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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $45.6M | 643129 | 17.91% |
| 2 | VANGUARD BD INDEX FDS | $23.1M | 314124 | 9.09% |
| 3 | DIMENSIONAL ETF TRUST | $20.8M | 493452 | 8.18% |
| 4 | DIMENSIONAL ETF TRUST | $16.3M | 311681 | 6.42% |
| 5 | DIMENSIONAL ETF TRUST | $13.3M | 341423 | 5.22% |
| 6 | VANGUARD WORLD FD | $9.8M | 13979 | 3.83% |
| 7 | DIMENSIONAL ETF TRUST | $8.7M | 121645 | 3.40% |
| 8 | BERKSHIRE HATHAWAY INC DEL | $7.5M | 15703 | 2.96% |
| 9 | DIMENSIONAL ETF TRUST | $6.2M | 183184 | 2.44% |
| 10 | VANGUARD SPECIALIZED FUNDS | $5.7M | 26423 | 2.23% |
| 11 | SCHWAB STRATEGIC TR | $4.7M | 152599 | 1.84% |
| 12 | UNITEDHEALTH GROUP INCCALL | $3.5M | 13000 | 1.38% |
| 13 | VANGUARD INDEX FDS | $3.5M | 5845 | 1.37% |
| 14 | DIMENSIONAL ETF TRUST | $3.3M | 69082 | 1.30% |
| 15 | ELI LILLY & CO | $3.1M | 3351 | 1.21% |
| 16 | VANGUARD SCOTTSDALE FDS | $2.9M | 12732 | 1.15% |
| 17 | APPLE INC | $2.8M | 10846 | 1.08% |
| 18 | SCHWAB STRATEGIC TR | $2.6M | 102584 | 1.03% |
| 19 | VANGUARD MUN BD FDS | $2.4M | 48533 | 0.95% |
| 20 | NVIDIA CORPORATION | $2.4M | 13793 | 0.94% |
| 21 | VANGUARD INDEX FDS | $2.2M | 25015 | 0.87% |
| 22 | CATERPILLAR INC | $2.1M | 2921 | 0.81% |
| 23 | VANGUARD WHITEHALL FDS | $2.0M | 13211 | 0.77% |
| 24 | DIMENSIONAL ETF TRUST | $1.5M | 29560 | 0.60% |
| 25 | SPDR SERIES TRUST | $1.4M | 13382 | 0.57% |
| 26 | DIMENSIONAL ETF TRUST | $1.4M | 36454 | 0.56% |
| 27 | DIMENSIONAL ETF TRUST | $1.4M | 41110 | 0.54% |
| 28 | SELECT SECTOR SPDR TR | $1.4M | 10204 | 0.53% |
| 29 | SCHWAB STRATEGIC TR | $1.3M | 52323 | 0.51% |
| 30 | XCEL ENERGY INC | $1.3M | 16293 | 0.51% |
| 31 | AMAZON COM INC | $1.3M | 6182 | 0.51% |
| 32 | DIMENSIONAL ETF TRUST | $1.3M | 20511 | 0.50% |
| 33 | SCHWAB STRATEGIC TR | $1.3M | 54483 | 0.50% |
| 34 | ISHARES INC | $1.2M | 21941 | 0.49% |
| 35 | VANGUARD SCOTTSDALE FDS | $1.2M | 11512 | 0.45% |
| 36 | STATE STR SPDR S&P 500 ETF T | $1.1M | 1717 | 0.44% |
| 37 | VANGUARD INDEX FDS | $1.1M | 3344 | 0.42% |
| 38 | WALMART INC | $1.0M | 8417 | 0.41% |
| 39 | DIMENSIONAL ETF TRUST | $996K | 24229 | 0.39% |
| 40 | MICROSOFT CORP | $889K | 2400 | 0.35% |
| 41 | VANGUARD STAR FDS | $799K | 10364 | 0.31% |
| 42 | SCHWAB STRATEGIC TR | $770K | 26428 | 0.30% |
| 43 | TESLA INC | $748K | 2011 | 0.29% |
| 44 | WELLS FARGO & CO | $678K | 8521 | 0.27% |
| 45 | SCHWAB STRATEGIC TR | $656K | 23542 | 0.26% |
| 46 | EXXON MOBIL CORP | $631K | 3719 | 0.25% |
| 47 | HORMEL FOODS CORP | $596K | 26303 | 0.23% |
| 48 | DEERE & CO | $587K | 1043 | 0.23% |
| 49 | DIMENSIONAL ETF TRUST | $581K | 16346 | 0.23% |
| 50 | SCHWAB STRATEGIC TR | $549K | 22042 | 0.22% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.