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CIK 0001841757 • 6 13F filings • Apr 9, 2025 – Jul 15, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $303K | 0.1% | 2,287 SH | |
| ABBVIE INC | COM | $280K | 0.1% | 1,334 SH | |
| ACCENTURE PLC IRELAND | SHS CLASS A | $213K | 0.1% | 683 SH | |
| AFLAC INC | COM | $239K | 0.1% | 2,148 SH | |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $12.7M | 4.3% | 211,429 SH | |
| AMERICAN CENTY ETF TR | AVANTIS SHFXDINC | $334K | 0.1% | 7,154 SH | |
| AMERICAN CENTY ETF TR | AVANTIS US SMALL | $4.7M | 1.6% | 97,637 SH | |
| AMERICAN CENTY ETF TR | CORE MUNI FXD IN | $355K | 0.1% | 7,802 SH | |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | $11.6M | 4.0% | 204,174 SH | |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $13.9M | 4.8% | 210,285 SH | |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $642K | 0.2% | 9,200 SH | |
| AMERICAN CENTY ETF TR | US EQT ETF | $24.6M | 8.4% | 265,987 SH | |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $12.5M | 4.3% | 191,281 SH | |
| ANALOG DEVICES INC | COM | $208K | 0.1% | 1,032 SH | |
| AON PLC | SHS CL A | $1.1M | 0.4% | 2,713 SH | |
| APPLE INC | COM | $1.4M | 0.5% | 6,450 SH | |
| AUTOMATIC DATA PROCESSING IN | COM | $341K | 0.1% | 1,115 SH | |
| BANK AMERICA CORP | COM | $325K | 0.1% | 7,778 SH | |
| BLACKROCK INC | COM | $206K | 0.1% | 218 SH | |
| CATERPILLAR INC | COM | $241K | 0.1% | 730 SH | |
| CHEVRON CORP NEW | COM | $272K | 0.1% | 1,626 SH | |
| CISCO SYS INC | COM | $270K | 0.1% | 4,373 SH | |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $304K | 0.1% | 11,749 SH | |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $14.4M | 4.9% | 533,042 SH | |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $6.6M | 2.2% | 253,695 SH | |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $1.0M | 0.3% | 21,189 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $8.2M | 2.8% | 247,923 SH | |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $3.4M | 1.2% | 56,377 SH | |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $13.0M | 4.4% | 392,588 SH | |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $1.7M | 0.6% | 41,519 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $781K | 0.3% | 13,064 SH | |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $1.3M | 0.4% | 24,818 SH | |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $399K | 0.1% | 15,228 SH | |
| ELI LILLY & CO | COM | $256K | 0.1% | 310 SH | |
| EXXON MOBIL CORP | COM | $223K | 0.1% | 1,877 SH | |
| HANCOCK JOHN PREM DIVID FD | COM SH BEN INT | $680K | 0.2% | 52,000 SH | |
| ILLINOIS TOOL WKS INC | COM | $214K | 0.1% | 863 SH | |
| INNOVATOR ETFS TRUST | S&P INVT GRD PFD | $1.6M | 0.6% | 92,849 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $1.8M | 0.6% | 3,855 SH | |
| ISHARES TR | PFD AND INCM SEC | $293K | 0.1% | 9,542 SH | |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $2.6M | 0.9% | 46,063 SH | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $6.2M | 2.1% | 122,866 SH | |
| JOHNSON & JOHNSON | COM | $426K | 0.1% | 2,571 SH | |
| JPMORGAN CHASE & CO. | COM | $282K | 0.1% | 1,147 SH | |
| LOWES COS INC | COM | $378K | 0.1% | 1,620 SH | |
| MANULIFE FINL CORP | COM | $375K | 0.1% | 12,026 SH | |
| MCDONALDS CORP | COM | $345K | 0.1% | 1,103 SH | |
| MICROSOFT CORP | COM | $856K | 0.3% | 2,281 SH | |
| NVIDIA CORPORATION | COM | $221K | 0.1% | 2,040 SH | |
| PEPSICO INC | COM | $406K | 0.1% | 2,705 SH | |
| PHILLIPS 66 | COM | $208K | 0.1% | 1,687 SH | |
| PIMCO ETF TR | SHTRM MUN BD ACT | $6.4M | 2.2% | 127,691 SH | |
| PROCTER AND GAMBLE CO | COM | $248K | 0.1% | 1,455 SH | |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $832K | 0.3% | 34,197 SH | |
| SCHWAB STRATEGIC TR | US REIT ETF | $351K | 0.1% | 16,302 SH | |
| SCHWAB STRATEGIC TR | US TIPS ETF | $1.1M | 0.4% | 40,774 SH | |
| SPDR SER TR | BLOOMBERG INVT | $2.6M | 0.9% | 85,874 SH | |
| UNITEDHEALTH GROUP INC | COM | $230K | 0.1% | 440 SH | |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | $1.3M | 0.5% | 4,021 SH | |
| VANGUARD BD INDEX FDS | INTERMED TERM | $779K | 0.3% | 10,180 SH | |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $1.7M | 0.6% | 24,335 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $2.8M | 0.9% | 35,219 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $1.2M | 0.4% | 16,790 SH | |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $4.2M | 1.4% | 83,423 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $24.5M | 8.4% | 66,191 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $201K | 0.1% | 776 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $3.1M | 1.1% | 33,997 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $9.1M | 3.1% | 17,648 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $598K | 0.2% | 2,695 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $530K | 0.2% | 1,930 SH | |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | $1.2M | 0.4% | 29,187 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $7.7M | 2.6% | 155,660 SH | |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $6.0M | 2.0% | 72,911 SH | |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $7.9M | 2.7% | 132,328 SH | |
| VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | $6.6M | 2.2% | 86,407 SH | |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | $7.9M | 2.7% | 136,719 SH | |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $12.0M | 4.1% | 260,032 SH | |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $11.8M | 4.0% | 200,602 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $3.8M | 1.3% | 48,536 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $9.8M | 3.4% | 50,682 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $325K | 0.1% | 5,230 SH | |
| VANGUARD WORLD FD | FINANCIALS ETF | $217K | 0.1% | 1,818 SH | |
| WALMART INC | COM | $394K | 0.1% | 4,488 SH | |
| WASTE MGMT INC DEL | COM | $232K | 0.1% | 1,000 SH |
| 13F-HR |
| 0001725547-26-000228 |
| $390.4M |
| View |
| Jul 10, 2025 | Q2 2025 | 13F-HR | 0001725547-25-003392 | $314.5M | View |
| Apr 15, 2026 | Q1 2026 | 13F-HR | 0001725547-26-000130 | $349.5M | View |
| Apr 9, 2025 | Q1 2025 | 13F-HR | 0001725547-25-001321 | $292.8M | View |