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CIK 0002044323 • 6 13F filings • Apr 25, 2025 – Jul 16, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $321K | 0.2%Prev: 0.2% | 1,390 SH | Increased |
| AMERICAN CENTY ETF TR | AVANTIS ALL EQT | $2.6M | 1.4%Prev: 1.2% | 30,115 SH | Increased+3,350 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $24.7M | 13.1%Prev: 13.4% | 300,250 SH | Increased-3,982 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $573K | 0.3%Prev: 0.3% | 5,123 SH | Increased |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $7.2M | 3.8%Prev: 3.8% | 95,003 SH | Increased+1,679 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $7.4M | 3.9%Prev: 3.9% | 72,496 SH | Increased+2,313 SH |
| APPLE INC | COM | $441K | 0.2%Prev: 0.2% | 1,621 SH | Increased |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $10.7M | 5.7%Prev: 5.6% | 251,065 SH | Increased+18,243 SH |
| DIMENSIONAL ETF TRUST | GLOBAL EX US COR | $11.0M | 5.9%Prev: 5.7% | 209,687 SH | Increased+21,655 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $2.6M | 1.4%Prev: 1.4% | 96,962 SH | Increased+6,160 SH |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $11.2M | 6.0%Prev: 5.6% | 270,023 SH | Increased+31,495 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $8.9M | 4.7%Prev: 4.8% | 234,001 SH | Increased-8,195 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $14.6M | 7.7%Prev: 7.6% | 302,487 SH | Increased+18,259 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $9.3M | 5.0%Prev: 4.8% | 194,692 SH | Increased+17,560 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $31.1M | 16.5%Prev: 17.0% | 664,180 SH | Increased+982 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | $500K | 0.3%Prev: 0.3% | 6,788 SH | Increased |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $869K | 0.5%Prev: 0.5% | 21,949 SH | Increased-113 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $8.1M | 4.3%Prev: 4.5% | 109,176 SH | Increased-942 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $7.7M | 4.1%Prev: 4.1% | 110,606 SH | Increased+3,371 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $413K | 0.2%Prev: 0.2% | 12,569 SH | Increased |
| EA SERIES TRUST | FREEDOM 100 EM | $15.6M | 8.3%Prev: 8.1% | 304,514 SH | Increased-23,144 SH |
| INVESCO QQQ TR | UNIT SER 1 | $408K | 0.2%Prev: 0.3% | 664 SH | Decreased-125 SH |
| ISHARES TR | CORE S&P500 ETF | $312K | 0.2%Prev: 0.2% | 455 SH | Increased-3 SH |
| ISHARES TR | MSCI EAFE ETF | $874K | 0.5%Prev: 0.5% | 9,101 SH | Increased-140 SH |
| ISHARES TR | NATIONAL MUN ETF | $1.3M | 0.7%Prev: 0.7% | 12,258 SH | Increased-10 SH |
| ISHARES TR | RUS 2000 VAL ETF | $593K | 0.3%Prev: 0.3% | 3,275 SH | Increased |
| ISHARES TR | RUS MD CP GR ETF | $301K | 0.2%Prev: 0.2% | 2,200 SH | Decreased |
| ISHARES TR | RUSSELL 3000 ETF | $2.2M | 1.2%Prev: 1.2% | 5,759 SH | Increased-45 SH |
| ISHARES TR | U.S. TECH ETF | $518K | 0.3%Prev: 0.3% | 2,595 SH | Decreased-128 SH |
| LOCKHEED MARTIN CORP | COM | $1.1M | 0.6%Prev: 0.6% | 2,190 SH | Decreased+15 SH |
| MICROSOFT CORP | COM | $322K | 0.2%Prev: 0.2% | 666 SH | Decreased-125 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $2.9M | 1.5%Prev: 1.6% | 4,208 SH | Increased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $298K | 0.2% | 475 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $588K | 0.3%Prev: 0.3% | 1,754 SH | Increased |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $361K | 0.2%Prev: 0.2% | 5,772 SH | Decreased-934 SH |
| VANGUARD WORLD FD | CONSUM DIS ETF | $268K | 0.1%Prev: 0.2% | 681 SH | Decreased-66 SH |
| 13F-HR |
| 0002044323-26-000003 |
| $220.1M |
| View |
| Jul 22, 2025 | Q2 2025 | 13F-HR | 0002044323-25-000004 | $183K | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0002044323-26-000002 | $195.1M | View |
| Apr 25, 2025 | Q1 2025 | 13F-HR | 0002044323-25-000003 | $170K | View |