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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $37.4M | 737706 | 12.78% |
| 2 | VANGUARD MALVERN FDS | $33.8M | 437209 | 11.56% |
| 3 | DIMENSIONAL ETF TRUST | $21.8M | 455308 | 7.45% |
| 4 | DIMENSIONAL ETF TRUST | $17.3M | 446439 | 5.93% |
| 5 | VANGUARD MALVERN FDS | $16.0M | 319415 | 5.45% |
| 6 | AMERICAN CENTY ETF TR | $15.6M | 140466 | 5.34% |
| 7 | AMERICAN CENTY ETF TR | $14.2M | 175969 | 4.85% |
| 8 | AMERICAN CENTY ETF TR | $9.6M | 205237 | 3.30% |
| 9 | DIMENSIONAL ETF TRUST | $9.2M | 270834 | 3.14% |
| 10 | DIMENSIONAL ETF TRUST | $8.8M | 329549 | 2.99% |
| 11 | VANGUARD INSTL INDEX FD | $8.7M | 115370 | 2.98% |
| 12 | DIMENSIONAL ETF TRUST | $8.6M | 210344 | 2.95% |
| 13 | DIMENSIONAL ETF TRUST | $8.1M | 192203 | 2.77% |
| 14 | AMERICAN CENTY ETF TR | $4.9M | 57857 | 1.68% |
| 15 | DIMENSIONAL ETF TRUST | $3.8M | 111302 | 1.31% |
| 16 | VANGUARD WHITEHALL FDS | $3.5M | 36649 | 1.18% |
| 17 | ANDERSONS INC | $2.9M | 39984 | 0.98% |
| 18 | DIMENSIONAL ETF TRUST | $2.2M | 30775 | 0.75% |
| 19 | NVIDIA CORPORATION | $1.9M | 10991 | 0.66% |
| 20 | VANGUARD BD INDEX FDS | $1.5M | 20189 | 0.51% |
| 21 | VANGUARD MUN BD FDS | $1.3M | 17903 | 0.46% |
| 22 | DIMENSIONAL ETF TRUST | $1.3M | 26169 | 0.43% |
| 23 | DIMENSIONAL ETF TRUST | $1.1M | 21205 | 0.38% |
| 24 | ISHARES TR | $1.0M | 1574 | 0.35% |
| 25 | APPLE INC | $1.0M | 3941 | 0.34% |
| 26 | VANGUARD STAR FDS | $887K | 11500 | 0.30% |
| 27 | VANGUARD INDEX FDS | $820K | 4180 | 0.28% |
| 28 | ALPHABET INC | $808K | 2810 | 0.28% |
| 29 | VANGUARD INDEX FDS | $775K | 2417 | 0.26% |
| 30 | MICROSOFT CORP | $755K | 2040 | 0.26% |
| 31 | BERKSHIRE HATHAWAY INC DEL | $718K | 1 | 0.25% |
| 32 | INVESCO QQQ TR | $713K | 1235 | 0.24% |
| 33 | DIMENSIONAL ETF TRUST | $699K | 9825 | 0.24% |
| 34 | INVESCO EXCH TRD SLF IDX FD | $693K | 33948 | 0.24% |
| 35 | INVESCO EXCH TRD SLF IDX FD | $687K | 36807 | 0.23% |
| 36 | AMAZON COM INC | $668K | 3207 | 0.23% |
| 37 | VANGUARD INDEX FDS | $639K | 1069 | 0.22% |
| 38 | INVESCO EXCH TRD SLF IDX FD | $626K | 31874 | 0.21% |
| 39 | SPDR SERIES TRUST | $596K | 7000 | 0.20% |
| 40 | DIMENSIONAL ETF TRUST | $542K | 16013 | 0.19% |
| 41 | ISHARES TR | $536K | 8653 | 0.18% |
| 42 | GRAYSCALE BITCOIN TRUST ETF | $525K | 9946 | 0.18% |
| 43 | TAIWAN SEMICONDUCTOR MANUFAC | $482K | 1427 | 0.16% |
| 44 | JPMORGAN CHASE & CO | $482K | 1639 | 0.16% |
| 45 | SPDR GOLD TR | $471K | 1094 | 0.16% |
| 46 | GRAYSCALE ETHEREUM STAKING | $464K | 23370 | 0.16% |
| 47 | VANGUARD WORLD FD | $458K | 656 | 0.16% |
| 48 | ISHARES INC | $458K | 5825 | 0.16% |
| 49 | VANGUARD INTL EQUITY INDEX F | $445K | 10000 | 0.15% |
| 50 | ISHARES GOLD TR | $437K | 9348 | 0.15% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.