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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $124.8M | 208790 | 23.19% |
| 2 | VANGUARD SCOTTSDALE FDS | $70.6M | 1205223 | 13.12% |
| 3 | VANGUARD TAX-MANAGED FDS | $42.5M | 662483 | 7.89% |
| 4 | VANGUARD INDEX FDS | $37.7M | 182970 | 7.00% |
| 5 | VANGUARD INDEX FDS | $30.3M | 94342 | 5.63% |
| 6 | VANGUARD MALVERN FDS | $19.8M | 396348 | 3.68% |
| 7 | VANGUARD SCOTTSDALE FDS | $19.8M | 332302 | 3.68% |
| 8 | EA SERIES TRUST | $16.2M | 296252 | 3.01% |
| 9 | VANGUARD INDEX FDS | $13.9M | 70909 | 2.59% |
| 10 | ISHARES TR | $11.6M | 105240 | 2.16% |
| 11 | VANGUARD INDEX FDS | $10.5M | 48175 | 1.95% |
| 12 | VANGUARD INDEX FDS | $9.0M | 30098 | 1.67% |
| 13 | APPLE INC | $8.3M | 32825 | 1.55% |
| 14 | VANGUARD WELLINGTON FD | $6.3M | 62006 | 1.17% |
| 15 | VANGUARD STAR FDS | $5.6M | 72722 | 1.04% |
| 16 | ISHARES TR | $5.6M | 8520 | 1.03% |
| 17 | META PLATFORMS INC | $5.1M | 8933 | 0.95% |
| 18 | ISHARES TR | $4.4M | 59894 | 0.83% |
| 19 | VANGUARD INDEX FDS | $4.3M | 16539 | 0.81% |
| 20 | STATE STR SPDR S&P 500 ETF T | $3.9M | 5947 | 0.72% |
| 21 | ISHARES TR | $3.5M | 8140 | 0.65% |
| 22 | VANGUARD INDEX FDS | $3.2M | 11277 | 0.60% |
| 23 | MICROSOFT CORP | $3.2M | 8686 | 0.60% |
| 24 | NVIDIA CORPORATION | $3.0M | 17252 | 0.56% |
| 25 | ISHARES TR | $2.6M | 28455 | 0.48% |
| 26 | VANGUARD WORLD FD | $2.4M | 33335 | 0.44% |
| 27 | VANGUARD WORLD FD | $2.3M | 20328 | 0.42% |
| 28 | AMAZON COM INC | $2.3M | 10920 | 0.42% |
| 29 | NUSHARES ETF TR | $2.1M | 94104 | 0.39% |
| 30 | ALPHABET INC | $2.0M | 7079 | 0.38% |
| 31 | ISHARES TR | $2.0M | 16367 | 0.38% |
| 32 | VANGUARD INTL EQUITY INDEX F | $2.0M | 37154 | 0.37% |
| 33 | VANGUARD INTL EQUITY INDEX F | $2.0M | 26188 | 0.37% |
| 34 | ISHARES TR | $1.9M | 8910 | 0.35% |
| 35 | ISHARES TR | $1.9M | 17478 | 0.35% |
| 36 | VANGUARD INTL EQUITY INDEX F | $1.8M | 12917 | 0.33% |
| 37 | TERRENO RLTY CORP | $1.7M | 28394 | 0.32% |
| 38 | BERKSHIRE HATHAWAY INC DEL | $1.7M | 3473 | 0.31% |
| 39 | ABBVIE INC | $1.6M | 7269 | 0.29% |
| 40 | ALPHABET INC | $1.4M | 5031 | 0.27% |
| 41 | JPMORGAN CHASE & CO | $1.4M | 4761 | 0.26% |
| 42 | VANGUARD WHITEHALL FDS | $1.4M | 9257 | 0.25% |
| 43 | ISHARES TR | $1.3M | 8827 | 0.23% |
| 44 | INVESCO QQQ TR | $1.2M | 2086 | 0.22% |
| 45 | VANGUARD SPECIALIZED FUNDS | $1.1M | 5225 | 0.21% |
| 46 | ISHARES TR | $1.0M | 11908 | 0.19% |
| 47 | DIMENSIONAL ETF TRUST | $978K | 21667 | 0.18% |
| 48 | BOEING CO | $924K | 4644 | 0.17% |
| 49 | ELI LILLY & CO | $924K | 1005 | 0.17% |
| 50 | ISHARES TR | $868K | 4110 | 0.16% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.