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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD STAR FDS | $24.6M | 334556 | 11.61% |
| 2 | ISHARES TR | $11.2M | 105536 | 5.31% |
| 3 | NVIDIA CORPORATION | $8.9M | 47775 | 4.21% |
| 4 | MICROSOFT CORP | $8.1M | 15711 | 3.85% |
| 5 | APPLE INC | $7.9M | 31023 | 3.73% |
| 6 | ALPHABET INC | $7.1M | 29121 | 3.35% |
| 7 | ISHARES TR | $6.7M | 70870 | 3.19% |
| 8 | AMERICAN CENTY ETF TR | $6.6M | 137714 | 3.10% |
| 9 | PIMCO ETF TR | $5.9M | 60131 | 2.80% |
| 10 | ISHARES TR | $5.0M | 46816 | 2.36% |
| 11 | AMERICAN CENTY ETF TR | $4.8M | 48623 | 2.29% |
| 12 | AMAZON COM INC | $4.2M | 18901 | 1.96% |
| 13 | JPMORGAN CHASE & CO. | $3.7M | 11881 | 1.77% |
| 14 | META PLATFORMS INC | $3.7M | 4978 | 1.73% |
| 15 | ABBVIE INC | $3.6M | 15635 | 1.71% |
| 16 | VISA INC | $3.4M | 10053 | 1.62% |
| 17 | PROGRESSIVE CORP | $3.0M | 12329 | 1.44% |
| 18 | MARSH & MCLENNAN COS INC | $3.0M | 14994 | 1.43% |
| 19 | UNION PAC CORP | $3.0M | 12617 | 1.41% |
| 20 | SNAP ON INC | $2.8M | 8035 | 1.32% |
| 21 | ULTA BEAUTY INC | $2.6M | 4774 | 1.23% |
| 22 | ZOETIS INC | $2.4M | 16736 | 1.16% |
| 23 | LAM RESEARCH CORP | $2.4M | 18196 | 1.15% |
| 24 | MCDONALDS CORP | $2.4M | 7805 | 1.12% |
| 25 | PROCTER AND GAMBLE CO | $2.4M | 15406 | 1.12% |
| 26 | ELECTRONIC ARTS INC | $2.4M | 11723 | 1.12% |
| 27 | HOME DEPOT INC | $2.3M | 5729 | 1.10% |
| 28 | RESMED INC | $2.3M | 8403 | 1.09% |
| 29 | DIMENSIONAL ETF TRUST | $2.2M | 70465 | 1.06% |
| 30 | CADENCE DESIGN SYSTEM INC | $2.2M | 6165 | 1.02% |
| 31 | ADOBE INC | $2.2M | 6113 | 1.02% |
| 32 | BLACKROCK INC | $2.1M | 1841 | 1.01% |
| 33 | KLA CORP | $2.1M | 1951 | 0.99% |
| 34 | AMEREN CORP | $2.1M | 19782 | 0.98% |
| 35 | EXPEDITORS INTL WASH INC | $2.0M | 16505 | 0.96% |
| 36 | T-MOBILE US INC | $1.9M | 7975 | 0.90% |
| 37 | PEPSICO INC | $1.8M | 13115 | 0.87% |
| 38 | UNITEDHEALTH GROUP INC | $1.8M | 5250 | 0.86% |
| 39 | VANGUARD MUN BD FDS | $1.8M | 23075 | 0.84% |
| 40 | BROADCOM INC | $1.7M | 5285 | 0.82% |
| 41 | LOCKHEED MARTIN CORP | $1.7M | 3378 | 0.80% |
| 42 | GENERAL MLS INC | $1.7M | 33292 | 0.79% |
| 43 | CHEVRON CORP NEW | $1.6M | 10120 | 0.74% |
| 44 | CISCO SYS INC | $1.5M | 22046 | 0.71% |
| 45 | SHERWIN WILLIAMS CO | $1.3M | 3873 | 0.63% |
| 46 | DELL TECHNOLOGIES INC | $1.3M | 9185 | 0.62% |
| 47 | ACCENTURE PLC IRELAND | $1.2M | 5021 | 0.58% |
| 48 | PUBLIC STORAGE OPER CO | $1.2M | 4275 | 0.58% |
| 49 | EOG RES INC | $1.2M | 10881 | 0.58% |
| 50 | NETFLIX INC | $1.2M | 1007 | 0.57% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.