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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 | $472K | 0.3%Prev: 0.2% | 1,320 SH | Increased-90 SH |
| ALPHABET INC | CAP STK CL C | $346K | 0.2% | 979 SH | New |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $1.4M | 0.8%Prev: 0.7% | 14,590 SH | Increased |
| AMERICAN CENTY ETF TR | US EQT ETF | $9.0M | 5.1%Prev: 4.9% | 70,142 SH | Increased |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $3.3M | 1.9%Prev: 1.8% | 36,082 SH | Increased-1,918 SH |
| APPLE INC | COM | $441K | 0.2%Prev: 0.2% | 1,523 SH | Increased-9 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $12.6M | 7.1%Prev: 6.9% | 310,398 SH | Increased-26,160 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $23.2M | 13.1%Prev: 13.8% | 621,603 SH | Increased-19,091 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $3.1M | 1.8%Prev: 2.0% | 77,900 SH | Increased-10,590 SH |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $53.2M | 30.1% | 1,199,876 SH | New |
| DIMENSIONAL ETF TRUST | US LARG VALU ETF | $2.7M | 1.5% | 68,019 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $5.5M | 3.1%Prev: 2.9% | 100,005 SH | Increased-714 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTA ETF | $7.4M | 4.2% | 282,604 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $3.2M | 1.8% | 82,101 SH | New |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $1.3M | 0.7%Prev: 0.7% | 18,292 SH | Increased+192 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $1.9M | 1.1%Prev: 1.0% | 50,967 SH | Increased-181 SH |
| INVESCO QQQ TR | UNIT SER 1 | $218K | 0.1% | 296 SH | New |
| ISHARES TR | CORE S&P SCP ETF | $1.2M | 0.7%Prev: 0.6% | 7,970 SH | Increased+3 SH |
| ISHARES TR | CORE S&P500 ETF | $252K | 0.1%Prev: 0.1% | 336 SH | Increased |
| ISHARES TR | CORE US AGGBD ET | $1.7M | 1.0%Prev: 1.1% | 17,382 SH | Increased+681 SH |
| ISHARES TR | EAFE SML CP ETF | $336K | 0.2%Prev: 0.2% | 4,086 SH | Increased-376 SH |
| ISHARES TR | NATIONAL MUN ETF | $5.2M | 2.9%Prev: 4.0% | 48,181 SH | Decreased-7,640 SH |
| MICRON TECHNOLOGY INC | COM | $210K | 0.1% | 182 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $576K | 0.3% | 771 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $20.4M | 11.5%Prev: 11.7% | 277,591 SH | Increased+46,775 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $451K | 0.3%Prev: 0.3% | 4,680 SH | Increased-19 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $1.0M | 0.6%Prev: 0.6% | 4,152 SH | Increased-394 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $9.9M | 5.6%Prev: 6.0% | 26,697 SH | Increased-1,636 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $6.0M | 3.4%Prev: 2.6% | 119,464 SH | Increased+43,595 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $490K | 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 |