
Loading portfolio…

Loading portfolio…
| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | $30.9M | 528506 | 11.19% |
| 2 | ISHARES TR | $20.5M | 203959 | 7.43% |
| 3 | DIMENSIONAL ETF TRUST | $19.2M | 467329 | 6.95% |
| 4 | DIMENSIONAL ETF TRUST | $18.6M | 438287 | 6.72% |
| 5 | DIMENSIONAL ETF TRUST | $17.1M | 403966 | 6.20% |
| 6 | DIMENSIONAL ETF TRUST | $14.1M | 362046 | 5.09% |
| 7 | DIMENSIONAL ETF TRUST | $10.6M | 254425 | 3.84% |
| 8 | SCHWAB STRATEGIC TR | $10.3M | 409952 | 3.72% |
| 9 | DIMENSIONAL ETF TRUST | $8.1M | 228651 | 2.94% |
| 10 | APPLE INC | $7.3M | 28902 | 2.65% |
| 11 | NVIDIA CORPORATION | $7.1M | 40541 | 2.56% |
| 12 | SCHWAB STRATEGIC TR | $5.2M | 209368 | 1.87% |
| 13 | MICROSOFT CORP | $4.1M | 11127 | 1.49% |
| 14 | DIMENSIONAL ETF TRUST | $3.5M | 100442 | 1.26% |
| 15 | META PLATFORMS INC | $3.3M | 5843 | 1.21% |
| 16 | ALPHABET INC | $3.0M | 10294 | 1.07% |
| 17 | AMAZON COM INC | $3.0M | 14183 | 1.07% |
| 18 | DIMENSIONAL ETF TRUST | $2.7M | 56355 | 0.98% |
| 19 | ALPHABET INC | $2.6M | 9070 | 0.94% |
| 20 | BROADCOM INC | $2.5M | 8165 | 0.91% |
| 21 | VANGUARD INDEX FDS | $2.4M | 7495 | 0.87% |
| 22 | JPMORGAN CHASE & CO | $2.2M | 7417 | 0.79% |
| 23 | VANGUARD TAX-MANAGED FDS | $1.9M | 30419 | 0.71% |
| 24 | ASML HLDG NV | $1.9M | 1474 | 0.70% |
| 25 | DIMENSIONAL ETF TRUST | $1.9M | 27240 | 0.70% |
| 26 | TESLA INC | $1.8M | 4835 | 0.65% |
| 27 | DIMENSIONAL ETF TRUST | $1.6M | 22188 | 0.57% |
| 28 | COSTCO WHOLESALE CORPORATION | $1.4M | 1383 | 0.50% |
| 29 | WALMART INC | $1.2M | 9912 | 0.45% |
| 30 | NOVARTIS AG | $1.2M | 7908 | 0.44% |
| 31 | ROYAL BK CDA | $1.1M | 6968 | 0.41% |
| 32 | ELI LILLY & CO | $1.1M | 1214 | 0.40% |
| 33 | ISHARES TR | $1.0M | 7166 | 0.38% |
| 34 | JOHNSON & JOHNSON | $1.0M | 4201 | 0.37% |
| 35 | ISHARES INC | $1.0M | 14529 | 0.37% |
| 36 | BERKSHIRE HATHAWAY INC DEL | $992K | 2070 | 0.36% |
| 37 | ISHARES TR | $931K | 9375 | 0.34% |
| 38 | VISA INC | $917K | 3035 | 0.33% |
| 39 | SPDR SERIES TRUST | $917K | 11982 | 0.33% |
| 40 | HSBC HLDGS PLC | $855K | 10361 | 0.31% |
| 41 | CATERPILLAR INC | $835K | 1179 | 0.30% |
| 42 | ABBVIE INC | $798K | 3667 | 0.29% |
| 43 | ASTRAZENECA PLC | $789K | 4003 | 0.29% |
| 44 | MASTERCARD INCORPORATED | $780K | 1561 | 0.28% |
| 45 | TOYOTA MOTOR CORP | $756K | 3670 | 0.27% |
| 46 | MITSUBISHI UFJ FINANCIAL GRO | $732K | 43112 | 0.26% |
| 47 | ORACLE CORP | $730K | 4959 | 0.26% |
| 48 | VANGUARD INTL EQUITY INDEX F | $718K | 5190 | 0.26% |
| 49 | SONY GROUP CORP | $718K | 34669 | 0.26% |
| 50 | BANCO SANTANDER SA | $710K | 62971 | 0.26% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.