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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 | |||||
|---|---|---|---|---|---|
| ALLBIRDS INC | CL A NEW | $32K | 0.0% | 10,687 SH | New |
| ALPHABET INC | CAP STK CL A | $339K | 0.1% | 1,180 SH | New |
| ALPHABET INC | CAP STK CL C | $390K | 0.1% | 1,360 SH | New |
| AMAZON COM INC | COM | $4.3M | 1.6% | 20,735 SH | New |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $6.5M | 2.5%Prev: 2.4% | 80,103 SH | Increased-1,425 SH |
| AMERICAN CENTY ETF TR | AVANTIS RESPON U | $2.4M | 0.9%Prev: 1.0% | 31,909 SH | Increased-1,666 SH |
| AMERICAN CENTY ETF TR | AVANTIS RESPONSI | $2.4M | 0.9%Prev: 1.0% | 33,495 SH | Increased-1,688 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $21.0M | 8.0%Prev: 8.4% | 247,991 SH | Increased-13,678 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $218K | 0.1% | 2,184 SH | New |
| AMERICAN CENTY ETF TR | US EQT ETF | $22.9M | 8.7%Prev: 9.9% | 205,746 SH | Increased-14,043 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $432K | 0.2%Prev: 0.1% | 3,913 SH | Increased+671 SH |
| APPLE INC | COM | $687K | 0.3%Prev: 0.5% | 2,708 SH | Decreased-1,484 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $534K | 0.2%Prev: 0.1% | 1,115 SH | Increased+589 SH |
| BLEND LABS INC | CL A | $19K | 0.0%Prev: 0.0% | 10,932 SH | Decreased-2,625 SH |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | $545K | 0.2%Prev: 0.3% | 12,871 SH | Increased-3,307 SH |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $1.7M | 0.6%Prev: 0.8% | 38,934 SH | Decreased-11,196 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $38.2M | 14.5%Prev: 15.8% | 982,700 SH | Increased-4,798 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $1.6M | 0.6%Prev: 1.0% | 39,031 SH | Decreased-17,162 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $55.1M | 21.0%Prev: 19.8% | 1,621,272 SH | Increased+65,617 SH |
| EXXON MOBIL CORP | COM | $260K | 0.1% | 1,534 SH | New |
| ISHARES INC | CORE MSCI EMKT | $201K | 0.1% | 2,875 SH | New |
| MICROSOFT CORP | COM | $978K | 0.4%Prev: 0.4% | 2,642 SH | Increased+327 SH |
| NEBIUS GROUP N.V. | SHS CLASS A | $382K | 0.1% | 3,683 SH | New |
| NVIDIA CORPORATION | COM | $615K | 0.2% | 3,526 SH | New |
| PALANTIR TECHNOLOGIES INC | CL A | $621K | 0.2%Prev: 0.2% | 4,245 SH | Increased-940 SH |
| PEPSICO INC | COM | $748K | 0.3% | 4,820 SH | New |
| PROCTER & GAMBLE CO | COM | $336K | 0.1% | 2,329 SH | New |
| RBB FUND TRUST | LONGVIEW ADVANTG | $9.7M | 3.7%Prev: 4.4% | 167,622 SH | Increased-24,311 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $875K | 0.3%Prev: 0.4% | 34,128 SH | Increased |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $506K | 0.2%Prev: 0.2% | 17,416 SH | Increased |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $21.0M | 8.0%Prev: 6.5% | 268,082 SH | Increased+97,335 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $14.4M | 5.5%Prev: 4.7% | 195,870 SH | Increased+64,933 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $1.2M | 0.5%Prev: 0.6% | 25,882 SH | Decreased+167 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $211K | 0.1% | 733 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.8M | 0.7%Prev: 1.4% | 3,058 SH | Decreased-2,697 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $27.2M | 10.3%Prev: 11.6% | 84,706 SH | Increased-2,021 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $1.4M | 0.5%Prev: 0.6% | 10,427 SH | Increased+116 SH |
| VANGUARD MALVERN FDS | CORE BD ETF | $1.3M | 0.5% | 16,486 SH | New |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $498K | 0.2%Prev: 0.2% | 9,987 SH | Increased+1,785 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $8.1M | 3.1%Prev: 2.9% | 102,705 SH | Increased+27,886 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | $508K | 0.2% | 5,071 SH | New |
| VANGUARD STAR FDS | VG TL INTL STK F | $9.0M | 3.4%Prev: 3.7% | 116,280 SH | Increased-5,347 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $558K | 0.2% | 8,715 SH | New |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | $302K | 0.1%Prev: 0.2% | 2,984 SH | Decreased-689 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $477K | 0.2%Prev: 0.2% | 3,218 SH | Increased+80 SH |
| YUM BRANDS INC | COM | $311K | 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 |