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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $153.6M | 478643 | 12.28% |
| 2 | DIMENSIONAL ETF TRUST | $149.1M | 3835945 | 11.92% |
| 3 | META PLATFORMS INC | $104.3M | 182387 | 8.35% |
| 4 | VANGUARD INDEX FDS | $40.6M | 68007 | 3.25% |
| 5 | DIMENSIONAL ETF TRUST | $38.1M | 1120695 | 3.04% |
| 6 | VANGUARD TAX-MANAGED FDS | $33.6M | 525132 | 2.69% |
| 7 | STATE STR SPDR S&P 500 ETF T | $32.3M | 49688 | 2.58% |
| 8 | DIMENSIONAL ETF TRUST | $31.1M | 641341 | 2.49% |
| 9 | APPLE INC | $27.5M | 108549 | 2.20% |
| 10 | AMERICAN CENTY ETF TR | $27.3M | 322155 | 2.19% |
| 11 | AMERICAN CENTY ETF TR | $21.7M | 195220 | 1.74% |
| 12 | DIMENSIONAL ETF TRUST | $19.8M | 317234 | 1.58% |
| 13 | VANGUARD STAR FDS | $17.6M | 228438 | 1.41% |
| 14 | DIMENSIONAL ETF TRUST | $17.4M | 245094 | 1.39% |
| 15 | DIMENSIONAL ETF TRUST | $14.6M | 423256 | 1.17% |
| 16 | DIMENSIONAL ETF TRUST | $13.7M | 347176 | 1.10% |
| 17 | DIMENSIONAL ETF TRUST | $13.6M | 387114 | 1.08% |
| 18 | ALPHABET INC | $13.0M | 45306 | 1.04% |
| 19 | AMERICAN CENTY ETF TR | $12.6M | 156443 | 1.01% |
| 20 | DIMENSIONAL ETF TRUST | $12.5M | 236652 | 1.00% |
| 21 | SPDR GOLD TR | $12.3M | 28476 | 0.98% |
| 22 | VANGUARD INDEX FDS | $11.5M | 129455 | 0.92% |
| 23 | DIMENSIONAL ETF TRUST | $11.4M | 321536 | 0.91% |
| 24 | OKLO INC | $11.1M | 223350 | 0.89% |
| 25 | VANGUARD INTL EQUITY INDEX F | $11.0M | 203967 | 0.88% |
| 26 | VANGUARD MUN BD FDS | $10.6M | 211848 | 0.85% |
| 27 | VANGUARD INDEX FDS | $10.4M | 48075 | 0.84% |
| 28 | VANGUARD INDEX FDS | $9.9M | 22628 | 0.79% |
| 29 | ALPHABET INC | $9.3M | 32191 | 0.74% |
| 30 | AMAZON COM INC | $9.0M | 43248 | 0.72% |
| 31 | MICROSOFT CORP | $8.8M | 23892 | 0.71% |
| 32 | NVIDIA CORPORATION | $8.8M | 50250 | 0.70% |
| 33 | VANGUARD INDEX FDS | $8.2M | 41717 | 0.65% |
| 34 | DIMENSIONAL ETF TRUST | $8.2M | 221807 | 0.65% |
| 35 | DIMENSIONAL ETF TRUST | $7.5M | 105144 | 0.60% |
| 36 | INVESCO QQQ TR | $7.3M | 12591 | 0.58% |
| 37 | ISHARES TR | $7.1M | 10887 | 0.57% |
| 38 | BERKSHIRE HATHAWAY INC DEL | $7.0M | 14712 | 0.56% |
| 39 | ISHARES TR | $7.0M | 72263 | 0.56% |
| 40 | SCHWAB STRATEGIC TR | $6.7M | 267869 | 0.54% |
| 41 | VANGUARD MALVERN FDS | $6.1M | 121414 | 0.49% |
| 42 | EXXON MOBIL CORP | $5.9M | 35051 | 0.48% |
| 43 | AMERICAN CENTY ETF TR | $5.9M | 59056 | 0.47% |
| 44 | AMERICAN CENTY ETF TR | $5.3M | 65607 | 0.42% |
| 45 | APPLIED MATLS INC | $5.2M | 15305 | 0.42% |
| 46 | VANGUARD INTL EQUITY INDEX F | $5.1M | 62003 | 0.41% |
| 47 | VANGUARD SCOTTSDALE FDS | $5.0M | 63259 | 0.40% |
| 48 | VANGUARD SCOTTSDALE FDS | $4.7M | 80037 | 0.37% |
| 49 | VANGUARD SPECIALIZED FUNDS | $4.6M | 21449 | 0.37% |
| 50 | TERADYNE INC | $4.5M | 15057 | 0.36% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.