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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 | $13.1M | 7.5% | 217,547 SH | New |
| AMERICAN CENTY ETF TR | AVANTIS RESPON U | $1.8M | 1.0%Prev: 1.1% | 24,864 SH | Decreased-4,179 SH |
| AMERICAN CENTY ETF TR | AVANTIS RESPONSI | $1.5M | 0.8% | 21,434 SH | New |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | $577K | 0.3%Prev: 0.2% | 10,029 SH | Increased+2,215 SH |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | $3.3M | 1.9%Prev: 2.0% | 48,565 SH | Decreased-8,518 SH |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | $6.2M | 3.5%Prev: 3.2% | 138,506 SH | Decreased-13,002 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $6.8M | 3.9%Prev: 4.2% | 94,194 SH | Decreased-7,988 SH |
| APPLE INC | COM | $629K | 0.4%Prev: 0.3% | 2,436 SH | Decreased-6 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $1.8M | 1.0%Prev: 0.8% | 56,204 SH | Decreased+10,100 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS HI | $325K | 0.2%Prev: 0.2% | 10,475 SH | Decreased+1,220 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $847K | 0.5%Prev: 0.4% | 26,556 SH | Decreased+2,437 SH |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | $537K | 0.3%Prev: 0.3% | 10,058 SH | Decreased-1,931 SH |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $5.8M | 3.3%Prev: 2.9% | 137,367 SH | Decreased-22,004 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $2.2M | 1.2%Prev: 1.0% | 59,573 SH | Decreased+4,701 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $16.6M | 9.5%Prev: 8.9% | 504,407 SH | Decreased-25,460 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $3.9M | 2.2%Prev: 2.1% | 126,033 SH | Decreased-13,931 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $3.9M | 2.2%Prev: 2.0% | 107,629 SH | Decreased-643 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $12.2M | 7.0%Prev: 7.6% | 253,856 SH | Decreased-98,108 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $18.9M | 10.8% | 391,336 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $39.1M | 22.3% | 1,008,702 SH | New |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $8.9M | 5.1% | 234,156 SH | New |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $5.3M | 3.0%Prev: 2.9% | 90,718 SH | Decreased-2,099 SH |
| EA SERIES TRUST | ALPHA ARCH 1-3 | $811K | 0.5%Prev: 0.7% | 7,121 SH | Decreased-6,743 SH |
| EA SERIES TRUST | INTL QUAN MOMNTM | $2.3M | 1.3%Prev: 1.4% | 62,071 SH | Decreased-10,390 SH |
| EA SERIES TRUST | INTL QUAN VALUE | $2.2M | 1.2%Prev: 1.3% | 72,023 SH | Decreased-12,103 SH |
| EA SERIES TRUST | US QUAN MOMENTUM | $3.1M | 1.8%Prev: 1.7% | 48,448 SH | Decreased-628 SH |
| EA SERIES TRUST | US QUAN VALUE | $3.2M | 1.8%Prev: 1.7% | 67,169 SH | Decreased+391 SH |
| INNOVATOR ETFS TRUST | INTL DEVELOPED | $322K | 0.2% | 11,515 SH | New |
| INNOVATOR ETFS TRUST | US EQTY PWR BF | $417K | 0.2% | 9,798 SH | New |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $372K | 0.2%Prev: 0.4% | 8,470 SH | Decreased-13,219 SH |
| ISHARES INC | MSCI GBL MIN VOL | $335K | 0.2%Prev: 0.1% | 2,796 SH | Increased+116 SH |
| ISHARES TR | ENVIR AWR RL EST | $322K | 0.2%Prev: 0.1% | 11,757 SH | Increased+1,241 SH |
| LOWES COS INC | COM | $991K | 0.6%Prev: 0.4% | 3,994 SH | Increased |
| MICROSOFT CORP | COM | $263K | 0.2% | 509 SH | New |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $580K | 0.3%Prev: 0.3% | 19,389 SH | Increased+3,609 SH |
| SPDR SERIES TRUST | PORTFOLIO S&P400 | $211K | 0.1% | 3,679 SH | New |
| SPDR SERIES TRUST | PORTFOLIO S&P500 | $4.5M | 2.6% | 57,351 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $955K | 0.5%Prev: 0.5% | 1,551 SH | Decreased |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $207K | 0.1%Prev: 0.1% | 954 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 |