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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $38.2M | 847418 | 7.28% |
| 2 | AMERICAN CENTY ETF TR | $28.8M | 260300 | 5.47% |
| 3 | VANGUARD BD INDEX FDS | $25.5M | 345744 | 4.85% |
| 4 | DIMENSIONAL ETF TRUST | $24.7M | 634026 | 4.70% |
| 5 | VANGUARD BD INDEX FDS | $24.6M | 494490 | 4.69% |
| 6 | AMERICAN CENTY ETF TR | $21.3M | 263925 | 4.05% |
| 7 | VANGUARD BD INDEX FDS | $19.6M | 254146 | 3.73% |
| 8 | AMERICAN CENTY ETF TR | $19.1M | 237596 | 3.64% |
| 9 | DIMENSIONAL ETF TRUST | $15.2M | 288772 | 2.90% |
| 10 | AMERICAN CENTY ETF TR | $14.7M | 132050 | 2.79% |
| 11 | VANGUARD TAX-MANAGED FDS | $13.9M | 217311 | 2.65% |
| 12 | SPDR SERIES TRUST | $13.7M | 470619 | 2.61% |
| 13 | AMERICAN CENTY ETF TR | $13.6M | 136626 | 2.60% |
| 14 | VANGUARD INDEX FDS | $12.8M | 39970 | 2.44% |
| 15 | VANGUARD INDEX FDS | $11.4M | 43425 | 2.17% |
| 16 | VANGUARD INDEX FDS | $11.3M | 25768 | 2.14% |
| 17 | ISHARES TR | $10.7M | 220154 | 2.03% |
| 18 | ISHARES TR | $10.2M | 214361 | 1.94% |
| 19 | ISHARES TR | $9.1M | 116247 | 1.74% |
| 20 | VANGUARD INDEX FDS | $9.0M | 15142 | 1.72% |
| 21 | VANGUARD INDEX FDS | $8.1M | 28371 | 1.55% |
| 22 | AMERICAN CENTY ETF TR | $8.0M | 107450 | 1.53% |
| 23 | APPLE INC | $7.9M | 31318 | 1.51% |
| 24 | VANGUARD INDEX FDS | $7.5M | 84970 | 1.43% |
| 25 | DIMENSIONAL ETF TRUST | $7.4M | 153664 | 1.40% |
| 26 | SPDR INDEX SHS FDS | $7.3M | 155265 | 1.39% |
| 27 | VANGUARD INDEX FDS | $5.1M | 25927 | 0.97% |
| 28 | ISHARES TR | $4.8M | 33848 | 0.92% |
| 29 | VANGUARD BD INDEX FDS | $4.8M | 61437 | 0.92% |
| 30 | ISHARES TR | $4.7M | 56526 | 0.90% |
| 31 | SPDR SERIES TRUST | $4.6M | 59923 | 0.87% |
| 32 | INVESCO EXCHANGE TRADED FD T | $4.4M | 22753 | 0.83% |
| 33 | J P MORGAN EXCHANGE TRADED F | $4.3M | 83979 | 0.81% |
| 34 | ISHARES TR | $3.8M | 5838 | 0.73% |
| 35 | VANGUARD SPECIALIZED FUNDS | $3.7M | 17340 | 0.71% |
| 36 | ISHARES TR | $3.4M | 45613 | 0.64% |
| 37 | GENERAL DYNAMICS CORP | $3.4M | 9775 | 0.64% |
| 38 | MICROSOFT CORP | $3.3M | 8924 | 0.63% |
| 39 | RBB FD INC | $3.2M | 64938 | 0.62% |
| 40 | ISHARES TR | $3.2M | 29878 | 0.61% |
| 41 | ISHARES TR | $2.8M | 25122 | 0.54% |
| 42 | ISHARES TR | $2.8M | 55530 | 0.53% |
| 43 | DIMENSIONAL ETF TRUST | $2.7M | 55459 | 0.51% |
| 44 | ISHARES TR | $2.6M | 6887 | 0.49% |
| 45 | NVIDIA CORPORATION | $2.3M | 13165 | 0.44% |
| 46 | VANGUARD WHITEHALL FDS | $2.3M | 15327 | 0.43% |
| 47 | AMAZON COM INC | $2.1M | 10194 | 0.40% |
| 48 | AMERICAN CENTY ETF TR | $1.9M | 22681 | 0.37% |
| 49 | ALPHABET INC | $1.9M | 6537 | 0.36% |
| 50 | ALPHABET INC | $1.8M | 6303 | 0.35% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.