Loading portfolio…
| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $21.6M | 49497 | 18.09% |
| 2 | VANGUARD TAX-MANAGED FDS | $17.2M | 268455 | 14.39% |
| 3 | HARTFORD FDS EXCHANGE TRADED | $9.7M | 251068 | 8.14% |
| 4 | FIDELITY MERRIMACK STR TR | $8.9M | 194130 | 7.41% |
| 5 | AMERICAN CENTY ETF TR | $8.3M | 102417 | 6.91% |
| 6 | VANGUARD INDEX FDS | $8.2M | 41566 | 6.82% |
| 7 | ISHARES TR | $6.7M | 99325 | 5.61% |
| 8 | VANGUARD INDEX FDS | $6.2M | 19476 | 5.23% |
| 9 | VANGUARD STAR FDS | $5.3M | 69079 | 4.46% |
| 10 | CAPITAL GRP FIXED INCM ETF T | $5.2M | 195969 | 4.31% |
| 11 | DIMENSIONAL ETF TRUST | $3.9M | 100621 | 3.27% |
| 12 | GOLDMAN SACHS ETF TR | $2.8M | 22286 | 2.33% |
| 13 | VANGUARD INDEX FDS | $2.5M | 8330 | 2.11% |
| 14 | DIMENSIONAL ETF TRUST | $2.1M | 57902 | 1.72% |
| 15 | ISHARES TR | $1.9M | 32336 | 1.60% |
| 16 | ISHARES TR | $1.5M | 19637 | 1.24% |
| 17 | VANGUARD MUN BD FDS | $1.5M | 29573 | 1.23% |
| 18 | GOLDMAN SACHS ETF TR | $1.4M | 32200 | 1.16% |
| 19 | GOLDMAN SACHS ETF TR | $689K | 15940 | 0.58% |
| 20 | AMERICAN CENTY ETF TR | $656K | 6569 | 0.55% |
| 21 | DIMENSIONAL ETF TRUST | $611K | 12757 | 0.51% |
| 22 | PINNACLE FINL PARTNERS INC | $583K | 6772 | 0.49% |
| 23 | VANGUARD INDEX FDS | $579K | 2666 | 0.48% |
| 24 | APPLE INC | $484K | 1908 | 0.40% |
| 25 | VANGUARD WORLD FD | $339K | 1434 | 0.28% |
| 26 | SMARTSTOP SELF STORAG REIT I | $318K | 10494 | 0.27% |
| 27 | PHILLIPS EDISON & CO INC | $279K | 7457 | 0.23% |
| 28 | INDEPENDENCE RLTY TR INC | $205K | 13787 | 0.17% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.