
Loading portfolio…
| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $13.7M | 42744 | 9.64% |
| 2 | VANGUARD TAX-MANAGED FDS | $11.9M | 185389 | 8.35% |
| 3 | DIMENSIONAL ETF TRUST | $11.6M | 330577 | 8.14% |
| 4 | AMERICAN CENTY ETF TR | $7.0M | 86316 | 4.89% |
| 5 | PIMCO ETF TR | $6.7M | 127965 | 4.69% |
| 6 | AMERICAN CENTY ETF TR | $5.9M | 58739 | 4.12% |
| 7 | DIMENSIONAL ETF TRUST | $5.2M | 132700 | 3.68% |
| 8 | DIMENSIONAL ETF TRUST | $5.0M | 69985 | 3.49% |
| 9 | DIMENSIONAL ETF TRUST | $4.8M | 137473 | 3.34% |
| 10 | ISHARES TR | $4.5M | 42716 | 3.19% |
| 11 | VANGUARD SCOTTSDALE FDS | $4.0M | 48900 | 2.85% |
| 12 | SPDR SERIES TRUST | $3.9M | 136663 | 2.75% |
| 13 | AMERICAN CENTY ETF TR | $3.9M | 35170 | 2.73% |
| 14 | DIMENSIONAL ETF TRUST | $3.8M | 107924 | 2.70% |
| 15 | VANGUARD CHARLOTTE FDS | $3.5M | 73710 | 2.49% |
| 16 | VANGUARD SCOTTSDALE FDS | $3.1M | 39397 | 2.20% |
| 17 | VANGUARD MALVERN FDS | $3.1M | 61323 | 2.15% |
| 18 | APPLE INC | $2.9M | 11563 | 2.06% |
| 19 | DIMENSIONAL ETF TRUST | $2.5M | 40611 | 1.78% |
| 20 | ISHARES TR | $2.4M | 6482 | 1.69% |
| 21 | ISHARES TR | $2.3M | 21562 | 1.61% |
| 22 | DIMENSIONAL ETF TRUST | $2.3M | 85077 | 1.59% |
| 23 | VANGUARD INTL EQUITY INDEX F | $2.0M | 36916 | 1.40% |
| 24 | AMERICAN CENTY ETF TR | $1.6M | 19446 | 1.16% |
| 25 | AMERICAN CENTY ETF TR | $1.5M | 13527 | 1.06% |
| 26 | DIMENSIONAL ETF TRUST | $1.4M | 37043 | 1.01% |
| 27 | SPDR SERIES TRUST | $1.4M | 14916 | 0.99% |
| 28 | MICROSOFT CORP | $1.4M | 3660 | 0.95% |
| 29 | SCHWAB STRATEGIC TR | $1.2M | 48076 | 0.84% |
| 30 | AMAZON COM INC | $1.2M | 5688 | 0.83% |
| 31 | DIMENSIONAL ETF TRUST | $1.1M | 20080 | 0.75% |
| 32 | ISHARES TR | $806K | 7789 | 0.57% |
| 33 | ISHARES TR | $801K | 1226 | 0.56% |
| 34 | STATE STR SPDR S&P 500 ETF T | $761K | 1170 | 0.53% |
| 35 | AMERICAN CENTY ETF TR | $752K | 17082 | 0.53% |
| 36 | SCHWAB STRATEGIC TR | $736K | 22334 | 0.52% |
| 37 | MCKESSON CORP | $684K | 790 | 0.48% |
| 38 | VANGUARD INDEX FDS | $656K | 3018 | 0.46% |
| 39 | ISHARES TR | $650K | 12361 | 0.46% |
| 40 | FIDELITY NATL INFORMATION SV | $622K | 13249 | 0.44% |
| 41 | ISHARES TR | $611K | 1713 | 0.43% |
| 42 | BANK MONTREAL MEDIUM | $563K | 4160 | 0.40% |
| 43 | INVESCO QQQ TR | $525K | 909 | 0.37% |
| 44 | CLOUDFLARE INC | $495K | 2400 | 0.35% |
| 45 | SCHWAB STRATEGIC TR | $455K | 18742 | 0.32% |
| 46 | DIMENSIONAL ETF TRUST | $454K | 9363 | 0.32% |
| 47 | SPDR SERIES TRUST | $433K | 9056 | 0.30% |
| 48 | ISHARES TR | $410K | 16286 | 0.29% |
| 49 | SPDR GOLD TR | $406K | 943 | 0.29% |
| 50 | META PLATFORMS INC | $379K | 663 | 0.27% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.