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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 | $16.8M | 7.9% | 221,533 SH | New |
| AMERICAN CENTY ETF TR | AVANTIS RESPON U | $2.2M | 1.0%Prev: 0.8% | 26,459 SH | Increased+8,357 SH |
| AMERICAN CENTY ETF TR | AVANTIS RESPONSI | $1.9M | 0.9%Prev: 0.7% | 23,903 SH | Increased+7,650 SH |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | $549K | 0.3%Prev: 0.3% | 8,385 SH | Increased-1,781 SH |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | $4.4M | 2.1%Prev: 1.8% | 55,187 SH | Increased+11,829 SH |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | $7.4M | 3.5%Prev: 3.7% | 154,811 SH | Increased+35,516 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $8.5M | 4.0%Prev: 4.0% | 99,569 SH | Increased+15,500 SH |
| APPLE INC | COM | $665K | 0.3%Prev: 0.4% | 2,437 SH | Increased-99 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $1.8M | 0.8%Prev: 6.2% | 46,821 SH | Decreased-277,000 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS HI | $352K | 0.2%Prev: 0.2% | 9,253 SH | Increased-1,215 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $924K | 0.4%Prev: 1.0% | 24,564 SH | Decreased-28,540 SH |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | $585K | 0.3%Prev: 0.3% | 11,192 SH | Increased+3,774 SH |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $6.7M | 3.1%Prev: 3.7% | 158,546 SH | Increased+35,084 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $2.3M | 1.1%Prev: 1.4% | 55,696 SH | Increased-7,605 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $19.7M | 9.3%Prev: 9.5% | 520,520 SH | Increased+44,487 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $4.6M | 2.2%Prev: 2.2% | 135,343 SH | Increased+24,099 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $4.5M | 2.1%Prev: 2.2% | 108,482 SH | Increased+3,794 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $15.5M | 7.3%Prev: 7.0% | 320,538 SH | Increased+115,953 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $23.0M | 10.8%Prev: 11.3% | 477,806 SH | Increased+146,483 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $46.7M | 22.0%Prev: 23.2% | 1,108,406 SH | Increased+133,927 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $10.0M | 4.7%Prev: 5.1% | 253,005 SH | Increased+39,905 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $5.9M | 2.8%Prev: 3.0% | 88,049 SH | Increased+6,650 SH |
| EA SERIES TRUST | ALPHA ARCH 1-3 | $1.7M | 0.8%Prev: 0.4% | 14,269 SH | Increased+9,702 SH |
| EA SERIES TRUST | ALPHA ARCHITECT | $1.9M | 0.9% | 77,730 SH | New |
| EA SERIES TRUST | INTL QUAN MOMNTM | $3.1M | 1.5%Prev: 1.1% | 71,091 SH | Increased+16,436 SH |
| EA SERIES TRUST | INTL QUAN VALUE | $2.9M | 1.4%Prev: 1.1% | 81,971 SH | Increased+19,937 SH |
| EA SERIES TRUST | US QUAN MOMENTUM | $3.7M | 1.7%Prev: 1.9% | 47,916 SH | Increased+3,977 SH |
| EA SERIES TRUST | US QUAN VALUE | $3.6M | 1.7%Prev: 1.9% | 64,824 SH | Increased+3,338 SH |
| INNOVATOR ETFS TRUST | INTL DEVELOPED P | $357K | 0.2% | 11,529 SH | New |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $958K | 0.5%Prev: 0.4% | 21,689 SH | Increased+7,796 SH |
| ISHARES INC | MSCI GBL MIN VOL | $345K | 0.2%Prev: 0.3% | 2,826 SH | Decreased-667 SH |
| ISHARES TR | ENVIR AWR RL EST | $363K | 0.2%Prev: 0.2% | 12,342 SH | Increased+3,087 SH |
| LOWES COS INC | COM | $1.0M | 0.5%Prev: 0.7% | 3,994 SH | Increased |
| MICROSOFT CORP | COM | $213K | 0.1%Prev: 0.2% | 509 SH | Decreased-50 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $571K | 0.3%Prev: 0.4% | 16,841 SH | Decreased-5,353 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $5.5M | 2.6% | 67,147 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.0M | 0.5%Prev: 0.6% | 1,551 SH | Increased-18 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $217K | 0.1% | 954 SH | New |
| 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 |