
Loading portfolio…

Loading portfolio…
| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | $43.2M | 337465 | 17.04% |
| 2 | DIMENSIONAL ETF TRUST | $38.8M | 812642 | 15.30% |
| 3 | DIMENSIONAL ETF TRUST | $27.3M | 615188 | 10.76% |
| 4 | AMERICAN CENTY ETF TR | $17.2M | 193179 | 6.79% |
| 5 | DIMENSIONAL ETF TRUST | $14.5M | 390303 | 5.73% |
| 6 | DIMENSIONAL ETF TRUST | $9.5M | 174708 | 3.75% |
| 7 | AMERICAN CENTY ETF TR | $7.1M | 73282 | 2.79% |
| 8 | DIMENSIONAL ETF TRUST | $6.3M | 122318 | 2.49% |
| 9 | DIMENSIONAL ETF TRUST | $5.5M | 109573 | 2.17% |
| 10 | ADVANCED MICRO DEVICES INC | $4.9M | 8407 | 1.93% |
| 11 | DIMENSIONAL ETF TRUST | $4.2M | 102177 | 1.66% |
| 12 | LAM RESEARCH CORP | $4.2M | 9718 | 1.66% |
| 13 | CAPITAL GROUP CORE EQUITY E | $4.2M | 93875 | 1.65% |
| 14 | DIMENSIONAL ETF TRUST | $3.9M | 94862 | 1.52% |
| 15 | ISHARES TR | $3.6M | 4864 | 1.44% |
| 16 | CAPITAL GROUP GROWTH ETF | $3.6M | 76234 | 1.42% |
| 17 | ISHARES TR | $3.5M | 21393 | 1.39% |
| 18 | ISHARES TR | $2.7M | 6380 | 1.07% |
| 19 | ALPHABET INC | $2.4M | 6729 | 0.94% |
| 20 | CAPITAL GROUP INTL FOCUS EQ | $1.8M | 52939 | 0.72% |
| 21 | ALPHABET INC | $1.8M | 4950 | 0.70% |
| 22 | SCHWAB STRATEGIC TR | $1.6M | 56223 | 0.64% |
| 23 | DIMENSIONAL ETF TRUST | $1.6M | 33547 | 0.64% |
| 24 | CAPITAL GROUP GBL GROWTH EQ | $1.6M | 37721 | 0.63% |
| 25 | BLACKROCK ETF TRUST II | $1.4M | 27490 | 0.57% |
| 26 | APPLE INC | $1.3M | 4413 | 0.50% |
| 27 | TESLA INC | $1.2M | 2816 | 0.47% |
| 28 | MICROSOFT CORP | $1.2M | 3170 | 0.47% |
| 29 | CATERPILLAR INC | $905K | 850 | 0.36% |
| 30 | AMAZON COM INC | $874K | 3666 | 0.34% |
| 31 | DIMENSIONAL ETF TRUST | $854K | 18313 | 0.34% |
| 32 | CISCO SYS INC | $847K | 7210 | 0.33% |
| 33 | INVESCO EXCH TRD SLF IDX FD | $778K | 39841 | 0.31% |
| 34 | AMERICAN CENTY ETF TR | $745K | 8420 | 0.29% |
| 35 | NVIDIA CORPORATION | $696K | 3481 | 0.27% |
| 36 | ORACLE CORP | $648K | 4419 | 0.26% |
| 37 | AIR PRODUCTS AND CHEMICALS | $636K | 2168 | 0.25% |
| 38 | SCHWAB STRATEGIC TR | $591K | 21324 | 0.23% |
| 39 | VANGUARD INDEX FDS | $560K | 6496 | 0.22% |
| 40 | DIMENSIONAL ETF TRUST | $548K | 13638 | 0.22% |
| 41 | DIMENSIONAL ETF TRUST | $541K | 6606 | 0.21% |
| 42 | AMERICAN CENTY ETF TR | $533K | 6613 | 0.21% |
| 43 | VANGUARD INDEX FDS | $527K | 768 | 0.21% |
| 44 | DIMENSIONAL ETF TRUST | $522K | 14172 | 0.21% |
| 45 | AMERICAN CENTY ETF TR | $518K | 6490 | 0.20% |
| 46 | LOCKHEED MARTIN CORP | $514K | 1009 | 0.20% |
| 47 | STATE STR SPDR S&P 500 ETF | $509K | 682 | 0.20% |
| 48 | AMERICAN CENTY ETF TR | $505K | 4047 | 0.20% |
| 49 | VANGUARD INDEX FDS | $504K | 1361 | 0.20% |
| 50 | INVESCO QQQ TR | $463K | 629 | 0.18% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.