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CIK 0002056705 • 6 13F filings • Apr 15, 2025 – Jul 24, 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 | |||||
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVANTIS RESPON U | $1.1M | 0.8% | 18,102 SH | |
| AMERICAN CENTY ETF TR | AVANTIS RESPONSI | $926K | 0.7% | 16,253 SH | |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | $483K | 0.3% | 10,166 SH | |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | $2.5M | 1.8% | 43,358 SH | |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | $5.2M | 3.7% | 119,295 SH | |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $5.5M | 4.0% | 84,069 SH | |
| APPLE INC | COM | $565K | 0.4% | 2,536 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $8.6M | 6.2% | 323,821 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS HI | $266K | 0.2% | 10,468 SH | |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $1.4M | 1.0% | 53,104 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | $383K | 0.3% | 7,418 SH | |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $5.2M | 3.7% | 123,462 SH | |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $223K | 0.2% | 5,643 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $2.0M | 1.4% | 63,301 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $13.3M | 9.5% | 476,033 SH | |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $3.0M | 2.2% | 111,244 SH | |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $3.1M | 2.2% | 104,688 SH | |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $9.8M | 7.0% | 204,585 SH | |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $15.8M | 11.3% | 331,323 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $32.3M | 23.2% | 974,479 SH | |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $7.1M | 5.1% | 213,100 SH | |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $4.2M | 3.0% | 81,399 SH | |
| EA SERIES TRUST | ALPHA ARCH 1-3 | $509K | 0.4% | 4,567 SH | |
| EA SERIES TRUST | INTL QUAN MOMNTM | $1.5M | 1.1% | 54,655 SH | |
| EA SERIES TRUST | INTL QUAN VALUE | $1.6M | 1.1% | 62,034 SH | |
| EA SERIES TRUST | US QUAN MOMENTUM | $2.6M | 1.9% | 43,939 SH | |
| EA SERIES TRUST | US QUAN VALUE | $2.6M | 1.9% | 61,486 SH | |
| INNOVATOR ETFS TRUST | INNOVATOR INTL D | $402K | 0.3% | 15,187 SH | |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $556K | 0.4% | 13,893 SH | |
| ISHARES INC | MSCI GBL MIN VOL | $407K | 0.3% | 3,493 SH | |
| ISHARES TR | 0-3 MNTH TREASRY | $358K | 0.3% | 3,565 SH | |
| ISHARES TR | ENVIR AWR RL EST | $238K | 0.2% | 9,255 SH | |
| LOWES COS INC | COM | $935K | 0.7% | 3,994 SH | |
| MICROSOFT CORP | COM | $213K | 0.2% | 559 SH | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $586K | 0.4% | 22,194 SH | |
| SPDR SER TR | PORTFOLIO S&P500 | $3.2M | 2.3% | 47,690 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $811K | 0.6% | 1,569 SH |
| 13F-HR |
| 0002056705-25-000002 |
| $175.3M |
| View |
| Jul 24, 2026 | Q2 2026 | 13F-HR | 0002056705-26-000003 | $223.1M | View |
| Jul 15, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003865 | $157.7M | View |
| May 1, 2026 | Q1 2026 | 13F-HR | 0002056705-26-000002 | $212.3M | View |
| Apr 15, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002094 | $139.4M | View |