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CIK 0002034579 • 6 13F filings • May 15, 2025 – Jul 20, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $212K | 0.1%Prev: 0.1% | 1,016 SH | Increased-71 SH |
| APPLE INC | COM | $1.1M | 0.4%Prev: 0.6% | 4,340 SH | Decreased-800 SH |
| CATERPILLAR INC | COM | $1.0M | 0.4%Prev: 0.2% | 1,415 SH | Increased+98 SH |
| CHEVRON CORPORATION | COM | $2.9M | 1.2% | 14,177 SH | New |
| COSTCO WHOLESALE CORPORATION | COM | $503K | 0.2% | 505 SH | New |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $295K | 0.1%Prev: 0.1% | 8,300 SH | Increased-1,048 SH |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | $9.4M | 3.8% | 184,420 SH | New |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $32.0M | 12.9%Prev: 13.0% | 894,899 SH | Increased+82,570 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $3.9M | 1.6%Prev: 1.8% | 81,230 SH | Increased-3,447 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $39.3M | 15.8%Prev: 15.1% | 628,735 SH | Increased+65,003 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $73.0M | 29.3%Prev: 29.9% | 2,148,190 SH | Increased-37,267 SH |
| EXXON MOBIL CORP | COM | $428K | 0.2%Prev: 0.2% | 2,522 SH | Increased-31 SH |
| FREEPORT MCMORAN INC | CL B | $299K | 0.1% | 5,085 SH | New |
| IDACORP INC | COM | $712K | 0.3%Prev: 0.3% | 4,981 SH | Increased-7 SH |
| JPMORGAN CHASE & CO | COM | $390K | 0.2% | 1,327 SH | New |
| KEYSIGHT TECHNOLOGIES INC | COM | $393K | 0.2%Prev: 0.2% | 1,393 SH | Increased-580 SH |
| META PLATFORMS INC | CL A | $289K | 0.1%Prev: 0.1% | 506 SH | Increased+13 SH |
| MICROSOFT CORP | COM | $884K | 0.4%Prev: 0.6% | 2,389 SH | Decreased-436 SH |
| NVIDIA CORPORATION | COM | $220K | 0.1% | 1,262 SH | New |
| ORACLE CORP | COM | $303K | 0.1%Prev: 0.2% | 2,057 SH | Increased-20 SH |
| SCHWAB CHARLES CORP | COM | $209K | 0.1% | 2,228 SH | New |
| SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | $583K | 0.2%Prev: 0.2% | 15,233 SH | Increased |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $1.9M | 0.8%Prev: 0.8% | 40,616 SH | Increased |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $235K | 0.1% | 600 SH | New |
| VANGUARD BD INDEX FDS | INTERMED TERM | $16.1M | 6.5%Prev: 7.4% | 208,651 SH | Increased+24,489 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $660K | 0.3%Prev: 0.3% | 8,421 SH | Increased+181 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $4.7M | 1.9%Prev: 2.2% | 15,693 SH | Increased-817 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.7M | 1.1%Prev: 1.1% | 4,583 SH | Increased+521 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $447K | 0.2%Prev: 0.3% | 1,705 SH | Decreased-916 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $52.8M | 21.2%Prev: 22.7% | 164,468 SH | Increased+5,932 SH |
| VANGUARD INDEX FDS | VALUE ETF | $217K | 0.1% | 1,107 SH | New |
| VANGUARD WORLD FD | ENERGY ETF | $209K | 0.1%Prev: 0.1% | 1,210 SH | Decreased-493 SH |
| WALMART INC | COM | $403K | 0.2%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 |