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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $14.2M | 23800 | 16.07% |
| 2 | APPLE INC | $9.5M | 37460 | 10.73% |
| 3 | SPDR INDEX SHS FDS | $9.5M | 207551 | 10.70% |
| 4 | VANGUARD MUN BD FDS | $6.8M | 136450 | 7.68% |
| 5 | ISHARES TR | $6.8M | 59878 | 7.68% |
| 6 | ISHARES TR | $6.4M | 139477 | 7.27% |
| 7 | ISHARES TR | $6.3M | 65857 | 7.11% |
| 8 | ISHARES TR | $5.0M | 98980 | 5.59% |
| 9 | VANGUARD INDEX FDS | $3.2M | 15514 | 3.61% |
| 10 | SPDR INDEX SHS FDS | $2.8M | 60505 | 3.21% |
| 11 | EA SERIES TRUST | $2.4M | 44714 | 2.76% |
| 12 | VANGUARD INDEX FDS | $2.3M | 7194 | 2.60% |
| 13 | ISHARES TR | $2.0M | 45690 | 2.24% |
| 14 | NUSHARES ETF TR | $1.8M | 40496 | 2.06% |
| 15 | ISHARES TR | $1.3M | 12482 | 1.50% |
| 16 | ISHARES TR | $1.2M | 8521 | 1.36% |
| 17 | VANGUARD WORLD FD | $1.1M | 9950 | 1.26% |
| 18 | MICROSOFT CORP | $595K | 1606 | 0.67% |
| 19 | ISHARES INC | $529K | 11638 | 0.60% |
| 20 | ISHARES TR | $524K | 11020 | 0.59% |
| 21 | VANGUARD CHARLOTTE FDS | $501K | 10427 | 0.57% |
| 22 | VANGUARD INTL EQUITY INDEX F | $429K | 3099 | 0.48% |
| 23 | J P MORGAN EXCHANGE TRADED F | $378K | 7593 | 0.43% |
| 24 | ISHARES TR | $362K | 554 | 0.41% |
| 25 | ISHARES TR | $330K | 6960 | 0.37% |
| 26 | BERKSHIRE HATHAWAY INC DEL | $325K | 678 | 0.37% |
| 27 | ALPHABET INC | $306K | 1065 | 0.35% |
| 28 | ISHARES TR | $303K | 6440 | 0.34% |
| 29 | META PLATFORMS INC | $293K | 512 | 0.33% |
| 30 | BROADCOM INC | $252K | 813 | 0.28% |
| 31 | NVIDIA CORPORATION | $249K | 1428 | 0.28% |
| 32 | VANGUARD WORLD FD | $237K | 3297 | 0.27% |
| 33 | SCHWAB STRATEGIC TR | $227K | 9154 | 0.26% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.