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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | $1.52B | 18,815,997 | 7.34% |
| 2 | VANGUARD BD INDEX FDS | $1.24B | 16,874,567 | 6.02% |
| 3 | AMERICAN CENTY ETF TR | $1.15B | 11,522,222 | 5.57% |
| 4 | DIMENSIONAL ETF TRUST | $937.5M | 29,096,169 | 4.54% |
| 5 | VANGUARD CHARLOTTE FDS | $867.7M | 18,058,578 | 4.20% |
| 6 | VANGUARD INDEX FDS | $833.2M | 2,597,185 | 4.04% |
| 7 | DIMENSIONAL ETF TRUST | $746.2M | 15,398,022 | 3.61% |
| 8 | DIMENSIONAL ETF TRUST | $736.4M | 20,622,687 | 3.57% |
| 9 | J P MORGAN EXCHANGE TRADED F | $700.1M | 11,416,986 | 3.39% |
| 10 | DIMENSIONAL ETF TRUST | $661.5M | 18,877,994 | 3.20% |
| 11 | DIMENSIONAL ETF TRUST | $481.4M | 12,388,275 | 2.33% |
| 12 | DIMENSIONAL ETF TRUST | $462.2M | 8,757,746 | 2.24% |
| 13 | VANGUARD SCOTTSDALE FDS | $353.8M | 5,941,533 | 1.71% |
| 14 | DIMENSIONAL ETF TRUST | $338.9M | 12,749,013 | 1.64% |
| 15 | DIMENSIONAL ETF TRUST | $298.7M | 4,783,669 | 1.45% |
| 16 | J P MORGAN EXCHANGE TRADED F | $296.3M | 6,431,394 | 1.44% |
| 17 | ISHARES TR | $275.3M | 3,294,618 | 1.33% |
| 18 | VANGUARD TAX-MANAGED FDS | $244.1M | 3,809,462 | 1.18% |
| 19 | APPLE INC | $201.9M | 795,367 | 0.98% |
| 20 | DIMENSIONAL ETF TRUST | $186.9M | 3,903,965 | 0.91% |
| 21 | VANGUARD MALVERN FDS | $175.1M | 3,505,501 | 0.85% |
| 22 | DIMENSIONAL ETF TRUST | $149.0M | 3,530,102 | 0.72% |
| 23 | SPDR SERIES TRUST | $146.4M | 1,494,852 | 0.71% |
| 24 | DIMENSIONAL ETF TRUST | $146.0M | 4,227,172 | 0.71% |
| 25 | VANGUARD INDEX FDS | $144.7M | 242,136 | 0.70% |
| 26 | AMERICAN CENTY ETF TR | $122.0M | 1,513,146 | 0.59% |
| 27 | STATE STR SPDR S&P 500 ETF T | $106.5M | 163,816 | 0.52% |
| 28 | AMERICAN CENTY ETF TR | $106.1M | 960,379 | 0.51% |
| 29 | ISHARES TR | $103.0M | 536,934 | 0.50% |
| 30 | MICROSOFT CORP | $100.3M | 271,057 | 0.49% |
| 31 | J P MORGAN EXCHANGE TRADED F | $98.6M | 2,093,938 | 0.48% |
| 32 | ISHARES TR | $96.4M | 401,793 | 0.47% |
| 33 | SCHWAB STRATEGIC TR | $94.8M | 3,109,373 | 0.46% |
| 34 | SCHWAB STRATEGIC TR | $93.9M | 2,008,640 | 0.45% |
| 35 | NVIDIA CORPORATION | $89.5M | 513,063 | 0.43% |
| 36 | ISHARES TR | $89.5M | 1,203,411 | 0.43% |
| 37 | VANGUARD INDEX FDS | $88.8M | 452,560 | 0.43% |
| 38 | SPDR INDEX SHS FDS | $87.2M | 1,910,187 | 0.42% |
| 39 | VANGUARD INDEX FDS | $86.1M | 197,160 | 0.42% |
| 40 | DIMENSIONAL ETF TRUST | $86.1M | 1,908,237 | 0.42% |
| 41 | VANGUARD WHITEHALL FDS | $86.0M | 1,309,388 | 0.42% |
| 42 | AMERICAN CENTY ETF TR | $82.6M | 1,764,025 | 0.40% |
| 43 | ISHARES TR | $81.5M | 124,780 | 0.39% |
| 44 | VANGUARD MUN BD FDS | $80.6M | 1,615,681 | 0.39% |
| 45 | DIMENSIONAL ETF TRUST | $77.7M | 1,092,969 | 0.38% |
| 46 | SCHWAB STRATEGIC TR | $74.5M | 2,969,874 | 0.36% |
| 47 | DIMENSIONAL ETF TRUST | $65.8M | 927,780 | 0.32% |
| 48 | SCHWAB STRATEGIC TR | $64.1M | 2,500,836 | 0.31% |
| 49 | ISHARES TR | $62.6M | 2,489,929 | 0.30% |
| 50 | AMAZON COM INC | $62.3M | 299,250 | 0.30% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.