Loading portfolio…
| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $99.4M | 2557586 | 24.50% |
| 2 | DIMENSIONAL ETF TRUST | $81.1M | 2387805 | 20.00% |
| 3 | BERKSHIRE HATHAWAY INC DEL | $51.4M | 107172 | 12.66% |
| 4 | APPLE INC | $19.6M | 77393 | 4.84% |
| 5 | RBB FUND TRUST | $12.3M | 213409 | 3.04% |
| 6 | BLACKROCK ETF TRUST II | $11.2M | 215491 | 2.76% |
| 7 | DIMENSIONAL ETF TRUST | $10.2M | 247490 | 2.51% |
| 8 | ISHARES TR | $8.9M | 193766 | 2.21% |
| 9 | PEPSICO INC | $8.2M | 52772 | 2.02% |
| 10 | DIMENSIONAL ETF TRUST | $7.6M | 180145 | 1.88% |
| 11 | ISHARES TR | $7.6M | 152395 | 1.88% |
| 12 | ISHARES TR | $5.3M | 51455 | 1.31% |
| 13 | ALPHABET INC | $5.1M | 17933 | 1.27% |
| 14 | ISHARES TR | $5.1M | 100678 | 1.26% |
| 15 | DIMENSIONAL ETF TRUST | $5.1M | 190634 | 1.25% |
| 16 | NVIDIA CORPORATION | $5.0M | 28447 | 1.22% |
| 17 | ISHARES BITCOIN TRUST ETF | $4.7M | 121723 | 1.15% |
| 18 | J P MORGAN EXCHANGE TRADED F | $4.4M | 81150 | 1.08% |
| 19 | VANGUARD MALVERN FDS | $4.3M | 84586 | 1.06% |
| 20 | J P MORGAN EXCHANGE TRADED F | $4.0M | 84106 | 0.99% |
| 21 | ISHARES GOLD TR | $3.9M | 44289 | 0.96% |
| 22 | ISHARES INC | $3.8M | 83987 | 0.94% |
| 23 | ISHARES INC | $3.8M | 83968 | 0.93% |
| 24 | ISHARES TR | $3.7M | 50245 | 0.92% |
| 25 | ISHARES INC | $3.7M | 89764 | 0.90% |
| 26 | MICROSOFT CORP | $3.1M | 8340 | 0.76% |
| 27 | DIMENSIONAL ETF TRUST | $2.9M | 68277 | 0.71% |
| 28 | ISHARES TR | $2.8M | 25699 | 0.69% |
| 29 | VANGUARD INTL EQUITY INDEX F | $1.5M | 10523 | 0.36% |
| 30 | YUM BRANDS INC | $1.3M | 8662 | 0.33% |
| 31 | KIMCO REALTY CORP | $972K | 43254 | 0.24% |
| 32 | META PLATFORMS INC | $958K | 1674 | 0.24% |
| 33 | MASTERCARD INCORPORATED | $927K | 1855 | 0.23% |
| 34 | AMAZON COM INC | $922K | 4426 | 0.23% |
| 35 | ALPHABET INC | $887K | 3084 | 0.22% |
| 36 | COSTCO WHOLESALE CORPORATION | $859K | 862 | 0.21% |
| 37 | NETFLIX INC. | $710K | 7380 | 0.18% |
| 38 | ABBVIE INC | $708K | 3255 | 0.17% |
| 39 | ISHARES TR | $633K | 4575 | 0.16% |
| 40 | EXXON MOBIL CORP | $569K | 3355 | 0.14% |
| 41 | ISHARES TR | $561K | 8720 | 0.14% |
| 42 | BROADCOM INC | $539K | 1741 | 0.13% |
| 43 | STATE STR SPDR S&P 500 ETF T | $522K | 802 | 0.13% |
| 44 | YUM CHINA HLDGS INC | $432K | 8853 | 0.11% |
| 45 | VANGUARD BD INDEX FDS | $421K | 8447 | 0.10% |
| 46 | ISHARES TR | $413K | 8149 | 0.10% |
| 47 | MERCADOLIBRE INC | $351K | 203 | 0.09% |
| 48 | WARNER BROS DISCOVERY INC | $349K | 12700 | 0.09% |
| 49 | ISHARES TR | $320K | 3175 | 0.08% |
| 50 | ISHARES TR | $318K | 3597 | 0.08% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.