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CIK 0002034579 • 6 13F filings • May 15, 2025 – Jul 20, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $429K | 0.2%Prev: 0.1% | 1,371 SH | Increased |
| AMAZON COM INC | COM | $233K | 0.1% | 1,011 SH | New |
| APPLE INC | COM | $1.2M | 0.5%Prev: 0.5% | 4,392 SH | Decreased-298 SH |
| CATERPILLAR INC | COM | $785K | 0.3%Prev: 0.3% | 1,369 SH | Increased |
| CHEVRON CORP NEW | COM | $2.3M | 0.9%Prev: 1.0% | 14,879 SH | Decreased+6 SH |
| COSTCO WHSL CORP NEW | COM | $447K | 0.2%Prev: 0.2% | 518 SH | Decreased |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $286K | 0.1%Prev: 0.1% | 8,300 SH | Decreased-1,048 SH |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | $7.9M | 3.2% | 156,210 SH | New |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $30.5M | 12.4%Prev: 12.5% | 891,486 SH | Increased+35,632 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $3.9M | 1.6%Prev: 1.7% | 84,002 SH | Increased-114 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $37.6M | 15.3%Prev: 15.6% | 631,087 SH | Increased+27,092 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $73.0M | 29.7%Prev: 30.3% | 2,229,430 SH | Increased+58,034 SH |
| EXXON MOBIL CORP | COM | $303K | 0.1%Prev: 0.1% | 2,517 SH | Increased+5 SH |
| FREEPORT-MCMORAN INC | CL B | $258K | 0.1% | 5,085 SH | New |
| IDACORP INC | COM | $631K | 0.3%Prev: 0.3% | 4,988 SH | Decreased |
| JPMORGAN CHASE & CO. | COM | $428K | 0.2%Prev: 0.2% | 1,327 SH | Increased |
| KEYSIGHT TECHNOLOGIES INC | COM | $283K | 0.1%Prev: 0.1% | 1,393 SH | Decreased-477 SH |
| META PLATFORMS INC | CL A | $333K | 0.1%Prev: 0.2% | 504 SH | Decreased |
| MICRON TECHNOLOGY INC | COM | $362K | 0.1%Prev: 0.1% | 1,270 SH | Increased-40 SH |
| MICROSOFT CORP | COM | $1.2M | 0.5%Prev: 0.6% | 2,425 SH | Decreased-142 SH |
| NVIDIA CORPORATION | COM | $232K | 0.1%Prev: 0.1% | 1,242 SH | Decreased-160 SH |
| ORACLE CORP | COM | $405K | 0.2%Prev: 0.3% | 2,077 SH | Decreased |
| RTX CORPORATION | COM | $518K | 0.2%Prev: 0.2% | 2,825 SH | Increased+11 SH |
| SCHWAB CHARLES CORP | COM | $223K | 0.1%Prev: 0.1% | 2,228 SH | Increased |
| SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | $549K | 0.2%Prev: 0.2% | 15,233 SH | Decreased |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $1.8M | 0.7%Prev: 0.8% | 40,616 SH | Increased |
| VANGUARD BD INDEX FDS | INTERMED TERM | $15.3M | 6.2%Prev: 6.4% | 195,871 SH | Increased+11,356 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $664K | 0.3%Prev: 0.3% | 8,421 SH | Increased+388 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $4.9M | 2.0%Prev: 2.1% | 15,693 SH | Increased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.8M | 1.1%Prev: 1.2% | 4,463 SH | Increased+104 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $506K | 0.2%Prev: 0.2% | 1,962 SH | Increased+34 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $54.6M | 22.3%Prev: 23.7% | 162,871 SH | Increased+531 SH |
| VANGUARD INDEX FDS | VALUE ETF | $213K | 0.1%Prev: 0.1% | 1,115 SH | Decreased-30 SH |
| WALMART INC | COM | $361K | 0.1%Prev: 0.1% | 3,240 SH | Increased |
| 13F-HR |
| 0002085853-26-000783 |
| $276.5M |
| View |
| Aug 12, 2025 | Q2 2025 | 13F-HR | 0001667731-25-001098 | $215.2M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000434 | $248.6M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000642 | $191.7M | View |