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CIK 0002136600 • 1 13F filing • Aug 14, 2026 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AON PLC | SHS CL A | $291K | 0.2% | 1,000 SH | New |
| APPLE INC | COM | $2.2M | 1.4%Prev: 1.3% | 11,211 SH | Increased-81 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $2.3M | 1.5% | 400 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $679K | 0.4%Prev: 0.5% | 1,903 SH | Increased+29 SH |
| CANADIAN PACIFIC KANSAS CITY | COM | $544K | 0.4% | 6,878 SH | New |
| CONSOLIDATED EDISON INC | COM | $240K | 0.2%Prev: 0.2% | 2,642 SH | Decreased+62 SH |
| DANAHER CORP DEL | COM | $216K | 0.1% | 934 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $4.7M | 3.1%Prev: 1.2% | 187,220 SH | Increased+125,475 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $333K | 0.2%Prev: 0.8% | 13,820 SH | Decreased-28,880 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $3.3M | 2.1%Prev: 2.5% | 113,552 SH | Increased-2,503 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $9.7M | 6.4%Prev: 3.6% | 378,151 SH | Increased+190,594 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $5.1M | 3.4%Prev: 4.0% | 109,247 SH | Increased+8,620 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $1.9M | 1.3%Prev: 1.1% | 65,605 SH | Increased+12,122 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $20.7M | 13.6%Prev: 10.6% | 722,003 SH | Increased+206,732 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $5.8M | 3.8%Prev: 5.1% | 155,745 SH | Decreased-22,311 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $4.9M | 3.2%Prev: 4.1% | 82,709 SH | Increased-10,966 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $4.5M | 3.0%Prev: 1.2% | 154,392 SH | Increased+99,172 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $3.1M | 2.0%Prev: 1.6% | 58,643 SH | Increased+16,008 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $217K | 0.1% | 8,886 SH | New |
| EXXON MOBIL CORP | COM | $386K | 0.3%Prev: 0.3% | 3,860 SH | Increased+544 SH |
| FORTUNE BRANDS INNOVATIONS I | COM | $244K | 0.2% | 3,200 SH | New |
| HOME DEPOT INC | COM | $280K | 0.2%Prev: 0.2% | 809 SH | Increased+43 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $425K | 0.3%Prev: 0.3% | 2,691 SH | Increased-125 SH |
| ISHARES TR | CORE S&P SCP ETF | $1.0M | 0.7%Prev: 0.8% | 9,266 SH | Increased-532 SH |
| ISHARES TR | CORE S&P500 ETF | $28.4M | 18.7%Prev: 23.7% | 59,378 SH | Increased-12,684 SH |
| ISHARES TR | MICRO-CAP ETF | $752K | 0.5%Prev: 0.6% | 6,479 SH | Increased-179 SH |
| ISHARES TR | RUS 1000 ETF | $4.9M | 3.2%Prev: 2.1% | 18,738 SH | Increased+7,369 SH |
| ISHARES TR | RUS 1000 GRW ETF | $431K | 0.3%Prev: 0.2% | 1,423 SH | Increased+137 SH |
| ISHARES TR | RUS 1000 VAL ETF | $405K | 0.3%Prev: 0.3% | 2,450 SH | Increased |
| ISHARES TR | S&P 500 GRWT ETF | $1.8M | 1.2%Prev: 1.2% | 23,737 SH | Increased-645 SH |
| ISHARES TR | S&P 500 VAL ETF | $1.4M | 0.9%Prev: 1.0% | 8,147 SH | Increased-202 SH |
| ISHARES TR | SP SMCP600VL ETF | $483K | 0.3%Prev: 0.4% | 4,689 SH | Increased-88 SH |
| JOHNSON & JOHNSON | COM | $808K | 0.5%Prev: 0.7% | 5,154 SH | Decreased+296 SH |
| JPMORGAN CHASE & CO | COM | $270K | 0.2% | 1,588 SH | New |
| MCDONALDS CORP | COM | $211K | 0.1% | 710 SH | New |
| MCKESSON CORP | COM | $293K | 0.2% | 633 SH | New |
| MICROSOFT CORP | COM | $1.5M | 1.0%Prev: 0.8% | 4,003 SH | Increased+319 SH |
| NVIDIA CORPORATION | COM | $217K | 0.1% | 438 SH | New |
| PIMCO ETF TR | 1-5 US TIP IDX | $2.5M | 1.7%Prev: 0.5% | 49,527 SH | Increased+37,724 SH |
| SELECTIVE INS GROUP INC | COM | $566K | 0.4%Prev: 0.5% | 5,694 SH | Increased-260 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $1.2M | 0.8%Prev: 1.0% | 15,575 SH | Increased-152 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $543K | 0.4%Prev: 0.6% | 7,385 SH | Decreased-3,154 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $389K | 0.3%Prev: 0.3% | 1,785 SH | Increased |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $1.1M | 0.7%Prev: 1.2% | 11,921 SH | Decreased-5,708 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $223K | 0.1% | 511 SH | New |
| VANGUARD INDEX FDS | SM CP VAL ETF | $3.3M | 2.2%Prev: 2.6% | 18,383 SH | Increased-681 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $206K | 0.1% | 963 SH | New |
| VANGUARD INDEX FDS | VALUE ETF | $8.4M | 5.5%Prev: 5.4% | 55,876 SH | Increased+10,966 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $442K | 0.3%Prev: 0.7% | 10,745 SH | Decreased-9,535 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $14.3M | 9.4%Prev: 12.7% | 301,187 SH | Decreased-15,156 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $3.9M | 2.5%Prev: 3.0% | 80,379 SH | Increased-2,058 SH |
| WOLFSPEED INC | COMMON STOCK | $334K | 0.2% | 7,682 SH | New |
| Q4 2023 |
| 13F-HR |
| 0001951757-26-001648 |
| $152.0M |
| View |
| Oct 1, 2026 | Q4 2022 | 13F-HR | 0001951757-26-001647 | $116.6M | View |
| Oct 1, 2026 | Q4 2021 | 13F-HR | 0001951757-26-001637 | $99.0M | View |
| Oct 1, 2026 | Q3 2025 | 13F-HR | 0001951757-26-001632 | $262.3M | View |
| Oct 1, 2026 | Q3 2024 | 13F-HR | 0001951757-26-001635 | $199.4M | View |
| Oct 1, 2026 | Q3 2023 | 13F-HR | 0001951757-26-001645 | $135.2M | View |
| Oct 1, 2026 | Q3 2022 | 13F-HR | 0001951757-26-001644 | $106.9M | View |
| Aug 14, 2026 | Q2 2026 | 13F-HR | 0001951757-26-001261 | $299.1M | View |
| Oct 1, 2026 | Q2 2025 | 13F-HR | 0001951757-26-001643 | $242.9M | View |
| Oct 1, 2026 | Q2 2024 | 13F-HR | 0001951757-26-001636 | $175.6M | View |
| Oct 1, 2026 | Q2 2023 | 13F-HR | 0001951757-26-001650 | $133.9M | View |
| Oct 1, 2026 | Q2 2022 | 13F-HR | 0001951757-26-001639 | $108.1M | View |
| Oct 1, 2026 | Q1 2026 | 13F-HR | 0001951757-26-001642 | $259.5M | View |
| Oct 1, 2026 | Q1 2025 | 13F-HR | 0001951757-26-001633 | $211.0M | View |
| Oct 1, 2026 | Q1 2024 | 13F-HR | 0001951757-26-001640 | $166.3M | View |
| Oct 1, 2026 | Q1 2023 | 13F-HR | 0001951757-26-001649 | $121.8M | View |
| Oct 1, 2026 | Q1 2022 | 13F-HR | 0001951757-26-001638 | $97.7M | View |