
Loading portfolio…
| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | $103.4M | 1,042,076 | 10.76% |
| 2 | ISHARES TR | $86.8M | 958,261 | 9.03% |
| 3 | DIMENSIONAL ETF TRUST | $54.4M | 1,287,970 | 5.66% |
| 4 | ISHARES TR | $37.6M | 302,697 | 3.92% |
| 5 | BERKSHIRE HATHAWAY INC DEL | $35.3M | 73,700 | 3.67% |
| 6 | ISHARES TR | $34.4M | 510,013 | 3.58% |
| 7 | APPLE INC | $27.4M | 108,058 | 2.85% |
| 8 | VANGUARD WHITEHALL FDS | $26.8M | 181,034 | 2.79% |
| 9 | SPDR SERIES TRUST | $26.6M | 182,040 | 2.76% |
| 10 | VANGUARD SCOTTSDALE FDS | $25.4M | 320,527 | 2.64% |
| 11 | VANGUARD SPECIALIZED FUNDS | $24.7M | 114,960 | 2.57% |
| 12 | VANGUARD BD INDEX FDS | $24.0M | 305,899 | 2.50% |
| 13 | DIMENSIONAL ETF TRUST | $23.1M | 482,789 | 2.41% |
| 14 | SELECT SECTOR SPDR TR | $20.9M | 142,582 | 2.17% |
| 15 | SCHWAB STRATEGIC TR | $20.6M | 673,097 | 2.15% |
| 16 | ALPHABET INC | $20.0M | 69,681 | 2.08% |
| 17 | INVESCO EXCHANGE TRADED FD T | $18.5M | 246,520 | 1.93% |
| 18 | DIMENSIONAL ETF TRUST | $17.1M | 353,811 | 1.78% |
| 19 | VANGUARD ADMIRAL FDS INC | $15.3M | 37,598 | 1.59% |
| 20 | VANGUARD ADMIRAL FDS INC | $14.3M | 70,382 | 1.49% |
| 21 | DIMENSIONAL ETF TRUST | $13.8M | 404,889 | 1.43% |
| 22 | DIMENSIONAL ETF TRUST | $12.4M | 345,603 | 1.29% |
| 23 | AMAZON COM INC | $10.5M | 50,552 | 1.10% |
| 24 | VANGUARD BD INDEX FDS | $9.1M | 123,245 | 0.94% |
| 25 | ISHARES TR | $9.0M | 25,347 | 0.94% |
| 26 | VANGUARD INDEX FDS | $8.7M | 27,037 | 0.90% |
| 27 | VANGUARD MALVERN FDS | $8.6M | 171,634 | 0.89% |
| 28 | VANGUARD MUN BD FDS | $8.5M | 169,422 | 0.88% |
| 29 | CHEVRON CORPORATION | $8.1M | 39,081 | 0.84% |
| 30 | JPMORGAN CHASE & CO | $7.7M | 26,288 | 0.80% |
| 31 | SPDR SERIES TRUST | $7.3M | 79,593 | 0.76% |
| 32 | VANGUARD TAX-MANAGED FDS | $7.2M | 112,208 | 0.75% |
| 33 | ALPHABET INC | $7.1M | 24,623 | 0.73% |
| 34 | SYSCO CORP | $6.9M | 96,458 | 0.72% |
| 35 | ISHARES TR | $6.6M | 55,973 | 0.69% |
| 36 | ISHARES TR | $6.3M | 9,596 | 0.65% |
| 37 | J P MORGAN EXCHANGE TRADED F | $5.8M | 113,075 | 0.60% |
| 38 | WISDOMTREE TR | $5.5M | 61,513 | 0.57% |
| 39 | EXXON MOBIL CORP | $5.3M | 31,410 | 0.55% |
| 40 | VANGUARD INTL EQUITY INDEX F | $5.1M | 67,749 | 0.53% |
| 41 | ISHARES TR | $4.9M | 41,679 | 0.51% |
| 42 | ISHARES TR | $4.3M | 38,201 | 0.45% |
| 43 | BERKSHIRE HATHAWAY INC DEL | $4.3M | 6 | 0.45% |
| 44 | MICROSOFT CORP | $4.2M | 11,453 | 0.44% |
| 45 | ISHARES TR | $4.2M | 27,883 | 0.44% |
| 46 | DIMENSIONAL ETF TRUST | $4.2M | 87,136 | 0.43% |
| 47 | STATE STR SPDR S&P 500 ETF T | $4.2M | 6,384 | 0.43% |
| 48 | ISHARES TR | $3.4M | 35,196 | 0.36% |
| 49 | DIMENSIONAL ETF TRUST | $3.3M | 94,530 | 0.34% |
| 50 | ISHARES TR | $3.0M | 44,169 | 0.31% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.