
Loading portfolio…

Loading portfolio…
| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $128.5M | 1865705 | 4.66% |
| 2 | DIMENSIONAL ETF TRUST | $91.3M | 1491922 | 3.31% |
| 3 | ISHARES TR | $90.3M | 142225 | 3.27% |
| 4 | APPLE INC | $78.5M | 318269 | 2.85% |
| 5 | NVIDIA CORPORATION | $60.0M | 363229 | 2.18% |
| 6 | DIMENSIONAL ETF TRUST | $60.0M | 1586685 | 2.18% |
| 7 | VANGUARD INTL EQUITY INDEX F | $56.5M | 1077278 | 2.05% |
| 8 | DIMENSIONAL ETF TRUST | $55.7M | 1083909 | 2.02% |
| 9 | ISHARES TR | $54.6M | 551062 | 1.98% |
| 10 | ISHARES TR | $46.5M | 530623 | 1.69% |
| 11 | MICROSOFT CORP | $41.2M | 114791 | 1.49% |
| 12 | DIMENSIONAL ETF TRUST | $40.3M | 847220 | 1.46% |
| 13 | DIMENSIONAL ETF TRUST | $36.9M | 975380 | 1.34% |
| 14 | VANGUARD INDEX FDS | $34.7M | 59787 | 1.26% |
| 15 | VANGUARD WORLD FD | $30.9M | 216700 | 1.12% |
| 16 | VANGUARD SCOTTSDALE FDS | $28.9M | 486707 | 1.05% |
| 17 | AMAZON COM INC | $28.8M | 143388 | 1.04% |
| 18 | ALPHABET INC | $24.7M | 90237 | 0.89% |
| 19 | VANGUARD BD INDEX FDS | $23.7M | 322625 | 0.86% |
| 20 | VANGUARD INDEX FDS | $22.7M | 53956 | 0.82% |
| 21 | BROADCOM INC | $20.1M | 68462 | 0.73% |
| 22 | DIMENSIONAL ETF TRUST | $19.6M | 513430 | 0.71% |
| 23 | ALPHABET INC | $19.1M | 69816 | 0.69% |
| 24 | META PLATFORMS INC | $18.8M | 35127 | 0.68% |
| 25 | VANGUARD INTL EQUITY INDEX F | $18.1M | 134512 | 0.65% |
| 26 | JPMORGAN CHASE & CO | $16.8M | 59052 | 0.61% |
| 27 | NANO LABS LTD | $16.7M | 5655934 | 0.60% |
| 28 | BERKSHIRE HATHAWAY INC DEL | $16.5M | 34715 | 0.60% |
| 29 | AMERICAN CENTY ETF TR | $16.2M | 150051 | 0.59% |
| 30 | WISDOMTREE TR | $15.5M | 180457 | 0.56% |
| 31 | VANGUARD INDEX FDS | $15.4M | 79955 | 0.56% |
| 32 | CAPITAL GROUP CORE BALANCED | $14.4M | 426687 | 0.52% |
| 33 | SSGA ACTIVE ETF TR | $14.4M | 400187 | 0.52% |
| 34 | FIRST TR EXCHNG TRADED FD VI | $14.3M | 580959 | 0.52% |
| 35 | WISDOMTREE TR | $14.2M | 277406 | 0.52% |
| 36 | CAPITAL GROUP DIVIDEND GROWE | $14.0M | 397851 | 0.51% |
| 37 | ISHARES TR | $13.7M | 101266 | 0.50% |
| 38 | TESLA INC | $13.6M | 38242 | 0.49% |
| 39 | JOHNSON & JOHNSON | $13.6M | 56007 | 0.49% |
| 40 | VANGUARD BD INDEX FDS | $12.9M | 164517 | 0.47% |
| 41 | VANGUARD INDEX FDS | $12.8M | 41094 | 0.46% |
| 42 | ELI LILLY & CO | $12.4M | 13989 | 0.45% |
| 43 | CAPITAL GRP FIXED INCM ETF T | $12.3M | 455538 | 0.45% |
| 44 | PUTNAM ETF TRUST | $12.1M | 265281 | 0.44% |
| 45 | DIMENSIONAL ETF TRUST | $11.7M | 168970 | 0.42% |
| 46 | CAPITAL GROUP GLOBAL EQUITY | $11.6M | 394290 | 0.42% |
| 47 | EXXON MOBIL CORP | $11.1M | 64892 | 0.40% |
| 48 | WISDOMTREE TR | $10.9M | 251297 | 0.39% |
| 49 | ISHARES INC | $10.7M | 159239 | 0.39% |
| 50 | VANGUARD SCOTTSDALE FDS | $10.2M | 96303 | 0.37% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.