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CIK 0001833780 • 3 13F filings • May 7, 2025 – Nov 6, 2025
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 2023 ETF SERIES TRUST | EAGLE CAPITAL SE | $5.5M | 0.8%Prev: 0.9% | 175,834 SH | Increased |
| ABBOTT LABS | COM | $274K | 0.0%Prev: 0.0% | 2,043 SH | Decreased+3 SH |
| ABBVIE INC | COM | $488K | 0.1%Prev: 0.1% | 2,107 SH | Increased+70 SH |
| ACCENTURE PLC IRELAND | SHS CLASS A | $209K | 0.0%Prev: 0.1% | 848 SH | Decreased-206 SH |
| ADVANCED MICRO DEVICES INC | COM | $262K | 0.0% | 1,621 SH | New |
| AERCAP HOLDINGS NV | SHS | $494K | 0.1%Prev: 0.1% | 4,079 SH | Increased+63 SH |
| AGNICO EAGLE MINES LTD | COM | $206K | 0.0% | 1,220 SH | New |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $377K | 0.1%Prev: 0.0% | 2,111 SH | Increased+326 SH |
| ALPHABET INC | CAP STK CL A | $3.2M | 0.5%Prev: 0.4% | 13,112 SH | Increased+326 SH |
| ALPHABET INC | CAP STK CL C | $2.6M | 0.4%Prev: 0.3% | 10,833 SH | Increased+469 SH |
| AMAZON COM INC | COM | $3.4M | 0.5%Prev: 0.5% | 15,489 SH | Increased+982 SH |
| AMERICAN CENTY ETF TR | AVANTIS ALL EQT | $14.1M | 2.1%Prev: 2.1% | 169,428 SH | Increased+5,500 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $1.6M | 0.2%Prev: 0.2% | 20,792 SH | Increased+1,403 SH |
| AMERICAN CENTY ETF TR | AVANTIS RESPON U | $3.1M | 0.5%Prev: 0.4% | 41,486 SH | Increased+3,046 SH |
| AMERICAN CENTY ETF TR | AVANTIS RESPONSI | $2.8M | 0.4%Prev: 0.4% | 39,346 SH | Increased-1,640 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $2.2M | 0.3%Prev: 0.3% | 27,544 SH | Increased+3,210 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $533K | 0.1%Prev: 0.1% | 4,906 SH | Increased |
| AMERICAN EXPRESS CO | COM | $283K | 0.0%Prev: 0.0% | 851 SH | Increased+33 SH |
| AMERIPRISE FINL INC | COM | $300K | 0.0%Prev: 0.1% | 611 SH | Decreased+3 SH |
| AON PLC | SHS CL A | $399K | 0.1%Prev: 0.1% | 1,119 SH | Decreased |
| APPLE INC | COM | $4.9M | 0.7%Prev: 0.6% | 19,340 SH | Increased+795 SH |
| APPLIED MATLS INC | COM | $240K | 0.0%Prev: 0.0% | 1,172 SH | Increased+67 SH |
| ASE TECHNOLOGY HLDG CO LTD | SPONSORED ADS | $195K | 0.0%Prev: 0.0% | 17,574 SH | Increased+2,913 SH |
| ASML HOLDING N V | N Y REGISTRY SHS | $516K | 0.1%Prev: 0.1% | 533 SH | Increased+56 SH |
| AT&T INC | COM | $216K | 0.0%Prev: 0.0% | 7,661 SH | Increased+552 SH |
| BANCO BILBAO VIZCAYA ARGENTA | SPONSORED ADR | $200K | 0.0% | 10,386 SH | New |
| BANCO SANTANDER S.A. | ADR | $395K | 0.1%Prev: 0.0% | 37,698 SH | Increased+4,641 SH |
| BANK AMERICA CORP | COM | $431K | 0.1%Prev: 0.1% | 8,353 SH | Increased+159 SH |
| BANK NOVA SCOTIA HALIFAX | COM | $200K | 0.0% | 3,094 SH | New |
| BARCLAYS PLC | ADR | $226K | 0.0% | 10,932 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.4M | 0.2%Prev: 0.2% | 2,729 SH | Increased+130 SH |
| BLACKROCK INC | COM | $266K | 0.0%Prev: 0.0% | 228 SH | Increased+13 SH |
| BOOKING HOLDINGS INC | COM | $201K | 0.0% | 37 SH | New |
| BRITISH AMERN TOB PLC | SPONSORED ADR | $203K | 0.0% | 3,817 SH | New |
| BROADCOM INC | COM | $1.6M | 0.2%Prev: 0.2% | 4,914 SH | Increased-15 SH |
| CANADIAN NATL RY CO | COM | $210K | 0.0%Prev: 0.0% | 2,226 SH | Decreased-15 SH |
| CAPITAL ONE FINL CORP | COM | $501K | 0.1%Prev: 0.1% | 2,358 SH | Decreased-36 SH |
| CAPITOL FED FINL INC | COM | $65K | 0.0% | 10,251 SH | New |
| CBRE GROUP INC | CL A | $278K | 0.0%Prev: 0.0% | 1,762 SH | Increased+50 SH |
| CHEVRON CORP NEW | COM | $321K | 0.0%Prev: 0.0% | 2,069 SH | Increased+332 SH |
| CHUNGHWA TELECOM CO LTD | SPON ADR NEW11 | $255K | 0.0%Prev: 0.0% | 5,844 SH | Increased+771 SH |
| CIA ENERGETICA DE MINAS GERA | SP ADR N-V PFD | $32K | 0.0%Prev: 0.0% | 15,247 SH | Increased+3,124 SH |
| CISCO SYS INC | COM | $251K | 0.0%Prev: 0.0% | 3,663 SH | Increased+509 SH |
| COCA COLA CO | COM | $344K | 0.1%Prev: 0.1% | 5,185 SH | Decreased-379 SH |
| COMPANHIA PARANAENSE DE ENER | SPON ADS | $134K | 0.0%Prev: 0.0% | 13,705 SH | Increased+115 SH |
| COSTCO WHSL CORP NEW | COM | $955K | 0.1%Prev: 0.2% | 1,032 SH | Decreased+13 SH |
| DEUTSCHE BANK A G | NAMEN AKT | $235K | 0.0% | 6,628 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | $598K | 0.1%Prev: 0.1% | 14,555 SH | Increased+1,663 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $47.7M | 7.2%Prev: 7.3% | 1,487,693 SH | Increased+10,205 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $539K | 0.1%Prev: 0.1% | 19,741 SH | Increased+295 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $229K | 0.0%Prev: 0.0% | 6,286 SH | Increased |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $106.2M | 16.1%Prev: 16.5% | 3,239,940 SH | Increased+40,338 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $225K | 0.0%Prev: 0.0% | 6,291 SH | Increased+4 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $300K | 0.0%Prev: 0.0% | 6,561 SH | Increased |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | $534K | 0.1%Prev: 0.1% | 7,419 SH | Increased+671 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $196.1M | 29.7%Prev: 29.6% | 5,084,210 SH | Increased+119,969 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $35.2M | 5.3%Prev: 5.5% | 485,558 SH | Increased-12,289 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $41.6M | 6.3%Prev: 6.3% | 1,100,984 SH | Increased+40,321 SH |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $239K | 0.0%Prev: 0.0% | 7,257 SH | Increased+32 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $6.9M | 1.0%Prev: 1.1% | 153,470 SH | Increased-3,588 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $2.5M | 0.4%Prev: 0.4% | 36,388 SH | Increased-2,516 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $425K | 0.1%Prev: 0.1% | 13,345 SH | Increased+59 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $272K | 0.0% | 6,405 SH | New |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $4.2M | 0.6%Prev: 0.6% | 71,368 SH | Increased-552 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $1.2M | 0.2%Prev: 0.2% | 37,473 SH | Increased-510 SH |
| DR REDDYS LABS LTD | ADR | $297K | 0.0%Prev: 0.0% | 21,258 SH | Increased+3,580 SH |
| EA SERIES TRUST | CAMBRIA GLOBAL | $2.4M | 0.4% | 47,499 SH | New |
| ELI LILLY & CO | COM | $1.4M | 0.2%Prev: 0.2% | 1,776 SH | Increased+202 SH |
| EMCOR GROUP INC | COM | $483K | 0.1%Prev: 0.1% | 744 SH | Increased+23 SH |
| EMPIRE ST RLTY TR INC | CL A | $78K | 0.0%Prev: 0.0% | 10,142 SH | Decreased-1,449 SH |
| ENEL CHILE S.A. | SPONSORED ADR | $76K | 0.0%Prev: 0.0% | 19,583 SH | Increased+3,835 SH |
| EVERCORE INC | CLASS A | $272K | 0.0%Prev: 0.0% | 806 SH | Increased+10 SH |
| EXXON MOBIL CORP | COM | $514K | 0.1%Prev: 0.1% | 4,558 SH | Increased+388 SH |
| FASTENAL CO | COM | $218K | 0.0% | 4,441 SH | New |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | $774K | 0.1%Prev: 0.1% | 2,765 SH | Increased |
| FLEXSHARES TR | M STAR DEV MKT | $321K | 0.0%Prev: 0.1% | 3,617 SH | Increased+3 SH |
| FLEXSHARES TR | MORNSTAR USMKT | $5.7M | 0.9%Prev: 0.8% | 23,446 SH | Increased+3,023 SH |
| FLEXSHARES TR | MSTAR EMKT FAC | $1.1M | 0.2%Prev: 0.2% | 17,080 SH | Increased+2 SH |
| GE AEROSPACE | COM NEW | $1.5M | 0.2%Prev: 0.2% | 4,827 SH | Increased+28 SH |
| GE VERNOVA INC | COM | $967K | 0.1%Prev: 0.1% | 1,573 SH | Increased+1 SH |
| GENPACT LIMITED | SHS | $247K | 0.0%Prev: 0.0% | 5,888 SH | Decreased-131 SH |
| GERDAU SA | SPON ADR REP PFD | $32K | 0.0% | 10,391 SH | New |
| GOLDMAN SACHS GROUP INC | COM | $1.2M | 0.2%Prev: 0.2% | 1,522 SH | Increased+20 SH |
| HDFC BANK LTD | SPONSORED ADS | $413K | 0.1%Prev: 0.1% | 12,099 SH | Decreased+6,556 SH |
| HILTON WORLDWIDE HLDGS INC | COM | $412K | 0.1%Prev: 0.1% | 1,588 SH | Decreased+2 SH |
| HOME DEPOT INC | COM | $868K | 0.1%Prev: 0.1% | 2,142 SH | Increased+80 SH |
| HSBC HLDGS PLC | SPON ADR NEW | $287K | 0.0%Prev: 0.0% | 4,046 SH | Increased+454 SH |
| ICICI BANK LIMITED | ADR | $383K | 0.1%Prev: 0.1% | 12,656 SH | Increased+1,569 SH |
| ICL GROUP LTD | SHS | $82K | 0.0%Prev: 0.0% | 13,163 SH | Increased+1,552 SH |
| INFOSYS LTD | SPONSORED ADR | $212K | 0.0%Prev: 0.0% | 13,055 SH | Decreased-567 SH |
| ING GROEP N.V. | SPONSORED ADR | $262K | 0.0% | 10,028 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $458K | 0.1%Prev: 0.1% | 1,623 SH | Increased+169 SH |
| INTUIT | COM | $210K | 0.0%Prev: 0.0% | 308 SH | Decreased-4 SH |
| INVESCO EXCH TRADED FD TR II | S&P GBL WATER | $272K | 0.0%Prev: 0.0% | 4,234 SH | Increased |
| INVESCO EXCHANGE TRADED FD T | AI AND NEXT GEN | $308K | 0.0%Prev: 0.0% | 5,700 SH | Increased |
| INVESCO QQQ TR | UNIT SER 1 | $607K | 0.1%Prev: 0.1% | 1,011 SH | Increased+7 SH |
| ISHARES INC | CORE MSCI EMKT | $2.7M | 0.4%Prev: 0.4% | 40,700 SH | Increased |
| ISHARES INC | MSCI CDA ETF | $1.0M | 0.2%Prev: 0.2% | 19,793 SH | Increased |
| ISHARES TR | 3YRTB ETF | $254K | 0.0%Prev: 0.0% | 3,339 SH | Decreased |
| ISHARES TR | CORE MSCI EAFE | $9.4M | 1.4%Prev: 1.5% | 107,997 SH | Increased-683 SH |
| ISHARES TR | CORE S&P MCP ETF | $983K | 0.1%Prev: 0.2% | 15,067 SH | Decreased-6,500 SH |
| ISHARES TR | CORE S&P US VLU | $317K | 0.0%Prev: 0.1% | 3,173 SH | Decreased-765 SH |
| ISHARES TR | CORE S&P500 ETF | $667K | 0.1%Prev: 0.1% | 997 SH | Increased |
| ISHARES TR | ESG AWR MSCI USA | $429K | 0.1%Prev: 0.1% | 2,944 SH | Increased |
| ISHARES TR | ESG AWR US AGRGT | $677K | 0.1%Prev: 0.1% | 14,087 SH | Increased+201 SH |
| ISHARES TR | EXPANDED TECH | $403K | 0.1%Prev: 0.1% | 3,500 SH | Increased |
| ISHARES TR | EXPND TEC SC ETF | $224K | 0.0% | 1,779 SH | New |
| ISHARES TR | ISHARES SEMICDTR | $1.4M | 0.2%Prev: 0.2% | 5,269 SH | Increased |
| ISHARES TR | JPMORGAN USD EMG | $270K | 0.0%Prev: 0.0% | 2,838 SH | Increased+5 SH |
| ISHARES TR | MORNINGSTAR GRWT | $1.4M | 0.2%Prev: 0.2% | 13,565 SH | Increased |
| ISHARES TR | MSCI EAFE ETF | $380K | 0.1%Prev: 0.1% | 4,068 SH | Increased |
| ISHARES TR | MSCI EMG MKT ETF | $242K | 0.0%Prev: 0.0% | 4,527 SH | Increased |
| ISHARES TR | RUS 1000 ETF | $1.3M | 0.2%Prev: 0.2% | 3,489 SH | Increased |
| ISHARES TR | RUS 1000 GRW ETF | $3.7M | 0.6%Prev: 0.6% | 7,963 SH | Increased-169 SH |
| ISHARES TR | RUS 2000 VAL ETF | $642K | 0.1%Prev: 0.1% | 3,628 SH | Increased |
| ISHARES TR | RUSSELL 3000 ETF | $20.4M | 3.1%Prev: 3.1% | 53,882 SH | Increased |
| ISHARES TR | S&P 500 GRWT ETF | $1.2M | 0.2%Prev: 0.2% | 9,938 SH | Decreased-1,987 SH |
| ISHARES TR | S&P MC 400GR ETF | $384K | 0.1%Prev: 0.1% | 4,000 SH | Decreased-1,611 SH |
| ISHARES TR | SELECT US REIT | $957K | 0.1%Prev: 0.2% | 15,531 SH | Increased |
| ISHARES TR | U.S. TECH ETF | $989K | 0.1%Prev: 0.1% | 5,048 SH | Increased |
| ISHARES TR | US CONSUM DISCRE | $209K | 0.0% | 1,994 SH | New |
| ISHARES TR | US INDUSTRIALS | $217K | 0.0%Prev: 0.0% | 1,490 SH | Increased |
| JOHNSON & JOHNSON | COM | $476K | 0.1%Prev: 0.1% | 2,566 SH | Increased+465 SH |
| JPMORGAN CHASE & CO. | COM | $1.5M | 0.2%Prev: 0.2% | 4,658 SH | Increased+233 SH |
| KB FINL GROUP INC | SPONSORED ADR | $205K | 0.0% | 2,477 SH | New |
| KOREA ELEC PWR CORP | SPONSORED ADR | $164K | 0.0%Prev: 0.0% | 12,594 SH | Decreased+727 SH |
| LAM RESEARCH CORP | COM NEW | $222K | 0.0% | 1,656 SH | New |
| LG DISPLAY CO LTD | SPONS ADR REP | $212K | 0.0%Prev: 0.0% | 40,529 SH | Increased+12,168 SH |
| LIFE360 INC | COM | $7.7M | 1.2%Prev: 0.7% | 72,553 SH | Increased+11,012 SH |
| LINDE PLC | SHS | $226K | 0.0%Prev: 0.0% | 475 SH | Increased+18 SH |
| LLOYDS BANKING GROUP PLC | SPONSORED ADR | $250K | 0.0%Prev: 0.0% | 55,092 SH | Increased+5,432 SH |
| LOCKHEED MARTIN CORP | COM | $201K | 0.0% | 402 SH | New |
| MARRIOTT INTL INC NEW | CL A | $614K | 0.1%Prev: 0.1% | 2,356 SH | Decreased+4 SH |
| MASTERCARD INCORPORATED | CL A | $501K | 0.1%Prev: 0.1% | 881 SH | Increased+64 SH |
| MCDONALDS CORP | COM | $302K | 0.0%Prev: 0.0% | 995 SH | Increased+31 SH |
| MEDICAL PPTYS TRUST INC | COM | $60K | 0.0%Prev: 0.0% | 11,774 SH | Increased+463 SH |
| META PLATFORMS INC | CL A | $2.8M | 0.4%Prev: 0.4% | 3,772 SH | Increased+193 SH |
| MICROSOFT CORP | COM | $7.3M | 1.1%Prev: 1.1% | 14,089 SH | Increased+322 SH |
| MIZUHO FINANCIAL GROUP INC | SPONSORED ADR | $204K | 0.0%Prev: 0.0% | 30,495 SH | Increased+3,913 SH |
| MOTOROLA SOLUTIONS INC | COM NEW | $369K | 0.1%Prev: 0.1% | 808 SH | Increased+42 SH |
| NETFLIX INC | COM | $1.3M | 0.2%Prev: 0.2% | 1,094 SH | Decreased+28 SH |
| NOKIA CORP | SPONSORED ADR | $53K | 0.0%Prev: 0.0% | 10,956 SH | Decreased-1,199 SH |
| NOMURA HLDGS INC | SPONSORED ADR | $99K | 0.0%Prev: 0.0% | 13,668 SH | Increased+1,161 SH |
| NOVARTIS AG | SPONSORED ADR | $308K | 0.0%Prev: 0.0% | 2,402 SH | Increased+427 SH |
| NVIDIA CORPORATION | COM | $5.9M | 0.9%Prev: 0.8% | 31,560 SH | Increased+2,505 SH |
| ORACLE CORP | COM | $994K | 0.2%Prev: 0.1% | 3,534 SH | Increased+721 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $460K | 0.1%Prev: 0.1% | 2,524 SH | Increased+177 SH |
| PHILIP MORRIS INTL INC | COM | $257K | 0.0%Prev: 0.0% | 1,582 SH | Decreased+111 SH |
| PIMCO MUN INCOME FD II | COM | $107K | 0.0% | 13,589 SH | New |
| PROCTER AND GAMBLE CO | COM | $275K | 0.0%Prev: 0.1% | 1,790 SH | Decreased-256 SH |
| PROGRESSIVE CORP | COM | $274K | 0.0%Prev: 0.0% | 1,111 SH | Decreased+49 SH |
| PROSHARES TR | PSHS ULT S&P 500 | $592K | 0.1%Prev: 0.1% | 5,276 SH | Increased-190 SH |
| QUALCOMM INC | COM | $255K | 0.0%Prev: 0.0% | 1,536 SH | Increased |
| RTX CORPORATION | COM | $326K | 0.0%Prev: 0.0% | 1,949 SH | Increased+80 SH |
| SAP SE | SPON ADR | $285K | 0.0%Prev: 0.1% | 1,065 SH | Decreased-93 SH |
| SCHWAB CHARLES CORP | COM | $234K | 0.0%Prev: 0.0% | 2,446 SH | Decreased-171 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $1.2M | 0.2%Prev: 0.2% | 45,903 SH | Increased+6,040 SH |
| SERVICENOW INC | COM | $217K | 0.0%Prev: 0.0% | 236 SH | Decreased-49 SH |
| SHELL PLC | SPON ADS | $452K | 0.1%Prev: 0.1% | 6,321 SH | Increased+455 SH |
| SONY GROUP CORP | SPONSORED ADR | $205K | 0.0% | 7,106 SH | New |
| SPDR GOLD TR | GOLD SHS | $234K | 0.0%Prev: 0.0% | 658 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $4.7M | 0.7%Prev: 0.9% | 7,042 SH | Decreased-2,104 SH |
| SPDR SERIES TRUST | PRTFLO S&P500 VL | $826K | 0.1%Prev: 0.1% | 14,932 SH | Increased |
| SPDR SERIES TRUST | S&P DIVID ETF | $324K | 0.0%Prev: 0.1% | 2,310 SH | Increased |
| STRYKER CORPORATION | COM | $226K | 0.0%Prev: 0.0% | 610 SH | Decreased+6 SH |
| SUMITOMO MITSUI FINL GROUP I | SPONSORED ADR | $233K | 0.0%Prev: 0.0% | 13,947 SH | Increased+2,098 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $1.8M | 0.3%Prev: 0.2% | 6,592 SH | Increased+677 SH |
| TESLA INC | COM | $1.4M | 0.2%Prev: 0.2% | 3,088 SH | Increased+241 SH |
| TJX COS INC NEW | COM | $324K | 0.0%Prev: 0.0% | 2,245 SH | Increased+86 SH |
| TURKCELL ILETISIM HIZMETLERI | SPON ADR NEW | $65K | 0.0% | 10,781 SH | New |
| UBS GROUP AG | SHS | $250K | 0.0% | 6,091 SH | New |
| ULTRAPAR PARTICIPACOES SA | SP ADR REP COM | $61K | 0.0%Prev: 0.0% | 14,955 SH | Increased+914 SH |
| UNITED MICROELECTRONICS CORP | SPON ADR NEW | $179K | 0.0%Prev: 0.0% | 23,586 SH | Decreased-1,619 SH |
| UNITED RENTALS INC | COM | $320K | 0.0%Prev: 0.0% | 335 SH | Increased+9 SH |
| UNITEDHEALTH GROUP INC | COM | $677K | 0.1%Prev: 0.1% | 1,962 SH | Increased+35 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $631K | 0.1%Prev: 0.1% | 7,997 SH | Increased+13 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $746K | 0.1%Prev: 0.1% | 10,037 SH | Decreased-148 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $337K | 0.1%Prev: 0.1% | 6,813 SH | Decreased+6 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $806K | 0.1%Prev: 0.1% | 3,849 SH | Increased |
| VANGUARD INDEX FDS | GROWTH ETF | $2.4M | 0.4%Prev: 0.4% | 4,990 SH | Increased |
| VANGUARD INDEX FDS | LARGE CAP ETF | $1.5M | 0.2%Prev: 0.2% | 4,777 SH | Increased |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $353K | 0.1%Prev: 0.1% | 1,202 SH | Decreased-171 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $331K | 0.1%Prev: 0.1% | 1,897 SH | Increased |
| VANGUARD INDEX FDS | MID CAP ETF | $439K | 0.1%Prev: 0.1% | 1,496 SH | Increased |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $337K | 0.1%Prev: 0.1% | 3,690 SH | Increased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.8M | 0.6%Prev: 0.6% | 6,214 SH | Increased-399 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $646K | 0.1%Prev: 0.1% | 3,094 SH | Increased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $6.3M | 1.0%Prev: 1.0% | 19,267 SH | Increased+8 SH |
| VANGUARD INDEX FDS | VALUE ETF | $949K | 0.1%Prev: 0.2% | 5,090 SH | Decreased-2,094 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $659K | 0.1%Prev: 0.1% | 12,162 SH | Increased+3 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $2.8M | 0.4%Prev: 0.4% | 20,294 SH | Increased-41 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | $249K | 0.0%Prev: 0.0% | 2,791 SH | Increased |
| VANGUARD SCOTTSDALE FDS | VNG RUS3000IDX | $9.2M | 1.4%Prev: 1.5% | 31,114 SH | Increased-1,760 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $418K | 0.1%Prev: 0.1% | 1,938 SH | Increased |
| VANGUARD STAR FDS | VG TL INTL STK F | $246K | 0.0%Prev: 0.0% | 3,348 SH | Increased+1 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.2M | 0.2%Prev: 0.2% | 19,207 SH | Increased-20 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $672K | 0.1%Prev: 0.1% | 1,671 SH | Increased |
| VISA INC | COM CL A | $694K | 0.1%Prev: 0.1% | 2,034 SH | Increased+94 SH |
| WALMART INC | COM | $567K | 0.1%Prev: 0.1% | 5,498 SH | Increased+374 SH |
| WELLS FARGO CO NEW | COM | $688K | 0.1%Prev: 0.1% | 8,204 SH | Increased+270 SH |
| WIPRO LTD | SPON ADR 1 SH | $206K | 0.0%Prev: 0.0% | 78,244 SH | Decreased+8,614 SH |
| WOODWARD INC | COM | $392K | 0.1%Prev: 0.1% | 1,553 SH | Increased+42 SH |
| WOORI FINL GROUP INC | SPONSORED ADS | $322K | 0.0%Prev: 0.0% | 5,729 SH | Increased+505 SH |
| 13F-HR |
| 0001833780-25-000005 |
| $534.5M |
| View |