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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $28.6M | 735902 | 19.95% |
| 2 | AMERICAN CENTY ETF TR | $18.5M | 159658 | 12.89% |
| 3 | DIMENSIONAL ETF TRUST | $15.2M | 278826 | 10.59% |
| 4 | DIMENSIONAL ETF TRUST | $14.5M | 427301 | 10.12% |
| 5 | ISHARES TR | $11.7M | 106369 | 8.18% |
| 6 | VANGUARD SCOTTSDALE FDS | $10.9M | 130698 | 7.58% |
| 7 | ISHARES TR | $10.6M | 464931 | 7.43% |
| 8 | DIMENSIONAL ETF TRUST | $10.2M | 274718 | 7.12% |
| 9 | AMERICAN CENTY ETF TR | $8.4M | 79097 | 5.87% |
| 10 | NVIDIA CORPORATION | $2.3M | 11534 | 1.60% |
| 11 | DIMENSIONAL ETF TRUST | $2.2M | 53746 | 1.56% |
| 12 | ISHARES TR | $1.5M | 14889 | 1.03% |
| 13 | CALAMOS ETF TR | $1.1M | 42091 | 0.77% |
| 14 | CALAMOS ETF TR | $1.0M | 37060 | 0.70% |
| 15 | SCHWAB STRATEGIC TR | $989K | 38500 | 0.69% |
| 16 | DIMENSIONAL ETF TRUST | $823K | 32405 | 0.57% |
| 17 | MICROSOFT CORP | $686K | 1634 | 0.48% |
| 18 | COSTCO WHOLESALE CORPORATION | $574K | 582 | 0.40% |
| 19 | APPLE INC | $520K | 1977 | 0.36% |
| 20 | DIMENSIONAL ETF TRUST | $448K | 6893 | 0.31% |
| 21 | FIRST TR EXCHNG TRADED FD VI | $319K | 5888 | 0.22% |
| 22 | CALAMOS ETF TR | $304K | 11761 | 0.21% |
| 23 | CALAMOS ETF TR | $292K | 11455 | 0.20% |
| 24 | AMAZON COM INC | $290K | 1164 | 0.20% |
| 25 | ISHARES TR | $265K | 985 | 0.18% |
| 26 | CALAMOS ETF TR | $263K | 9530 | 0.18% |
| 27 | BROADCOM INC | $237K | 597 | 0.17% |
| 28 | DIMENSIONAL ETF TRUST | $225K | 5410 | 0.16% |
| 29 | ALPHABET INC | $209K | 622 | 0.15% |
| 30 | BLACKROCK CORPOR HI YLD FD I | $132K | 15397 | 0.09% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.