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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ELI LILLY & CO | $301.3M | 327576 | 34.34% |
| 2 | DIMENSIONAL ETF TRUST | $59.5M | 1528044 | 6.78% |
| 3 | VANGUARD MUN BD FDS | $35.1M | 703776 | 4.00% |
| 4 | DIMENSIONAL ETF TRUST | $26.2M | 773996 | 2.99% |
| 5 | APPLE INC | $19.5M | 76889 | 2.22% |
| 6 | AMERICAN CENTY ETF TR | $17.2M | 172112 | 1.96% |
| 7 | ISHARES TR | $13.7M | 123400 | 1.57% |
| 8 | ISHARES TR | $13.0M | 165140 | 1.48% |
| 9 | STATE STR SPDR S&P 500 ETF T | $12.6M | 19331 | 1.43% |
| 10 | MICROSOFT CORP | $12.5M | 33704 | 1.42% |
| 11 | CAPITAL GROUP GROWTH ETF | $11.6M | 289582 | 1.33% |
| 12 | ELI LILLY & COPUT | $10.9M | 11900 | 1.25% |
| 13 | SSGA ACTIVE ETF TR | $10.1M | 253475 | 1.15% |
| 14 | INNOVATOR ETFS TRUST | $9.4M | 235927 | 1.07% |
| 15 | JPMORGAN CHASE & CO | $9.3M | 31500 | 1.06% |
| 16 | BERKSHIRE HATHAWAY INC DEL | $8.9M | 18486 | 1.01% |
| 17 | ISHARES TR | $7.8M | 11889 | 0.89% |
| 18 | ISHARES TR | $7.7M | 91324 | 0.88% |
| 19 | FIRST TR EXCHANGE-TRADED ALP | $7.5M | 77173 | 0.85% |
| 20 | AMERICAN CENTY ETF TR | $6.8M | 88099 | 0.77% |
| 21 | ALPHABET INC | $6.1M | 21117 | 0.69% |
| 22 | VANGUARD SCOTTSDALE FDS | $6.0M | 75457 | 0.68% |
| 23 | VANGUARD INDEX FDS | $5.6M | 17321 | 0.63% |
| 24 | ISHARES TR | $5.1M | 121055 | 0.58% |
| 25 | BERKSHIRE HATHAWAY INC DEL | $5.0M | 7 | 0.57% |
| 26 | ISHARES TR | $5.0M | 59645 | 0.57% |
| 27 | PACER FDS TR | $4.9M | 77825 | 0.55% |
| 28 | DIMENSIONAL ETF TRUST | $4.7M | 75161 | 0.53% |
| 29 | DIMENSIONAL ETF TRUST | $4.6M | 87418 | 0.53% |
| 30 | NVIDIA CORPORATION | $4.4M | 25258 | 0.50% |
| 31 | ALPHABET INC | $4.2M | 14790 | 0.48% |
| 32 | ISHARES TR | $4.2M | 42895 | 0.48% |
| 33 | EXXON MOBIL CORP | $4.1M | 23917 | 0.46% |
| 34 | CUMMINS INC | $3.6M | 6763 | 0.41% |
| 35 | GLOBAL X FDS | $3.6M | 166527 | 0.41% |
| 36 | SPDR GOLD TR | $3.6M | 8319 | 0.41% |
| 37 | VANGUARD WELLINGTON FD | $3.5M | 34807 | 0.40% |
| 38 | ISHARES TR | $3.4M | 17902 | 0.39% |
| 39 | VANGUARD INDEX FDS | $3.3M | 5462 | 0.37% |
| 40 | JOHNSON & JOHNSON | $3.2M | 13199 | 0.37% |
| 41 | JANUS DETROIT STR TR | $3.2M | 64776 | 0.36% |
| 42 | WALMART INC | $3.1M | 25279 | 0.36% |
| 43 | APPLIED MATLS INC | $3.1M | 9160 | 0.36% |
| 44 | ISHARES TR | $3.0M | 11924 | 0.34% |
| 45 | AMAZON COM INC | $2.9M | 14091 | 0.33% |
| 46 | INNOVATOR ETFS TRUST | $2.8M | 81624 | 0.31% |
| 47 | AMERICAN CENTY ETF TR | $2.6M | 25184 | 0.30% |
| 48 | ISHARES TR | $2.6M | 26857 | 0.30% |
| 49 | ABBVIE INC | $2.6M | 11748 | 0.29% |
| 50 | CISCO SYS INC | $2.3M | 29555 | 0.26% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.