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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $12.7M | 21246 | 6.31% |
| 2 | PIMCO ETF TR | $8.6M | 85667 | 4.28% |
| 3 | VANGUARD CHARLOTTE FDS | $7.8M | 162431 | 3.88% |
| 4 | VANGUARD WORLD FD | $7.4M | 20074 | 3.66% |
| 5 | ISHARES TR | $6.2M | 68148 | 3.06% |
| 6 | ISHARES TR | $6.1M | 264363 | 3.01% |
| 7 | VANGUARD WORLD FD | $5.4M | 37087 | 2.67% |
| 8 | ISHARES TR | $5.2M | 102193 | 2.60% |
| 9 | MICROSOFT CORP | $4.6M | 12504 | 2.30% |
| 10 | ISHARES TR | $4.3M | 36072 | 2.12% |
| 11 | VANGUARD SCOTTSDALE FDS | $4.2M | 90165 | 2.10% |
| 12 | APPLE INC | $4.0M | 15599 | 1.97% |
| 13 | ISHARES TR | $3.9M | 73295 | 1.94% |
| 14 | FIRST TR EXCHANGE-TRADED FD | $3.8M | 75198 | 1.89% |
| 15 | NVIDIA CORPORATION | $3.8M | 21802 | 1.89% |
| 16 | FIRST TR EXCHANGE TRAD FD VI | $3.8M | 112098 | 1.88% |
| 17 | FIRST TR EXCH TRADED FD III | $3.5M | 49229 | 1.72% |
| 18 | VANGUARD BD INDEX FDS | $3.3M | 45392 | 1.66% |
| 19 | ISHARES INC | $3.1M | 43747 | 1.52% |
| 20 | ALPHABET INC | $2.9M | 10061 | 1.44% |
| 21 | ISHARES TR | $2.7M | 63610 | 1.34% |
| 22 | BROADCOM INC | $2.6M | 8377 | 1.29% |
| 23 | NEXTERA ENERGY INC | $2.3M | 24903 | 1.15% |
| 24 | ISHARES TR | $2.3M | 22727 | 1.14% |
| 25 | META PLATFORMS INC | $2.2M | 3777 | 1.07% |
| 26 | ISHARES TR | $2.1M | 42141 | 1.05% |
| 27 | VANGUARD SCOTTSDALE FDS | $2.0M | 24734 | 1.02% |
| 28 | VANGUARD INDEX FDS | $1.9M | 8815 | 0.95% |
| 29 | VANGUARD INDEX FDS | $1.9M | 10091 | 0.92% |
| 30 | FIRST TR EXCHANGE-TRADED FD | $1.8M | 36988 | 0.91% |
| 31 | AT&T INC | $1.8M | 63412 | 0.91% |
| 32 | PROCTER & GAMBLE CO | $1.8M | 12634 | 0.91% |
| 33 | NEWMONT CORP | $1.7M | 16155 | 0.87% |
| 34 | SPDR SERIES TRUST | $1.7M | 51066 | 0.85% |
| 35 | SPDR SERIES TRUST | $1.7M | 59352 | 0.84% |
| 36 | UNITED THERAPEUTICS CORP DEL | $1.7M | 2856 | 0.84% |
| 37 | SPDR SERIES TRUST | $1.7M | 57392 | 0.83% |
| 38 | VANGUARD INDEX FDS | $1.6M | 7940 | 0.81% |
| 39 | SYNCHRONY FINANCIAL | $1.6M | 22897 | 0.77% |
| 40 | SPDR SERIES TRUST | $1.5M | 19376 | 0.76% |
| 41 | FOX CORP | $1.4M | 24664 | 0.72% |
| 42 | ALTRIA GROUP INC | $1.4M | 21195 | 0.69% |
| 43 | VANGUARD INDEX FDS | $1.4M | 5303 | 0.68% |
| 44 | FIRST TR EXCHANGE TRAD FD VI | $1.3M | 47003 | 0.67% |
| 45 | JPMORGAN CHASE & CO | $1.3M | 4497 | 0.66% |
| 46 | VERIZON COMMUNICATIONS INC | $1.3M | 26214 | 0.65% |
| 47 | ISHARES TR | $1.2M | 13079 | 0.62% |
| 48 | AMAZON COM INC | $1.2M | 5991 | 0.62% |
| 49 | SPDR SERIES TRUST | $1.1M | 50874 | 0.57% |
| 50 | TESLA INC | $1.1M | 2891 | 0.53% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.