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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $17.4M | 246019 | 12.99% |
| 2 | DIMENSIONAL ETF TRUST | $14.4M | 370852 | 10.76% |
| 3 | DIMENSIONAL ETF TRUST | $11.9M | 166919 | 8.84% |
| 4 | ISHARES TR | $11.1M | 208680 | 8.27% |
| 5 | ISHARES TR | $8.7M | 13367 | 6.50% |
| 6 | VANGUARD SCOTTSDALE FDS | $8.7M | 184579 | 6.45% |
| 7 | INVESCO EXCHANGE TRADED FD T | $7.9M | 41005 | 5.86% |
| 8 | ISHARES TR | $7.4M | 140197 | 5.49% |
| 9 | AMERICAN CENTY ETF TR | $7.2M | 92625 | 5.35% |
| 10 | CAPITAL GROUP INTERNATIONAL | $6.3M | 185885 | 4.68% |
| 11 | AMERICAN CENTY ETF TR | $4.9M | 68505 | 3.69% |
| 12 | VANGUARD MALVERN FDS | $4.3M | 55445 | 3.19% |
| 13 | AMERICAN CENTY ETF TR | $3.5M | 56954 | 2.64% |
| 14 | AMERICAN CENTY ETF TR | $2.9M | 33996 | 2.15% |
| 15 | SCHWAB STRATEGIC TR | $2.5M | 101382 | 1.88% |
| 16 | AMERICAN CENTY ETF TR | $2.5M | 31062 | 1.86% |
| 17 | BERKSHIRE HATHAWAY INC DEL | $2.2M | 4518 | 1.61% |
| 18 | ISHARES TR | $1.9M | 18389 | 1.42% |
| 19 | SCHWAB STRATEGIC TR | $1.5M | 62228 | 1.12% |
| 20 | J P MORGAN EXCHANGE TRADED F | $923K | 18244 | 0.69% |
| 21 | ISHARES TR | $921K | 39591 | 0.69% |
| 22 | ISHARES TR | $921K | 36363 | 0.69% |
| 23 | LOEWS CORP | $806K | 7550 | 0.60% |
| 24 | ISHARES TR | $688K | 31506 | 0.51% |
| 25 | DIMENSIONAL ETF TRUST | $637K | 16403 | 0.47% |
| 26 | SCHWAB STRATEGIC TR | $584K | 5797 | 0.43% |
| 27 | SPROTT ASSET MANAGEMENT LP | $390K | 16000 | 0.29% |
| 28 | SPROTT ASSET MANAGEMENT LP | $354K | 10000 | 0.26% |
| 29 | PGIM ETF TR | $325K | 9390 | 0.24% |
| 30 | MICROSOFT CORP | $278K | 751 | 0.21% |
| 31 | ISHARES TR | $203K | 1904 | 0.15% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.