
Loading portfolio…

Loading portfolio…
| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | $1.5M | 18815997 | 7.34% |
| 2 | VANGUARD BD INDEX FDS | $1.2M | 16874567 | 6.02% |
| 3 | AMERICAN CENTY ETF TR | $1.1M | 11522222 | 5.57% |
| 4 | DIMENSIONAL ETF TRUST | $937K | 29096169 | 4.54% |
| 5 | VANGUARD CHARLOTTE FDS | $867K | 18058578 | 4.20% |
| 6 | VANGUARD INDEX FDS | $833K | 2597185 | 4.03% |
| 7 | DIMENSIONAL ETF TRUST | $746K | 15398022 | 3.61% |
| 8 | DIMENSIONAL ETF TRUST | $736K | 20622687 | 3.56% |
| 9 | J P MORGAN EXCHANGE TRADED F | $700K | 11416986 | 3.39% |
| 10 | DIMENSIONAL ETF TRUST | $661K | 18877994 | 3.20% |
| 11 | DIMENSIONAL ETF TRUST | $481K | 12388275 | 2.33% |
| 12 | DIMENSIONAL ETF TRUST | $462K | 8757746 | 2.24% |
| 13 | VANGUARD SCOTTSDALE FDS | $353K | 5941533 | 1.71% |
| 14 | DIMENSIONAL ETF TRUST | $338K | 12749013 | 1.64% |
| 15 | DIMENSIONAL ETF TRUST | $298K | 4783669 | 1.44% |
| 16 | J P MORGAN EXCHANGE TRADED F | $296K | 6431394 | 1.43% |
| 17 | ISHARES TR | $275K | 3294618 | 1.33% |
| 18 | VANGUARD TAX-MANAGED FDS | $244K | 3809462 | 1.18% |
| 19 | APPLE INC | $201K | 795367 | 0.97% |
| 20 | DIMENSIONAL ETF TRUST | $186K | 3903965 | 0.90% |
| 21 | VANGUARD MALVERN FDS | $175K | 3505501 | 0.85% |
| 22 | DIMENSIONAL ETF TRUST | $149K | 3530102 | 0.72% |
| 23 | SPDR SERIES TRUST | $146K | 1494852 | 0.71% |
| 24 | DIMENSIONAL ETF TRUST | $146K | 4227172 | 0.71% |
| 25 | VANGUARD INDEX FDS | $144K | 242136 | 0.70% |
| 26 | AMERICAN CENTY ETF TR | $121K | 1513146 | 0.59% |
| 27 | STATE STR SPDR S&P 500 ETF T | $106K | 163816 | 0.51% |
| 28 | AMERICAN CENTY ETF TR | $106K | 960379 | 0.51% |
| 29 | ISHARES TR | $102K | 536934 | 0.49% |
| 30 | MICROSOFT CORP | $100K | 271057 | 0.48% |
| 31 | J P MORGAN EXCHANGE TRADED F | $98K | 2093938 | 0.47% |
| 32 | ISHARES TR | $96K | 401793 | 0.46% |
| 33 | SCHWAB STRATEGIC TR | $94K | 3109373 | 0.46% |
| 34 | SCHWAB STRATEGIC TR | $93K | 2008640 | 0.45% |
| 35 | ISHARES TR | $89K | 1203411 | 0.43% |
| 36 | NVIDIA CORPORATION | $89K | 513063 | 0.43% |
| 37 | VANGUARD INDEX FDS | $88K | 452560 | 0.43% |
| 38 | SPDR INDEX SHS FDS | $87K | 1910187 | 0.42% |
| 39 | VANGUARD WHITEHALL FDS | $86K | 1309388 | 0.42% |
| 40 | VANGUARD INDEX FDS | $86K | 197160 | 0.42% |
| 41 | DIMENSIONAL ETF TRUST | $86K | 1908237 | 0.42% |
| 42 | AMERICAN CENTY ETF TR | $82K | 1764025 | 0.40% |
| 43 | ISHARES TR | $81K | 124780 | 0.39% |
| 44 | VANGUARD MUN BD FDS | $80K | 1615681 | 0.39% |
| 45 | DIMENSIONAL ETF TRUST | $77K | 1092969 | 0.37% |
| 46 | SCHWAB STRATEGIC TR | $74K | 2969874 | 0.36% |
| 47 | DIMENSIONAL ETF TRUST | $65K | 927780 | 0.31% |
| 48 | SCHWAB STRATEGIC TR | $64K | 2500836 | 0.31% |
| 49 | ISHARES TR | $62K | 2489929 | 0.30% |
| 50 | AMAZON COM INC | $62K | 299250 | 0.30% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.