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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | $71.3M | 1431950 | 14.77% |
| 2 | VANGUARD TAX-MANAGED FDS | $58.8M | 917970 | 12.19% |
| 3 | VANGUARD INDEX FDS | $41.2M | 68918 | 8.53% |
| 4 | VANGUARD INTL EQUITY INDEX F | $31.0M | 412871 | 6.42% |
| 5 | VANGUARD INDEX FDS | $29.1M | 157831 | 6.03% |
| 6 | VANGUARD CHARLOTTE FDS | $26.4M | 550277 | 5.48% |
| 7 | VANGUARD WHITEHALL FDS | $25.9M | 174887 | 5.37% |
| 8 | VANGUARD INDEX FDS | $20.6M | 94971 | 4.27% |
| 9 | VANGUARD INDEX FDS | $17.3M | 53879 | 3.58% |
| 10 | VANGUARD INDEX FDS | $14.1M | 49233 | 2.93% |
| 11 | VANGUARD INDEX FDS | $11.3M | 25954 | 2.35% |
| 12 | DIMENSIONAL ETF TRUST | $10.3M | 264087 | 2.13% |
| 13 | VANGUARD INDEX FDS | $8.6M | 97399 | 1.79% |
| 14 | PIMCO ETF TR | $8.0M | 79227 | 1.65% |
| 15 | ISHARES TR | $6.8M | 74897 | 1.40% |
| 16 | SPDR GOLD TR | $5.9M | 13648 | 1.22% |
| 17 | NVIDIA CORPORATION | $5.2M | 29683 | 1.07% |
| 18 | APPLE INC | $4.5M | 17921 | 0.94% |
| 19 | SERVICE CORP INTL | $3.9M | 47089 | 0.80% |
| 20 | KINDER MORGAN INC DEL | $3.4M | 102289 | 0.71% |
| 21 | VANGUARD INTL EQUITY INDEX F | $2.8M | 51879 | 0.58% |
| 22 | ISHARES TR | $2.8M | 34724 | 0.57% |
| 23 | VANGUARD BD INDEX FDS | $2.6M | 32837 | 0.53% |
| 24 | EXXON MOBIL CORP | $2.5M | 14970 | 0.53% |
| 25 | BOEING CO | $2.5M | 12658 | 0.52% |
| 26 | HALLIBURTON CO | $2.5M | 64401 | 0.52% |
| 27 | TESLA INC | $2.4M | 6381 | 0.49% |
| 28 | AMAZON COM INC | $2.1M | 10164 | 0.44% |
| 29 | MICROSOFT CORP | $2.1M | 5610 | 0.43% |
| 30 | VANGUARD WORLD FD | $2.1M | 16981 | 0.42% |
| 31 | ENTERPRISE PRODS PARTNERS L | $1.8M | 47669 | 0.37% |
| 32 | ISHARES TR | $1.7M | 13728 | 0.35% |
| 33 | BERKSHIRE HATHAWAY INC DEL | $1.5M | 3050 | 0.30% |
| 34 | SCHWAB STRATEGIC TR | $1.4M | 58784 | 0.28% |
| 35 | ALPHABET INC | $1.3M | 4669 | 0.28% |
| 36 | VANGUARD ADMIRAL FDS INC | $1.3M | 6392 | 0.27% |
| 37 | VANGUARD BD INDEX FDS | $1.1M | 15319 | 0.23% |
| 38 | ISHARES TR | $993K | 10006 | 0.21% |
| 39 | ISHARES TR | $980K | 1501 | 0.20% |
| 40 | CHEVRON CORPORATION | $872K | 4215 | 0.18% |
| 41 | SCHWAB STRATEGIC TR | $738K | 25348 | 0.15% |
| 42 | WALMART INC | $709K | 5706 | 0.15% |
| 43 | VANGUARD SPECIALIZED FUNDS | $696K | 3238 | 0.14% |
| 44 | META PLATFORMS INC | $675K | 1181 | 0.14% |
| 45 | ELI LILLY & CO | $668K | 727 | 0.14% |
| 46 | VANGUARD MALVERN FDS | $617K | 12365 | 0.13% |
| 47 | VANGUARD WORLD FD | $592K | 3426 | 0.12% |
| 48 | UNITED AIRLS HLDGS INC | $592K | 6433 | 0.12% |
| 49 | ENERGY TRANSFER L P | $592K | 30719 | 0.12% |
| 50 | BROADCOM INC | $546K | 1764 | 0.11% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.