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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | $22.6M | 34597700 | 13.97% |
| 2 | VANGUARD BD INDEX FDS | $9.9M | 134816565 | 6.13% |
| 3 | ISHARES TR | $8.7M | 128823592 | 5.38% |
| 4 | SCHWAB STRATEGIC TR | $7.5M | 302286734 | 4.62% |
| 5 | ISHARES TR | $5.4M | 43438406 | 3.34% |
| 6 | INVESCO EXCHANGE TRADED FD T | $5.2M | 27094873 | 3.21% |
| 7 | FIDELITY MERRIMACK STR TR | $4.4M | 95853856 | 2.70% |
| 8 | VANGUARD INTL EQUITY INDEX F | $4.3M | 80160119 | 2.68% |
| 9 | VANGUARD TAX-MANAGED FDS | $4.1M | 64148091 | 2.54% |
| 10 | STATE STR SPDR S&P 500 ETF T | $4.0M | 6112403 | 2.46% |
| 11 | ISHARES TR | $3.8M | 44380392 | 2.38% |
| 12 | ISHARES TR | $3.3M | 36342282 | 2.03% |
| 13 | ISHARES TR | $3.3M | 23028163 | 2.02% |
| 14 | ISHARES TR | $2.6M | 56735506 | 1.62% |
| 15 | VANGUARD MUN BD FDS | $1.9M | 38571552 | 1.19% |
| 16 | INVESCO QQQ TR | $1.8M | 3182188 | 1.13% |
| 17 | VANGUARD INDEX FDS | $1.8M | 6309032 | 1.12% |
| 18 | VANGUARD INDEX FDS | $1.7M | 2887575 | 1.07% |
| 19 | DIMENSIONAL ETF TRUST | $1.6M | 31175901 | 1.02% |
| 20 | ISHARES TR | $1.4M | 30338047 | 0.87% |
| 21 | ISHARES INC | $1.4M | 19440275 | 0.84% |
| 22 | ISHARES TR | $1.3M | 12962808 | 0.79% |
| 23 | VANGUARD INDEX FDS | $1.1M | 12831491 | 0.70% |
| 24 | NVIDIA CORPORATION | $1.0M | 5796037 | 0.62% |
| 25 | ISHARES TR | $945K | 8903359 | 0.58% |
| 26 | APPLE INC | $932K | 3673641 | 0.58% |
| 27 | VANGUARD BD INDEX FDS | $931K | 12069986 | 0.58% |
| 28 | SCHWAB STRATEGIC TR | $892K | 34809568 | 0.55% |
| 29 | VANGUARD INDEX FDS | $890K | 4540035 | 0.55% |
| 30 | GOLDMAN SACHS ETF TR | $886K | 7085798 | 0.55% |
| 31 | INVESCO EXCH TRADED FD TR II | $877K | 3694937 | 0.54% |
| 32 | VANGUARD INDEX FDS | $849K | 2841612 | 0.52% |
| 33 | CAPITAL GROUP DIVIDEND VALUE | $842K | 19806076 | 0.52% |
| 34 | MICROSOFT CORP | $831K | 2247277 | 0.51% |
| 35 | ISHARES TR | $787K | 20220438 | 0.49% |
| 36 | VANGUARD INDEX FDS | $775K | 1775949 | 0.48% |
| 37 | BLACKROCK ETF TRUST | $770K | 13249358 | 0.48% |
| 38 | AMAZON COM INC | $758K | 3642218 | 0.47% |
| 39 | VANGUARD INDEX FDS | $736K | 2812991 | 0.45% |
| 40 | ISHARES TR | $721K | 18186706 | 0.45% |
| 41 | ALPHABET INC | $650K | 2260545 | 0.40% |
| 42 | ISHARES GOLD TR | $568K | 6449886 | 0.35% |
| 43 | STATE STR SPDR S&P MIDCAP 40 | $533K | 864768 | 0.33% |
| 44 | CAPITAL GROUP GROWTH ETF | $520K | 12947006 | 0.32% |
| 45 | ISHARES TR | $492K | 1380105 | 0.30% |
| 46 | PACER FDS TR | $478K | 7643470 | 0.30% |
| 47 | ISHARES TR | $462K | 4850856 | 0.29% |
| 48 | VANGUARD WORLD FD | $435K | 624524 | 0.27% |
| 49 | FIDELITY COVINGTON TRUST | $432K | 11625396 | 0.27% |
| 50 | SCHWAB STRATEGIC TR | $421K | 13734714 | 0.26% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.