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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $17.4M | 54228 | 8.11% |
| 2 | DIMENSIONAL ETF TRUST | $15.5M | 343232 | 7.22% |
| 3 | AMERICAN CENTY ETF TR | $12.2M | 109434 | 5.67% |
| 4 | VANGUARD TAX-MANAGED FDS | $11.0M | 171497 | 5.12% |
| 5 | VANGUARD STAR FDS | $9.5M | 123300 | 4.43% |
| 6 | AMERICAN CENTY ETF TR | $9.2M | 108685 | 4.30% |
| 7 | VANGUARD BD INDEX FDS | $9.0M | 115007 | 4.20% |
| 8 | VANGUARD MALVERN FDS | $9.0M | 180545 | 4.20% |
| 9 | DIMENSIONAL ETF TRUST | $8.5M | 218875 | 3.97% |
| 10 | VANGUARD INDEX FDS | $8.2M | 13683 | 3.81% |
| 11 | VANGUARD INDEX FDS | $7.9M | 40025 | 3.66% |
| 12 | VANGUARD BD INDEX FDS | $6.5M | 84637 | 3.04% |
| 13 | VANGUARD INDEX FDS | $4.9M | 11111 | 2.26% |
| 14 | BERKSHIRE HATHAWAY INC DEL | $4.5M | 9479 | 2.12% |
| 15 | DIMENSIONAL ETF TRUST | $4.2M | 108852 | 1.97% |
| 16 | DIMENSIONAL ETF TRUST | $3.9M | 55576 | 1.84% |
| 17 | ISHARES TR | $3.1M | 4778 | 1.45% |
| 18 | STATE STR SPDR S&P 500 ETF T | $3.1M | 4758 | 1.44% |
| 19 | VANGUARD INDEX FDS | $3.0M | 33702 | 1.39% |
| 20 | DIMENSIONAL ETF TRUST | $2.9M | 59185 | 1.34% |
| 21 | APPLE INC | $2.6M | 10116 | 1.20% |
| 22 | VANGUARD WHITEHALL FDS | $2.5M | 17002 | 1.17% |
| 23 | VANGUARD INTL EQUITY INDEX F | $2.5M | 45935 | 1.16% |
| 24 | DIMENSIONAL ETF TRUST | $2.5M | 72384 | 1.14% |
| 25 | VANGUARD INDEX FDS | $2.4M | 8317 | 1.11% |
| 26 | VANGUARD SCOTTSDALE FDS | $2.3M | 28985 | 1.07% |
| 27 | VANGUARD SCOTTSDALE FDS | $2.1M | 35648 | 0.97% |
| 28 | AMERICAN CENTY ETF TR | $2.1M | 25496 | 0.96% |
| 29 | VANGUARD SCOTTSDALE FDS | $2.0M | 34267 | 0.95% |
| 30 | VANGUARD INDEX FDS | $1.8M | 6873 | 0.84% |
| 31 | VANGUARD INDEX FDS | $1.7M | 7823 | 0.79% |
| 32 | VANGUARD SCOTTSDALE FDS | $1.6M | 19661 | 0.76% |
| 33 | SCHWAB STRATEGIC TR | $1.6M | 54965 | 0.75% |
| 34 | DIMENSIONAL ETF TRUST | $1.6M | 45937 | 0.73% |
| 35 | DIMENSIONAL ETF TRUST | $1.4M | 19136 | 0.63% |
| 36 | DIMENSIONAL ETF TRUST | $1.3M | 25097 | 0.62% |
| 37 | SCHWAB STRATEGIC TR | $1.3M | 50214 | 0.60% |
| 38 | SCHWAB STRATEGIC TR | $1.0M | 36080 | 0.47% |
| 39 | ISHARES TR | $856K | 12677 | 0.40% |
| 40 | VANGUARD INDEX FDS | $848K | 2836 | 0.40% |
| 41 | MICROSOFT CORP | $834K | 2254 | 0.39% |
| 42 | SCHWAB STRATEGIC TR | $785K | 31710 | 0.37% |
| 43 | AMERICAN CENTY ETF TR | $780K | 9680 | 0.36% |
| 44 | ISHARES TR | $768K | 3639 | 0.36% |
| 45 | INVESCO QQQ TR | $756K | 1309 | 0.35% |
| 46 | SCHWAB STRATEGIC TR | $742K | 15159 | 0.35% |
| 47 | VANGUARD INDEX FDS | $739K | 3589 | 0.34% |
| 48 | BERKSHIRE HATHAWAY INC DEL | $718K | 1 | 0.33% |
| 49 | SCHWAB STRATEGIC TR | $708K | 21847 | 0.33% |
| 50 | SCHWAB STRATEGIC TR | $686K | 17931 | 0.32% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.