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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $34.5M | 888785 | 13.88% |
| 2 | DIMENSIONAL ETF TRUST | $20.4M | 387218 | 8.21% |
| 3 | DIMENSIONAL ETF TRUST | $19.7M | 405795 | 7.90% |
| 4 | DIMENSIONAL ETF TRUST | $18.6M | 297224 | 7.46% |
| 5 | DIMENSIONAL ETF TRUST | $11.5M | 239917 | 4.62% |
| 6 | AMERICAN CENTY ETF TR | $10.3M | 103092 | 4.14% |
| 7 | EA SERIES TRUST | $10.1M | 397894 | 4.06% |
| 8 | AMERICAN CENTY ETF TR | $7.2M | 88967 | 2.88% |
| 9 | VANGUARD INDEX FDS | $7.2M | 23702 | 2.88% |
| 10 | ISHARES TR | $6.1M | 42852 | 2.45% |
| 11 | VANGUARD SCOTTSDALE FDS | $5.7M | 96439 | 2.31% |
| 12 | VANGUARD INDEX FDS | $5.6M | 12896 | 2.26% |
| 13 | DIMENSIONAL ETF TRUST | $5.5M | 77483 | 2.21% |
| 14 | DIMENSIONAL ETF TRUST | $5.5M | 160879 | 2.20% |
| 15 | APPLE INC | $4.5M | 17867 | 1.82% |
| 16 | AMERICAN CENTY ETF TR | $3.9M | 35186 | 1.56% |
| 17 | DIMENSIONAL ETF TRUST | $3.4M | 93533 | 1.38% |
| 18 | INVESCO QQQ TR | $3.2M | 5619 | 1.30% |
| 19 | AMERICAN CENTY ETF TR | $3.0M | 37089 | 1.20% |
| 20 | DIMENSIONAL ETF TRUST | $3.0M | 42024 | 1.20% |
| 21 | INVESCO EXCHANGE TRADED FD T | $2.7M | 45290 | 1.10% |
| 22 | DIMENSIONAL ETF TRUST | $2.6M | 79316 | 1.03% |
| 23 | ISHARES TR | $2.4M | 49224 | 0.95% |
| 24 | DIMENSIONAL ETF TRUST | $2.4M | 69561 | 0.95% |
| 25 | ISHARES TR | $2.3M | 28072 | 0.94% |
| 26 | DIMENSIONAL ETF TRUST | $2.3M | 67784 | 0.94% |
| 27 | DIMENSIONAL ETF TRUST | $2.3M | 48575 | 0.93% |
| 28 | DIMENSIONAL ETF TRUST | $2.2M | 56679 | 0.90% |
| 29 | VANGUARD WORLD FD | $2.2M | 6041 | 0.89% |
| 30 | GOLDMAN SACHS ETF TR | $2.2M | 17600 | 0.88% |
| 31 | VANGUARD BD INDEX FDS | $1.9M | 25182 | 0.78% |
| 32 | DIMENSIONAL ETF TRUST | $1.9M | 53850 | 0.76% |
| 33 | VANGUARD INTL EQUITY INDEX F | $1.6M | 35277 | 0.63% |
| 34 | SCHWAB STRATEGIC TR | $1.5M | 31187 | 0.59% |
| 35 | EXXON MOBIL CORP | $1.4M | 8378 | 0.57% |
| 36 | M & T BK CORP | $1.3M | 6071 | 0.50% |
| 37 | VANGUARD INDEX FDS | $1.2M | 13369 | 0.48% |
| 38 | AMAZON COM INC | $1.2M | 5548 | 0.46% |
| 39 | MICROSOFT CORP | $1.1M | 3061 | 0.46% |
| 40 | VANGUARD MALVERN FDS | $1.1M | 22451 | 0.45% |
| 41 | SELECT SECTOR SPDR TR | $1.0M | 7855 | 0.42% |
| 42 | GOLDMAN SACHS ETF TR | $1.0M | 23174 | 0.40% |
| 43 | ISHARES TR | $942K | 20373 | 0.38% |
| 44 | VANGUARD INDEX FDS | $940K | 4326 | 0.38% |
| 45 | SPDR SERIES TRUST | $764K | 16858 | 0.31% |
| 46 | VANGUARD INDEX FDS | $758K | 2362 | 0.30% |
| 47 | ISHARES TR | $746K | 14044 | 0.30% |
| 48 | NVIDIA CORPORATION | $745K | 4269 | 0.30% |
| 49 | GE AEROSPACE | $729K | 2570 | 0.29% |
| 50 | ISHARES TR | $722K | 3008 | 0.29% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.