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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 | $422K | 0.1% | 1,180 SH | New |
| ALPHABET INC | CAP STK CL C | $481K | 0.2% | 1,360 SH | New |
| AMAZON COM INC | COM | $4.9M | 1.7% | 20,735 SH | New |
| AMERICAN CENTY ETF TR | AVA RES MAR ETF | $700K | 0.2% | 8,552 SH | New |
| AMERICAN CENTY ETF TR | AVAN RE INTL ETF | $2.0M | 0.7% | 24,959 SH | New |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $7.8M | 2.7%Prev: 2.5% | 80,537 SH | Increased-2,460 SH |
| AMERICAN CENTY ETF TR | AVANTIS RESPON U | $2.8M | 1.0%Prev: 1.0% | 31,912 SH | Increased-1,499 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $22.3M | 7.7%Prev: 8.5% | 250,006 SH | Increased-15,163 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $228K | 0.1% | 2,211 SH | New |
| AMERICAN CENTY ETF TR | US EQT ETF | $26.3M | 9.0%Prev: 9.6% | 205,672 SH | Increased-13,849 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $490K | 0.2%Prev: 0.1% | 3,929 SH | Increased+457 SH |
| APPLE INC | COM | $784K | 0.3%Prev: 0.4% | 2,708 SH | Decreased-1,484 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $558K | 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 |
| DIMENSIONAL ETF TRUST | EMER MARK SU ETF | $630K | 0.2% | 12,889 SH | New |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $1.8M | 0.6%Prev: 0.9% | 39,093 SH | Decreased-11,591 SH |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $43.2M | 14.8% | 973,802 SH | New |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $1.8M | 0.6%Prev: 1.0% | 38,980 SH | Decreased-17,019 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $58.8M | 20.2%Prev: 21.2% | 1,596,426 SH | Increased-61,193 SH |
| ISHARES INC | CORE MSCI EMKT | $238K | 0.1% | 2,875 SH | New |
| ISHARES TR | CORE S&P SCP ETF | $216K | 0.1% | 1,454 SH | New |
| J P MORGAN EXCHANGE TRADED F | JPMORGAM LTD DUR | $514K | 0.2% | 9,841 SH | New |
| MICROSOFT CORP | COM | $986K | 0.3%Prev: 0.5% | 2,643 SH | Decreased+328 SH |
| NEBIUS GROUP N.V. | SHS CLASS A | $659K | 0.2%Prev: 0.1% | 2,388 SH | Increased-2,645 SH |
| NVIDIA CORPORATION | COM | $706K | 0.2% | 3,529 SH | New |
| PALANTIR TECHNOLOGIES INC | CL A | $495K | 0.2%Prev: 0.3% | 4,245 SH | Decreased |
| PEPSICO INC | COM | $653K | 0.2% | 4,820 SH | New |
| PROCTER & GAMBLE CO | COM | $342K | 0.1% | 2,329 SH | New |
| RBB FUND TRUST | LONGVIEW ADVANTG | $10.9M | 3.7%Prev: 3.7% | 167,405 SH | Increased-217 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $1.0M | 0.3%Prev: 0.4% | 34,128 SH | Increased |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $629K | 0.2%Prev: 0.2% | 17,416 SH | Increased |
| TESLA INC | COM | $204K | 0.1% | 484 SH | New |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $22.4M | 7.7%Prev: 5.9% | 287,328 SH | Increased+114,325 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $14.9M | 5.1%Prev: 4.5% | 202,849 SH | Increased+61,452 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $1.3M | 0.4%Prev: 0.6% | 25,882 SH | Decreased |
| VANGUARD INDEX FDS | MID CAP ETF | $236K | 0.1% | 2,932 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.1M | 0.7%Prev: 1.4% | 3,058 SH | Decreased-2,697 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $31.3M | 10.8%Prev: 11.4% | 84,658 SH | Increased-1,831 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $1.6M | 0.6%Prev: 0.6% | 10,454 SH | Increased+140 SH |
| VANGUARD MALVERN FDS | CORE BD ETF | $1.3M | 0.5%Prev: 0.4% | 17,329 SH | Increased+5,731 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $526K | 0.2%Prev: 0.2% | 10,409 SH | Increased+2,182 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $9.6M | 3.3%Prev: 2.6% | 121,094 SH | Increased+46,868 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $227K | 0.1% | 1,775 SH | New |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | $616K | 0.2% | 5,071 SH | New |
| VANGUARD STAR FDS | VG TL INTL STK F | $9.9M | 3.4%Prev: 3.7% | 115,259 SH | Increased-6,520 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $621K | 0.2% | 8,715 SH | New |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | $302K | 0.1%Prev: 0.2% | 2,984 SH | Decreased-512 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $512K | 0.2%Prev: 0.2% | 3,238 SH | Increased+79 SH |
| YUM BRANDS INC | COM | $320K | 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 |