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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $32.9M | 54997 | 7.99% |
| 2 | PUTNAM ETF TRUST | $23.9M | 515765 | 5.82% |
| 3 | DIMENSIONAL ETF TRUST | $11.7M | 187209 | 2.84% |
| 4 | NVIDIA CORPORATION | $11.7M | 66940 | 2.84% |
| 5 | WORLD GOLD TR | $9.3M | 100066 | 2.26% |
| 6 | DIMENSIONAL ETF TRUST | $9.3M | 175296 | 2.25% |
| 7 | PALANTIR TECHNOLOGIES INC | $9.0M | 61490 | 2.19% |
| 8 | ISHARES TR | $8.4M | 124755 | 2.05% |
| 9 | DIMENSIONAL ETF TRUST | $8.3M | 171652 | 2.02% |
| 10 | BLACKROCK ETF TRUST | $7.6M | 130278 | 1.84% |
| 11 | APPLE INC | $7.6M | 29800 | 1.84% |
| 12 | INVESCO QQQ TR | $7.3M | 12611 | 1.77% |
| 13 | ALPHABET INC | $7.2M | 25183 | 1.76% |
| 14 | MICROSOFT CORP | $7.2M | 19470 | 1.75% |
| 15 | BERKSHIRE HATHAWAY INC DEL | $6.6M | 13811 | 1.61% |
| 16 | J P MORGAN EXCHANGE TRADED F | $6.5M | 130894 | 1.59% |
| 17 | DIMENSIONAL ETF TRUST | $6.0M | 154967 | 1.46% |
| 18 | AMAZON COM INC | $5.4M | 25909 | 1.31% |
| 19 | PROFESIONALLY MANAGED PORTFO | $5.1M | 97070 | 1.25% |
| 20 | META PLATFORMS INC | $4.9M | 8566 | 1.19% |
| 21 | ISHARES TR | $4.8M | 33957 | 1.18% |
| 22 | DIMENSIONAL ETF TRUST | $4.8M | 67387 | 1.16% |
| 23 | SPDR GOLD TR | $4.7M | 10989 | 1.15% |
| 24 | TESLA INC | $4.5M | 12208 | 1.10% |
| 25 | SPDR SERIES TRUST | $4.5M | 46311 | 1.10% |
| 26 | VANGUARD SCOTTSDALE FDS | $4.1M | 69201 | 1.00% |
| 27 | ISHARES TR | $3.4M | 7870 | 0.82% |
| 28 | VANGUARD INDEX FDS | $3.3M | 11637 | 0.81% |
| 29 | VISA INC | $3.2M | 10575 | 0.78% |
| 30 | AMERICAN CENTY ETF TR | $3.0M | 30473 | 0.74% |
| 31 | NETFLIX INC. | $2.9M | 30147 | 0.71% |
| 32 | ALPHABET INC | $2.8M | 9903 | 0.69% |
| 33 | EXXON MOBIL CORP | $2.8M | 16230 | 0.67% |
| 34 | BROADCOM INC | $2.7M | 8827 | 0.66% |
| 35 | DIMENSIONAL ETF TRUST | $2.5M | 35690 | 0.62% |
| 36 | ISHARES TR | $2.5M | 31419 | 0.61% |
| 37 | JOHNSON & JOHNSON | $2.5M | 10146 | 0.60% |
| 38 | JPMORGAN CHASE & CO | $2.5M | 8359 | 0.60% |
| 39 | BOEING CO | $2.5M | 12329 | 0.60% |
| 40 | AMERICAN CENTY ETF TR | $2.4M | 22171 | 0.60% |
| 41 | ISHARES TR | $2.3M | 3471 | 0.55% |
| 42 | WILLIAMS COS INC | $2.2M | 30398 | 0.54% |
| 43 | VANGUARD INDEX FDS | $2.0M | 9085 | 0.48% |
| 44 | DIMENSIONAL ETF TRUST | $2.0M | 41026 | 0.48% |
| 45 | COCA COLA CO | $1.9M | 24805 | 0.46% |
| 46 | ORACLE CORP | $1.8M | 12283 | 0.44% |
| 47 | MORGAN STANLEY ETF TRUST | $1.8M | 34984 | 0.43% |
| 48 | DIMENSIONAL ETF TRUST | $1.7M | 64207 | 0.42% |
| 49 | ISHARES TR | $1.6M | 19737 | 0.40% |
| 50 | DISNEY WALT CO | $1.5M | 15886 | 0.37% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.