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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD MALVERN FDS | $21.6M | 432060 | 5.17% |
| 2 | VANGUARD SPECIALIZED FUNDS | $20.9M | 96978 | 5.00% |
| 3 | VANGUARD SCOTTSDALE FDS | $20.2M | 339430 | 4.84% |
| 4 | ISHARES TR | $16.3M | 114845 | 3.91% |
| 5 | VANGUARD INDEX FDS | $15.3M | 35132 | 3.68% |
| 6 | VANGUARD MALVERN FDS | $13.7M | 176465 | 3.27% |
| 7 | DIMENSIONAL ETF TRUST | $13.3M | 273612 | 3.18% |
| 8 | VANGUARD CHARLOTTE FDS | $12.3M | 255549 | 2.94% |
| 9 | VANGUARD INDEX FDS | $9.9M | 38663 | 2.38% |
| 10 | ISHARES TR | $9.4M | 203556 | 2.26% |
| 11 | VANGUARD WHITEHALL FDS | $6.8M | 77180 | 1.64% |
| 12 | DIMENSIONAL ETF TRUST | $6.7M | 199094 | 1.61% |
| 13 | INVESCO EXCH TRADED FD TR II | $6.5M | 101097 | 1.55% |
| 14 | INVESCO EXCH TRD SLF IDX FD | $6.0M | 290687 | 1.43% |
| 15 | INVESCO EXCH TRD SLF IDX FD | $6.0M | 361721 | 1.43% |
| 16 | INVESCO EXCH TRD SLF IDX FD | $5.9M | 354188 | 1.42% |
| 17 | INVESCO EXCH TRD SLF IDX FD | $5.8M | 311093 | 1.39% |
| 18 | INVESCO EXCH TRD SLF IDX FD | $5.6M | 265879 | 1.35% |
| 19 | INVESCO EXCH TRD SLF IDX FD | $5.6M | 269234 | 1.34% |
| 20 | ISHARES TR | $5.4M | 71152 | 1.29% |
| 21 | DIMENSIONAL ETF TRUST | $5.2M | 98046 | 1.24% |
| 22 | MICROSOFT CORP | $5.1M | 13838 | 1.23% |
| 23 | APPLE INC | $5.1M | 20081 | 1.22% |
| 24 | ISHARES TR | $4.8M | 186006 | 1.14% |
| 25 | VANGUARD INTL EQUITY INDEX F | $4.4M | 53675 | 1.06% |
| 26 | ISHARES TR | $4.4M | 66242 | 1.05% |
| 27 | DIMENSIONAL ETF TRUST | $4.0M | 97618 | 0.96% |
| 28 | DIMENSIONAL ETF TRUST | $3.9M | 92901 | 0.94% |
| 29 | BERKSHIRE HATHAWAY INC DEL | $3.6M | 7565 | 0.87% |
| 30 | BERKSHIRE HATHAWAY INC DEL | $3.6M | 5 | 0.86% |
| 31 | EXXON MOBIL CORP | $3.5M | 20839 | 0.85% |
| 32 | WISDOMTREE TR | $3.5M | 58038 | 0.84% |
| 33 | SCHWAB STRATEGIC TR | $3.3M | 131109 | 0.78% |
| 34 | VANGUARD INTL EQUITY INDEX F | $3.2M | 32245 | 0.76% |
| 35 | SELECT SECTOR SPDR TR | $3.1M | 37903 | 0.74% |
| 36 | WISDOMTREE TR | $3.0M | 59823 | 0.72% |
| 37 | INVESCO EXCH TRD SLF IDX FD | $3.0M | 152758 | 0.72% |
| 38 | INVESCO EXCH TRD SLF IDX FD | $3.0M | 145217 | 0.71% |
| 39 | SCHWAB STRATEGIC TR | $2.9M | 88639 | 0.69% |
| 40 | INVESCO EXCH TRD SLF IDX FD | $2.9M | 147036 | 0.69% |
| 41 | ISHARES TR | $2.9M | 108907 | 0.68% |
| 42 | ISHARES TR | $2.8M | 108663 | 0.68% |
| 43 | ISHARES TR | $2.7M | 102743 | 0.64% |
| 44 | ISHARES TR | $2.5M | 102848 | 0.60% |
| 45 | ISHARES TR | $2.4M | 48095 | 0.58% |
| 46 | SPDR INDEX SHS FDS | $2.2M | 16307 | 0.53% |
| 47 | JPMORGAN CHASE & CO | $2.1M | 7048 | 0.50% |
| 48 | VANGUARD WORLD FD | $1.9M | 17377 | 0.47% |
| 49 | GE AEROSPACE | $1.9M | 6747 | 0.46% |
| 50 | JOHNSON & JOHNSON | $1.8M | 7401 | 0.43% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.