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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 | $343K | 0.2%Prev: 0.3% | 1,410 SH | Decreased+90 SH |
| ALPHABET INC | CAP STK CL C | $248K | 0.2%Prev: 0.2% | 1,019 SH | Decreased+40 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $1.1M | 0.7%Prev: 0.8% | 14,590 SH | Decreased |
| AMERICAN CENTY ETF TR | US EQT ETF | $7.6M | 5.0%Prev: 5.1% | 70,142 SH | Decreased |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $2.8M | 1.8%Prev: 1.9% | 38,408 SH | Decreased+2,326 SH |
| APPLE INC | COM | $390K | 0.3%Prev: 0.2% | 1,532 SH | Decreased+9 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $10.6M | 6.9%Prev: 7.1% | 329,363 SH | Decreased+18,965 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $20.6M | 13.4%Prev: 13.1% | 627,529 SH | Decreased+5,926 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $3.1M | 2.0%Prev: 1.8% | 85,891 SH | Decreased+7,991 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $45.2M | 29.6% | 1,173,167 SH | New |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $2.4M | 1.6% | 74,285 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $4.5M | 2.9%Prev: 3.1% | 100,090 SH | Decreased+85 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $6.2M | 4.1% | 260,654 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $2.7M | 1.8% | 85,139 SH | New |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $1.1M | 0.7%Prev: 0.7% | 18,230 SH | Decreased-62 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $1.6M | 1.1%Prev: 1.1% | 51,629 SH | Decreased+662 SH |
| ISHARES TR | CORE S&P SCP ETF | $947K | 0.6%Prev: 0.7% | 7,967 SH | Decreased-3 SH |
| ISHARES TR | CORE S&P500 ETF | $225K | 0.1%Prev: 0.1% | 336 SH | Decreased |
| ISHARES TR | CORE US AGGBD ET | $1.7M | 1.1%Prev: 1.0% | 16,906 SH | Decreased-476 SH |
| ISHARES TR | EAFE SML CP ETF | $342K | 0.2%Prev: 0.2% | 4,462 SH | Increased+376 SH |
| ISHARES TR | NATIONAL MUN ETF | $5.1M | 3.3%Prev: 2.9% | 48,055 SH | Decreased-126 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $514K | 0.3% | 771 SH | New |
| SPDR SERIES TRUST | PORTFOLIO SHORT | $200K | 0.1% | 6,617 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $17.6M | 11.5%Prev: 11.5% | 237,263 SH | Decreased-40,328 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $430K | 0.3%Prev: 0.3% | 4,699 SH | Decreased+19 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $932K | 0.6%Prev: 0.6% | 4,466 SH | Decreased+314 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $9.3M | 6.1%Prev: 5.6% | 28,221 SH | Decreased+1,524 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $4.8M | 3.2%Prev: 3.4% | 96,398 SH | Decreased-23,066 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $454K | 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 |