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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $71.5M | 1839261 | 46.04% |
| 2 | DIMENSIONAL ETF TRUST | $37.5M | 1054038 | 24.12% |
| 3 | DIMENSIONAL ETF TRUST | $18.1M | 524272 | 11.67% |
| 4 | VANGUARD SCOTTSDALE FDS | $12.0M | 150850 | 7.70% |
| 5 | VANGUARD MUN BD FDS | $9.2M | 184133 | 5.92% |
| 6 | APPLE INC | $748K | 2946 | 0.48% |
| 7 | VANGUARD SCOTTSDALE FDS | $717K | 8665 | 0.46% |
| 8 | INVESCO EXCH TRADED FD TR II | $627K | 23261 | 0.40% |
| 9 | NVIDIA CORPORATION | $604K | 3461 | 0.39% |
| 10 | LAS VEGAS SANDS CORP | $547K | 10159 | 0.35% |
| 11 | MICROSOFT CORP | $536K | 1449 | 0.35% |
| 12 | ISHARES TR | $421K | 3957 | 0.27% |
| 13 | ISHARES TR | $382K | 3595 | 0.25% |
| 14 | ALPHABET INC | $345K | 1200 | 0.22% |
| 15 | ISHARES TR | $343K | 525 | 0.22% |
| 16 | AMAZON COM INC | $307K | 1474 | 0.20% |
| 17 | WESTERN ASSET MANAGED MUNS F | $303K | 29450 | 0.20% |
| 18 | DIMENSIONAL ETF TRUST | $293K | 4133 | 0.19% |
| 19 | STATE STR SPDR S&P 500 ETF T | $241K | 370 | 0.16% |
| 20 | ALPHABET INC | $228K | 795 | 0.15% |
| 21 | INVESCO EXCHANGE TRADED FD T | $220K | 2130 | 0.14% |
| 22 | CHEVRON CORPORATION | $216K | 1046 | 0.14% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.