0001905665-22-000002.txt : 20220427 0001905665-22-000002.hdr.sgml : 20220427 20220427103029 ACCESSION NUMBER: 0001905665-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220427 DATE AS OF CHANGE: 20220427 EFFECTIVENESS DATE: 20220427 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Shearwater Capital LLC CENTRAL INDEX KEY: 0001905665 IRS NUMBER: 431856252 STATE OF INCORPORATION: MO FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21490 FILM NUMBER: 22857182 BUSINESS ADDRESS: STREET 1: 8304 KINGSBURY BLVD CITY: ST. LOUIS STATE: MO ZIP: 63105 BUSINESS PHONE: 314-434-4750 MAIL ADDRESS: STREET 1: 7750 MARYLAND AVENUE STREET 2: #11517 CITY: ST. LOUIS STATE: MO ZIP: 63105 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001905665 XXXXXXXX 03-31-2022 03-31-2022 Shearwater Capital LLC

7750 MARYLAND AVENUE #11517 ST. LOUIS MO 63105

13F HOLDINGS REPORT 028-21490 N Eric Malden 314-434-4750 Eric Stuart Malden Centennial CO 04-27-2022 0 38 108538 false INFORMATION TABLE 2 infotable.xml ADOBE SYSTEMS INCORPORATED COM 00724F101 875 1920 SH SOLE 0 0 1920 ALPHABET INC CAP STK CL C 02079K107 425 152 SH SOLE 0 0 152 AMAZON COM INC COM 023135106 2311 709 SH SOLE 0 0 709 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 305 5052 SH SOLE 0 0 5052 APPLE INC COM 037833100 259 1484 SH SOLE 0 0 1484 C3 AI INC CL A 12468P104 1527 67276 SH SOLE 0 0 67276 DEERE & CO COM 244199105 283 681 SH SOLE 0 0 681 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 12939 386469 SH SOLE 0 0 386469 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 1026 36267 SH SOLE 0 0 36267 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 562 11727 SH SOLE 0 0 11727 DIMENSIONAL ETF TRUST INFLATION PROTE 25434V856 1035 21670 SH SOLE 0 0 21670 DIMENSIONAL ETF TRUST NATIONAL MUNICIP 25434V849 406 8387 SH SOLE 0 0 8387 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 41678 1510453 SH SOLE 0 0 1510453 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 13447 534050 SH SOLE 0 0 534050 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 4613 99025 SH SOLE 0 0 99025 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 1967 35094 SH SOLE 0 0 35094 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 1408 28724 SH SOLE 0 0 28724 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 1239 43442 SH SOLE 0 0 43442 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 275 5548 SH SOLE 0 0 5548 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 381 8143 SH SOLE 0 0 8143 DOCUSIGN INC COM 256163106 12290 114728 SH SOLE 0 0 114728 HUMANA INC COM 444859102 685 1575 SH SOLE 0 0 1575 INVESCO QQQ TR UNIT SER 1 46090E103 201 553 SH SOLE 0 0 553 ISHARES TR CORE S&P500 ETF 464287200 662 1459 SH SOLE 0 0 1459 ISHARES TR S&P 500 GRWT ETF 464287309 376 4923 SH SOLE 0 0 4923 MOODYS CORP COM 615369105 322 955 SH SOLE 0 0 955 NVIDIA CORPORATION COM 67066G104 328 1202 SH SOLE 0 0 1202 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 1076 1106 SH SOLE 0 0 1106 SCHWAB STRATEGIC TR US TIPS ETF 808524870 658 425 SH SOLE 0 0 425 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 278 560 SH SOLE 0 0 560 SCHWAB STRATEGIC TR US REIT ETF 808524847 248 1512 SH SOLE 0 0 1512 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 264 331 SH SOLE 0 0 331 SPDR GOLD TR GOLD SHS 78463V107 961 5466 SH SOLE 0 0 5466 SPDR SER TR FTSE INT GVT ETF 78464A490 261 4737 SH SOLE 0 0 4737 STEEL DYNAMICS INC COM 858119100 598 7173 SH SOLE 0 0 7173 STERIS PLC SHS USD G8473T100 406 1677 SH SOLE 0 0 1677 TESLA INC COM 88160R101 1624 1507 SH SOLE 0 0 1507 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 339 4338 SH SOLE 0 0 4338