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CIK 0002016904 • 7 13F filings • Apr 17, 2025 – Oct 19, 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 | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $611K | 0.3% | 2,750 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $828K | 0.4% | 1,555 SH | |
| CINCINNATI FINL CORP | COM | $248K | 0.1% | 1,680 SH | |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $19.8M | 9.1% | 471,778 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $12.1M | 5.6% | 456,724 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL EX US COR | $19.9M | 9.2% | 381,160 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $20.2M | 9.3% | 770,943 SH | |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $214K | 0.1% | 5,082 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $36.2M | 16.7% | 1,302,412 SH | |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $2.1M | 1.0% | 43,745 SH | |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $17.5M | 8.1% | 368,967 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $1.9M | 0.9% | 48,538 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $70.2M | 32.4% | 2,127,094 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $430K | 0.2% | 15,270 SH | |
| ISHARES TR | CORE INTL AGGR | $829K | 0.4% | 16,580 SH | |
| ISHARES TR | CORE MSCI TOTAL | $979K | 0.5% | 14,029 SH | |
| ISHARES TR | CORE S&P500 ETF | $255K | 0.1% | 453 SH | |
| MARRIOTT INTL INC NEW | CL A | $2.0M | 0.9% | 8,604 SH | |
| MICROSOFT CORP | COM | $702K | 0.3% | 1,870 SH | |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $872K | 0.4% | 5,429 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $1.1M | 0.5% | 11,847 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.4M | 0.6% | 2,711 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $861K | 0.4% | 4,624 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $307K | 0.1% | 1,118 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $372K | 0.2% | 2,153 SH | |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | $731K | 0.3% | 18,075 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.2M | 0.6% | 24,544 SH | |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $614K | 0.3% | 7,510 SH | |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $204K | 0.1% | 3,442 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $288K | 0.1% | 3,646 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000VAL | $615K | 0.3% | 4,621 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $887K | 0.4% | 14,290 SH | |
| WALMART INC | COM | $425K | 0.2% | 4,836 SH |
| 13F-HR |
| 0001085146-25-005877 |
| $235.8M |
| View |
| Jul 14, 2026 | Q2 2026 | 13F-HR | 0002016904-26-000003 | $269.8M | View |
| Jul 28, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004204 | $235.5M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0002016904-26-000002 | $246.5M | View |
| Apr 17, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002186 | $216.9M | View |