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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 | $380K | 0.2%Prev: 0.2% | 1,320 SH | Increased-90 SH |
| ALPHABET INC | CAP STK CL C | $281K | 0.2% | 979 SH | New |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $1.2M | 0.7%Prev: 0.7% | 14,590 SH | Increased |
| AMERICAN CENTY ETF TR | US EQT ETF | $7.8M | 4.9%Prev: 4.8% | 70,142 SH | Increased |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $3.0M | 1.9%Prev: 1.8% | 37,421 SH | Increased-820 SH |
| APPLE INC | COM | $389K | 0.2%Prev: 0.3% | 1,532 SH | Increased |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $11.0M | 7.0%Prev: 6.6% | 319,002 SH | Increased-19,571 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $22.0M | 13.9%Prev: 13.5% | 618,312 SH | Increased-37,339 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $3.1M | 2.0%Prev: 2.0% | 79,534 SH | Increased-12,561 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $45.8M | 29.0%Prev: 28.6% | 1,178,323 SH | Increased+10,549 SH |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $2.5M | 1.6%Prev: 1.7% | 71,395 SH | Increased-1,431 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $4.9M | 3.1%Prev: 3.0% | 100,205 SH | Increased+436 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $6.7M | 4.2%Prev: 4.4% | 282,335 SH | Increased+33,676 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $2.9M | 1.9%Prev: 1.7% | 83,947 SH | Increased+1,162 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $1.1M | 0.7%Prev: 0.7% | 18,332 SH | Increased+232 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $1.8M | 1.1%Prev: 1.0% | 51,603 SH | Increased+4 SH |
| ISHARES TR | CORE S&P SCP ETF | $991K | 0.6%Prev: 0.6% | 7,970 SH | Increased+7 SH |
| ISHARES TR | CORE S&P500 ETF | $219K | 0.1% | 336 SH | New |
| ISHARES TR | CORE US AGGBD ET | $1.7M | 1.1%Prev: 1.2% | 17,389 SH | Increased+851 SH |
| ISHARES TR | EAFE SML CP ETF | $339K | 0.2%Prev: 0.2% | 4,327 SH | Increased-214 SH |
| ISHARES TR | NATIONAL MUN ETF | $5.1M | 3.2%Prev: 4.3% | 47,807 SH | Decreased-6,865 SH |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $501K | 0.3% | 771 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $18.5M | 11.7%Prev: 12.5% | 250,614 SH | Increased+20,494 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $415K | 0.3%Prev: 0.3% | 4,680 SH | Decreased-31 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $917K | 0.6%Prev: 0.7% | 4,223 SH | Increased-568 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $8.6M | 5.5%Prev: 5.8% | 26,848 SH | Increased-1,515 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $5.4M | 3.4%Prev: 2.8% | 107,589 SH | Increased+30,544 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $459K | 0.3%Prev: 0.3% | 3,101 SH | Increased-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 |