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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $106.5M | 2739860 | 18.72% |
| 2 | DIMENSIONAL ETF TRUST | $74.4M | 1909728 | 13.08% |
| 3 | PIMCO ETF TR | $51.3M | 530354 | 9.03% |
| 4 | DIMENSIONAL ETF TRUST | $47.8M | 998462 | 8.41% |
| 5 | DIMENSIONAL ETF TRUST | $44.9M | 1325462 | 7.89% |
| 6 | MICROSOFT CORP | $42.4M | 114617 | 7.46% |
| 7 | DIMENSIONAL ETF TRUST | $33.8M | 1427781 | 5.94% |
| 8 | DIMENSIONAL ETF TRUST | $24.8M | 516432 | 4.35% |
| 9 | AMAZON COM INC | $10.2M | 49079 | 1.80% |
| 10 | NVIDIA CORPORATION | $8.3M | 47530 | 1.46% |
| 11 | COSTCO WHOLESALE CORPORATION | $7.6M | 7649 | 1.34% |
| 12 | ALPHABET INC | $6.4M | 22233 | 1.12% |
| 13 | DIMENSIONAL ETF TRUST | $5.3M | 125123 | 0.93% |
| 14 | DIMENSIONAL ETF TRUST | $5.3M | 128615 | 0.93% |
| 15 | DIMENSIONAL ETF TRUST | $5.2M | 151993 | 0.91% |
| 16 | APPLE INC | $4.4M | 17497 | 0.78% |
| 17 | VANGUARD MALVERN FDS | $3.9M | 77603 | 0.68% |
| 18 | ISHARES TR | $3.4M | 5228 | 0.60% |
| 19 | ORACLE CORP | $3.4M | 22948 | 0.59% |
| 20 | DIMENSIONAL ETF TRUST | $3.2M | 62797 | 0.57% |
| 21 | DIMENSIONAL ETF TRUST | $3.0M | 71045 | 0.53% |
| 22 | AMERICAN CENTY ETF TR | $3.0M | 26710 | 0.52% |
| 23 | DIMENSIONAL ETF TRUST | $2.8M | 80767 | 0.50% |
| 24 | ROBLOX CORP | $2.7M | 47547 | 0.47% |
| 25 | DIMENSIONAL ETF TRUST | $2.6M | 66829 | 0.46% |
| 26 | DIMENSIONAL ETF TRUST | $2.6M | 36112 | 0.45% |
| 27 | BROADCOM INC | $2.5M | 8198 | 0.45% |
| 28 | LAM RESEARCH CORP | $2.4M | 11025 | 0.41% |
| 29 | AMERICAN CENTY ETF TR | $2.2M | 26452 | 0.39% |
| 30 | DIMENSIONAL ETF TRUST | $2.1M | 57031 | 0.37% |
| 31 | META PLATFORMS INC | $2.0M | 3579 | 0.36% |
| 32 | PACCAR INC | $1.8M | 15726 | 0.32% |
| 33 | ALPHABET INC | $1.8M | 6274 | 0.32% |
| 34 | DIMENSIONAL ETF TRUST | $1.8M | 55680 | 0.32% |
| 35 | TESLA INC | $1.8M | 4734 | 0.31% |
| 36 | VANGUARD INDEX FDS | $1.4M | 4258 | 0.24% |
| 37 | DIMENSIONAL ETF TRUST | $1.3M | 27714 | 0.24% |
| 38 | ABBVIE INC | $1.3M | 5996 | 0.23% |
| 39 | STATE STR SPDR S&P 500 ETF T | $1.2M | 1821 | 0.21% |
| 40 | AMERICAN CENTY ETF TR | $1.1M | 14088 | 0.20% |
| 41 | VANGUARD INDEX FDS | $1.1M | 1866 | 0.20% |
| 42 | DANAHER CORP DEL | $1.0M | 5505 | 0.18% |
| 43 | VANGUARD TAX-MANAGED FDS | $965K | 15072 | 0.17% |
| 44 | BERKSHIRE HATHAWAY INC DEL | $934K | 1950 | 0.16% |
| 45 | INVESCO QQQ TR | $883K | 1531 | 0.16% |
| 46 | DIMENSIONAL ETF TRUST | $863K | 17315 | 0.15% |
| 47 | VANGUARD WORLD FD | $852K | 1222 | 0.15% |
| 48 | APPLIED MATLS INC | $820K | 2401 | 0.14% |
| 49 | VISA INC | $742K | 2455 | 0.13% |
| 50 | DIMENSIONAL ETF TRUST | $740K | 14037 | 0.13% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.