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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $14.6M | 33364 | 14.87% |
| 2 | VANGUARD INDEX FDS | $14.1M | 72064 | 14.43% |
| 3 | DIMENSIONAL ETF TRUST | $12.2M | 312670 | 12.43% |
| 4 | CAPITAL GRP FIXED INCM ETF T | $11.3M | 438992 | 11.55% |
| 5 | CAPITAL GRP FIXED INCM ETF T | $6.8M | 249324 | 6.93% |
| 6 | DIMENSIONAL ETF TRUST | $5.2M | 154636 | 5.34% |
| 7 | VANGUARD INDEX FDS | $5.1M | 19621 | 5.24% |
| 8 | INVESCO ACTIVELY MANAGED EXC | $4.5M | 179020 | 4.57% |
| 9 | DIMENSIONAL ETF TRUST | $3.7M | 100361 | 3.76% |
| 10 | DIMENSIONAL ETF TRUST | $3.6M | 57693 | 3.68% |
| 11 | SCHWAB STRATEGIC TR | $3.0M | 103845 | 3.09% |
| 12 | AMERICAN CENTY ETF TR | $1.8M | 21363 | 1.85% |
| 13 | SPDR SERIES TRUST | $1.7M | 29477 | 1.70% |
| 14 | SCHWAB STRATEGIC TR | $1.3M | 41081 | 1.28% |
| 15 | ISHARES TR | $798K | 10575 | 0.81% |
| 16 | INVESCO QQQ TR | $772K | 1337 | 0.79% |
| 17 | ISHARES TR | $692K | 9059 | 0.71% |
| 18 | APPLE INC | $647K | 2550 | 0.66% |
| 19 | ISHARES TR | $621K | 4001 | 0.63% |
| 20 | DUKE ENERGY CORP NEW | $603K | 4602 | 0.62% |
| 21 | AMERICAN CENTY ETF TR | $578K | 9271 | 0.59% |
| 22 | LOWES COS INC | $559K | 2366 | 0.57% |
| 23 | ISHARES TR | $505K | 6037 | 0.52% |
| 24 | ISHARES TR | $487K | 5378 | 0.50% |
| 25 | AMERICAN CENTY ETF TR | $441K | 5475 | 0.45% |
| 26 | PIMCO ETF TR | $418K | 4358 | 0.43% |
| 27 | PIMCO ETF TR | $390K | 14875 | 0.40% |
| 28 | VANGUARD INDEX FDS | $330K | 553 | 0.34% |
| 29 | VANGUARD INTL EQUITY INDEX F | $293K | 5422 | 0.30% |
| 30 | VANGUARD INDEX FDS | $254K | 850 | 0.26% |
| 31 | DIMENSIONAL ETF TRUST | $245K | 6314 | 0.25% |
| 32 | VANGUARD INDEX FDS | $229K | 712 | 0.23% |
| 33 | CORNING INC | $213K | 1568 | 0.22% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.