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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | $144.4M | 5632258 | 13.79% |
| 2 | VANGUARD BD INDEX FDS | $68.9M | 935329 | 6.58% |
| 3 | APPLE INC | $59.5M | 234310 | 5.68% |
| 4 | VANECK ETF TRUST | $52.5M | 542530 | 5.01% |
| 5 | VANGUARD WORLD FD | $45.7M | 315383 | 4.37% |
| 6 | SPDR SERIES TRUST | $43.1M | 470068 | 4.11% |
| 7 | VANGUARD TAX-MANAGED FDS | $36.6M | 570851 | 3.49% |
| 8 | VANGUARD INTL EQUITY INDEX F | $34.4M | 637358 | 3.29% |
| 9 | SCHWAB STRATEGIC TR | $34.3M | 1119196 | 3.28% |
| 10 | ALPHABET INC | $33.0M | 114684 | 3.15% |
| 11 | INVESCO EXCH TRADED FD TR II | $25.6M | 107614 | 2.44% |
| 12 | EXXON MOBIL CORP | $24.3M | 143319 | 2.32% |
| 13 | VANGUARD WORLD FD | $23.2M | 63152 | 2.22% |
| 14 | AMAZON COM INC | $19.7M | 94467 | 1.88% |
| 15 | SCHWAB STRATEGIC TR | $18.5M | 746672 | 1.76% |
| 16 | STATE STR SPDR S&P 500 ETF T | $16.4M | 25166 | 1.56% |
| 17 | ISHARES TR | $14.9M | 147853 | 1.42% |
| 18 | JPMORGAN CHASE & CO | $13.1M | 44658 | 1.25% |
| 19 | LAM RESEARCH CORP | $12.0M | 56027 | 1.14% |
| 20 | GOLDMAN SACHS GROUP INC | $11.5M | 13604 | 1.10% |
| 21 | AGNICO EAGLE MINES LTD | $11.2M | 55125 | 1.07% |
| 22 | MICROSOFT CORP | $10.9M | 29446 | 1.04% |
| 23 | VANGUARD INDEX FDS | $10.7M | 40996 | 1.03% |
| 24 | SCHWAB STRATEGIC TR | $10.2M | 404757 | 0.97% |
| 25 | SCHWAB STRATEGIC TR | $10.1M | 436285 | 0.97% |
| 26 | NVIDIA CORPORATION | $9.3M | 53350 | 0.89% |
| 27 | SCHWAB STRATEGIC TR | $9.0M | 272299 | 0.86% |
| 28 | GRAYSCALE BITCOIN MINI TR ET | $8.6M | 286259 | 0.82% |
| 29 | VANECK ETF TRUST | $8.5M | 92497 | 0.81% |
| 30 | INVESCO QQQ TR | $7.3M | 12611 | 0.70% |
| 31 | LOCKHEED MARTIN CORP | $7.3M | 12010 | 0.69% |
| 32 | TESLA INC | $6.7M | 17931 | 0.64% |
| 33 | ISHARES TR | $6.7M | 15598 | 0.64% |
| 34 | BERKSHIRE HATHAWAY INC DEL | $6.6M | 13720 | 0.63% |
| 35 | RESMED INC | $6.5M | 28906 | 0.62% |
| 36 | AUTODESK INC | $6.4M | 26677 | 0.61% |
| 37 | REGENERON PHARMACEUTICALS | $6.3M | 8156 | 0.60% |
| 38 | WORLD GOLD TR | $4.9M | 52729 | 0.47% |
| 39 | CINTAS CORP | $4.7M | 27567 | 0.45% |
| 40 | BOEING CO | $4.5M | 22424 | 0.43% |
| 41 | VANGUARD INDEX FDS | $4.4M | 20337 | 0.42% |
| 42 | INTUIT | $4.2M | 9730 | 0.40% |
| 43 | SELECT SECTOR SPDR TR | $4.1M | 89400 | 0.39% |
| 44 | MERCADOLIBRE INC | $3.8M | 2196 | 0.36% |
| 45 | ALPHABET INC | $3.7M | 12925 | 0.35% |
| 46 | 3M CO | $3.7M | 25325 | 0.35% |
| 47 | SCHWAB STRATEGIC TR | $3.6M | 116855 | 0.34% |
| 48 | SLB LIMITED | $3.6M | 69133 | 0.34% |
| 49 | BROADCOM INC | $3.5M | 11469 | 0.34% |
| 50 | KLA CORP | $3.5M | 2388 | 0.34% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.