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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $38.9M | 791906 | 20.60% |
| 2 | VANGUARD SCOTTSDALE FDS | $17.4M | 254869 | 9.20% |
| 3 | DIMENSIONAL ETF TRUST | $14.4M | 342233 | 7.61% |
| 4 | DIMENSIONAL ETF TRUST | $11.1M | 275554 | 5.86% |
| 5 | SCHWAB STRATEGIC TR | $9.5M | 352559 | 5.01% |
| 6 | DIMENSIONAL ETF TRUST | $5.7M | 152642 | 3.02% |
| 7 | ISHARES TR | $5.5M | 7741 | 2.93% |
| 8 | ISHARES TR | $3.9M | 84921 | 2.08% |
| 9 | DIMENSIONAL ETF TRUST | $3.6M | 99534 | 1.93% |
| 10 | DIMENSIONAL ETF TRUST | $3.5M | 89797 | 1.85% |
| 11 | DIMENSIONAL ETF TRUST | $3.4M | 92610 | 1.82% |
| 12 | ISHARES TR | $2.6M | 11553 | 1.35% |
| 13 | ISHARES TR | $2.5M | 19671 | 1.34% |
| 14 | BLACKROCK ETF TRUST | $2.5M | 39078 | 1.31% |
| 15 | VANGUARD BD INDEX FDS | $2.3M | 45483 | 1.20% |
| 16 | ISHARES INC | $2.2M | 28469 | 1.16% |
| 17 | DIMENSIONAL ETF TRUST | $2.1M | 39326 | 1.13% |
| 18 | ISHARES TR | $1.8M | 23696 | 0.95% |
| 19 | BERKSHIRE HATHAWAY INC DEL | $1.7M | 3654 | 0.92% |
| 20 | BLACKROCK ETF TRUST | $1.7M | 66039 | 0.91% |
| 21 | DIMENSIONAL ETF TRUST | $1.7M | 30696 | 0.88% |
| 22 | ISHARES TR | $1.6M | 34553 | 0.82% |
| 23 | ISHARES TR | $1.5M | 14435 | 0.82% |
| 24 | SCHWAB STRATEGIC TR | $1.5M | 46309 | 0.80% |
| 25 | ISHARES TR | $1.5M | 12722 | 0.78% |
| 26 | ISHARES TR | $1.5M | 14689 | 0.78% |
| 27 | BLACKROCK ETF TRUST II | $1.4M | 27238 | 0.75% |
| 28 | ISHARES TR | $1.4M | 14791 | 0.74% |
| 29 | DIMENSIONAL ETF TRUST | $1.3M | 35172 | 0.71% |
| 30 | ISHARES TR | $1.3M | 6241 | 0.68% |
| 31 | DIMENSIONAL ETF TRUST | $1.2M | 30303 | 0.65% |
| 32 | DIMENSIONAL ETF TRUST | $1.2M | 36061 | 0.63% |
| 33 | ISHARES TR | $1.2M | 52111 | 0.63% |
| 34 | BLACKROCK ETF TRUST | $1.1M | 44583 | 0.61% |
| 35 | DIMENSIONAL ETF TRUST | $1.1M | 23821 | 0.60% |
| 36 | BLACKROCK ETF TRUST | $1.1M | 27331 | 0.60% |
| 37 | ISHARES TR | $1.1M | 21162 | 0.56% |
| 38 | ISHARES TR | $1.1M | 20783 | 0.56% |
| 39 | BLACKROCK ETF TRUST | $1.0M | 25615 | 0.55% |
| 40 | ISHARES TR | $1.0M | 10856 | 0.54% |
| 41 | ISHARES TR | $979K | 3526 | 0.52% |
| 42 | DIMENSIONAL ETF TRUST | $868K | 20567 | 0.46% |
| 43 | SELECT SECTOR SPDR TR | $843K | 5300 | 0.45% |
| 44 | NVIDIA CORPORATION | $831K | 3970 | 0.44% |
| 45 | ISHARES TR | $822K | 8675 | 0.44% |
| 46 | ISHARES TR | $814K | 14212 | 0.43% |
| 47 | APPLE INC | $809K | 2994 | 0.43% |
| 48 | ISHARES TR | $789K | 5092 | 0.42% |
| 49 | BLACKROCK ETF TRUST II | $759K | 14619 | 0.40% |
| 50 | DIMENSIONAL ETF TRUST | $742K | 19397 | 0.39% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.