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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | J P MORGAN EXCHANGE TRADED F | $18.5M | 344454 | 7.79% |
| 2 | VANGUARD INDEX FDS | $15.4M | 50935 | 6.48% |
| 3 | VANGUARD CHARLOTTE FDS | $13.7M | 284761 | 5.76% |
| 4 | VANGUARD BD INDEX FDS | $12.7M | 161542 | 5.33% |
| 5 | VANGUARD INDEX FDS | $12.5M | 47887 | 5.28% |
| 6 | DIMENSIONAL ETF TRUST | $11.4M | 338166 | 4.82% |
| 7 | GOLDMAN SACHS ETF TR | $9.7M | 224832 | 4.08% |
| 8 | CAPITAL GROUP INTL FOCUS EQT | $9.7M | 328059 | 4.07% |
| 9 | DIMENSIONAL ETF TRUST | $8.5M | 135612 | 3.56% |
| 10 | CAPITAL GROUP GROWTH ETF | $6.7M | 167199 | 2.83% |
| 11 | AMERICAN CENTY ETF TR | $6.7M | 60341 | 2.80% |
| 12 | ISHARES TR | $6.4M | 9849 | 2.71% |
| 13 | J P MORGAN EXCHANGE TRADED F | $5.5M | 120789 | 2.33% |
| 14 | DIMENSIONAL ETF TRUST | $5.1M | 191972 | 2.15% |
| 15 | DIMENSIONAL ETF TRUST | $5.0M | 139619 | 2.10% |
| 16 | VANGUARD INTL EQUITY INDEX F | $4.8M | 32747 | 2.01% |
| 17 | J P MORGAN EXCHANGE TRADED F | $4.6M | 91108 | 1.94% |
| 18 | LATTICE STRATEGIES TR | $3.7M | 94386 | 1.57% |
| 19 | STATE STR SPDR S&P 500 ETF T | $3.5M | 5451 | 1.49% |
| 20 | AMERICAN CENTY ETF TR | $3.4M | 41815 | 1.42% |
| 21 | ISHARES TR | $3.3M | 26426 | 1.38% |
| 22 | VANGUARD INDEX FDS | $3.0M | 13607 | 1.24% |
| 23 | BERKSHIRE HATHAWAY INC DEL | $2.9M | 4 | 1.21% |
| 24 | APPLE INC | $2.6M | 10349 | 1.11% |
| 25 | BERKSHIRE HATHAWAY INC DEL | $2.3M | 4737 | 0.95% |
| 26 | ISHARES TR | $2.2M | 43287 | 0.91% |
| 27 | VANGUARD INDEX FDS | $2.1M | 6401 | 0.86% |
| 28 | ISHARES TR | $1.9M | 10019 | 0.80% |
| 29 | J P MORGAN EXCHANGE TRADED F | $1.9M | 37008 | 0.79% |
| 30 | ISHARES TR | $1.8M | 26844 | 0.76% |
| 31 | ISHARES TR | $1.8M | 17823 | 0.74% |
| 32 | ELI LILLY & CO | $1.7M | 1860 | 0.72% |
| 33 | ISHARES TR | $1.4M | 4462 | 0.59% |
| 34 | VANGUARD INDEX FDS | $1.3M | 6814 | 0.56% |
| 35 | DIMENSIONAL ETF TRUST | $1.2M | 52633 | 0.52% |
| 36 | ISHARES TR | $1.2M | 3366 | 0.50% |
| 37 | PARSONS CORP DEL | $1.2M | 21312 | 0.49% |
| 38 | ISHARES TR | $1.2M | 5399 | 0.49% |
| 39 | SPDR SERIES TRUST | $1.1M | 7500 | 0.46% |
| 40 | AMERICAN CENTY ETF TR | $1.0M | 15414 | 0.44% |
| 41 | JPMORGAN CHASE & CO | $978K | 3326 | 0.41% |
| 42 | AMERICAN CENTY ETF TR | $955K | 11264 | 0.40% |
| 43 | VANGUARD STAR FDS | $844K | 10950 | 0.36% |
| 44 | SCHWAB STRATEGIC TR | $781K | 16710 | 0.33% |
| 45 | SPDR SERIES TRUST | $754K | 12747 | 0.32% |
| 46 | SCHWAB STRATEGIC TR | $739K | 22445 | 0.31% |
| 47 | ISHARES TR | $724K | 2922 | 0.30% |
| 48 | AMERICAN CENTY ETF TR | $724K | 8227 | 0.30% |
| 49 | J P MORGAN EXCHANGE TRADED F | $673K | 12897 | 0.28% |
| 50 | ISHARES TR | $666K | 1564 | 0.28% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.