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CIK 0001849497 • 6 13F filings • Apr 30, 2025 – Aug 11, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AGNICO EAGLE MINES LTD | COM | $242K | 0.2%Prev: 0.2% | 1,427 SH | Increased |
| ALPHABET INC | CAP STK CL A | $6.0M | 3.8%Prev: 3.1% | 19,265 SH | Increased |
| AMAZON COM INC | COM | $5.2M | 3.2%Prev: 2.2% | 22,480 SH | Increased+7,274 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $940K | 0.6%Prev: 0.5% | 10,008 SH | Increased+831 SH |
| APPLE INC | COM | $2.2M | 1.4%Prev: 1.4% | 8,242 SH | Increased |
| AST SPACEMOBILE INC | COM CL A | $726K | 0.5% | 10,000 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $5.0M | 3.1%Prev: 3.3% | 9,951 SH | Decreased |
| BLACKROCK ETF TRUST II | ISHARES SHORT-TE | $461K | 0.3%Prev: 0.3% | 9,137 SH | Decreased |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $5.8M | 3.6%Prev: 3.8% | 136,581 SH | Increased+1,490 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $1.2M | 0.8%Prev: 0.7% | 37,015 SH | Increased+2,764 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $1.3M | 0.8%Prev: 0.7% | 38,260 SH | Increased+3,262 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $1.2M | 0.7%Prev: 0.9% | 36,692 SH | Decreased-7,714 SH |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | $6.4M | 4.0%Prev: 4.1% | 119,060 SH | Increased+8,102 SH |
| DIMENSIONAL ETF TRUST | GLOBAL CR ETF | $2.7M | 1.7%Prev: 2.0% | 50,585 SH | Decreased-5,514 SH |
| DIMENSIONAL ETF TRUST | GLOBAL EX US COR | $4.2M | 2.7%Prev: 2.7% | 80,447 SH | Increased+4,539 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $1.1M | 0.7%Prev: 0.7% | 41,689 SH | Increased+4,519 SH |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $506K | 0.3%Prev: 0.4% | 12,167 SH | Decreased-1,808 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $985K | 0.6%Prev: 0.7% | 19,737 SH | Decreased-3,212 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $554K | 0.3%Prev: 0.4% | 14,546 SH | Decreased-2,314 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $4.0M | 2.5%Prev: 2.2% | 115,632 SH | Increased+12,180 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $1.1M | 0.7%Prev: 0.7% | 35,890 SH | Increased+3,051 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $1.3M | 0.8%Prev: 1.0% | 34,816 SH | Decreased-5,972 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $7.0M | 4.4%Prev: 4.4% | 145,974 SH | Increased+6,555 SH |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | $339K | 0.2%Prev: 0.4% | 6,700 SH | Decreased-3,949 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $17.7M | 11.1%Prev: 10.9% | 447,143 SH | Increased+17,753 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $4.1M | 2.5%Prev: 2.3% | 106,954 SH | Increased+15,039 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $1.1M | 0.7%Prev: 0.8% | 24,623 SH | Decreased-2,715 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $3.0M | 1.9%Prev: 1.8% | 91,277 SH | Increased+5,674 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $1.4M | 0.9%Prev: 1.0% | 24,022 SH | Decreased-1,647 SH |
| DISNEY WALT CO | COM | $230K | 0.1%Prev: 0.2% | 2,005 SH | Increased |
| EA SERIES TRUST | EA BRIDGEWAY OMN | $416K | 0.3%Prev: 0.3% | 17,867 SH | Decreased-1,076 SH |
| ENSYSCE BIOSCIENCES INC | COM NEW | $11K | 0.0%Prev: 0.0% | 12,000 SH | Decreased+1,500 SH |
| ENTERPRISE PRODS PARTNERS L | COM | $911K | 0.6%Prev: 0.6% | 28,402 SH | Increased |
| ETFS GOLD TR | PHYSCL GOLD SHS | $575K | 0.4%Prev: 0.3% | 14,000 SH | Increased |
| FIDELITY WISE ORIGIN BITCOIN | SHS | $1.2M | 0.8%Prev: 0.7% | 16,322 SH | Increased+5,644 SH |
| FREEPORT-MCMORAN INC | CL B | $254K | 0.2% | 5,000 SH | New |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | $3.1M | 1.9%Prev: 2.0% | 30,831 SH | Increased |
| GOLDMAN SACHS ETF TR | ULTRA SHORT BOND | $480K | 0.3%Prev: 0.3% | 9,462 SH | Decreased |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | $345K | 0.2%Prev: 0.3% | 5,050 SH | Decreased |
| GRAYSCALE ETHEREUM TRUST ETF | SHS | $1.2M | 0.8%Prev: 0.8% | 50,917 SH | Increased+15,665 SH |
| INVESCO QQQ TR | UNIT SER 1 | $6.0M | 3.8%Prev: 3.5% | 9,756 SH | Increased+898 SH |
| ISHARES GOLD TR | ISHARES NEW | $291K | 0.2%Prev: 0.2% | 3,579 SH | Increased |
| ISHARES INC | CORE MSCI EMKT | $2.0M | 1.3%Prev: 1.0% | 29,976 SH | Increased+6,339 SH |
| ISHARES INC | MSCI CDA ETF | $637K | 0.4%Prev: 0.3% | 11,803 SH | Increased+1,515 SH |
| ISHARES INC | MSCI JAPAN ETF | $1.1M | 0.7% | 13,085 SH | New |
| ISHARES INC | MSCI PAC JP ETF | $1.2M | 0.7%Prev: 0.6% | 23,117 SH | Increased+4,835 SH |
| ISHARES TR | 0-5YR INVT GR CP | $332K | 0.2%Prev: 0.2% | 6,552 SH | Decreased |
| ISHARES TR | 1 3 YR TREAS BD | $2.6M | 1.6%Prev: 1.8% | 31,105 SH | Decreased-1,738 SH |
| ISHARES TR | 20 YR TR BD ETF | $2.3M | 1.4%Prev: 1.7% | 26,310 SH | Decreased-2,120 SH |
| ISHARES TR | 3 7 YR TREAS BD | $5.5M | 3.5%Prev: 3.8% | 46,261 SH | Decreased-1,683 SH |
| ISHARES TR | 7-10 YR TRSY BD | $5.5M | 3.4%Prev: 3.6% | 56,782 SH | Increased+526 SH |
| ISHARES TR | CALIF MUN BD ETF | $678K | 0.4%Prev: 0.4% | 11,807 SH | Increased |
| ISHARES TR | CORE MSCI EURO | $2.5M | 1.6%Prev: 1.2% | 35,085 SH | Increased+8,992 SH |
| ISHARES TR | CORE S&P MCP ETF | $2.1M | 1.3%Prev: 1.0% | 32,307 SH | Increased+8,942 SH |
| ISHARES TR | CORE S&P SCP ETF | $1.3M | 0.8%Prev: 0.6% | 10,549 SH | Increased+3,367 SH |
| ISHARES TR | CORE S&P500 ETF | $6.1M | 3.8%Prev: 3.2% | 8,919 SH | Increased+1,675 SH |
| ISHARES TR | SHRT NAT MUN ETF | $468K | 0.3%Prev: 0.3% | 4,387 SH | Decreased |
| ISHARES TR | TRUST ISHARE 0-1 | $2.4M | 1.5% | 22,146 SH | New |
| KRANESHARES TRUST | BOSERA MSCI CHIN | $503K | 0.3%Prev: 0.3% | 16,280 SH | Increased |
| LOCKHEED MARTIN CORP | COM | $869K | 0.5%Prev: 0.6% | 1,796 SH | Decreased-16 SH |
| META PLATFORMS INC | CL A | $1.5M | 0.9%Prev: 1.3% | 2,263 SH | Decreased-517 SH |
| MICROSOFT CORP | COM | $1.8M | 1.1%Prev: 1.3% | 3,747 SH | Decreased |
| MILESTONE PHARMACEUTICALS IN | COM | $202K | 0.1% | 100,000 SH | New |
| NETFLIX INC | COM | $218K | 0.1% | 2,320 SH | New |
| NU HLDGS LTD | ORD SHS CL A | $335K | 0.2% | 20,000 SH | New |
| NUVEEN QUALITY MUNCP INCOME | COM | $192K | 0.1%Prev: 0.1% | 15,967 SH | Increased |
| NVIDIA CORPORATION | COM | $1.8M | 1.2%Prev: 1.2% | 9,909 SH | Decreased |
| PIMCO ETF TR | ENHAN SHRT MA AC | $311K | 0.2%Prev: 0.2% | 3,090 SH | Increased |
| QUALCOMM INC | COM | $334K | 0.2%Prev: 0.2% | 1,950 SH | Increased |
| ROKU INC | COM CL A | $249K | 0.2%Prev: 0.2% | 2,292 SH | Decreased-378 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $390K | 0.2%Prev: 0.3% | 11,910 SH | Decreased |
| SHOPIFY INC | CL A SUB VTG SHS | $241K | 0.2%Prev: 0.1% | 1,500 SH | Increased |
| SPDR GOLD TR | GOLD SHS | $245K | 0.2%Prev: 0.1% | 619 SH | Increased |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $816K | 0.5%Prev: 0.5% | 18,385 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $774K | 0.5%Prev: 0.5% | 1,131 SH | Increased |
| SPDR SERIES TRUST | STATE STREET SPD | $969K | 0.6% | 12,186 SH | New |
| STRIVE INC | CL A COM | $63K | 0.0% | 85,000 SH | New |
| TESLA INC | COM | $201K | 0.1% | 447 SH | New |
| UNILEVER PLC | SPON ADR NEW | $342K | 0.2%Prev: 0.2% | 5,226 SH | Decreased-660 SH |
| VANECK ETF TRUST | GOLD MINERS ETF | $220K | 0.1% | 2,564 SH | New |
| VANGUARD INDEX FDS | LARGE CAP ETF | $533K | 0.3%Prev: 0.3% | 1,692 SH | Increased |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $6.0M | 3.7%Prev: 3.5% | 120,548 SH | Increased+15,069 SH |
| WALMART INC | COM | $476K | 0.3%Prev: 0.3% | 4,260 SH | Increased-240 SH |
| ZOOM COMMUNICATIONS INC | CL A | $390K | 0.2%Prev: 0.2% | 4,523 SH | Increased |
| 13F-HR |
| 0001849497-26-000003 |
| $184.7M |
| View |
| Jul 16, 2025 | Q2 2025 | 13F-HR | 0002033299-25-000006 | $146.1M | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0001849497-26-000002 | $162.6M | View |
| Apr 30, 2025 | Q1 2025 | 13F-HR | 0001785445-25-000007 | $133.6M | View |