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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | $36.1M | 55265 | 3.98% |
| 2 | APPLE INC | $35.8M | 141056 | 3.95% |
| 3 | J P MORGAN EXCHANGE TRADED F | $27.7M | 382874 | 3.06% |
| 4 | ALPHABET INC | $27.1M | 94191 | 2.99% |
| 5 | MICROSOFT CORP | $26.4M | 71237 | 2.91% |
| 6 | AMAZON COM INC | $16.4M | 78875 | 1.81% |
| 7 | DIMENSIONAL ETF TRUST | $15.6M | 460529 | 1.72% |
| 8 | ISHARES INC | $15.1M | 191795 | 1.66% |
| 9 | BERKSHIRE HATHAWAY INC DEL | $15.0M | 31247 | 1.65% |
| 10 | ISHARES TR | $14.8M | 138660 | 1.63% |
| 11 | ISHARES TR | $14.0M | 141303 | 1.55% |
| 12 | ISHARES TR | $14.0M | 182829 | 1.54% |
| 13 | ISHARES TR | $12.0M | 138323 | 1.32% |
| 14 | INTERNATIONAL BUSINESS MACHS | $11.8M | 48490 | 1.30% |
| 15 | JOHNSON & JOHNSON | $11.5M | 47170 | 1.27% |
| 16 | ELI LILLY & CO | $11.0M | 12014 | 1.22% |
| 17 | AMGEN INC | $10.7M | 30444 | 1.18% |
| 18 | J P MORGAN EXCHANGE TRADED F | $9.9M | 130417 | 1.09% |
| 19 | BROADCOM INC | $9.9M | 31875 | 1.09% |
| 20 | JPMORGAN CHASE & CO | $9.8M | 33209 | 1.08% |
| 21 | PALO ALTO NETWORKS INC | $9.7M | 60794 | 1.07% |
| 22 | VANGUARD SCOTTSDALE FDS | $9.7M | 166037 | 1.07% |
| 23 | NEXTERA ENERGY INC | $9.5M | 102125 | 1.05% |
| 24 | TEXAS INSTRS INC | $9.3M | 48115 | 1.03% |
| 25 | EXXON MOBIL CORP | $9.1M | 53625 | 1.00% |
| 26 | DIMENSIONAL ETF TRUST | $8.8M | 123909 | 0.97% |
| 27 | REGENERON PHARMACEUTICALS | $8.7M | 11261 | 0.96% |
| 28 | NETFLIX INC. | $8.2M | 85057 | 0.90% |
| 29 | DOW HLDGS INC | $8.0M | 191789 | 0.88% |
| 30 | SPDR SERIES TRUST | $7.8M | 137494 | 0.86% |
| 31 | VICTORY PORTFOLIOS II | $7.7M | 164372 | 0.85% |
| 32 | CISCO SYS INC | $7.6M | 98235 | 0.84% |
| 33 | QUALCOMM INC | $7.6M | 58974 | 0.84% |
| 34 | META PLATFORMS INC | $7.6M | 13233 | 0.83% |
| 35 | MCDONALDS CORP | $7.5M | 24068 | 0.82% |
| 36 | MID-AMER APT CMNTYS INC | $7.4M | 60385 | 0.81% |
| 37 | VANGUARD SCOTTSDALE FDS | $7.3M | 155487 | 0.80% |
| 38 | TJX COS INC NEW | $7.2M | 45006 | 0.79% |
| 39 | NIKE INC | $7.0M | 131738 | 0.77% |
| 40 | MORGAN STANLEY | $6.9M | 41992 | 0.76% |
| 41 | ISHARES TR | $6.7M | 70511 | 0.74% |
| 42 | GE AEROSPACE | $6.7M | 23541 | 0.74% |
| 43 | MOTOROLA SOLUTIONS INC | $6.5M | 15073 | 0.72% |
| 44 | HOME DEPOT INC | $6.5M | 19681 | 0.71% |
| 45 | HUNTINGTON BANCSHARES INC | $6.4M | 407441 | 0.70% |
| 46 | CME GROUP INC | $6.4M | 21579 | 0.70% |
| 47 | COCA COLA CO | $6.2M | 82167 | 0.69% |
| 48 | EATON CORP PLC | $6.0M | 16904 | 0.67% |
| 49 | WALMART INC | $6.0M | 47990 | 0.66% |
| 50 | UNITEDHEALTH GROUP INC | $6.0M | 22013 | 0.66% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.