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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $31.3M | 52427 | 26.91% |
| 2 | VANGUARD INTL EQUITY INDEX F | $15.8M | 210246 | 13.56% |
| 3 | VANGUARD INDEX FDS | $8.6M | 41661 | 7.36% |
| 4 | VANGUARD TAX-MANAGED FDS | $7.8M | 121824 | 6.70% |
| 5 | VANGUARD INDEX FDS | $6.5M | 33261 | 5.60% |
| 6 | VANGUARD INDEX FDS | $6.1M | 14036 | 5.27% |
| 7 | VANGUARD INTL EQUITY INDEX F | $5.0M | 92964 | 4.32% |
| 8 | STATE STR SPDR S&P 500 ETF T | $4.7M | 7225 | 4.04% |
| 9 | DIMENSIONAL ETF TRUST | $4.4M | 82459 | 3.74% |
| 10 | ISHARES TR | $3.5M | 29826 | 3.04% |
| 11 | FIRST TR EXCHANGE-TRADED FD | $3.5M | 16321 | 3.03% |
| 12 | SCHWAB STRATEGIC TR | $3.2M | 132930 | 2.77% |
| 13 | ISHARES TR | $3.1M | 24720 | 2.64% |
| 14 | SCHWAB STRATEGIC TR | $2.8M | 91709 | 2.42% |
| 15 | FIRST TR EXCHANGE-TRADED FD | $2.8M | 17099 | 2.40% |
| 16 | ISHARES TR | $1.1M | 10000 | 0.91% |
| 17 | DIMENSIONAL ETF TRUST | $986K | 24999 | 0.85% |
| 18 | VANGUARD INDEX FDS | $983K | 3290 | 0.84% |
| 19 | VANGUARD MUN BD FDS | $976K | 19569 | 0.84% |
| 20 | ISHARES TR | $610K | 2458 | 0.52% |
| 21 | LOCKHEED MARTIN CORP | $456K | 754 | 0.39% |
| 22 | WALMART INC | $359K | 2891 | 0.31% |
| 23 | ISHARES TR | $319K | 3278 | 0.27% |
| 24 | VANGUARD INDEX FDS | $293K | 914 | 0.25% |
| 25 | GLOBAL X FDS | $268K | 3434 | 0.23% |
| 26 | APPLE INC | $256K | 1008 | 0.22% |
| 27 | SPDR GOLD TR | $237K | 550 | 0.20% |
| 28 | ISHARES GOLD TR | $223K | 2525 | 0.19% |
| 29 | ISHARES TR | $206K | 1848 | 0.18% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.