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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $87.0M | 2570502 | 8.18% |
| 2 | DIMENSIONAL ETF TRUST | $79.6M | 1119448 | 7.48% |
| 3 | DIMENSIONAL ETF TRUST | $55.8M | 1056752 | 5.24% |
| 4 | APPLE INC | $53.6M | 211007 | 5.03% |
| 5 | NVIDIA CORPORATION | $50.4M | 289202 | 4.74% |
| 6 | MICROSOFT CORP | $45.3M | 122485 | 4.26% |
| 7 | BROADCOM INC | $38.4M | 124021 | 3.61% |
| 8 | AMAZON COM INC | $29.5M | 141673 | 2.77% |
| 9 | ALPHABET INC | $25.3M | 88034 | 2.38% |
| 10 | ISHARES TR | $24.1M | 256254 | 2.26% |
| 11 | ISHARES TR | $22.1M | 172413 | 2.07% |
| 12 | JPMORGAN CHASE & CO | $20.5M | 69618 | 1.92% |
| 13 | GOLDMAN SACHS GROUP INC | $19.5M | 23093 | 1.84% |
| 14 | PNC FINL SVCS GROUP INC | $17.1M | 82201 | 1.61% |
| 15 | PALANTIR TECHNOLOGIES INC | $16.7M | 113882 | 1.56% |
| 16 | META PLATFORMS INC | $16.2M | 28342 | 1.52% |
| 17 | TJX COS INC NEW | $15.9M | 99681 | 1.50% |
| 18 | MASTERCARD INCORPORATED | $15.5M | 31018 | 1.46% |
| 19 | DEERE & CO | $14.0M | 24864 | 1.32% |
| 20 | HOME DEPOT INC | $13.5M | 41126 | 1.27% |
| 21 | COSTCO WHOLESALE CORPORATION | $13.4M | 13481 | 1.26% |
| 22 | MERCK & CO INC | $13.0M | 107986 | 1.22% |
| 23 | L3HARRIS TECHNOLOGIES INC | $12.9M | 37435 | 1.21% |
| 24 | ISHARES TR | $12.9M | 132609 | 1.21% |
| 25 | STARBUCKS CORP | $12.7M | 141250 | 1.19% |
| 26 | PARKER-HANNIFIN CORP | $12.5M | 14002 | 1.18% |
| 27 | ELI LILLY & CO | $12.1M | 13190 | 1.14% |
| 28 | CENCORA INC | $11.8M | 37489 | 1.11% |
| 29 | VERTEX PHARMACEUTICALS INC | $10.9M | 24472 | 1.03% |
| 30 | DISNEY WALT CO | $10.8M | 112128 | 1.02% |
| 31 | REPUBLIC SVCS INC | $10.6M | 48494 | 1.00% |
| 32 | PROCTER & GAMBLE CO | $10.1M | 70007 | 0.95% |
| 33 | EXXON MOBIL CORP | $9.9M | 58067 | 0.93% |
| 34 | MARSH & MCLENNAN COS INC | $9.7M | 55914 | 0.91% |
| 35 | NETFLIX INC. | $8.9M | 92363 | 0.83% |
| 36 | CONSTELLATION BRANDS INC | $8.7M | 57889 | 0.82% |
| 37 | PALO ALTO NETWORKS INC | $8.4M | 52498 | 0.79% |
| 38 | NISOURCE INC | $8.0M | 171161 | 0.75% |
| 39 | DUKE ENERGY CORP NEW | $8.0M | 60824 | 0.75% |
| 40 | UNITEDHEALTH GROUP INC | $7.8M | 28930 | 0.74% |
| 41 | VANGUARD INDEX FDS | $7.4M | 25638 | 0.69% |
| 42 | VALERO ENERGY CORP | $6.8M | 27463 | 0.64% |
| 43 | LINDE PLC | $6.5M | 13112 | 0.61% |
| 44 | SERVICENOW INC | $6.5M | 61718 | 0.61% |
| 45 | ISHARES TR | $6.3M | 110105 | 0.59% |
| 46 | DIGITAL RLTY TR INC | $6.1M | 33957 | 0.57% |
| 47 | GE AEROSPACE | $6.1M | 21476 | 0.57% |
| 48 | MARTIN MARIETTA MATLS INC | $6.1M | 10345 | 0.57% |
| 49 | ISHARES TR | $6.1M | 9291 | 0.57% |
| 50 | PROLOGIS INC. | $5.9M | 44334 | 0.55% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.