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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | Dimensional Etf Trust Core Fixed Income | $15.5M | 368087 | 4.04% |
| 2 | Apple Inc Ordinary Shares | $14.9M | 58610 | 3.86% |
| 3 | Vanguard Bond Index Funds Intermediate-Term Etf | $14.3M | 185211 | 3.71% |
| 4 | Dimensional Etf Trust Short-Duration Fixed Income | $12.6M | 263092 | 3.27% |
| 5 | Vanguard Bond Index Funds Short-Term Etf | $11.5M | 146766 | 2.99% |
| 6 | Vanguard Specialized Funds Dividend Appreciation Ftf | $9.9M | 46088 | 2.57% |
| 7 | Vanguard High Dividend Yield Etf | $9.7M | 65573 | 2.52% |
| 8 | Vanguard Whitehall Funds Emerging Markets Government Bond Etf | $8.4M | 127304 | 2.17% |
| 9 | Dimensional Etf Trust U.S. Targeted Value | $8.4M | 133825 | 2.17% |
| 10 | Vanguard Total Bond Market Etf | $8.1M | 110273 | 2.11% |
| 11 | Ishares Trust Core U.S. Aggregate Bond Etf | $7.4M | 74282 | 1.91% |
| 12 | Berkshire Hathaway Inc. Ordinary Shares - Class B | $6.5M | 13553 | 1.69% |
| 13 | Vanguard Charlotte Funds Total International Bond Etf | $6.3M | 131814 | 1.64% |
| 14 | Ishares Trust 0-5 Year Tips Bond Etf | $6.3M | 61140 | 1.64% |
| 15 | Microsoft | $6.1M | 16532 | 1.59% |
| 16 | Nvidia Corp Ordinary Shares | $6.1M | 35056 | 1.59% |
| 17 | Ishares Trust 5-10 Year Investment Grade Corporate Bond Etf | $6.0M | 113210 | 1.56% |
| 18 | Alphabet Inc Ordinary Shares - Class C | $5.8M | 20170 | 1.50% |
| 19 | Vanguard Index Funds Growth Etf | $5.5M | 12609 | 1.43% |
| 20 | Alliant Energy Corp. Ordinary Shares | $5.2M | 73029 | 1.36% |
| 21 | Dimensional Etf Trust International Core Equity Market | $5.1M | 132123 | 1.34% |
| 22 | Dimensional Etf Trust Global Core Plus Fixed Income | $4.7M | 87845 | 1.23% |
| 23 | Micron Technology Inc. Ordinary Shares | $4.7M | 13829 | 1.21% |
| 24 | Vanguard Index Funds Value Etf | $4.5M | 22832 | 1.16% |
| 25 | Spdr Series Trust Bloomberg Emerging Markets Local Bond Etf | $4.4M | 215546 | 1.16% |
| 26 | Dimensional Etf Trust International Value | $4.4M | 83370 | 1.14% |
| 27 | Amazon.com Inc. Ordinary Shares | $4.2M | 20344 | 1.10% |
| 28 | Dimensional Etf Trust US High Profitability | $3.8M | 103287 | 0.99% |
| 29 | Dimensional Etf Trust Emerging Core Equity Market | $3.5M | 103491 | 0.91% |
| 30 | Dimensional Etf Trust U.S. Core Equity 2 | $3.5M | 89302 | 0.90% |
| 31 | Vanguard Index Funds Mid-Cap Etf | $3.5M | 12058 | 0.90% |
| 32 | Vanguard World Fund Financials Etf | $3.3M | 27721 | 0.87% |
| 33 | Dimensional Etf Trust US Large Cap Value | $3.0M | 84176 | 0.78% |
| 34 | Spdr S&p 500 Etf Trust | $2.9M | 4398 | 0.74% |
| 35 | Johnson & Johnson | $2.8M | 11374 | 0.72% |
| 36 | Caterpiller, Inc DEL | $2.7M | 3880 | 0.71% |
| 37 | Vanguard Index Funds Small Cap Etf | $2.7M | 10406 | 0.71% |
| 38 | Taiwan Semiconductor Manufacturing LTD | $2.7M | 7977 | 0.70% |
| 39 | Lilly(eli) & Co Ordinary Shares | $2.7M | 2884 | 0.69% |
| 40 | JPMorgan Chase & Co. | $2.6M | 8705 | 0.66% |
| 41 | Dimensional Etf Trust Inflation-Protected Securities | $2.5M | 60567 | 0.66% |
| 42 | Rtx Corp Ordinary Shares | $2.4M | 12370 | 0.62% |
| 43 | Vanguard World Fund Information Technology Etf | $2.3M | 3302 | 0.60% |
| 44 | Dimensional Etf Trust International High Profitability | $2.3M | 70301 | 0.59% |
| 45 | Costco Wholesale Corp Ordinary Shares | $2.2M | 2232 | 0.58% |
| 46 | Ishares Trust International Aggregate Bond Fund | $2.1M | 42040 | 0.55% |
| 47 | Vanguard International Equity Index Funds Ftse Emerging Markets Etf | $2.1M | 38584 | 0.54% |
| 48 | Abbvie Inc Ordinary Shares | $2.0M | 9199 | 0.52% |
| 49 | Vanguard World Fund Health Care Etf | $1.9M | 6835 | 0.48% |
| 50 | Vanguard Index Funds Small Cap Value Etf | $1.8M | 8183 | 0.46% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.