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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $34.8M | 718370 | 6.55% |
| 2 | DIMENSIONAL ETF TRUST | $23.3M | 441858 | 4.39% |
| 3 | VANGUARD INDEX FDS | $22.3M | 37287 | 4.20% |
| 4 | VANGUARD BD INDEX FDS | $18.8M | 240073 | 3.54% |
| 5 | DIMENSIONAL ETF TRUST | $17.3M | 361141 | 3.26% |
| 6 | DIMENSIONAL ETF TRUST | $16.9M | 238166 | 3.19% |
| 7 | VANGUARD STAR FDS | $16.2M | 209746 | 3.05% |
| 8 | ISHARES TR | $15.6M | 125220 | 2.93% |
| 9 | VANGUARD SCOTTSDALE FDS | $14.7M | 185081 | 2.76% |
| 10 | STATE STR SPDR S&P 500 ETF T | $14.3M | 22037 | 2.70% |
| 11 | DIMENSIONAL ETF TRUST | $13.8M | 410737 | 2.60% |
| 12 | ISHARES TR | $13.3M | 274123 | 2.50% |
| 13 | DIMENSIONAL ETF TRUST | $12.2M | 348003 | 2.30% |
| 14 | ISHARES TR | $11.0M | 116848 | 2.07% |
| 15 | DIMENSIONAL ETF TRUST | $10.9M | 315453 | 2.05% |
| 16 | VANGUARD CHARLOTTE FDS | $10.2M | 212023 | 1.92% |
| 17 | DIMENSIONAL ETF TRUST | $9.6M | 245839 | 1.80% |
| 18 | VANGUARD MALVERN FDS | $9.5M | 191038 | 1.80% |
| 19 | VANGUARD INDEX FDS | $8.6M | 43901 | 1.62% |
| 20 | APPLE INC | $8.5M | 33591 | 1.61% |
| 21 | AMERICAN CENTY ETF TR | $7.5M | 93153 | 1.41% |
| 22 | AMERICAN CENTY ETF TR | $6.7M | 66599 | 1.25% |
| 23 | ISHARES TR | $6.1M | 96957 | 1.15% |
| 24 | AMERICAN CENTY ETF TR | $6.1M | 80902 | 1.14% |
| 25 | CATERPILLAR INC | $5.9M | 8395 | 1.12% |
| 26 | BERKSHIRE HATHAWAY INC DEL | $5.7M | 8 | 1.08% |
| 27 | SCHWAB STRATEGIC TR | $5.6M | 119760 | 1.05% |
| 28 | VANGUARD INDEX FDS | $5.1M | 57578 | 0.96% |
| 29 | DIMENSIONAL ETF TRUST | $5.0M | 80653 | 0.95% |
| 30 | DIMENSIONAL ETF TRUST | $4.9M | 68883 | 0.92% |
| 31 | VANGUARD INDEX FDS | $4.8M | 18433 | 0.91% |
| 32 | VANGUARD INDEX FDS | $4.7M | 16504 | 0.89% |
| 33 | DIMENSIONAL ETF TRUST | $4.6M | 91252 | 0.87% |
| 34 | VANGUARD INTL EQUITY INDEX F | $4.6M | 31560 | 0.87% |
| 35 | ISHARES TR | $4.3M | 74287 | 0.81% |
| 36 | ABBVIE INC | $4.2M | 19331 | 0.79% |
| 37 | AMERICAN CENTY ETF TR | $4.2M | 52000 | 0.79% |
| 38 | NVIDIA CORPORATION | $4.2M | 23885 | 0.78% |
| 39 | DIMENSIONAL ETF TRUST | $3.9M | 113725 | 0.73% |
| 40 | VANGUARD WHITEHALL FDS | $3.7M | 56461 | 0.70% |
| 41 | ISHARES TR | $3.3M | 31451 | 0.63% |
| 42 | ISHARES TR | $3.2M | 57109 | 0.61% |
| 43 | VANGUARD INTL EQUITY INDEX F | $3.2M | 43110 | 0.61% |
| 44 | ISHARES TR | $3.2M | 75442 | 0.60% |
| 45 | VANGUARD INSTL INDEX FD | $3.2M | 41726 | 0.59% |
| 46 | DIMENSIONAL ETF TRUST | $3.0M | 88499 | 0.56% |
| 47 | VANGUARD INTL EQUITY INDEX F | $2.9M | 65155 | 0.55% |
| 48 | ISHARES TR | $2.8M | 41415 | 0.53% |
| 49 | AMERICAN CENTY ETF TR | $2.7M | 32190 | 0.51% |
| 50 | DIMENSIONAL ETF TRUST | $2.7M | 76318 | 0.51% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.