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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | $133.8M | 2897250 | 30.64% |
| 2 | VANGUARD INDEX FDS | $128.2M | 429065 | 29.36% |
| 3 | PIMCO ETF TR | $25.9M | 986924 | 5.92% |
| 4 | BLACKROCK ETF TRUST | $22.5M | 386256 | 5.15% |
| 5 | VANGUARD INDEX FDS | $22.5M | 78207 | 5.14% |
| 6 | ISHARES TR | $18.3M | 366684 | 4.20% |
| 7 | SPDR INDEX SHS FDS | $17.5M | 383909 | 4.01% |
| 8 | VANGUARD INDEX FDS | $12.0M | 45904 | 2.75% |
| 9 | AMERICAN CENTY ETF TR | $11.2M | 131557 | 2.56% |
| 10 | SPDR INDEX SHS FDS | $5.9M | 125388 | 1.35% |
| 11 | ISHARES TR | $3.9M | 34750 | 0.90% |
| 12 | VANGUARD MUN BD FDS | $3.8M | 75648 | 0.86% |
| 13 | ISHARES TR | $3.7M | 5661 | 0.85% |
| 14 | STATE STR SPDR S&P 500 ETF T | $3.6M | 5525 | 0.82% |
| 15 | ISHARES TR | $2.9M | 17863 | 0.66% |
| 16 | SCHWAB STRATEGIC TR | $2.4M | 97029 | 0.56% |
| 17 | PIMCO ETF TR | $2.1M | 46823 | 0.48% |
| 18 | APPLE INC | $1.9M | 7386 | 0.43% |
| 19 | ISHARES TR | $1.7M | 6932 | 0.40% |
| 20 | ISHARES TR | $1.4M | 6451 | 0.31% |
| 21 | DOMINION ENERGY INC | $1.2M | 20159 | 0.29% |
| 22 | ISHARES TR | $995K | 10235 | 0.23% |
| 23 | DIMENSIONAL ETF TRUST | $763K | 16909 | 0.17% |
| 24 | SOUTHERN CO | $688K | 7132 | 0.16% |
| 25 | CSX CORP | $678K | 16521 | 0.16% |
| 26 | SCHWAB STRATEGIC TR | $656K | 25569 | 0.15% |
| 27 | VANGUARD INDEX FDS | $610K | 1900 | 0.14% |
| 28 | ISHARES TR | $542K | 1462 | 0.12% |
| 29 | VANGUARD INDEX FDS | $538K | 1231 | 0.12% |
| 30 | MCDONALDS CORP | $512K | 1649 | 0.12% |
| 31 | TRUIST FINL CORP | $466K | 10142 | 0.11% |
| 32 | VANGUARD WORLD FD | $433K | 1830 | 0.10% |
| 33 | VANGUARD INDEX FDS | $398K | 2028 | 0.09% |
| 34 | BERKSHIRE HATHAWAY INC DEL | $394K | 823 | 0.09% |
| 35 | DUKE ENERGY CORP NEW | $350K | 2672 | 0.08% |
| 36 | ISHARES TR | $343K | 2675 | 0.08% |
| 37 | VANGUARD WORLD FD | $314K | 855 | 0.07% |
| 38 | UNITED PARCEL SVCS INC | $265K | 2690 | 0.06% |
| 39 | EXXON MOBIL CORP | $257K | 1514 | 0.06% |
| 40 | LOCKHEED MARTIN CORP | $231K | 383 | 0.05% |
| 41 | INTERNATIONAL BUSINESS MACHS | $226K | 932 | 0.05% |
| 42 | JPMORGAN CHASE & CO | $219K | 744 | 0.05% |
| 43 | VANGUARD INDEX FDS | $216K | 362 | 0.05% |
| 44 | BRISTOL-MYERS SQUIBB CO | $206K | 3403 | 0.05% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.