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CIK 0002109247 • 3 13F filings • Feb 13, 2026 – Jul 27, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQ | $252K | 0.3% | 7,500 SH | |
| ALPHABET INC | CAP STK CL A | $283K | 0.3% | 984 SH | |
| ALPHABET INC | CAP STK CL C | $259K | 0.3% | 902 SH | |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $206K | 0.2% | 2,555 SH | |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $457K | 0.5% | 5,381 SH | |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $2.1M | 2.1% | 21,345 SH | |
| AMERICAN CENTY ETF TR | US SML CP VALU | $1.1M | 1.1% | 9,930 SH | |
| APPLE INC | COM | $765K | 0.8% | 3,013 SH | |
| BRISTOL-MYERS SQUIBB CO | COM | $274K | 0.3% | 4,521 SH | |
| CHEVRON CORPORATION | COM | $211K | 0.2% | 1,018 SH | |
| COLUMBIA BKG SYS INC | COM | $1.8M | 1.8% | 65,539 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $5.4M | 5.3% | 155,329 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $1.9M | 1.9% | 71,495 SH | |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $6.5M | 6.5% | 122,846 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $500K | 0.5% | 12,845 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $3.4M | 3.4% | 95,095 SH | |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $494K | 0.5% | 15,345 SH | |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $6.2M | 6.2% | 157,760 SH | |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $261K | 0.3% | 5,435 SH | |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $495K | 0.5% | 10,338 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $453K | 0.5% | 10,038 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $20.3M | 20.3% | 523,119 SH | |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $1.3M | 1.3% | 18,392 SH | |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $1.1M | 1.1% | 28,734 SH | |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $823K | 0.8% | 23,036 SH | |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $3.5M | 3.5% | 72,272 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $475K | 0.5% | 6,677 SH | |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $3.8M | 3.8% | 60,547 SH | |
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | $263K | 0.3% | 3,558 SH | |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $2.4M | 2.4% | 71,771 SH | |
| EA SERIES TRUST | EA BRIDGEWAY OMN | $14.6M | 14.6% | 577,227 SH | |
| EXXON MOBIL CORP | COM | $358K | 0.4% | 2,110 SH | |
| GERON CORP | COM | $37K | 0.0% | 25,000 SH | |
| INNOVATOR ETFS TRUST | U S EQ 10 BUFFER | $256K | 0.3% | 7,900 SH | |
| ISHARES INC | CORE MSCI EMKT | $666K | 0.7% | 9,547 SH | |
| ISHARES TR | CORE MSCI INTL | $934K | 0.9% | 11,177 SH | |
| ISHARES TR | CORE S&P TTL STK | $2.1M | 2.1% | 14,733 SH | |
| ISHARES TR | EAFE SML CP ETF | $215K | 0.2% | 2,743 SH | |
| ISHARES TR | MSCI INTL VLU FT | $676K | 0.7% | 17,025 SH | |
| MICRON TECHNOLOGY INC | COM | $419K | 0.4% | 1,241 SH | |
| MICROSOFT CORP | COM | $303K | 0.3% | 818 SH | |
| NVIDIA CORPORATION | COM | $322K | 0.3% | 1,846 SH | |
| QUALCOMM INC | COM | $246K | 0.2% | 1,908 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $3.5M | 3.5% | 45,101 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $366K | 0.4% | 1,140 SH | |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $238K | 0.2% | 1,721 SH | |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $2.4M | 2.4% | 48,895 SH | |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $5.1M | 5.0% | 84,879 SH | |
| WELLS FARGO & CO | COM | $275K | 0.3% | 3,453 SH |
| 13F-HR |
| 0002109247-26-000002 |
| $100.3M |
| View |