Disclosed positions
| AMERICAN CENTY ETF TR | AVUV | US SML CP VALU | $36,893,023 | 333,964 | SH | None |
| AMERICAN CENTY ETF TR | AVDV | INTL SMCP VLU | $17,891,048 | 179,161 | SH | None |
| AMERICAN CENTY ETF TR | AVLV | US LARGE CAP VLU | $13,815,765 | 171,390 | SH | None |
| AMERICAN CENTY ETF TR | AVUS | US EQT ETF | $13,706,308 | 123,280 | SH | None |
| ISHARES TR | FLOT | FLTG RATE NT ETF | $11,313,753 | 222,056 | SH | None |
| AMERICAN CENTY ETF TR | AVDE | INTL EQT ETF | $10,048,883 | 118,445 | SH | None |
| VANGUARD MALVERN FDS | VTIP | STRM INFPROIDX | $10,029,907 | 200,799 | SH | None |
| AMERICAN CENTY ETF TR | AVIV | INTERNATIONAL LR | $8,327,805 | 111,290 | SH | None |
| DIMENSIONAL ETF TRUST | DFUV | US MKTWIDE VALUE | $7,120,179 | 146,929 | SH | None |
| AMERICAN CENTY ETF TR | AVES | EMERGING MKT VAL | $6,537,847 | 109,000 | SH | None |
| AMERICAN CENTY ETF TR | AVEM | AVANTIS EMGMKT | $3,918,198 | 48,625 | SH | None |
| DIMENSIONAL ETF TRUST | DFAC | US CORE EQUITY 2 | $3,590,742 | 92,402 | SH | None |
| DIMENSIONAL ETF TRUST | DFEV | EMERGING MKTS VA | $3,470,147 | 96,986 | SH | None |
| DIMENSIONAL ETF TRUST | DISV | INTL SMALL CAP V | $2,752,794 | 69,797 | SH | None |
| DIMENSIONAL ETF TRUST | DFAT | US TARGETED VLU | $2,684,788 | 42,991 | SH | None |
| DIMENSIONAL ETF TRUST | DFIV | INTERNATNAL VAL | $895,096 | 16,959 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $463,389 | 1,444 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $347,420 | 725 | SH | None |
| AMERICAN CENTY ETF TR | AVEE | AVANTIS EMERGING | $344,805 | 5,436 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $342,079 | 526 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $277,387 | 1,591 | SH | None |
| DIMENSIONAL ETF TRUST | DFIC | INTL CORE EQUITY | $262,567 | 7,390 | SH | None |
| MICROSOFT CORP | MSFT | COM | $208,036 | 562 | SH | None |
| DIMENSIONAL ETF TRUST | DFEM | EMERGING MKTS CO | $206,747 | 5,984 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.