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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | $32.6M | 49922 | 26.29% |
| 2 | ISHARES TR | $23.4M | 258449 | 18.86% |
| 3 | VANGUARD MALVERN FDS | $21.3M | 275164 | 17.17% |
| 4 | VANGUARD INDEX FDS | $11.4M | 58279 | 9.22% |
| 5 | ISHARES INC | $4.6M | 66247 | 3.73% |
| 6 | VANGUARD TAX-MANAGED FDS | $3.6M | 56012 | 2.89% |
| 7 | VANGUARD INDEX FDS | $3.0M | 14029 | 2.46% |
| 8 | ISHARES TR | $2.8M | 41006 | 2.23% |
| 9 | ISHARES TR | $1.9M | 9073 | 1.54% |
| 10 | VANGUARD INDEX FDS | $1.7M | 3962 | 1.39% |
| 11 | VANGUARD STAR FDS | $1.4M | 18797 | 1.17% |
| 12 | ISHARES TR | $1.4M | 14587 | 1.17% |
| 13 | BERKSHIRE HATHAWAY INC DEL | $1.4M | 2 | 1.16% |
| 14 | FIDELITY COVINGTON TRUST | $1.4M | 6491 | 1.09% |
| 15 | ISHARES INC | $1.0M | 14478 | 0.81% |
| 16 | ISHARES TR | $990K | 8752 | 0.80% |
| 17 | VANGUARD WORLD FD | $935K | 1341 | 0.75% |
| 18 | VANGUARD INTL EQUITY INDEX F | $712K | 13173 | 0.57% |
| 19 | VANGUARD INDEX FDS | $620K | 6995 | 0.50% |
| 20 | BERKSHIRE HATHAWAY INC DEL | $567K | 1183 | 0.46% |
| 21 | APPLE INC | $528K | 2081 | 0.43% |
| 22 | VANGUARD INDEX FDS | $500K | 1740 | 0.40% |
| 23 | VANGUARD INTL EQUITY INDEX F | $490K | 6520 | 0.40% |
| 24 | ISHARES TR | $469K | 3962 | 0.38% |
| 25 | ISHARES TR | $453K | 4101 | 0.37% |
| 26 | MORGAN STANLEY ETF TRUST | $445K | 8732 | 0.36% |
| 27 | VANGUARD BD INDEX FDS | $438K | 5947 | 0.35% |
| 28 | VANGUARD WORLD FD | $368K | 2126 | 0.30% |
| 29 | ALPHABET INC | $343K | 1192 | 0.28% |
| 30 | ISHARES TR | $342K | 4088 | 0.28% |
| 31 | VANGUARD SCOTTSDALE FDS | $337K | 5761 | 0.27% |
| 32 | MICROSOFT CORP | $282K | 761 | 0.23% |
| 33 | VANGUARD WORLD FD | $276K | 883 | 0.22% |
| 34 | PAYCHEX INC | $260K | 2819 | 0.21% |
| 35 | FIDELITY COVINGTON TRUST | $247K | 9178 | 0.20% |
| 36 | INVESCO ACTIVELY MANAGED EXC | $241K | 5152 | 0.19% |
| 37 | VANGUARD INDEX FDS | $230K | 877 | 0.19% |
| 38 | VANGUARD SCOTTSDALE FDS | $229K | 2763 | 0.18% |
| 39 | PALO ALTO NETWORKS INC | $216K | 1350 | 0.17% |
| 40 | ISHARES TR | $212K | 1900 | 0.17% |
| 41 | ISHARES TR | $205K | 2187 | 0.17% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.