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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $167.3M | 852,879 | 14.25% |
| 2 | VANGUARD INDEX FDS | $142.2M | 325,657 | 12.11% |
| 3 | VANGUARD INDEX FDS | $57.7M | 179,893 | 4.91% |
| 4 | NVIDIA CORPORATION | $43.7M | 250,857 | 3.73% |
| 5 | DIMENSIONAL ETF TRUST | $40.2M | 1,031,892 | 3.42% |
| 6 | APPLE INC | $35.8M | 141,157 | 3.05% |
| 7 | VANGUARD BD INDEX FDS | $28.4M | 368,287 | 2.42% |
| 8 | MICROSOFT CORP | $23.1M | 62,502 | 1.97% |
| 9 | DIMENSIONAL ETF TRUST | $20.0M | 590,888 | 1.70% |
| 10 | AMAZON COM INC | $15.6M | 75,085 | 1.33% |
| 11 | ALPHABET INC | $13.8M | 47,863 | 1.17% |
| 12 | VANGUARD INDEX FDS | $12.3M | 56,396 | 1.04% |
| 13 | BROADCOM INC | $12.2M | 39,505 | 1.04% |
| 14 | ALPHABET INC | $12.1M | 42,154 | 1.03% |
| 15 | VANGUARD INTL EQUITY INDEX F | $11.8M | 218,728 | 1.01% |
| 16 | VANGUARD INDEX FDS | $11.7M | 63,399 | 0.99% |
| 17 | VANGUARD INDEX FDS | $11.3M | 44,070 | 0.97% |
| 18 | META PLATFORMS INC | $11.1M | 19,484 | 0.95% |
| 19 | SCHWAB STRATEGIC TR | $10.6M | 421,975 | 0.90% |
| 20 | SCHWAB STRATEGIC TR | $10.4M | 358,136 | 0.89% |
| 21 | BERKSHIRE HATHAWAY INC DEL | $8.1M | 16,902 | 0.69% |
| 22 | JPMORGAN CHASE & CO | $7.9M | 26,974 | 0.68% |
| 23 | TESLA INC | $7.9M | 21,248 | 0.67% |
| 24 | VANGUARD INDEX FDS | $7.5M | 24,933 | 0.64% |
| 25 | ELI LILLY & CO | $7.4M | 8,049 | 0.63% |
| 26 | STATE STR SPDR S&P 500 ETF T | $7.3M | 11,199 | 0.62% |
| 27 | EXXON MOBIL CORP | $7.2M | 42,535 | 0.61% |
| 28 | VANGUARD INDEX FDS | $6.0M | 10,025 | 0.51% |
| 29 | WALMART INC | $5.9M | 47,723 | 0.51% |
| 30 | VANGUARD INDEX FDS | $5.8M | 65,368 | 0.49% |
| 31 | ABBVIE INC | $5.7M | 26,406 | 0.49% |
| 32 | COSTCO WHOLESALE CORPORATION | $5.1M | 5,131 | 0.44% |
| 33 | GE VERNOVA INC | $4.9M | 5,659 | 0.42% |
| 34 | JOHNSON & JOHNSON | $4.8M | 19,590 | 0.41% |
| 35 | PROCTER & GAMBLE CO | $4.8M | 33,111 | 0.41% |
| 36 | VISA INC | $4.6M | 15,121 | 0.39% |
| 37 | ISHARES TR | $4.4M | 6,811 | 0.38% |
| 38 | SPDR SERIES TRUST | $4.3M | 44,940 | 0.37% |
| 39 | NETFLIX INC. | $4.3M | 44,902 | 0.37% |
| 40 | PALANTIR TECHNOLOGIES INC | $4.1M | 28,328 | 0.35% |
| 41 | GE AEROSPACE | $4.1M | 14,330 | 0.35% |
| 42 | MICRON TECHNOLOGY INC | $4.0M | 11,967 | 0.34% |
| 43 | VANGUARD SPECIALIZED FUNDS | $3.9M | 18,096 | 0.33% |
| 44 | SCHWAB STRATEGIC TR | $3.9M | 127,518 | 0.33% |
| 45 | CATERPILLAR INC | $3.8M | 5,310 | 0.32% |
| 46 | APPLIED MATLS INC | $3.7M | 10,931 | 0.32% |
| 47 | ISHARES TR | $3.6M | 16,628 | 0.30% |
| 48 | ADVANCED MICRO DEVICES INC | $3.5M | 17,256 | 0.30% |
| 49 | MASTERCARD INCORPORATED | $3.4M | 6,885 | 0.29% |
| 50 | WESTERN DIGITAL CORP | $3.4M | 12,488 | 0.29% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.