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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 | $260K | 0.1%Prev: 0.1% | 1,473 SH | Decreased+359 SH |
| AMAZON COM INC | COM | $9.7M | 5.1%Prev: 3.8% | 44,354 SH | Increased+793 SH |
| AMGEN INC | COM | $233K | 0.1%Prev: 0.1% | 833 SH | Decreased+103 SH |
| APPLE INC | COM | $1.7M | 0.9%Prev: 0.8% | 8,440 SH | Decreased+1,099 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $272K | 0.1%Prev: 0.1% | 560 SH | Decreased-30 SH |
| BROADCOM INC | COM | $218K | 0.1%Prev: 0.3% | 791 SH | Decreased-1,338 SH |
| COSTCO WHSL CORP NEW | COM | $549K | 0.3% | 555 SH | New |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $2.9M | 1.5%Prev: 1.8% | 69,216 SH | Decreased-30,341 SH |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | $252K | 0.1%Prev: 0.1% | 6,631 SH | Decreased-4 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $6.2M | 3.3%Prev: 3.7% | 210,138 SH | Decreased-42,243 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS HI | $2.4M | 1.3%Prev: 1.3% | 86,939 SH | Decreased-3,065 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $2.6M | 1.3%Prev: 1.4% | 85,045 SH | Decreased-7,204 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $1.2M | 0.6%Prev: 0.5% | 39,920 SH | Increased+5,801 SH |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | $10.9M | 5.7%Prev: 7.5% | 200,222 SH | Decreased-130,368 SH |
| DIMENSIONAL ETF TRUST | GLOBAL CR ETF | $8.9M | 4.7%Prev: 6.4% | 164,186 SH | Decreased-116,703 SH |
| DIMENSIONAL ETF TRUST | GLOBAL EX US COR | $1.1M | 0.6% | 19,835 SH | New |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $1.8M | 0.9%Prev: 1.2% | 66,134 SH | Decreased-44,072 SH |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | $556K | 0.3%Prev: 0.4% | 10,611 SH | Decreased-6,927 SH |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $531K | 0.3%Prev: 0.3% | 13,475 SH | Decreased-790 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $1.8M | 1.0%Prev: 0.8% | 52,483 SH | Decreased+3,814 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $14.1M | 7.4%Prev: 8.1% | 452,767 SH | Decreased-87,602 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $4.7M | 2.5%Prev: 2.4% | 160,009 SH | Decreased-17,697 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $5.8M | 3.1%Prev: 2.9% | 177,547 SH | Decreased+2,473 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $1.7M | 0.9%Prev: 0.9% | 35,904 SH | Decreased-6,430 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $7.2M | 3.8%Prev: 2.8% | 168,837 SH | Increased+20,078 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | $898K | 0.5%Prev: 1.7% | 13,428 SH | Decreased-42,481 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $46.9M | 24.7%Prev: 24.6% | 1,307,267 SH | Decreased-199,759 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $367K | 0.2%Prev: 0.2% | 5,477 SH | Decreased-25 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $12.4M | 6.5%Prev: 6.5% | 348,916 SH | Decreased-73,768 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $3.4M | 1.8%Prev: 1.4% | 80,621 SH | Decreased+9,742 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $577K | 0.3%Prev: 0.1% | 24,600 SH | Increased+12,773 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $1.2M | 0.6%Prev: 0.5% | 19,106 SH | Increased+2,726 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $15.1M | 7.9%Prev: 8.1% | 512,589 SH | Decreased-37,729 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $1.6M | 0.8%Prev: 0.7% | 39,577 SH | Decreased-1,002 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $362K | 0.2%Prev: 0.2% | 6,702 SH | Decreased+789 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $1.9M | 1.0%Prev: 0.9% | 65,436 SH | Decreased+1,583 SH |
| ELI LILLY & CO | COM | $239K | 0.1% | 307 SH | New |
| EXXON MOBIL CORP | COM | $474K | 0.2%Prev: 0.3% | 4,398 SH | Decreased |
| HEWLETT PACKARD ENTERPRISE C | COM | $454K | 0.2%Prev: 0.2% | 22,211 SH | Decreased |
| HOME DEPOT INC | COM | $240K | 0.1% | 654 SH | New |
| HP INC | COM | $395K | 0.2%Prev: 0.1% | 16,169 SH | Increased+28 SH |
| JPMORGAN CHASE & CO. | COM | $595K | 0.3% | 2,052 SH | New |
| META PLATFORMS INC | CL A | $258K | 0.1%Prev: 0.1% | 349 SH | Increased-10 SH |
| MICROSOFT CORP | COM | $1.5M | 0.8%Prev: 0.4% | 3,057 SH | Increased+413 SH |
| NETFLIX INC | COM | $1.9M | 1.0% | 1,433 SH | New |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $241K | 0.1% | 10,920 SH | New |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $952K | 0.5% | 23,513 SH | New |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $319K | 0.2% | 7,475 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 GW | $2.3M | 1.2% | 24,434 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 VL | $2.2M | 1.2% | 42,240 SH | New |
| SPDR SERIES TRUST | S&P 600 SMCP GRW | $348K | 0.2% | 3,917 SH | New |
| SPDR SERIES TRUST | S&P 600 SMCP VAL | $398K | 0.2% | 4,993 SH | New |
| STARBUCKS CORP | COM | $228K | 0.1% | 2,484 SH | New |
| STRYKER CORPORATION | COM | $216K | 0.1% | 547 SH | New |
| TESLA INC | COM | $1.7M | 0.9%Prev: 0.8% | 5,247 SH | Decreased |
| VANGUARD INDEX FDS | GROWTH ETF | $286K | 0.2% | 653 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $786K | 0.4%Prev: 0.4% | 2,585 SH | Decreased-114 SH |
| VANGUARD WORLD FD | CONSUM STP ETF | $287K | 0.2%Prev: 0.1% | 1,310 SH | Increased+84 SH |
| VANGUARD WORLD FD | INF TECH ETF | $533K | 0.3%Prev: 0.2% | 804 SH | Decreased+36 SH |
| VISA INC | COM CL A | $403K | 0.2%Prev: 0.1% | 1,136 SH | Increased+77 SH |
| WALMART INC | COM | $238K | 0.1% | 2,435 SH | New |
| 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 |