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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 | $302K | 0.1%Prev: 0.1% | 1,202 SH | Increased+2 SH |
| APPLE INC | COM | $753K | 0.3%Prev: 0.3% | 2,601 SH | Increased-579 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $778K | 0.3%Prev: 0.3% | 1,555 SH | Increased+4 SH |
| CINCINNATI FINL CORP | COM | $311K | 0.1%Prev: 0.1% | 1,682 SH | Increased+2 SH |
| DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | $23.1M | 8.6% | 547,489 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $18.2M | 6.7%Prev: 5.9% | 447,325 SH | Increased-20,236 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $25.2M | 9.3%Prev: 8.9% | 870,403 SH | Increased+86,865 SH |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | $700K | 0.3% | 13,427 SH | New |
| DIMENSIONAL ETF TRUST | INTL COR FIX ETF | $24.2M | 9.0% | 450,943 SH | New |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $47.6M | 17.6%Prev: 17.4% | 1,277,289 SH | Increased-42,512 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $2.1M | 0.8%Prev: 0.9% | 43,265 SH | Decreased-1,575 SH |
| DIMENSIONAL ETF TRUST | SHOR DUR FIX ETF | $20.2M | 7.5% | 423,424 SH | New |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $96.6M | 35.8% | 2,176,870 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $2.5M | 0.9%Prev: 0.9% | 49,025 SH | Increased+487 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTA ETF | $234K | 0.1% | 8,948 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $638K | 0.2% | 16,451 SH | New |
| ISHARES TR | CORE S&P500 ETF | $452K | 0.2%Prev: 0.1% | 603 SH | Increased+145 SH |
| MARRIOTT INTL INC NEW | CL A | $3.1M | 1.2%Prev: 1.0% | 8,492 SH | Increased-112 SH |
| MICROSOFT CORP | COM | $774K | 0.3%Prev: 0.4% | 2,074 SH | Decreased+39 SH |
| PALO ALTO NETWORKS INC | COM | $205K | 0.1% | 601 SH | New |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $213K | 0.1%Prev: 0.4% | 1,079 SH | Decreased-4,361 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $276K | 0.1%Prev: 0.7% | 402 SH | Decreased-2,299 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $219K | 0.1%Prev: 0.4% | 903 SH | Decreased-3,733 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $278K | 0.1%Prev: 0.5% | 5,501 SH | Decreased-19,043 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $258K | 0.1%Prev: 0.3% | 3,120 SH | Decreased-4,390 SH |
| WALMART INC | COM | $549K | 0.2%Prev: 0.2% | 4,845 SH | Increased+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 |