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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $164.9M | 2325624 | 40.09% |
| 2 | J P MORGAN EXCHANGE TRADED F | $39.9M | 797923 | 9.70% |
| 3 | VANECK ETF TRUST | $39.1M | 404482 | 9.51% |
| 4 | VANGUARD BD INDEX FDS | $28.2M | 382675 | 6.85% |
| 5 | DIMENSIONAL ETF TRUST | $20.1M | 545526 | 4.87% |
| 6 | DIMENSIONAL ETF TRUST | $16.4M | 230115 | 3.98% |
| 7 | SCHWAB STRATEGIC TR | $12.0M | 467675 | 2.91% |
| 8 | APPLE INC | $9.9M | 39136 | 2.41% |
| 9 | DIMENSIONAL ETF TRUST | $9.8M | 185042 | 2.37% |
| 10 | NVIDIA CORPORATION | $6.1M | 35198 | 1.49% |
| 11 | ALPHABET INC | $4.8M | 16587 | 1.16% |
| 12 | BERKSHIRE HATHAWAY INC DEL | $3.6M | 7492 | 0.87% |
| 13 | ISHARES TR | $3.4M | 9564 | 0.83% |
| 14 | DIMENSIONAL ETF TRUST | $3.3M | 73204 | 0.80% |
| 15 | VANGUARD INDEX FDS | $2.5M | 7794 | 0.61% |
| 16 | BERKSHIRE HATHAWAY INC DEL | $2.2M | 3 | 0.52% |
| 17 | DIMENSIONAL ETF TRUST | $2.1M | 53750 | 0.51% |
| 18 | AMAZON COM INC | $2.0M | 9801 | 0.50% |
| 19 | ISHARES TR | $2.0M | 4691 | 0.49% |
| 20 | COSTCO WHOLESALE CORPORATION | $2.0M | 1997 | 0.48% |
| 21 | INVESCO EXCH TRD SLF IDX FD | $1.9M | 99747 | 0.47% |
| 22 | EXXON MOBIL CORP | $1.8M | 10339 | 0.43% |
| 23 | INVESCO EXCH TRD SLF IDX FD | $1.7M | 85611 | 0.41% |
| 24 | INVESCO EXCH TRD SLF IDX FD | $1.7M | 81415 | 0.40% |
| 25 | INVESCO EXCH TRD SLF IDX FD | $1.6M | 86362 | 0.39% |
| 26 | INVESCO EXCH TRD SLF IDX FD | $1.6M | 93717 | 0.38% |
| 27 | INVESCO EXCH TRD SLF IDX FD | $1.5M | 89162 | 0.36% |
| 28 | INVESCO EXCH TRD SLF IDX FD | $1.4M | 67111 | 0.34% |
| 29 | INVESCO EXCH TRD SLF IDX FD | $1.3M | 61401 | 0.32% |
| 30 | TESLA INC | $1.3M | 3447 | 0.31% |
| 31 | MICROSOFT CORP | $1.2M | 3331 | 0.30% |
| 32 | ISHARES TR | $1.2M | 14362 | 0.29% |
| 33 | INVESCO EXCH TRD SLF IDX FD | $1.0M | 49290 | 0.25% |
| 34 | NETFLIX INC. | $1.0M | 10492 | 0.25% |
| 35 | FIDELITY COVINGTON TRUST | $876K | 12479 | 0.21% |
| 36 | ABBVIE INC | $870K | 4001 | 0.21% |
| 37 | SCHWAB STRATEGIC TR | $713K | 14580 | 0.17% |
| 38 | WORTHINGTON STL INC | $691K | 22771 | 0.17% |
| 39 | UNUM GROUP | $682K | 9351 | 0.17% |
| 40 | JOHNSON & JOHNSON | $670K | 2745 | 0.16% |
| 41 | 3M CO | $669K | 4611 | 0.16% |
| 42 | DIMENSIONAL ETF TRUST | $632K | 18681 | 0.15% |
| 43 | PUTNAM MANAGED MUN INCOME TR | $623K | 101416 | 0.15% |
| 44 | SPDR SERIES TRUST | $617K | 6529 | 0.15% |
| 45 | WORTHINGTON ENTERPRISES INC | $615K | 11810 | 0.15% |
| 46 | ISHARES TR | $521K | 11276 | 0.13% |
| 47 | SCHWAB STRATEGIC TR | $468K | 16092 | 0.11% |
| 48 | PEPSICO INC | $464K | 2993 | 0.11% |
| 49 | JPMORGAN CHASE & CO | $458K | 1558 | 0.11% |
| 50 | WELLS FARGO & CO | $456K | 5738 | 0.11% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.