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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD S&P 500 ETF | $832.2M | 1,392,756 | 19.21% |
| 2 | VANGUARD FTSE DEVELOPED MARKETS ETF | $825.0M | 12,874,922 | 19.04% |
| 3 | BERKSHIRE HATHAWAY INC DEL CL B NEW | $381.3M | 795,618 | 8.80% |
| 4 | VANGUARD FTSE EMERGING MARKETS ETF | $358.4M | 6,630,184 | 8.27% |
| 5 | VANGUARD MID-CAP ETF | $340.6M | 1,185,900 | 7.86% |
| 6 | VANGUARD SMALL-CAP ETF | $197.7M | 754,676 | 4.56% |
| 7 | VANGUARD 0-3 MONTH TREASURY BILL ETF | $178.9M | 2,365,018 | 4.13% |
| 8 | VANGUARD DIVIDEND APPRECIATION ETF | $161.4M | 750,651 | 3.73% |
| 9 | INTUIT COM | $73.9M | 170,973 | 1.71% |
| 10 | VANGUARD TOTAL STOCK MARKET ETF | $72.6M | 226,353 | 1.68% |
| 11 | ALPHABET INC CAP STK CL C | $67.6M | 235,726 | 1.56% |
| 12 | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $61.8M | 822,511 | 1.43% |
| 13 | MICROSOFT CORP COM | $58.3M | 157,559 | 1.35% |
| 14 | INVESCO QQQ TRUST SERIES I | $56.7M | 98,228 | 1.31% |
| 15 | BROADCOM INC COM | $55.2M | 178,397 | 1.27% |
| 16 | STATE STREET SPDR S&P 500 ETF | $53.4M | 82,092 | 1.23% |
| 17 | APPLE INC COM | $28.3M | 111,360 | 0.65% |
| 18 | COCA COLA CO COM | $14.4M | 189,031 | 0.33% |
| 19 | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $13.6M | 291,107 | 0.31% |
| 20 | SCHWAB INTERNATIONAL EQUITY ETF | $13.5M | 547,084 | 0.31% |
| 21 | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $13.2M | 345,179 | 0.30% |
| 22 | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $12.5M | 449,824 | 0.29% |
| 23 | HUNTINGTON BANCSHARES INC COM | $11.1M | 708,066 | 0.26% |
| 24 | ACCENTURE PLC IRELAND SHS CLASS A | $10.2M | 51,351 | 0.23% |
| 25 | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $9.9M | 128,503 | 0.23% |
| 26 | CATERPILLAR INC COM | $9.5M | 13,423 | 0.22% |
| 27 | NVIDIA CORPORATION COM | $9.3M | 53,232 | 0.21% |
| 28 | ELI LILLY & CO. COM | $9.0M | 9,761 | 0.21% |
| 29 | JOHNSON & JOHNSON COM | $8.4M | 34,557 | 0.19% |
| 30 | VANGUARD SMALL CAP VALUE ETF | $8.3M | 38,116 | 0.19% |
| 31 | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $7.7M | 156,896 | 0.18% |
| 32 | SCHWAB EMERGING MARKETS EQUITY ETF | $7.6M | 229,732 | 0.17% |
| 33 | ALPHABET INC CAP STK CL A | $7.3M | 25,289 | 0.17% |
| 34 | AMAZON COM INC COM | $7.2M | 34,639 | 0.17% |
| 35 | SOUTHERN CO COM | $7.1M | 73,555 | 0.16% |
| 36 | HOME DEPOT INC COM | $7.0M | 21,382 | 0.16% |
| 37 | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $6.9M | 178,816 | 0.16% |
| 38 | ISHARES MSCI EMERGING MARKETS ASIA ETF | $6.7M | 70,496 | 0.16% |
| 39 | EXXON MOBIL CORP COM | $6.7M | 39,662 | 0.16% |
| 40 | ISHARES MSCI EAFE GROWTH ETF | $6.2M | 55,895 | 0.14% |
| 41 | CHEVRON CORPORATION COM | $5.7M | 27,497 | 0.13% |
| 42 | ISHARES CORE S&P 500 ETF | $5.6M | 8,555 | 0.13% |
| 43 | BERKSHIRE HATHAWAY INC DEL CL A | $5.0M | 7 | 0.12% |
| 44 | MCDONALDS CORP COM | $4.5M | 14,536 | 0.10% |
| 45 | WALMART INC COM | $4.3M | 34,268 | 0.10% |
| 46 | META PLATFORMS INC CL A | $4.1M | 7,154 | 0.09% |
| 47 | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | $4.1M | 88,096 | 0.09% |
| 48 | VANGUARD CORE BOND ETF | $4.0M | 51,674 | 0.09% |
| 49 | COSTCO WHOLESALE CORPORATION COM | $4.0M | 3,974 | 0.09% |
| 50 | SPDR GOLD SHARES | $3.9M | 9,060 | 0.09% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.