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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | $28.6M | 458244 | 23.75% |
| 2 | HUBSPOT INC | $9.9M | 24747 | 8.24% |
| 3 | VANGUARD INTL EQUITY INDEX F | $9.6M | 178573 | 7.97% |
| 4 | ISHARES TR | $6.4M | 63694 | 5.31% |
| 5 | AMAZON COM INC | $5.9M | 25367 | 4.86% |
| 6 | WORLD GOLD TR | $4.8M | 56736 | 4.02% |
| 7 | MICROSOFT CORP | $4.4M | 9151 | 3.67% |
| 8 | VANGUARD INDEX FDS | $3.8M | 11290 | 3.14% |
| 9 | NVIDIA CORPORATION | $3.2M | 17185 | 2.66% |
| 10 | APPLE INC | $3.0M | 11113 | 2.51% |
| 11 | VANGUARD INDEX FDS | $1.8M | 2948 | 1.53% |
| 12 | ISHARES TR | $1.8M | 19993 | 1.48% |
| 13 | ALPHABET INC | $1.5M | 4689 | 1.22% |
| 14 | ALPHABET INC | $1.3M | 4004 | 1.04% |
| 15 | BROADCOM INC | $1.1M | 3251 | 0.93% |
| 16 | META PLATFORMS INC | $965K | 1462 | 0.80% |
| 17 | WALMART INC | $909K | 8160 | 0.75% |
| 18 | EPAM SYS INC | $820K | 4000 | 0.68% |
| 19 | SCHWAB STRATEGIC TR | $786K | 32682 | 0.65% |
| 20 | JPMORGAN CHASE & CO. | $732K | 2272 | 0.61% |
| 21 | TESLA INC | $692K | 1538 | 0.57% |
| 22 | ISHARES INC | $586K | 8719 | 0.49% |
| 23 | ELI LILLY & CO | $544K | 506 | 0.45% |
| 24 | ABBVIE INC | $521K | 2279 | 0.43% |
| 25 | EXXON MOBIL CORP | $518K | 4307 | 0.43% |
| 26 | BERKSHIRE HATHAWAY INC DEL | $479K | 952 | 0.40% |
| 27 | TJX COS INC NEW | $411K | 2677 | 0.34% |
| 28 | VISA INC | $397K | 1131 | 0.33% |
| 29 | MCKESSON CORP | $384K | 468 | 0.32% |
| 30 | GILEAD SCIENCES INC | $374K | 3047 | 0.31% |
| 31 | CARDINAL HEALTH INC | $365K | 1778 | 0.30% |
| 32 | PROGRESSIVE CORP | $364K | 1599 | 0.30% |
| 33 | HARTFORD INSURANCE GROUP INC | $363K | 2633 | 0.30% |
| 34 | TRAVELERS COMPANIES INC | $358K | 1233 | 0.30% |
| 35 | ISHARES GOLD TR | $358K | 4408 | 0.30% |
| 36 | FOX CORP | $352K | 4815 | 0.29% |
| 37 | LEIDOS HOLDINGS INC | $345K | 1913 | 0.29% |
| 38 | NEWMONT CORP | $342K | 3424 | 0.28% |
| 39 | CENCORA INC | $340K | 1008 | 0.28% |
| 40 | LAUREATE EDUCATION INC | $335K | 9944 | 0.28% |
| 41 | FOX CORP | $335K | 5158 | 0.28% |
| 42 | AT&T INC | $330K | 13271 | 0.27% |
| 43 | SCHWAB CHARLES CORP | $330K | 3300 | 0.27% |
| 44 | AMERICAN EXPRESS CO | $329K | 890 | 0.27% |
| 45 | MGIC INVT CORP WIS | $326K | 11161 | 0.27% |
| 46 | LOEWS CORP | $325K | 3082 | 0.27% |
| 47 | MUELLER INDS INC | $325K | 2827 | 0.27% |
| 48 | EXELIXIS INC | $321K | 7333 | 0.27% |
| 49 | MERCURY GENL CORP NEW | $313K | 3323 | 0.26% |
| 50 | OLD REP INTL CORP | $313K | 6849 | 0.26% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.