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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 | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $278K | 0.1%Prev: 0.1% | 1,200 SH | Decreased-2 SH |
| APPLE INC | COM | $733K | 0.3%Prev: 0.3% | 2,879 SH | Decreased+278 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $780K | 0.3%Prev: 0.3% | 1,551 SH | Increased-4 SH |
| CINCINNATI FINL CORP | COM | $266K | 0.1%Prev: 0.1% | 1,680 SH | Decreased-2 SH |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $20.7M | 8.8% | 484,587 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $14.9M | 6.3%Prev: 6.7% | 465,037 SH | Decreased+17,712 SH |
| DIMENSIONAL ETF TRUST | GLOBAL EX US COR | $21.0M | 8.9% | 389,681 SH | New |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $21.7M | 9.2%Prev: 9.3% | 794,083 SH | Decreased-76,320 SH |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $224K | 0.1% | 5,305 SH | New |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $43.0M | 18.2%Prev: 17.6% | 1,311,820 SH | Decreased+34,531 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $2.2M | 0.9%Prev: 0.8% | 46,233 SH | Increased+2,968 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $18.1M | 7.7% | 375,593 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $2.2M | 0.9%Prev: 0.9% | 48,538 SH | Decreased-487 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $84.0M | 35.6% | 2,177,036 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $513K | 0.2% | 16,113 SH | New |
| ISHARES TR | CORE S&P500 ETF | $260K | 0.1%Prev: 0.2% | 389 SH | Decreased-214 SH |
| MARRIOTT INTL INC NEW | CL A | $2.2M | 1.0%Prev: 1.2% | 8,604 SH | Decreased+112 SH |
| MICROSOFT CORP | COM | $1.1M | 0.4%Prev: 0.3% | 2,035 SH | Increased-39 SH |
| PARKER-HANNIFIN CORP | COM | $240K | 0.1% | 316 SH | New |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $308K | 0.1%Prev: 0.1% | 6,144 SH | Increased+643 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $289K | 0.1%Prev: 0.1% | 3,441 SH | Increased+321 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $202K | 0.1% | 2,529 SH | New |
| WALMART INC | COM | $498K | 0.2%Prev: 0.2% | 4,836 SH | Decreased-9 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 |