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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $29.9M | 137682 | 13.18% |
| 2 | EXCHANGE TRADED CONCEPTS TRU | $24.2M | 731094 | 10.65% |
| 3 | VANGUARD INDEX FDS | $23.8M | 129119 | 10.48% |
| 4 | VANGUARD CHARLOTTE FDS | $14.9M | 310768 | 6.58% |
| 5 | SCHWAB STRATEGIC TR | $14.1M | 529909 | 6.21% |
| 6 | SCHWAB STRATEGIC TR | $10.8M | 464192 | 4.75% |
| 7 | EXCHANGE TRADED CONCEPTS TRU | $10.0M | 890694 | 4.42% |
| 8 | VANGUARD INTL EQUITY INDEX F | $9.9M | 68039 | 4.37% |
| 9 | VANGUARD INDEX FDS | $9.4M | 29337 | 4.15% |
| 10 | SCHWAB STRATEGIC TR | $7.1M | 293361 | 3.14% |
| 11 | VANGUARD TAX-MANAGED FDS | $6.8M | 106813 | 3.02% |
| 12 | VANGUARD SPECIALIZED FUNDS | $6.5M | 30388 | 2.88% |
| 13 | SCHWAB STRATEGIC TR | $4.6M | 99085 | 2.02% |
| 14 | DIMENSIONAL ETF TRUST | $3.9M | 93188 | 1.71% |
| 15 | VANGUARD BD INDEX FDS | $3.6M | 48337 | 1.57% |
| 16 | WISDOMTREE TR | $3.5M | 43268 | 1.55% |
| 17 | ISHARES TR | $3.2M | 63523 | 1.40% |
| 18 | VANGUARD SCOTTSDALE FDS | $2.5M | 42598 | 1.10% |
| 19 | STATE STR SPDR S&P 500 ETF T | $2.4M | 3651 | 1.05% |
| 20 | VANGUARD INTL EQUITY INDEX F | $2.4M | 31601 | 1.05% |
| 21 | DIMENSIONAL ETF TRUST | $2.2M | 35801 | 0.98% |
| 22 | SCHWAB STRATEGIC TR | $2.1M | 45735 | 0.94% |
| 23 | EXCHANGE TRADED CONCEPTS TRU | $1.7M | 141960 | 0.73% |
| 24 | APPLE INC | $1.6M | 6111 | 0.68% |
| 25 | DIMENSIONAL ETF TRUST | $1.5M | 42140 | 0.65% |
| 26 | SYMBOTIC INC | $1.4M | 26500 | 0.62% |
| 27 | JPMORGAN CHASE & CO | $1.4M | 4673 | 0.61% |
| 28 | VANGUARD INDEX FDS | $1.4M | 5210 | 0.60% |
| 29 | MICROSOFT CORP | $1.3M | 3605 | 0.59% |
| 30 | VANGUARD INTL EQUITY INDEX F | $1.0M | 18911 | 0.45% |
| 31 | VANGUARD WORLD FD | $1.0M | 1446 | 0.44% |
| 32 | NVIDIA CORPORATION | $965K | 5531 | 0.43% |
| 33 | BERKSHIRE HATHAWAY INC DEL | $863K | 1800 | 0.38% |
| 34 | GE AEROSPACE | $762K | 2686 | 0.34% |
| 35 | VANGUARD INDEX FDS | $711K | 3626 | 0.31% |
| 36 | CURTISS WRIGHT CORP | $631K | 926 | 0.28% |
| 37 | AUTOMATIC DATA PROCESSING IN | $630K | 3100 | 0.28% |
| 38 | ISHARES TR | $606K | 928 | 0.27% |
| 39 | EXXON MOBIL CORP | $596K | 3512 | 0.26% |
| 40 | INTERNATIONAL BUSINESS MACHS | $595K | 2454 | 0.26% |
| 41 | ABBVIE INC | $594K | 2733 | 0.26% |
| 42 | VANGUARD SCOTTSDALE FDS | $573K | 1992 | 0.25% |
| 43 | GE VERNOVA INC | $559K | 640 | 0.25% |
| 44 | ALPHABET INC | $454K | 1580 | 0.20% |
| 45 | HOME DEPOT INC | $423K | 1287 | 0.19% |
| 46 | WISDOMTREE TR | $404K | 10073 | 0.18% |
| 47 | VANGUARD INDEX FDS | $399K | 1319 | 0.18% |
| 48 | VANGUARD INDEX FDS | $390K | 1358 | 0.17% |
| 49 | ALPHABET INC | $376K | 1310 | 0.17% |
| 50 | WASTE MGMT INC DEL | $342K | 1489 | 0.15% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.