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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 | $441K | 0.3%Prev: 0.2% | 1,410 SH | Increased |
| ALPHABET INC | CAP STK CL C | $320K | 0.2%Prev: 0.2% | 1,019 SH | Increased |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $1.1M | 0.7%Prev: 0.7% | 14,590 SH | Increased |
| AMERICAN CENTY ETF TR | US EQT ETF | $7.8M | 5.0%Prev: 5.0% | 70,142 SH | Increased |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $2.9M | 1.8%Prev: 1.8% | 38,289 SH | Increased-119 SH |
| APPLE INC | COM | $416K | 0.3%Prev: 0.3% | 1,532 SH | Increased |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $10.7M | 6.8%Prev: 6.9% | 324,658 SH | Increased-4,705 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $21.5M | 13.7%Prev: 13.4% | 625,141 SH | Increased-2,388 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $3.1M | 2.0%Prev: 2.0% | 82,075 SH | Increased-3,816 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $46.6M | 29.6%Prev: 29.6% | 1,178,091 SH | Increased+4,924 SH |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $2.5M | 1.6%Prev: 1.6% | 73,472 SH | Increased-813 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $4.7M | 3.0%Prev: 2.9% | 100,813 SH | Increased+723 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $6.4M | 4.0%Prev: 4.1% | 278,088 SH | Increased+17,434 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $2.8M | 1.8%Prev: 1.8% | 85,237 SH | Increased+98 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $1.1M | 0.7%Prev: 0.7% | 18,371 SH | Increased+141 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $1.7M | 1.1%Prev: 1.1% | 52,102 SH | Increased+473 SH |
| ISHARES TR | CORE S&P SCP ETF | $957K | 0.6%Prev: 0.6% | 7,967 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $230K | 0.1%Prev: 0.1% | 336 SH | Increased |
| ISHARES TR | CORE US AGGBD ET | $1.7M | 1.1%Prev: 1.1% | 17,160 SH | Increased+254 SH |
| ISHARES TR | EAFE SML CP ETF | $339K | 0.2%Prev: 0.2% | 4,371 SH | Decreased-91 SH |
| ISHARES TR | NATIONAL MUN ETF | $5.2M | 3.3%Prev: 3.3% | 48,478 SH | Increased+423 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $526K | 0.3%Prev: 0.3% | 771 SH | Increased |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $230K | 0.1% | 2,913 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $18.2M | 11.6%Prev: 11.5% | 246,324 SH | Increased+9,061 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $414K | 0.3%Prev: 0.3% | 4,680 SH | Decreased-19 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $930K | 0.6%Prev: 0.6% | 4,390 SH | Decreased-76 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $9.0M | 5.7%Prev: 6.1% | 26,973 SH | Decreased-1,248 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $5.2M | 3.3%Prev: 3.2% | 104,129 SH | Increased+7,731 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $462K | 0.3%Prev: 0.3% | 3,219 SH | Increased |
| 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 |