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CIK 0001748726 • 7 13F filings • May 13, 2025 – Oct 16, 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 | |||||
|---|---|---|---|---|---|
| ACCENTURE PLC IRELAND | SHS CLASS A | $3.9M | 0.9%Prev: 0.8% | 14,461 SH | Increased+534 SH |
| ADVANCED MICRO DEVICES INC | COM | $3.1M | 0.7% | 14,270 SH | New |
| AFLAC INC | COM | $484K | 0.1%Prev: 0.1% | 4,385 SH | Decreased+2 SH |
| AGILENT TECHNOLOGIES INC | COM | $3.6M | 0.9%Prev: 0.8% | 26,494 SH | Increased-551 SH |
| ALPHABET INC | CAP STK CL A | $6.3M | 1.5%Prev: 1.2% | 20,013 SH | Increased-1,029 SH |
| ALPHABET INC | CAP STK CL C | $8.0M | 1.9%Prev: 1.5% | 25,431 SH | Increased-678 SH |
| AMAZON COM INC | COM | $4.6M | 1.1%Prev: 1.1% | 19,791 SH | Increased-77 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $711K | 0.2% | 8,638 SH | New |
| AMPHENOL CORP NEW | CL A | $6.8M | 1.6%Prev: 1.7% | 50,348 SH | Decreased-5,409 SH |
| APPLE INC | COM | $671K | 0.2%Prev: 0.2% | 2,467 SH | Increased+26 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $7.5M | 1.8%Prev: 1.8% | 14,932 SH | Decreased-91 SH |
| BNY MELLON ETF TRUST | US LRG CP CORE | $216K | 0.1% | 1,653 SH | New |
| CARLISLE COS INC | COM | $4.2M | 1.0%Prev: 1.0% | 13,187 SH | Decreased+244 SH |
| CAVA GROUP INC | COM | $3.2M | 0.8% | 53,707 SH | New |
| CAVCO INDS INC DEL | COM | $4.6M | 1.1%Prev: 1.1% | 7,721 SH | Decreased-365 SH |
| CISCO SYS INC | COM | $389K | 0.1%Prev: 0.1% | 5,052 SH | Increased+73 SH |
| COCA COLA CO | COM | $301K | 0.1%Prev: 0.1% | 4,308 SH | Increased |
| CUMMINS INC | COM | $4.7M | 1.1%Prev: 1.2% | 9,156 SH | Decreased-2,108 SH |
| D R HORTON INC | COM | $3.9M | 0.9%Prev: 1.1% | 27,173 SH | Decreased-208 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $11.2M | 2.7%Prev: 2.7% | 337,858 SH | Increased-6,510 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $14.6M | 3.5%Prev: 3.3% | 423,675 SH | Increased+2,686 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $36.8M | 8.8%Prev: 8.7% | 930,471 SH | Increased-1,299 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $25.8M | 6.1%Prev: 6.1% | 432,662 SH | Increased+474 SH |
| EA SERIES TRUST | FREEDOM 100 EM | $9.6M | 2.3%Prev: 2.0% | 186,331 SH | Increased+1,164 SH |
| ETF OPPORTUNITIES TRUST | APPLIED FINA VAL | $29.6M | 7.1%Prev: 6.6% | 668,263 SH | Increased+33,080 SH |
| EXXON MOBIL CORP | COM | $281K | 0.1%Prev: 0.1% | 2,337 SH | Increased |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $18.9M | 4.5%Prev: 4.1% | 411,541 SH | Increased+41,798 SH |
| FIRST FINL BANKSHARES INC | COM | $2.9M | 0.7%Prev: 0.9% | 98,002 SH | Decreased-9,218 SH |
| GENERAL DYNAMICS CORP | COM | $4.7M | 1.1%Prev: 1.2% | 13,829 SH | Decreased-772 SH |
| HOME DEPOT INC | COM | $239K | 0.1%Prev: 0.1% | 694 SH | Decreased-120 SH |
| INTUIT | COM | $4.5M | 1.1%Prev: 1.1% | 6,722 SH | Decreased-172 SH |
| INVESCO GALAXY BITCOIN ETF | COM SHS BEN INT | $541K | 0.1%Prev: 0.1% | 6,210 SH | Increased+3,091 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $4.3M | 1.0%Prev: 1.3% | 42,980 SH | Decreased-8,899 SH |
| ISHARES TR | 10-20 YR TRS ETF | $26.3M | 6.3%Prev: 6.3% | 258,903 SH | Increased+6,418 SH |
| ISHARES TR | CORE S&P MCP ETF | $6.4M | 1.5%Prev: 1.8% | 96,563 SH | Decreased-19,437 SH |
| ISHARES TR | CORE S&P US GWT | $2.6M | 0.6%Prev: 0.6% | 15,379 SH | Decreased-896 SH |
| ISHARES TR | CORE S&P US VLU | $219K | 0.1%Prev: 0.1% | 2,138 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $453K | 0.1%Prev: 0.1% | 662 SH | Increased+57 SH |
| ISHARES TR | EAFE GRWTH ETF | $1.3M | 0.3%Prev: 0.3% | 11,105 SH | Decreased-665 SH |
| ISHARES TR | RUS 1000 VAL ETF | $328K | 0.1%Prev: 0.1% | 1,558 SH | Increased |
| ISHARES TR | S&P MC 400GR ETF | $1.3M | 0.3%Prev: 0.3% | 13,552 SH | Decreased-545 SH |
| ISHARES TR | U.S. MED DVC ETF | $707K | 0.2%Prev: 0.2% | 11,380 SH | Increased |
| JOHNSON & JOHNSON | COM | $398K | 0.1%Prev: 0.1% | 1,921 SH | Increased |
| LOWES COS INC | COM | $3.7M | 0.9%Prev: 0.9% | 15,497 SH | Decreased-118 SH |
| MARKEL GROUP INC | COM | $4.9M | 1.2%Prev: 1.1% | 2,280 SH | Increased-41 SH |
| MCDONALDS CORP | COM | $260K | 0.1%Prev: 0.1% | 852 SH | Decreased-250 SH |
| META PLATFORMS INC | CL A | $3.4M | 0.8%Prev: 0.9% | 5,076 SH | Decreased-9 SH |
| MICROSOFT CORP | COM | $6.3M | 1.5%Prev: 1.7% | 13,067 SH | Decreased-331 SH |
| NVIDIA CORPORATION | COM | $333K | 0.1%Prev: 0.1% | 1,785 SH | Decreased-264 SH |
| NVR INC | COM | $2.8M | 0.7%Prev: 0.7% | 387 SH | Decreased+3 SH |
| NXP SEMICONDUCTORS N V | COM | $3.1M | 0.7%Prev: 0.8% | 14,185 SH | Decreased+100 SH |
| PACCAR INC | COM | $4.2M | 1.0%Prev: 0.9% | 38,267 SH | Increased-856 SH |
| RAVE RESTAURANT GROUP INC | COM | $603K | 0.1%Prev: 0.1% | 182,800 SH | Decreased |
| RESMED INC | COM | $2.8M | 0.7%Prev: 0.8% | 11,830 SH | Decreased-326 SH |
| RING ENERGY INC | COM | $435K | 0.1%Prev: 0.1% | 500,000 SH | Decreased |
| SERVISFIRST BANCSHARES INC | COM | $2.4M | 0.6%Prev: 0.6% | 33,926 SH | Decreased+1,639 SH |
| SIMPLIFY EXCHANGE TRADED FUN | MBS ETF | $41.9M | 10.0%Prev: 9.5% | 831,220 SH | Increased+50,766 SH |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $601K | 0.1%Prev: 0.1% | 1,250 SH | Increased |
| SSGA ACTIVE TR | STATE STREET DOU | $2.7M | 0.6% | 62,823 SH | New |
| STRYKER CORPORATION | COM | $5.3M | 1.3%Prev: 1.4% | 15,088 SH | Decreased-571 SH |
| T ROWE PRICE ETF INC | SMALL MID CAP | $29.2M | 7.0%Prev: 6.8% | 812,081 SH | Increased+8,354 SH |
| TESLA INC | COM | $7.2M | 1.7%Prev: 1.8% | 16,077 SH | Decreased-412 SH |
| TEXAS PACIFIC LAND CORPORATI | COM | $2.5M | 0.6%Prev: 0.1% | 8,584 SH | Increased+8,314 SH |
| UBER TECHNOLOGIES INC | COM | $3.7M | 0.9%Prev: 1.1% | 45,439 SH | Decreased-153 SH |
| UFP INDUSTRIES INC | COM | $3.3M | 0.8%Prev: 0.9% | 35,814 SH | Decreased-2,712 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $278K | 0.1%Prev: 0.1% | 3,527 SH | Decreased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $887K | 0.2%Prev: 0.2% | 1,415 SH | Increased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $322K | 0.1%Prev: 0.1% | 959 SH | Decreased-225 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $813K | 0.2%Prev: 0.5% | 16,168 SH | Decreased-25,018 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $260K | 0.1%Prev: 0.1% | 1,181 SH | Decreased-30 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $466K | 0.1%Prev: 0.1% | 7,458 SH | Increased+43 SH |
| VERISK ANALYTICS INC | COM | $482K | 0.1%Prev: 0.1% | 2,155 SH | Decreased-65 SH |
| VISA INC | COM CL A | $5.1M | 1.2%Prev: 1.2% | 14,504 SH | Increased-72 SH |
| WABTEC | COM | $4.5M | 1.1%Prev: 1.1% | 21,003 SH | Increased-635 SH |
| WALMART INC | COM | $874K | 0.2%Prev: 0.2% | 7,849 SH | Increased |
| WISDOMTREE TR | FLOATNG RAT TREA | $2.2M | 0.5%Prev: 0.3% | 43,675 SH | Increased+20,283 SH |
| YUM BRANDS INC | COM | $314K | 0.1%Prev: 0.1% | 2,077 SH | Decreased-198 SH |
| 13F-HR |
| 0001748726-25-000005 |
| $413.1M |
| View |
| Jul 27, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000859 | $447.4M | View |
| Aug 12, 2025 | Q2 2025 | 13F-HR | 0001748726-25-000003 | $383.6M | View |
| Apr 20, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000424 | $413.2M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001748726-25-000002 | $356.8M | View |