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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $12.1M | 311841 | 11.12% |
| 2 | ISHARES TR | $8.0M | 12172 | 7.30% |
| 3 | ISHARES TR | $7.0M | 70439 | 6.42% |
| 4 | ISHARES TR | $6.9M | 98657 | 6.34% |
| 5 | INVESCO EXCHANGE TRADED FD T | $6.5M | 96687 | 5.93% |
| 6 | APPLE INC | $5.1M | 20181 | 4.70% |
| 7 | DIMENSIONAL ETF TRUST | $4.9M | 143206 | 4.46% |
| 8 | VANGUARD CHARLOTTE FDS | $3.9M | 80284 | 3.54% |
| 9 | VANGUARD INTL EQUITY INDEX F | $3.8M | 70334 | 3.49% |
| 10 | SPDR SERIES TRUST | $3.4M | 13289 | 3.10% |
| 11 | STATE STR SPDR S&P 500 ETF T | $2.9M | 4507 | 2.69% |
| 12 | BERKSHIRE HATHAWAY INC DEL | $2.9M | 6059 | 2.66% |
| 13 | NVIDIA CORPORATION | $2.7M | 15664 | 2.51% |
| 14 | COSTCO WHOLESALE CORPORATION | $2.1M | 2130 | 1.95% |
| 15 | CHEVRON CORPORATION | $2.1M | 10198 | 1.94% |
| 16 | AMAZON COM INC | $2.0M | 9521 | 1.82% |
| 17 | ALPHABET INC | $1.7M | 6029 | 1.59% |
| 18 | DIMENSIONAL ETF TRUST | $1.7M | 39793 | 1.54% |
| 19 | MICROSOFT CORP | $1.4M | 3896 | 1.32% |
| 20 | BERKSHIRE HATHAWAY INC DEL | $1.4M | 2 | 1.32% |
| 21 | JPMORGAN CHASE & CO | $1.4M | 4696 | 1.27% |
| 22 | RTX CORPORATION | $1.3M | 6544 | 1.16% |
| 23 | CAPITAL GROUP DIVIDEND VALUE | $1.3M | 29502 | 1.15% |
| 24 | DIMENSIONAL ETF TRUST | $1.2M | 30619 | 1.09% |
| 25 | SPDR GOLD TR | $1.1M | 2602 | 1.03% |
| 26 | VANGUARD WHITEHALL FDS | $962K | 6499 | 0.88% |
| 27 | CAPITAL GROUP GBL GROWTH EQT | $943K | 28261 | 0.87% |
| 28 | STATE STR SPDR S&P MIDCAP 40 | $874K | 1417 | 0.80% |
| 29 | CAPITAL GROUP GROWTH ETF | $855K | 21270 | 0.78% |
| 30 | CAPITAL GROUP DIVIDEND GROWE | $822K | 22902 | 0.75% |
| 31 | INTERNATIONAL BUSINESS MACHS | $783K | 3232 | 0.72% |
| 32 | VANGUARD WORLD FD | $754K | 12007 | 0.69% |
| 33 | CISCO SYS INC | $730K | 9412 | 0.67% |
| 34 | VANGUARD WELLINGTON FD | $729K | 7207 | 0.67% |
| 35 | DIMENSIONAL ETF TRUST | $711K | 20000 | 0.65% |
| 36 | ALPHABET INC | $628K | 2189 | 0.58% |
| 37 | EXXON MOBIL CORP | $580K | 3419 | 0.53% |
| 38 | VANGUARD BD INDEX FDS | $540K | 7334 | 0.50% |
| 39 | VANGUARD MUN BD FDS | $527K | 5276 | 0.48% |
| 40 | HOME DEPOT INC | $486K | 1477 | 0.45% |
| 41 | J P MORGAN EXCHANGE TRADED F | $461K | 8126 | 0.42% |
| 42 | VANGUARD INTL EQUITY INDEX F | $461K | 3330 | 0.42% |
| 43 | META PLATFORMS INC | $445K | 778 | 0.41% |
| 44 | ISHARES TR | $429K | 8039 | 0.39% |
| 45 | VISA INC | $428K | 1416 | 0.39% |
| 46 | STRYKER CORPORATION | $414K | 1261 | 0.38% |
| 47 | SEMPRA | $381K | 3920 | 0.35% |
| 48 | JOHNSON & JOHNSON | $364K | 1489 | 0.33% |
| 49 | STARBUCKS CORP | $350K | 3901 | 0.32% |
| 50 | ISHARES TR | $321K | 2256 | 0.29% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.