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CIK 0002011215 • 6 13F filings • May 14, 2025 – Jul 13, 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 | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $662K | 0.2% | 4,280 SH | |
| ALPHABET INC | CAP STK CL C | $648K | 0.2% | 4,145 SH | |
| AMAZON COM INC | COM | $735K | 0.2% | 3,865 SH | |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $5.8M | 1.7% | 83,432 SH | |
| AMERICAN CENTY ETF TR | US EQT ETF | $2.0M | 0.6% | 22,088 SH | |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $30.3M | 8.8% | 464,290 SH | |
| AMERICAN CENTY ETF TR | US SML CP VALU | $6.5M | 1.9% | 74,441 SH | |
| APPLE INC | COM | $2.0M | 0.6% | 8,858 SH | |
| AT&T INC | COM | $313K | 0.1% | 11,058 SH | |
| BANK AMERICA CORP | COM | $259K | 0.1% | 6,209 SH | |
| BOOKING HOLDINGS INC | COM | $392K | 0.1% | 85 SH | |
| BROADCOM INC | COM | $491K | 0.1% | 2,935 SH | |
| CHEVRON CORP NEW | COM | $311K | 0.1% | 1,860 SH | |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $13.0M | 3.8% | 500,668 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $211K | 0.1% | 6,764 SH | |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $5.4M | 1.6% | 198,696 SH | |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $667K | 0.2% | 16,182 SH | |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $705K | 0.2% | 26,917 SH | |
| EATON CORP PLC | SHS | $285K | 0.1% | 1,048 SH | |
| ELI LILLY & CO | COM | $400K | 0.1% | 484 SH | |
| EXXON MOBIL CORP | COM | $553K | 0.2% | 4,649 SH | |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | $520K | 0.2% | 5,800 SH | |
| GE AEROSPACE | COM NEW | $449K | 0.1% | 2,244 SH | |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | $754K | 0.2% | 36,481 SH | |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 HY | $791K | 0.2% | 34,306 SH | |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 MUNI | $798K | 0.2% | 32,616 SH | |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | $290K | 0.1% | 14,872 SH | |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 MUNI | $910K | 0.3% | 38,562 SH | |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 MUNI | $309K | 0.1% | 13,130 SH | |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 26 | $448K | 0.1% | 19,317 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $4.3M | 1.2% | 24,568 SH | |
| ISHARES INC | CORE MSCI EMKT | $390K | 0.1% | 7,230 SH | |
| ISHARES TR | 0-5YR INVT GR CP | $33.8M | 9.9% | 671,551 SH | |
| ISHARES TR | CORE MSCI EAFE | $617K | 0.2% | 8,150 SH | |
| ISHARES TR | CORE MSCI TOTAL | $1.2M | 0.4% | 17,471 SH | |
| ISHARES TR | CORE S&P SCP ETF | $235K | 0.1% | 2,250 SH | |
| ISHARES TR | CORE S&P TTL STK | $780K | 0.2% | 6,393 SH | |
| ISHARES TR | CORE S&P US GWT | $20.8M | 6.1% | 163,518 SH | |
| ISHARES TR | CORE S&P500 ETF | $1.7M | 0.5% | 3,037 SH | |
| ISHARES TR | CORE US AGGBD ET | $3.9M | 1.1% | 39,671 SH | |
| ISHARES TR | MBS ETF | $11.4M | 3.3% | 121,893 SH | |
| ISHARES TR | NATIONAL MUN ETF | $988K | 0.3% | 9,374 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $471K | 0.1% | 1,303 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $232K | 0.1% | 1,161 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $213K | 0.1% | 2,292 SH | |
| ISHARES TR | SHRT NAT MUN ETF | $7.4M | 2.1% | 69,649 SH | |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $30.5M | 8.9% | 648,991 SH | |
| JOHNSON & JOHNSON | COM | $209K | 0.1% | 1,258 SH | |
| JPMORGAN CHASE & CO. | COM | $1.2M | 0.3% | 4,758 SH | |
| MASTERCARD INCORPORATED | CL A | $256K | 0.1% | 467 SH | |
| MCDONALDS CORP | COM | $392K | 0.1% | 1,254 SH | |
| META PLATFORMS INC | CL A | $497K | 0.1% | 862 SH | |
| MICRON TECHNOLOGY INC | COM | $305K | 0.1% | 3,506 SH | |
| MICROSOFT CORP | COM | $1.5M | 0.4% | 3,864 SH | |
| NVIDIA CORPORATION | COM | $685K | 0.2% | 6,324 SH | |
| ODYSSEY MARINE EXPL INC | COM NEW | $9K | 0.0% | 22,000 SH | |
| SCHWAB CHARLES CORP | COM | $450K | 0.1% | 5,745 SH | |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $357K | 0.1% | 12,942 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $22.0M | 6.4% | 1,114,326 SH | |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $675K | 0.2% | 31,371 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $4.7M | 1.4% | 211,432 SH | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $2.7M | 0.8% | 103,356 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $637K | 0.2% | 27,169 SH | |
| SENTINELONE INC | CL A | $182K | 0.1% | 10,000 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $13.1M | 3.8% | 23,453 SH | |
| SPDR SER TR | PORTFLI INTRMDIT | $33.7M | 9.8% | 1,177,569 SH | |
| SPDR SER TR | PORTFOLI S&P1500 | $37.4M | 10.9% | 549,494 SH | |
| SPDR SER TR | PORTFOLIO S&P500 | $2.0M | 0.6% | 29,955 SH | |
| SPDR SER TR | PORTFOLIO S&P600 | $2.0M | 0.6% | 48,511 SH | |
| STRYKER CORPORATION | COM | $337K | 0.1% | 905 SH | |
| UNITEDHEALTH GROUP INC | COM | $421K | 0.1% | 804 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $645K | 0.2% | 1,740 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $1.3M | 0.4% | 4,967 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $203K | 0.1% | 395 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $325K | 0.1% | 1,182 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.1M | 0.3% | 23,382 SH | |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $381K | 0.1% | 6,419 SH | |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $14.9M | 4.4% | 254,089 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $1.5M | 0.4% | 18,787 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $241K | 0.1% | 4,733 SH | |
| VISA INC | COM CL A | $352K | 0.1% | 1,005 SH |
| Q3 2025 |
| 13F-HR |
| 0002085853-25-000077 |
| $432.1M |
| View |
| Jul 13, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000707 | $528.6M | View |
| Jul 10, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000776 | $387.9M | View |
| Apr 13, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000360 | $468.8M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000625 | $342.1M | View |