
Loading portfolio…
| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $114.0M | 355403 | 32.07% |
| 2 | VANGUARD TAX-MANAGED FDS | $57.4M | 895783 | 16.14% |
| 3 | DIMENSIONAL ETF TRUST | $33.3M | 965195 | 9.38% |
| 4 | DIMENSIONAL ETF TRUST | $31.6M | 901546 | 8.88% |
| 5 | DIMENSIONAL ETF TRUST | $14.6M | 369183 | 4.10% |
| 6 | VANGUARD SCOTTSDALE FDS | $13.7M | 173413 | 3.87% |
| 7 | VANGUARD SCOTTSDALE FDS | $13.0M | 217601 | 3.64% |
| 8 | VANGUARD SCOTTSDALE FDS | $12.1M | 146354 | 3.41% |
| 9 | AMERICAN CENTY ETF TR | $12.0M | 273411 | 3.39% |
| 10 | SCHWAB STRATEGIC TR | $6.2M | 246052 | 1.74% |
| 11 | ISHARES TR | $5.6M | 53119 | 1.59% |
| 12 | SCHWAB STRATEGIC TR | $3.6M | 146056 | 1.02% |
| 13 | DIMENSIONAL ETF TRUST | $2.6M | 67228 | 0.73% |
| 14 | AMERICAN CENTY ETF TR | $2.2M | 27450 | 0.62% |
| 15 | SPDR SERIES TRUST | $2.0M | 35687 | 0.57% |
| 16 | SPDR SERIES TRUST | $1.8M | 22779 | 0.51% |
| 17 | APPLE INC | $1.6M | 6355 | 0.45% |
| 18 | AMERICAN CENTY ETF TR | $1.6M | 14210 | 0.44% |
| 19 | ISHARES TR | $1.5M | 14063 | 0.42% |
| 20 | ISHARES TR | $1.4M | 9610 | 0.39% |
| 21 | SPDR INDEX SHS FDS | $1.3M | 27878 | 0.36% |
| 22 | VANGUARD INTL EQUITY INDEX F | $1.2M | 22495 | 0.34% |
| 23 | DIMENSIONAL ETF TRUST | $1.0M | 21146 | 0.29% |
| 24 | MICROSOFT CORP | $1.0M | 2765 | 0.29% |
| 25 | VANGUARD MUN BD FDS | $947K | 18984 | 0.27% |
| 26 | SPDR SERIES TRUST | $923K | 19104 | 0.26% |
| 27 | EXXON MOBIL CORP | $869K | 5121 | 0.24% |
| 28 | STATE STR SPDR S&P 500 ETF T | $833K | 1281 | 0.23% |
| 29 | VANGUARD SPECIALIZED FUNDS | $809K | 3762 | 0.23% |
| 30 | DIMENSIONAL ETF TRUST | $779K | 10987 | 0.22% |
| 31 | WALMART INC | $750K | 6033 | 0.21% |
| 32 | NVIDIA CORPORATION | $661K | 3791 | 0.19% |
| 33 | ISHARES TR | $656K | 1004 | 0.18% |
| 34 | ELI LILLY & CO | $648K | 705 | 0.18% |
| 35 | ISHARES TR | $641K | 5157 | 0.18% |
| 36 | DIMENSIONAL ETF TRUST | $574K | 21582 | 0.16% |
| 37 | SPDR SERIES TRUST | $555K | 5864 | 0.16% |
| 38 | AMERICAN CENTY ETF TR | $546K | 5469 | 0.15% |
| 39 | ISHARES TR | $498K | 19784 | 0.14% |
| 40 | SPDR INDEX SHS FDS | $492K | 11639 | 0.14% |
| 41 | AMAZON COM INC | $465K | 2235 | 0.13% |
| 42 | COSTCO WHOLESALE CORPORATION | $451K | 453 | 0.13% |
| 43 | SCHWAB STRATEGIC TR | $406K | 15852 | 0.11% |
| 44 | ISHARES TR | $399K | 6748 | 0.11% |
| 45 | DIMENSIONAL ETF TRUST | $367K | 7658 | 0.10% |
| 46 | AMERICAN CENTY ETF TR | $367K | 3298 | 0.10% |
| 47 | VANGUARD INDEX FDS | $363K | 607 | 0.10% |
| 48 | SCHWAB STRATEGIC TR | $360K | 7696 | 0.10% |
| 49 | DIMENSIONAL ETF TRUST | $349K | 6605 | 0.10% |
| 50 | SPDR SERIES TRUST | $340K | 11856 | 0.10% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.