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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $64.7M | 329930 | 17.93% |
| 2 | DIMENSIONAL ETF TRUST | $62.6M | 882588 | 17.34% |
| 3 | VANGUARD TAX-MANAGED FDS | $52.4M | 818156 | 14.52% |
| 4 | FIDELITY MERRIMACK STR TR | $46.5M | 1018206 | 12.87% |
| 5 | VANGUARD INDEX FDS | $37.4M | 116729 | 10.37% |
| 6 | VANGUARD INDEX FDS | $18.3M | 99296 | 5.07% |
| 7 | DIMENSIONAL ETF TRUST | $14.4M | 230282 | 3.98% |
| 8 | VANGUARD INTL EQUITY INDEX F | $10.9M | 145683 | 3.03% |
| 9 | SCHWAB STRATEGIC TR | $4.8M | 155478 | 1.32% |
| 10 | VANGUARD MUN BD FDS | $4.4M | 88724 | 1.23% |
| 11 | SPDR INDEX SHS FDS | $3.2M | 67973 | 0.88% |
| 12 | VANGUARD INDEX FDS | $3.0M | 13636 | 0.82% |
| 13 | APPLE INC | $2.8M | 11188 | 0.79% |
| 14 | SPDR SERIES TRUST | $2.4M | 78632 | 0.65% |
| 15 | ISHARES TR | $2.2M | 22605 | 0.60% |
| 16 | VANGUARD INTL EQUITY INDEX F | $2.1M | 39523 | 0.59% |
| 17 | VANGUARD STAR FDS | $1.9M | 25118 | 0.54% |
| 18 | VANGUARD INDEX FDS | $1.5M | 2505 | 0.41% |
| 19 | ISHARES TR | $1.5M | 10282 | 0.40% |
| 20 | VANGUARD INDEX FDS | $1.3M | 4577 | 0.36% |
| 21 | SCHWAB STRATEGIC TR | $1.3M | 38742 | 0.35% |
| 22 | J P MORGAN EXCHANGE TRADED F | $994K | 19505 | 0.28% |
| 23 | BERKSHIRE HATHAWAY INC DEL | $916K | 1913 | 0.25% |
| 24 | ISHARES INC | $867K | 11034 | 0.24% |
| 25 | ISHARES INC | $866K | 19056 | 0.24% |
| 26 | SPDR SERIES TRUST | $801K | 10142 | 0.22% |
| 27 | NVIDIA CORPORATION | $771K | 4427 | 0.21% |
| 28 | AMAZON COM INC | $736K | 3535 | 0.20% |
| 29 | SPDR GOLD TR | $696K | 1619 | 0.19% |
| 30 | BOOZ ALLEN HAMILTON HLDG COR | $636K | 8160 | 0.18% |
| 31 | INVESCO QQQ TR | $625K | 1084 | 0.17% |
| 32 | SCHWAB STRATEGIC TR | $621K | 24779 | 0.17% |
| 33 | JPMORGAN CHASE & CO | $592K | 2015 | 0.16% |
| 34 | INTUITIVE SURGICAL INC | $541K | 1175 | 0.15% |
| 35 | ISHARES TR | $523K | 11143 | 0.14% |
| 36 | ISHARES TR | $521K | 4915 | 0.14% |
| 37 | AEGON LTD | $515K | 71009 | 0.14% |
| 38 | NORFOLK SOUTHN CORP | $474K | 1653 | 0.13% |
| 39 | MICROSOFT CORP | $472K | 1277 | 0.13% |
| 40 | ISHARES TR | $424K | 650 | 0.12% |
| 41 | RTX CORPORATION | $415K | 2155 | 0.11% |
| 42 | ISHARES TR | $405K | 2847 | 0.11% |
| 43 | DOMINION ENERGY INC | $405K | 6560 | 0.11% |
| 44 | CARLISLE COS INC | $399K | 1196 | 0.11% |
| 45 | ALPHABET INC | $399K | 1394 | 0.11% |
| 46 | EXXON MOBIL CORP | $382K | 2256 | 0.11% |
| 47 | META PLATFORMS INC | $365K | 639 | 0.10% |
| 48 | CHEVRON CORPORATION | $357K | 1728 | 0.10% |
| 49 | SPDR INDEX SHS FDS | $355K | 7781 | 0.10% |
| 50 | ALPHABET INC | $354K | 1232 | 0.10% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.