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CIK 0002042783 • 6 13F filings • May 15, 2025 – Jul 27, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $712K | 0.1%Prev: 0.1% | 2,276 SH | Increased-90 SH |
| ALPHABET INC | CAP STK CL C | $443K | 0.1%Prev: 0.0% | 1,413 SH | Increased-62 SH |
| AMAZON COM INC | COM | $981K | 0.1%Prev: 0.1% | 4,249 SH | Increased+18 SH |
| AMERICAN CENTY ETF TR | AVANTIS CORE FI | $654K | 0.1%Prev: 0.1% | 15,597 SH | Increased+882 SH |
| AMERICAN CENTY ETF TR | AVANTIS US SMALL | $103.0M | 11.8%Prev: 10.7% | 1,010,452 SH | Increased+105,187 SH |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | $5.3M | 0.6%Prev: 0.6% | 74,636 SH | Increased-2,356 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $51.9M | 5.9%Prev: 5.8% | 552,689 SH | Increased+4,892 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $869K | 0.1%Prev: 0.1% | 7,773 SH | Increased |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $65.6M | 7.5%Prev: 6.6% | 866,040 SH | Increased+96,830 SH |
| AMERICAN EXPRESS CO | COM | $284K | 0.0%Prev: 0.0% | 768 SH | Increased-8 SH |
| APPLE INC | COM | $2.3M | 0.3%Prev: 0.2% | 8,317 SH | Increased+777 SH |
| AXON ENTERPRISE INC | COM | $1.1M | 0.1%Prev: 0.2% | 1,933 SH | Decreased-2 SH |
| BANK AMERICA CORP | COM | $292K | 0.0%Prev: 0.0% | 5,310 SH | Increased+130 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $4.6M | 0.5%Prev: 0.5% | 9,211 SH | Increased+478 SH |
| BROADCOM INC | COM | $456K | 0.1%Prev: 0.0% | 1,318 SH | Increased+515 SH |
| CATERPILLAR INC | COM | $578K | 0.1%Prev: 0.1% | 1,008 SH | Increased+28 SH |
| CHEVRON CORP NEW | COM | $277K | 0.0% | 1,820 SH | New |
| CONSTELLATION ENERGY CORP | COM | $263K | 0.0% | 744 SH | New |
| CORNERSTONE TOTAL RETURN FD | COM | $165K | 0.0%Prev: 0.0% | 20,546 SH | Decreased-10 SH |
| CSX CORP | COM | $203K | 0.0% | 5,607 SH | New |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $21.2M | 2.4%Prev: 2.3% | 651,422 SH | Increased+31,778 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $14.9M | 1.7%Prev: 1.5% | 562,975 SH | Increased+88,652 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $63.5M | 7.3%Prev: 6.6% | 1,272,627 SH | Increased+65,746 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $16.1M | 1.8%Prev: 1.7% | 488,398 SH | Increased+33,247 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $58.0M | 6.6%Prev: 6.4% | 781,383 SH | Increased+34,840 SH |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $381K | 0.0%Prev: 0.0% | 11,132 SH | Increased+29 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $33.0M | 3.8%Prev: 3.8% | 708,882 SH | Increased-4,658 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $381K | 0.0%Prev: 0.0% | 16,615 SH | Increased+1,197 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $49.1M | 5.6%Prev: 5.4% | 704,276 SH | Increased+44,705 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $1.2M | 0.1%Prev: 0.1% | 35,233 SH | Decreased-2,430 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $12.9M | 1.5%Prev: 1.5% | 216,187 SH | Increased-143 SH |
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | $50.0M | 5.7%Prev: 5.1% | 675,204 SH | Increased+81,316 SH |
| DIREXION SHS ETF TR | DRX S&P500BULL | $652K | 0.1%Prev: 0.0% | 2,956 SH | Increased+1,942 SH |
| EA SERIES TRUST | ALPHA ARCH 1-3 | $3.5M | 0.4%Prev: 0.4% | 30,322 SH | Increased+1,939 SH |
| ELI LILLY & CO | COM | $362K | 0.0%Prev: 0.0% | 337 SH | Increased-24 SH |
| EQUIFAX INC | COM | $304K | 0.0%Prev: 0.0% | 1,399 SH | Decreased |
| EXXON MOBIL CORP | COM | $416K | 0.0%Prev: 0.0% | 3,454 SH | Increased+1,329 SH |
| FIDELITY WISE ORIGIN BITCOIN | SHS | $267K | 0.0%Prev: 0.0% | 3,505 SH | Decreased |
| GRANITESHARES PLATINUM TR | SHS BEN INT | $333K | 0.0%Prev: 0.0% | 16,881 SH | Increased+409 SH |
| HOME DEPOT INC | COM | $254K | 0.0%Prev: 0.0% | 737 SH | Decreased+69 SH |
| HUBBELL INC | COM | $378K | 0.0%Prev: 0.0% | 852 SH | Increased+250 SH |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $2.7M | 0.3%Prev: 0.3% | 10,620 SH | Increased+1,837 SH |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | $240K | 0.0%Prev: 0.0% | 1,734 SH | Increased |
| INVSC QQQ TRUST SRS 1 ETF | UNIT SER 1 | $925K | 0.1% | 1,505 SH | New |
| ISHARES TR | CORE S&P SCP ETF | $1.3M | 0.1%Prev: 0.2% | 10,760 SH | Decreased-543 SH |
| ISHARES TR | CORE S&P500 ETF | $4.2M | 0.5%Prev: 0.5% | 6,180 SH | Increased+15 SH |
| ISHARES TR | ESG AW MSCI EAFE | $296K | 0.0%Prev: 0.0% | 3,111 SH | Increased |
| ISHARES TR | NATIONAL MUN ETF | $472K | 0.1%Prev: 0.1% | 4,406 SH | Decreased-1,320 SH |
| ISHARES TR | RUS 1000 GRW ETF | $202K | 0.0%Prev: 0.0% | 427 SH | Decreased-137 SH |
| ISHARES TR | RUS MD CP GR ETF | $2.7M | 0.3%Prev: 0.3% | 19,850 SH | Decreased-608 SH |
| JPMORGAN CHASE & CO. | COM | $494K | 0.1%Prev: 0.0% | 1,533 SH | Increased+298 SH |
| META PLATFORMS INC | CL A | $627K | 0.1%Prev: 0.1% | 950 SH | Decreased+73 SH |
| MICROSOFT CORP | COM | $2.6M | 0.3%Prev: 0.2% | 5,369 SH | Increased+1,416 SH |
| NEXTERA ENERGY INC | COM | $416K | 0.0%Prev: 0.0% | 5,182 SH | Increased+703 SH |
| NVIDIA CORPORATION | COM | $1.6M | 0.2%Prev: 0.2% | 8,767 SH | Increased+90 SH |
| ORACLE CORP | COM | $230K | 0.0%Prev: 0.0% | 1,180 SH | Decreased-50 SH |
| PHILIP MORRIS INTL INC | COM | $3.4M | 0.4% | 21,134 SH | New |
| PROSHARES TR | BITCOIN ETF | $526K | 0.1%Prev: 0.1% | 43,292 SH | Increased+18,469 SH |
| PROSHARES TR II | ULTRA SILVER NEW | $522K | 0.1%Prev: 0.0% | 3,366 SH | Increased-729 SH |
| SCHWAB STRATEGIC TR | CRYPTO THEMATIC | $446K | 0.1%Prev: 0.1% | 7,431 SH | Decreased-344 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $201K | 0.0% | 6,798 SH | New |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $209K | 0.0%Prev: 0.0% | 7,781 SH | Increased-81 SH |
| SOUTHERN CO | COM | $398K | 0.0%Prev: 0.0% | 4,562 SH | Increased+1,018 SH |
| SPDR GOLD TR | GOLD SHS | $573K | 0.1%Prev: 0.1% | 1,447 SH | Increased-53 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $1.4M | 0.2%Prev: 0.1% | 2,051 SH | Increased+448 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $222.1M | 25.4% | 6,909,853 SH | New |
| SSGA ACTIVE TR | SPDR SSGA IG PUB | $1.5M | 0.2%Prev: 0.0% | 58,815 SH | Increased+46,402 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $366K | 0.0%Prev: 0.0% | 1,206 SH | Increased-37 SH |
| TESLA INC | COM | $266K | 0.0%Prev: 0.0% | 592 SH | Decreased-54 SH |
| TEXAS INSTRS INC | COM | $1.2M | 0.1%Prev: 0.2% | 6,927 SH | Decreased+17 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $603K | 0.1%Prev: 0.1% | 7,738 SH | Decreased-241 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $887K | 0.1%Prev: 0.1% | 11,972 SH | Increased+324 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $429K | 0.0%Prev: 0.0% | 880 SH | Increased+332 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $643K | 0.1%Prev: 0.1% | 2,214 SH | Increased+65 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.3M | 0.1%Prev: 0.1% | 1,997 SH | Decreased-56 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $518K | 0.1%Prev: 0.1% | 2,008 SH | Increased+42 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.5M | 0.2%Prev: 0.2% | 4,482 SH | Increased-31 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $385K | 0.0%Prev: 0.0% | 7,168 SH | Increased+87 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $12.4M | 1.4%Prev: 1.7% | 87,636 SH | Decreased-14,019 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $372K | 0.0%Prev: 0.0% | 7,397 SH | Increased |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $11.8M | 1.3%Prev: 1.4% | 140,696 SH | Decreased-2,542 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $17.8M | 2.0%Prev: 2.1% | 223,101 SH | Increased+4,576 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $520K | 0.1%Prev: 0.1% | 8,324 SH | Increased+87 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $1.8M | 0.2%Prev: 0.2% | 12,870 SH | Decreased-750 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $604K | 0.1%Prev: 0.1% | 1,463 SH | Increased+337 SH |
| VISA INC | COM CL A | $636K | 0.1%Prev: 0.1% | 1,812 SH | Increased+243 SH |
| WALMART INC | COM | $1.4M | 0.2%Prev: 0.1% | 12,152 SH | Increased+633 SH |
| WORLD GOLD TR | SPDR GLD MINIS | $2.1M | 0.2%Prev: 0.2% | 24,616 SH | Increased+3,426 SH |
| 13F-HR |
| 0001172661-26-002814 |
| $1.12B |
| View |
| Jul 23, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002686 | $739.8M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001172661-26-002265 | $987.3M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001172661-25-002123 | $657.4M | View |