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CIK 0002053892 • 6 13F filings • Apr 16, 2025 – Jul 15, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $8.6M | 5.4% | 45,003 SH | |
| AMGEN INC | COM | $230K | 0.1% | 739 SH | |
| APPLE INC | COM | $1.7M | 1.1% | 7,769 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $334K | 0.2% | 627 SH | |
| COSTCO WHSL CORP NEW | COM | $468K | 0.3% | 494 SH | |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $2.3M | 1.4% | 53,974 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | $215K | 0.1% | 6,370 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $5.1M | 3.2% | 193,540 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS HI | $2.2M | 1.4% | 85,563 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $2.2M | 1.4% | 82,634 SH | |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $966K | 0.6% | 37,321 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | $7.6M | 4.8% | 141,524 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL CR ETF | $5.9M | 3.7% | 110,775 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL EX US COR | $243K | 0.2% | 4,643 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $1.3M | 0.8% | 48,946 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | $528K | 0.3% | 10,257 SH | |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $453K | 0.3% | 12,987 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $1.7M | 1.1% | 53,191 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $12.8M | 8.1% | 462,375 SH | |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $4.3M | 2.7% | 159,813 SH | |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $5.3M | 3.3% | 181,503 SH | |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $443K | 0.3% | 9,320 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $6.1M | 3.8% | 157,660 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | $542K | 0.3% | 8,841 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $39.7M | 25.2% | 1,204,370 SH | |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $331K | 0.2% | 5,477 SH | |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $11.1M | 7.0% | 335,104 SH | |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $3.5M | 2.2% | 83,873 SH | |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $995K | 0.6% | 41,843 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $1.2M | 0.7% | 19,387 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $12.1M | 7.7% | 429,342 SH | |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $1.3M | 0.8% | 36,191 SH | |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $1.8M | 1.1% | 67,829 SH | |
| EXXON MOBIL CORP | COM | $523K | 0.3% | 4,398 SH | |
| HEWLETT PACKARD ENTERPRISE C | COM | $343K | 0.2% | 22,217 SH | |
| HP INC | COM | $448K | 0.3% | 16,181 SH | |
| JPMORGAN CHASE & CO. | COM | $478K | 0.3% | 1,948 SH | |
| META PLATFORMS INC | CL A | $201K | 0.1% | 349 SH | |
| MICROSOFT CORP | COM | $998K | 0.6% | 2,658 SH | |
| NETFLIX INC | COM | $1.3M | 0.8% | 1,423 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $900K | 0.6% | 24,730 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $301K | 0.2% | 7,653 SH | |
| SPDR SER TR | PORTFOLIO AGRGTE | $240K | 0.2% | 9,393 SH | |
| SPDR SER TR | PRTFLO S&P500 GW | $2.0M | 1.3% | 25,275 SH | |
| SPDR SER TR | PRTFLO S&P500 VL | $2.2M | 1.4% | 43,303 SH | |
| SPDR SER TR | S&P 600 SMCP GRW | $311K | 0.2% | 3,752 SH | |
| SPDR SER TR | S&P 600 SMCP VAL | $358K | 0.2% | 4,566 SH | |
| STARBUCKS CORP | COM | $244K | 0.2% | 2,484 SH | |
| STRYKER CORPORATION | COM | $204K | 0.1% | 547 SH | |
| TESLA INC | COM | $1.4M | 0.9% | 5,277 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $240K | 0.2% | 646 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $710K | 0.5% | 2,585 SH | |
| VANGUARD WORLD FD | CONSUM STP ETF | $287K | 0.2% | 1,310 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $436K | 0.3% | 804 SH | |
| VISA INC | COM CL A | $371K | 0.2% | 1,059 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 |