Loading portfolio…
Loading portfolio…
| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $19.5M | 505019 | 11.46% |
| 2 | DIMENSIONAL ETF TRUST | $18.6M | 436096 | 10.97% |
| 3 | DIMENSIONAL ETF TRUST | $14.6M | 318639 | 8.58% |
| 4 | DIMENSIONAL ETF TRUST | $11.8M | 376612 | 6.96% |
| 5 | DIMENSIONAL ETF TRUST | $9.8M | 135491 | 5.78% |
| 6 | DIMENSIONAL ETF TRUST | $9.6M | 263872 | 5.65% |
| 7 | DIMENSIONAL ETF TRUST | $9.3M | 247422 | 5.50% |
| 8 | DIMENSIONAL ETF TRUST | $6.0M | 189610 | 3.52% |
| 9 | DIMENSIONAL ETF TRUST | $5.5M | 101049 | 3.21% |
| 10 | DIMENSIONAL ETF TRUST | $5.0M | 104628 | 2.97% |
| 11 | DIMENSIONAL ETF TRUST | $4.2M | 138197 | 2.47% |
| 12 | SPDR SERIES TRUST | $2.7M | 113707 | 1.60% |
| 13 | VANGUARD INDEX FDS | $2.6M | 5367 | 1.51% |
| 14 | DIMENSIONAL ETF TRUST | $2.5M | 58444 | 1.45% |
| 15 | TRACTOR SUPPLY CO | $2.2M | 38065 | 1.27% |
| 16 | ISHARES TR | $1.4M | 16534 | 0.85% |
| 17 | APPLE INC | $1.4M | 5561 | 0.83% |
| 18 | VANGUARD INDEX FDS | $1.4M | 7492 | 0.82% |
| 19 | VANECK ETF TRUST | $1.4M | 53937 | 0.81% |
| 20 | VANGUARD WHITEHALL FDS | $1.3M | 19517 | 0.77% |
| 21 | ISHARES TR | $1.1M | 13905 | 0.66% |
| 22 | SEI EXCHANGE TRADED FUNDS | $1.1M | 35405 | 0.64% |
| 23 | ISHARES INC | $914K | 13867 | 0.54% |
| 24 | VANGUARD TAX-MANAGED FDS | $644K | 10749 | 0.38% |
| 25 | MICROSOFT CORP | $612K | 1181 | 0.36% |
| 26 | BERKSHIRE HATHAWAY INC DEL | $551K | 1095 | 0.32% |
| 27 | DIMENSIONAL ETF TRUST | $530K | 11053 | 0.31% |
| 28 | SEI EXCHANGE TRADED FUNDS | $446K | 14757 | 0.26% |
| 29 | SEI EXCHANGE TRADED FUNDS | $410K | 14688 | 0.24% |
| 30 | VANGUARD INDEX FDS | $381K | 1825 | 0.22% |
| 31 | ISHARES TR | $380K | 3569 | 0.22% |
| 32 | VANGUARD INDEX FDS | $374K | 1257 | 0.22% |
| 33 | TESLA INC | $354K | 795 | 0.21% |
| 34 | WALMART INC | $351K | 3409 | 0.21% |
| 35 | VANGUARD INTL EQUITY INDEX F | $340K | 6269 | 0.20% |
| 36 | VANGUARD MUN BD FDS | $316K | 6307 | 0.19% |
| 37 | SEI EXCHANGE TRADED FUNDS | $312K | 6876 | 0.18% |
| 38 | SEI EXCHANGE TRADED FUNDS | $311K | 7989 | 0.18% |
| 39 | SPDR INDEX SHS FDS | $275K | 6419 | 0.16% |
| 40 | AMAZON COM INC | $262K | 1194 | 0.15% |
| 41 | SPDR SERIES TRUST | $246K | 9851 | 0.14% |
| 42 | FS CREDIT OPPORTUNITIES CORP | $229K | 33132 | 0.13% |
| 43 | JPMORGAN CHASE & CO. | $217K | 687 | 0.13% |
| 44 | ORACLE CORP | $198K | 704 | 0.12% |
| 45 | FS KKR CAP CORP | $198K | 13281 | 0.12% |
| 46 | UNITEDHEALTH GROUP INC | $190K | 549 | 0.11% |
| 47 | ISHARES TR | $188K | 1063 | 0.11% |
| 48 | CATERPILLAR INC | $186K | 389 | 0.11% |
| 49 | SEI EXCHANGE TRADED FUNDS | $185K | 7301 | 0.11% |
| 50 | ISHARES TR | $181K | 565 | 0.11% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.