
Loading portfolio…

Loading portfolio…
| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | $26.6M | 238838 | 27.22% |
| 2 | DIMENSIONAL ETF TRUST | $14.6M | 374449 | 14.92% |
| 3 | DIMENSIONAL ETF TRUST | $10.9M | 308039 | 11.22% |
| 4 | VANGUARD CHARLOTTE FDS | $7.4M | 153326 | 7.55% |
| 5 | AMERICAN CENTY ETF TR | $6.4M | 57671 | 6.53% |
| 6 | ISHARES TR | $5.9M | 59009 | 6.09% |
| 7 | DIMENSIONAL ETF TRUST | $5.2M | 149047 | 5.28% |
| 8 | ISHARES TR | $2.8M | 58652 | 2.86% |
| 9 | AMERICAN CENTY ETF TR | $2.6M | 26400 | 2.70% |
| 10 | DIMENSIONAL ETF TRUST | $2.5M | 59795 | 2.52% |
| 11 | DIMENSIONAL ETF TRUST | $2.3M | 85390 | 2.33% |
| 12 | AMERICAN CENTY ETF TR | $1.3M | 14892 | 1.29% |
| 13 | DIMENSIONAL ETF TRUST | $836K | 21454 | 0.86% |
| 14 | VANGUARD INSTL INDEX FD | $733K | 9691 | 0.75% |
| 15 | AMERICAN CENTY ETF TR | $718K | 8907 | 0.74% |
| 16 | DIMENSIONAL ETF TRUST | $717K | 16918 | 0.74% |
| 17 | DIMENSIONAL ETF TRUST | $687K | 19616 | 0.70% |
| 18 | DIMENSIONAL ETF TRUST | $567K | 7966 | 0.58% |
| 19 | DIMENSIONAL ETF TRUST | $546K | 12880 | 0.56% |
| 20 | VANGUARD INDEX FDS | $465K | 1449 | 0.48% |
| 21 | ISHARES TR | $422K | 8428 | 0.43% |
| 22 | AMERICAN CENTY ETF TR | $412K | 5113 | 0.42% |
| 23 | JOHNSON & JOHNSON | $402K | 1645 | 0.41% |
| 24 | SCHWAB STRATEGIC TR | $395K | 14187 | 0.40% |
| 25 | DIMENSIONAL ETF TRUST | $369K | 10863 | 0.38% |
| 26 | ABBVIE INC | $317K | 1456 | 0.32% |
| 27 | EXXON MOBIL CORP | $285K | 1682 | 0.29% |
| 28 | FIDELITY MERRIMACK STR TR | $266K | 5838 | 0.27% |
| 29 | MOODYS CORP | $247K | 567 | 0.25% |
| 30 | NUSHARES ETF TR | $222K | 10009 | 0.23% |
| 31 | WSFS FINL CORP | $216K | 3300 | 0.22% |
| 32 | TORONTO DOMINION BK ONT | $213K | 2283 | 0.22% |
| 33 | ISHARES TR | $211K | 8433 | 0.22% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.