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CIK 0002053892 • 6 13F filings • Apr 16, 2025 – Jul 15, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $357K | 0.2%Prev: 0.2% | 1,141 SH | Decreased-360 SH |
| ALPHABET INC | CAP STK CL C | $407K | 0.2%Prev: 0.1% | 1,296 SH | Increased+224 SH |
| AMAZON COM INC | COM | $10.6M | 4.7%Prev: 4.8% | 45,941 SH | Increased+780 SH |
| AMGEN INC | COM | $240K | 0.1%Prev: 0.1% | 733 SH | Increased-36 SH |
| APPLE INC | COM | $2.0M | 0.9%Prev: 1.0% | 7,389 SH | Decreased-650 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $301K | 0.1%Prev: 0.1% | 598 SH | Increased+32 SH |
| BROADCOM INC | COM | $656K | 0.3%Prev: 0.1% | 1,894 SH | Increased+1,087 SH |
| COSTCO WHSL CORP NEW | COM | $457K | 0.2%Prev: 0.3% | 529 SH | Decreased-31 SH |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $3.9M | 1.7%Prev: 1.8% | 90,701 SH | Increased+4,000 SH |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | $259K | 0.1%Prev: 0.1% | 6,245 SH | Increased+768 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $8.0M | 3.5%Prev: 3.4% | 240,491 SH | Increased+24,318 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS HI | $3.0M | 1.3%Prev: 1.3% | 92,516 SH | Increased+7,064 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $3.1M | 1.4%Prev: 1.3% | 90,796 SH | Increased+7,766 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $1.2M | 0.5%Prev: 0.6% | 37,194 SH | Decreased-2,828 SH |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | $15.9M | 7.1%Prev: 6.3% | 294,929 SH | Increased+62,291 SH |
| DIMENSIONAL ETF TRUST | GLOBAL CR ETF | $12.2M | 5.4%Prev: 5.2% | 224,460 SH | Increased+29,620 SH |
| DIMENSIONAL ETF TRUST | GLOBAL EX US COR | $1.6M | 0.7%Prev: 0.8% | 30,139 SH | Decreased+130 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $2.7M | 1.2%Prev: 1.1% | 101,466 SH | Increased+21,411 SH |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | $849K | 0.4%Prev: 0.3% | 16,385 SH | Increased+3,545 SH |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $534K | 0.2%Prev: 0.2% | 12,457 SH | Increased+1,455 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $1.9M | 0.8%Prev: 0.9% | 50,202 SH | Decreased-2,646 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $17.9M | 7.9%Prev: 7.6% | 518,990 SH | Increased+37,196 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $5.4M | 2.4%Prev: 2.3% | 171,416 SH | Increased+13,610 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $6.8M | 3.0%Prev: 3.0% | 179,257 SH | Increased+8,104 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $2.0M | 0.9%Prev: 0.9% | 41,139 SH | Increased+2,001 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $7.5M | 3.3%Prev: 3.8% | 161,015 SH | Decreased-12,118 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | $3.8M | 1.7%Prev: 1.4% | 51,383 SH | Increased+12,434 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $54.3M | 24.1%Prev: 23.8% | 1,372,781 SH | Increased+97,874 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $407K | 0.2%Prev: 0.2% | 5,489 SH | Increased+12 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $15.0M | 6.6%Prev: 6.4% | 393,948 SH | Increased+45,332 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $3.3M | 1.5%Prev: 1.6% | 71,273 SH | Increased-778 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $269K | 0.1%Prev: 0.2% | 11,725 SH | Decreased-2,670 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $1.1M | 0.5%Prev: 0.5% | 16,452 SH | Increased+2 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $17.3M | 7.7%Prev: 7.7% | 524,670 SH | Increased+22,426 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $1.6M | 0.7%Prev: 0.7% | 37,674 SH | Increased+5,921 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $351K | 0.2%Prev: 0.2% | 5,901 SH | Increased+9 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $2.1M | 0.9%Prev: 1.0% | 63,813 SH | Increased+104 SH |
| ELI LILLY & CO | COM | $230K | 0.1% | 214 SH | New |
| EXXON MOBIL CORP | COM | $532K | 0.2%Prev: 0.2% | 4,418 SH | Increased |
| HEWLETT PACKARD ENTERPRISE C | COM | $534K | 0.2%Prev: 0.3% | 22,211 SH | Decreased |
| HP INC | COM | $360K | 0.2%Prev: 0.2% | 16,168 SH | Decreased-1 SH |
| JPMORGAN CHASE & CO. | COM | $665K | 0.3%Prev: 0.3% | 2,063 SH | Increased+6 SH |
| META PLATFORMS INC | CL A | $251K | 0.1%Prev: 0.1% | 381 SH | Decreased+27 SH |
| MICROSOFT CORP | COM | $1.4M | 0.6%Prev: 0.8% | 2,823 SH | Decreased-281 SH |
| NETFLIX INC | COM | $1.4M | 0.6%Prev: 0.8% | 14,420 SH | Decreased+12,987 SH |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $1.0M | 0.4%Prev: 0.5% | 22,844 SH | Increased-620 SH |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $339K | 0.2%Prev: 0.2% | 7,236 SH | Decreased-149 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $5.2M | 2.3% | 67,315 SH | New |
| TESLA INC | COM | $2.4M | 1.0%Prev: 1.1% | 5,247 SH | Increased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $848K | 0.4%Prev: 0.4% | 2,530 SH | Decreased-55 SH |
| VANGUARD WORLD FD | CONSUM STP ETF | $259K | 0.1%Prev: 0.1% | 1,226 SH | Decreased-66 SH |
| VANGUARD WORLD FD | INF TECH ETF | $580K | 0.3%Prev: 0.3% | 769 SH | Decreased-35 SH |
| VISA INC | COM CL A | $376K | 0.2%Prev: 0.2% | 1,073 SH | Decreased-45 SH |
| 13F-HR |
| 0002053892-26-000003 |
| $293.2M |
| View |
| Jul 24, 2025 | Q2 2025 | 13F-HR | 0002053892-25-000005 | $189.8M | View |
| Apr 9, 2026 | Q1 2026 | 13F-HR | 0002053892-26-000002 | $238.4M | View |
| Apr 16, 2025 | Q1 2025 | 13F-HR | 0002053892-25-000003 | $157.9M | View |