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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $73.6M | 375036 | 11.91% |
| 2 | ISHARES TR | $52.5M | 628470 | 8.50% |
| 3 | VANGUARD INDEX FDS | $44.1M | 147593 | 7.14% |
| 4 | VANGUARD BD INDEX FDS | $40.8M | 554605 | 6.61% |
| 5 | SPDR SERIES TRUST | $32.3M | 330316 | 5.24% |
| 6 | SCHWAB STRATEGIC TR | $27.0M | 1089602 | 4.37% |
| 7 | SPDR SERIES TRUST | $25.9M | 458387 | 4.20% |
| 8 | APPLE INC | $23.5M | 92530 | 3.80% |
| 9 | VANGUARD INTL EQUITY INDEX F | $20.6M | 381766 | 3.34% |
| 10 | VANGUARD TAX-MANAGED FDS | $17.5M | 272425 | 2.83% |
| 11 | VANGUARD MUN BD FDS | $16.5M | 330131 | 2.67% |
| 12 | ISHARES TR | $15.5M | 170734 | 2.50% |
| 13 | VANGUARD INDEX FDS | $13.4M | 30792 | 2.18% |
| 14 | J P MORGAN EXCHANGE TRADED F | $11.9M | 221434 | 1.93% |
| 15 | GRAYSCALE BITCOIN MINI TR ET | $11.1M | 370049 | 1.80% |
| 16 | VANGUARD ADMIRAL FDS INC | $10.2M | 100236 | 1.65% |
| 17 | ISHARES TR | $8.3M | 67078 | 1.35% |
| 18 | INVESCO EXCHANGE TRADED FD T | $8.3M | 43282 | 1.34% |
| 19 | AMERICAN CENTY ETF TR | $6.7M | 82771 | 1.08% |
| 20 | VANECK ETF TRUST | $6.5M | 159702 | 1.05% |
| 21 | VANGUARD CHARLOTTE FDS | $6.4M | 134062 | 1.04% |
| 22 | FIDELITY COVINGTON TRUST | $6.4M | 169186 | 1.04% |
| 23 | NVIDIA CORPORATION | $6.2M | 35650 | 1.01% |
| 24 | ISHARES TR | $6.0M | 150014 | 0.96% |
| 25 | VANGUARD SCOTTSDALE FDS | $5.1M | 22236 | 0.82% |
| 26 | SPDR INDEX SHS FDS | $5.0M | 106246 | 0.81% |
| 27 | ALPHABET INC | $3.8M | 13058 | 0.61% |
| 28 | MICROSOFT CORP | $3.6M | 9787 | 0.59% |
| 29 | AMAZON COM INC | $3.5M | 16707 | 0.56% |
| 30 | PALANTIR TECHNOLOGIES INC | $3.3M | 22522 | 0.53% |
| 31 | VANGUARD INDEX FDS | $3.2M | 10697 | 0.52% |
| 32 | J P MORGAN EXCHANGE TRADED F | $2.9M | 60149 | 0.47% |
| 33 | ALPHABET INC | $2.7M | 9276 | 0.43% |
| 34 | SCHWAB STRATEGIC TR | $2.4M | 79585 | 0.39% |
| 35 | ISHARES TR | $2.1M | 3291 | 0.35% |
| 36 | BROADCOM INC | $1.9M | 6266 | 0.31% |
| 37 | VANGUARD INDEX FDS | $1.9M | 8701 | 0.31% |
| 38 | ISHARES TR | $1.8M | 49178 | 0.29% |
| 39 | TESLA INC | $1.8M | 4860 | 0.29% |
| 40 | TAIWAN SEMICONDUCTOR MANUFAC | $1.6M | 4862 | 0.27% |
| 41 | ISHARES BITCOIN TRUST ETF | $1.6M | 42356 | 0.26% |
| 42 | JOHNSON & JOHNSON | $1.5M | 6006 | 0.24% |
| 43 | ISHARES TR | $1.4M | 12827 | 0.23% |
| 44 | ISHARES TR | $1.4M | 13189 | 0.23% |
| 45 | VANGUARD WORLD FD | $1.4M | 2001 | 0.23% |
| 46 | COSTCO WHOLESALE CORPORATION | $1.4M | 1358 | 0.22% |
| 47 | META PLATFORMS INC | $1.3M | 2331 | 0.22% |
| 48 | BERKSHIRE HATHAWAY INC DEL | $1.3M | 2762 | 0.21% |
| 49 | PUTNAM ETF TRUST | $1.3M | 114093 | 0.21% |
| 50 | ISHARES TR | $1.1M | 3557 | 0.18% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.