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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 | $365K | 0.2%Prev: 0.2% | 1,501 SH | Decreased+200 SH |
| ALPHABET INC | CAP STK CL C | $261K | 0.1%Prev: 0.2% | 1,072 SH | Decreased-422 SH |
| AMAZON COM INC | COM | $9.9M | 4.8%Prev: 3.6% | 45,161 SH | Decreased+274 SH |
| AMGEN INC | COM | $217K | 0.1%Prev: 0.1% | 769 SH | Decreased+39 SH |
| APPLE INC | COM | $2.0M | 1.0%Prev: 0.8% | 8,039 SH | Decreased+183 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $285K | 0.1%Prev: 0.1% | 566 SH | Decreased-65 SH |
| BROADCOM INC | COM | $266K | 0.1%Prev: 0.3% | 807 SH | Decreased-1,201 SH |
| COSTCO WHSL CORP NEW | COM | $518K | 0.3% | 560 SH | New |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $3.7M | 1.8% | 86,701 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | $225K | 0.1% | 5,477 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $6.9M | 3.4%Prev: 3.6% | 216,173 SH | Decreased-40,538 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS HI | $2.6M | 1.3%Prev: 1.4% | 85,452 SH | Decreased-10,041 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $2.6M | 1.3%Prev: 1.4% | 83,030 SH | Decreased-12,155 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $1.3M | 0.6%Prev: 0.4% | 40,022 SH | Decreased+7,522 SH |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | $12.9M | 6.3% | 232,638 SH | New |
| DIMENSIONAL ETF TRUST | GLOBAL CR ETF | $10.8M | 5.2%Prev: 7.1% | 194,840 SH | Decreased-187,451 SH |
| DIMENSIONAL ETF TRUST | GLOBAL EX US COR | $1.6M | 0.8% | 30,009 SH | New |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $2.2M | 1.1%Prev: 1.2% | 80,055 SH | Decreased-39,672 SH |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | $684K | 0.3%Prev: 0.4% | 12,840 SH | Decreased-8,317 SH |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $451K | 0.2%Prev: 0.2% | 11,002 SH | Decreased-4,763 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $1.9M | 0.9%Prev: 0.7% | 52,848 SH | Increased+6,356 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $15.8M | 7.6%Prev: 7.2% | 481,794 SH | Decreased-81,902 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $4.8M | 2.3%Prev: 2.4% | 157,806 SH | Decreased-48,884 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $6.1M | 3.0%Prev: 2.5% | 171,153 SH | Decreased-10,001 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $1.9M | 0.9% | 39,138 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $7.9M | 3.8%Prev: 2.4% | 173,133 SH | Increased+35,528 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | $2.8M | 1.4% | 38,949 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $49.2M | 23.8% | 1,274,907 SH | New |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $397K | 0.2% | 5,477 SH | New |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $13.2M | 6.4% | 348,616 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $3.2M | 1.6%Prev: 1.3% | 72,051 SH | Decreased+3,439 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $343K | 0.2% | 14,395 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $1.1M | 0.5%Prev: 7.9% | 16,450 SH | Decreased-564,049 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $16.0M | 7.7% | 502,244 SH | New |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $1.3M | 0.7%Prev: 0.7% | 31,753 SH | Decreased-12,436 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $343K | 0.2%Prev: 0.1% | 5,892 SH | Decreased+68 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $2.0M | 1.0%Prev: 0.8% | 63,709 SH | Decreased+2,270 SH |
| EXXON MOBIL CORP | COM | $498K | 0.2%Prev: 0.2% | 4,418 SH | Decreased+171 SH |
| HEWLETT PACKARD ENTERPRISE C | COM | $546K | 0.3%Prev: 0.3% | 22,211 SH | Decreased-10 SH |
| HOME DEPOT INC | COM | $235K | 0.1% | 581 SH | New |
| HP INC | COM | $440K | 0.2%Prev: 0.1% | 16,169 SH | Increased+21 SH |
| JPMORGAN CHASE & CO. | COM | $649K | 0.3% | 2,057 SH | New |
| META PLATFORMS INC | CL A | $260K | 0.1%Prev: 0.1% | 354 SH | Increased-55 SH |
| MICROSOFT CORP | COM | $1.6M | 0.8%Prev: 0.5% | 3,104 SH | Decreased-1,207 SH |
| NETFLIX INC | COM | $1.7M | 0.8% | 1,433 SH | New |
| ORACLE CORP | COM | $221K | 0.1% | 787 SH | New |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $254K | 0.1% | 10,920 SH | New |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $1.0M | 0.5% | 23,464 SH | New |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $346K | 0.2% | 7,385 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 GW | $2.3M | 1.1% | 21,993 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 VL | $2.3M | 1.1% | 40,674 SH | New |
| SPDR SERIES TRUST | S&P 600 SMCP GRW | $359K | 0.2% | 3,811 SH | New |
| SPDR SERIES TRUST | S&P 600 SMCP VAL | $438K | 0.2% | 4,946 SH | New |
| STARBUCKS CORP | COM | $210K | 0.1%Prev: 0.1% | 2,484 SH | Increased+441 SH |
| STRYKER CORPORATION | COM | $202K | 0.1% | 547 SH | New |
| TESLA INC | COM | $2.3M | 1.1%Prev: 0.7% | 5,247 SH | Increased+75 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $313K | 0.2% | 653 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $848K | 0.4%Prev: 0.3% | 2,585 SH | Decreased-114 SH |
| VANGUARD WORLD FD | CONSUM STP ETF | $276K | 0.1%Prev: 0.1% | 1,292 SH | Decreased+66 SH |
| VANGUARD WORLD FD | INF TECH ETF | $600K | 0.3%Prev: 0.3% | 804 SH | Decreased-5,340 SH |
| VISA INC | COM CL A | $382K | 0.2%Prev: 0.1% | 1,118 SH | Increased+21 SH |
| WALMART INC | COM | $232K | 0.1% | 2,250 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 |