Q1 2026 Holdings
Filed 2026-05-01 | 68 holdings | $205.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $1.4K | 2,838 | 0.7% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $1.4K | 6,045 | 0.7% |
| Palantir Technologies Inc(PLTR) | CL A | 69608A108 | $1.6K | 12,588 | 0.8% |
| Microsoft Corp(MSFT) | COM | 594918104 | $1.7K | 4,447 | 0.8% |
| Dimensional ETF Trust(DFAI) | INTL CORE EQT MK | 25434V203 | $1.8K | 43,361 | 0.9% |
| State STR Spdr S&P 500 ETF T(SPY) | TR UNIT | 78462F103 | $1.9K | 2,801 | 0.9% |
| Dimensional ETF Trust(DFEM) | EMERGING MKTS CO | 25434V732 | $2.1K | 56,933 | 1.0% |
| Dimensional ETF Trust(DFNM) | NATL MUN BD ETF | 25434V849 | $2.1K | 43,369 | 1.0% |
| Apple Inc(AAPL) | COM | 037833100 | $2.4K | 9,382 | 1.2% |
| Dimensional ETF Trust(DFSV) | US SMALL CAP VAL | 25434V815 | $2.5K | 67,723 | 1.2% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $2.8K | 15,181 | 1.4% |
| Dimensional ETF Trust(DFAW) | WORLD EQUITY ETF | 25434V617 | $2.9K | 38,224 | 1.4% |
| Dimensional ETF Trust(DFAR) | US REAL ESTATE E | 25434V823 | $4.0K | 159,795 | 1.9% |
| Dimensional ETF Trust(DFIC) | INTL CORE EQUITY | 25434V799 | $4.4K | 117,933 | 2.1% |
| Dimensional ETF Trust(DUHP) | US HIGH PROFITAB | 25434V831 | $8.1K | 212,017 | 3.9% |
| Dimensional ETF Trust(DFUS) | US EQUITY MARKET | 25434V401 | $16.4K | 221,320 | 8.0% |
| Dimensional ETF Trust(DFAX) | WORLD EX US CORE | 25434V880 | $44.3K | 1,236,646 | 21.6% |
| Dimensional ETF Trust(DFAC) | US CORE EQUITY 2 | 25434V708 | $82.5K | 2,031,981 | 40.2% |