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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | $57.0M | 87294 | 8.30% |
| 2 | VANGUARD INDEX FDS | $52.2M | 265923 | 7.59% |
| 3 | ISHARES TR | $50.4M | 118212 | 7.33% |
| 4 | VANGUARD INDEX FDS | $47.1M | 146799 | 6.85% |
| 5 | ISHARES TR | $42.2M | 425375 | 6.14% |
| 6 | VANGUARD SPECIALIZED FUNDS | $38.8M | 180382 | 5.64% |
| 7 | VANGUARD BD INDEX FDS | $29.5M | 400097 | 4.29% |
| 8 | ISHARES TR | $25.5M | 378336 | 3.72% |
| 9 | VANGUARD STAR FDS | $24.1M | 312425 | 3.51% |
| 10 | VANGUARD INDEX FDS | $21.1M | 48411 | 3.08% |
| 11 | ISHARES TR | $20.8M | 167681 | 3.03% |
| 12 | ISHARES TR | $20.0M | 216124 | 2.92% |
| 13 | ISHARES INC | $16.1M | 134626 | 2.34% |
| 14 | ISHARES INC | $14.7M | 211440 | 2.15% |
| 15 | VANGUARD INDEX FDS | $14.5M | 24203 | 2.10% |
| 16 | ISHARES TR | $14.3M | 100274 | 2.08% |
| 17 | ISHARES TR | $12.0M | 138261 | 1.74% |
| 18 | J P MORGAN EXCHANGE TRADED F | $11.7M | 234829 | 1.71% |
| 19 | VANGUARD MUN BD FDS | $10.3M | 207164 | 1.50% |
| 20 | APPLE INC | $10.2M | 40299 | 1.49% |
| 21 | VANGUARD WHITEHALL FDS | $9.5M | 64370 | 1.39% |
| 22 | ISHARES TR | $9.5M | 89186 | 1.38% |
| 23 | ISHARES TR | $8.3M | 91381 | 1.20% |
| 24 | SCHWAB STRATEGIC TR | $6.6M | 216665 | 0.97% |
| 25 | VANGUARD WELLINGTON FD | $6.2M | 39930 | 0.90% |
| 26 | VANGUARD INDEX FDS | $6.0M | 22973 | 0.88% |
| 27 | VANGUARD SCOTTSDALE FDS | $5.8M | 97636 | 0.85% |
| 28 | DIMENSIONAL ETF TRUST | $5.1M | 112670 | 0.74% |
| 29 | VANGUARD INDEX FDS | $5.0M | 17529 | 0.73% |
| 30 | MICROSOFT CORP | $5.0M | 13409 | 0.72% |
| 31 | ISHARES TR | $3.6M | 26507 | 0.52% |
| 32 | ISHARES TR | $3.1M | 21999 | 0.46% |
| 33 | STATE STR SPDR S&P 500 ETF T | $2.7M | 4213 | 0.40% |
| 34 | ISHARES TR | $2.7M | 39521 | 0.39% |
| 35 | ALPHABET INC | $2.6M | 9053 | 0.38% |
| 36 | AMAZON COM INC | $2.5M | 12215 | 0.37% |
| 37 | VANGUARD INTL EQUITY INDEX F | $2.5M | 46495 | 0.37% |
| 38 | VANGUARD TAX-MANAGED FDS | $2.4M | 36941 | 0.34% |
| 39 | JPMORGAN CHASE & CO | $2.4M | 8015 | 0.34% |
| 40 | VANGUARD INTL EQUITY INDEX F | $2.4M | 31342 | 0.34% |
| 41 | SELECT SECTOR SPDR TR | $2.1M | 16184 | 0.31% |
| 42 | NVIDIA CORPORATION | $2.1M | 12296 | 0.31% |
| 43 | ISHARES TR | $2.1M | 20927 | 0.31% |
| 44 | ALPHABET INC | $1.9M | 6800 | 0.28% |
| 45 | COSTCO WHOLESALE CORPORATION | $1.8M | 1830 | 0.27% |
| 46 | VANGUARD MALVERN FDS | $1.8M | 35179 | 0.26% |
| 47 | BERKSHIRE HATHAWAY INC DEL | $1.7M | 3521 | 0.25% |
| 48 | META PLATFORMS INC | $1.7M | 2930 | 0.24% |
| 49 | VISA INC | $1.6M | 5436 | 0.24% |
| 50 | ISHARES TR | $1.6M | 66433 | 0.23% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.