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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 | $320K | 0.1% | 1,114 SH | New |
| ALPHABET INC | CAP STK CL C | $368K | 0.2% | 1,284 SH | New |
| AMAZON COM INC | COM | $9.1M | 3.8%Prev: 5.4% | 43,561 SH | Increased-1,442 SH |
| AMGEN INC | COM | $257K | 0.1%Prev: 0.1% | 730 SH | Increased-9 SH |
| APPLE INC | COM | $1.9M | 0.8%Prev: 1.1% | 7,341 SH | Increased-428 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $283K | 0.1%Prev: 0.2% | 590 SH | Decreased-37 SH |
| BROADCOM INC | COM | $659K | 0.3% | 2,129 SH | New |
| COSTCO WHOLESALE CORPORATION | COM | $517K | 0.2% | 519 SH | New |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $4.2M | 1.8%Prev: 1.4% | 99,557 SH | Increased+45,583 SH |
| DIMENSIONAL ETF TRUST | DIMENSIONAL INTE | $2.0M | 0.8% | 37,607 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | $281K | 0.1%Prev: 0.1% | 6,635 SH | Increased+265 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $8.7M | 3.7%Prev: 3.2% | 252,381 SH | Increased+58,841 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS HI | $3.0M | 1.3%Prev: 1.4% | 90,004 SH | Increased+4,441 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $3.3M | 1.4%Prev: 1.4% | 92,249 SH | Increased+9,615 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $1.2M | 0.5%Prev: 0.6% | 34,119 SH | Increased-3,202 SH |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | $17.8M | 7.5%Prev: 4.8% | 330,590 SH | Increased+189,066 SH |
| DIMENSIONAL ETF TRUST | GLOBAL CR ETF | $15.2M | 6.4%Prev: 3.7% | 280,889 SH | Increased+170,114 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $2.9M | 1.2%Prev: 0.8% | 110,206 SH | Increased+61,260 SH |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | $907K | 0.4%Prev: 0.3% | 17,538 SH | Increased+7,281 SH |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $605K | 0.3%Prev: 0.3% | 14,265 SH | Increased+1,278 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $1.9M | 0.8%Prev: 1.1% | 48,669 SH | Increased-4,522 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $19.2M | 8.1%Prev: 8.1% | 540,369 SH | Increased+77,994 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $5.7M | 2.4%Prev: 2.7% | 177,706 SH | Increased+17,893 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $6.9M | 2.9%Prev: 3.3% | 175,074 SH | Increased-6,429 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $2.0M | 0.9%Prev: 0.3% | 42,334 SH | Increased+33,014 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $6.7M | 2.8%Prev: 3.8% | 148,759 SH | Increased-8,901 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | $4.0M | 1.7%Prev: 0.3% | 55,909 SH | Increased+47,068 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $58.6M | 24.6%Prev: 25.2% | 1,507,026 SH | Increased+302,656 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $390K | 0.2%Prev: 0.2% | 5,502 SH | Increased+25 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $15.5M | 6.5%Prev: 7.0% | 422,684 SH | Increased+87,580 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $3.4M | 1.4%Prev: 2.2% | 70,879 SH | Decreased-12,994 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $280K | 0.1%Prev: 0.6% | 11,827 SH | Decreased-30,016 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $1.2M | 0.5%Prev: 0.7% | 16,380 SH | Increased-3,007 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $19.3M | 8.1%Prev: 7.7% | 550,318 SH | Increased+120,976 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $1.7M | 0.7%Prev: 0.8% | 40,579 SH | Increased+4,388 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $369K | 0.2% | 5,913 SH | New |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $2.2M | 0.9%Prev: 1.1% | 63,853 SH | Increased-3,976 SH |
| EXXON MOBIL CORP | COM | $746K | 0.3%Prev: 0.3% | 4,398 SH | Increased |
| FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | $275K | 0.1% | 5,428 SH | New |
| HEWLETT PACKARD ENTERPRISE C | COM | $529K | 0.2%Prev: 0.2% | 22,211 SH | Increased-6 SH |
| HP INC | COM | $310K | 0.1%Prev: 0.3% | 16,141 SH | Decreased-40 SH |
| JPMORGAN CHASE & CO | COM | $609K | 0.3% | 2,069 SH | New |
| META PLATFORMS INC | CL A | $205K | 0.1%Prev: 0.1% | 359 SH | Increased+10 SH |
| MICROSOFT CORP | COM | $979K | 0.4%Prev: 0.6% | 2,644 SH | Decreased-14 SH |
| NETFLIX INC. | COM | $1.4M | 0.6% | 14,420 SH | New |
| SPDR INDEX SHS FDS | STATE STREET SPD | $1.3M | 0.6% | 29,118 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $5.2M | 2.2% | 75,461 SH | New |
| TESLA INC | COM | $2.0M | 0.8%Prev: 0.9% | 5,247 SH | Increased-30 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $866K | 0.4%Prev: 0.5% | 2,699 SH | Increased+114 SH |
| VANGUARD WORLD FD | CONSUM STP ETF | $275K | 0.1%Prev: 0.2% | 1,226 SH | Decreased-84 SH |
| VANGUARD WORLD FD | INF TECH ETF | $536K | 0.2%Prev: 0.3% | 768 SH | Increased-36 SH |
| VISA INC | COM CL A | $320K | 0.1%Prev: 0.2% | 1,059 SH | Decreased |
| 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 |