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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $76.1M | 1958955 | 21.99% |
| 2 | DIMENSIONAL ETF TRUST | $37.8M | 1111628 | 10.91% |
| 3 | VANGUARD SCOTTSDALE FDS | $13.9M | 126290 | 4.00% |
| 4 | PROCTER & GAMBLE CO | $12.0M | 83404 | 3.48% |
| 5 | APPLE INC | $11.2M | 44155 | 3.24% |
| 6 | DIMENSIONAL ETF TRUST | $10.4M | 166376 | 3.00% |
| 7 | DIMENSIONAL ETF TRUST | $9.4M | 256470 | 2.72% |
| 8 | DIMENSIONAL ETF TRUST | $8.1M | 227306 | 2.34% |
| 9 | INVESCO EXCH TRADED FD TR II | $8.0M | 33467 | 2.30% |
| 10 | ISHARES TR | $6.1M | 47454 | 1.76% |
| 11 | INVESCO QQQ TR | $6.0M | 10338 | 1.72% |
| 12 | DIMENSIONAL ETF TRUST | $5.3M | 101250 | 1.54% |
| 13 | VANGUARD WHITEHALL FDS | $4.9M | 55587 | 1.42% |
| 14 | DIMENSIONAL ETF TRUST | $4.9M | 143576 | 1.40% |
| 15 | DIMENSIONAL ETF TRUST | $4.8M | 95575 | 1.40% |
| 16 | JOHNSON & JOHNSON | $4.8M | 19653 | 1.39% |
| 17 | VANGUARD SCOTTSDALE FDS | $4.8M | 50762 | 1.37% |
| 18 | ISHARES INC | $4.8M | 68180 | 1.37% |
| 19 | ISHARES TR | $4.7M | 11019 | 1.36% |
| 20 | NVIDIA CORPORATION | $4.6M | 26328 | 1.33% |
| 21 | BERKSHIRE HATHAWAY INC DEL | $4.5M | 9462 | 1.31% |
| 22 | ISHARES TR | $4.4M | 13958 | 1.27% |
| 23 | AMAZON COM INC | $3.8M | 18117 | 1.09% |
| 24 | ISHARES TR | $3.8M | 50566 | 1.09% |
| 25 | TESLA INC | $3.6M | 9707 | 1.04% |
| 26 | DIMENSIONAL ETF TRUST | $3.4M | 97791 | 0.99% |
| 27 | ISHARES TR | $3.4M | 23365 | 0.98% |
| 28 | ISHARES TR | $3.2M | 81464 | 0.93% |
| 29 | FRANKLIN TEMPLETON DIGITAL H | $2.9M | 73635 | 0.83% |
| 30 | META PLATFORMS INC | $2.8M | 4915 | 0.81% |
| 31 | DIMENSIONAL ETF TRUST | $2.8M | 82494 | 0.80% |
| 32 | SPDR SERIES TRUST | $2.7M | 48499 | 0.79% |
| 33 | ISHARES TR | $2.4M | 12833 | 0.70% |
| 34 | ISHARES TR | $2.3M | 23347 | 0.68% |
| 35 | ISHARES TR | $2.3M | 29421 | 0.67% |
| 36 | ISHARES TR | $2.3M | 20612 | 0.66% |
| 37 | ISHARES TR | $2.3M | 39810 | 0.65% |
| 38 | SPDR SERIES TRUST | $2.2M | 22491 | 0.64% |
| 39 | MICROSOFT CORP | $2.1M | 5647 | 0.60% |
| 40 | ISHARES TR | $1.9M | 14431 | 0.55% |
| 41 | ALPHABET INC | $1.8M | 6338 | 0.53% |
| 42 | VANGUARD INDEX FDS | $1.8M | 8357 | 0.52% |
| 43 | MEDTRONIC PLC | $1.6M | 18853 | 0.48% |
| 44 | ALPHABET INC | $1.5M | 5320 | 0.44% |
| 45 | VANGUARD INTL EQUITY INDEX F | $1.5M | 10192 | 0.43% |
| 46 | BERKSHIRE HATHAWAY INC DEL | $1.4M | 2 | 0.41% |
| 47 | COSTCO WHOLESALE CORPORATION | $1.4M | 1402 | 0.40% |
| 48 | EXXON MOBIL CORP | $1.3M | 7797 | 0.38% |
| 49 | BITWISE BITCOIN ETF TR | $1.3M | 35191 | 0.37% |
| 50 | BANK AMERICA CORP | $1.1M | 21750 | 0.31% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.