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CIK 0002083456 • 4 13F filings • Jun 22, 2026 – Oct 9, 2026
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Past 4 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $302K | 0.3%Prev: 0.2% | 1,321 SH | Decreased-55 SH |
| ALPHABET INC | CAP STK CL A | $1.8M | 1.7%Prev: 1.6% | 5,807 SH | Decreased-2,156 SH |
| ALPHABET INC | CAP STK CL C | $1.2M | 1.1%Prev: 2.2% | 3,744 SH | Decreased-7,157 SH |
| AMAZON COM INC | COM | $2.1M | 2.0%Prev: 1.4% | 9,181 SH | Decreased-87 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $289K | 0.3%Prev: 0.2% | 3,756 SH | Decreased |
| APPLE INC | COM | $3.6M | 3.4%Prev: 2.6% | 13,105 SH | Decreased+107 SH |
| BANK AMERICA CORP | COM | $410K | 0.4% | 7,461 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.1M | 1.1%Prev: 0.6% | 2,245 SH | Increased+327 SH |
| BOOKING HOLDINGS INC | COM | $327K | 0.3%Prev: 0.1% | 61 SH | Increased-1,356 SH |
| BROADCOM INC | COM | $913K | 0.9%Prev: 0.6% | 2,639 SH | Decreased-180 SH |
| CATERPILLAR INC | COM | $250K | 0.2%Prev: 0.2% | 436 SH | Decreased+3 SH |
| COCA COLA CO | COM | $233K | 0.2%Prev: 0.2% | 3,334 SH | Decreased-13 SH |
| COSTCO WHSL CORP NEW | COM | $310K | 0.3% | 360 SH | New |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $257K | 0.2%Prev: 0.2% | 9,728 SH | Decreased |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $670K | 0.6% | 16,915 SH | New |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $713K | 0.7%Prev: 0.5% | 11,970 SH | Decreased |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $439K | 0.4%Prev: 0.3% | 13,404 SH | Decreased |
| DISNEY WALT CO | COM | $203K | 0.2% | 1,785 SH | New |
| ELI LILLY & CO | COM | $793K | 0.8%Prev: 0.5% | 738 SH | Decreased-26 SH |
| EXXON MOBIL CORP | COM | $332K | 0.3% | 2,758 SH | New |
| GE AEROSPACE | COM NEW | $351K | 0.3%Prev: 0.2% | 1,141 SH | Increased+43 SH |
| HOME DEPOT INC | COM | $338K | 0.3%Prev: 0.2% | 982 SH | Increased+45 SH |
| INTUITIVE SURGICAL INC | COM NEW | $254K | 0.2% | 449 SH | New |
| ISHARES INC | CORE MSCI EMKT | $2.5M | 2.4%Prev: 1.8% | 37,310 SH | Decreased+242 SH |
| ISHARES TR | CALIF MUN BD ETF | $989K | 0.9%Prev: 0.6% | 17,210 SH | Decreased-1,416 SH |
| ISHARES TR | CORE MSCI EAFE | $3.9M | 3.8%Prev: 2.6% | 44,042 SH | Decreased-1,028 SH |
| ISHARES TR | CORE S&P MCP ETF | $4.2M | 4.0%Prev: 3.1% | 63,273 SH | Decreased-8,919 SH |
| ISHARES TR | CORE S&P SCP ETF | $1.0M | 1.0%Prev: 0.7% | 8,700 SH | Decreased |
| ISHARES TR | CORE S&P500 ETF | $1.0M | 1.0%Prev: 0.7% | 1,510 SH | Decreased-7 SH |
| ISHARES TR | MSCI EAFE ETF | $780K | 0.7%Prev: 0.5% | 8,121 SH | Decreased |
| ISHARES TR | MSCI USA VALUE | $237K | 0.2%Prev: 0.2% | 1,730 SH | Decreased |
| ISHARES TR | RUSSELL 2000 ETF | $226K | 0.2%Prev: 0.2% | 920 SH | Decreased |
| ISHARES TR | ULTRA SHORT DUR | $2.8M | 2.7%Prev: 3.4% | 55,220 SH | Decreased-56,427 SH |
| JOHNSON & JOHNSON | COM | $325K | 0.3%Prev: 0.3% | 1,569 SH | Decreased-76 SH |
| JPMORGAN CHASE & CO. | COM | $703K | 0.7% | 2,181 SH | New |
| LOWES COS INC | COM | $225K | 0.2% | 932 SH | New |
| MASTERCARD INCORPORATED | CL A | $308K | 0.3% | 539 SH | New |
| META PLATFORMS INC | CL A | $991K | 0.9%Prev: 0.7% | 1,502 SH | Decreased-99 SH |
| MICRON TECHNOLOGY INC | COM | $218K | 0.2%Prev: 1.1% | 765 SH | Decreased-1,027 SH |
| MICROSOFT CORP | COM | $2.7M | 2.6%Prev: 1.4% | 5,526 SH | Increased+958 SH |
| NETFLIX INC | COM | $371K | 0.4% | 3,958 SH | New |
| NVIDIA CORPORATION | COM | $4.4M | 4.2%Prev: 3.3% | 23,402 SH | Decreased-812 SH |
| ORACLE CORP | COM | $262K | 0.3% | 1,346 SH | New |
| PALANTIR TECHNOLOGIES INC | CL A | $236K | 0.2%Prev: 0.2% | 1,330 SH | Decreased-20 SH |
| ROCKET LAB CORP | COM | $293K | 0.3%Prev: 0.2% | 4,200 SH | Increased |
| RTX CORPORATION | COM | $253K | 0.2%Prev: 0.1% | 1,379 SH | Increased+33 SH |
| SCHWAB STRATEGIC TR | 1 5YR CORP BD | $1.5M | 1.5% | 61,668 SH | New |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $215K | 0.2%Prev: 0.1% | 6,571 SH | Decreased |
| SCHWAB STRATEGIC TR | US TIPS ETF | $2.1M | 2.0%Prev: 5.6% | 77,508 SH | Decreased-295,803 SH |
| SELECT SECTOR SPDR TR | STATE STREET COM | $1.3M | 1.2% | 11,081 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET CON | $1.4M | 1.3% | 13,347 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $1.2M | 1.2% | 22,147 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $771K | 0.7% | 4,980 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET IND | $1.2M | 1.1% | 7,692 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET MAT | $249K | 0.2% | 5,487 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET REA | $215K | 0.2% | 5,320 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $3.7M | 3.6% | 25,895 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET UTI | $350K | 0.3% | 8,209 SH | New |
| SPDR GOLD TR | GOLD SHS | $396K | 0.4%Prev: 0.2% | 1,000 SH | Increased |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $675K | 0.6% | 2,221 SH | New |
| TESLA INC | COM | $965K | 0.9%Prev: 0.4% | 2,146 SH | Increased+467 SH |
| UNITEDHEALTH GROUP INC | COM | $240K | 0.2%Prev: 0.2% | 728 SH | Decreased-154 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $773K | 0.7%Prev: 0.7% | 16,002 SH | Decreased-7,961 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $1.9M | 1.8% | 6,647 SH | New |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $344K | 0.3%Prev: 0.2% | 3,893 SH | Decreased-330 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.8M | 1.7%Prev: 1.3% | 2,799 SH | Decreased-397 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.2M | 1.2% | 4,763 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.7M | 1.6% | 4,975 SH | New |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $809K | 0.8%Prev: 0.5% | 11,000 SH | Decreased |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $5.1M | 4.9%Prev: 3.4% | 94,993 SH | Decreased-1,388 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $341K | 0.3%Prev: 0.2% | 2,378 SH | Decreased |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $525K | 0.5%Prev: 0.4% | 3,724 SH | Decreased-480 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $985K | 0.9%Prev: 0.6% | 11,767 SH | Decreased-873 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | $3.0M | 2.8%Prev: 2.2% | 29,676 SH | Decreased-2,794 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $3.0M | 2.9%Prev: 2.1% | 39,693 SH | Decreased-1,171 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $18.7M | 17.9%Prev: 14.1% | 299,407 SH | Decreased-35,499 SH |
| VERTEX PHARMACEUTICALS INC | COM | $233K | 0.2%Prev: 0.2% | 515 SH | Decreased+2 SH |
| VISA INC | COM CL A | $869K | 0.8%Prev: 0.5% | 2,479 SH | Decreased-20 SH |
| WALMART INC | COM | $325K | 0.3%Prev: 0.2% | 2,913 SH | Increased-152 SH |
| WISDOMTREE TR | FLOATNG RAT TREA | $220K | 0.2%Prev: 0.1% | 4,376 SH | Decreased |
| 13F-HR |
| 0002083456-26-000003 |
| $132.0M |
| View |
| Jun 22, 2026 | Q1 2026 | 13F-HR | 0002083456-26-000002 | $111.9M | View |