
Loading portfolio…
| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $40.9M | 1032484 | 15.82% |
| 2 | APPLE INC | $32.6M | 120035 | 12.63% |
| 3 | ALPHABET INC | $13.2M | 42145 | 5.12% |
| 4 | ALPHABET INC | $12.5M | 40192 | 4.84% |
| 5 | AMERICAN CENTY ETF TR | $12.2M | 119537 | 4.72% |
| 6 | MISSION PRODUCE INC | $12.1M | 1045703 | 4.70% |
| 7 | AMAZON COM INC | $11.9M | 51427 | 4.59% |
| 8 | DIMENSIONAL ETF TRUST | $10.7M | 228026 | 4.13% |
| 9 | DIMENSIONAL ETF TRUST | $10.4M | 272128 | 4.01% |
| 10 | COSTCO WHSL CORP NEW | $9.1M | 10598 | 3.54% |
| 11 | SALESFORCE INC | $7.6M | 28747 | 2.95% |
| 12 | BLACKROCK INC | $5.4M | 5056 | 2.09% |
| 13 | DIMENSIONAL ETF TRUST | $5.1M | 193518 | 1.98% |
| 14 | MARRIOTT INTL INC NEW | $5.1M | 16463 | 1.98% |
| 15 | DIMENSIONAL ETF TRUST | $5.0M | 84122 | 1.94% |
| 16 | DIMENSIONAL ETF TRUST | $4.9M | 149976 | 1.90% |
| 17 | ACCENTURE PLC IRELAND | $4.5M | 16905 | 1.76% |
| 18 | DIMENSIONAL ETF TRUST | $4.2M | 57088 | 1.64% |
| 19 | AMERICAN CENTY ETF TR | $3.7M | 39289 | 1.43% |
| 20 | CVS HEALTH CORP | $3.5M | 43750 | 1.34% |
| 21 | DIMENSIONAL ETF TRUST | $3.5M | 104901 | 1.34% |
| 22 | TJX COS INC NEW | $3.4M | 22165 | 1.32% |
| 23 | DIMENSIONAL ETF TRUST | $3.3M | 71276 | 1.29% |
| 24 | NIKE INC | $2.9M | 45615 | 1.12% |
| 25 | CME GROUP INC | $2.6M | 9565 | 1.01% |
| 26 | DIMENSIONAL ETF TRUST | $2.5M | 76446 | 0.96% |
| 27 | JPMORGAN CHASE & CO. | $2.4M | 7470 | 0.93% |
| 28 | DIMENSIONAL ETF TRUST | $2.3M | 46646 | 0.90% |
| 29 | FISERV INC | $2.1M | 31420 | 0.82% |
| 30 | AMERICAN CENTY ETF TR | $1.4M | 12485 | 0.54% |
| 31 | DIMENSIONAL ETF TRUST | $1.4M | 28589 | 0.53% |
| 32 | DIMENSIONAL ETF TRUST | $1.1M | 33209 | 0.44% |
| 33 | STARBUCKS CORP | $1.1M | 13466 | 0.44% |
| 34 | DIMENSIONAL ETF TRUST | $1.1M | 22752 | 0.42% |
| 35 | PEPSICO INC | $997K | 6947 | 0.39% |
| 36 | PAYPAL HLDGS INC | $813K | 13934 | 0.31% |
| 37 | ISHARES TR | $808K | 9554 | 0.31% |
| 38 | BERKSHIRE HATHAWAY INC DEL | $754K | 1 | 0.29% |
| 39 | VANGUARD INDEX FDS | $744K | 1187 | 0.29% |
| 40 | PROCTER AND GAMBLE CO | $732K | 5110 | 0.28% |
| 41 | DIMENSIONAL ETF TRUST | $605K | 15941 | 0.23% |
| 42 | MICROSOFT CORP | $596K | 1234 | 0.23% |
| 43 | COMMUNITY WEST BANCSHARES NE | $557K | 24791 | 0.22% |
| 44 | JOHNSON & JOHNSON | $521K | 2518 | 0.20% |
| 45 | BROADCOM INC | $520K | 1505 | 0.20% |
| 46 | MCDONALDS CORP | $508K | 1662 | 0.20% |
| 47 | COMCAST CORP NEW | $493K | 16525 | 0.19% |
| 48 | AON PLC | $429K | 1218 | 0.17% |
| 49 | DIMENSIONAL ETF TRUST | $356K | 10853 | 0.14% |
| 50 | DEERE & CO | $352K | 757 | 0.14% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.