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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 | AVA RES MAR ETF | $644K | 0.3% | 8,098 SH | New |
| AMERICAN CENTY ETF TR | AVAN EMER EX ETF | $17.8M | 8.0% | 214,854 SH | New |
| AMERICAN CENTY ETF TR | AVAN RE INTL ETF | $1.3M | 0.6% | 16,685 SH | New |
| AMERICAN CENTY ETF TR | AVANTIS RESPON U | $2.6M | 1.1%Prev: 1.0% | 29,043 SH | Increased+5,470 SH |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | $506K | 0.2%Prev: 0.3% | 7,814 SH | Decreased-2,357 SH |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | $4.5M | 2.0%Prev: 1.8% | 57,083 SH | Increased+11,693 SH |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | $7.2M | 3.2%Prev: 3.6% | 151,508 SH | Increased+22,969 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $9.3M | 4.2%Prev: 4.0% | 102,182 SH | Increased+11,785 SH |
| APPLE INC | COM | $772K | 0.3%Prev: 0.3% | 2,442 SH | Increased+6 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $1.8M | 0.8%Prev: 3.6% | 46,104 SH | Decreased-143,450 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS HI | $386K | 0.2%Prev: 0.2% | 9,255 SH | Increased-1,216 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $947K | 0.4%Prev: 0.9% | 24,119 SH | Decreased-22,231 SH |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | $620K | 0.3%Prev: 0.3% | 11,989 SH | Increased+2,958 SH |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $6.6M | 2.9%Prev: 3.5% | 159,371 SH | Increased+28,939 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $2.3M | 1.0%Prev: 1.3% | 54,872 SH | Increased-4,777 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $19.8M | 8.9%Prev: 9.7% | 529,867 SH | Increased+38,935 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $4.8M | 2.1%Prev: 2.2% | 139,964 SH | Increased+20,636 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $4.4M | 2.0%Prev: 2.2% | 108,272 SH | Increased+1,238 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $17.0M | 7.6%Prev: 6.9% | 351,964 SH | Increased+124,057 SH |
| DIMENSIONAL ETF TRUST | SHOR DUR FIX ETF | $23.5M | 10.5% | 492,736 SH | New |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $49.7M | 22.3% | 1,118,049 SH | New |
| DIMENSIONAL ETF TRUST | US HIGH PROF ETF | $11.1M | 5.0% | 266,963 SH | New |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $6.4M | 2.9%Prev: 3.1% | 92,817 SH | Increased+4,933 SH |
| EA SERIES TRUST | ALPHA ARCH 1-3 | $1.6M | 0.7%Prev: 0.3% | 13,864 SH | Increased+9,210 SH |
| EA SERIES TRUST | ALPHA ARCHITECT | $3.4M | 1.5% | 140,010 SH | New |
| EA SERIES TRUST | INTL QUAN MOMNTM | $3.0M | 1.4%Prev: 1.2% | 72,461 SH | Increased+14,031 SH |
| EA SERIES TRUST | INTL QUAN VALUE | $2.9M | 1.3%Prev: 1.2% | 84,126 SH | Increased+16,723 SH |
| EA SERIES TRUST | US QUAN MOMENTUM | $3.8M | 1.7%Prev: 1.9% | 49,076 SH | Increased+1,643 SH |
| EA SERIES TRUST | US QUAN VALUE | $3.8M | 1.7%Prev: 1.9% | 66,778 SH | Increased+1,036 SH |
| INNOVATOR ETFS TRUST | INTL DEVELOPED P | $361K | 0.2% | 11,529 SH | New |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $988K | 0.4%Prev: 0.4% | 21,689 SH | Increased+7,796 SH |
| ISHARES INC | MSCI GBL MIN VOL | $327K | 0.1%Prev: 0.2% | 2,680 SH | Decreased-377 SH |
| ISHARES TR | ENVIR AWR RL EST | $304K | 0.1%Prev: 0.2% | 10,516 SH | Increased-846 SH |
| LOWES COS INC | COM | $851K | 0.4%Prev: 0.6% | 3,994 SH | Decreased |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $565K | 0.3%Prev: 0.4% | 15,780 SH | Decreased-5,739 SH |
| SPDR SERIES TRUST | ST STR P400MID | $244K | 0.1% | 3,679 SH | New |
| SPDR SERIES TRUST | ST STR P500ETF | $5.8M | 2.6% | 65,392 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.1M | 0.5%Prev: 0.6% | 1,551 SH | Increased |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $228K | 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 |