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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $18.4M | 473396 | 13.78% |
| 2 | AMERICAN CENTY ETF TR | $18.3M | 165955 | 13.73% |
| 3 | PIMCO ETF TR | $15.0M | 286702 | 11.21% |
| 4 | J P MORGAN EXCHANGE TRADED F | $14.9M | 297350 | 11.14% |
| 5 | ISHARES TR | $7.2M | 86068 | 5.39% |
| 6 | ISHARES TR | $7.0M | 10652 | 5.21% |
| 7 | AMERICAN CENTY ETF TR | $6.7M | 67145 | 5.02% |
| 8 | ISHARES TR | $6.4M | 94657 | 4.79% |
| 9 | AMERICAN CENTY ETF TR | $5.7M | 71177 | 4.30% |
| 10 | DIMENSIONAL ETF TRUST | $3.7M | 58837 | 2.75% |
| 11 | ISHARES TR | $3.6M | 66844 | 2.66% |
| 12 | DIMENSIONAL ETF TRUST | $3.0M | 57019 | 2.24% |
| 13 | DIMENSIONAL ETF TRUST | $2.3M | 67440 | 1.75% |
| 14 | ISHARES TR | $2.0M | 16744 | 1.49% |
| 15 | DIMENSIONAL ETF TRUST | $1.9M | 57096 | 1.45% |
| 16 | ISHARES TR | $1.9M | 35361 | 1.39% |
| 17 | ISHARES TR | $1.9M | 19415 | 1.39% |
| 18 | SPDR INDEX SHS FDS | $1.8M | 39101 | 1.34% |
| 19 | DIMENSIONAL ETF TRUST | $1.8M | 44678 | 1.32% |
| 20 | VANGUARD TAX-MANAGED FDS | $1.6M | 25131 | 1.21% |
| 21 | VANGUARD INTL EQUITY INDEX F | $1.4M | 9669 | 1.06% |
| 22 | ISHARES TR | $1.1M | 8572 | 0.80% |
| 23 | VANGUARD INDEX FDS | $954K | 1597 | 0.71% |
| 24 | AB ACTIVE ETFS INC | $735K | 6774 | 0.55% |
| 25 | ISHARES TR | $694K | 6705 | 0.52% |
| 26 | VANGUARD INDEX FDS | $616K | 3141 | 0.46% |
| 27 | VANGUARD INDEX FDS | $521K | 1192 | 0.39% |
| 28 | CAPITAL GROUP DIVIDEND VALUE | $419K | 9856 | 0.31% |
| 29 | ISHARES TR | $407K | 2148 | 0.30% |
| 30 | J P MORGAN EXCHANGE TRADED F | $374K | 6605 | 0.28% |
| 31 | AMPLIFY ETF TR | $319K | 6413 | 0.24% |
| 32 | ISHARES TR | $311K | 2567 | 0.23% |
| 33 | NUSHARES ETF TR | $288K | 6391 | 0.22% |
| 34 | ISHARES TR | $273K | 2851 | 0.20% |
| 35 | DIMENSIONAL ETF TRUST | $225K | 5472 | 0.17% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.