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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | $66.4M | 346003 | 12.86% |
| 2 | DIMENSIONAL ETF TRUST | $51.4M | 1060870 | 9.96% |
| 3 | ISHARES TR | $35.8M | 54846 | 6.94% |
| 4 | DBX ETF TR | $35.4M | 715970 | 6.85% |
| 5 | ISHARES TR | $31.5M | 88231 | 6.09% |
| 6 | VANGUARD MALVERN FDS | $31.4M | 405398 | 6.08% |
| 7 | DIMENSIONAL ETF TRUST | $30.3M | 573203 | 5.86% |
| 8 | ISHARES TR | $30.1M | 314918 | 5.82% |
| 9 | ISHARES TR | $29.5M | 693072 | 5.70% |
| 10 | DIMENSIONAL ETF TRUST | $17.8M | 514846 | 3.45% |
| 11 | VANGUARD INDEX FDS | $17.5M | 197319 | 3.39% |
| 12 | DIMENSIONAL ETF TRUST | $15.3M | 427260 | 2.96% |
| 13 | VANGUARD INDEX FDS | $13.5M | 22552 | 2.61% |
| 14 | ISHARES TR | $9.6M | 60448 | 1.87% |
| 15 | ISHARES TR | $8.7M | 111144 | 1.69% |
| 16 | ISHARES INC | $8.5M | 122401 | 1.65% |
| 17 | DIMENSIONAL ETF TRUST | $8.3M | 209665 | 1.60% |
| 18 | DIMENSIONAL ETF TRUST | $7.3M | 117577 | 1.42% |
| 19 | VANGUARD TAX-MANAGED FDS | $6.2M | 96148 | 1.19% |
| 20 | WISDOMTREE TR | $5.8M | 56956 | 1.13% |
| 21 | DIMENSIONAL ETF TRUST | $5.8M | 136088 | 1.12% |
| 22 | DIMENSIONAL ETF TRUST | $4.7M | 135285 | 0.92% |
| 23 | DIMENSIONAL ETF TRUST | $4.0M | 118479 | 0.77% |
| 24 | VANGUARD SCOTTSDALE FDS | $3.0M | 10052 | 0.57% |
| 25 | DIMENSIONAL ETF TRUST | $2.9M | 40583 | 0.56% |
| 26 | SPDR INDEX SHS FDS | $2.6M | 97952 | 0.50% |
| 27 | ISHARES TR | $2.6M | 26660 | 0.50% |
| 28 | ISHARES TR | $2.5M | 9982 | 0.48% |
| 29 | FIDELITY COVINGTON TRUST | $2.4M | 90648 | 0.47% |
| 30 | SCHWAB STRATEGIC TR | $2.2M | 104160 | 0.43% |
| 31 | VANGUARD INTL EQUITY INDEX F | $1.9M | 35496 | 0.37% |
| 32 | ISHARES TR | $1.9M | 33770 | 0.37% |
| 33 | VANGUARD INDEX FDS | $1.8M | 6699 | 0.34% |
| 34 | UNION PAC CORP | $1.5M | 6173 | 0.29% |
| 35 | VANGUARD INDEX FDS | $1.2M | 4192 | 0.23% |
| 36 | SCHWAB STRATEGIC TR | $1.1M | 43056 | 0.21% |
| 37 | VANGUARD INTL EQUITY INDEX F | $1.1M | 7529 | 0.21% |
| 38 | BERKSHIRE HATHAWAY INC DEL | $957K | 1998 | 0.19% |
| 39 | JPMORGAN CHASE & CO | $873K | 2968 | 0.17% |
| 40 | BERKSHIRE HATHAWAY INC DEL | $718K | 1 | 0.14% |
| 41 | ISHARES TR | $693K | 1626 | 0.13% |
| 42 | ISHARES TR | $662K | 5595 | 0.13% |
| 43 | ISHARES TR | $640K | 7079 | 0.12% |
| 44 | WALMART INC | $584K | 4704 | 0.11% |
| 45 | SCHWAB STRATEGIC TR | $572K | 23116 | 0.11% |
| 46 | STRYKER CORPORATION | $554K | 1687 | 0.11% |
| 47 | STATE STR SPDR S&P 500 ETF T | $501K | 771 | 0.10% |
| 48 | SCHWAB STRATEGIC TR | $485K | 14731 | 0.09% |
| 49 | VANGUARD INDEX FDS | $441K | 2250 | 0.09% |
| 50 | SCHWAB STRATEGIC TR | $440K | 9419 | 0.09% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.