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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $48.4M | 246791 | 10.00% |
| 2 | VANGUARD SPECIALIZED FUNDS | $48.3M | 224526 | 9.97% |
| 3 | SCHWAB STRATEGIC TR | $46.2M | 1505055 | 9.53% |
| 4 | VANGUARD TAX-MANAGED FDS | $45.8M | 715084 | 9.46% |
| 5 | SCHWAB STRATEGIC TR | $28.7M | 986306 | 5.92% |
| 6 | SCHWAB STRATEGIC TR | $22.1M | 724813 | 4.56% |
| 7 | VANGUARD INDEX FDS | $21.5M | 82179 | 4.44% |
| 8 | SCHWAB STRATEGIC TR | $21.3M | 860982 | 4.40% |
| 9 | SCHWAB STRATEGIC TR | $20.8M | 672657 | 4.30% |
| 10 | VANGUARD INDEX FDS | $20.6M | 47049 | 4.24% |
| 11 | ISHARES TR | $17.7M | 82775 | 3.65% |
| 12 | ISHARES TR | $13.5M | 139167 | 2.79% |
| 13 | VANGUARD INDEX FDS | $11.7M | 40652 | 2.41% |
| 14 | WISDOMTREE TR | $10.2M | 88075 | 2.10% |
| 15 | VANGUARD INDEX FDS | $9.3M | 42722 | 1.92% |
| 16 | SCHWAB STRATEGIC TR | $8.2M | 282089 | 1.70% |
| 17 | ISHARES INC | $6.8M | 87086 | 1.41% |
| 18 | ISHARES TR | $6.7M | 21468 | 1.39% |
| 19 | ISHARES TR | $6.4M | 85453 | 1.31% |
| 20 | VANGUARD INTL EQUITY INDEX F | $6.1M | 42085 | 1.27% |
| 21 | ISHARES TR | $4.9M | 25703 | 1.01% |
| 22 | SHARES TR | $3.4M | 7975 | 0.70% |
| 23 | ISHARES TR | $3.4M | 20998 | 0.69% |
| 24 | SCHWAB STRATEGIC TR | $3.3M | 105112 | 0.69% |
| 25 | ISHARES TR | $3.2M | 20015 | 0.66% |
| 26 | SHARES TR | $2.7M | 34375 | 0.56% |
| 27 | VANGUARD INDEX FDS | $2.7M | 8878 | 0.55% |
| 28 | SCHWAB STRATEGIC TR | $2.6M | 56143 | 0.54% |
| 29 | ISHARES TR | $2.6M | 31437 | 0.54% |
| 30 | CHWAB STRATEGIC TR | $2.5M | 99349 | 0.51% |
| 31 | ISHARES TR | $2.5M | 16825 | 0.51% |
| 32 | VANGUARD INTL EQUITY INDEX F | $2.1M | 38997 | 0.43% |
| 33 | VANGUARD WORLD FD | $2.0M | 11732 | 0.42% |
| 34 | CHWAB STRATEGIC TR | $1.5M | 46073 | 0.31% |
| 35 | VANGUARD INDEX FDS | $1.3M | 6995 | 0.27% |
| 36 | MICROSOFT CORP | $1.3M | 3406 | 0.26% |
| 37 | ISHARES TR | $1.2M | 13754 | 0.26% |
| 38 | FIRST TR EXCHANGE-TRADED FD | $1.2M | 14205 | 0.24% |
| 39 | ISHARES TR | $1.1M | 8245 | 0.23% |
| 40 | INVESCO EXCHANGE TRADED FD T | $1.1M | 5594 | 0.22% |
| 41 | ISHARES TR | $1.1M | 5000 | 0.22% |
| 42 | SCHWAB STRATEGIC TR | $1.0M | 40788 | 0.22% |
| 43 | VANGUARD INTL EQUITY INDEX F | $982K | 13080 | 0.20% |
| 44 | ISHARES TR | $978K | 9861 | 0.20% |
| 45 | ISHARES TR | $838K | 3381 | 0.17% |
| 46 | ISHARES TR | $797K | 7160 | 0.16% |
| 47 | BERKSHIRE HATHAWAY INC DEL | $718K | 1 | 0.15% |
| 48 | UNITED PARCEL SVCS INC | $711K | 7230 | 0.15% |
| 49 | ISHARES TR | $629K | 5308 | 0.13% |
| 50 | SCHWAB STRATEGIC TR | $625K | 25773 | 0.13% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.