERICAN CENTY ETF TR | AVANTIS RESPONSI | $2.4M | 1.0% | 34,969 SH | New |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $20.3M | 8.3%Prev: 7.7% | 257,108 SH | Decreased+7,102 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $23.5M | 9.6%Prev: 9.0% | 216,171 SH | Decreased+10,499 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $347K | 0.1%Prev: 0.2% | 3,487 SH | Decreased-442 SH |
| APPLE INC | COM | $1.1M | 0.4%Prev: 0.3% | 4,192 SH | Increased+1,484 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $264K | 0.1%Prev: 0.2% | 526 SH | Decreased-589 SH |
| BLEND LABS INC | CL A | $40K | 0.0%Prev: 0.0% | 10,932 SH | Increased |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | $644K | 0.3% | 15,668 SH | New |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $2.0M | 0.8%Prev: 0.6% | 47,971 SH | Increased+8,878 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $39.2M | 16.0% | 1,017,104 SH | New |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $2.2M | 0.9%Prev: 0.6% | 51,008 SH | Increased+12,028 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $51.6M | 21.0%Prev: 20.2% | 1,642,803 SH | Decreased+46,377 SH |
| ISHARES TR | MSCI EAFE ETF | $355K | 0.1% | 3,800 SH | New |
| MICROSOFT CORP | COM | $1.2M | 0.5%Prev: 0.3% | 2,315 SH | Increased-328 SH |
| NEBIUS GROUP N.V. | SHS CLASS A | $431K | 0.2%Prev: 0.2% | 3,836 SH | Decreased+1,448 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $774K | 0.3%Prev: 0.2% | 4,245 SH | Increased |
| PROCTER AND GAMBLE CO | COM | $280K | 0.1% | 1,825 SH | New |
| RBB FUND TRUST | LONGVIEW ADVANTG | $9.2M | 3.7%Prev: 3.7% | 167,622 SH | Decreased+217 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $899K | 0.4%Prev: 0.3% | 34,128 SH | Decreased |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $486K | 0.2%Prev: 0.2% | 17,416 SH | Decreased |
| SPDR S&P 500 ETF TR | TR UNIT | $970K | 0.4% | 1,456 SH | New |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $16.0M | 6.5%Prev: 7.7% | 202,457 SH | Decreased-84,871 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $11.0M | 4.5%Prev: 5.1% | 147,412 SH | Decreased-55,437 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $1.3M | 0.5%Prev: 0.4% | 25,882 SH | Increased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.5M | 1.4%Prev: 0.7% | 5,756 SH | Increased+2,698 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $28.0M | 11.4%Prev: 10.8% | 85,417 SH | Decreased+759 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $249K | 0.1% | 4,600 SH | New |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $1.4M | 0.6%Prev: 0.6% | 10,315 SH | Decreased-139 SH |
| VANGUARD MALVERN FDS | CORE BD ETF | $911K | 0.4%Prev: 0.5% | 11,613 SH | Decreased-5,716 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $389K | 0.2%Prev: 0.2% | 7,762 SH | Decreased-2,647 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $6.7M | 2.7%Prev: 3.3% | 83,457 SH | Decreased-37,637 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $213K | 0.1%Prev: 0.1% | 1,769 SH | Decreased-6 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $8.7M | 3.5%Prev: 3.4% | 118,012 SH | Decreased+2,753 SH |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | $334K | 0.1%Prev: 0.1% | 3,279 SH | Increased+295 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $448K | 0.2%Prev: 0.2% | 3,178 SH | Decreased-60 SH |
| 13F-HR |
| 0001172661-25-004519 |
| $245.7M |
| View |
| Jul 15, 2026 | Q2 2026 | 13F-HR | 0001172661-26-002620 | $291.3M | View |
| Jul 21, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002659 | $229.8M | View |
| Apr 15, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001493 | $262.8M | View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001541 | $206.1M | View |