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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $20.9M | 106505 | 13.82% |
| 2 | CAPITAL GROUP GROWTH ETF | $16.5M | 411209 | 10.93% |
| 3 | CAPITAL GROUP DIVIDEND VALUE | $13.9M | 326001 | 9.17% |
| 4 | CAPITAL GROUP CORE BALANCED | $11.2M | 326175 | 7.42% |
| 5 | CAPITAL GRP FIXED INCM ETF T | $8.9M | 326554 | 5.86% |
| 6 | VANGUARD INTL EQUITY INDEX F | $8.5M | 113372 | 5.63% |
| 7 | VANGUARD STAR FDS | $7.0M | 90925 | 4.64% |
| 8 | SCHWAB STRATEGIC TR | $5.7M | 228179 | 3.79% |
| 9 | VANGUARD INDEX FDS | $4.5M | 17212 | 2.98% |
| 10 | CAPITAL GRP FIXED INCM ETF T | $4.1M | 155916 | 2.71% |
| 11 | DIMENSIONAL ETF TRUST | $3.6M | 50038 | 2.35% |
| 12 | CAPITAL GRP FIXED INCM ETF T | $3.2M | 116265 | 2.09% |
| 13 | DIMENSIONAL ETF TRUST | $3.1M | 79593 | 2.05% |
| 14 | APPLE INC | $2.9M | 11244 | 1.89% |
| 15 | VANGUARD INTL EQUITY INDEX F | $2.8M | 20496 | 1.87% |
| 16 | DIMENSIONAL ETF TRUST | $2.4M | 57957 | 1.62% |
| 17 | VANGUARD INDEX FDS | $2.4M | 7972 | 1.58% |
| 18 | CAPITAL GROUP CONSERVATIVE E | $2.3M | 75964 | 1.50% |
| 19 | DIMENSIONAL ETF TRUST | $1.9M | 39305 | 1.24% |
| 20 | GRAYSCALE COINDESK CRYPTO | $1.8M | 59042 | 1.22% |
| 21 | DIMENSIONAL ETF TRUST | $1.8M | 37250 | 1.18% |
| 22 | NVIDIA CORPORATION | $1.5M | 8867 | 1.02% |
| 23 | VANGUARD SPECIALIZED FUNDS | $1.5M | 7154 | 1.02% |
| 24 | MICROSOFT CORP | $1.5M | 4082 | 1.00% |
| 25 | FIDELITY MERRIMACK STR TR | $1.5M | 32188 | 0.97% |
| 26 | DIMENSIONAL ETF TRUST | $1.5M | 39814 | 0.97% |
| 27 | PALANTIR TECHNOLOGIES INC | $1.2M | 8346 | 0.81% |
| 28 | AMAZON COM INC | $1.1M | 5318 | 0.73% |
| 29 | CAPITAL GRP FIXED INCM ETF T | $935K | 41859 | 0.62% |
| 30 | ALPHABET INC | $739K | 2569 | 0.49% |
| 31 | SPDR GOLD TR | $738K | 1715 | 0.49% |
| 32 | VANGUARD MUN BD FDS | $676K | 9000 | 0.45% |
| 33 | COSTCO WHOLESALE CORPORATION | $670K | 672 | 0.44% |
| 34 | INVESCO QQQ TR | $590K | 1022 | 0.39% |
| 35 | GRAYSCALE BITCOIN TRUST ETF | $589K | 11155 | 0.39% |
| 36 | DIMENSIONAL ETF TRUST | $570K | 16055 | 0.38% |
| 37 | ALPHABET INC | $521K | 1816 | 0.34% |
| 38 | VANGUARD INDEX FDS | $504K | 1570 | 0.33% |
| 39 | BUSINESS FIRST BANCSHARES IN | $500K | 18506 | 0.33% |
| 40 | ISHARES SILVER TR | $486K | 7130 | 0.32% |
| 41 | NETFLIX INC. | $475K | 4945 | 0.31% |
| 42 | DIMENSIONAL ETF TRUST | $456K | 9001 | 0.30% |
| 43 | MASTERCARD INCORPORATED | $454K | 909 | 0.30% |
| 44 | CAPITAL GRP FIXED INCM ETF T | $405K | 15404 | 0.27% |
| 45 | DIMENSIONAL ETF TRUST | $363K | 5819 | 0.24% |
| 46 | ELI LILLY & CO | $360K | 391 | 0.24% |
| 47 | TESLA INC | $297K | 800 | 0.20% |
| 48 | DIMENSIONAL ETF TRUST | $281K | 7205 | 0.19% |
| 49 | META PLATFORMS INC | $279K | 487 | 0.18% |
| 50 | ASML HLDG NV | $259K | 196 | 0.17% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.