Loading portfolio…
| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | $54.6M | 153195 | 23.96% |
| 2 | DIMENSIONAL ETF TRUST | $30.3M | 825016 | 13.30% |
| 3 | DOUBLELINE ETF TRUST | $28.0M | 558329 | 12.26% |
| 4 | SPDR SERIES TRUST | $24.9M | 271386 | 10.91% |
| 5 | DIMENSIONAL ETF TRUST | $20.4M | 573822 | 8.94% |
| 6 | DIMENSIONAL ETF TRUST | $9.6M | 246649 | 4.20% |
| 7 | DIMENSIONAL ETF TRUST | $9.3M | 269104 | 4.08% |
| 8 | DOUBLELINE ETF TRUST | $8.7M | 189909 | 3.82% |
| 9 | DIMENSIONAL ETF TRUST | $6.5M | 184703 | 2.84% |
| 10 | SELECT SECTOR SPDR TR | $6.4M | 138751 | 2.79% |
| 11 | VANGUARD WORLD FD | $5.5M | 24654 | 2.43% |
| 12 | VANGUARD WHITEHALL FDS | $4.2M | 28088 | 1.82% |
| 13 | DIMENSIONAL ETF TRUST | $3.6M | 67814 | 1.57% |
| 14 | ISHARES TR | $3.6M | 76342 | 1.57% |
| 15 | DIMENSIONAL ETF TRUST | $2.4M | 51059 | 1.07% |
| 16 | ISHARES BITCOIN TRUST ETF | $2.4M | 62389 | 1.05% |
| 17 | STATE STR SPDR S&P 500 ETF T | $2.3M | 3463 | 0.99% |
| 18 | DIMENSIONAL ETF TRUST | $821K | 19457 | 0.36% |
| 19 | NVIDIA CORPORATION | $484K | 2778 | 0.21% |
| 20 | APPLE INC | $431K | 1698 | 0.19% |
| 21 | ISHARES TR | $428K | 5755 | 0.19% |
| 22 | SCHWAB STRATEGIC TR | $362K | 14116 | 0.16% |
| 23 | DIMENSIONAL ETF TRUST | $360K | 4884 | 0.16% |
| 24 | VANGUARD INTL EQUITY INDEX F | $336K | 6217 | 0.15% |
| 25 | VANGUARD BD INDEX FDS | $328K | 4179 | 0.14% |
| 26 | VANGUARD INDEX FDS | $287K | 1323 | 0.13% |
| 27 | VANGUARD SCOTTSDALE FDS | $262K | 4393 | 0.11% |
| 28 | SCHWAB STRATEGIC TR | $258K | 9688 | 0.11% |
| 29 | SCHWAB STRATEGIC TR | $251K | 10130 | 0.11% |
| 30 | ISHARES GOLD TR | $220K | 2492 | 0.10% |
| 31 | SPDR SERIES TRUST | $218K | 2853 | 0.10% |
| 32 | AMAZON COM INC | $206K | 989 | 0.09% |
| 33 | FIRST TR EXCHANGE TRADED FD | $205K | 5192 | 0.09% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.