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CIK 0001950118 • 6 13F filings • Aug 11, 2025 – Aug 10, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $517K | 0.1% | 5,028 SH | |
| ALPHABET INC | CAP STK CL A | $219K | 0.0% | 1,414 SH | |
| ALPHABET INC | CAP STK CL C | $276K | 0.1% | 1,769 SH | |
| AMAZON COM INC | COM | $1.3M | 0.2% | 6,582 SH | |
| APPLE INC | COM | $5.7M | 1.1% | 25,564 SH | |
| AXON ENTERPRISE INC | COM | $320K | 0.1% | 609 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $3.0M | 0.6% | 5,702 SH | |
| BROADCOM INC | COM | $204K | 0.0% | 1,220 SH | |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $118.7M | 23.4% | 2,821,454 SH | |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $22.3M | 4.4% | 862,166 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | $4.0M | 0.8% | 75,140 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $20.0M | 3.9% | 759,901 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | $604K | 0.1% | 11,733 SH | |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $550K | 0.1% | 15,777 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $68.2M | 13.5% | 2,457,368 SH | |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $831K | 0.2% | 32,159 SH | |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $908K | 0.2% | 19,085 SH | |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $50.8M | 10.0% | 1,069,282 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $49.5M | 9.8% | 1,286,618 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | $493K | 0.1% | 8,041 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $4.5M | 0.9% | 136,555 SH | |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $1.8M | 0.4% | 55,225 SH | |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $45.9M | 9.1% | 1,501,248 SH | |
| DIMENSIONAL ETF TRUST | US LARGE CAP VEC | $1.1M | 0.2% | 17,519 SH | |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $14.1M | 2.8% | 341,669 SH | |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $1.5M | 0.3% | 61,105 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $2.0M | 0.4% | 33,657 SH | |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $1.0M | 0.2% | 28,853 SH | |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $24.5M | 4.8% | 476,764 SH | |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $2.8M | 0.6% | 107,652 SH | |
| ENTERPRISE PRODS PARTNERS L | COM | $267K | 0.1% | 7,810 SH | |
| EXXON MOBIL CORP | COM | $1.0M | 0.2% | 8,527 SH | |
| HONEYWELL INTL INC | COM | $427K | 0.1% | 2,017 SH | |
| INNOVATOR ETFS TRUST | EMERGING MKT PWR | $699K | 0.1% | 26,235 SH | |
| INNOVATOR ETFS TRUST | EMRGNG MKT APRIL | $976K | 0.2% | 36,793 SH | |
| INNOVATOR ETFS TRUST | EMRGNG MKT JAN | $1.0M | 0.2% | 33,397 SH | |
| INNOVATOR ETFS TRUST | EMRGNG MKT JULY | $394K | 0.1% | 15,601 SH | |
| INNOVATOR ETFS TRUST | EQUITY DEF PROTN | $625K | 0.1% | 26,407 SH | |
| INNOVATOR ETFS TRUST | EQUITY DEFIN 1YR | $211K | 0.0% | 8,372 SH | |
| INNOVATOR ETFS TRUST | EQUITY DEFINED P | $291K | 0.1% | 11,680 SH | |
| INNOVATOR ETFS TRUST | GROWTH 100 PWR B | $431K | 0.1% | 17,335 SH | |
| INNOVATOR ETFS TRUST | INNOVATOR INTL D | $856K | 0.2% | 33,424 SH | |
| INNOVATOR ETFS TRUST | INTERNATIONAL DV | $2.1M | 0.4% | 68,476 SH | |
| INNOVATOR ETFS TRUST | INTL DEVELOPED P | $2.8M | 0.5% | 102,772 SH | |
| INNOVATOR ETFS TRUST | INTRNL DEV APRL | $1.3M | 0.3% | 47,216 SH | |
| INNOVATOR ETFS TRUST | INTRNL DEV JAN | $3.5M | 0.7% | 108,696 SH | |
| INNOVATOR ETFS TRUST | US EQT BUFR APR | $546K | 0.1% | 12,861 SH | |
| INNOVATOR ETFS TRUST | US EQT PWR BUF | $2.6M | 0.5% | 74,276 SH | |
| INNOVATOR ETFS TRUST | US EQT ULTRA BF | $2.1M | 0.4% | 61,337 SH | |
| INNOVATOR ETFS TRUST | US EQTY BUFR JUN | $1.4M | 0.3% | 33,918 SH | |
| INNOVATOR ETFS TRUST | US EQTY BUFR MAR | $381K | 0.1% | 8,366 SH | |
| INNOVATOR ETFS TRUST | US EQTY PWR BF | $727K | 0.1% | 19,236 SH | |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $16.6M | 3.3% | 432,651 SH | |
| INVESCO DB COMMDY INDX TRCK | UNIT | $253K | 0.0% | 11,241 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $305K | 0.1% | 1,760 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $587K | 0.1% | 1,251 SH | |
| ISHARES TR | CORE S&P MCP ETF | $364K | 0.1% | 6,244 SH | |
| ISHARES TR | GLOBAL 100 ETF | $444K | 0.1% | 4,610 SH | |
| ISHARES TR | S&P 100 ETF | $272K | 0.1% | 1,006 SH | |
| JPMORGAN CHASE & CO. | COM | $307K | 0.1% | 1,253 SH | |
| LOCKHEED MARTIN CORP | COM | $586K | 0.1% | 1,312 SH | |
| MARTIN MARIETTA MATLS INC | COM | $310K | 0.1% | 649 SH | |
| META PLATFORMS INC | CL A | $237K | 0.0% | 411 SH | |
| MICROSOFT CORP | COM | $991K | 0.2% | 2,640 SH | |
| NVIDIA CORPORATION | COM | $1.3M | 0.3% | 12,258 SH | |
| SELECT WATER SOLUTIONS INC | CL A COM | $340K | 0.1% | 32,397 SH | |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $252K | 0.0% | 601 SH | |
| SPDR GOLD TR | GOLD SHS | $916K | 0.2% | 3,179 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $5.1M | 1.0% | 9,107 SH | |
| TARGA RES CORP | COM | $295K | 0.1% | 1,472 SH | |
| TEXAS INSTRS INC | COM | $219K | 0.0% | 1,216 SH | |
| TEXAS PACIFIC LAND CORPORATI | COM | $371K | 0.1% | 280 SH | |
| UNITEDHEALTH GROUP INC | COM | $226K | 0.0% | 431 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.5M | 0.5% | 9,030 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $200K | 0.0% | 1,033 SH | |
| VANGUARD WORLD FD | ENERGY ETF | $512K | 0.1% | 3,947 SH | |
| WALMART INC | COM | $418K | 0.1% | 4,757 SH | |
| WISDOMTREE TR | US QTLY DIV GRT | $266K | 0.1% | 3,335 SH |
| 13F-HR |
| 0001950118-26-000003 |
| $673.9M |
| View |
| Aug 11, 2025 | Q2 2025 | 13F-HR | 0001950118-25-000002 | $554.5M | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0001950118-26-000002 | $654.2M | View |
| Aug 11, 2025 | Q1 2025 | 13F-HR | 0001950118-25-000003 | $506.4M | View |