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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | $32.0M | 498789 | 15.44% |
| 2 | SCHWAB STRATEGIC TR | $22.9M | 984581 | 11.05% |
| 3 | VANGUARD INDEX FDS | $21.9M | 111646 | 10.58% |
| 4 | VANGUARD INDEX FDS | $20.5M | 47022 | 9.92% |
| 5 | VANGUARD CHARLOTTE FDS | $13.7M | 285942 | 6.64% |
| 6 | VANGUARD MUN BD FDS | $12.2M | 244958 | 5.90% |
| 7 | VANGUARD STAR FDS | $11.5M | 149344 | 5.56% |
| 8 | VANGUARD INTL EQUITY INDEX F | $8.6M | 158379 | 4.14% |
| 9 | VANGUARD INDEX FDS | $7.5M | 23341 | 3.62% |
| 10 | SPDR SERIES TRUST | $6.4M | 140767 | 3.08% |
| 11 | VANGUARD INDEX FDS | $6.2M | 33888 | 3.02% |
| 12 | VANGUARD INDEX FDS | $5.6M | 21676 | 2.69% |
| 13 | VANGUARD INDEX FDS | $5.3M | 24246 | 2.54% |
| 14 | VANGUARD INDEX FDS | $5.2M | 17038 | 2.49% |
| 15 | SCHWAB STRATEGIC TR | $5.0M | 200231 | 2.39% |
| 16 | SCHWAB STRATEGIC TR | $4.6M | 177987 | 2.20% |
| 17 | VANGUARD BD INDEX FDS | $3.1M | 41839 | 1.49% |
| 18 | SCHWAB STRATEGIC TR | $2.0M | 68139 | 0.96% |
| 19 | ISHARES TR | $1.8M | 16816 | 0.86% |
| 20 | SCHWAB STRATEGIC TR | $1.7M | 51789 | 0.82% |
| 21 | SCHWAB STRATEGIC TR | $1.7M | 58188 | 0.82% |
| 22 | ISHARES TR | $1.7M | 33534 | 0.81% |
| 23 | VANGUARD SPECIALIZED FUNDS | $1.3M | 6040 | 0.63% |
| 24 | SCHWAB STRATEGIC TR | $1.1M | 34381 | 0.51% |
| 25 | ISHARES TR | $896K | 1371 | 0.43% |
| 26 | BERKSHIRE HATHAWAY INC DEL | $718K | 1 | 0.35% |
| 27 | EXXON MOBIL CORP | $438K | 2581 | 0.21% |
| 28 | SCHWAB STRATEGIC TR | $357K | 11717 | 0.17% |
| 29 | SCHWAB STRATEGIC TR | $301K | 9821 | 0.15% |
| 30 | ISHARES TR | $297K | 2990 | 0.14% |
| 31 | VANGUARD INDEX FDS | $268K | 449 | 0.13% |
| 32 | ISHARES TR | $248K | 1000 | 0.12% |
| 33 | VANGUARD INDEX FDS | $239K | 2695 | 0.12% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.