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Portfolio (Quarterly) Guide ↗

25 LLC

· CIK 0001968777
13F Portfolio $315M AUM Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 71 New
Page 1 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VXUS VANGUARD STAR FDS 687,400.0 $51.9M 16.46% NEW $75.44 +12.9%
2 VCIT VANGUARD SCOTTSDALE FDS 355,724.0 $29.8M 9.45% NEW $83.75 -1.4%
3 VBR VANGUARD INDEX FDS 132,709.0 $28.1M 8.92% NEW $211.79 +10.4%
4 VUG VANGUARD INDEX FDS 54,499.0 $26.6M 8.44% NEW $487.86 -81.9%
5 VTV VANGUARD INDEX FDS 136,400.0 $26.1M 8.27% NEW $190.99 +10.6%
6 VGIT VANGUARD SCOTTSDALE FDS 381,449.0 $22.9M 7.25% NEW $59.93 -1.6%
7 DIHP DIMENSIONAL ETF TRUST 420,052.0 $13.3M 4.22% NEW $31.66 +7.5%
8 DUHP DIMENSIONAL ETF TRUST 348,779.0 $13.3M 4.21% NEW $38.03 +7.8%
9 VSS VANGUARD INTL EQUITY INDEX F 76,652.0 $11.0M 3.49% NEW $143.33 +11.4%
10 VB VANGUARD INDEX FDS 40,247.0 $10.4M 3.29% NEW $257.95 +12.8%
11 DFNM DIMENSIONAL ETF TRUST 202,601.0 $9.8M 3.10% NEW $48.17 -0.1%
12 MUB ISHARES TR 70,685.0 $7.6M 2.40% NEW $107.11 -0.2%
13 VTEB VANGUARD MUN BD FDS 144,563.0 $7.3M 2.31% NEW $50.29 -0.2%
14 DISV DIMENSIONAL ETF TRUST 183,836.0 $7.0M 2.22% NEW $38.00 +11.3%
15 AAPL APPLE INC Technology 17,838.0 $4.8M 1.54% NEW $271.86 +14.4%
16 VOO VANGUARD INDEX FDS 7,011.0 $4.4M 1.40% NEW $627.17 +10.0%
17 GOOG ALPHABET INC Communication Services 11,145.0 $3.5M 1.11% NEW $313.80 +22.1%
18 DFAC DIMENSIONAL ETF TRUST 79,670.0 $3.2M 1.00% NEW $39.59 +10.7%
19 DFUV DIMENSIONAL ETF TRUST 46,314.0 $2.2M 0.69% NEW $46.59 +14.7%
20 NVDA NVIDIA CORPORATION Technology 9,749.0 $1.8M 0.58% NEW $186.51 +14.1%
Page 1 of 4  ·  71 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 41.8%
Communication Services 23.6%
Consumer Cyclical 11.6%
Financial Services 9.9%
Industrials 5.1%
Consumer Defensive 3.9%
Healthcare 2.2%
Energy 1.8%