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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $5.76B | 17969445 | 12.65% |
| 2 | VANGUARD TAX-MANAGED FDS | $3.70B | 57686964 | 8.11% |
| 3 | SCHWAB STRATEGIC TR | $2.88B | 116338040 | 6.32% |
| 4 | ISHARES INC | $2.84B | 40686196 | 6.23% |
| 5 | VANGUARD INTL EQUITY INDEX F | $2.48B | 45921666 | 5.45% |
| 6 | ISHARES TR | $2.05B | 14373487 | 4.49% |
| 7 | VANGUARD SPECIALIZED FUNDS | $1.93B | 8997146 | 4.25% |
| 8 | SCHWAB STRATEGIC TR | $1.32B | 52556138 | 2.90% |
| 9 | VANGUARD MUN BD FDS | $1.24B | 24913759 | 2.73% |
| 10 | ISHARES TR | $1.22B | 17425702 | 2.68% |
| 11 | ISHARES TR | $1.17B | 10734837 | 2.57% |
| 12 | SCHWAB STRATEGIC TR | $911.3M | 34244939 | 2.00% |
| 13 | VANGUARD INDEX FDS | $893.2M | 10070180 | 1.96% |
| 14 | NVIDIA CORPORATION | $761.0M | 4363766 | 1.67% |
| 15 | VANGUARD INDEX FDS | $682.9M | 3318175 | 1.50% |
| 16 | VANGUARD SCOTTSDALE FDS | $559.6M | 6762049 | 1.23% |
| 17 | VANGUARD INDEX FDS | $514.6M | 861151 | 1.13% |
| 18 | ISHARES TR | $471.6M | 4442764 | 1.04% |
| 19 | VANGUARD INDEX FDS | $444.4M | 1696661 | 0.98% |
| 20 | INVESCO EXCH TRADED FD TR II | $415.6M | 17410759 | 0.91% |
| 21 | APPLE INC | $402.7M | 1586612 | 0.88% |
| 22 | SCHWAB STRATEGIC TR | $392.9M | 12807842 | 0.86% |
| 23 | ISHARES TR | $374.2M | 2646197 | 0.82% |
| 24 | ISHARES TR | $352.5M | 6199721 | 0.77% |
| 25 | MICROSOFT CORP | $290.3M | 784119 | 0.64% |
| 26 | AMAZON COM INC | $256.3M | 1230756 | 0.56% |
| 27 | ALPHABET INC | $243.5M | 846668 | 0.53% |
| 28 | VANGUARD MALVERN FDS | $242.5M | 4855031 | 0.53% |
| 29 | ISHARES TR | $226.1M | 2048039 | 0.50% |
| 30 | VANGUARD INDEX FDS | $220.7M | 738555 | 0.48% |
| 31 | VANGUARD WORLD FD | $201.0M | 1790108 | 0.44% |
| 32 | BROADCOM INC | $196.6M | 635173 | 0.43% |
| 33 | META PLATFORMS INC | $192.6M | 336576 | 0.42% |
| 34 | ALPHABET INC | $180.7M | 629806 | 0.40% |
| 35 | VANGUARD WHITEHALL FDS | $174.0M | 2648379 | 0.38% |
| 36 | SPDR SERIES TRUST | $163.7M | 5319203 | 0.36% |
| 37 | STATE STR SPDR S&P 500 ETF T | $159.0M | 244508 | 0.35% |
| 38 | TESLA INC | $157.0M | 422436 | 0.34% |
| 39 | SELECT SECTOR SPDR TR | $152.1M | 2483501 | 0.33% |
| 40 | VANGUARD WORLD FD | $139.8M | 807650 | 0.31% |
| 41 | SPDR SERIES TRUST | $134.0M | 5365286 | 0.29% |
| 42 | VANGUARD BD INDEX FDS | $127.7M | 1733719 | 0.28% |
| 43 | VANECK ETF TRUST | $116.3M | 4563379 | 0.26% |
| 44 | ISHARES TR | $115.6M | 1208522 | 0.25% |
| 45 | ISHARES INC | $113.9M | 2504524 | 0.25% |
| 46 | JPMORGAN CHASE & CO | $108.8M | 369745 | 0.24% |
| 47 | ELI LILLY & CO | $108.0M | 117458 | 0.24% |
| 48 | INVESCO QQQ TR | $104.0M | 180262 | 0.23% |
| 49 | BERKSHIRE HATHAWAY INC DEL | $103.4M | 215691 | 0.23% |
| 50 | ISHARES TR | $99.9M | 992541 | 0.22% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.