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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INTERMEDIATE-TERM | $35.0M | 588454 | 14.07% |
| 2 | AVANTIS INTERNATIONAL SMALL CAP | $28.8M | 288385 | 11.56% |
| 3 | DIMENSIONAL EMERGING MARKETS CO | $18.8M | 544566 | 7.55% |
| 4 | VANGUARD SHORT TERM INF PROT SE | $17.4M | 348233 | 6.98% |
| 5 | VANGUARD TOTAL STOCK MARKET ETF | $12.0M | 37423 | 4.82% |
| 6 | VANGUARD FTSE DEVELOPED MARKETS | $9.2M | 143599 | 3.69% |
| 7 | iShares 0-3 Month Treasury Bond | $7.7M | 76277 | 3.08% |
| 8 | BROADCOM INC | $6.6M | 21402 | 2.66% |
| 9 | NVIDIA CORPORATION | $6.5M | 37190 | 2.60% |
| 10 | Dimensional International High | $5.7M | 175941 | 2.28% |
| 11 | APPLE INC | $5.5M | 21763 | 2.22% |
| 12 | Dimensional U.S. High Profitabi | $4.6M | 126414 | 1.87% |
| 13 | DIMENSIONAL INTERNATIONAL SMALL | $4.4M | 111361 | 1.76% |
| 14 | MICROSOFT CORP | $4.2M | 11264 | 1.67% |
| 15 | Avantis US Small Cap Value | $3.5M | 31852 | 1.41% |
| 16 | DFA EMERGING CORE | $3.3M | 97238 | 1.32% |
| 17 | ALPHABET INC CL A | $3.2M | 11178 | 1.29% |
| 18 | AMAZON.COM INC | $3.2M | 15277 | 1.28% |
| 19 | CATERPILLAR INC | $3.2M | 4492 | 1.28% |
| 20 | RTX CORPORATION | $3.1M | 16167 | 1.25% |
| 21 | ALPHABET INC CL C | $2.8M | 9930 | 1.14% |
| 22 | JPMORGAN CHASE & CO | $2.7M | 9073 | 1.07% |
| 23 | COSTCO WHOLESALE CORPORATION | $2.5M | 2503 | 1.00% |
| 24 | DFA US SMALL CAP VALUE | $2.5M | 70540 | 0.99% |
| 25 | BERKSHIRE HATHAWAY INC CLASS B | $2.1M | 4391 | 0.84% |
| 26 | ISHARES RUSSELL 1000 GROWTH | $1.9M | 4509 | 0.77% |
| 27 | META PLATFORMS INC CL A | $1.7M | 3019 | 0.69% |
| 28 | VISA INC CL A | $1.5M | 5094 | 0.62% |
| 29 | EATON CORP PLC | $1.4M | 4051 | 0.58% |
| 30 | ISHARES MSCI EAFE INDEX | $1.4M | 14452 | 0.56% |
| 31 | SPDR S&P MIDCAP 400 | $1.3M | 2096 | 0.52% |
| 32 | SPDR Portfolio Total Stock Mark | $1.3M | 16339 | 0.52% |
| 33 | WALMART INC | $1.3M | 10324 | 0.52% |
| 34 | PEPSICO INC | $1.2M | 7717 | 0.48% |
| 35 | TE CONNECTIVITY PLC | $1.2M | 5660 | 0.47% |
| 36 | DIMENSIONAL US LARGE CAP | $1.2M | 32248 | 0.46% |
| 37 | CHUBB LIMITED | $1.1M | 3485 | 0.46% |
| 38 | NORTHROP GRUMMAN CORP | $1.0M | 1506 | 0.41% |
| 39 | EXXON MOBIL CORP | $1.0M | 6056 | 0.41% |
| 40 | iShares 3-7 Year Treasury Bond | $1.0M | 8490 | 0.40% |
| 41 | THERMO FISHER SCIENTIFIC INC | $1.0M | 2047 | 0.40% |
| 42 | CHEVRON CORPORATION | $992K | 4793 | 0.40% |
| 43 | HOME DEPOT INC | $980K | 2980 | 0.39% |
| 44 | BANK OF AMERICA CORPORATION | $957K | 19635 | 0.38% |
| 45 | UNION PACIFIC CORP | $932K | 3841 | 0.37% |
| 46 | ISHARES CORE S&P MIDCAP ETF | $869K | 12867 | 0.35% |
| 47 | JPMorgan U.S. Quality Factor ET | $849K | 13839 | 0.34% |
| 48 | CONOCOPHILLIPS | $841K | 6370 | 0.34% |
| 49 | ISHARES CORE S&P SMALL-CAP ETF | $818K | 6580 | 0.33% |
| 50 | ISHARES RUSSELL 1000 VALUE INDE | $812K | 3801 | 0.33% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.