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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 | $248K | 0.2%Prev: 0.2% | 1,410 SH | Decreased+90 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $1000K | 0.7%Prev: 0.7% | 14,590 SH | Decreased |
| AMERICAN CENTY ETF TR | US EQT ETF | $7.1M | 4.9%Prev: 4.9% | 70,142 SH | Decreased |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $2.6M | 1.8%Prev: 1.9% | 38,000 SH | Decreased+579 SH |
| APPLE INC | COM | $314K | 0.2%Prev: 0.2% | 1,532 SH | Decreased |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $10.0M | 6.9%Prev: 7.0% | 336,558 SH | Decreased+17,556 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $19.9M | 13.8%Prev: 13.9% | 640,694 SH | Decreased+22,382 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $2.9M | 2.0%Prev: 2.0% | 88,490 SH | Decreased+8,956 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $42.7M | 29.5%Prev: 29.0% | 1,191,249 SH | Decreased+12,926 SH |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $2.3M | 1.6%Prev: 1.6% | 75,242 SH | Decreased+3,847 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $4.3M | 2.9%Prev: 3.1% | 100,719 SH | Decreased+514 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $6.0M | 4.1%Prev: 4.2% | 253,852 SH | Decreased-28,483 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $2.5M | 1.7%Prev: 1.9% | 84,364 SH | Decreased+417 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $977K | 0.7%Prev: 0.7% | 18,100 SH | Decreased-232 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $1.5M | 1.0%Prev: 1.1% | 51,148 SH | Decreased-455 SH |
| ISHARES TR | CORE S&P SCP ETF | $871K | 0.6%Prev: 0.6% | 7,967 SH | Decreased-3 SH |
| ISHARES TR | CORE S&P500 ETF | $209K | 0.1%Prev: 0.1% | 336 SH | Decreased |
| ISHARES TR | CORE US AGGBD ET | $1.7M | 1.1%Prev: 1.1% | 16,701 SH | Decreased-688 SH |
| ISHARES TR | EAFE SML CP ETF | $324K | 0.2%Prev: 0.2% | 4,462 SH | Decreased+135 SH |
| ISHARES TR | NATIONAL MUN ETF | $5.8M | 4.0%Prev: 3.2% | 55,821 SH | Increased+8,014 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $476K | 0.3% | 771 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $17.0M | 11.7%Prev: 11.7% | 230,816 SH | Decreased-19,798 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $419K | 0.3%Prev: 0.3% | 4,699 SH | Increased+19 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $886K | 0.6%Prev: 0.6% | 4,546 SH | Decreased+323 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $8.6M | 6.0%Prev: 5.5% | 28,333 SH | Decreased+1,485 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $3.7M | 2.6%Prev: 3.4% | 75,869 SH | Decreased-31,720 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $429K | 0.3%Prev: 0.3% | 3,219 SH | Decreased+118 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 |