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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $8.5M | 43377 | 5.54% |
| 2 | VANGUARD INDEX FDS | $7.5M | 17161 | 4.88% |
| 3 | SCHWAB STRATEGIC TR | $7.0M | 240843 | 4.56% |
| 4 | VANGUARD CHARLOTTE FDS | $6.8M | 142070 | 4.44% |
| 5 | SCHWAB STRATEGIC TR | $6.2M | 202804 | 4.02% |
| 6 | VANGUARD STAR FDS | $5.8M | 74574 | 3.74% |
| 7 | SPDR INDEX SHS FDS | $5.4M | 118361 | 3.51% |
| 8 | VANGUARD INTL EQUITY INDEX F | $5.3M | 70891 | 3.46% |
| 9 | SCHWAB STRATEGIC TR | $5.3M | 217808 | 3.44% |
| 10 | VANGUARD BD INDEX FDS | $5.2M | 70464 | 3.38% |
| 11 | SCHWAB STRATEGIC TR | $5.0M | 201480 | 3.24% |
| 12 | VANGUARD BD INDEX FDS | $4.9M | 62607 | 3.19% |
| 13 | VANGUARD INDEX FDS | $4.3M | 14845 | 2.77% |
| 14 | SCHWAB STRATEGIC TR | $4.2M | 134500 | 2.71% |
| 15 | VANGUARD INDEX FDS | $4.0M | 18557 | 2.62% |
| 16 | SCHWAB STRATEGIC TR | $3.8M | 165285 | 2.50% |
| 17 | ISHARES TR | $3.6M | 23119 | 2.33% |
| 18 | SCHWAB STRATEGIC TR | $3.5M | 121805 | 2.30% |
| 19 | VANGUARD SCOTTSDALE FDS | $3.4M | 36133 | 2.20% |
| 20 | ISHARES TR | $2.9M | 29407 | 1.90% |
| 21 | VANGUARD SCOTTSDALE FDS | $2.9M | 37765 | 1.89% |
| 22 | ISHARES TR | $2.8M | 27678 | 1.84% |
| 23 | ISHARES TR | $2.5M | 22494 | 1.61% |
| 24 | INVESCO EXCH TRADED FD TR II | $2.5M | 121542 | 1.61% |
| 25 | VANGUARD ADMIRAL FDS INC | $2.3M | 19988 | 1.49% |
| 26 | SPDR SERIES TRUST | $2.2M | 38399 | 1.41% |
| 27 | VANGUARD ADMIRAL FDS INC | $2.1M | 18472 | 1.38% |
| 28 | ISHARES TR | $2.1M | 21190 | 1.34% |
| 29 | SCHWAB STRATEGIC TR | $2.0M | 75260 | 1.30% |
| 30 | ISHARES TR | $1.8M | 26244 | 1.15% |
| 31 | VANGUARD SCOTTSDALE FDS | $1.5M | 14041 | 1.00% |
| 32 | ISHARES TR | $1.4M | 11649 | 0.94% |
| 33 | VANGUARD INTL EQUITY INDEX F | $1.4M | 26442 | 0.93% |
| 34 | SPDR S&P 500 ETF TR | $1.4M | 2099 | 0.89% |
| 35 | ISHARES TR | $1.1M | 22101 | 0.72% |
| 36 | ISHARES TR | $1.1M | 12869 | 0.69% |
| 37 | ISHARES TR | $992K | 8376 | 0.65% |
| 38 | VANGUARD TAX-MANAGED FDS | $990K | 15457 | 0.64% |
| 39 | VANGUARD INDEX FDS | $985K | 3759 | 0.64% |
| 40 | ISHARES TR | $922K | 11037 | 0.60% |
| 41 | MICROSOFT CORP | $909K | 2456 | 0.59% |
| 42 | VANGUARD SCOTTSDALE FDS | $877K | 14982 | 0.57% |
| 43 | SPDR SERIES TRUST | $861K | 14541 | 0.56% |
| 44 | APPLE INC | $839K | 3306 | 0.55% |
| 45 | INTERNATIONAL BUSINESS MACHS | $709K | 2927 | 0.46% |
| 46 | VANGUARD BD INDEX FDS | $707K | 14208 | 0.46% |
| 47 | ISHARES TR | $679K | 6003 | 0.44% |
| 48 | EXXON MOBIL CORP | $652K | 3842 | 0.42% |
| 49 | ISHARES TR | $647K | 3062 | 0.42% |
| 50 | SPDR SERIES TRUST | $633K | 6466 | 0.41% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.