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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $37.3M | 62477 | 16.23% |
| 2 | DIMENSIONAL ETF TRUST | $26.8M | 690093 | 11.66% |
| 3 | VANGUARD SCOTTSDALE FDS | $24.3M | 355695 | 10.57% |
| 4 | DIMENSIONAL ETF TRUST | $20.3M | 481164 | 8.83% |
| 5 | VANGUARD SCOTTSDALE FDS | $12.1M | 218499 | 5.26% |
| 6 | VANGUARD TAX-MANAGED FDS | $11.2M | 174636 | 4.87% |
| 7 | VANGUARD MALVERN FDS | $10.2M | 203294 | 4.42% |
| 8 | VANGUARD INTL EQUITY INDEX F | $8.6M | 159117 | 3.74% |
| 9 | VANGUARD INDEX FDS | $8.0M | 36670 | 3.46% |
| 10 | VANGUARD BD INDEX FDS | $7.3M | 98817 | 3.16% |
| 11 | DIMENSIONAL ETF TRUST | $6.5M | 91424 | 2.82% |
| 12 | VANGUARD INDEX FDS | $6.1M | 23464 | 2.67% |
| 13 | VANGUARD SCOTTSDALE FDS | $6.0M | 54877 | 2.62% |
| 14 | VANGUARD INDEX FDS | $3.5M | 10881 | 1.52% |
| 15 | DIMENSIONAL ETF TRUST | $3.3M | 69535 | 1.45% |
| 16 | VANGUARD INDEX FDS | $3.2M | 10451 | 1.37% |
| 17 | STATE STR SPDR S&P 500 ETF T | $2.8M | 4331 | 1.22% |
| 18 | DIMENSIONAL ETF TRUST | $2.8M | 38662 | 1.20% |
| 19 | ISHARES TR | $2.7M | 108226 | 1.18% |
| 20 | AMERICAN CENTY ETF TR | $2.7M | 33485 | 1.17% |
| 21 | DIMENSIONAL ETF TRUST | $2.6M | 78446 | 1.15% |
| 22 | VANGUARD SCOTTSDALE FDS | $2.5M | 26921 | 1.10% |
| 23 | DIMENSIONAL ETF TRUST | $2.5M | 63830 | 1.09% |
| 24 | DIMENSIONAL ETF TRUST | $2.1M | 39853 | 0.91% |
| 25 | DIMENSIONAL ETF TRUST | $1.9M | 40093 | 0.84% |
| 26 | ISHARES TR | $1.2M | 5038 | 0.54% |
| 27 | AMERICAN CENTY ETF TR | $1.2M | 13623 | 0.50% |
| 28 | AMERICAN CENTY ETF TR | $1.1M | 9876 | 0.48% |
| 29 | DIMENSIONAL ETF TRUST | $1.1M | 17369 | 0.47% |
| 30 | VANGUARD INDEX FDS | $968K | 4936 | 0.42% |
| 31 | DIMENSIONAL ETF TRUST | $814K | 15087 | 0.35% |
| 32 | ISHARES TR | $699K | 9406 | 0.30% |
| 33 | DIMENSIONAL ETF TRUST | $635K | 18130 | 0.28% |
| 34 | ISHARES TR | $582K | 6725 | 0.25% |
| 35 | BERKLEY W R CORP | $498K | 7519 | 0.22% |
| 36 | VANGUARD INTL EQUITY INDEX F | $440K | 3024 | 0.19% |
| 37 | DIMENSIONAL ETF TRUST | $429K | 12421 | 0.19% |
| 38 | ISHARES TR | $384K | 2027 | 0.17% |
| 39 | ISHARES TR | $384K | 7992 | 0.17% |
| 40 | DIMENSIONAL ETF TRUST | $357K | 10073 | 0.16% |
| 41 | DIMENSIONAL ETF TRUST | $307K | 8618 | 0.13% |
| 42 | ISHARES TR | $306K | 2968 | 0.13% |
| 43 | SCHWAB STRATEGIC TR | $249K | 5339 | 0.11% |
| 44 | APPLE INC | $241K | 950 | 0.10% |
| 45 | ISHARES TR | $239K | 3049 | 0.10% |
| 46 | MICROSOFT CORP | $219K | 594 | 0.10% |
| 47 | DIMENSIONAL ETF TRUST | $204K | 2765 | 0.09% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.