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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | $17.8M | 277622 | 6.34% |
| 2 | ISHARES TR | $14.8M | 34714 | 5.28% |
| 3 | ISHARES TR | $12.1M | 56778 | 4.32% |
| 4 | APPLE INC | $9.0M | 35289 | 3.19% |
| 5 | VANGUARD INTL EQUITY INDEX F | $8.4M | 155045 | 2.99% |
| 6 | NVIDIA CORPORATION | $8.1M | 46256 | 2.88% |
| 7 | MICROSOFT CORP | $7.5M | 20221 | 2.67% |
| 8 | VANGUARD BD INDEX FDS | $7.2M | 92321 | 2.58% |
| 9 | VANGUARD SPECIALIZED FUNDS | $6.5M | 30419 | 2.33% |
| 10 | ISHARES TR | $6.3M | 119733 | 2.24% |
| 11 | ISHARES TR | $6.2M | 55002 | 2.22% |
| 12 | ISHARES TR | $5.5M | 43092 | 1.97% |
| 13 | ISHARES TR | $5.5M | 60903 | 1.97% |
| 14 | ISHARES TR | $5.5M | 37647 | 1.96% |
| 15 | ELI LILLY & CO | $5.3M | 5760 | 1.89% |
| 16 | ISHARES TR | $5.2M | 24392 | 1.84% |
| 17 | JPMORGAN CHASE & CO | $5.1M | 17286 | 1.81% |
| 18 | ISHARES TR | $4.9M | 115384 | 1.74% |
| 19 | ISHARES TR | $4.0M | 41681 | 1.44% |
| 20 | SELECT SECTOR SPDR TR | $3.6M | 78293 | 1.28% |
| 21 | ISHARES TR | $3.4M | 67040 | 1.20% |
| 22 | ISHARES TR | $3.3M | 5013 | 1.17% |
| 23 | ISHARES TR | $3.3M | 17194 | 1.16% |
| 24 | ISHARES SILVER TR | $3.0M | 43635 | 1.06% |
| 25 | ISHARES TR | $2.9M | 31162 | 1.03% |
| 26 | ISHARES TR | $2.7M | 8658 | 0.97% |
| 27 | VANGUARD INDEX FDS | $2.7M | 9279 | 0.95% |
| 28 | EXXON MOBIL CORP | $2.6M | 15611 | 0.94% |
| 29 | BERKSHIRE HATHAWAY INC DEL | $2.5M | 5144 | 0.88% |
| 30 | CATERPILLAR INC | $2.4M | 3436 | 0.87% |
| 31 | ISHARES TR | $2.4M | 22707 | 0.86% |
| 32 | AMERICAN ELEC PWR CO INC | $2.4M | 18044 | 0.84% |
| 33 | WALMART INC | $2.3M | 18629 | 0.83% |
| 34 | ALPHABET INC | $2.3M | 8014 | 0.82% |
| 35 | SPDR SERIES TRUST | $2.3M | 15509 | 0.81% |
| 36 | ORACLE CORP | $2.3M | 15313 | 0.80% |
| 37 | SPDR GOLD TR | $2.2M | 5222 | 0.80% |
| 38 | SPDR INDEX SHS FDS | $2.1M | 45918 | 0.75% |
| 39 | COSTCO WHOLESALE CORPORATION | $2.1M | 2090 | 0.74% |
| 40 | INVESCO QQQ TR | $1.9M | 3367 | 0.69% |
| 41 | ALPHABET INC | $1.9M | 6604 | 0.68% |
| 42 | VANGUARD WHITEHALL FDS | $1.9M | 21263 | 0.67% |
| 43 | PRINCIPAL EXCHANGE TRADED FD | $1.9M | 99541 | 0.67% |
| 44 | ISHARES TR | $1.9M | 27512 | 0.66% |
| 45 | VANGUARD INDEX FDS | $1.8M | 20468 | 0.65% |
| 46 | VANGUARD INDEX FDS | $1.7M | 6611 | 0.62% |
| 47 | PEPSICO INC | $1.7M | 11074 | 0.61% |
| 48 | MCDONALDS CORP | $1.7M | 5499 | 0.61% |
| 49 | DBX ETF TR | $1.7M | 52050 | 0.60% |
| 50 | VANECK ETF TRUST | $1.7M | 77375 | 0.59% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.