
Loading portfolio…
| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $48.3M | 150648 | 15.34% |
| 2 | VANGUARD TAX-MANAGED FDS | $32.7M | 510420 | 10.38% |
| 3 | DIMENSIONAL ETF TRUST | $18.5M | 351973 | 5.86% |
| 4 | DIMENSIONAL ETF TRUST | $18.1M | 459917 | 5.76% |
| 5 | VANGUARD SCOTTSDALE FDS | $18.1M | 218984 | 5.75% |
| 6 | DIMENSIONAL ETF TRUST | $17.6M | 502726 | 5.59% |
| 7 | DIMENSIONAL ETF TRUST | $16.0M | 463400 | 5.08% |
| 8 | DIMENSIONAL ETF TRUST | $13.0M | 363171 | 4.12% |
| 9 | SPDR SERIES TRUST | $12.5M | 435818 | 3.96% |
| 10 | AMERICAN CENTY ETF TR | $9.1M | 207355 | 2.90% |
| 11 | ISHARES TR | $8.0M | 77352 | 2.54% |
| 12 | PIMCO ETF TR | $7.7M | 146845 | 2.43% |
| 13 | SCHWAB STRATEGIC TR | $7.3M | 288872 | 2.30% |
| 14 | VANGUARD SCOTTSDALE FDS | $6.4M | 80240 | 2.02% |
| 15 | DIMENSIONAL ETF TRUST | $4.9M | 119102 | 1.55% |
| 16 | AMERICAN CENTY ETF TR | $4.8M | 43396 | 1.52% |
| 17 | VANGUARD MUN BD FDS | $4.5M | 91087 | 1.44% |
| 18 | SPDR INDEX SHS FDS | $3.5M | 75783 | 1.10% |
| 19 | ISHARES TR | $3.5M | 32447 | 1.10% |
| 20 | STATE STR SPDR S&P 500 ETF T | $3.0M | 4546 | 0.94% |
| 21 | AMERICAN CENTY ETF TR | $2.9M | 29070 | 0.92% |
| 22 | DIMENSIONAL ETF TRUST | $2.8M | 65819 | 0.89% |
| 23 | ISHARES TR | $2.6M | 49278 | 0.83% |
| 24 | AMERICAN CENTY ETF TR | $2.5M | 31342 | 0.80% |
| 25 | NUSHARES ETF TR | $2.4M | 52803 | 0.76% |
| 26 | AMAZON COM INC | $2.3M | 11245 | 0.74% |
| 27 | ISHARES TR | $2.2M | 40680 | 0.71% |
| 28 | APPLE INC | $2.1M | 8390 | 0.68% |
| 29 | NUSHARES ETF TR | $2.1M | 23013 | 0.66% |
| 30 | SPDR SERIES TRUST | $1.9M | 24230 | 0.61% |
| 31 | DIMENSIONAL ETF TRUST | $1.9M | 44327 | 0.60% |
| 32 | VANGUARD INDEX FDS | $1.8M | 3052 | 0.58% |
| 33 | ISHARES TR | $1.7M | 16415 | 0.55% |
| 34 | NUSHARES ETF TR | $1.3M | 28289 | 0.40% |
| 35 | ISHARES INC | $1.2M | 26097 | 0.38% |
| 36 | LOWES COS INC | $1.1M | 4801 | 0.36% |
| 37 | ISHARES TR | $1.1M | 23254 | 0.35% |
| 38 | VANGUARD WORLD FD | $1.1M | 17547 | 0.35% |
| 39 | MICROSOFT CORP | $1.0M | 2811 | 0.33% |
| 40 | VANGUARD CHARLOTTE FDS | $1.0M | 21369 | 0.33% |
| 41 | NVIDIA CORPORATION | $1.0M | 5742 | 0.32% |
| 42 | ISHARES TR | $888K | 16908 | 0.28% |
| 43 | INVESCO QQQ TR | $872K | 1512 | 0.28% |
| 44 | DIMENSIONAL ETF TRUST | $837K | 31498 | 0.27% |
| 45 | T ROWE PRICE ETF INC | $784K | 17572 | 0.25% |
| 46 | VANGUARD INTL EQUITY INDEX F | $738K | 13671 | 0.23% |
| 47 | NETFLIX INC. | $685K | 7125 | 0.22% |
| 48 | VANGUARD INTL EQUITY INDEX F | $657K | 8754 | 0.21% |
| 49 | ISHARES INC | $636K | 9132 | 0.20% |
| 50 | SALESFORCE INC | $622K | 3334 | 0.20% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.