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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 | $261K | 0.1% | 1,200 SH | New |
| APPLE INC | COM | $675K | 0.3%Prev: 0.3% | 2,660 SH | Increased-90 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $743K | 0.3%Prev: 0.4% | 1,551 SH | Decreased-4 SH |
| CINCINNATI FINL CORP | COM | $264K | 0.1%Prev: 0.1% | 1,680 SH | Increased |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $22.2M | 9.0%Prev: 9.1% | 524,811 SH | Increased+53,033 SH |
| DIMENSIONAL ETF TRUST | DIMENSIONAL INTE | $22.8M | 9.3% | 434,952 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $15.9M | 6.5%Prev: 5.6% | 460,927 SH | Increased+4,203 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $22.9M | 9.3%Prev: 9.3% | 862,304 SH | Increased+91,361 SH |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | $252K | 0.1% | 4,869 SH | New |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $230K | 0.1%Prev: 0.1% | 5,506 SH | Increased+424 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $44.8M | 18.2%Prev: 16.7% | 1,261,255 SH | Increased-41,157 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $2.4M | 1.0%Prev: 1.0% | 49,387 SH | Increased+5,642 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $19.5M | 7.9%Prev: 8.1% | 406,326 SH | Increased+37,359 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $2.2M | 0.9%Prev: 0.9% | 48,538 SH | Increased |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $85.1M | 34.5%Prev: 32.4% | 2,190,338 SH | Increased+63,244 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $212K | 0.1% | 8,948 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $576K | 0.2%Prev: 0.2% | 16,451 SH | Increased+1,181 SH |
| DUKE ENERGY CORP NEW | COM NEW | $201K | 0.1% | 1,533 SH | New |
| ISHARES TR | CORE S&P500 ETF | $404K | 0.2%Prev: 0.1% | 619 SH | Increased+166 SH |
| MARRIOTT INTL INC NEW | CL A | $2.8M | 1.1%Prev: 0.9% | 8,491 SH | Increased-113 SH |
| MICROSOFT CORP | COM | $768K | 0.3%Prev: 0.3% | 2,074 SH | Increased+204 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $236K | 0.1%Prev: 0.6% | 395 SH | Decreased-2,316 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $269K | 0.1%Prev: 0.6% | 5,389 SH | Decreased-19,155 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $258K | 0.1%Prev: 0.3% | 3,120 SH | Decreased-4,390 SH |
| WALMART INC | COM | $601K | 0.2%Prev: 0.2% | 4,836 SH | Increased |
| 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 |