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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $254.0M | 6,518,468 | 25.37% |
| 2 | WISDOMTREE TR | $107.4M | 2,441,302 | 10.73% |
| 3 | VANGUARD INDEX FDS | $104.5M | 567,194 | 10.44% |
| 4 | VANGUARD INDEX FDS | $88.8M | 276,653 | 8.87% |
| 5 | ISHARES TR | $85.3M | 3,723,338 | 8.52% |
| 6 | SCHWAB STRATEGIC TR | $29.9M | 1,192,008 | 2.99% |
| 7 | DOW HLDGS INC | $23.0M | 551,771 | 2.30% |
| 8 | VANGUARD STAR FDS | $16.0M | 207,396 | 1.60% |
| 9 | APPLE INC | $13.2M | 51,834 | 1.31% |
| 10 | VANGUARD ADMIRAL FDS INC | $11.9M | 116,656 | 1.19% |
| 11 | NVIDIA CORPORATION | $11.3M | 64,995 | 1.13% |
| 12 | ISHARES TR | $9.8M | 108,241 | 0.98% |
| 13 | VANGUARD INTL EQUITY INDEX F | $8.9M | 64,645 | 0.89% |
| 14 | MICROSOFT CORP | $7.9M | 21,370 | 0.79% |
| 15 | ELI LILLY & CO | $6.8M | 7,380 | 0.68% |
| 16 | ISHARES INC | $5.8M | 48,238 | 0.58% |
| 17 | VANGUARD TAX-MANAGED FDS | $5.6M | 87,752 | 0.56% |
| 18 | DIMENSIONAL ETF TRUST | $5.6M | 123,478 | 0.56% |
| 19 | AMAZON COM INC | $5.6M | 26,721 | 0.56% |
| 20 | ALPHABET INC | $5.2M | 18,062 | 0.52% |
| 21 | SPDR INDEX SHS FDS | $5.1M | 112,579 | 0.51% |
| 22 | BROADCOM INC | $4.5M | 14,418 | 0.45% |
| 23 | SCHWAB STRATEGIC TR | $4.3M | 173,051 | 0.43% |
| 24 | LAKELAND FINL CORP | $3.7M | 65,175 | 0.37% |
| 25 | SPDR INDEX SHS FDS | $3.4M | 23,465 | 0.34% |
| 26 | WALMART INC | $3.3M | 26,148 | 0.32% |
| 27 | JPMORGAN CHASE & CO | $3.2M | 11,029 | 0.32% |
| 28 | ISHARES TR | $3.2M | 32,347 | 0.32% |
| 29 | META PLATFORMS INC | $3.1M | 5,369 | 0.31% |
| 30 | J P MORGAN EXCHANGE TRADED F | $2.4M | 49,434 | 0.24% |
| 31 | STATE STR SPDR S&P 500 ETF T | $2.2M | 3,397 | 0.22% |
| 32 | JOHNSON & JOHNSON | $2.2M | 8,803 | 0.22% |
| 33 | EXXON MOBIL CORP | $2.1M | 12,365 | 0.21% |
| 34 | ISHARES TR | $2.1M | 14,726 | 0.21% |
| 35 | MASTERCARD INCORPORATED | $2.0M | 4,093 | 0.20% |
| 36 | PIMCO ETF TR | $2.0M | 19,746 | 0.20% |
| 37 | GE AEROSPACE | $1.9M | 6,861 | 0.19% |
| 38 | TESLA INC | $1.8M | 4,797 | 0.18% |
| 39 | ISHARES TR | $1.8M | 12,725 | 0.18% |
| 40 | BERKSHIRE HATHAWAY INC DEL | $1.7M | 3,530 | 0.17% |
| 41 | COSTCO WHOLESALE CORPORATION | $1.6M | 1,637 | 0.16% |
| 42 | SPDR GOLD TR | $1.6M | 3,740 | 0.16% |
| 43 | SPDR INDEX SHS FDS | $1.6M | 33,283 | 0.16% |
| 44 | TARGA RES CORP | $1.5M | 6,118 | 0.15% |
| 45 | CISCO SYS INC | $1.5M | 19,532 | 0.15% |
| 46 | GE VERNOVA INC | $1.5M | 1,664 | 0.15% |
| 47 | ALPHABET INC | $1.4M | 5,012 | 0.14% |
| 48 | AMPHENOL CORP | $1.4M | 10,918 | 0.14% |
| 49 | MICRON TECHNOLOGY INC | $1.4M | 4,018 | 0.14% |
| 50 | NORFOLK SOUTHN CORP | $1.3M | 4,580 | 0.13% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.