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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $45.2M | 75632 | 5.46% |
| 2 | VANGUARD TAX-MANAGED FDS | $27.4M | 427636 | 3.31% |
| 3 | ISHARES TR | $27.2M | 127488 | 3.29% |
| 4 | ISHARES TR | $25.8M | 60568 | 3.12% |
| 5 | APPLE INC | $24.8M | 97621 | 2.99% |
| 6 | NVIDIA CORPORATION | $20.7M | 118854 | 2.50% |
| 7 | MICROSOFT CORP | $19.6M | 52848 | 2.36% |
| 8 | AMAZON COM INC | $18.3M | 87685 | 2.21% |
| 9 | ISHARES TR | $15.8M | 341084 | 1.90% |
| 10 | BLACKROCK ETF TRUST | $15.2M | 472905 | 1.84% |
| 11 | INVESCO QQQ TR | $15.1M | 26121 | 1.82% |
| 12 | STATE STR SPDR S&P 500 ETF T | $13.9M | 21427 | 1.68% |
| 13 | BLACKROCK ETF TRUST | $13.8M | 238054 | 1.67% |
| 14 | ISHARES TR | $13.6M | 20844 | 1.64% |
| 15 | JPMORGAN CHASE & CO | $11.9M | 40463 | 1.44% |
| 16 | META PLATFORMS INC | $9.6M | 16751 | 1.16% |
| 17 | ALPHABET INC | $9.5M | 33119 | 1.15% |
| 18 | VANGUARD INTL EQUITY INDEX F | $9.3M | 171362 | 1.12% |
| 19 | BROADCOM INC | $9.0M | 28996 | 1.08% |
| 20 | ISHARES TR | $8.7M | 45601 | 1.06% |
| 21 | ALPHABET INC | $8.5M | 29482 | 1.02% |
| 22 | VANGUARD INDEX FDS | $8.4M | 26088 | 1.01% |
| 23 | FIDELITY COVINGTON TRUST | $7.8M | 37560 | 0.94% |
| 24 | ISHARES INC | $7.5M | 108153 | 0.91% |
| 25 | EXXON MOBIL CORP | $7.4M | 43334 | 0.89% |
| 26 | BLACKROCK ETF TRUST | $6.9M | 190798 | 0.83% |
| 27 | SCHWAB STRATEGIC TR | $6.4M | 221094 | 0.78% |
| 28 | HUBSPOT INC | $6.1M | 24928 | 0.73% |
| 29 | ISHARES TR | $6.0M | 25147 | 0.73% |
| 30 | JOHNSON & JOHNSON | $5.5M | 22592 | 0.67% |
| 31 | FIRST TR EXCHANGE TRADED FD | $5.4M | 79618 | 0.66% |
| 32 | TESLA INC | $5.4M | 14524 | 0.65% |
| 33 | WALMART INC | $5.3M | 42597 | 0.64% |
| 34 | WORLD GOLD TR | $5.3M | 56736 | 0.64% |
| 35 | ABBVIE INC | $5.1M | 23390 | 0.61% |
| 36 | VANGUARD INDEX FDS | $4.9M | 18800 | 0.59% |
| 37 | J P MORGAN EXCHANGE TRADED F | $4.8M | 85461 | 0.59% |
| 38 | GLOBAL X FDS | $4.7M | 66783 | 0.57% |
| 39 | ISHARES TR | $4.6M | 51197 | 0.56% |
| 40 | GRAYSCALE BITCOIN TRUST ETF | $4.4M | 82845 | 0.53% |
| 41 | ISHARES TR | $4.4M | 30595 | 0.53% |
| 42 | ISHARES TR | $4.3M | 13391 | 0.51% |
| 43 | HOME DEPOT INC | $4.0M | 12278 | 0.49% |
| 44 | PROCTER & GAMBLE CO | $3.9M | 27284 | 0.48% |
| 45 | ISHARES TR | $3.9M | 57302 | 0.47% |
| 46 | KLA CORP | $3.8M | 2602 | 0.46% |
| 47 | ISHARES TR | $3.8M | 37784 | 0.46% |
| 48 | CISCO SYS INC | $3.7M | 47777 | 0.45% |
| 49 | FIRST TR EXCHANGE TRADED FD | $3.7M | 60862 | 0.44% |
| 50 | ISHARES TR | $3.7M | 36491 | 0.44% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.