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CIK 0002044679 • 6 13F filings • Apr 30, 2025 – Aug 5, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AIRBNB INC | COM CL A | $291K | 0.2%Prev: 0.2% | 2,143 SH | Increased+291 SH |
| APPLE INC | COM | $2.6M | 2.0%Prev: 2.0% | 9,652 SH | Increased-44 SH |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $7.3M | 5.6%Prev: 5.7% | 170,638 SH | Increased+7,169 SH |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | $894K | 0.7%Prev: 0.7% | 16,541 SH | Increased+851 SH |
| DIMENSIONAL ETF TRUST | GLOBAL EX US COR | $2.1M | 1.6%Prev: 1.7% | 40,369 SH | Increased+1,600 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $247K | 0.2%Prev: 0.2% | 9,349 SH | Decreased-527 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $9.8M | 7.6%Prev: 7.5% | 204,324 SH | Increased+10,800 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $38.9M | 29.9%Prev: 30.5% | 982,386 SH | Increased+6,438 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $6.4M | 4.9%Prev: 5.2% | 168,014 SH | Decreased-1,639 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $18.1M | 14.0%Prev: 14.1% | 554,379 SH | Increased+764 SH |
| INVESCO QQQ TR | UNIT SER 1 | $645K | 0.5%Prev: 0.5% | 1,050 SH | Increased |
| ISHARES TR | CORE 80/20 AGGRE | $260K | 0.2%Prev: 0.2% | 2,908 SH | Increased+26 SH |
| ISHARES TR | CORE INTL AGGR | $702K | 0.5%Prev: 0.4% | 14,032 SH | Increased+4,166 SH |
| ISHARES TR | CORE UNIVRSL USD | $1.3M | 1.0% | 27,521 SH | New |
| ISHARES TR | CORE US AGGBD ET | $864K | 0.7%Prev: 0.7% | 8,651 SH | Increased+311 SH |
| ISHARES TR | ESG AW MSCI EAFE | $260K | 0.2%Prev: 0.2% | 2,731 SH | Increased |
| ISHARES TR | ESG MSCI LEADR | $487K | 0.4%Prev: 0.4% | 4,019 SH | Increased |
| ISHARES TR | MSCI EAFE ETF | $633K | 0.5%Prev: 0.5% | 6,590 SH | Increased+242 SH |
| J P MORGAN EXCHANGE TRADED F | SUSTAINABLE MUNI | $210K | 0.2%Prev: 0.2% | 4,173 SH | Increased |
| ROBLOX CORP | CL A | $361K | 0.3%Prev: 0.4% | 4,458 SH | Decreased+982 SH |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $6.1M | 4.7%Prev: 4.5% | 137,745 SH | Increased+8,584 SH |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $2.0M | 1.5%Prev: 1.5% | 42,674 SH | Increased+2,648 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $824K | 0.6%Prev: 0.6% | 1,209 SH | Increased+24 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $3.7M | 2.9%Prev: 2.8% | 17,820 SH | Increased+1,108 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $16.3M | 12.6%Prev: 12.2% | 26,051 SH | Increased+1,417 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.5M | 1.1%Prev: 1.0% | 4,416 SH | Increased+602 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $867K | 0.7%Prev: 0.7% | 6,150 SH | Increased+98 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $5.5M | 4.3%Prev: 4.2% | 110,055 SH | Increased+7,790 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $211K | 0.2%Prev: 0.2% | 3,373 SH | Increased |
| VANGUARD WORLD FD | INF TECH ETF | $347K | 0.3%Prev: 0.3% | 461 SH | Increased |
| 13F-HR |
| 0002044679-26-000003 |
| $148.9M |
| View |
| Jul 22, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004016 | $112.4M | View |
| Apr 16, 2026 | Q1 2026 | 13F-HR | 0002044679-26-000002 | $131.3M | View |
| Apr 30, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002456 | $100.1M | View |