Outbound Financial Inc

BOULDER, CO · CIK 2144328 · 13F filing filed 2026-07-15

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyBoulder, CO

$154.4m reported value +15.8% vs Q1 2026

45positions

70.7%in top 10

3 new 17 added 16 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	822,037	$36.5m23.62%	23.62%	Added +63.8k	+63,812 8.4%
2	DIMENSIONAL ETF TRUST GLOBAL CORE PLUS DFGP	DFGP	307,636	$16.8m10.85%	10.85%	Added +24.6k	+24,594 8.7%
3	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	87,592	$11.2m7.27%	7.27%	Reduced -304	-304 -0.3%
4	DIMENSIONAL ETF TRUST GLOBAL CR ETF DGCB	DGCB	174,986	$9.6m6.20%	6.20%	Added +13.2k	+13,245 8.2%
5	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	250,903	$9.3m6.05%	6.05%	Reduced -1.1k	-1,057 -0.4%
6	DIMENSIONAL ETF TRUST NATL MUN BD ETF DFNM	DFNM	188,504	$9.1m5.90%	5.90%	Added +20.5k	+20,480 12.2%
7	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	119,407	$4.9m3.14%	3.14%	Reduced -531	-531 -0.4%
8	DIMENSIONAL ETF TRUST SHORT DURATION F DFSD	DFSD	87,094	$4.2m2.69%	2.69%	Reduced -6.7k	-6,725 -7.2%
9	DIMENSIONAL ETF TRUST ULTRASHORT FIXED DUSB	DUSB	75,678	$3.8m2.49%	2.49%	Added +36.2k	+36,181 91.6%
10	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	42,694	$3.8m2.47%	2.47%	Reduced -94	-94 -0.2%
11	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		88,741	$3.4m2.23%	2.23%	Reduced -8.5k	-8,451 -8.7%
12	DIMENSIONAL ETF TRUST US CORE EQUITY 1 US CORE EQUITY 1		41,871	$3.4m2.22%	2.22%	Reduced -1.1k	-1,121 -2.6%
13	DIMENSIONAL ETF TRUST US HIGH PROFITAB US HIGH PROFITAB		77,529	$3.2m2.10%	2.10%	Reduced -3.7k	-3,722 -4.6%
14	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	67,602	$2.5m1.61%	1.61%	Added +54.0k	+53,967 395.8%
15	DIMENSIONAL ETF TRUST CORE FIXED INCOM DFCF	DFCF	58,013	$2.4m1.59%	1.59%	Added +5.6k	+5,570 10.6%
16	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	20,920	$2.4m1.58%	1.58%	Unchanged
17	DIMENSIONAL ETF TRUST GLOBAL EX US COR DFGX	DFGX	45,373	$2.4m1.57%	1.57%	Added +3.2k	+3,242 7.7%
18	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	24,187	$2.3m1.51%	1.51%	Reduced -67	-67 -0.3%
19	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	23,610	$2.2m1.40%	1.40%	Added +5.6k	+5,602 31.1%
20	TESLA INC COM TSLA	TSLA	4,690	$2.0m1.28%	1.28%	Unchanged
21	ISHARES TR CORE S&P500 ETF IVV	IVV	2,502	$1.9m1.21%	1.21%	Reduced -56	-56 -2.2%
22	DIMENSIONAL ETF TRUST GLOBAL REAL EST DFGR	DFGR	59,364	$1.7m1.11%	1.11%	Added +3.6k	+3,639 6.5%
23	DIMENSIONAL ETF TRUST US SUSTAINABILTY DFSU	DFSU	26,821	$1.3m0.81%	0.81%	Reduced -379	-379 -1.4%
24	VANGUARD INDEX FDS SMALL CP ETF VB	VB	3,869	$1.2m0.76%	0.76%	Unchanged
25	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	15,247	$1.1m0.70%	0.70%	Added +3.0k	+2,967 24.2%
26	VANGUARD INDEX FDS VALUE ETF VTV	VTV	4,381	$954.8k0.62%	0.62%	Reduced -4	-4 -0.1%
27	DIMENSIONAL ETF TRUST INTL SMALL CAP V DISV	DISV	22,950	$921.0k0.60%	0.60%	Reduced -1.3k	-1,343 -5.5%
28	DIMENSIONAL ETF TRUST INTL HIGH PROFIT DIHP	DIHP	26,007	$887.5k0.57%	0.57%	Reduced -1.1k	-1,059 -3.9%
29	VANGUARD INDEX FDS MID CAP ETF VO	VO	10,988	$885.3k0.57%	0.57%	Unchanged
30	VANGUARD MUN BD FDS CORE TAX EXEMPT VCRM	VCRM	10,513	$803.2k0.52%	0.52%	Unchanged
31	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	1,864	$689.8k0.45%	0.45%	Added +462	+462 33.0%
32	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	7,750	$662.5k0.43%	0.43%	Added +2.4k	+2,421 45.4%
33	ALPHABET INC CAP STK CL C GOOG	GOOG	1,820	$643.1k0.42%	0.42%	Unchanged
34	DIMENSIONAL ETF TRUST EMERGING MKTS HI DEHP	DEHP	14,816	$633.7k0.41%	0.41%	Reduced -1.5k	-1,461 -9.0%
35	DIMENSIONAL ETF TRUST EMERGING MKTS VA DFEV	DFEV	14,090	$601.2k0.39%	0.39%	New
36	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	802	$550.8k0.36%	0.36%	Unchanged
37	NVIDIA CORPORATION COM NVDA	NVDA	2,480	$496.2k0.32%	0.32%	Unchanged
38	ISHARES INC CORE MSCI EMKT IEMG	IEMG	5,627	$466.1k0.30%	0.30%	Added +117	+117 2.1%
39	SPDR SER TR BLOOMBERG 3-12 M BILS	BILS	4,623	$459.4k0.30%	0.30%	Reduced -851	-851 -15.6%
40	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	1,727	$419.6k0.27%	0.27%	Added +192	+192 12.5%
41	DIMENSIONAL ETF TRUST INTERNATIONAL DFSI	DFSI	9,208	$415.3k0.27%	0.27%	Added +79	+79 0.9%
42	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	1,931	$381.6k0.25%	0.25%	Added +253	+253 15.1%
43	VANGUARD WHITEHALL FDS INTL HIGH ETF VYMI	VYMI	3,480	$341.7k0.22%	0.22%	Unchanged
44	VANGUARD INSTL INDEX FD 0-3 MO TREAS BIL VBIL	VBIL	4,038	$305.6k0.20%	0.20%	New
45	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	8,941	$263.1k0.17%	0.17%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
DIMENSIONAL ETF TRUST DFIV	DFIV	15,438	$552.4k15.4k shares