CIK: 0002123012
Total Value
$107.77B
Holdings
50
Latest Filing
Mar 31, 2026
Quarterly Filings
1
ISHARES TR
25K shares
$17.35B
16.1%
DIMENSIONAL ETF TRUST
275K shares
$10.53B
9.8%
DIMENSIONAL ETF TRUST
258K shares
$9.90B
9.2%
VANGUARD TAX-MANAGED FDS
143K shares
$9.01B
8.4%
APPLE INC
27K shares
$7.50B
7.0%
DIMENSIONAL ETF TRUST
174K shares
$5.68B
5.3%
VANGUARD INDEX FDS
51K shares
$4.54B
4.2%
DIMENSIONAL ETF TRUST
127K shares
$4.19B
3.9%
VANGUARD INTL EQUITY INDEX F
77K shares
$4.14B
3.8%
DIMENSIONAL ETF TRUST
43K shares
$3.01B
2.8%
CIK
0002123012
Latest Report Period
Dec 31, 2025
Report Type
13F-HR
Accession Number
0001754960-26-000197