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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | STATE STR SPDR S&P MIDCAP 40 | $517K | 839489 | 5.06% |
| 2 | APPLE INC | $509K | 2008901 | 4.98% |
| 3 | MICROSOFT CORP | $483K | 1306175 | 4.73% |
| 4 | ISHARES TR | $392K | 1101190 | 3.84% |
| 5 | VANGUARD TAX-MANAGED FDS | $262K | 4094914 | 2.57% |
| 6 | VANGUARD WHITEHALL FDS | $207K | 1399111 | 2.03% |
| 7 | ISHARES TR | $193K | 778355 | 1.89% |
| 8 | VANGUARD INDEX FDS | $193K | 603191 | 1.89% |
| 9 | ISHARES TR | $186K | 2777700 | 1.82% |
| 10 | ISHARES TR | $185K | 1904241 | 1.81% |
| 11 | ALPHABET INC | $153K | 534612 | 1.50% |
| 12 | TESLA INC | $136K | 366818 | 1.33% |
| 13 | SPDR SERIES TRUST | $114K | 782740 | 1.12% |
| 14 | VANGUARD SCOTTSDALE FDS | $111K | 1193702 | 1.09% |
| 15 | ALPHABET INC | $99K | 347481 | 0.97% |
| 16 | VANGUARD MUN BD FDS | $92K | 1847849 | 0.90% |
| 17 | DIMENSIONAL ETF TRUST | $91K | 2553519 | 0.89% |
| 18 | ISHARES INC | $90K | 1291220 | 0.88% |
| 19 | META PLATFORMS INC | $90K | 157665 | 0.88% |
| 20 | SILICON LABORATORIES INC | $88K | 425003 | 0.86% |
| 21 | ISHARES TR | $88K | 413266 | 0.86% |
| 22 | BROADCOM INC | $86K | 280861 | 0.84% |
| 23 | DIMENSIONAL ETF TRUST | $79K | 2228502 | 0.77% |
| 24 | ISHARES TR | $78K | 413252 | 0.76% |
| 25 | VANGUARD INDEX FDS | $69K | 233278 | 0.68% |
| 26 | VANGUARD INTL EQUITY INDEX F | $65K | 1207895 | 0.64% |
| 27 | DIMENSIONAL ETF TRUST | $65K | 1789343 | 0.64% |
| 28 | VANGUARD INDEX FDS | $63K | 144783 | 0.62% |
| 29 | DIMENSIONAL ETF TRUST | $60K | 854566 | 0.59% |
| 30 | KEURIG DR PEPPER INC | $55K | 2100769 | 0.54% |
| 31 | DIMENSIONAL ETF TRUST | $55K | 1322962 | 0.54% |
| 32 | BERKSHIRE HATHAWAY INC DEL | $54K | 114581 | 0.53% |
| 33 | MASTERCARD INCORPORATED | $50K | 100796 | 0.49% |
| 34 | DIMENSIONAL ETF TRUST | $50K | 1232278 | 0.49% |
| 35 | INVESCO QQQ TR | $49K | 84897 | 0.48% |
| 36 | TAIWAN SEMICONDUCTOR MANUFAC | $47K | 139440 | 0.46% |
| 37 | ASGN INC | $46K | 1202233 | 0.45% |
| 38 | EXXON MOBIL CORP | $44K | 261651 | 0.43% |
| 39 | ELI LILLY & CO | $43K | 47764 | 0.42% |
| 40 | VANGUARD SPECIALIZED FUNDS | $42K | 196817 | 0.41% |
| 41 | VANGUARD ADMIRAL FDS INC | $40K | 353948 | 0.39% |
| 42 | ISHARES TR | $38K | 121528 | 0.37% |
| 43 | VANGUARD SCOTTSDALE FDS | $38K | 168587 | 0.37% |
| 44 | SPDR GOLD TR | $38K | 89246 | 0.37% |
| 45 | VANGUARD INDEX FDS | $37K | 142216 | 0.36% |
| 46 | HOME DEPOT INC | $36K | 111998 | 0.35% |
| 47 | VANGUARD SCOTTSDALE FDS | $35K | 211225 | 0.34% |
| 48 | VANGUARD INDEX FDS | $34K | 157156 | 0.33% |
| 49 | DIMENSIONAL ETF TRUST | $33K | 708989 | 0.32% |
| 50 | DIMENSIONAL ETF TRUST | $33K | 795001 | 0.32% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.