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Shearwater Capital LLC

All holdings · as of Dec 31, 2025

53 positions

CompanyClassValueShares% of portfolio
Cloudflare, Inc.$205.0K1,0400.1%
ISHARES TR$206.9K2,8980.1%
EXXON MOBIL CORP$208.3K1,7310.1%
VANGUARD INDEX FDS$215.7K3440.1%
DIMENSIONAL ETF TRUST$221.0K6,9780.1%
DIMENSIONAL ETF TRUST$235.1K6,9670.1%
VANGUARD INDEX FDS$250.4K7470.1%
DIMENSIONAL ETF TRUST$291.3K6,2250.2%
Broadcom Inc.$294.2K8500.2%
SCHWAB STRATEGIC TR$295.9K9,9920.2%
SCHWAB STRATEGIC TR$320.4K13,3280.2%
DEERE & CO$322.0K6920.2%
INVESCO QQQ TR$325.6K5300.2%
Marriott International Inc/MD$341.9K1,1020.2%
HUMANA INC$406.6K1,5870.2%
DIMENSIONAL ETF TRUST$407.3K8,4940.2%
STERIS plc$429.5K1,6940.2%
ISHARES TR$472.1K3,8300.3%
Warren E. Buffett$477.0K9490.3%
Moody's Corp$492.6K9640.3%
ORACLE CORP$503.8K2,5850.3%
AFFIRM HOLDINGS INC CLASS A$521.0K7,0000.3%
Apple Inc.$559.8K2,0590.3%
SCHWAB STRATEGIC TR$564.0K21,2900.3%
DIMENSIONAL ETF TRUST$621.9K23,5380.4%
DIMENSIONAL ETF TRUST$630.3K16,5740.4%
ADOBE INC.$672.0K1,9200.4%
DIMENSIONAL ETF TRUST$698.0K21,2210.4%
DIMENSIONAL ETF TRUST$885.9K16,3840.5%
C3.ai, Inc.$906.9K67,2760.5%
Alphabet Inc.$954.6K3,0420.5%
SCHWAB STRATEGIC TR$976.6K41,7890.6%
DIMENSIONAL ETF TRUST$1.03M27,0710.6%
DIMENSIONAL ETF TRUST$1.11M33,9560.6%
NVIDIA Corp$1.21M6,4650.7%
ISHARES TR$1.23M1,8000.7%
STEEL DYNAMICS INC$1.24M7,2910.7%
DIMENSIONAL ETF TRUST$1.46M34,3210.8%
DIMENSIONAL ETF TRUST$1.64M23,4720.9%
SPDR GOLD TR$1.70M4,2781.0%
DIMENSIONAL ETF TRUST$1.75M42,0691.0%
Tesla Inc$2.03M4,5211.2%
DIMENSIONAL ETF TRUST$2.15M44,7001.2%
DIMENSIONAL ETF TRUST$2.49M75,2261.4%
DIMENSIONAL ETF TRUST$2.85M74,7081.6%
DIMENSIONAL ETF TRUST$3.03M40,8661.7%
Amazon.com Inc$3.32M14,3791.9%
DIMENSIONAL ETF TRUST$4.91M82,4452.8%
DIMENSIONAL ETF TRUST$6.26M134,3523.6%
Docusign Inc$7.83M114,4284.5%
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