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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $50.2M | 114960 | 28.92% |
| 2 | VANGUARD INDEX FDS | $42.9M | 218561 | 24.70% |
| 3 | VANGUARD INDEX FDS | $18.2M | 69458 | 10.48% |
| 4 | VANGUARD INDEX FDS | $11.6M | 19409 | 6.68% |
| 5 | VANGUARD SCOTTSDALE FDS | $5.9M | 62992 | 3.40% |
| 6 | VANGUARD SCOTTSDALE FDS | $5.8M | 52959 | 3.35% |
| 7 | VANGUARD TAX-MANAGED FDS | $5.0M | 77885 | 2.87% |
| 8 | NVIDIA CORPORATION | $2.8M | 15999 | 1.61% |
| 9 | APPLE INC | $2.7M | 10497 | 1.53% |
| 10 | VANGUARD INTL EQUITY INDEX F | $2.3M | 42386 | 1.32% |
| 11 | VANGUARD INDEX FDS | $1.9M | 5930 | 1.10% |
| 12 | RAYMOND JAMES FINL INC | $1.5M | 10061 | 0.84% |
| 13 | ISHARES TR | $1.4M | 3315 | 0.81% |
| 14 | MICROSOFT CORP | $1.1M | 2927 | 0.62% |
| 15 | AMAZON COM INC | $1.1M | 5119 | 0.61% |
| 16 | VANGUARD SCOTTSDALE FDS | $1.0M | 3520 | 0.60% |
| 17 | VANGUARD INDEX FDS | $1.0M | 5038 | 0.60% |
| 18 | VANGUARD SCOTTSDALE FDS | $953K | 9514 | 0.55% |
| 19 | ALPHABET INC | $943K | 3280 | 0.54% |
| 20 | ISHARES TR | $907K | 4248 | 0.52% |
| 21 | BROADCOM INC | $872K | 2818 | 0.50% |
| 22 | VANGUARD WORLD FD | $862K | 7681 | 0.50% |
| 23 | ALPHABET INC | $781K | 2724 | 0.45% |
| 24 | ISHARES TR | $693K | 2180 | 0.40% |
| 25 | WALMART INC | $692K | 5569 | 0.40% |
| 26 | VANGUARD MALVERN FDS | $634K | 12700 | 0.37% |
| 27 | META PLATFORMS INC | $616K | 1077 | 0.35% |
| 28 | VANGUARD BD INDEX FDS | $607K | 7866 | 0.35% |
| 29 | ISHARES TR | $598K | 6612 | 0.34% |
| 30 | ISHARES TR | $560K | 1571 | 0.32% |
| 31 | BERKSHIRE HATHAWAY INC DEL | $534K | 1115 | 0.31% |
| 32 | TESLA INC | $526K | 1415 | 0.30% |
| 33 | JPMORGAN CHASE & CO | $515K | 1752 | 0.30% |
| 34 | VANGUARD WORLD FD | $494K | 708 | 0.28% |
| 35 | ELI LILLY & CO | $448K | 488 | 0.26% |
| 36 | JOHNSON & JOHNSON | $421K | 1724 | 0.24% |
| 37 | INVESCO EXCHANGE TRADED FD T | $383K | 3175 | 0.22% |
| 38 | EXXON MOBIL CORP | $362K | 2136 | 0.21% |
| 39 | ISHARES TR | $344K | 3542 | 0.20% |
| 40 | VISA INC | $303K | 1004 | 0.17% |
| 41 | PALANTIR TECHNOLOGIES INC | $303K | 2078 | 0.17% |
| 42 | ISHARES GOLD TR | $297K | 3373 | 0.17% |
| 43 | COSTCO WHOLESALE CORPORATION | $280K | 282 | 0.16% |
| 44 | RTX CORPORATION | $257K | 1336 | 0.15% |
| 45 | NETFLIX INC. | $255K | 2656 | 0.15% |
| 46 | ORACLE CORP | $247K | 1684 | 0.14% |
| 47 | ABBVIE INC | $247K | 1136 | 0.14% |
| 48 | MASTERCARD INCORPORATED | $245K | 491 | 0.14% |
| 49 | ISHARES INC | $244K | 3500 | 0.14% |
| 50 | PHILIP MORRIS INTL INC | $216K | 1310 | 0.12% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.