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CIK 0002011808 • 6 13F filings • Apr 23, 2025 – Jul 22, 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 | $218K | 0.2% | 1,410 SH | |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $878K | 0.7% | 14,590 SH | |
| AMERICAN CENTY ETF TR | US EQT ETF | $6.5M | 4.8% | 70,142 SH | |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $2.5M | 1.8% | 38,241 SH | |
| APPLE INC | COM | $340K | 0.3% | 1,532 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $9.0M | 6.6% | 338,573 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $18.2M | 13.5% | 655,651 SH | |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $2.7M | 2.0% | 92,095 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $38.5M | 28.6% | 1,167,774 SH | |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $2.2M | 1.7% | 72,826 SH | |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $4.1M | 3.0% | 99,769 SH | |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $5.9M | 4.4% | 248,659 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $2.3M | 1.7% | 82,785 SH | |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $932K | 0.7% | 18,100 SH | |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $1.4M | 1.0% | 51,599 SH | |
| ISHARES TR | CORE S&P SCP ETF | $833K | 0.6% | 7,963 SH | |
| ISHARES TR | CORE US AGGBD ET | $1.6M | 1.2% | 16,538 SH | |
| ISHARES TR | EAFE SML CP ETF | $288K | 0.2% | 4,541 SH | |
| ISHARES TR | NATIONAL MUN ETF | $5.8M | 4.3% | 54,672 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $431K | 0.3% | 771 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $16.9M | 12.5% | 230,120 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $427K | 0.3% | 4,711 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $893K | 0.7% | 4,791 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $7.8M | 5.8% | 28,363 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $3.8M | 2.8% | 77,045 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $415K | 0.3% | 3,219 SH |
| 13F-HR |
| 0002011808-25-000006 |
| $153.0M |
| View |
| Jul 22, 2026 | Q2 2026 | 13F-HR | 0002011808-26-000004 | $176.9M | View |
| Jul 15, 2025 | Q2 2025 | 13F-HR | 0002011808-25-000004 | $144.7M | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0002011808-26-000002 | $158.0M | View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0002011808-25-000002 | $134.9M | View |