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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 | $465K | 0.2%Prev: 0.1% | 1,301 SH | Increased-172 SH |
| ALPHABET INC | CAP STK CL C | $528K | 0.2% | 1,494 SH | New |
| AMAZON COM INC | COM | $10.7M | 3.6%Prev: 5.1% | 44,887 SH | Increased+533 SH |
| AMGEN INC | COM | $264K | 0.1%Prev: 0.1% | 730 SH | Increased-103 SH |
| APPLE INC | COM | $2.3M | 0.8%Prev: 0.9% | 7,856 SH | Increased-584 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $316K | 0.1%Prev: 0.1% | 631 SH | Increased+71 SH |
| BROADCOM INC | COM | $759K | 0.3%Prev: 0.1% | 2,008 SH | Increased+1,217 SH |
| CATERPILLAR INC | COM | $318K | 0.1% | 299 SH | New |
| COSTCO WHOLESALE CORPORATION | COM | $489K | 0.2% | 523 SH | New |
| DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | $4.4M | 1.5% | 103,408 SH | New |
| DIMENSIONAL ETF TRUST | EMER MARK SU ETF | $326K | 0.1% | 6,674 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $10.4M | 3.6%Prev: 3.3% | 256,711 SH | Increased+46,573 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS HI | $4.1M | 1.4%Prev: 1.3% | 95,493 SH | Increased+8,554 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $4.1M | 1.4%Prev: 1.3% | 95,185 SH | Increased+10,140 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $1.3M | 0.4%Prev: 0.6% | 32,500 SH | Increased-7,420 SH |
| DIMENSIONAL ETF TRUST | GLOB CO PLUS ETF | $29.3M | 10.0% | 538,423 SH | New |
| DIMENSIONAL ETF TRUST | GLOBAL CR ETF | $20.9M | 7.1%Prev: 4.7% | 382,291 SH | Increased+218,105 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $3.5M | 1.2%Prev: 0.9% | 119,727 SH | Increased+53,593 SH |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | $1.1M | 0.4%Prev: 0.3% | 21,157 SH | Increased+10,546 SH |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $711K | 0.2%Prev: 0.3% | 15,765 SH | Increased+2,290 SH |
| DIMENSIONAL ETF TRUST | INTL COR FIX ETF | $2.5M | 0.9% | 47,544 SH | New |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $1.9M | 0.7%Prev: 1.0% | 46,492 SH | Increased-5,991 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $21.0M | 7.2%Prev: 7.4% | 563,696 SH | Increased+110,929 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $7.1M | 2.4%Prev: 2.5% | 206,690 SH | Increased+46,681 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $7.3M | 2.5%Prev: 3.1% | 181,154 SH | Increased+3,607 SH |
| DIMENSIONAL ETF TRUST | SHOR DUR FIX ETF | $2.7M | 0.9% | 56,922 SH | New |
| DIMENSIONAL ETF TRUST | US COR EQU 1 ETF | $5.8M | 2.0% | 70,691 SH | New |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $70.3M | 24.0% | 1,584,943 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $7.1M | 2.4%Prev: 3.8% | 137,605 SH | Decreased-31,232 SH |
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | $452K | 0.2% | 5,515 SH | New |
| DIMENSIONAL ETF TRUST | US HIGH PROF ETF | $18.9M | 6.5% | 454,027 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $3.8M | 1.3%Prev: 1.8% | 68,612 SH | Increased-12,009 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTA ETF | $310K | 0.1% | 11,864 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $23.2M | 7.9%Prev: 0.6% | 580,499 SH | Increased+561,393 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $2.1M | 0.7%Prev: 0.8% | 44,189 SH | Increased+4,612 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $407K | 0.1%Prev: 0.2% | 5,824 SH | Increased-878 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $2.3M | 0.8%Prev: 1.0% | 61,439 SH | Increased-3,997 SH |
| ELI LILLY & CO | COM | $259K | 0.1%Prev: 0.1% | 216 SH | Increased-91 SH |
| EXXON MOBIL CORP | COM | $581K | 0.2%Prev: 0.2% | 4,247 SH | Increased-151 SH |
| FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | $279K | 0.1% | 5,428 SH | New |
| HEWLETT PACKARD ENTERPRISE C | COM | $1.0M | 0.3%Prev: 0.2% | 22,221 SH | Increased+10 SH |
| HP INC | COM | $354K | 0.1%Prev: 0.2% | 16,148 SH | Decreased-21 SH |
| INTEL CORP | COM | $692K | 0.2% | 4,954 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $228K | 0.1% | 310 SH | New |
| ISHARES TR | RUSSELL 3000 ETF | $202K | 0.1% | 473 SH | New |
| JPMORGAN CHASE & CO | COM | $725K | 0.2% | 2,213 SH | New |
| META PLATFORMS INC | CL A | $230K | 0.1%Prev: 0.1% | 409 SH | Decreased+60 SH |
| MICROSOFT CORP | COM | $1.6M | 0.5%Prev: 0.8% | 4,311 SH | Increased+1,254 SH |
| NETFLIX INC. | COM | $1.0M | 0.4% | 14,649 SH | New |
| NVIDIA CORPORATION | COM | $294K | 0.1% | 1,470 SH | New |
| SPDR INDEX SHS FDS | ST PORT MARK ETF | $308K | 0.1% | 5,945 SH | New |
| SPDR INDEX SHS FDS | ST STR PO EX ETF | $1.1M | 0.4% | 21,534 SH | New |
| SPDR SERIES TRUST | ST STR P500GRW | $2.4M | 0.8% | 20,230 SH | New |
| SPDR SERIES TRUST | ST STR P500VAL | $2.3M | 0.8% | 38,027 SH | New |
| SPDR SERIES TRUST | ST STR SP600GRWO | $402K | 0.1% | 3,377 SH | New |
| SPDR SERIES TRUST | ST STR SP600SM C | $443K | 0.2% | 4,058 SH | New |
| STARBUCKS CORP | COM | $209K | 0.1%Prev: 0.1% | 2,043 SH | Decreased-441 SH |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $391K | 0.1% | 524 SH | New |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $283K | 0.1% | 593 SH | New |
| TESLA INC | COM | $2.2M | 0.7%Prev: 0.9% | 5,172 SH | Increased-75 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $999K | 0.3%Prev: 0.4% | 2,699 SH | Increased+114 SH |
| VANGUARD WORLD FD | CONSUM STP ETF | $277K | 0.1%Prev: 0.2% | 1,226 SH | Decreased-84 SH |
| VANGUARD WORLD FD | INF TECH ETF | $734K | 0.3%Prev: 0.3% | 6,144 SH | Increased+5,340 SH |
| VISA INC | COM CL A | $376K | 0.1%Prev: 0.2% | 1,097 SH | Decreased-39 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 |