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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $33.1M | 168545 | 11.80% |
| 2 | DIMENSIONAL ETF TRUST | $32.0M | 900526 | 11.42% |
| 3 | DIMENSIONAL ETF TRUST | $30.4M | 427711 | 10.86% |
| 4 | VANGUARD BD INDEX FDS | $29.0M | 375206 | 10.34% |
| 5 | DIMENSIONAL ETF TRUST | $28.3M | 791358 | 10.09% |
| 6 | VANGUARD INDEX FDS | $24.4M | 55805 | 8.70% |
| 7 | SPDR GOLD TR | $17.7M | 41179 | 6.32% |
| 8 | WISDOMTREE TR | $12.1M | 239376 | 4.30% |
| 9 | ISHARES TR | $11.8M | 130642 | 4.22% |
| 10 | VANGUARD CHARLOTTE FDS | $6.4M | 132734 | 2.28% |
| 11 | DIMENSIONAL ETF TRUST | $5.0M | 147664 | 1.77% |
| 12 | VANGUARD WORLD FD | $4.8M | 6927 | 1.73% |
| 13 | APPLE INC | $4.3M | 16799 | 1.52% |
| 14 | NVIDIA CORPORATION | $3.0M | 17289 | 1.08% |
| 15 | AMERICAN CENTY ETF TR | $3.0M | 37077 | 1.07% |
| 16 | MICROSOFT CORP | $2.2M | 5984 | 0.79% |
| 17 | AMAZON COM INC | $2.0M | 9585 | 0.71% |
| 18 | ALPHABET INC | $1.8M | 6233 | 0.64% |
| 19 | VANECK ETF TRUST | $1.5M | 4031 | 0.55% |
| 20 | META PLATFORMS INC | $1.2M | 2026 | 0.41% |
| 21 | ALPHABET INC | $1.1M | 3663 | 0.38% |
| 22 | ELI LILLY & CO | $1.0M | 1112 | 0.37% |
| 23 | ADVANCED MICRO DEVICES INC | $1.0M | 5009 | 0.36% |
| 24 | TESLA INC | $1.0M | 2708 | 0.36% |
| 25 | JPMORGAN CHASE & CO | $1.0M | 3405 | 0.36% |
| 26 | BROADCOM INC | $993K | 3209 | 0.35% |
| 27 | BERKSHIRE HATHAWAY INC DEL | $918K | 1915 | 0.33% |
| 28 | ISHARES TR | $915K | 19818 | 0.33% |
| 29 | FIRST TR EXCHANGE-TRADED FD | $817K | 7475 | 0.29% |
| 30 | NETFLIX INC. | $810K | 8423 | 0.29% |
| 31 | NOVARTIS AG | $584K | 3820 | 0.21% |
| 32 | EXXON MOBIL CORP | $572K | 3369 | 0.20% |
| 33 | JOHNSON & JOHNSON | $550K | 2251 | 0.20% |
| 34 | COSTCO WHOLESALE CORPORATION | $526K | 528 | 0.19% |
| 35 | ABBVIE INC | $507K | 2331 | 0.18% |
| 36 | WALMART INC | $499K | 4016 | 0.18% |
| 37 | CHEVRON CORPORATION | $488K | 2359 | 0.17% |
| 38 | HSBC HLDGS PLC | $483K | 5853 | 0.17% |
| 39 | VISA INC | $479K | 1586 | 0.17% |
| 40 | LAMB WESTON HLDGS INC | $431K | 10210 | 0.15% |
| 41 | CONAGRA BRANDS INC | $428K | 27257 | 0.15% |
| 42 | DANAHER CORP DEL | $419K | 2209 | 0.15% |
| 43 | CATERPILLAR INC | $393K | 555 | 0.14% |
| 44 | EATON CORP PLC | $350K | 979 | 0.12% |
| 45 | HOME DEPOT INC | $338K | 1026 | 0.12% |
| 46 | DIMENSIONAL ETF TRUST | $335K | 7892 | 0.12% |
| 47 | DIMENSIONAL ETF TRUST | $325K | 7904 | 0.12% |
| 48 | QUEST DIAGNOSTICS INC | $320K | 1635 | 0.11% |
| 49 | AMERICAN CENTY ETF TR | $320K | 3968 | 0.11% |
| 50 | MASTERCARD INCORPORATED | $318K | 637 | 0.11% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.