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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 | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $300K | 0.1% | 960 SH | New |
| ALPHABET INC | CAP STK CL C | $345K | 0.1% | 1,100 SH | New |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $6.2M | 2.4%Prev: 2.5% | 80,844 SH | Increased-450 SH |
| AMERICAN CENTY ETF TR | AVANTIS RESPON U | $2.5M | 1.0%Prev: 1.0% | 33,219 SH | Increased-127 SH |
| AMERICAN CENTY ETF TR | AVANTIS RESPONSI | $2.5M | 1.0%Prev: 1.0% | 34,993 SH | Increased+24 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $20.7M | 8.1%Prev: 8.3% | 251,711 SH | Increased-5,397 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $23.0M | 9.0%Prev: 9.6% | 206,191 SH | Decreased-9,980 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $358K | 0.1%Prev: 0.1% | 3,509 SH | Increased+22 SH |
| APPLE INC | COM | $1.1M | 0.4%Prev: 0.4% | 4,144 SH | Increased-48 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $415K | 0.2%Prev: 0.1% | 826 SH | Increased+300 SH |
| BLEND LABS INC | CL A | $33K | 0.0%Prev: 0.0% | 10,932 SH | Decreased |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | $652K | 0.3%Prev: 0.3% | 15,709 SH | Increased+41 SH |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $2.1M | 0.8%Prev: 0.8% | 47,954 SH | Increased-17 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $37.8M | 14.8%Prev: 16.0% | 955,750 SH | Decreased-61,354 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $2.2M | 0.9%Prev: 0.9% | 51,011 SH | Increased+3 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $52.0M | 20.3%Prev: 21.0% | 1,589,713 SH | Increased-53,090 SH |
| ISHARES TR | MSCI EAFE ETF | $365K | 0.1%Prev: 0.1% | 3,800 SH | Increased |
| MICROSOFT CORP | COM | $1.1M | 0.4%Prev: 0.5% | 2,315 SH | Decreased |
| NEBIUS GROUP N.V. | SHS CLASS A | $215K | 0.1%Prev: 0.2% | 2,565 SH | Decreased-1,271 SH |
| NVIDIA CORPORATION | COM | $373K | 0.1% | 2,000 SH | New |
| PALANTIR TECHNOLOGIES INC | CL A | $755K | 0.3%Prev: 0.3% | 4,245 SH | Decreased |
| PEPSICO INC | COM | $789K | 0.3% | 5,500 SH | New |
| PROCTER AND GAMBLE CO | COM | $333K | 0.1%Prev: 0.1% | 2,325 SH | Increased+500 SH |
| RBB FUND TRUST | LONGVIEW ADVANTG | $9.5M | 3.7%Prev: 3.7% | 167,622 SH | Increased |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $918K | 0.4%Prev: 0.4% | 34,128 SH | Increased |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $496K | 0.2%Prev: 0.2% | 17,416 SH | Increased |
| SOFI TECHNOLOGIES INC | COM | $223K | 0.1% | 8,500 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $1.1M | 0.4%Prev: 0.4% | 1,603 SH | Increased+147 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $19.6M | 7.6%Prev: 6.5% | 248,149 SH | Increased+45,692 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $13.3M | 5.2%Prev: 4.5% | 178,888 SH | Increased+31,476 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $1.3M | 0.5%Prev: 0.5% | 25,882 SH | Decreased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.6M | 1.4%Prev: 1.4% | 5,757 SH | Increased+1 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $28.5M | 11.2%Prev: 11.4% | 85,063 SH | Increased-354 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $247K | 0.1%Prev: 0.1% | 4,600 SH | Decreased |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $1.5M | 0.6%Prev: 0.6% | 10,372 SH | Increased+57 SH |
| VANGUARD MALVERN FDS | CORE BD ETF | $933K | 0.4%Prev: 0.4% | 11,975 SH | Increased+362 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $392K | 0.2%Prev: 0.2% | 7,792 SH | Increased+30 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $7.7M | 3.0%Prev: 2.7% | 96,651 SH | Increased+13,194 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $216K | 0.1%Prev: 0.1% | 1,771 SH | Increased+2 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $8.9M | 3.5%Prev: 3.5% | 117,757 SH | Increased-255 SH |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | $333K | 0.1%Prev: 0.1% | 3,279 SH | Decreased |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $459K | 0.2%Prev: 0.2% | 3,199 SH | Increased+21 SH |
| YUM BRANDS INC | COM | $303K | 0.1% | 2,000 SH | New |
| 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 |