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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 EMERGING | $5.1M | 3.2%Prev: 7.9% | 89,243 SH | Decreased-132,290 SH |
| AMERICAN CENTY ETF TR | AVANTIS RESPON U | $1.6M | 1.0%Prev: 1.0% | 23,573 SH | Decreased-2,886 SH |
| AMERICAN CENTY ETF TR | AVANTIS RESPONSI | $1.3M | 0.8%Prev: 0.9% | 20,481 SH | Decreased-3,422 SH |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | $549K | 0.3%Prev: 0.3% | 10,171 SH | Decreased+1,786 SH |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | $2.8M | 1.8%Prev: 2.1% | 45,390 SH | Decreased-9,797 SH |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | $5.7M | 3.6%Prev: 3.5% | 128,539 SH | Decreased-26,272 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $6.3M | 4.0%Prev: 4.0% | 90,397 SH | Decreased-9,172 SH |
| APPLE INC | COM | $514K | 0.3%Prev: 0.3% | 2,436 SH | Decreased-1 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $5.7M | 3.6%Prev: 0.8% | 189,554 SH | Increased+142,733 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS HI | $294K | 0.2%Prev: 0.2% | 10,471 SH | Decreased+1,218 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $1.3M | 0.9%Prev: 0.4% | 46,350 SH | Increased+21,786 SH |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | $473K | 0.3%Prev: 0.3% | 9,031 SH | Decreased-2,161 SH |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $5.4M | 3.5%Prev: 3.1% | 130,432 SH | Decreased-28,114 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $243K | 0.2% | 5,643 SH | New |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $2.1M | 1.3%Prev: 1.1% | 59,649 SH | Decreased+3,953 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $15.3M | 9.7%Prev: 9.3% | 490,932 SH | Decreased-29,588 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $3.5M | 2.2%Prev: 2.2% | 119,328 SH | Decreased-16,015 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $3.5M | 2.2%Prev: 2.1% | 107,034 SH | Decreased-1,448 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $10.8M | 6.9%Prev: 7.3% | 227,907 SH | Decreased-92,631 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $17.0M | 10.8%Prev: 10.8% | 354,695 SH | Decreased-123,111 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $36.3M | 23.0%Prev: 22.0% | 1,004,773 SH | Decreased-103,633 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $8.2M | 5.2%Prev: 4.7% | 227,815 SH | Decreased-25,190 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $4.9M | 3.1%Prev: 2.8% | 87,884 SH | Decreased-165 SH |
| EA SERIES TRUST | ALPHA ARCH 1-3 | $524K | 0.3%Prev: 0.8% | 4,654 SH | Decreased-9,615 SH |
| EA SERIES TRUST | INTL QUAN MOMNTM | $1.9M | 1.2%Prev: 1.5% | 58,430 SH | Decreased-12,661 SH |
| EA SERIES TRUST | INTL QUAN VALUE | $1.9M | 1.2%Prev: 1.4% | 67,403 SH | Decreased-14,568 SH |
| EA SERIES TRUST | US QUAN MOMENTUM | $3.0M | 1.9%Prev: 1.7% | 47,433 SH | Decreased-483 SH |
| EA SERIES TRUST | US QUAN VALUE | $2.9M | 1.9%Prev: 1.7% | 65,742 SH | Decreased+918 SH |
| INNOVATOR ETFS TRUST | INNOVATOR INTL D | $429K | 0.3% | 15,187 SH | New |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $587K | 0.4%Prev: 0.5% | 13,893 SH | Decreased-7,796 SH |
| ISHARES INC | MSCI GBL MIN VOL | $362K | 0.2%Prev: 0.2% | 3,057 SH | Increased+231 SH |
| ISHARES TR | ENVIR AWR RL EST | $304K | 0.2%Prev: 0.2% | 11,362 SH | Decreased-980 SH |
| LOWES COS INC | COM | $908K | 0.6%Prev: 0.5% | 3,994 SH | Decreased |
| MICROSOFT CORP | COM | $249K | 0.2%Prev: 0.1% | 509 SH | Increased |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $612K | 0.4%Prev: 0.3% | 21,519 SH | Increased+4,678 SH |
| SPDR SERIES TRUST | PORTFOLIO S&P400 | $203K | 0.1% | 3,679 SH | New |
| SPDR SERIES TRUST | PORTFOLIO S&P500 | $3.9M | 2.5% | 53,269 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $883K | 0.6%Prev: 0.5% | 1,551 SH | Decreased |
| 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 |