← Institutions
CIK 0002011219 · period 2026-06-30
Top 30 of 95 holdings
Reported value
$238.5M
| # | Issuer | CUSIP | Shares | Value | % of port |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 56.1K | $20.7M | 8.7% |
| 2 | DIMENSIONAL ETF TRUST | 25434V104 | 312.3K | $16.1M | 6.8% |
| 3 | AMERICAN CENTY ETF TR | 25072885 | 109.7K | $14.1M | 5.9% |
| 4 | VANGUARD TAX-MANAGED FDS | 921943858 | 180.5K | $12.9M | 5.4% |
| 5 | VANGUARD STAR FDS | 921909768 | 128.7K | $11.0M | 4.6% |
| 6 | AMERICAN CENTY ETF TR | 25072703 | 110.0K | $9.8M | 4.1% |
| 7 | VANGUARD INDEX FDS | 922908744 | 44.2K | $9.6M | 4.0% |
| 8 | VANGUARD INDEX FDS | 922908363 | 13.7K | $9.4M | 4.0% |
| 9 | VANGUARD BD INDEX FDS | 921937827 | 117.4K | $9.1M | 3.8% |
| 10 | VANGUARD MALVERN FDS | 922020805 | 177.9K | $8.9M | 3.7% |
| 11 | DIMENSIONAL ETF TRUST | 25434V203 | 201.6K | $8.3M | 3.5% |
| 12 | VANGUARD BD INDEX FDS | 921937819 | 85.2K | $6.5M | 2.7% |
| 13 | VANGUARD INDEX FDS | 922908736 | 66.7K | $5.7M | 2.4% |
| 14 | DIMENSIONAL ETF TRUST | 25434V708 | 109.0K | $4.8M | 2.0% |
| 15 | BERKSHIRE HATHAWAY INC DEL | 84670702 | 9.5K | $4.7M | 2.0% |
| 16 | DIMENSIONAL ETF TRUST | 25434V401 | 56.8K | $4.7M | 2.0% |
| 17 | ISHARES TR | 464287200 | 4.8K | $3.6M | 1.5% |
| 18 | STATE STR SPDR S&P 500 ETF T | 78462F103 | 4.8K | $3.6M | 1.5% |
| 19 | DIMENSIONAL ETF TRUST | 25434V724 | 59.7K | $3.3M | 1.4% |
| 20 | APPLE INC | 37833100 | 10.1K | $2.9M | 1.2% |
| 21 | VANGUARD INTL EQUITY INDEX F | 922042858 | 49.0K | $2.9M | 1.2% |
| 22 | DIMENSIONAL ETF TRUST | 25434V302 | 67.2K | $2.7M | 1.1% |
| 23 | VANGUARD WHITEHALL FDS | 921946406 | 17.1K | $2.7M | 1.1% |
| 24 | VANGUARD INDEX FDS | 922908629 | 33.3K | $2.7M | 1.1% |
| 25 | VANGUARD INDEX FDS | 922908553 | 27.8K | $2.7M | 1.1% |
| 26 | AMERICAN CENTY ETF TR | 25072604 | 25.6K | $2.5M | 1.0% |
| 27 | VANGUARD SCOTTSDALE FDS | 92206C409 | 30.9K | $2.4M | 1.0% |
| 28 | VANGUARD SCOTTSDALE FDS | 92206C102 | 41.7K | $2.4M | 1.0% |
| 29 | VANGUARD SCOTTSDALE FDS | 92206C706 | 37.0K | $2.2M | 0.9% |
| 30 | VANGUARD INDEX FDS | 922908751 | 6.9K | $2.1M | 0.9% |