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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | CAPITAL GRP FIXED INCM ETF T | $14.4M | 644522 | 17.61% |
| 2 | SCHWAB STRATEGIC TR | $10.8M | 369294 | 13.15% |
| 3 | DIMENSIONAL ETF TRUST | $10.2M | 285027 | 12.45% |
| 4 | DIMENSIONAL ETF TRUST | $9.7M | 214662 | 11.84% |
| 5 | DIMENSIONAL ETF TRUST | $7.1M | 183163 | 8.73% |
| 6 | DIMENSIONAL ETF TRUST | $4.5M | 107748 | 5.56% |
| 7 | VANGUARD INDEX FDS | $4.2M | 14476 | 5.08% |
| 8 | VANGUARD INDEX FDS | $3.9M | 14994 | 4.80% |
| 9 | VANGUARD INDEX FDS | $2.4M | 7404 | 2.90% |
| 10 | APPLE INC | $2.1M | 8335 | 2.59% |
| 11 | DIMENSIONAL ETF TRUST | $2.1M | 61833 | 2.56% |
| 12 | SCHWAB STRATEGIC TR | $1.8M | 71548 | 2.17% |
| 13 | BERKSHIRE HATHAWAY INC DEL | $1.4M | 2 | 1.76% |
| 14 | VANGUARD BD INDEX FDS | $1.2M | 15732 | 1.48% |
| 15 | SCHWAB STRATEGIC TR | $956K | 29017 | 1.17% |
| 16 | VANGUARD INDEX FDS | $602K | 1008 | 0.74% |
| 17 | PEPSICO INC | $560K | 3608 | 0.68% |
| 18 | CAPITAL GROUP DIVIDEND VALUE | $510K | 11995 | 0.62% |
| 19 | ISHARES TR | $497K | 9312 | 0.61% |
| 20 | NVIDIA CORPORATION | $482K | 2766 | 0.59% |
| 21 | TESLA INC | $335K | 901 | 0.41% |
| 22 | DIMENSIONAL ETF TRUST | $321K | 5143 | 0.39% |
| 23 | SCHWAB STRATEGIC TR | $308K | 12030 | 0.38% |
| 24 | DIMENSIONAL ETF TRUST | $289K | 5478 | 0.35% |
| 25 | CAPITAL GROUP GROWTH ETF | $238K | 5931 | 0.29% |
| 26 | DIMENSIONAL ETF TRUST | $232K | 4836 | 0.28% |
| 27 | DIMENSIONAL ETF TRUST | $211K | 2964 | 0.26% |
| 28 | CAPITAL GROUP GBL GROWTH EQT | $210K | 6281 | 0.26% |
| 29 | CAPITAL GROUP CORE EQUITY ET | $209K | 5432 | 0.26% |
| 30 | CARDIFF ONCOLOGY INC | $26K | 16000 | 0.03% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.