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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $32.2M | 713763 | 13.33% |
| 2 | DIMENSIONAL ETF TRUST | $22.1M | 522702 | 9.14% |
| 3 | DIMENSIONAL ETF TRUST | $17.9M | 427914 | 7.39% |
| 4 | DIMENSIONAL ETF TRUST | $14.7M | 419371 | 6.08% |
| 5 | AMERICAN CENTY ETF TR | $12.7M | 289024 | 5.27% |
| 6 | DIMENSIONAL ETF TRUST | $12.2M | 343333 | 5.05% |
| 7 | DIMENSIONAL ETF TRUST | $12.0M | 347110 | 4.96% |
| 8 | VANGUARD MUN BD FDS | $11.4M | 228992 | 4.73% |
| 9 | DIMENSIONAL ETF TRUST | $11.2M | 284429 | 4.64% |
| 10 | DIMENSIONAL ETF TRUST | $11.2M | 157689 | 4.63% |
| 11 | AMERICAN CENTY ETF TR | $10.3M | 93276 | 4.27% |
| 12 | AMERICAN CENTY ETF TR | $9.2M | 108441 | 3.81% |
| 13 | VANGUARD CHARLOTTE FDS | $7.8M | 162354 | 3.23% |
| 14 | AMERICAN CENTY ETF TR | $7.3M | 72854 | 3.01% |
| 15 | AMERICAN CENTY ETF TR | $6.2M | 77053 | 2.57% |
| 16 | VANGUARD MUN BD FDS | $5.3M | 71095 | 2.21% |
| 17 | DIMENSIONAL ETF TRUST | $4.6M | 73487 | 1.90% |
| 18 | AMERICAN CENTY ETF TR | $4.6M | 41177 | 1.90% |
| 19 | DIMENSIONAL ETF TRUST | $3.8M | 52865 | 1.56% |
| 20 | DIMENSIONAL ETF TRUST | $3.7M | 139040 | 1.53% |
| 21 | DIMENSIONAL ETF TRUST | $2.8M | 71746 | 1.15% |
| 22 | ISHARES TR | $2.7M | 25069 | 1.10% |
| 23 | VANGUARD BD INDEX FDS | $2.1M | 26826 | 0.86% |
| 24 | SCHWAB STRATEGIC TR | $1.9M | 72007 | 0.79% |
| 25 | SCHWAB STRATEGIC TR | $1.3M | 50619 | 0.53% |
| 26 | DIMENSIONAL ETF TRUST | $1.1M | 32287 | 0.45% |
| 27 | VANGUARD MALVERN FDS | $1.0M | 20335 | 0.42% |
| 28 | VANGUARD INDEX FDS | $929K | 2896 | 0.38% |
| 29 | ISHARES TR | $763K | 15241 | 0.32% |
| 30 | VANGUARD BD INDEX FDS | $725K | 9245 | 0.30% |
| 31 | ADVANCED MICRO DEVICES INC | $718K | 3530 | 0.30% |
| 32 | DIMENSIONAL ETF TRUST | $715K | 14909 | 0.30% |
| 33 | VULCAN MATLS CO | $573K | 2105 | 0.24% |
| 34 | VANGUARD SCOTTSDALE FDS | $569K | 9714 | 0.24% |
| 35 | ISHARES TR | $473K | 4285 | 0.20% |
| 36 | DIMENSIONAL ETF TRUST | $430K | 8200 | 0.18% |
| 37 | DIMENSIONAL ETF TRUST | $403K | 8307 | 0.17% |
| 38 | VANGUARD INDEX FDS | $303K | 1015 | 0.13% |
| 39 | NETFLIX INC. | $291K | 3030 | 0.12% |
| 40 | ISHARES U S ETF TR | $279K | 5485 | 0.12% |
| 41 | VANGUARD INDEX FDS | $278K | 637 | 0.12% |
| 42 | AMAZON COM INC | $268K | 1285 | 0.11% |
| 43 | AMERICAN CENTY ETF TR | $239K | 3977 | 0.10% |
| 44 | DIMENSIONAL ETF TRUST | $238K | 5800 | 0.10% |
| 45 | DIMENSIONAL ETF TRUST | $229K | 6238 | 0.09% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.