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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $87.8M | 146988 | 18.09% |
| 2 | DIMENSIONAL ETF TRUST | $50.6M | 711896 | 10.43% |
| 3 | VANGUARD ADMIRAL FDS INC | $50.0M | 245421 | 10.30% |
| 4 | DIMENSIONAL ETF TRUST | $48.4M | 1361259 | 9.96% |
| 5 | VANGUARD BD INDEX FDS | $38.5M | 522354 | 7.92% |
| 6 | DIMENSIONAL ETF TRUST | $31.9M | 909808 | 6.57% |
| 7 | ISHARES TR | $21.9M | 211973 | 4.52% |
| 8 | DIMENSIONAL ETF TRUST | $21.2M | 614698 | 4.37% |
| 9 | VANGUARD ADMIRAL FDS INC | $18.2M | 145424 | 3.74% |
| 10 | VANGUARD ADMIRAL FDS INC | $17.8M | 174434 | 3.66% |
| 11 | VANGUARD ADMIRAL FDS INC | $17.3M | 42423 | 3.56% |
| 12 | VANGUARD SCOTTSDALE FDS | $14.5M | 182830 | 2.98% |
| 13 | STATE STR SPDR S&P 500 ETF T | $14.3M | 21960 | 2.94% |
| 14 | ISHARES TR | $5.4M | 21939 | 1.12% |
| 15 | ISHARES TR | $5.2M | 46354 | 1.08% |
| 16 | ISHARES TR | $4.5M | 21516 | 0.94% |
| 17 | ISHARES TR | $2.9M | 30872 | 0.61% |
| 18 | ISHARES TR | $2.8M | 27515 | 0.57% |
| 19 | ISHARES TR | $2.2M | 16749 | 0.46% |
| 20 | SCHWAB STRATEGIC TR | $2.2M | 84342 | 0.45% |
| 21 | WP CAREY INC | $1.8M | 26113 | 0.37% |
| 22 | ISHARES TR | $1.6M | 8251 | 0.32% |
| 23 | ISHARES TR | $1.5M | 15128 | 0.30% |
| 24 | VANGUARD INDEX FDS | $1.5M | 4571 | 0.30% |
| 25 | ISHARES TR | $1.5M | 30918 | 0.30% |
| 26 | MICROSOFT CORP | $1.4M | 3785 | 0.29% |
| 27 | APPLE INC | $1.2M | 4639 | 0.24% |
| 28 | VANGUARD TAX-MANAGED FDS | $1.0M | 16164 | 0.21% |
| 29 | ISHARES TR | $966K | 2711 | 0.20% |
| 30 | VANGUARD ADMIRAL FDS INC | $947K | 8254 | 0.20% |
| 31 | VANGUARD SCOTTSDALE FDS | $819K | 8185 | 0.17% |
| 32 | RTX CORPORATION | $733K | 3805 | 0.15% |
| 33 | VANGUARD INTL EQUITY INDEX F | $708K | 13109 | 0.15% |
| 34 | ISHARES TR | $693K | 2210 | 0.14% |
| 35 | VANGUARD MUN BD FDS | $634K | 12718 | 0.13% |
| 36 | VANGUARD ADMIRAL FDS INC | $633K | 5540 | 0.13% |
| 37 | ISHARES TR | $623K | 7557 | 0.13% |
| 38 | ISHARES TR | $596K | 13152 | 0.12% |
| 39 | SCHWAB STRATEGIC TR | $588K | 19007 | 0.12% |
| 40 | WALMART INC | $584K | 4703 | 0.12% |
| 41 | AMAZON COM INC | $564K | 2710 | 0.12% |
| 42 | ISHARES TR | $507K | 8934 | 0.10% |
| 43 | VANGUARD SCOTTSDALE FDS | $469K | 2810 | 0.10% |
| 44 | ISHARES TR | $466K | 8208 | 0.10% |
| 45 | VANGUARD INTL EQUITY INDEX F | $459K | 6122 | 0.09% |
| 46 | ISHARES BITCOIN TRUST ETF | $440K | 11471 | 0.09% |
| 47 | COSTCO WHOLESALE CORPORATION | $433K | 435 | 0.09% |
| 48 | STARBUCKS CORP | $425K | 4746 | 0.09% |
| 49 | SCHWAB STRATEGIC TR | $372K | 12822 | 0.08% |
| 50 | NUSHARES ETF TR | $354K | 7866 | 0.07% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.