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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | $17.4M | 209671 | 7.62% |
| 2 | PIMCO ETF TR | $15.8M | 603150 | 6.94% |
| 3 | SPDR SERIES TRUST | $15.1M | 646986 | 6.63% |
| 4 | VANGUARD INDEX FDS | $13.9M | 48386 | 6.10% |
| 5 | J P MORGAN EXCHANGE TRADED F | $13.8M | 244082 | 6.08% |
| 6 | SPDR SERIES TRUST | $13.2M | 172073 | 5.79% |
| 7 | AMERICAN CENTY ETF TR | $12.9M | 117045 | 5.68% |
| 8 | AMERICAN CENTY ETF TR | $11.8M | 146162 | 5.18% |
| 9 | DIMENSIONAL ETF TRUST | $10.9M | 206016 | 4.78% |
| 10 | VANGUARD INDEX FDS | $10.0M | 38056 | 4.38% |
| 11 | J P MORGAN EXCHANGE TRADED F | $9.7M | 211128 | 4.27% |
| 12 | AMERICAN CENTY ETF TR | $9.2M | 91752 | 4.02% |
| 13 | FIRST TR EXCHNG TRADED FD VI | $8.1M | 238861 | 3.54% |
| 14 | AMERICAN CENTY ETF TR | $7.5M | 93291 | 3.30% |
| 15 | INVESCO EXCH TRADED FD TR II | $6.8M | 28698 | 3.00% |
| 16 | VANGUARD INDEX FDS | $6.7M | 75841 | 2.96% |
| 17 | J P MORGAN EXCHANGE TRADED F | $4.6M | 74787 | 2.01% |
| 18 | SCHWAB STRATEGIC TR | $2.4M | 96394 | 1.06% |
| 19 | ALPHABET INC | $2.2M | 7710 | 0.97% |
| 20 | SPDR SERIES TRUST | $2.2M | 22228 | 0.96% |
| 21 | INVESCO QQQ TR | $2.0M | 3438 | 0.87% |
| 22 | DATADOG INC | $1.9M | 16403 | 0.85% |
| 23 | ALPHABET INC | $1.8M | 6287 | 0.79% |
| 24 | ISHARES BITCOIN TRUST ETF | $1.7M | 45274 | 0.76% |
| 25 | APPLE INC | $1.7M | 6827 | 0.76% |
| 26 | META PLATFORMS INC | $1.4M | 2519 | 0.63% |
| 27 | ISHARES TR | $1.4M | 21883 | 0.59% |
| 28 | AIRBNB INC | $1.3M | 10440 | 0.58% |
| 29 | BERKSHIRE HATHAWAY INC DEL | $1.2M | 2573 | 0.54% |
| 30 | VANGUARD INDEX FDS | $1.1M | 1819 | 0.48% |
| 31 | VANGUARD WORLD FD | $1.1M | 3990 | 0.48% |
| 32 | AMERICAN CENTY ETF TR | $1.0M | 11873 | 0.44% |
| 33 | ISHARES TR | $866K | 1326 | 0.38% |
| 34 | MICROSOFT CORP | $866K | 2340 | 0.38% |
| 35 | STATE STR SPDR DOW JONES IND | $737K | 1592 | 0.32% |
| 36 | STATE STR SPDR S&P 500 ETF T | $727K | 1117 | 0.32% |
| 37 | BERKSHIRE HATHAWAY INC DEL | $718K | 1 | 0.32% |
| 38 | ISHARES TR | $650K | 13813 | 0.29% |
| 39 | FIRST TR EXCHANGE TRADED FD | $640K | 5779 | 0.28% |
| 40 | VANGUARD INDEX FDS | $608K | 1391 | 0.27% |
| 41 | ISHARES TR | $573K | 8478 | 0.25% |
| 42 | INTERNATIONAL BUSINESS MACHS | $528K | 2177 | 0.23% |
| 43 | ISHARES GOLD TR | $521K | 5906 | 0.23% |
| 44 | DUKE ENERGY CORP NEW | $470K | 3589 | 0.21% |
| 45 | ISHARES TR | $457K | 5481 | 0.20% |
| 46 | VANGUARD INDEX FDS | $449K | 2066 | 0.20% |
| 47 | VANGUARD INDEX FDS | $430K | 1439 | 0.19% |
| 48 | NVIDIA CORPORATION | $375K | 2151 | 0.16% |
| 49 | INNOVATOR ETFS TRUST | $358K | 10112 | 0.16% |
| 50 | VANGUARD WORLD FD | $351K | 3131 | 0.15% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.